Vistra Corp.

The surge in Vistra's quotations has exceeded the wildest forecasts and now its potential is limited, the investment bank said

Jefferies removed its recommendation to buy Vistra shares after Vistra's stock rose to a record high

Energy Fuels Inc.

Uranium Energy Corp.

Ondas Holdings Inc.

InvestorPlace markets analyst Thomas Yeung has <a href="https://investorplace.com/2025/09/4-stocks-trillion-dollar-government-spending-spree/">spotlighted</a>&nbsp;three small-cap companies that could benefit from U.S. national security investments in private businesses, such as Intel. Two are in the energy sector and stand to benefit from efforts to reshape the nuclear fuel supply chain. The third, from the defense sector, is seen as a potential beneficiary of the creation of the new U.S. "Golden Dome" missile defense system.

Beyond Intel: Small energy, defense stocks set to gain from Trump natsec spending

NuScale Power Corporation

Oklo Inc.

Centrus Energy Corp.

"Nuclear power is not the future, but the present," says investment firm Hennion &amp; Walsh

Nuclear power market valued at $10 trillion amid AI boom. Who can win?

Bloom Energy Corporation

Oracle Corporation

Bloom Energy's capitalization is already up 230% this year, but analysts believe that's not the limit

The little-known company's stock has hit a record. Why does it benefit from Oracle's success?

California Resources Corporation

Berry Corporation

Investors may want to take advantage of&nbsp;easing environmental rules for drilling in California by buying shares of small-cap oil producer California Resources, several Wall Street analysts have <a href="https://www.barrons.com/articles/california-oil-regulation-kern-berry-acecb7dc?mod=hp_WIND_A_3_3#:~:text=%D0%98%D0%BD%D0%B2%D0%B5%D1%81%D1%82%D0%BE%D1%80%D0%B0%D0%BC%2C%20%D0%B6%D0%B5%D0%BB%D0%B0%D1%8E%D1%89%D0%B8%D0%BC%20%D1%81%D1%8B%D0%B3%D1%80%D0%B0%D1%82%D1%8C,%D0%BF%D1%80%D0%BE%D1%82%D0%B8%D0%B2%20%D0%BD%D0%B5%D0%B4%D0%B0%D0%B2%D0%BD%D0%B8%D1%85%20%2456.">flagged</a>. Yesterday, September 15, the company <a href="https://www.crc.com/news-releases/news-release-details/california-resources-corporation-announces-all-stock-combination">announced</a>&nbsp;it would buy smaller peer Berry Corporation.&nbsp;

Analysts recommend oil producer California Resources amid acquisition of smaller peer

Orsted A/S

BlackRock, Inc.

The world's largest wind farm operator will try to convince investors on August 26 that the situation is under control

'Just a disaster': Orsted shares plummet to lows after project halt in US

American Electric Power Company, Inc.

Dominion Energy, Inc.

Pinnacle West Capital Corporation

Legacy networks in the U.S. require urgent modernization and billions of dollars of investment

Freedom Broker has highlighted five energy companies benefiting from the data center boom in the U.S.

Constellation Energy Corporation

NRG Energy, Inc.

If artificial intelligence is the new gold, electricity is the shovel without which it cannot be mined, analysts say

Melius names five stock-beneficiaries of the energy revolution that AI needs to drive

Exxon Mobil Corporation

Kinder Morgan, Inc.

The Williams Companies, Inc.

Despite the weak performance of energy stocks this year, investors can still find undervalued opportunities in the sector,&nbsp;says Hennessy Midstream Fund and Hennessy Energy Transition Fund manager Ben Cook. He has picked out a few companies worth looking out for. Among their advantages are&nbsp;strong cash flow and growing demand for natural gas,&nbsp;&nbsp;<a href="https://www.barrons.com/articles/buy-energy-stocks-exxon-mobil-1f908911?mod=RTA">writes</a>&nbsp;Barron's.&nbsp;

Analyst names energy stocks that investors should look out for

National Atomic Company Kazatomprom JSC

The global uranium industry in 2025 is showing signs of recovery after a protracted crisis of nearly a year and a half. The spot price of uranium <a href="https://tradingeconomics.com/commodity/uranium">has risen</a> 20% from its March lows, and is now around $75 per pound.&nbsp;

Making money on uranium: what investors need to consider when buying Kazatomprom shares

BP p.l.c.

Shell plc

The main UK index, the FTSE 100, is heavily weighted towards energy companies and traditionally defensive stocks

Citi named the UK market as the best defense against geopolitics. Where can you invest?

Stock and energy markets on Monday "brushed aside" concerns about escalation in the Middle East

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