Stocks are expected to face stagnation in 2026 as earnings season ends, leaving investors with uncertainty. However, artificial intelligence (AI) is set to remain prominent, especially in energy stocks, which are expected to have a strong year.

Data centers require constant, reliable power, straining the current electrical grid. Hyperscalers like Amazon, Microsoft, and Alphabet are turning to natural gas as a bridge fuel for uninterrupted power. Nuclear energy is also gaining traction as a cleaner alternative for the future.

New Fortress Energy (NFE) operates at the intersection of global LNG demand and data center power needs. With a vertically integrated model, NFE is well-positioned to address the growing need for reliable electricity in emerging markets and could see substantial growth domestically.

Despite being a penny stock and facing revenue declines, New Fortress Energy has potential with a consensus price target of $7.88. On the other hand, Nano Nuclear Energy (NNE) is a high-risk investment in microreactors for decentralized power. NNE aims to provide off-grid, carbon-free baseload power, but investors should be prepared for long development cycles and potential dilution.

Nano Nuclear Energy offers speculative exposure to the future of nuclear energy and off-grid power. While the company posted a negative EPS in its latest earnings report, there is optimism for its growth potential. Investors should approach NNE as an early-stage tech investment with high risk and long-term prospects.

Read more at Nasdaq: 2 Under-the-Radar Energy Stocks to Watch for AI Demand in 2026