My 3 Highest-Conviction Energy Stocks for the Second Half of 2026

Published July 24, 2026 · Category: Finance

Overview

What a year it's been for energy stocks. Geopolitical whiplash and surging electricity demand from AI data centers are combining to put energy companies in the spotlight. Investors have a lot to choose from today. Here are my highest-conviction picks for the second half of 2026.

Nuclear, in particular, is having a significant moment in the U.S. and beyond. Constellation Energy (NASDAQ: CEG) owns the largest fleet of nuclear power plants in the country. Nuclear energy's ability to meet growing power needs is currently unmatched. Hyperscalers building data centers are looking to Constellation to meet the moment. Agreements with companies such as Microsoft and Walmart are bringing in new revenue for CEG.

Image source: Getty Images.

Details

Continue reading

Source

Originally published at www.fool.com.

Related Articles

• Pay raises keep shrinking. Here’s how much smaller they’ll be next year.
• Mortgage Rates Today, Friday, July 24: Highest Rates of 2026
• The 30-year Treasury yield is closing in on 5.2%. A surge to 6% could slam stocks.