![\"Zacks](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2025\/10\/126022.jpg\"\/)
Image Source: Zacks Investment Research<\/p>\n
Wall Street is treating next-generation nuclear energy companies such as Oklo as direct bets on artificial intelligence. The reason is simple: large AI data centers consume as much electricity as a mid-sized city, which is a huge reason why U.S. electricity demand is set to grow ~75% by\u00a02050.<\/p>\n
The desperate need for more power to fuel AI expansion helped Sam Altman-backed nuclear energy upstart Oklo OKLO\u00a0stock soar 500% so far in 2025, despite being pre-revenue. Investors have also sent established energy giants such as GE Vernova, Constellation Energy, and Vistra skyrocketing over the past few years.<\/p>\n
AI hyperscalers are taking an all-of-the-above approach to energy from nuclear and natural gas to solar, which is great for energy storage companies.<\/p>\n
Oklo looks a bit overheated after climbing 140% since early July. It\u2019s time to buy other stocks that could be the next home-run AI energy investments with huge near-term and long-term upside.\u00a0<\/p>\n
Investors looking for the next Oklo might want to consider Zacks Rank #1 (Strong Buy) energy storage company Microvast, which trades for under $5 a share, and speculative microreactor stock\u00a0Nano Nuclear Energy.\u00a0<\/p>\n
Buy Nano Nuclear Stock Before It Soars Again<\/p>\n
Nano Nuclear Energy Inc. NNE\u00a0is developing advanced portable micro nuclear reactors. The speculative pre-revenue nuclear company envisions a future where its microreactors provide energy to AI data centers, cargo ships, Moon bases, and beyond. <\/p>\n
Nano\u2019s bull case is deepened\u00a0by its strong balance sheet ($210 million in cash and cash equivalents vs. $5 million in total liabilities).<\/p>\n
Image Source: Zacks Investment Research<\/p>\n
NNE said last quarter that it\u2019s experiencing \u201cgrowing support and interest from long-term oriented institutional investors.\u201d AI hyperscalers are partnering with nuclear energy companies like Oklo and Constellation CEG\u00a0to make sure they\u2019re prepared to power their data centers. <\/p>\n
Big tech companies might even buy a few small nuclear energy companies like Nano because securing power is the most difficult part of the AI supply chain.<\/p>\n
Nuclear energy, as Nano pointed out in its Q3 earnings report in August, is also backed by \u201cunprecedented bipartisan legislative and policy support in the U.S. for nuclear energy.\u201d NNE is gaining interest from Wall Street. Zacks has five brokerage recommendations for the stock, up from two in the spring (3 out of 5 are \u201cStrong Buys\u201d).<\/p>\n
Nano Nuclear announced in late September that it was included in the S&P Global Broad Market Index (BMI), \u201cthe world’s first float-adjusted global benchmark.\u201d NNE was also added to the S&P Total Market Index (TMI), which \u201cencompasses the entire U.S. equity market.\u201d These inclusions expand NNE\u2019s visibility to a large swath of investors.\u00a0\u00a0<\/p>\n
![\"Zacks](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2025\/10\/126023.jpg\"\/)
Image Source: Zacks Investment Research<\/p>\n
Nano Nuclear stock lagged some of its home-run nuclear energy peers in 2025, yet it is still up 80% YTD and 760% since its early May 2024 IPO. Yet, Nano has not broken out above its early 2025 highs.<\/p>\n
The stock is heavily short (~28% of the float), setting up the potential for quick and substantial upside if Wall Street takes some of its Oklo winnings and dives into Nano. <\/p>\n
The chart above shows the NNE has held its ground at its post IPO highs and its 21-day moving average. It is also far from overheated on the RSI front, proving Nano\u00a0Nuclear\u00a0breakout potential in Q4 and beyond once it climbs above its January peaks.<\/p>\n
Time to Buy Cheap AI Energy Stock MVST in October<\/p>\n
Microvast MVST\u00a0designs, develops, and manufactures lithium-ion battery solutions. The Texas-based company boasts that its cutting-edge cell technology and its vertical integration capabilities extend from core battery chemistry to modules and packs.<\/p>\n
Microvast is capitalizing on the long-term momentum of solar energy expansion, which necessitates the massive deployment of energy storage solutions. It also benefits from the broader electrification of vehicles,\u00a0big and small. <\/p>\n
U.S. utility-scale battery storage grew ~66% last year, with it set to add another 20 GW of battery storage to the grid in 2025, to reach nearly 50 GW, up from essentially zero before 2020.<\/p>\n
![\"Zacks](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2025\/10\/126024.jpg\"\/)
Image Source: Zacks Investment Research<\/p>\n
The battery technology company’s huge beat-and-raise second quarter report in early August sent its FY25 consensus estimate 46% higher, with its FY26 estimate up 21%. MVST\u2019s positive bottom-line revisions help it earn a Zacks Rank #1 (Strong Buy).<\/p>\n
MVST is projected to swing from an adjusted loss of -$0.27 a share last year to +$0.19 a share in FY25 and then grow its earnings per share (EPS) by 53% in 2026. It is projected to grow its revenue by 22% in 2025 and 2026 to reach $563.5 million vs. $108 million in 2020.<\/p>\n
![\"Zacks](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2025\/10\/126025.jpg\"\/)
Image Source: Zacks Investment Research<\/p>\n
Microvast stock soared 120% YTD and over 2,220% off its November 2024 lows. Yet it still trades roughly 23% below its average Zacks price target and 80% beneath its 2021 highs. <\/p>\n
MVST stock is on the verge of breaking out to new 2025 highs and overtaking a potentially key level highlighted above that could help it start marching back up to\u00a0its all-time highs. Investors might also be attracted to MVST\u2019s status as a cheap stock trading for roughly $4.60 a share.\u00a0<\/p>\n
\tRadical New Technology Could Hand Investors Huge Gains<\/p>\n
\n\tQuantum Computing is the next technological revolution, and it could be even more advanced than AI.<\/p>\n
\n\tWhile some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.<\/p>\n
\n\tSenior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.<\/p>\n
\n\tKevin was among the early experts who recognized NVIDIA’s enormous potential back in 2016. Now, he has keyed in on what could be “the next big thing” in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.<\/p>\n
See Top Quantum Stocks Now >><\/a><\/p>\n Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report<\/a><\/p>\n Constellation Energy Corporation (CEG) : Free Stock Analysis Report<\/a><\/p>\n Microvast Holdings, Inc. (MVST) : Free Stock Analysis Report<\/a><\/p>\n Nano Nuclear Energy Inc. (NNE) : Free Stock Analysis Report<\/a><\/p>\n Oklo Inc. (OKLO) : Free Stock Analysis Report<\/a><\/p>\n This article originally published on Zacks Investment Research (zacks.com).<\/a><\/p>\n