An analyst recommends two long-term holdings: the SPDR S&P 500 ETF (SPY) as a reliable, low-cost index fund that historically returns ~10% annually, and Cameco (CCJ), a leading uranium miner positioned to benefit from global nuclear energy expansion driven by AI data center demands and government support.

Cameco, the world's second-largest uranium producer, has declined below $120 but presents a buying opportunity amid a nuclear power renaissance. The company reported strong 2025 results with 11% revenue growth, 246% EPS growth, and improved profitability at its Westinghouse joint venture. With significant global nuclear reactor orders and U.S. government backing, Cameco is well-positioned to benefit from surging uranium demand driven by AI power needs and green energy initiatives.

Bloom Energy's stock has surged 285% in 2025, driven by AI and data center demand for on-site power generation. The company has a $20 billion backlog, achieved profitability, and signed major partnerships with Brookfield Asset Management and Oracle. However, the stock trades at an expensive forward P/E ratio of over 100 with high volatility (beta 3.12), raising valuation concerns despite strong growth prospects.

Investor rights law firm Halper Sadeh LLC is investigating three major corporate transactions for potential securities law violations and breaches of fiduciary duties: Peakstone Realty Trust's $21.00 per share sale to Brookfield Asset Management, Devon Energy's merger with Coterra Energy (with Devon shareholders owning ~54% post-merger), and Coterra's sale to Devon at 0.70 share per share. The firm seeks increased consideration for shareholders and additional disclosures.

TerraForm Power, an affiliate of Brookfield Asset Management, has acquired Steward Creek Solar, a 1.56 GW solar project under development in Lee County, Illinois, from Hexagon Energy. The acquisition expands TerraForm's pre-construction pipeline to nearly 7 GW. Phase 1 construction is expected to begin in 2027 with commercial operation in 2029, while Phase 2 will commence in 2028 and achieve operation in 2030.

Brookfield Asset Management is highlighted as a top dividend stock for 2026, offering double-digit annualized returns through dividend growth and capital appreciation. The company manages over $1 trillion in assets, targets 20% annual earnings growth through 2030, and is positioned to benefit from major megatrends including AI data center buildout, renewable energy transition, and credit expansion. With a 3.5% dividend yield and expected 15%+ annual dividend growth, BAM is positioned as a compelling income investment.

Brookfield Asset Management offers an attractive 3.3% dividend yield (triple the S&P 500) and targets 18% annual earnings growth. The company plans to double fee-earning capital from $580 billion to $1.2 trillion over five years, building on its track record of doubling assets between 2020-2025. While the stock has declined 18% from its 52-week high, the fundamental growth thesis remains strong for long-term investors willing to commit to a five-year outlook.

Matt DiLallo identifies Brookfield Corporation as his top single-stock investment choice, citing its positioning at the intersection of major investment megatrends including AI infrastructure, decarbonization, alternative assets, and commercial real estate recovery. The company expects to grow distributable earnings at 20% annually over five years, with capital allocation adding another 5%, targeting $140 per share by 2030.

The article compares two nuclear energy stocks: Cameco, a major uranium miner with diversified nuclear assets, and Centrus Energy, a U.S. enriched uranium producer. Both benefit from rising uranium prices and growing nuclear demand, but Cameco is recommended as the better long-term investment due to its larger scale, faster growth, lower valuation, and more balanced business model including mining, enrichment, and reactor manufacturing stakes.

The article recommends three dividend stocks for investors seeking income in 2026: Progressive (PGR), an insurance company with resilient revenue growth and an 8.85% dividend yield despite recent 20% decline; NextEra Energy (NEE), a utility with over 50% renewable energy production and a 30+ year dividend growth track record; and Brookfield Asset Management (BAM), an investment manager focused on high-growth sectors like renewables and AI with a 15-20% annual growth target and 3.29% yield.

Bloom Energy and Plug Power are competing in the green hydrogen and fuel cell market with different technologies. Bloom Energy, using solid-oxide fuel cells, has shown strong growth with 57% YoY revenue increase and a $5 billion partnership with Brookfield for AI data centers, making it more stable. Plug Power, using proton exchange membrane fuel cells, has first-mover advantage with Amazon and Walmart partnerships but faces high cash burn and execution challenges. Bloom is better for risk-averse investors seeking near-term profitability, while Plug could be a breakout stock for those with higher risk tolerance if green hydrogen adoption accelerates.

Bloom Energy stock fell 20.5% in December after surging 300% in four months, as investors took profits. The company's solid oxide fuel cells are positioned to power AI data centers through partnerships with Oracle and Brookfield Asset Management worth billions. Despite the pullback, the stock remains 30% below its November high, presenting a potential buying opportunity for long-term investors.