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Hot Industries: Quantum Leaps, Nuclear Gains, & Flying Cars
2025: Shades of 2020
Five years ago, amid the COVID-19 pandemic outbreak, Donald Trump was president, and stocks suffered one of their most rapid corrections ever. Stocks careened lower by more than 20% in just a few months as death counters appeared on news stations and COVID lockdowns took hold. Fast forward five years to the present day and swap out tariffs for COVID, and many similarities exist. President Trump is back in office, and stocks suffered one of their most rapid corrections ever, only to be followed by one of the quickest V-shaped recoveries.
While history does not always repeat itself completely, savvy investors understand that it does tend to rhyme. In 2020 and 2025, investors did a 180-degree turn from full-on fear to “animal spirits.” Not only are investors piling into cash-rich and proven companies like the mega-cap “Magnificent 7” names, but many retail investors are flooding into the market and bidding up highly speculative, risk-on names. Today, we will discuss three of the hottest industry groups on Wall Street, including:
Nuclear Stocks Gain as US Fights to Catchup in AI Energy Race with China
Historically, the United States is in the poll position regarding new technology, with China, the world’s second-largest economy, on it’s heals. With the AI revolution, it appears to be the same circumstance – at least so far. OpenAI and Microsoft’s ((MSFT - Free Report) ) ChatGPT chatbot sparked the AI revolution, winning the first-mover advantage. Meanwhile, other big tech companies like Alphabet ((GOOGL - Free Report) ) are hot on their heels with its “Gemini” platform, which is growing rapidly in popularity.
Nevertheless, China shocked Wall Street earlier this year with the debut of its powerful “DeepSeek” chatbot, which is competitive with ChatGPT. Though most AI experts agree that the US is still in the lead, China has a critical advantage – energy. Data centers, which are used to train large language models (LLMs) like ChatGPT, require immense amounts of energy. Currently, China generates more electricity from coal alone than the US does from all sources combined.
Image Source: Oxford Economics/IEA
Nuclear Industry Catalyst: Late last week, President Trump signed a nuclear executive order to cut red tape and speed up the approval process.
Nuclear companies like Oklo ((OKLO - Free Report) ) and NuScale Power ((SMR - Free Report) ) are breaking out of large base structures and should be beneficiaries for years to come.
eVTOLs Jump on Joby/Toyota News
Electric Vertical Take-off and Landing aircraft (eVTOLs) are aircraft that merge the take off and landing ability of a helicopter with the forward flight dynamics of an airplane. While eVTOLs are not yet legal in most places, prototypes exist and the FAA is developing operational guidelines for the future.
eVTOL Industry Catalyst: Tuesday, Toyota ((TM - Free Report) ) made a $250 million purchase of Joby Aviation ((JOBY - Free Report) ) shares.
JOBY shares exploded by nearly 30% Wednesday as investors cheered the news, and Toyota helped to legitimize the industry. Archer Aviation ((ACHR - Free Report) ) is another key player to watch in the industry group.
Image Source: TradingView
Quantum Computing: Moving Closer to Real-World Use
With an exponential gain in processing capability, quantum computers promise to solve these problems faster than today’s most sophisticated computers. Like the industries above, quantum computing companies are just beginning to scratch the surface of what may eventually be possible from a technological standpoint.
Quantum Computing Industry Catalyst: D-Wave Quantum ((QBTS - Free Report) ) sparked the QC industry group after it reported a 500% increasein revenue, proofs-of-concept, and new technologies.
The “animal spirits” are alive and well on Wall Street. As investors flock back into the market after the tariff madness, the nuclear, QC, and eVTOL industries are in focus.
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Hot Industries: Quantum Leaps, Nuclear Gains, & Flying Cars
2025: Shades of 2020
Five years ago, amid the COVID-19 pandemic outbreak, Donald Trump was president, and stocks suffered one of their most rapid corrections ever. Stocks careened lower by more than 20% in just a few months as death counters appeared on news stations and COVID lockdowns took hold. Fast forward five years to the present day and swap out tariffs for COVID, and many similarities exist. President Trump is back in office, and stocks suffered one of their most rapid corrections ever, only to be followed by one of the quickest V-shaped recoveries.
While history does not always repeat itself completely, savvy investors understand that it does tend to rhyme. In 2020 and 2025, investors did a 180-degree turn from full-on fear to “animal spirits.” Not only are investors piling into cash-rich and proven companies like the mega-cap “Magnificent 7” names, but many retail investors are flooding into the market and bidding up highly speculative, risk-on names. Today, we will discuss three of the hottest industry groups on Wall Street, including:
Nuclear Stocks Gain as US Fights to Catchup in AI Energy Race with China
Historically, the United States is in the poll position regarding new technology, with China, the world’s second-largest economy, on it’s heals. With the AI revolution, it appears to be the same circumstance – at least so far. OpenAI and Microsoft’s ((MSFT - Free Report) ) ChatGPT chatbot sparked the AI revolution, winning the first-mover advantage. Meanwhile, other big tech companies like Alphabet ((GOOGL - Free Report) ) are hot on their heels with its “Gemini” platform, which is growing rapidly in popularity.
Nevertheless, China shocked Wall Street earlier this year with the debut of its powerful “DeepSeek” chatbot, which is competitive with ChatGPT. Though most AI experts agree that the US is still in the lead, China has a critical advantage – energy. Data centers, which are used to train large language models (LLMs) like ChatGPT, require immense amounts of energy. Currently, China generates more electricity from coal alone than the US does from all sources combined.
Image Source: Oxford Economics/IEA
Nuclear Industry Catalyst: Late last week, President Trump signed a nuclear executive order to cut red tape and speed up the approval process.
Nuclear companies like Oklo ((OKLO - Free Report) ) and NuScale Power ((SMR - Free Report) ) are breaking out of large base structures and should be beneficiaries for years to come.
eVTOLs Jump on Joby/Toyota News
Electric Vertical Take-off and Landing aircraft (eVTOLs) are aircraft that merge the take off and landing ability of a helicopter with the forward flight dynamics of an airplane. While eVTOLs are not yet legal in most places, prototypes exist and the FAA is developing operational guidelines for the future.
eVTOL Industry Catalyst: Tuesday, Toyota ((TM - Free Report) ) made a $250 million purchase of Joby Aviation ((JOBY - Free Report) ) shares.
JOBY shares exploded by nearly 30% Wednesday as investors cheered the news, and Toyota helped to legitimize the industry. Archer Aviation ((ACHR - Free Report) ) is another key player to watch in the industry group.
Image Source: TradingView
Quantum Computing: Moving Closer to Real-World Use
With an exponential gain in processing capability, quantum computers promise to solve these problems faster than today’s most sophisticated computers. Like the industries above, quantum computing companies are just beginning to scratch the surface of what may eventually be possible from a technological standpoint.
Quantum Computing Industry Catalyst: D-Wave Quantum ((QBTS - Free Report) ) sparked the QC industry group after it reported a 500% increase in revenue, proofs-of-concept, and new technologies.
Other stocks to watch in the group include Rigetti Computing ((RGTI - Free Report) ) and ionQ ((IONQ - Free Report) ).
Bottom Line
The “animal spirits” are alive and well on Wall Street. As investors flock back into the market after the tariff madness, the nuclear, QC, and eVTOL industries are in focus.