The stock market is getting shaky again. Oil keeps climbing. Treasury yields are above 5%. And talks between the U.S. and Iran are still heating up. Even so, some stocks still have real reasons to move higher as we head into June 2026. That includes companies tied to AI infrastructure, energy, defense materials, and crypto computing.
ZipTrader, a YouTuber with over 867,000 followers, talked about five companies he thinks could do well in the months ahead. The list includes companies tied to rare earth metals, AI data centers, nuclear power, and Bitcoin infrastructure.
Many of these names are also connected to larger themes dominating Wall Street right now, including the AI race, U.S.-China tensions, and the growing demand for electricity..
Here are the stocks.
What you'll learn 👉
USA Rare Earth (USAR) Is Tied Directly to U.S.-China Trade Tensions
USA Rare Earth remains one of the more talked-about materials stocks because of America’s push to reduce dependence on China. China still controls around 70% of global rare earth mining and nearly 90% of processing capacity, making these materials critical for military systems, EVs, satellites, and AI hardware.
The company owns the Round Top deposit in Texas and is also developing a magnet manufacturing facility in Oklahoma. ZipTrader pointed out that the U.S. government already has exposure through grants, loans, and equity-linked support worth more than $1.6 billion tied to critical mineral programs.
The USAR price could react strongly if trade tensions between the U.S. and China worsen again or if the Pentagon announces new domestic supply deals tied to rare earth production.
CoreWeave and Nebius Continue Riding the AI Infrastructure Boom
CoreWeave remains one of the strongest AI infrastructure stories in the market despite trading below previous highs. The company rents Nvidia-powered computing capacity to firms like OpenAI, Meta, and Anthropic, giving it direct exposure to the AI expansion race. Meta alone committed roughly $35 billion through 2032, and Nvidia also invested billions into the company.
ZipTrader also pointed to Nebius Group as another AI infrastructure name worth watching. The company operates AI data centers across Europe and also owns businesses tied to self-driving technology and AI model training. Europe’s push for independent AI infrastructure could help Nebius attract more demand over time.
Both companies may see increased volatility around Nvidia earnings and future AI spending announcements from major tech firms. The CRWV price and NBIS price remain closely linked to broader enthusiasm around AI data center growth.
MARA and SMR Are Positioned Around Power Demand
MARA Holdings entered the conversation because of its aggressive move into AI computing infrastructure. The company spent years building large-scale Bitcoin mining facilities with access to land, cooling systems, fiber connections, and cheap electricity. ZipTrader believes those same assets can now support AI computing demand as companies search for more power capacity.
In February 2026, MARA announced a deal with Starwood Digital Ventures tied to 1 gigawatt of AI computing capacity, with plans to scale beyond 2.5 gigawatts over time. The MARA price still trades closely with Bitcoin sentiment, though investors are beginning to pay closer attention to the company’s AI infrastructure plans.
NewScale Power also made the list because of growing electricity demand tied to AI and data centers. The company develops small modular nuclear reactors and remains the only U.S. company with approved reactor designs from regulators. Tech giants including Microsoft, Amazon, Meta, and Google are all increasing nuclear-related energy investments as AI systems consume more electricity.
Related Stocks News: Here are 5 Stocks Insiders Are Going “ALL IN” On in 2026
What Is Pushing Stock Prices Right Now?
Oil prices drive a lot of what happens in markets. Brent crude went above $110 a barrel after new fighting with Iran made people fear supply problems near the Strait of Hormuz. News of attacks on Gulf infrastructure also scared investors and added to worries about global energy supplies.
Bond yields shot up too as inflation worries came back. The U.S. 30-year Treasury yield climbed to heights not seen since 2007. That pushed people toward bonds and away from stocks. Higher oil prices also made people think the Federal Reserve might keep interest rates high for longer.
Even so, AI and chip companies held up parts of the stock market. Nvidia still pushes the Nasdaq and S&P 500 higher. People keep putting money into AI gear, data centers, and chip makers. That helped stop the broader market from falling harder, even with inflation and world tensions pushing down on things.
Currency markets also moved on U.S.-China trade news. The U.S. dollar had one of its best weeks in months after the U.S. and China extended parts of their trade truce. China also agreed to buy about $17 billion of American farm goods. That eased some investor fears about trade policy.
Even then, the market stays hard to figure out. Inflation fears, oil prices, and political tensions keep hurting risky assets. But as we look to June 2026, a few areas look solid: AI infrastructure, energy needs, rare earth supply chains, and nuclear power.
Stocks like USAR, CRWV, NBIS, MARA, and SMR are each tied to those bigger trends in their own way. Over the next few weeks, people will keep watching Nvidia’s earnings, oil prices, Treasury yields, and anything new between the U.S. and China.
Frequently Asked Questions
Subscribe to our YouTube channel for daily crypto updates, market insights, and expert analysis.
