5 AI Infrastructure Stocks You'll Wish You Bought Sooner

The article highlights five AI infrastructure stocks as potential investment opportunities beyond Nvidia. Arista Networks, Micron, Broadcom, Eaton, and Applied Digital are positioned as beneficiaries of growing AI demand, which may require increased networking, memory, power management, custom chips, and data center capacity.

06/14/2026, 11:15 AM • The Motley Fool

BABCOCK & WILCOX DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Babcock & Wilcox Enterprises, Inc. Investors to Secure Counsel Before Important June 15 Deadline in Securities Class Action - BW

A securities class action lawsuit has been filed against Babcock & Wilcox Enterprises, Inc. for allegedly making false and misleading statements regarding a Power Generation contract with Applied Digital. The lawsuit claims that B&W's largest shareholder BRC Group Holdings stood on both sides of the contract and that Applied Digital did not actually need the products/services, raising questions about revenue recognition and overstating business prospects. Investors who purchased B&W securities between November 5, 2025 and March 11, 2026 may be eligible for compensation.

06/13/2026, 5:11 PM • GlobeNewswire

Is Applied Digital Stock an Undervalued AI Stock to Buy?

Applied Digital is generating significant investor interest due to its role in the AI ecosystem and strong sales growth. The stock has experienced notable volatility, surging 38% last month before declining in June, leaving investors questioning its valuation at current levels.

06/12/2026, 12:03 AM • The Motley Fool

B&W DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Babcock & Wilcox Enterprises, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - BW

Rosen Law Firm announces a securities class action lawsuit against Babcock & Wilcox Enterprises (B&W) for allegedly making false and misleading statements regarding a Power Generation contract with Applied Digital. The lawsuit claims B&W's largest shareholder BRC Group Holdings stood on both sides of the contract and that Applied Digital did not actually need B&W's products, raising questions about revenue recognition. The lead plaintiff deadline is June 15, 2026.

06/04/2026, 6:57 PM • GlobeNewswire

The AI Race Is Quietly Becoming a Race for Electricity, Not Chips

As AI demand surges, electricity and power infrastructure are becoming the new bottleneck rather than semiconductor chips. Unlike chip manufacturing which can scale in 3-4 years, building power generation capacity and transmission infrastructure takes much longer. This shift is creating investment opportunities in power and data center infrastructure companies that can secure reliable electricity access.

06/03/2026, 2:30 PM • The Motley Fool

Why Is Everyone Suddenly Paying Attention to Applied Digital Stock? Here's Why You Should Care.

Applied Digital is gaining investor attention as a critical infrastructure provider for the AI industry. Rather than building AI models or semiconductors, the company supplies data center capacity, power, and cooling systems that AI companies desperately need. With contracted lease revenue in the tens of billions and major technology companies planning AI demand years into the future, Applied Digital is positioned as a landlord to the AI ecosystem, though it remains a speculative investment with execution risks.

06/03/2026, 10:30 AM • The Motley Fool

B&W DEADLINE: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Babcock & Wilcox Enterprises, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - BW

A securities class action lawsuit has been filed against Babcock & Wilcox Enterprises, Inc. (BW) for allegedly making false and misleading statements regarding a Power Generation Contract with Applied Digital. The lawsuit claims that B&W's largest shareholder BRC Group Holdings stood on both sides of the contract and that Applied Digital did not actually need the products/services, raising questions about revenue recognition. Investors who purchased BW securities between November 5, 2025 and March 11, 2026 may be eligible for compensation. The lead plaintiff deadline is June 15, 2026.

05/31/2026, 5:30 PM • GlobeNewswire

BW Shareholder Alert: Babcock & Wilcox Enterprises, Inc. Securities Class Action Lawsuit - Investors With Losses May Contact The Gross Law Firm

The Gross Law Firm has filed a securities class action lawsuit against Babcock & Wilcox Enterprises (BW) for the period November 5, 2025 to March 11, 2026. The complaint alleges that the company issued materially false and misleading statements regarding a power generation contract with Applied Digital, claiming that BRC (the largest shareholder) had undisclosed conflicts of interest on both sides of the deal and that Applied Digital may not have actually needed the products/services, raising questions about revenue recognition and overstating business prospects.

05/29/2026, 9:00 AM • GlobeNewswire

BABCOCK & WILCOX CLASS ACTION ALERT: Bragar Eagel & Squire, P.C. Urges Babcock & Wilcox Enterprises, Inc. Investors with Large Losses to Contact the Firm

A class action lawsuit has been filed against Babcock & Wilcox Enterprises, Inc. for allegedly making false and misleading statements regarding a Power Generation Contract with Applied Digital. The lawsuit claims the company's largest shareholder BRC Group Holdings stood on both sides of the deal and that Applied Digital may not have actually needed the products/services, raising questions about revenue recognition and overstated business prospects. Investors who purchased B&W securities between November 5, 2025 and March 11, 2026 can seek lead plaintiff status by June 15, 2026.

05/26/2026, 5:50 PM • GlobeNewswire

US Stocks Show AI Breadth Is Replacing Defensive Leadership

US equities rallied post-Memorial Day with strong AI and small-cap leadership, as de-escalation hopes in the US-Iran conflict drove oil prices lower. Micron Technology surged 18% to cross $1 trillion market cap on a UBS price target hike, while quantum computing and space stocks rallied on government funding and SpaceX IPO anticipation. The Nasdaq rose 1.11% and Russell 2000 jumped 1.74%, though the Dow declined 0.19% as defensive sectors unwound.

05/26/2026, 12:48 PM • Investing

Why Applied Digital Stock Soared Today

Applied Digital announced another major 15-year lease agreement worth approximately $7.5 billion with a hyperscaler for its Polaris Forge 3 data center site, covering 300 MW of AI computing capacity. The deal brings the company's total contracted lease revenue to $31 billion across four campuses, with operations expected to begin in August 2027. The stock surged 21.68% on the announcement.

05/21/2026, 4:04 PM • The Motley Fool

Pomerantz Law Firm Announces the Filing of a Class Action Against Babcock & Wilcox Enterprises, Inc. and Certain Officers – BW

Pomerantz LLP filed a class action lawsuit against Babcock & Wilcox Enterprises (BW) and certain officers for alleged securities fraud. The lawsuit alleges that defendants made materially false statements regarding a $2.4 billion power generation contract with Base Electron, failing to disclose that BW's largest shareholder BRC had undisclosed ties to the counterparty and that Applied Digital may not have needed the products/services. The stock fell 11.59% following a Wolfpack Research report exposing these relationships on March 12, 2026.

05/19/2026, 3:53 PM • GlobeNewswire

Why AI’s Next Bottleneck May Be Power, Not Chips

Leopold Aschenbrenner's Situational Awareness LP fund has doubled its equity exposure to $13.68B, positioning heavily in physical AI infrastructure and energy suppliers while hedging semiconductor exposure. The fund's thesis argues that power and electricity, not chips, represent the real bottleneck for AI scaling. The portfolio employs a barbell strategy: aggressive longs in energy infrastructure (Bloom Energy, Bitcoin miners turned AI operators) and optical components, combined with significant put hedges on semiconductor names to protect against potential sector rotation.

05/18/2026, 11:20 AM • Investing

3 AI Data Center Stocks Worth Watching for Capital Rotation

As semiconductor and memory chip stocks reach elevated valuations, capital is expected to rotate into AI data center infrastructure. Three companies are highlighted: Applied Digital (APLD) with $23 billion in contracted revenue and 139% YoY growth; Iren (IREN) with a $9.7 billion Microsoft deal and $3.4 billion NVIDIA contract; and CoreWeave (CRWV), the largest with $5.13 billion in annual revenue growing at triple-digit rates.

05/15/2026, 10:40 AM • Investing

ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Babcock & Wilcox Enterprises, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BW

A securities class action lawsuit has been filed against Babcock & Wilcox Enterprises (BW) for allegedly making false and misleading statements regarding a Power Generation Contract. The lawsuit claims that B&W's largest shareholder BRC Group Holdings stood on both sides of the contract and that Applied Digital did not actually need the products/services, raising questions about revenue recognition and overstating business prospects. Investors who purchased BW securities between November 5, 2025 and March 11, 2026 may be entitled to compensation, with a June 15, 2026 deadline to serve as lead plaintiff.

05/14/2026, 9:46 PM • GlobeNewswire