Brookfield Infrastructure Announces Update on Simplification

Brookfield Infrastructure announced it has received all required approvals to complete its corporate simplification, combining Brookfield Infrastructure Partners L.P. (BIP) and Brookfield Infrastructure Corporation (BIPC) into a single entity, Brookfield Infrastructure Partners Inc. (BIP Inc.). The transaction is expected to close on November 19, 2026, with existing securityholders receiving Class A Shares on a one-for-one basis. The company will maintain its current quarterly distribution of US$0.455 per share and resume its normal course issuer bid following closing.

11/05/2026, 5:50 PM • GlobeNewswire

Bloom Energy's New Guidance Implies Up to $1.55 Billion in Q4 Revenue. Can It Deliver?

Bloom Energy raised its Q4 revenue guidance to $1.35-$1.55 billion, driven by surging demand from AI data centers needing rapid power solutions. The company is expanding manufacturing capacity toward a 5+ GW annual goal and management believes it won't be a bottleneck for hardware assembly, positioning it to capitalize on the power grid interconnection bottleneck.

11/04/2026, 5:45 AM • The Motley Fool

Bloom Energy Just Joined the S&P 500. Here's What History Says Happens Next.

Bloom Energy, a solid oxide fuel cell developer, was added to the S&P 500 on September 21, 2026, after rallying 1,880% over two years. The company supplies power systems to major AI data center operators and is expected to see significant growth as index funds passively purchase its stock. With strong revenue and EBITDA growth projections and a $20 billion backlog, analysts see substantial upside potential despite current valuation multiples.

10/30/2026, 2:55 PM • The Motley Fool

Where Will Bloom Energy Stock Be in 5 Years?

Bloom Energy has surged 2,085% since November 2024 as data centers seek power solutions to bridge grid capacity gaps. The company has secured major deals with American Electric Power (1 GW), Oracle (2.8 GW), and Brookfield Asset Management ($25 billion partnership). Over the next five years, Bloom must scale manufacturing from current capacity to 5 GW annually, deliver on massive hyperscaler agreements, and commercialize its 800V DC-native energy server platform. With $2.7 billion in cash and $175 million in free cash flow, the company is well-positioned, though its 40x forward earnings valuation leaves it vulnerable to volatility.

10/25/2026, 5:40 AM • The Motley Fool

Bloom Energy Stock Sinks Despite Record Revenue and a Stellar Outlook. Is It Time to Buy?

Bloom Energy delivered record Q3 results with 138% revenue growth and raised full-year 2026 guidance to $4.5 billion (122% growth), yet its stock plunged 30% in one month. The decline appears driven by negative free cash flow of $181 million in Q3, though the author argues this reflects necessary capacity expansion to meet exploding AI data center demand. With backlog growing faster than revenue and a $25 billion financing deal from Brookfield, the article suggests the selloff may present a buying opportunity.

10/23/2026, 1:43 PM • The Motley Fool

Bloom Energy vs. Vertiv: Which AI Infrastructure Stock Is the Better Buy After the Pullback?

Bloom Energy and Vertiv are two AI infrastructure plays that have recently pulled back. Bloom Energy focuses on fuel cell power generation for data centers, while Vertiv specializes in cooling systems. Vertiv's planned acquisition of UtilityInnovation Group expands it into on-site power and microgrids, offering more diversification. Bloom offers more concentrated upside if power becomes the key bottleneck, while Vertiv provides broader exposure to the AI infrastructure stack.

10/12/2026, 6:30 AM • The Motley Fool

3 High-Yield Financial Stocks to Buy in October

Despite elevated Treasury yields near 5.3%, three financial stocks remain attractive high-yield investments: Ares Capital (10% yield, rate-resistant BDC model), Brookfield Asset Management (4.5% yield, asset-light fee-based model), and Strategy's Strife preferred shares (10% fixed dividend, senior preferred stock backed by Bitcoin holdings).

10/01/2026, 12:10 PM • The Motley Fool

U.S. – Korea Framework Advances Deployment of Westinghouse Nuclear Technology in the United States

The U.S. Government and Republic of Korea announced a strategic framework agreement committing up to $120 billion to finance the construction of eight nuclear reactors in the U.S., including six Westinghouse AP1000 reactors and two Korean APR1400 reactors on federal sites. Korea will also make a cornerstone equity investment of 5-10% in Westinghouse, with Westinghouse receiving upfront payments and guaranteed scope of work.

09/30/2026, 7:40 PM • GlobeNewswire

Plug Power vs. Bloom Energy: Which Hydrogen-Adjacent Stock Actually Has a Real Business Model?

Bloom Energy and Plug Power are both positioned in the hydrogen economy but operate differently. Bloom Energy is thriving with 166% revenue growth, $1B+ quarterly revenue, and strong profitability driven by data center demand for on-site power solutions. Plug Power is undergoing a turnaround from accumulated $8.7B losses, though it's making progress toward profitability by 2028. The article suggests Bloom Energy is the stronger investment opportunity currently.

09/20/2026, 2:05 AM • The Motley Fool

3 High-Yield Financial Stocks to Buy for Income That Doesn't Depend on Rate Cuts

The article recommends three high-yield financial stocks positioned to maintain strong dividends even as interest rates rise: Realty Income (a REIT with 5.4% yield and 31 years of consecutive dividend increases), Brookfield Asset Management (4.2% yield with over $1 trillion in assets under management), and T. Rowe Price (4.8% yield with 39 years of consecutive dividend increases). These companies are better insulated from rising rate environments due to their scale, financial strength, and business models that don't directly depend on interest rate levels.

09/15/2026, 11:15 PM • The Motley Fool

Brookfield Agrees to Acquire Reliance Worldwide Corporation

Brookfield announced an agreement to acquire 100% of Reliance Worldwide Corporation, a global plumbing and heating solutions manufacturer, for US$3.38 per share (US$2.8 billion enterprise value). The all-cash transaction is expected to close in Q1 2027, subject to shareholder and regulatory approvals. Brookfield plans to leverage its operating expertise to support Reliance's growth in the underpenetrated push-to-connect fittings market.

09/15/2026, 7:31 PM • GlobeNewswire

Bloom Energy vs. FuelCell Energy: Which Data Center Fuel Cell Maker Is the Better Buy Right Now?

Bloom Energy and FuelCell Energy are competing to power AI data centers. Bloom Energy has emerged as the market leader with $1.065B in Q2 2026 revenue (up 166% YoY), a $20B backlog, and a 225% year-to-date stock surge, but trades at a premium valuation. FuelCell Energy is a riskier, earlier-stage play with a $3.6B backlog and recent $300M capital raise, but faces execution challenges and currently operates at a loss.

09/10/2026, 6:05 PM • The Motley Fool

I Love Bloom Energy for 1 Reason, and It's Not the Backlog

Bloom Energy, a solid oxide fuel cell (SOFC) developer, has rallied over 2,000% in two years driven by AI data center demand. With a $20 billion backlog and expected revenue to more than double to $4.1 billion in 2026, the company maintains a competitive moat as the leader in utility-scale SOFC deployments. Despite a valuation of 39x next year's adjusted EBITDA, analysts view it as a strong buy due to its early-mover advantage and partnerships with major data center operators.

09/05/2026, 6:30 AM • The Motley Fool

BlackRock Wants 5% to 20% of Your Target-Date Fund in Private Assets

BlackRock is launching target-date mutual funds through Great Gray Trust that will allocate 5-20% of assets to private investments, offering 401(k) plan participants exposure to privately held businesses. The move aims to provide better diversification and potentially higher returns (about 50 basis points annually more than stocks) as the stock market becomes increasingly concentrated in large-cap and technology stocks.

09/04/2026, 4:30 AM • The Motley Fool

This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

08/28/2026, 6:15 PM • The Motley Fool