Small Cap ETFs from iShares Offer Exciting Growth Opportunities. Is IWO or ISCG the Better Buy?

The article compares two iShares small-cap growth ETFs: IWO (Russell 2000 Growth) and ISCG (Morningstar Small-Cap Growth). While ISCG offers a lower expense ratio (0.06% vs 0.24%) and higher dividend yield, IWO has demonstrated superior performance across most timeframes with 41.2% 1-year returns versus 33% for ISCG. The analysis recommends IWO for investors prioritizing performance over cost savings.

06/22/2026, 4:29 PM • The Motley Fool

Eos Energy vs. Plug Power: One Clean Energy Stock Looks Compelling Right Now

The article compares two clean energy companies: Eos Energy Enterprises, which manufactures zinc-based battery storage systems, and Plug Power, which builds a hydrogen ecosystem. Both are currently unprofitable but scaling operations. The author recommends Eos Energy as the better investment for 2026, citing its strong production ramp-up, $600 million backlog, and recent European partnerships, while noting Plug Power's history of missing hydrogen infrastructure timelines despite its profitability target of 2028.

06/22/2026, 4:18 AM • The Motley Fool

2 Best Stocks to Buy in the Market Right Now

As AI infrastructure demands surge, power has become a critical bottleneck in data center expansion. Bloom Energy and Oneok are positioned to capitalize on this trend through their energy infrastructure solutions. Bloom Energy provides on-site fuel cell power for data centers, while Oneok supplies natural gas infrastructure. Both companies show strong financial momentum but face execution risks.

06/14/2026, 10:30 AM • The Motley Fool

The AI Boom's Next Bottleneck Is Electricity. These 3 Stocks Are Positioned to Power the Build-Out.

As AI infrastructure demands surge, electricity has become the critical bottleneck. Three companies are positioned to capitalize: Bloom Energy provides on-site fuel cells for data centers, GE Vernova supplies grid equipment and gas turbines with massive backlogs, and Vistra locks in long-term power agreements with major tech companies. However, risks include project timing delays and potential deceleration in AI spending.

06/12/2026, 9:36 PM • The Motley Fool

ERock IPO: A $1.3B Power Play Solution

ERock Inc., a Houston-based modular natural gas generator manufacturer, completed a $600 million IPO at $21.50 per share to address the critical power infrastructure gap for AI data centers. The company reported a $1.3 billion order backlog (778.6% YOY growth) and plans to expand manufacturing capacity to 1.2 GW by end of 2026, though it currently operates at a loss while scaling production.

06/12/2026, 11:36 AM • Investing

The New Bottleneck Isn’t Computing Power — It’s Just Power

LIXTE Biotechnology Holdings (NASDAQ: LIXT), a clinical-stage biotech company, announced a definitive agreement to acquire NOMAD Transportable Power Systems and rebrand as NOMAD Power Solutions. The move positions the company to capitalize on a critical infrastructure gap: while data centers can be built in months, grid connections take 5-7 years. NOMAD's deployable, utility-grade battery systems aim to bridge this gap by offering mobile power solutions that bypass lengthy permitting processes. The company reported 175% YoY revenue growth in 2025 with projections of 135% growth in 2026 and 285% in 2027.

06/12/2026, 10:45 AM • GlobeNewswire

VONG vs. IWO: Large-Cap Stability or Small-Cap Growth Upside?

The article compares two growth-focused ETFs: Vanguard Russell 1000 Growth ETF (VONG), which offers lower costs and large-cap stability with a 0.06% expense ratio, and iShares Russell 2000 Growth ETF (IWO), which provides small-cap growth exposure with higher recent returns (32.4% vs 21.2% over 1 year) but a higher 0.24% expense ratio. VONG has outperformed over 5 years, while IWO has shown better recent performance, suggesting a potential market rotation toward small-cap stocks beyond the tech-dominated large-cap sector.

06/11/2026, 1:31 PM • The Motley Fool

Is Bloom Energy Impossible to Ignore Right Now? Here's What Smart Investors Should Know.

Bloom Energy stock has declined 24% from its recent peak due to concerns about slowing AI capex spending amid potential inflation and rising interest rates. However, the company is experiencing robust growth driven by surging demand for its advanced fuel cell solutions in AI data centers, with Q1 revenue up 130% and full-year guidance of $3.4-3.8B (80% growth). Despite strong fundamentals and strategic partnerships with Oracle and Brookfield, Bloom trades at a premium valuation (18x sales, 110x earnings), leaving limited margin for error.

06/11/2026, 10:30 AM • The Motley Fool

Forget Micron: These Two Russell 2000 Stocks Are Quietly Delivering Triple-Digit Gains

Bloom Energy (BE) and Applied Optoelectronics (AAOI) are outperforming Micron Technology with year-to-date gains of 169.57% and 402.38% respectively. Both companies are benefiting from AI infrastructure buildout—BE provides on-site fuel cells for data centers while AAOI supplies optical transceivers for AI chip connectivity. Major analysts have reiterated 'Outperform' ratings for both stocks, though they trade at elevated valuations of ~110-117x forward earnings.

06/11/2026, 7:36 AM • Benzinga

1 of My Top AI Dividends Just Popped 43% and It’s Still a Bargain

The Columbia Seligman Premium Technology Growth Fund (STK) dropped significantly following an AI stock selloff triggered by a stronger-than-expected jobs report. The author argues this is a buying opportunity, as the selloff is driven by profit-taking rather than fundamental concerns. The fund now trades at a 4.6% discount to NAV and offers a 3.6% yield, with holdings in major AI companies positioned to recover as market sentiment normalizes.

06/11/2026, 6:24 AM • Investing

Why Bloom Energy Stock Plunged Over 10% Today

Bloom Energy stock dropped over 10% after Crusoe Energy paused development of a 1.8 GW data center project in Wyoming where Bloom was set to supply fuel-cell systems. However, utility company Black Hills stated the project remains on track and expects it to begin by early 2028, suggesting the pause may not directly impact Bloom's revenue. The sell-off reflects investor concerns about potential slowdowns in AI spending and data center development.

06/10/2026, 3:16 PM • The Motley Fool

Should You Buy the Bloom Energy Stock Dip?

Bloom Energy stock has surged over 198% in 2026 following strong Q1 earnings showing 130% revenue growth and a return to profitability. However, shares have recently dipped 13% due to profit-taking by short-term traders rather than company-specific issues. While trading at a high forward P/E of 143, long-term investors may view the pullback as an opportunity given the company's growing demand from AI and cloud infrastructure clients.

06/10/2026, 3:15 PM • The Motley Fool

Forget the SpaceX IPO. This Stock Is a Better Bet for Long-Term Investors.

The article argues that Bloom Energy (BE) is a better long-term investment than the upcoming SpaceX IPO. Bloom Energy manufactures solid oxide fuel cells for onsite power generation and has demonstrated strong financial performance with 130% YoY revenue growth and a move to profitability. While trading at a premium valuation of ~60x forward earnings, the company's growth trajectory and the expanding fuel cell market justify the price for long-term investors. In contrast, SpaceX's IPO is viewed as overhyped, with Morningstar valuing it at roughly half the IPO price, and recent IPOs have historically underperformed after initial enthusiasm fades.

06/10/2026, 11:30 AM • The Motley Fool

FuelCell Energy Just Got a Wake-Up Call From Wall Street

FuelCell Energy surged over 12% following a Canaccord Genuity upgrade from Hold to Buy with a $30 price target. The upgrade reflects growing recognition that fuel cell technology is essential for powering AI data centers. The company's sales pipeline grew 267% sequentially to 4 GW, with 89% from potential AI data center clients. FuelCell Energy is investing $200-275 million to expand manufacturing capacity to meet anticipated demand.

06/10/2026, 11:22 AM • Investing

Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly

Bloom Energy stock surged 10.7% at market open on Tuesday but quickly gave up all gains by afternoon. The spike was driven by speculation that the company could be added to the S&P 500 index, as it now meets all criteria with a $70 billion market cap and recent profitability. Additionally, an analyst upgrade of rival FuelCell Energy validated the fuel cell market opportunity, where Bloom Energy is positioned as the industry leader with strong growth projections and major contracts including a 2.8 gigawatt partnership with Oracle.

06/09/2026, 2:26 PM • The Motley Fool