Why Insurance Stocks Can Be Some of the Market's Best Long-Term Compounders

Insurance companies can be powerful long-term compounders due to their ability to invest the float—premiums collected before claims are paid out. Different insurers take varying approaches: aggressive investors like Berkshire Hathaway invest heavily in stocks and acquire companies, while conservative insurers like Progressive focus on bonds for stable income. Cincinnati Financial offers a middle ground with ~39% equity exposure and a 50+ year dividend increase streak.

07/27/2026, 9:15 PM • The Motley Fool

NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout

NAVER, NVIDIA, and Brookfield announced plans to expand Korea's sovereign AI factory infrastructure from 55 megawatts to 200 megawatts by 2028, with NVIDIA investing $1 billion and Brookfield committing up to $9 billion. The expansion at NAVER's GAK Sejong data center will provide AI compute infrastructure for Korean and U.S. innovators, supporting NAVER's path toward gigawatt-scale AI infrastructure.

07/25/2026, 1:10 AM • GlobeNewswire

The AI Boom's Best-Kept Secrets: 3 Companies Flying Under the Radar

While semiconductor stocks dominate AI investment discussions, three lesser-known companies are quietly capitalizing on the broader AI infrastructure boom. Brookfield Corporation is launching AI infrastructure funds to address capital constraints, Energy Transfer is expanding gas pipeline capacity to power data centers, and Prologis is leveraging warehouse and data center demand driven by the estimated $7 trillion in data center capex expected by 2030.

07/22/2026, 1:05 PM • The Motley Fool

Brookfield Wealth Solutions Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual General and Special Meeting

Brookfield Wealth Solutions shareholders approved a corporate restructuring transaction that will result in the company being delisted and Brookfield Corporation becoming the new parent entity listed on TSX and NYSE under symbol 'BN'. The transaction is expected to close by year-end pending regulatory approvals. All nominated board directors were elected.

07/16/2026, 8:31 PM • GlobeNewswire

Brookfield Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual and Special Meeting

Brookfield Corporation received shareholder approval on July 16, 2026, for a transaction to simplify its corporate structure. Upon completion, Brookfield Corporation Ltd. will become the new parent entity, listed on TSX and NYSE under symbol 'BN'. The transaction is expected to close by year-end pending regulatory approvals. All 16 board director nominees were elected at the meeting.

07/16/2026, 8:27 PM • GlobeNewswire

Brookfield Quietly Built a $180 Billion Insurance Business. Here's Why It Could Be the Next Growth Engine.

Brookfield has quietly built a $180 billion insurance platform over the past five years through strategic acquisitions, with distributable earnings growing from $30 million in 2021 to $1.7 billion last year. The company plans to recombine with Brookfield Wealth Solutions and aims to grow insurance assets to $350 billion by 2030, with this segment expected to contribute 34% of total earnings growth and drive a projected 25% compound annual earnings growth rate through 2030.

07/14/2026, 2:05 PM • The Motley Fool

Brookfield Residential 2026 Second Quarter Results Conference Call Notice

Brookfield Residential Properties ULC announced that its 2026 second quarter financial results will be released on July 29, 2026, followed by a conference call on July 30, 2026 at 11:00 am EST to discuss quarterly results and business initiatives with senior management.

07/08/2026, 2:39 PM • GlobeNewswire

Here's Why Bloom Energy Stock Rallied Again Today

Bloom Energy stock surged 9.3% as of midday trading, driven by continued momentum in AI infrastructure demand. The rally was fueled by Anthropic's announcement of a $19 billion data center lease with TeraWulf, following Bloom's expanded $25 billion partnership with Brookfield last week. Bloom's solid-oxide fuel cell technology is becoming critical for powering AI data centers, with the stock up over 240% year-to-date.

07/06/2026, 12:15 PM • The Motley Fool

Berkshire Hathaway Is Really a Financial Powerhouse in Disguise. Here's What That Means for Investors.

Despite appearing as an industrial conglomerate, Berkshire Hathaway is fundamentally a financial stock built on its insurance operations. The company's strength lies in investing insurance float—premiums collected upfront before claims are paid. With nearly $400 billion in cash and new CEO Greg Abel taking over from Warren Buffett, Berkshire is well-positioned to capitalize on market downturns and continue its successful investment strategy.

07/04/2026, 7:15 PM • The Motley Fool

Shorting the Grid: Bloom Energy’s $25B AI Power Play

Bloom Energy and Brookfield Corporation expanded their strategic power-financing partnership from $5B to $25B to address AI data center power infrastructure bottlenecks. Bloom Energy's solid oxide fuel cell technology enables hyperscalers to bypass traditional utility grids with on-site power generation. The partnership represents a structural shift in data center development, with Bloom reporting 130.4% YoY revenue growth and a market cap exceeding $75B, while Brookfield provides foundational financing through its $100B AI Infrastructure Fund.

07/03/2026, 8:15 AM • Investing

Is GameStop the Next Berkshire Hathaway?

GameStop CEO Ryan Cohen has revived the struggling retailer and amassed nearly $7.4 billion in cash, leading to comparisons with Berkshire Hathaway. However, the article argues GameStop is not the next Berkshire Hathaway due to fundamental differences: GameStop lacks insurance float like Berkshire, and Cohen's activist investment approach differs from Buffett's long-term strategy. Cohen's attempted acquisition of eBay represents empire-building rather than Berkshire-style investing.

06/28/2026, 3:15 PM • The Motley Fool

Brookfield Announces Results of Conversion of its Series 24 Preference Shares

Brookfield Corporation announced that the conversion of its Cumulative Class A Preference Shares, Series 24 into Series 25 will not proceed, as only 1,400 shares were tendered for conversion against the required one million shares threshold. Holders of Series 24 Shares will retain their current shares.

06/22/2026, 5:00 PM • GlobeNewswire

How Insurance Companies Turn Their Premiums Into Billions in Profit

Insurance companies generate billions in profits by investing customer premiums (known as 'float') before paying out claims. While aggressive investors like Berkshire Hathaway use this strategy to invest in stocks and companies, most insurers take conservative approaches. Progressive generated nearly $1 billion in investment income in Q1 2026 alone. However, this strategy carries risks during bear markets when investment values decline, making insurance stocks volatile during market downturns.

06/13/2026, 7:15 PM • The Motley Fool

This Alternative Asset Manager Looks Built for a Higher-for-Longer World

Brookfield Corporation is well-positioned for a higher-for-longer interest rate environment due to its focus on infrastructure assets that provide essential services with pricing power. The company delivered strong Q1 2026 results with 7% year-over-year growth in distributable earnings and executed a $1 billion share buyback, demonstrating confidence in its business model and long-term growth prospects.

06/09/2026, 6:15 PM • The Motley Fool

The Most Underrated Part of Berkshire Hathaway Has Nothing to Do With Its Cash Pile

While Berkshire Hathaway's $400 billion cash hoard receives attention, the article argues that the company's true competitive advantage lies in its insurance float—the premiums collected that can be invested aggressively in stocks and acquisitions. Under new CEO Greg Abel, this core business model remains unchanged, and the float continues to be the engine driving Berkshire's long-term success.

06/09/2026, 10:15 AM • The Motley Fool