There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends.

Chevron stands out among Dow stocks with a 3.4% dividend yield, more than double the index average. Beyond traditional oil operations, the company's emerging power business—including a 20-year Microsoft contract to supply electricity to a Texas data center—offers more predictable cash flow. Additional growth drivers include new oil discoveries in Angola, expanded base oils distribution, and planned Venezuelan production increases.

09/11/2026, 3:05 AM • The Motley Fool

Bill Gates Says He Still Won't Invest in Crypto, Calls It a "Pure Mania-Driven Asset." Here's Why He's Right.

Bill Gates reiterates his stance against cryptocurrency investment, describing Bitcoin as a 'mania-driven asset' lacking fundamental value. Unlike stocks in productive companies that generate revenue and earnings, Bitcoin's value depends solely on future buyer demand. While Bitcoin could continue appreciating, Gates argues that diversified stock portfolios offer a more tangible foundation for long-term wealth building.

09/05/2026, 7:30 PM • The Motley Fool

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

09/04/2026, 7:30 AM • The Motley Fool

Forget the Industry Labels: Chevron and Caterpillar Are Both Betting on the AI Power Boom. Which 30+ Year Dividend Grower Wins?

Caterpillar and Chevron are both positioning themselves to provide electricity to AI data centers, but through different business models. Caterpillar currently has the advantage with a record $72 billion backlog for generators, while Chevron is building long-term recurring revenue through power contracts like its Microsoft deal. For dividend investors, Chevron's 3.5% yield and sustainable revenue model may be more attractive than Caterpillar's lower 0.8% yield, despite Cat's current momentum.

08/30/2026, 5:15 PM • The Motley Fool

Caterpillar's Power Generation Business Is Nearly as Big as Its Construction Segment. Here's What That Shift Means for the Stock's Multiple

Caterpillar's power generation unit has become nearly as large as its construction segment, driven by AI data center demand for generators and turbines. The power and energy division generated $8.2B in revenue with $2B in operating profit last quarter, exceeding construction metrics. With a $72B order backlog growing 92% YoY, the company is being valued like an AI infrastructure beneficiary at a forward P/E of 30+, though analysts see further upside potential.

08/29/2026, 9:30 AM • The Motley Fool

Bill Gates' Foundation Holds Berkshire Hathaway as Its Top Stock, a Signal of Its Preference for Steady Compounders Over Flashy Tech

The Gates Foundation Trust's $34.4 billion equity portfolio reveals a preference for industrial and consumer stocks over technology companies. With Berkshire Hathaway as its largest holding at $7.4 billion, the foundation also maintains significant positions in Caterpillar, Canadian National Railway, Waste Management, and Deere. This strategy demonstrates that solid long-term returns can be achieved through steady compounders rather than volatile tech stocks, while still benefiting from trends like AI-driven data center construction.

08/23/2026, 10:15 PM • The Motley Fool

Gas Turbine Prices Are on Track to Nearly Triple. These Stocks Are Cashing In

AI data centers are driving massive demand for natural gas power turbines to generate onsite electricity, with prices expected to nearly triple by end of 2025. Supply cannot keep up with demand, benefiting major turbine manufacturers. GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries are the primary beneficiaries, with Caterpillar and Woodward also gaining from this trend.

08/23/2026, 12:11 PM • The Motley Fool

Elon Musk Says AI Needs More Power Than the Grid Can Handle. Is He Right?

Elon Musk warns that AI's power demands exceed current grid capacity, prompting him to build off-grid power solutions including natural gas plants and solar. States like New York and Texas have slowed AI data center construction due to electrical demands. This creates investment opportunities in companies providing alternative power solutions for data centers.

08/07/2026, 12:15 PM • The Motley Fool

Palantir Soars 27% and Caterpillar Helps Lift the Dow 800 Points

Major stock indexes rallied on Tuesday driven by strong earnings reports. Palantir Technologies surged 27% on faster-than-expected AI platform adoption by commercial customers, while Caterpillar jumped 6% after crushing Q2 estimates with 17% revenue growth. Semiconductor stocks broadly recovered from July's selloff, with the iShares Semiconductor ETF gaining 6.3%. The Dow rose 1.5% (800 points), Nasdaq gained 1.9%, and S&P 500 added 1.3%, with participation from 22 of 30 Dow components.

08/04/2026, 1:13 PM • The Motley Fool

The Dow Adds 560 Points as Oil Prices Fall Off a Cliff

Stock markets rallied on Monday with the Dow up 1.1% (~560 points), S&P 500 up 1.2%, and Nasdaq up 1.8%, driven by falling oil prices following Trump's decision to pursue diplomatic talks with Iran instead of military strikes, and renewed optimism around AI spending after strong earnings reports from major tech companies.

08/03/2026, 1:04 PM • The Motley Fool

Caterpillar Will Remain an Important AI Stock for a Long Time

Caterpillar has emerged as a key AI stock by supplying power generators and construction equipment for data centers. The company delivered 22% YoY revenue growth in Q1, with its power and energy segment driving results. With a record $62.7 billion order backlog and projections for 15-30% annual data center electricity growth through 2030-2035, Caterpillar is positioned for sustained double-digit revenue growth while returning capital to shareholders.

07/31/2026, 6:37 PM • The Motley Fool

Here's Why Caterpillar Is a Buy Before Earnings

Caterpillar stock has declined 16.4% over the past month and is trading 22.3% below its 52-week high amid AI trade cooling. However, the article suggests this pullback presents a buying opportunity for long-term investors ahead of the company's Q2 earnings report on August 4. The key growth driver is Caterpillar's energy and power segment, which grew 30% last year and is positioned to benefit from massive data center buildouts by hyperscalers planning to spend up to $700 billion on infrastructure this year.

07/30/2026, 9:05 AM • The Motley Fool

Stock Market Today, July 29: Stocks Slide on Hawkish Fed and Increased Middle East Tensions

Major U.S. stock indices declined on July 29, 2026, as the Federal Reserve held rates steady but three officials voted for a hike, signaling a hawkish stance. Geopolitical tensions in the Middle East and a surprise Iran missile attack further pressured equities. The S&P 500 fell 1.52%, the Dow dropped 2.19%, and the Nasdaq declined 1.74%. Energy stocks gained on higher oil prices, while industrials and technology sectors suffered significant losses.

07/29/2026, 5:01 PM • The Motley Fool

Jensen Huang Says AI Needs "1,000 Times More Power Than We Currently Have." These 3 Industrial Stocks Will Deliver It.

Nvidia CEO Jensen Huang highlighted that AI computing requires 1,000 times more power than currently available. With data center power demand projected to double by 2027 and reach 12% of U.S. electricity by 2030, three industrial companies are positioned to capitalize: GE Vernova (natural gas turbines), Vistra (power utility with long-term AI data center contracts), and Caterpillar (mobile generators and energy storage systems).

07/29/2026, 3:05 PM • The Motley Fool

Market Indexes Tumble on Geopolitical Tensions and Chip Stock Selloff

U.S. stock markets fell sharply on Wednesday amid renewed Middle East geopolitical tensions and ahead of the Federal Reserve's policy decision. The Dow dropped 1.7%, S&P 500 fell 1.0%, and Nasdaq declined 1.3%. Semiconductor stocks were hit hardest, with the sector extending a 10% weekly decline. Oil prices surged over 6% on Iran tensions, pressuring energy-dependent companies across sectors.

07/29/2026, 1:29 PM • The Motley Fool