Chevron is Building a Massive Power Plant to Support a Microsoft AI Data Center. Here's What it Means for the Energy Stock.

Chevron has signed a 20-year power agreement with Microsoft to build a 2.67 GW natural gas-fired power plant in Texas called Project Kilby to support Microsoft's AI data center. The $7 billion project represents a new growth platform for Chevron, leveraging its Permian Basin gas resources to generate predictable cash flows and reduce commodity price volatility, with power delivery expected to begin in 2028.

06/22/2026, 2:30 PM • The Motley Fool

Meet the Magnificent Vanguard ETF Obliterating the S&P 500 in 2026 Because of Its Unique Momentum-Driven Strategy

The Vanguard U.S. Momentum Factor ETF (VFMO) has returned 24% in 2026, more than double the S&P 500's return, by using a rules-based strategy that buys stocks with sustained upward momentum over the last 12 months. Since its 2018 inception, the ETF has delivered a compound annual return of 15.7%, consistently beating the S&P 500's 12.7% average annual return. The strategy automatically identifies winning stocks across sectors without requiring investor guesswork.

06/19/2026, 2:30 AM • The Motley Fool

S&P 500 Bounces Back; Dow Largely Sits This One Out

The S&P 500 rebounded 1% on Thursday after Wednesday's Fed-induced decline, driven by two major catalysts: President Trump's interim Iran peace deal that temporarily reopened the Strait of Hormuz, and an announced Apple-Intel chip partnership. While semiconductor stocks surged, the Dow lagged with only 0.4% gains. SpaceX declined 9.9%, offsetting broader tech strength.

06/18/2026, 1:18 PM • The Motley Fool

These Stocks Are Built to Thrive in a Higher-for-Longer Economy

With inflation remaining elevated above the Federal Reserve's 2% target and interest rates expected to stay high, five stocks are positioned to thrive in a higher-for-longer economic environment: JPMorgan Chase benefits from sustained high rates through increased net interest income; Visa gains from higher nominal GDP growth and transaction values; Caterpillar capitalizes on strong industrial CapEx and data center demand; Brookfield Infrastructure Partners leverages inflation-indexed contracts; and Walmart dominates through scale advantages and attracts price-conscious consumers.

06/15/2026, 5:12 PM • Investing

2 AI Stocks You Never Saw Coming -- and They Come With Dividends

As AI data centers rapidly expand their energy demands, industrial manufacturers Caterpillar and Ford are emerging as unexpected beneficiaries. Caterpillar is leveraging its autonomous mining fleet and selling power generation equipment to data centers, while Ford is building Ford Energy, a battery storage subsidiary targeting data center customers. Both companies offer dividend safety alongside growth potential in the energy storage and power generation sectors.

06/11/2026, 9:30 AM • The Motley Fool

Caterpillar Inc. Increases Dividend

Caterpillar Inc. announced an 8% increase in its quarterly dividend to $1.63 per share, payable August 19, 2026. The company, with 2025 revenues of $67.6 billion, maintains its position on the S&P 500 Dividend Aristocrats Index with 32 consecutive years of higher annual dividends. CEO Joe Creed attributed the increase to strong execution of the company's enterprise strategy and robust MP&E free cash flow.

06/10/2026, 4:05 PM • Benzinga

Dow Jones Tumbles Over 1% as Energy-Driven Inflation and Iran Conflict Rattle Markets

Major stock indexes fell over 1% on June 10, 2026, as May's Consumer Price Index rose 4.2% year-over-year (highest since April 2023) with energy prices driving over 60% of inflation. President Trump's threats of military action against Iran triggered a midday selloff. Tech stocks and semiconductors led declines, while Bitcoin unexpectedly rose as a safe haven amid geopolitical uncertainty.

06/10/2026, 1:08 PM • The Motley Fool

Here Are 5 AI-Related Stocks to Buy and Hold for the Next 5 Years

As hyperscalers invest hundreds of billions in AI data center infrastructure, demand for critical inputs like copper, electricity, memory, and electronic components is surging. The article recommends six companies positioned to benefit from this trend: copper miners (COPX), power generation (GE Vernova), memory chips (Micron Technology, SanDisk), capacitors (Taiyo Yuden), and construction equipment (Caterpillar).

06/07/2026, 9:30 AM • The Motley Fool

Market Indexes Tumble at Midday as Treasury Yields Spike on Hot Employment Report

Stock markets declined sharply on June 5, 2026, after a stronger-than-expected jobs report showing 172,000 new nonfarm payrolls sparked concerns about potential Federal Reserve rate hikes. The Nasdaq fell nearly 3%, the S&P 500 dropped 1.8%, and the Dow slipped 0.8%. Technology stocks were hit hardest, with semiconductor companies experiencing significant losses. Defensive sectors like healthcare, utilities, and consumer staples gained as investors rotated to safer assets.

06/05/2026, 2:20 PM • The Motley Fool

Generac’s AI Power Pivot Raises a Bigger Question About Data Center Demand

Generac Holdings has strategically pivoted from residential backup generators to become a critical infrastructure supplier for AI data centers. The company secured a landmark global supply agreement with an undisclosed hyperscaler (likely connected to the Stargate AI project) and reported strong Q1 2026 results with 12% YoY revenue growth and 35% EPS beat. However, the stock trades at a premium 87x P/E ratio with no insider buying activity and recent CEO stock sales, presenting valuation risks despite compelling growth prospects.

06/05/2026, 11:14 AM • Investing

Mobile Forensics Market Surges to $9.99 billion at a CAGR 11.8% by 2031 | Exclusive Report by MarketsandMarkets™

The global mobile forensics market is projected to grow from USD 5.72 billion in 2026 to USD 9.99 billion by 2031, driven by increasing complexity of mobile ecosystems, encrypted applications, and privacy-focused device architectures. North America leads with 43.1% market share, while law enforcement represents the largest vertical. Key growth drivers include AI-driven automation, convergence of mobile and cloud forensics platforms, and rising demand for forensic workstations.

06/04/2026, 10:00 AM • GlobeNewswire

United Rentals: The Industrial Stock Workhorse I'd Happily Hold Through Any Market Crash

United Rentals has delivered exceptional returns over the past decade with a 1,360% gain, significantly outperforming the S&P 500. The equipment rental company benefits from strong fundamentals including 10% revenue CAGR and 20% EPS CAGR, market leadership with 16% share of North American equipment rental market, and exposure to growing data center and utilities sectors. The company is also returning capital to shareholders through a $5 billion buyback program and 10% dividend increase, though valuation concerns and debt levels present some risks.

05/31/2026, 3:15 PM • The Motley Fool

Micron Hits $1 Trillion, Market Indexes Can't Agree on Much Else

Micron Technology surged 18% after UBS tripled its price target to $1,625, pushing the memory-chip maker past $1 trillion in market capitalization for the first time. The rally boosted the Nasdaq and S&P 500, while the Dow declined due to falling oil prices from Iran negotiations. Despite Micron's modest index weighting, it contributed more to market movement than major tech giants.

05/26/2026, 2:31 PM • The Motley Fool

Is Caterpillar a Buy, Sell, or Hold Amid the Iran War?

Caterpillar stock initially declined 6.7% following the start of the Iran war in late February but has since rebounded strongly, gaining 9.9% over a month-long period. Despite geopolitical volatility, the company posted impressive Q1 results with 22% sales growth and a record backlog. The stock is rated a buy, supported by strong exposure to AI data center construction, industrial reshoring trends, and continued shareholder returns through buybacks and dividends.

05/26/2026, 11:30 AM • The Motley Fool

Market Indexes Shake Off the Blues for a Green Friday Finish

U.S. stock market indexes reached record highs on Friday, with the Dow Jones gaining 0.9%, S&P 500 up 0.7%, and Nasdaq Composite rising 0.5%. Bond yields fell as Secretary of State Marco Rubio signaled progress in Iran peace talks, easing geopolitical tensions and oil price pressures. The S&P 500 is on track for its eighth consecutive weekly gain, driven by tech stocks and strong individual performers like Qualcomm and Apple.

05/22/2026, 2:23 PM • The Motley Fool