Marvell Stock Is Up 230% In 2026 — S&P 500 Debut Could Make That Look Conservative

Marvell Technology (MRVL) has surged 230% in 2026 and will be added to the S&P 500 effective June 22, which could drive further gains through forced institutional buying. The semiconductor designer benefits from strong AI infrastructure demand. However, recent S&P 500 inclusions show mixed results—while data center infrastructure companies like Comfort Systems USA and EMCOR Group have surged post-inclusion, ad-tech and software names like The Trade Desk have cratered.

06/08/2026, 10:02 AM • Benzinga

This Infrastructure Stock Is Up 124% This Past Year, and One Fund Dumped Its $38 Million Stake Last Quarter

Goodlander Investment Management exited its entire $37.77 million position in Primoris (PRIM) during Q4 2025, selling 275,000 shares. Despite the stock surging 124% over the past year and the company delivering solid growth with 19% revenue increase and 22% EBITDA growth, the fund's exit appears to be profit-taking after the dramatic rally rather than a rejection of the infrastructure theme, as the fund maintains other infrastructure and industrial holdings.

03/10/2026, 8:24 PM • The Motley Fool

This Energy Services Stock Up Nearly 100% Got a $36 Million Institutional Bet Last Quarter

Goodlander Investment Management made a significant $36 million investment in Liberty Energy (LBRT) by purchasing 1.95 million shares in Q4 2025, making it a top-5 holding in their portfolio. Liberty Energy shares have surged 96% over the past year, driven by strong revenue of $4 billion and $148 million in net income in 2025, with the company expanding into distributed power solutions for data centers and industrial users.

03/10/2026, 8:12 PM • The Motley Fool

Tom Gardner's 2026 Outlook: Volatility, Government Scrutiny, and Two AI-Adjacent Stocks

Tom Gardner, Motley Fool co-founder and CEO, outlines his 2026 investment outlook emphasizing market volatility preparedness and a diversified portfolio strategy. He predicts increased government intervention in large tech companies due to energy consumption and data privacy concerns, recommending investors diversify away from mega-cap tech. He highlights EMCOR and Moderna as beneficiaries of AI trends while maintaining a disciplined approach of holding 25+ stocks for 5+ years.

02/04/2026, 4:29 PM • The Motley Fool

This $8 Million ETF Buy Extends a Bond Ladder Spanning 2026 Through 2031

Indiana-based Kirr Marbach acquired 466,959 shares of the Invesco BulletShares 2031 Corporate Bond ETF (BSCV) worth approximately $7.80 million in Q4, extending its bond ladder strategy across maturities from 2026 through 2031. The move provides predictable cash flow and flexibility while maintaining investment-grade corporate bond exposure.

01/28/2026, 2:10 PM • The Motley Fool

What a $4 Million Move Further Into 2029 Bonds Signals for Long-Term Investors

Indiana-based Kirr Marbach increased its position in the Invesco BulletShares 2029 Corporate Bond ETF (BSCT) by 226,705 shares worth approximately $4.27 million. The move signals investor confidence in fixed-maturity corporate bonds as a portfolio ballast, offering predictable income streams and duration control amid rate volatility. The ETF, which matures in 2029, provides a 4.5% yield and serves as a volatility counterweight alongside equity holdings.

01/28/2026, 1:33 PM • The Motley Fool

For Data Centers, Power Is the New Real Estate

As AI-driven data center buildouts accelerate, power and real estate have become critical bottlenecks rather than computing capacity. Major tech companies are securing their own energy sources through nuclear power deals and renewable energy partnerships. Investors can gain exposure through direct data center operators, REITs, and ancillary 'picks and shovels' companies providing infrastructure, cooling, electrical systems, and engineering services.

01/21/2026, 12:33 PM • The Motley Fool

OCS completes acquisition of EMCOR UK, creating one of the largest hard services-led FM providers in the UK

OCS has completed its acquisition of EMCOR UK, creating one of the largest hard services-led facilities management providers in the UK. The combined business includes over 7,000 engineers and annual revenues exceeding £1 billion, with strengths in sectors like defence, healthcare, and technology-led engineering.

12/03/2025, 6:00 AM • Benzinga

Meet the Newest Addition to the S&P 500. The Stock Has Soared 200% Since Early Last Year, and Is Still a Buy Right Now, According to 1 Wall Street Analyst.

Emcor Group, a specialty infrastructure services contractor, recently joined the S&P 500 index and has seen remarkable stock growth of 200% since early 2024, driven by strong demand in AI data centers and infrastructure projects.

11/09/2025, 8:20 AM • The Motley Fool

Why Emcor Group Plunged Today

Emcor Group experienced a 17% stock drop despite beating quarterly earnings expectations, primarily due to near-term guidance that did not meet investor expectations, particularly in its AI data center-related electrical services segment.

10/30/2025, 3:08 PM • The Motley Fool

Why AppLovin Stock Zoomed Almost 19% Higher This Week

AppLovin's stock rose nearly 19% after being added to the S&P 500 index and receiving a price target increase from Wedbush analyst Alicia Reese, who raised the target to $725 per share based on strong growth in gaming and e-commerce segments.

09/12/2025, 4:14 PM • The Motley Fool