Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. X-Energy

Oklo and X-Energy are next-generation nuclear reactor companies capitalizing on growing energy demand. Oklo trades at a premium valuation (100x 2028 sales) due to earlier commercial deployment plans starting in 2027, while X-Energy appears undervalued (2.5x 2028 sales) despite a slower timeline to first deployments in the early 2030s. The analyst recommends X-Energy as the better value despite Oklo's near-term advantages.

10/20/2026, 1:30 PM • The Motley Fool

APAC Sustainable Data Center Market Size & Share - Industry Outlook and Forecast 2026-2031 | AI and Renewable Energy Investments Propel Market to USD 57.18 Billion

The APAC sustainable data center market is projected to grow from USD 16.74 billion in 2025 to USD 57.18 billion by 2031 at a CAGR of 22.72%, driven by AI infrastructure and renewable energy investments. Major operators are deploying advanced cooling technologies, long-term power purchase agreements, and on-site renewables to support high-density workloads while addressing grid constraints and sustainability targets. However, challenges include coal-dependent energy grids and water scarcity across the region.

10/13/2026, 6:51 AM • GlobeNewswire

A Battle of REIT ETFs: Which REIT ETF Offers Better Value for Income-Oriented Investors?

State Street Real Estate Select Sector SPDR ETF (XLRE) and iShares Select U.S. REIT ETF (ICF) are compared for income-oriented investors. XLRE offers lower costs (0.08% vs 0.32% expense ratio) and higher dividend yield (3.5% vs 2.7%), making it the better choice for most income investors despite similar performance profiles and overlapping holdings.

10/10/2026, 10:10 AM • The Motley Fool

Diraq Advances to Final Stage of DARPA’s Quantum Benchmarking Initiative

Diraq, a quantum computing company, has been selected by DARPA to advance to Stage C of the Quantum Benchmarking Initiative, the final stage of evaluating quantum computing approaches for utility-scale operation by 2033. The company will receive an initial $51 million tranche with up to $300 million total funding to validate its silicon-based quantum computing systems. Diraq plans to deploy the world's first silicon spin quantum computer in a commercial data center at Equinix in Sydney before the end of 2026 and aims to achieve utility scale by 2031 with over 2 million physical qubits.

10/07/2026, 5:35 PM • GlobeNewswire

Chile Data Center Colocation Market - Supply and Demand Analysis, Size, Share, and Forecast 2026-2031 | AI, Cloud, and Hyperscale Investment Fuel 15.47% CAGR

Chile's data center colocation market is projected to expand at a 15.47% CAGR from 2026 to 2031, driven by cloud adoption, AI investment, improved fiber connectivity, and government initiatives. The market is expected to reach 1,602.6 thousand square feet of utilized area and 45.12 thousand rack units by 2031. Key challenges include water scarcity, natural disasters, and environmental approval processes, while sustainability-focused projects like Ascenty's new renewable-powered facility reflect industry trends.

10/07/2026, 4:40 AM • GlobeNewswire

Indonesia Data Center Colocation Market - Supply and Demand Analysis 2026-2031 | AI and Hyperscale Demand Fuels 14.36% CAGR and Nationwide Expansion

Indonesia's data center colocation market is projected to grow at 14.36% CAGR through 2031, driven by AI adoption, hyperscale cloud expansion, and enterprise digital transformation. The market is expanding beyond Jakarta to secondary cities like Bekasi, Karawang, Batam, and Surabaya, with operators investing in liquid cooling infrastructure and higher-capacity systems. Utilized data center area is forecast to reach 8.01 million square feet by 2031, while rack capacity is expected to hit 198,000 units. Power availability remains a key constraint, though PLN is expanding grid infrastructure to support large-scale projects.

10/07/2026, 4:39 AM • GlobeNewswire

South Africa Data Center Colocation Market - Supply and Demand Analysis and Forecast 2026-2031 | AI, Cloud, and Connectivity Investments Fuel 12.09% CAGR Through 2031

South Africa's data center colocation market is projected to grow at 12.09% CAGR through 2031, driven by cloud adoption, AI deployment, and enterprise digitalization. The market is expected to reach 2.07 million square feet of utilized area and 55.91 thousand rack units by 2031. Major operators including Teraco, Africa Data Centres, and Vantage Data Centers are expanding capacity, while power reliability and talent shortage remain key challenges.

10/07/2026, 4:38 AM • GlobeNewswire

History Says Infrastructure Booms Create Winners and Losers. Here Are 3 AI Cloud Stocks to Watch.

As AI infrastructure demand grows, three companies are positioned to benefit: Amazon's AWS controls 28% of the cloud market with strong AI services; CoreWeave operates 51 data centers with a $104.2B revenue backlog and 102% projected revenue CAGR; and Equinix, a data center REIT with 282 global facilities, offers dividend income with 15% EPS growth expected through 2028.

10/06/2026, 12:35 PM • The Motley Fool

Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear to accelerate the speed and scalability of AI factories

Schneider Electric announced the world's first fully Software-Defined Medium Voltage (MV) switchgear at YOTTA 2026, enabling up to 3× faster ordering and manufacturing, up to 2× faster commissioning, and zero-downtime upgrades. The technology has been piloted with Equinix in a live data center environment, with broader availability expected in 2028.

09/28/2026, 10:00 AM • GlobeNewswire

Schwab REIT ETF vs. Vanguard Real Estate ETF: Which Wins for the Long Term?

Schwab U.S. REIT ETF (SCHH) offers a lower expense ratio of 0.07% versus Vanguard Real Estate ETF's (VNQ) 0.13%, but VNQ provides higher dividend yield (3.7% vs 2.9%) and broader diversification with 139 holdings. Over 5 years, SCHH delivered stronger returns ($1,101 vs $1,059 on $1,000 invested) with lower volatility. The article recommends VNQ for long-term income investors despite higher fees, citing superior dividend payouts and diversification.

09/26/2026, 7:28 AM • The Motley Fool

Mplify Announces Winners of the 2026 NaaS Excellence Awards

Mplify announced the winners of its 2026 NaaS Excellence Awards, recognizing organizations advancing Network-as-a-Service, automation, and AI-ready digital infrastructure. Major winners include PCCW Global (NaaS Service Provider of the Year), Lumen Technologies (North America), Equinix (Interconnection Infrastructure Leadership), and Tata Communications (Secure NaaS Leadership). Professional awards honored Ron Insler (RAD), Jeremy Villalobos (Orchest Technologies), Dan Pitt (Palo Alto), and Pascal Menezes (Mplify).

09/24/2026, 1:49 PM • GlobeNewswire

Vanguard Real Estate ETF vs State Street SPDR: Diversification or Cost

Vanguard Real Estate ETF (VNQ) and State Street Real Estate Select Sector SPDR ETF (XLRE) offer different approaches to real estate investing. VNQ provides broader diversification with 139 holdings and a higher 3.7% dividend yield but charges 0.13% in expenses. XLRE focuses on 30 large-cap stocks with a lower 0.08% expense ratio. Both delivered similar 5-year returns, but Vanguard's larger $70.8B asset base and higher yield make it the more solid long-term choice despite its slightly higher fees.

09/23/2026, 11:26 PM • The Motley Fool

Central & Eastern Europe (CEE) Existing & Upcoming Data Center Report 2026: Portfolio Expands as New Developments Unlock Growth Opportunities

A comprehensive analysis of the CEE data center market reveals 290 existing facilities and 51 upcoming projects across Austria, Czech Republic, Poland, and Russia. Russia leads with over 970 MW of capacity, while Poland and Russia together account for 40% of upcoming IT power capacity. Major operators include Rostelecom, IXcellerate, ATOMDATA, and DataPro, with significant growth opportunities in colocation, construction, power, and cooling infrastructure through 2031.

09/21/2026, 4:59 AM • GlobeNewswire

Middle East & Africa (MEA) Data Center Colocation Market Poised for Strong Growth Through 2031: AI, Automation, and Digitalization Accelerate Demand

The Middle East and Africa data center colocation market is projected to grow from USD 3.33 billion in 2025 to USD 12.88 billion by 2031, driven by AI adoption, cloud computing, digital transformation, and renewable energy investments. Major growth hubs include the UAE, Saudi Arabia, South Africa, Kenya, Nigeria, and Egypt, with significant investments from operators like Africa Data Centres, Digital Realty, Equinix, and emerging players like DataVolt and Desert Dragon Data Centers.

09/21/2026, 4:59 AM • GlobeNewswire

I Love Bloom Energy for 1 Reason, and It's Not the Backlog

Bloom Energy, a solid oxide fuel cell (SOFC) developer, has rallied over 2,000% in two years driven by AI data center demand. With a $20 billion backlog and expected revenue to more than double to $4.1 billion in 2026, the company maintains a competitive moat as the leader in utility-scale SOFC deployments. Despite a valuation of 39x next year's adjusted EBITDA, analysts view it as a strong buy due to its early-mover advantage and partnerships with major data center operators.

09/05/2026, 6:30 AM • The Motley Fool