Bloom Energy vs. Oklo: Which AI-Power Stock Is the Smarter Buy Now?

Bloom Energy and Oklo both target AI-driven energy demand through different technologies—Bloom with solid oxide fuel cells and Oklo with microreactors. Bloom has surged 2,030% over two years with established revenue and major customers, while Oklo has gained 510% but remains pre-revenue and speculative. Despite Bloom's strong valuation multiples, it remains the better buy compared to Oklo's overvalued 156x 2028 sales multiple.

08/14/2026, 11:30 AM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

RWR vs. XLRE: Which Real Estate ETF Is the Better Buy?

The article compares two real estate ETFs: RWR, which offers broader diversification across 97 REIT holdings with a 0.25% expense ratio, and XLRE, which focuses on 31 S&P 500 real estate companies with a lower 0.08% expense ratio. RWR has outperformed XLRE significantly over the past year (25.08% vs 10.60% return), benefiting from exposure to smaller and mid-cap REITs outside the S&P 500. The choice depends on investor preference: XLRE suits those wanting lower costs and blue-chip concentration, while RWR appeals to those seeking broader real estate exposure despite higher fees.

07/29/2026, 6:30 AM • The Motley Fool

SCHH Offers Low-Cost U.S. REITs While REET Adds Global Reach

The Schwab U.S. REIT ETF (SCHH) provides a low-cost domestic REIT option with a 0.07% expense ratio, while the iShares Global REIT ETF (REET) offers broader diversification across developed and emerging markets at 0.14% expense ratio. REET offers higher dividend yield (3.36%) but comes with additional currency and regional risks, making the choice dependent on whether investors want simple U.S. exposure or global diversification.

07/28/2026, 1:00 AM • The Motley Fool

What Greg Abel Might Do With Berkshire Hathaway's Massive Cash Pile

New Berkshire Hathaway CEO Greg Abel is likely to deploy the company's $397 billion cash pile through increased stock buybacks, selective tech investments (particularly AI-related opportunities), and capital investments in Berkshire Hathaway Energy to capitalize on growing AI data center demand.

07/25/2026, 6:15 AM • The Motley Fool

RWR vs. GQRE: Which REIT ETF Is the Better Buy for Income Investors?

RWR and GQRE are two REIT ETFs with different strengths: RWR offers lower fees (0.25% vs 0.45%) and better one-year returns (21.45% vs 12.97%), while GQRE provides higher dividend yield (4.29% vs 3.35%) and broader global diversification with 205 holdings versus RWR's 98. The choice depends on investor priorities regarding cost, income, and geographic exposure.

07/16/2026, 6:33 AM • The Motley Fool

RWR vs. RWO: Should Your REIT ETF Include International Stocks?

The article compares two State Street REIT ETFs: RWR (domestic U.S. focus) and RWO (global exposure). RWR offers lower costs (0.25% vs 0.50% expense ratio), stronger 1-year returns (22.80% vs 17.50%), and better 5-year growth, while RWO provides broader international diversification across 224 holdings. For most investors, RWR's cost efficiency and superior performance make it the more attractive option despite RWO's global exposure.

07/09/2026, 7:11 AM • The Motley Fool

XLRE Keeps Real Estate Costs Low While RWO Adds Global Reach

The article compares two real estate ETFs: XLRE, which offers low-cost exposure to large-cap U.S. real estate companies with a 0.08% expense ratio, and RWO, which provides global real estate diversification but at a higher 0.50% expense ratio. Both funds offer identical 3.20% dividend yields, with XLRE being more suitable for cost-conscious investors seeking S&P 500 real estate sector exposure, while RWO appeals to those wanting international property market exposure despite added currency and regional risks.

07/07/2026, 3:21 PM • The Motley Fool

This Asset Class Has Lagged the Market for Years But Was the Best Performer in June. Time to Invest?

Real estate investment trusts (REITs) rebounded strongly in June and are up 9.5% in 2026, outperforming the broader market. After years of underperformance due to post-pandemic trends and elevated interest rates, REITs are benefiting from workers returning to offices and malls, data center growth driven by AI, and moderating interest rates. Key performing categories include lodging REITs (up 43%), data center REITs (up 33%), and healthcare REITs (up 20%), while only gaming and telecommunications REITs are down for the year.

07/06/2026, 12:17 PM • The Motley Fool

AI Is Starting to Scare Wall Street - We’re Calmly Buying Dividends Up to 12.3%

While AI concerns create market volatility and the S&P 500 trades at a pricey 25x P/E ratio, the article recommends three closed-end funds offering attractive dividend yields and trading at discounts to their net asset values. These funds provide exposure to bonds, real estate, and regional banks while benefiting indirectly from AI growth.

07/02/2026, 5:09 AM • Investing

ICF vs. VNQI: Which Real Estate ETF Is Setup for Better Returns in 2026 and Beyond?

The article compares two real estate ETFs: iShares Select U.S. REIT ETF (ICF), which offers concentrated exposure to 30 U.S. REITs with strong AI-driven data center holdings, and Vanguard Global ex-U.S. Real Estate ETF (VNQI), which provides diversified international real estate exposure with lower costs and higher dividend yields. ICF has outperformed VNQI over the past year due to AI infrastructure investments, while VNQI offers better diversification and cost efficiency.

07/01/2026, 2:25 PM • The Motley Fool

Data Center Infrastructure Market Expected to Reach US$ 752.12 Billion by 2034

The global data center infrastructure market is valued at $297.07 billion in 2025 and is projected to reach $752.12 billion by 2034, growing at a 10.9% CAGR. Growth is driven by cloud adoption, AI and HPC workload expansion, digital transformation, and rising data consumption. Key trends include liquid cooling adoption for high-density computing and expansion of multi-cloud and edge computing infrastructure.

07/01/2026, 9:47 AM • GlobeNewswire

Rising AI and HPC Workloads Propel Demand for Liquid Cooling in European Data Centers

Europe's data center construction market is expected to grow from $16.99 billion in 2025 to $58.74 billion by 2031, driven by liquid cooling adoption for AI workloads, digitalization, cloud expansion, and government support. Hyperscale data centers lead investments, with Western Europe and the Nordics dominating due to renewable energy availability and strategic locations.

07/01/2026, 4:51 AM • GlobeNewswire

VNQ vs. SCHH: Which Real Estate ETF Is the Better Buy?

The article compares two real estate ETFs: Vanguard Real Estate ETF (VNQ) and Schwab U.S. REIT ETF (SCHH). VNQ offers a higher dividend yield of 3.64% but charges a 0.13% expense ratio, while SCHH has a lower 0.07% expense ratio with a 2.78% dividend yield. The choice depends on investor priorities: VNQ suits income-focused investors near retirement, while SCHH appeals to long-term growth investors in accumulation mode.

06/29/2026, 7:24 AM • The Motley Fool

Schwab vs. iShares: Which U.S. REIT ETF Looks Best in 2026?

Schwab U.S. REIT ETF (SCHH) emerges as the more attractive option compared to iShares Select U.S. REIT ETF (ICF), offering a significantly lower expense ratio of 0.07% versus 0.32%, higher dividend yield of 2.8% versus 2.5%, and broader diversification with 120 holdings versus 30. Both funds delivered similar five-year performance, but Schwab's larger asset base of $10 billion provides greater liquidity and slightly better recent returns.

06/23/2026, 7:30 AM • The Motley Fool