The Next Big AI Bottleneck Isn't Chips -- It's Natural Gas. Here Are the Stocks to Buy Before the Crunch.

According to Chronometer Partners CIO Matthew Smith, natural gas will become critical to meet surging power demand from AI and other sources. U.S. natural gas exports are expected to ramp from 15 Bcf to 35 Bcf per day by 2030, with a potential 5 Bcf daily deficit emerging by 2027-2028. Smith recommends investing in natural gas producers, nuclear, and solar companies to capitalize on this emerging opportunity.

07/22/2026, 12:27 PM • The Motley Fool

9 High-Dividend Energy Stocks That Could Soar on the Back of Their Q1 Results

Oil prices have dropped from March peaks but remain elevated due to Iran conflict uncertainties and Strait of Hormuz vulnerabilities. Energy companies are positioned to report strong Q1 2026 earnings with sustained high oil prices. Nine undervalued US energy stocks with 2-4% dividend yields are identified as having 20-40% upside potential based on analyst price targets.

04/21/2026, 1:37 PM • Investing

9 High-Dividend Energy Stocks That Could Soar on the Back of Their Q1 Results

Oil prices have dropped from March peaks but remain elevated due to Iran conflict uncertainties and Strait of Hormuz vulnerabilities. Energy companies are positioned to report strong Q1 2026 earnings with solid outlooks. Several US energy stocks appear undervalued (20-40% below fair value) with analyst price targets 20-40% higher and dividend yields of 2-4%.

04/21/2026, 4:29 AM • Investing

Oil Above $90, Pump Above $4 — And 7 Energy Stocks Still Trading At A Wide Discount

Seven major energy stocks are trading at historically low valuations (7x-11x forward P/E) despite oil prices above $90/barrel due to the Strait of Hormuz crisis. The sector has underperformed crude oil gains, creating a potential opportunity if the supply disruption persists, though risks remain if a ceasefire rapidly brings prices back down to $65-70.

04/16/2026, 11:26 AM • Benzinga

Disciplined Growth Investors Trim InterDigital After Strong Run in Wireless Technology Stock

Disciplined Growth Investors reduced its stake in InterDigital by 181,788 shares (worth $64.27 million) after the wireless technology patent licensing company's stock surged 70.3% over the past year. The fund's position declined from 4.947% to 3.71% of assets under management, though InterDigital remains a significant holding at $193.94 million. The company develops and licenses wireless patents for 5G, IoT, and video coding technologies.

03/06/2026, 10:14 PM • The Motley Fool

Azul Resources II Announces Commitment from Carnelian Energy Capital

Azul Resources II, led by Zach Hart and the team from predecessor Azul Resources, has closed an equity commitment from Carnelian Energy Capital Management. The company will continue acquiring and developing assets in the Haynesville and Bossier Shale plays of East Texas and North Louisiana, leveraging the team's proven track record of building and operating natural gas assets in the region.

02/17/2026, 4:00 PM • GlobeNewswire

Oil Outlook Looks Ugly—That’s Why These 3 Energy Plays Matter

The U.S. Energy Information Administration expects crude oil supply glut to persist through 2026, potentially pushing prices to $55/barrel in Q1. Despite near-term headwinds for oil and gas stocks, three lesser-known energy companies present value opportunities for risk-tolerant investors: Expand Energy (LNG producer with strong cost management), Mach Natural Resources (shifting toward natural gas with low valuation), and Archrock (equipment supplier benefiting from secular energy demand).

12/25/2025, 11:05 AM • Investing

3 Companies to Watch as Natural Gas Stocks Make a Comeback

Natural gas stocks are gaining momentum due to early winter weather, strong LNG exports, and increasing AI infrastructure demand. Three companies are highlighted as potential investment opportunities in the natural gas sector.

11/20/2025, 10:23 AM • Investing

3 Companies to Watch as Natural Gas Stocks Make a Comeback

Natural gas stocks are gaining momentum due to winter weather, strong LNG exports, and AI infrastructure demand, with three companies showing promising potential in the sector.

11/20/2025, 9:20 AM • Investing

3 Dividends Up to 7.5% Powering the AI Boom

The article discusses how artificial intelligence's growing energy demands are creating opportunities in natural gas and pipeline companies, highlighting three dividend-paying stocks that benefit from increasing data center energy requirements.

09/19/2025, 5:33 AM • Investing

Buy the Dip on These Overlooked Names With Major Potential

The article highlights three overlooked stocks with potential growth opportunities: Qifu Technology, Expand Energy, and FTAI Aviation, each showing promising financial performance and strong analyst ratings despite market uncertainties.

08/04/2025, 1:08 PM • Investing