Constellation Energy vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?

The article compares two energy infrastructure leaders positioned to benefit from AI and data center power demand. Constellation Energy operates the largest U.S. carbon-free nuclear fleet with contracted long-term revenue, while GE Vernova manufactures grid infrastructure and turbines serving 25% of global electricity generation. The author recommends Constellation Energy for its durable nuclear assets and reliable power delivery, though acknowledges GE Vernova's strong backlog and equipment demand.

10/23/2026, 10:18 AM • The Motley Fool

The AI Bottleneck Takes Many Forms. These 7 Stocks Will Benefit.

As AI infrastructure expands, companies face multiple bottlenecks beyond chip production, including memory, power, cooling, and connectivity. Seven companies addressing these constraints—Nvidia, Micron, Lumentum, Coherent, GE Vernova, Bloom Energy, and Vertiv—are positioned to benefit as the industry shifts from one bottleneck to another.

10/23/2026, 8:30 AM • The Motley Fool

3 AI Stocks That Could Split in 2027

Following Nvidia and Broadcom's 2024 stock splits, three AI infrastructure stocks trading at high share prices are identified as potential split candidates by 2027: SanDisk (trading near $1,400), GE Vernova (around $900), and Advanced Micro Devices (approximately $540). While stock splits don't change company value, they can improve accessibility. The article cautions investors to focus on business fundamentals and valuations rather than split potential alone.

10/22/2026, 6:33 AM • The Motley Fool

Should You Buy GE Vernova Stock With $1,000 Right Now?

GE Vernova, a manufacturer of wind turbines, natural gas turbines, and grid management solutions, has surged nearly 600% since its 2024 spinoff from GE Aerospace. Despite a recent lull since April, the article argues this presents a buying opportunity. The company's $176 billion backlog, driven by AI data center demand and broader electricity needs, supports durable long-term growth. With 80% of orders from traditional customers and only 20% from data centers, the growth outlook extends beyond AI trends. Analysts rate GEV a strong buy with a consensus price target of $1,199.47.

10/22/2026, 5:50 AM • The Motley Fool

Centrus vs. BWX Technologies: Which Nuclear Supply Chain Stock Is the Better Buy After the Sell-Off?

Both Centrus Energy and BWX Technologies are positioned in the growing nuclear supply chain, benefiting from surging electricity demand from AI data centers and government support for nuclear energy. Centrus has declined 54% in 2026 as it undergoes capital-intensive expansion to become a domestic producer of enriched uranium fuel for advanced reactors. BWX Technologies has fallen 22% and maintains an exclusive, stable position as the sole supplier of weapons-grade nuclear fuel for the U.S. Navy with long-term contracts.

10/21/2026, 9:45 PM • The Motley Fool

Flue Gas Desulfurization (FGD) System Market: Global Forecast to 2031 | Tougher Sulfur Rules Keep Flue-Gas Scrubbers in Demand as Energy Transition Looms

The global flue gas desulfurization system market is projected to grow from $23.6 billion in 2026 to $31.7 billion by 2031, with a CAGR of 6.1%. Growth is driven by stringent SO2 emission regulations, retrofit programs for aging coal plants, and continued coal reliance in developing economies. Dry & semi-dry FGD systems are expected to record the highest growth, while power generation remains the leading end-use industry. Europe is positioned as the second-largest regional market.

10/20/2026, 5:00 AM • GlobeNewswire

A 160-Year-Old Coal Lesson Says AI’s Power Problem Is About to Get Worse

As AI becomes cheaper and more efficient, demand paradoxically increases rather than decreases—mirroring the 1865 Jevons paradox with coal. Analyst James Altucher argues that Elon Musk is addressing AI's critical power bottleneck through vertical integration, including plans for orbital data centers powered by solar energy and a new chip manufacturing facility called Terafab. Altucher highlights a small supplier company as key to powering Musk's infrastructure network.

10/18/2026, 4:15 PM • GlobeNewswire

Prices Up 195%. Waitlists to 2031. Welcome to AI’s Power Panic.

AI companies face a critical power shortage bottleneck, with turbine costs up 195% since 2019 and delivery delays extending to 2031. James Altucher argues Elon Musk is circumventing this crisis by moving AI computing to space, where solar panels operate up to 8x more efficiently, leveraging SpaceX's existing rocket infrastructure and satellite capabilities.

10/18/2026, 8:15 AM • GlobeNewswire

GE Vernova vs. Caterpillar: Which Has More Exposure to the AI Power Build-Out?

Both GE Vernova and Caterpillar are benefiting from massive AI infrastructure spending, with hyperscaler capital investments expected to reach $1.7 trillion by 2027. GE Vernova has greater direct exposure to data center power needs through gas turbines and electrification equipment, with a $176 billion backlog and 20% of orders from data centers. Caterpillar benefits from backup power systems and construction equipment for data centers, with a $72 billion backlog. GE Vernova has outperformed significantly since 2024 (+596% vs +149%), but both stocks have declined from recent highs.

10/18/2026, 2:30 AM • The Motley Fool

AI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fix

AI data centers face a significant electricity shortage, with the U.S. alone projected to have a 32-gigawatt shortfall by 2028. The article identifies seven stocks positioned to benefit from this power crisis: utility companies with nuclear capabilities (Constellation Energy, NextEra Energy, Vistra), equipment manufacturers for power generation and management (GE Vernova, Bloom Energy, Eaton, Vertiv). These companies are capitalizing on growing demand for alternative power solutions and energy-efficient infrastructure.

10/15/2026, 8:30 AM • The Motley Fool

Got $5,000? 2 Stocks Supplying the AI Data Center Power Crunch.

With data center electricity demand projected to grow 24% annually through 2030, Vistra and GE Vernova are positioned to capitalize on the power supply gap. Vistra's adjusted operating profit grew over 30% year-over-year despite a 19% stock decline, while GE Vernova boasts a $176 billion backlog with data center orders more than doubling. Both stocks trade at high valuations but analysts project robust earnings growth of 34-36% annually.

10/14/2026, 5:05 PM • The Motley Fool

Stock-Split Watch: Is GE Vernova Next?

GE Vernova stock has surged sevenfold since its April 2024 spinoff from General Electric, trading above $1,000 per share. With a $176 billion order backlog, strong free cash flow generation ($5.1B in Q2), and expanding margins, the company's strong fundamentals have led analysts to speculate whether a stock split may be forthcoming. While stock splits don't change company value, they can signal management confidence and improve accessibility to retail investors.

10/13/2026, 11:37 AM • The Motley Fool

AI Data Centers Are Power Hungry. These 6 Power and Cooling Stocks Could Benefit Through 2030.

AI power demand is expected to double between 2024 and 2030, reaching 945 terawatt-hours annually. This massive growth in electricity consumption presents significant investment opportunities across the power and cooling supply chain, benefiting companies that provide fuel cells, electrical components, cooling systems, turbines, and utility services.

10/10/2026, 9:15 AM • The Motley Fool

The S&P 500 Is Not Enough: My 3-Stock Starter Portfolio for New Investors

While S&P 500 index funds offer reliable long-term returns, the author recommends three individual stocks for new investors seeking more upside potential: Alphabet for its dominant search business, GE Vernova for its growing energy infrastructure backlog, and Berkshire Hathaway as a diversified holding company with Warren Buffett's proven investment philosophy.

10/09/2026, 8:30 AM • The Motley Fool

Is NuScale Power Stock a Buy After September Slump?

NuScale Power stock fell 14.8% in September and nearly 55% year-to-date amid analyst downgrades, cash-burn concerns, and competitive pressure. UBS downgraded the stock to sell with a $6 price target, citing lack of firm customer commitments and a 5+ year build timeline while competitors advance faster. The company reported a 99% revenue collapse to $75,000 in Q2 with $65 million in operational losses. Investors await Q3 earnings on Nov. 5 for news on converting the non-binding TVA agreement into a definite contract.

10/08/2026, 10:37 AM • The Motley Fool