There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends.

Chevron stands out among Dow stocks with a 3.4% dividend yield, more than double the index average. Beyond traditional oil operations, the company's emerging power business—including a 20-year Microsoft contract to supply electricity to a Texas data center—offers more predictable cash flow. Additional growth drivers include new oil discoveries in Angola, expanded base oils distribution, and planned Venezuelan production increases.

09/11/2026, 3:05 AM • The Motley Fool

The EV Brain Drain: Lucid Is Bleeding Talent While Rivian Is Evolving

Rivian's CFO Claire McDonough is departing for GE Vernova after nearly six years, but the transition is orderly and reflects the company's evolution from startup fundraising to mass manufacturing. In contrast, Lucid is experiencing a severe executive exodus under new CEO Silvio Napoli, including the departure of founder Peter Rawlinson, CFO Taoufiq Boussaid, and multiple senior engineers. Lucid's sweeping restructuring, layoffs, and delayed product launches signal deeper troubles, making Rivian appear the more stable long-term EV investment.

09/08/2026, 8:30 PM • The Motley Fool

BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?

BWX Technologies trades at lower valuations than nuclear peers despite being the sole supplier of reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleets. The company reported 18% revenue growth to $901.6M in Q2, signed $1.4B in new Navy contracts, and raised full-year guidance to $3.8B revenue and $4.70-$4.80 EPS. With an $8.6B backlog and diversification into commercial nuclear and medical isotopes, BWX presents a value opportunity in the nuclear sector.

09/06/2026, 9:05 AM • The Motley Fool

Forget the Chip Shortage -- Anthropic's Real Constraint Is Electricity. Here's the Energy Stock That Wins.

As AI data centers rapidly expand, electricity has become a critical bottleneck for hyperscalers, with the U.S. AI sector potentially requiring 50 GW of power by 2028. GE Vernova is well-positioned to capitalize on this demand through its gas turbines and power solutions, with heavy-duty gas equipment orders jumping fourfold in Q2 and a backlog reaching $176 billion.

09/02/2026, 4:25 AM • The Motley Fool

This Unstoppable Trend Could Mint the Industrial Sector's Next Big Winners

AI and data centers are driving massive increases in electricity demand, with projections showing data center power consumption could rise from 5% to 20% of U.S. electricity by 2035. This is spurring global nuclear energy expansion, creating investment opportunities in uranium mining, small modular reactor (SMR) developers, and nuclear fuel manufacturers.

09/01/2026, 10:30 PM • The Motley Fool

Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.

While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.

09/01/2026, 2:15 PM • The Motley Fool

What Is a Small Modular Reactor, and Why Is Big Tech Signing Multi-Decade Deals for Them?

Small modular reactors (SMRs) are compact nuclear reactors producing up to 300 MWe per unit, much smaller than conventional plants. Major tech companies including Google, Amazon, and Oracle are signing multi-decade deals for SMR capacity, driven by rising power demands from cloud infrastructure and AI markets. Key SMR producers NuScale, Oklo, and GE Vernova are positioned to benefit from this growing demand.

09/01/2026, 1:30 PM • The Motley Fool

I Wouldn't Sell GE Vernova, Even After the Wind Business Fell 40%

GE Vernova's wind business orders dropped 40% year-over-year in Q2, causing a 15% stock decline. However, the company's diversified business model remains strong with 88% organic order growth overall, driven by booming power and electrification segments. The recent acquisition of ProlecGE positions the company well for future growth, making the stock dip an opportunity for long-term investors.

09/01/2026, 1:15 PM • The Motley Fool

A Wall Street Journal Report on $3 Trillion in Off-Balance-Sheet AI Commitments Recently Tanked Vertiv and GE Vernova. Here's What Actually Changed.

A Wall Street Journal report revealed that major tech companies have $3 trillion in off-balance-sheet AI infrastructure commitments. While this initially spooked markets and caused Vertiv and GE Vernova stocks to drop, the article argues the figure isn't surprising given known spending plans, and these commitments are likely to be fulfilled due to contractual obligations and growing evidence that AI investments are delivering returns.

08/28/2026, 5:05 PM • The Motley Fool

2 Energy Stocks Riding the Data Center Power Crunch

As AI data centers face massive electricity demands, two energy companies are positioned to benefit: Constellation Energy, which operates the largest U.S. nuclear fleet and signed a 20-year power deal with Microsoft, and GE Vernova, which supplies power generation and distribution hardware with a $176 billion backlog.

08/23/2026, 2:35 PM • The Motley Fool

Gas Turbine Prices Are on Track to Nearly Triple. These Stocks Are Cashing In

AI data centers are driving massive demand for natural gas power turbines to generate onsite electricity, with prices expected to nearly triple by end of 2025. Supply cannot keep up with demand, benefiting major turbine manufacturers. GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries are the primary beneficiaries, with Caterpillar and Woodward also gaining from this trend.

08/23/2026, 12:11 PM • The Motley Fool

GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion.

GE Vernova's remaining performance obligation (backlog) has surged to $176 billion, driven by unprecedented demand for power generation equipment fueled by AI data center expansion and the global electricity investment supercycle. The backlog is evenly split between equipment sales ($87.8B) and services ($88.4B), with the company projecting it to reach $200 billion by 2027. GE Vernova is sold out of gas turbine production slots through 2030 and plans to scale production capacity to 30 GW by 2030.

08/22/2026, 7:05 PM • The Motley Fool

Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap. These Industrial Stocks Fill It.

Morgan Stanley estimates U.S. data centers will need 68 gigawatts of power by 2026-2028, with a 38-gigawatt shortfall. This creates significant opportunities for industrial companies supplying power generation, distribution, and cooling equipment. GE Vernova, Eaton, and Vertiv are positioned to benefit from surging demand for turbines, electrical infrastructure, and thermal management systems needed to close the power gap.

08/20/2026, 8:05 AM • The Motley Fool

Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.

AI data centers powered by Nvidia GPUs require 100-300 kW per rack, creating massive power demands that exceed traditional utility capacity. This bottleneck is driving capital to energy companies that can deliver reliable power through long-term agreements, off-grid solutions, and emerging technologies like small modular reactors and battery storage systems.

08/20/2026, 2:05 AM • The Motley Fool

Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

Major tech companies (Google, Amazon, Meta) are significantly increasing AI infrastructure spending, which benefits not just chip makers like Nvidia, but also less obvious beneficiaries in power generation and uranium supply. Cameco, a uranium provider for nuclear power plants, is positioned to win long-term as AI data centers increasingly rely on nuclear power, though benefits may take years to materialize as new nuclear facilities are built.

08/17/2026, 6:30 AM • The Motley Fool