Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026

FTAI Aviation stock surged 37.4% in H1 2026 despite volatility driven by AI investment, Iran conflict, and energy prices. The company operates three businesses: engine maintenance, aviation leasing, and the nascent FTAI Power division converting legacy aircraft engines into data center power turbines. While a CFM56 parts agreement with CFM International is positive, rising jet fuel prices from geopolitical tensions have reduced flight departure forecasts, creating near-term headwinds. FTAI Power revenue is expected to begin in 2027.

07/08/2026, 1:08 PM • The Motley Fool

Here's Why Oracle Stock Slumped in the First Half of 2026 (Hint: Microsoft Was Also Impacted)

Oracle and Microsoft stocks declined 24.8% and similarly in the first half of 2026 due to increased AI infrastructure capital spending requirements and significant exposure to OpenAI. Bond markets priced in increased default risk for Oracle following its $300 billion OpenAI deal, as investors question OpenAI's ambitious financial projections of $650 billion cash burn through 2030 against $280 billion expected revenue by 2030.

07/08/2026, 8:07 AM • The Motley Fool

The AI Boom Has a Power Problem. These Industrial Stocks Are Cashing In.

AI data center demand is straining power infrastructure, creating opportunities for industrial stocks. GE Vernova and nVent Electric are benefiting from surging orders for power solutions and cooling equipment, with both companies recently raising 2026 earnings guidance despite elevated valuations.

07/04/2026, 6:05 AM • The Motley Fool

Here's Why GE Vernova Stock Soared Last Month

GE Vernova stock rose 21.3% in June driven by increased AI infrastructure spending announcements from major hyperscalers. Oracle announced plans to increase capital spending to $90-95 billion in fiscal 2027, while Alphabet announced an $80 billion equity raise for AI infrastructure. These developments support higher long-term earnings forecasts for GE Vernova's gas turbines and electrification equipment used in AI data centers. The company's $163 billion backlog is expected to reach $200 billion by 2027.

07/02/2026, 10:10 AM • The Motley Fool

2 Hidden Industrial Stocks That Will Benefit From the AI Infrastructure Build-Out Not Named SpaceX or Intel

The article highlights ON Semiconductor and Rockwell Automation as undervalued industrial stocks poised to benefit from AI inference spending growth. ON Semiconductor's AI data center revenue is expected to double from $250M (2025) to $500M (2026), while Rockwell Automation is embedding AI inference models into its industrial automation solutions through partnerships with Nvidia. Both companies currently have low AI exposure but are positioned for significant long-term growth as the AI market shifts from infrastructure investment to inference deployment.

06/29/2026, 9:05 PM • The Motley Fool

These 2 Industrial Giants Have Crushed Tesla's Returns Over the Last 12 Months. Will The Party Continue?

Caterpillar and GE Vernova have significantly outperformed Tesla over the past 12 months, with CAT up 150% and GEV up 100% compared to Tesla's 17% gain. While both companies benefit from strong backlogs and growing demand for power infrastructure driven by AI and electric vehicles, their valuations have become stretched. Caterpillar appears overvalued with a P/E ratio of 50x versus its historical average of 19x, while GE Vernova, though slightly more appealing, also trades at elevated levels. Investors should exercise caution and consider building positions gradually rather than buying at current prices.

06/29/2026, 5:15 PM • The Motley Fool

SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

While SpaceX's $1.3-1.5 trillion valuation is justified by its three business segments (launch, Starlink, and xAI compute), analysts suggest better investment opportunities exist. ASML, Northrop Grumman, and GE Vernova offer more attractive risk-reward profiles in AI infrastructure, space economy, and power generation respectively. Tesla and AST SpaceMobile are viewed as overvalued relative to their growth prospects.

06/29/2026, 12:26 PM • Investing

The U.S. Government is Supercharging the Nuclear Energy Resurgence With $17.5 Billion in Loans. Here's What it Means for Utility Stocks.

The Department of Energy announced a $17.5 billion loan program to finance five nuclear projects centered on Westinghouse's AP1000 reactor technology. The initiative aims to resolve supply chain bottlenecks and accelerate manufacturing of reactor components. Westinghouse will partner with up to five utilities/energy companies, with each committing $500 million in equity. The program targets completion of 10 new reactors by 2030, benefiting nuclear industry players and utility stocks.

06/24/2026, 6:21 PM • The Motley Fool

Has Chevron Found a New Growth Platform?

Chevron has tentatively agreed to provide 2.7 gigawatts of electricity to a Microsoft data center in West Texas through a partnership with GE Vernova to build a natural gas-powered power plant. The 20-year agreement represents a potential new growth platform for Chevron to diversify beyond oil and gas into the AI data center sector, though it remains a modest deal relative to the company's overall operations.

06/24/2026, 2:15 PM • The Motley Fool

Chevron’s Microsoft Deal Turns Natural Gas Into an AI Trade

Chevron and Microsoft announced a 20-year, 2.67 gigawatt natural gas power purchase agreement (Project Kilby) to power a dedicated AI data center campus in Texas. The deal allows Chevron to monetize stranded natural gas from its Permian Basin operations while providing Microsoft with reliable baseload power independent of the public grid. The $7 billion project targets mid-teen IRR and represents a strategic shift for traditional energy producers to capitalize on AI infrastructure demand.

06/24/2026, 9:06 AM • Investing

Why Has Caterpillar Stock Soared 184% in the Last 12 Months?

Caterpillar's stock has surged 184% over the past year, significantly outpacing the S&P 500's 25% gain. The company's power and energy division, which supplies reciprocating engines and generator sets to AI data centers, has become a major growth driver. With management projecting sales to triple between 2024-2030 and a 32-year streak of dividend increases, analysts believe the stock has further upside potential.

06/24/2026, 6:31 AM • The Motley Fool

Here's Why Shares in GE Vernova Declined Today

GE Vernova shares fell 7.4% amid a broad-based sell-off in AI data center stocks triggered by South Korean regulatory concerns about leveraged funds tracking semiconductor companies. Despite the decline, the company's fundamentals remain strong with continued backlog growth and slot reservation agreements extending to 2031. The sell-off reflects profit-taking in a sector that has surged over the past year rather than fundamental concerns about AI investment demand.

06/23/2026, 2:26 PM • The Motley Fool

Chevron is Building a Massive Power Plant to Support a Microsoft AI Data Center. Here's What it Means for the Energy Stock.

Chevron has signed a 20-year power agreement with Microsoft to build a 2.67 GW natural gas-fired power plant in Texas called Project Kilby to support Microsoft's AI data center. The $7 billion project represents a new growth platform for Chevron, leveraging its Permian Basin gas resources to generate predictable cash flows and reduce commodity price volatility, with power delivery expected to begin in 2028.

06/22/2026, 2:30 PM • The Motley Fool

The Nuclear Power Comeback Is Real -- and These 3 Stocks Are the Best Way to Play It

Nuclear power is experiencing a resurgence as renewables fail to meet growing electricity demand, particularly from AI data centers. The article highlights three investment opportunities: Cameco for uranium supply, GE Vernova for small modular reactor development, and Vistra for nuclear power generation capacity expansion.

06/22/2026, 12:15 PM • The Motley Fool

The $725 Billion AI Capex Cycle Has 3 Bottlenecks: Power, Memory, and Optical Bandwidth. 3 Stocks Poised to Win Big.

Goldman Sachs expects $765 billion in AI infrastructure investments this year, with major bottlenecks in power supply, memory chips, and optical bandwidth. The article identifies three companies positioned to benefit: GE Vernova for power generation solutions, Micron Technology for high-bandwidth memory chips, and Marvell Technology for optical networking equipment.

06/22/2026, 6:26 AM • The Motley Fool