Bloom Energy vs. the Grid: Why Data Centers Are Choosing Fuel Cells

AI-driven data centers face severe power constraints as electricity demand is projected to reach 565 TWh by 2026. Bloom Energy's solid-oxide fuel cells offer a rapid deployment alternative to traditional grid upgrades, enabling installation in under two months. The company has secured major deals with Oracle, Brookfield, and others, achieving $1.065 billion in Q2 revenue (166% growth) with 34% gross margins. However, the stock's sustainability depends on continued hyperscaler infrastructure spending.

07/31/2026, 8:05 AM • The Motley Fool

Sandisk Stock Has Surged More Than 2,000% in a Year. History Suggests This Is Where the Stock Could Be in 2028

Sandisk stock has surged over 2,300% in the past year driven by soaring NAND flash memory prices fueled by AI data center demand. With supply expected to remain constrained through 2028 and AI servers projected to account for 51% of NAND flash demand by 2027, analysts expect Sandisk's earnings to grow 20% in fiscal 2028. At a 20x earnings multiple, the stock could potentially reach $5,110 by 2028, representing a 5x gain from current levels.

07/29/2026, 2:22 PM • The Motley Fool

Micron Stock Has Surged 637% in a Year. History Has a Clear Answer Where It Will Be in 2027

Micron Technology has surged 637% over the past year driven by AI data center demand for memory chips, particularly high-bandwidth memory (HBM). The article argues the stock can sustain its rally into 2027 as memory supply shortages persist and prices continue rising. With projected earnings growth and a valuation below historical averages, analysts suggest Micron could see 2.8x upside potential over the next year.

07/29/2026, 2:12 PM • The Motley Fool

Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years

Nebius Group stock surged 19% after Nvidia disclosed a 9.3% equity stake worth $5 billion. The neocloud infrastructure provider, backed by Nvidia's $2 billion March investment, is positioned for significant growth in the AI data center market. Analysts project Nebius revenue could increase 7x in two years, potentially doubling the company's market cap to $110 billion by 2028 if it trades at Nasdaq multiples.

07/27/2026, 11:17 AM • The Motley Fool

Why Gartner Stock Swooned in the First Half of 2026

Gartner's stock plummeted nearly 49% in the first half of 2026 as investors worry that AI models are cannibalizing demand for the company's analysis and advisory services. Despite beating earnings estimates, the company reported anemic growth metrics, with global contract value rising less than 1% year-over-year and full-year revenue guidance falling below analyst consensus. The divestiture of its digital market division at a discounted price further spooked investors, and Q1 2026 results showed revenue declining 1.5% despite modest contract value growth.

07/23/2026, 3:12 AM • The Motley Fool

Micron's Biggest Rival Just Got a Lot Easier for US Investors to Own

SK Hynix, a major South Korean memory chip manufacturer, has listed on the Nasdaq via ADRs, making it easier for US investors to access this competitor to Micron. The company is well-positioned to capitalize on the AI-driven memory boom, with strong market share in DRAM (29%), HBM (58%), and NAND flash (18%). Analysts project SK Hynix stock could double from current levels based on expected 429% EPS growth in 2026 and attractive valuation multiples.

07/16/2026, 7:23 AM • The Motley Fool

9 Stocks With Strong Rebound Potential in the Second Half of 2026

After a strong first half of 2026 with the S&P 500 gaining 9.6% and Nasdaq up 12.8%, semiconductor and tech stocks have become overvalued while other quality companies have been oversold. The article identifies nine large-cap US stocks that have declined 40-48% year-to-date but remain undervalued by 24-63% according to fair value estimates, with analyst upside potential of 23-86%, presenting potential rebound opportunities in the second half of the year.

07/14/2026, 1:21 PM • Investing

9 Stocks With Strong Rebound Potential in the Second Half of 2026

After a strong first half of 2026 with the S&P 500 gaining 9.6% and Nasdaq up 12.8%, semiconductor and tech stocks have become overvalued while other quality companies have been oversold. The article identifies nine large-cap US stocks that have declined 40-48% year-to-date but remain undervalued by 24-63% according to fair value estimates, with analysts seeing 23-85% upside potential. The Trade Desk and Gartner are highlighted as examples of fundamentally sound companies that have been unfairly punished by market sentiment.

07/14/2026, 10:20 AM • Investing

9 Stocks With Strong Rebound Potential in the Second Half of 2026

After a strong first half of 2026 with the S&P 500 gaining 9.6% and Nasdaq up 12.8%, semiconductor and tech stocks have become overvalued while other quality companies have been oversold. The article identifies nine large-cap US stocks that have declined 40-48% year-to-date but remain undervalued by 24-63% according to fair value estimates, with analysts seeing 23-85% upside potential. Two highlighted examples are The Trade Desk (TTD) and Gartner (IT), which despite steep declines maintain strong fundamentals and growth.

07/14/2026, 6:18 AM • Investing

GARTNER, INC. (IT) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of Gartner, Inc.

Bernstein Liebhard LLP, an investor rights law firm, is investigating whether certain directors and officers of Gartner, Inc. breached fiduciary duties owed to the company. The firm is seeking shareholders who owned Gartner stock prior to February 24, 2025, to discuss their legal rights and options.

07/09/2026, 1:54 PM • GlobeNewswire

Investors Are Underestimating This Incredibly Cheap Artificial Intelligence (AI) Stock. Buy It Before It Joins the $2 Trillion Club

Meta Platforms is reportedly entering the AI cloud infrastructure market by selling excess computing capacity to customers. The company's heavy AI investments are showing tangible returns through improved user engagement and advertiser adoption. With a trailing P/E of 21 (below Nasdaq's 39), Meta could potentially reach a $2.5 trillion market cap within three years, representing 60% upside.

07/09/2026, 9:23 AM • The Motley Fool

Why Tenable Holdings Rallied on Monday

Tenable Holdings stock rallied 6.97% on Monday after Scotiabank analysts nearly doubled their price target from $26 to $50, upgrading the cybersecurity stock alongside peers. The analysts believe powerful AI models will increase cyber threats, forcing companies to boost cybersecurity spending beyond Gartner's predicted 14.5% growth. Tenable, named by Gartner as 'the company to beat' for AI-powered vulnerability assessment, trades at a reasonable 20x forward P/E despite its 100%+ rally since April.

07/06/2026, 4:05 PM • The Motley Fool

SpaceX, Cursor, and Reflection AI: The New AI Empire Wall Street Isn't Modeling Yet

SpaceX is rapidly expanding its neocloud business through major data center deals with tech giants like Anthropic, Google, and Reflection AI, generating an estimated $26 billion annual revenue run rate. However, the stock trades at a steep 103x price-to-sales ratio with heavy capital expenditures, presenting significant valuation risks despite the promising AI infrastructure opportunity.

06/30/2026, 3:28 PM • The Motley Fool

The Rise of AI Visibility Infrastructure

NEWMEDIA.COM released analysis on AI Visibility Infrastructure, showing how AI-driven search and recommendation systems are transforming digital visibility from marketing tactics into operational infrastructure. As traditional search volume declines and AI assistants mediate discovery, brands must coordinate their authority systems, content architecture, and analytics as one integrated system rather than isolated campaigns to appear in AI-generated answers. The company's RankOS™ operating system helps brands move from being cited to being recommended across AI platforms.

06/24/2026, 5:54 PM • GlobeNewswire

Prediction: Sandisk Will Become a Trillion-Dollar Company by the End of 2027

Sandisk is positioned to join the trillion-dollar market cap club by end of 2027, driven by surging demand for NAND flash memory from AI infrastructure and agentic AI applications. TrendForce significantly raised its NAND flash revenue estimates to $270.6B in 2026 and $379B in 2027. With a consistent 13% market share, Sandisk could generate ~$49.3B in revenue by 2027, potentially supporting a $1 trillion valuation even at a conservative 20x sales multiple.

06/23/2026, 2:23 PM • The Motley Fool