Eos Energy vs. Plug Power: One Clean Energy Stock Looks Compelling Right Now

The article compares two clean energy companies: Eos Energy Enterprises, which manufactures zinc-based battery storage systems, and Plug Power, which builds a hydrogen ecosystem. Both are currently unprofitable but scaling operations. The author recommends Eos Energy as the better investment for 2026, citing its strong production ramp-up, $600 million backlog, and recent European partnerships, while noting Plug Power's history of missing hydrogen infrastructure timelines despite its profitability target of 2028.

06/22/2026, 4:18 AM • The Motley Fool

Helium Market Size to Surpass USD 8.59 Billion by 2035 as MRI and Semiconductor Demand Accelerates | SNS Insider

The global helium market is projected to grow from USD 5.03 billion in 2025 to USD 8.59 billion by 2035, at a CAGR of 5.47%. Growth is driven by increasing demand from MRI healthcare systems, semiconductor fabrication, and emerging quantum computing applications. North America dominates the market, while Asia Pacific is the fastest-growing region. Liquid helium for cryogenic applications and controlled atmosphere semiconductor manufacturing represent the fastest-growing segments.

06/20/2026, 6:30 AM • GlobeNewswire

Gas Mixtures Market Poised for Strong Growth with Semiconductor and Emission Standards Driving Demand

The global gas mixtures market is projected to grow from USD 28.70 billion in 2025 to USD 35.04 billion by 2030, with a 4.1% CAGR. Growth is driven by expanding semiconductor production, stringent emission standards, and increased demand for precision industrial processes. Asia Pacific emerges as the second-largest regional market, while leading companies like Linde PLC and Air Liquide dominate the sector.

06/10/2026, 8:00 AM • GlobeNewswire

Bloom Energy vs. Plug Power: Which Hydrogen Stock Is a Better Buy in 2026?

The article compares two hydrogen fuel cell companies: Bloom Energy, which focuses on stationary power systems for data centers and critical infrastructure, and Plug Power, which aims to build a vertically integrated hydrogen network. Despite Plug Power's lower valuation multiple, Bloom Energy is recommended as the better 2026 investment due to its positive free cash flow, strong revenue growth (130% last quarter), profitability improvements, and major partnerships like the $5 billion deal with Brookfield for AI data centers. Plug Power faces profitability challenges with a $1.6 billion net loss in FY2025 and negative free cash flow of $661.5 million.

05/30/2026, 3:02 PM • The Motley Fool

3 Stocks to Buy Before SpaceX Goes Public

As SpaceX prepares for its IPO on June 12 with an expected valuation of $1.7-2 trillion, investor interest in space stocks is surging. Rocket Lab, Redwire, and Linde are positioned to benefit from growing demand in the space industry. Rocket Lab has strong revenue growth and a $2 billion backlog, Redwire supplies critical space infrastructure with a $498 million backlog, and Linde is building a $100 million facility near SpaceX headquarters to supply industrial gases for rocket launches.

05/22/2026, 4:15 AM • The Motley Fool

Even if the Iran War Ends, These Artificial Intelligence (AI) Growth Stocks Face a Helium Problem That Isn't Going Away

An ongoing conflict in Iran has disrupted global helium supplies, which are critical for semiconductor manufacturing and AI chip production. Qatar, the world's second-largest helium producer, has halted operations at its major facility with repairs potentially taking five years. Helium prices have doubled since the war began, and supplies could take years to normalize. Asian chipmakers like Samsung and SK Hynix, which import over 60% of their helium from Qatar, face significant challenges, though they have secured alternative suppliers from U.S. firms.

05/07/2026, 7:15 AM • The Motley Fool

War or Peace, the Artificial Intelligence (AI) Chip Industry Just Learned Depending on One Route for 30% of Its Helium Is Risky

A helium shortage triggered by geopolitical tensions in the Strait of Hormuz has exposed a critical vulnerability in the AI chip supply chain. Qatar's Ras Laffan facility, which produces 30% of global helium, has been offline since March 2026. Helium is irreplaceable for semiconductor manufacturing processes like EUV lithography and wafer cooling. While recycling, tool redesign, and supply diversification efforts are underway, they offer only incremental improvements. South Korea's Samsung and SK Hynix face the most direct production risk, potentially creating downstream bottlenecks for Nvidia's Blackwell GPU shipments.

04/28/2026, 2:16 PM • The Motley Fool

Prediction: The Artificial Intelligence (AI) Supercycle Will Survive the Iran War. But the Supply Chain That Feeds It Just Changed Forever.

The Iran conflict has disrupted global helium supply and exposed vulnerabilities in semiconductor supply chains, but the AI supercycle remains intact due to unstoppable hyperscaler demand. The geopolitical shock is creating permanent structural advantages for domestic chip manufacturers and industrial gas suppliers with resilient supply networks.

04/26/2026, 10:05 AM • The Motley Fool

Power-to-X Market Size to Surpass USD 1121.48 million by 2035 | Research by SNS Insider

The U.S. Power-to-X market is expected to grow from USD 66.70 million in 2025 to USD 185.92 million by 2035 at a 10.80% CAGR, driven by favorable government policies, green hydrogen investments, and renewable energy production. The global P2X market is valued at USD 388.17 million in 2025 and projected to reach USD 1,121.48 million by 2035 at 11.27% CAGR, with Power-to-H₂ dominating at 42% market share and Power-to-NH₃ emerging as the fastest-growing segment.

04/20/2026, 3:30 AM • GlobeNewswire

Prediction: Even If the Strait of Hormuz Reopens Tomorrow, the Helium Crisis Will Haunt Artificial Intelligence (AI) Stocks for Months

Qatar's Ras Laffan facility, which produces 30-38% of the world's helium supply, was damaged by Iranian strikes and declared force majeure. With repairs expected to take 3-5 years and helium being irreplaceable in semiconductor manufacturing, chipmakers face severe production constraints. While companies like Micron, Seagate, and Western Digital face supply challenges, ExxonMobil and Linde stand to benefit from higher helium prices and distribution control.

04/18/2026, 11:31 AM • The Motley Fool

The War in Iran Just Created a Helium Shortage That Could Cripple the Chip Industry. Here's the 1 Stock That Benefits.

Iranian attacks on Qatar's LNG facilities have disrupted roughly 30-38% of global helium supply, which is critical for semiconductor chip manufacturing. Linde, the world's largest industrial gas company, is positioned to benefit due to its massive helium storage capacity (6 months of global demand) and established supply network, allowing it to raise prices during the shortage. While the helium crisis provides a short-term boost, Linde's underlying business is strengthened by long-term semiconductor and clean energy growth trends.

04/17/2026, 11:11 AM • The Motley Fool

$25+ Bn Chemical Licensing Global Market Forecasts, 2026-2032 - Opportunities from Regulatory Changes, Sustainability Focus, Regional Adaptations, Tech Advancements, and Flexible Licensing Structures

The global chemical licensing market is projected to grow from USD 17.52 billion in 2026 to USD 25.56 billion by 2032, representing a CAGR of 6.49%. Growth is driven by regulatory modernization, sustainability adoption, and technological advancements. The market encompasses diverse product categories including adhesives, catalysts, coatings, and polymers across multiple industries, with success dependent on flexible licensing structures and compliance frameworks.

04/17/2026, 9:58 AM • GlobeNewswire

2 AI Stocks Wall Street Says Could Soar 70% or More From Here, and 1 It Says to Sell Immediately

Wall Street analysts are bullish on Nebius Group and Linde as overlooked AI infrastructure plays with 70%+ upside potential. Nebius has $50 billion in contracted revenue against $530 million in current sales, while Linde benefits from a helium supply shock critical to chipmaking. Meanwhile, C3.ai faces collapsing revenue and a consensus sell rating as the market reprices it from AI darling to turnaround risk.

04/16/2026, 2:30 PM • The Motley Fool

Linde: AI Infrastructure Boom Fuels Recurring Revenue for Industrial Gas Leader

Linde, the world's largest industrial gas company, is positioned to benefit from the AI infrastructure boom as every AI chip requires its ultra-high-purity nitrogen. The company has announced its 33rd consecutive annual dividend increase (7% raise) and expects 6-9% EPS growth in 2026, driven by new semiconductor fab construction and a $10 billion clean energy project backlog.

04/15/2026, 11:04 AM • Investing

Linde: AI Infrastructure Boom Fuels Recurring Revenue for Industrial Gas Leader

Linde, the world's largest industrial gas company, is positioned to benefit significantly from the AI infrastructure boom. The company supplies ultra-high-purity nitrogen essential for AI chip manufacturing and has long-term contracts (10-20 years) with major customers like Intel, TSMC, and Samsung. With a $10 billion clean energy project backlog and 33 consecutive annual dividend increases, Linde expects 6-9% EPS growth in 2026, supported by $2.5-3 billion in new project revenue.

04/15/2026, 5:06 AM • Investing