The AI Company You Haven't Heard of -- But Should Keep on Your Radar

Bloom Energy, a fuel-cell technology company founded in 2001, is positioned to benefit significantly from AI infrastructure expansion. The company helps data centers obtain electricity faster by generating power on-site, addressing grid capacity constraints. After years of losses, Bloom Energy achieved profitability in early 2026 with 166% revenue growth in Q2, driven by major enterprise customers like Oracle. As data center power consumption is projected to reach 12% of U.S. electricity by 2030, Bloom Energy could become a standard supplier in the rapidly expanding data-center ecosystem.

09/15/2026, 7:15 AM • The Motley Fool

2 Trillion-Dollar AI Infrastructure Stocks With Up to 136% Upside, According to Select Wall Street Analysts

Wall Street analysts highlight significant upside potential for two major AI infrastructure providers. Nvidia could reach $515 per share (136% upside) driven by triple-digit data center growth and potential supply expansion, while Micron Technology could reach $2,200 per share (126% upside) supported by strong demand for high-bandwidth memory and $100 billion in long-term customer agreements through 2030.

09/15/2026, 7:06 AM • The Motley Fool

If I Were in My 20s, I'd Buy This Unstoppable Vanguard ETF and Hold It Forever

The article recommends the Vanguard S&P 500 Growth ETF (VOOG) for young investors in their 20s as a long-term buy-and-hold investment. The ETF focuses on 148 growth stocks from the S&P 500, with over 51% in technology companies. It has delivered 16.9% compound annual returns since 2010, outpacing the S&P 500's 14.2%, and could potentially double retirement savings over 40 years due to compounding.

09/15/2026, 4:26 AM • The Motley Fool

This Unassuming Stock is Trouncing Nvidia in 2026. Here’s Why It’s a No-Brainer Buy.

Target has climbed nearly 60% in 2026, outperforming Nvidia's 17% gain. Under new CEO Michael Fiddelke, Target is executing a turnaround strategy focused on employee training, store redesigns, and AI-driven shopping improvements. The retailer is showing early success with 3.6% traffic growth and strong performance in food, beverage, and beauty categories. As a Dividend King with 50+ consecutive years of dividend increases and $4.5 billion in free cash flow, Target offers both growth potential and passive income.

09/15/2026, 4:12 AM • The Motley Fool

Is a Sandisk Stock Split Coming?

Sandisk's stock price has surged to $1,552, prompting speculation about a potential stock split. While no split has been announced, the article explains that a split would be purely cosmetic—it wouldn't change the company's fundamentals, revenue, profits, or shareholder value. The main practical impact would be on options traders and potentially on Sandisk's eligibility for the Dow Jones Industrial Average, which weights stocks by share price rather than market value.

09/15/2026, 3:11 AM • The Motley Fool

3 AI Robotics Stocks Worth Owning Over Tesla Right Now

The article argues that Tesla's valuation is heavily dependent on uncertain humanoid robot commercialization timelines and lofty valuations, making it riskier than alternatives. Instead, investors should consider Nvidia (which supplies chips to all robotics companies), Alphabet (with Google Cloud and Waymo autonomous vehicles), and Zebra Technologies (providing foundational software for robots), all trading at more attractive valuations with more certain growth catalysts.

09/15/2026, 12:15 AM • The Motley Fool

Why Micron, Intel, AMD, and Other Chip Stocks Fell Today

Chip stocks including Micron, Intel, AMD, and Nvidia declined following mounting concerns from AI researchers and industry leaders about unchecked AI advancement risks. Anthropic CEO Dario Amodei and other tech leaders are calling for slower AI development and stronger safety standards. A slowdown in AI capabilities advancement could reduce demand for memory chips and AI accelerators, pressuring these semiconductor companies' growth and pricing power.

09/14/2026, 11:08 PM • The Motley Fool

Oklo Has Massive Potential Due to Artificial Intelligence, but the Stock Is Sinking. Here's What I'd Do

Oklo, a small energy company positioned to power AI data centers, has lost roughly half its value in 2026 after soaring 238% last year. While the company has significant long-term potential in the AI boom, it faces substantial risks including years before profitability, intensifying losses (now $153M annually), and execution uncertainty. The analyst recommends putting Oklo on a watch list rather than buying now, suggesting investors wait for more encouraging financial results before investing.

09/14/2026, 5:12 PM • The Motley Fool

Nvidia Stock Could Get a Boost From CoreWeave's Latest Announcement

CoreWeave launched a new Physical AI Field Engineering service that sends specialized engineers to help manufacturing, aerospace, and robotics companies build AI applications for physical products. This expansion could benefit Nvidia, which owns 11.5% of CoreWeave and supplies its GPUs. The strategy could help Nvidia reach new industrial markets and drive adoption of its Omniverse platform.

09/14/2026, 3:30 PM • The Motley Fool

Netflix Stock Rose 4% While the AI Trade Sold Off on Monday. Its Capital Goes Into Shows, Not Silicon.

Netflix stock rose 4% on Monday as AI-related stocks sold off following calls from Anthropic and OpenAI leaders to slow AI development. Unlike major AI infrastructure spenders like Alphabet, Netflix invests primarily in content ($9.9B in H1 2026) rather than capital equipment ($415M), generating strong free cash flow of $12.5B expected for 2026. However, the stock remains down 36% from its 52-week high due to slowing revenue growth.

09/14/2026, 3:27 PM • The Motley Fool

The 10-Year Treasury Yield Just Hit the Significant 5% Threshold. Here's What That Means for the Stock Market.

The 10-year Treasury yield reached 5% for the first time since 2007, driven by persistent inflation, elevated oil prices, and Fed policy signals. Higher yields typically push investors to rotate from stocks to bonds, particularly affecting dividend and growth stocks. However, the article suggests this shouldn't necessarily derail the bull market, as AI-focused companies with strong balance sheets like Nvidia can weather modestly higher rates.

09/14/2026, 3:16 PM • The Motley Fool

Why Direxion Daily Semiconductor Bull 3X ETF Dropped Today

The Direxion Daily Semiconductor Bull 3X ETF (SOXL) dropped 14.91% after tech leaders Elon Musk, Dario Amodei, and Sam Altman called for a coordinated slowdown in AI development over the weekend. The decline was driven by losses in its top semiconductor holdings, with Micron down 5.1%, AMD down 4.26%, and Nvidia down 2.74%. The author suggests the decline may be temporary as investors reassess whether the AI slowdown will actually be implemented.

09/14/2026, 1:20 PM • The Motley Fool

OpenAI’s Sam Altman Says an IPO Won’t Happen This Year. Should This Make You Cautious About AI Stocks, or Is It Time to Pile Into Certain AI Bargains?

OpenAI CEO Sam Altman announced the company won't go public this year, citing safety concerns around AI models as the reason. While this may cause short-term volatility in AI stocks, the article argues it's a positive sign that industry leaders are prioritizing safety and represents a buying opportunity for quality AI stocks trading at reasonable valuations.

09/14/2026, 12:05 PM • The Motley Fool

CoreWeave's CEO Just Gave Investors Great News

CoreWeave CEO Michael Intrator reported the company is 'struggling to meet demand every day,' signaling robust demand for AI chips. Q2 sales surged 112% to $2.6 billion, though the company remains unprofitable with a $49 million operating loss. Adjusted EBITDA doubled year-over-year to $1.5 billion, suggesting potential for future profitability as the AI investment boom continues.

09/14/2026, 12:02 PM • The Motley Fool

Nvidia Returned a Record $26 Billion to Shareholders. Here's Why That Matters.

Nvidia returned a record $26 billion to shareholders in fiscal Q2 2027, including a 25-fold increase in its quarterly dividend to $0.25 per share. The company plans to return at least 50% of free cash flow through buybacks and dividends going forward. With analysts projecting free cash flow to reach $441 billion by fiscal 2029, Nvidia's dividend could potentially triple over the next three years, positioning it as a compelling dividend growth stock despite strong ongoing revenue growth.

09/14/2026, 7:30 AM • The Motley Fool