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

3 Telltale Signs an 8%+ Dividend Is Built to Last

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by investing in profitable stocks and returning those profits to shareholders. Using Liberty All-Star Growth Fund (ASG) as an example, the author outlines three key evaluation criteria: portfolio quality (focusing on large-cap tech and data-center beneficiaries), trading at a discount to net asset value, and consistent dividend history. ASG currently yields 8.2% and trades at a 12.2% discount to NAV, making it potentially attractive for investors bullish on U.S. large-cap and AI stocks.

06/29/2026, 6:37 AM • Investing

3 Telltale Signs an 8%+ Dividend Is Built to Last

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by analyzing the Liberty All-Star Growth Fund (ASG) as a case study. It outlines three key factors for evaluating CEFs: portfolio quality (examining underlying holdings), trading at a discount to net asset value (NAV), and dividend consistency. ASG is highlighted as an attractive investment opportunity, trading at a 12.2% discount to NAV with a stable 8.2% yield and exposure to AI-benefiting companies.

06/29/2026, 5:14 AM • Investing

nVent to Participate in Upcoming Investor Conference

nVent Electric plc announced its participation in William Blair's 46th Annual Growth Stock Conference on June 3, 2026, with CEO Beth Wozniak presenting. The company also announced a share repurchase authorization and a regular quarterly cash dividend of $0.21 per ordinary share payable on August 7, 2026.

05/21/2026, 5:40 PM • GlobeNewswire

Nvidia Earnings Expected to Extend the AI Rally as Vera Rubin Production Ramps Up

Nvidia's quarterly earnings are expected to show strong growth with sales projected to surge 79.7% to $79.17 billion and earnings to soar 119.8% to $1.78 per share, driven by ramping Vera Rubin GPU production. The analyst community expects Nvidia to surprise and guide higher, supporting an extended AI rally. The article also highlights nVent Electric as a beneficiary of the data center boom through its cooling systems sales.

05/20/2026, 2:13 PM • Investing

AI Boom Resembles the Internet Rally as Markets Party Like 1999

The article compares the current AI boom to the 1999 internet rally, highlighting strong growth prospects for AI and data center stocks. Nvidia is expected to deliver impressive quarterly results with 79.7% sales growth and 119.8% earnings growth. The author recommends staying fully invested to capitalize on this once-in-a-lifetime opportunity, with data center order backlogs expected to sustain momentum through 2027. A potential Samsung labor strike could worsen memory chip shortages.

05/18/2026, 3:21 PM • Investing

nVent Announces Share Repurchase Authorization

nVent Electric plc announced Board approval of a new 3-year share repurchase program authorizing up to $500 million in share buybacks, effective July 23, 2026. This is in addition to the company's existing $96 million remaining authorization from July 2024. The company had approximately 162 million common shares outstanding as of March 31, 2026.

05/16/2026, 4:20 AM • GlobeNewswire

nVent Announces Quarterly Cash Dividend

nVent Electric plc announced a regular quarterly cash dividend of US$0.21 per ordinary share payable on August 7, 2026, to shareholders of record as of July 24, 2026. The company is a global provider of electrical connection and protection solutions with a portfolio of leading brands including nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE.

05/16/2026, 4:15 AM • GlobeNewswire

nVent Announces Quarterly Cash Dividend

nVent Electric plc (NYSE: NVT) announced a regular quarterly cash dividend of US$0.21 per ordinary share, payable on August 7, 2026, to shareholders of record as of July 24, 2026.

05/16/2026, 4:15 AM • Benzinga

This Beautiful-but-Boring HVAC Stock Has Quietly Crushed the Market -- and Its Run Is Far From Over

Comfort Systems USA stock has surged 1,240% over three years, driven by AI data center infrastructure spending. While the company benefits from massive backlog and continued hyperscaler commitments, valuation concerns exist as PwC predicts data center spending will decline in the late 2020s while digital networking spending grows. The stock's continued support depends on sustained hyperscaler spending increases.

05/13/2026, 6:15 PM • The Motley Fool

Here's Why Vertiv Shares Popped Higher in April

Vertiv stock surged 31.1% in April 2026, driven by strong Q1 earnings that beat guidance and raised full-year outlook. The company's partnership with Nvidia in developing power and cooling solutions for AI data centers, combined with robust demand for AI infrastructure, fueled investor optimism. Despite trading at 56x estimated earnings, the improving AI data center spending environment supports continued momentum.

05/07/2026, 9:14 AM • The Motley Fool

Stock Market Today: Apple Earnings Power S&P 500, Nasdaq To Records; Trump Hits EU

U.S. equities reached all-time highs on Friday as Apple's blowout Q2 earnings powered a broad technology rally. The S&P 500 advanced 0.7% to 7,262, while the Nasdaq 100 rose 1.1% to 27,743. Apple surged 5.1% on strong revenue and guidance, while software stocks like Atlassian, Twilio, and Reddit soared on earnings beats. Energy stocks declined as crude oil fell over 3%. Some mega-cap earnings disappointed, including Amgen and Roblox, which posted significant declines.

05/01/2026, 1:11 PM • Benzinga

nVent Electric plc to Report First Quarter 2026 Financial Results on May 1

nVent Electric plc announced it will report first quarter 2026 financial results on Friday, May 1, 2026, with a conference call scheduled for 9:00 a.m. ET. The company will post results and presentation materials on its investor relations website.

04/17/2026, 2:00 PM • GlobeNewswire

nVent Postpones Investor Day due to Weather-related State of Emergency Declared in New York City Metropolitan Area

nVent Electric plc has postponed its Investor Day scheduled for February 24, 2026, due to a state of emergency declared in the New York metropolitan area ahead of a major winter storm with blizzard conditions. The company stated the postponement is strictly weather-related and not due to any changes in operations, financial performance, or outlook. A new date and location will be announced once finalized.

02/22/2026, 11:04 AM • GlobeNewswire

nVent Announces Quarterly Cash Dividend

nVent Electric plc (NYSE: NVT) announced a regular quarterly cash dividend of US$0.21 per ordinary share, payable on May 8, 2026, to shareholders of record as of April 24, 2026.

02/16/2026, 5:15 AM • Benzinga