Zoom Appoints Former Oracle CFO Jeff Epstein to Board of Directors; Jonathan Chadwick to Retire

Zoom announced the appointment of Jeff Epstein, former EVP and CFO of Oracle and current Operating Partner at Bessemer Venture Partners, to its Board of Directors effective immediately. Epstein brings extensive financial and strategic leadership experience in B2B software and AI. Jonathan Chadwick will retire from Zoom's board after nearly ten years of service, effective November 19, 2026.

09/02/2026, 4:44 PM • GlobeNewswire

Smart Grid Market to Reach $161.15 Billion, at a 16.9% CAGR by 2029 | MarketsandMarkets™

The global smart grid market is expected to grow from USD 73.85 billion in 2024 to USD 161.15 billion by 2029, at a CAGR of 16.9%. Growth is driven by renewable energy integration, grid modernization initiatives, increasing electrification, and rising energy demand. North America leads the market, while Asia Pacific is the fastest-growing region.

09/02/2026, 10:00 AM • GlobeNewswire

What Is a Small Modular Reactor, and Why Is Big Tech Signing Multi-Decade Deals for Them?

Small modular reactors (SMRs) are compact nuclear reactors producing up to 300 MWe per unit, much smaller than conventional plants. Major tech companies including Google, Amazon, and Oracle are signing multi-decade deals for SMR capacity, driven by rising power demands from cloud infrastructure and AI markets. Key SMR producers NuScale, Oklo, and GE Vernova are positioned to benefit from this growing demand.

09/01/2026, 1:30 PM • The Motley Fool

Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now

Nebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.

09/01/2026, 10:15 AM • The Motley Fool

Here's Why Oracle (ORCL) Fell More Than Broader Market

Oracle (ORCL) closed at $149.12, down 1.15% on the day but up 16.16% over the past month, outperforming the S&P 500. The company is expected to report EPS of $1.72 (up 17.01% YoY) and revenue of $19.14 billion (up 28.24% YoY). Oracle holds a Zacks Rank #2 (Buy) with a Forward P/E of 18.78 and PEG ratio of 0.76, indicating attractive valuation relative to growth prospects.

08/31/2026, 5:45 PM • Zacks

Blockchain Market Surges to $610.96 billion at a CAGR 62.4% by 2031 | Report by MarketsandMarkets™

The global blockchain market is expected to experience explosive growth at a 62.4% CAGR from 2026 to 2031, driven by enterprise adoption of decentralized applications, digital identity solutions, tokenization, and cloud-hosted infrastructure. Asia Pacific is identified as the fastest-growing region, while North America maintains market leadership. Key growth drivers include Layer-2 scaling advancements, supportive regulations, and integration with AI and cloud platforms across financial services, healthcare, government, retail, and supply chain sectors.

08/31/2026, 10:00 AM • GlobeNewswire

Energy Transfer Is Quietly Becoming One of the Biggest Natural Gas Suppliers to AI Data Centers

Energy Transfer has emerged as a major natural gas supplier to AI data centers, leveraging its 107,000-mile pipeline network to secure significant contracts with Oracle, Meta, Crusoe, and utilities like Entergy. The company is capitalizing on data centers' need for on-site power generation through gas turbines and fuel cells, with projects including the $2.7 billion Hugh Brinson and $5.6 billion Desert Southwest pipelines. This positions Energy Transfer for strong growth with expected 17.5% EBITDA growth and 3-5% annual distribution increases, though permitting delays pose some risks.

08/30/2026, 3:15 PM • The Motley Fool

Software-defined Commercial Vehicle Market worth $7.29 billion by 2035 — MarketsandMarkets™

The global software-defined commercial vehicle (SDCV) market is expected to reach USD 7.29 billion by 2035, representing approximately 19x growth from 2030. Growth is driven by centralized computing, electrification, cloud-based fleet management, autonomous driving, and recurring software-based revenue models. Europe and North America lead the market, with trucks growing faster than buses. Major OEMs and technology providers are accelerating development through strategic collaborations and investments in vehicle operating systems and cloud-connected platforms.

08/28/2026, 10:00 AM • GlobeNewswire

C3.ai vs. Oracle: Which Artificial Intelligence Stock Is a Better Investment in 2026?

The article compares C3.ai and Oracle as AI investment options. C3.ai, focused on enterprise AI software, experienced a 35.7% revenue decline in FY2026 and posted a net loss of $470.4 million, though it maintains a strong balance sheet with zero debt. Oracle, an AI infrastructure provider, grew revenue 17.4% to $67.4 billion with a 25.4% net margin and $638 billion in remaining performance obligations. The author recommends Oracle as the stronger investment due to consistent revenue growth and future guidance of $90 billion in FY2027 sales, while C3.ai must prove it can recover from recent challenges.

08/27/2026, 7:36 PM • The Motley Fool

I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case.

While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.

08/26/2026, 4:30 PM • The Motley Fool

Will Bloom Energy Be the Next SpaceX? What the Numbers Actually Say.

Bloom Energy's stock has surged 1,780% over two years, driven by strong demand from AI and cloud companies for its solid oxide fuel cells. With a $20 billion backlog and expected 70% revenue CAGR through 2028, the company is positioned as a leader in utility-scale fuel cell deployments. While trading at a premium valuation (71x adjusted EBITDA), analysts suggest it could outperform SpaceX as an investment due to its simpler business model and less competitive niche market.

08/26/2026, 12:05 PM • The Motley Fool

Why Oracle Stock Popped Today

Oracle stock jumped 4.5% after Citigroup issued a bullish note arguing that Oracle's 54% decline from June to July peak represents an extreme dislocation and buying opportunity. Despite concerns about massive AI infrastructure spending and negative free cash flow projections of $90 billion over the next two years, Citi believes demand for AI services is insatiable and Oracle's $85 billion backlog can cover cash needs. Citi estimates Oracle's GAAP profits could triple or quadruple by 2030, with a potential stock price target of $330 per share.

08/26/2026, 10:31 AM • The Motley Fool

Alphabet Spends About 60 Cents of Every Technical Infrastructure Dollar on Servers. Nvidia's Biggest Customers Were Just Told Prices Are Going Up More Than 15%.

Alphabet's capital expenditures are projected to reach $195-205 billion in 2026, with approximately 60% (~$100 billion) allocated to servers. Bloomberg reported that AI server prices are rising over 15% for systems shipping in early 2027, driven by surging memory costs. While Alphabet has substantial cash reserves and strong operating income growth, the price increases will impact its 2027 budget, which hasn't been finalized yet. The company's free cash flow has turned negative as capital spending outpaces operating cash flow.

08/25/2026, 10:13 PM • The Motley Fool

Xendoo Named No. 3828 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Xendoo, a Miami-based fintech company providing bookkeeping and accounting services to small businesses, has been recognized on the 2026 Inc. 5000 list of America's fastest-growing private companies. The company achieved 68% three-year revenue growth and was recognized for the first time on this prestigious ranking.

08/25/2026, 3:49 PM • GlobeNewswire

Prediction: This Artificial Intelligence (AI) Stock Will Go Parabolic After Nvidia Reports Earnings on Aug. 26

With hyperscalers committing over $700 billion to AI infrastructure spending, Nvidia's upcoming earnings report on Aug. 26 is expected to validate continued strong GPU demand. The article argues that Micron Technology, as one of only three qualified suppliers of high-bandwidth memory (HBM) for Nvidia's GPUs, is positioned to benefit from accelerated demand and could see significant upside as memory supply tightens and pricing power increases.

08/24/2026, 12:30 PM • The Motley Fool