The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It

While AI data center power demand dominates headlines, Bloom Energy is capitalizing on an overlooked opportunity: providing rapidly deployable fuel cell power solutions to AI hardware manufacturers and advanced manufacturing facilities. With ~250 MW of contracted capacity for AI infrastructure companies and major partnerships with Oracle ($2.8 GW) and Brookfield Asset Management ($25 billion), Bloom is positioning itself as the standard for on-site power in the broader AI infrastructure ecosystem beyond just data centers.

08/10/2026, 6:15 AM • The Motley Fool

Oracle Surges: What's Driving the Sudden Rally

Oracle's stock rallied 27% over two weeks, driven by an expanded partnership with Google to integrate Gemini AI into Oracle's AI Agent Studio, and positive sentiment from Microsoft's strong earnings report showing Azure's continued growth. Despite being down 40% year-to-date due to concerns about capex spending and debt, analysts expect Oracle to grow revenue and EPS at 39% and 30% CAGRs through fiscal 2029, primarily fueled by its cloud infrastructure business.

08/07/2026, 5:10 PM • The Motley Fool

Why AMD Stock Dropped Today

AMD shares fell 7% despite strong Q2 earnings with revenue jumping 50% YoY and data center revenue doubling to $6.7B. The decline was triggered by Elon Musk's announcement that SpaceX would exclusively use Nvidia's AI chips, raising investor concerns about AMD's competitive position in the AI market.

08/05/2026, 10:12 PM • The Motley Fool

Here's Why Oracle's Stock Continues to Lag its Peers Like Amazon, Microsoft, and Alphabet

Oracle's stock declined 11.4% in July and continues to underperform peers like Amazon, Microsoft, and Alphabet, primarily due to concerns about its heavy reliance on OpenAI and the financial burden of investing in AI infrastructure before generating revenue from its $300 billion 5-year compute deal with OpenAI starting in 2027. However, recent positive developments including a $7 billion Pentagon contract and an expanded partnership with Google incorporating Gemini AI models into its enterprise applications suggest Oracle has diversified growth opportunities beyond AI computing services.

08/05/2026, 4:01 PM • The Motley Fool

The Hottest IPO of 2026 Will Shock You

Chinese memory maker CXMT surged nearly 500% on its IPO debut, raising $10 billion to expand DRAM capacity and potentially become the world's third-largest memory maker. The IPO highlights growing concerns about overcapacity in the memory chip market as multiple suppliers expand simultaneously, potentially leading to commodity pricing. Meanwhile, Nvidia continues making massive deals to backstop OpenAI's infrastructure projects worth hundreds of billions, raising questions about circular financing and sustainability.

08/05/2026, 3:11 PM • The Motley Fool

Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.

Four cloud computing giants gained $1.9 trillion in market cap over three trading days as investor sentiment shifted following earnings reports. Amazon and Microsoft's strong results eased concerns about AI infrastructure spending and negative free cash flow, demonstrating the long-term profitability of cloud investments. Microsoft emerges as the best positioned of the four, maintaining strong margins and positive cash flow while aggressively investing in AI.

08/05/2026, 1:20 PM • The Motley Fool

AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.

AMD reported record Q2 revenue of $11.5 billion with data center revenue doubling to $6.7 billion, but the stock fell 9% after-hours due to flat gross margin guidance for Q3 at 56% despite 41% year-over-year revenue growth, combined with nearly tripled capital spending to $808 million that is pressuring profitability.

08/05/2026, 9:21 AM • The Motley Fool

If a Bear Market Is Coming, 2 Stocks You Don't Want to Own -- and 1 You Do

The article warns that if a bear market occurs, it will likely stem from troubles in the AI sector. Oracle and CoreWeave are flagged as risky due to massive debt loads and heavy reliance on AI spending, particularly OpenAI. Berkshire Hathaway is recommended as a defensive hedge with $400 billion in cash to capitalize on market downturns.

08/05/2026, 6:15 AM • The Motley Fool

Why Big Tech's AI Data Centers Are Turning to Bloom Energy for Power

AI data centers are rapidly expanding and require 200 gigawatts of electricity by 2030, but utility companies cannot keep pace. Bloom Energy's hydrogen fuel cell technology is emerging as a solution, offering faster deployment, water-free operation, and quieter performance compared to traditional generators. The company secured a major expansion with Oracle (2.8 gigawatts) and is seeing strong revenue growth driven by customers like Honda, AT&T, and Walmart.

08/05/2026, 4:37 AM • The Motley Fool

Decision Intelligence Market Set to Surpass $88.98 Billion by 2035 | SNS Insider

The global decision intelligence market, valued at $17.00 billion in 2025, is expected to reach $88.98 billion by 2035, growing at a CAGR of 18.0%. Growth is driven by enterprise AI adoption, agentic AI, predictive analytics, and cloud-based automation across BFSI, retail, and healthcare sectors. North America leads with 46.2% market share, while Asia-Pacific is expected to witness the highest growth.

08/05/2026, 4:35 AM • GlobeNewswire

[Latest] Global eClinical Solutions Market Size/Share Worth USD 42.55 Billion by 2035 at a 13.98% CAGR: Healthcare Foresights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)

The global eClinical Solutions market is projected to grow from USD 11.50 billion in 2025 to USD 42.55 billion by 2035, at a CAGR of 13.98%. Growth is driven by increased demand for efficient clinical trials, rising chronic disease prevalence, adoption of AI and cloud computing technologies, and decentralized trial models. Key players include Oracle, Veeva Systems, IQVIA, Medidata Solutions, and IBM Watson Health.

08/05/2026, 12:30 AM • GlobeNewswire

Should You Buy Nvidia Stock Before Aug. 26? Here's What History Suggests.

Nvidia is set to report Q2 fiscal 2027 earnings on Aug. 26 with analyst expectations for ~$91.8B in revenue and $2.08 EPS. While major AI hyperscalers continue robust capex spending on AI infrastructure—benefiting Nvidia's data center GPU business—historical analysis shows Nvidia stock has traded sideways to negative in the 1-3 months following earnings announcements over the past year, despite strong fundamentals. The article recommends dollar-cost averaging over time rather than attempting to time the earnings release.

08/04/2026, 1:12 PM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

Microsoft and Alphabet Can Absorb an AI Shock. Oracle Is the One to Watch.

An analysis of five major tech companies' balance sheets reveals significant differences in their ability to weather financial shocks from AI spending. Microsoft has the strongest balance sheet with $36.5 billion in net cash and no complications. Alphabet holds the largest reserves but $80 billion is tied up in SpaceX stock. Amazon carries net debt but generates $161 billion in annual operating cash flow, making debt a choice rather than a strain. Meta has a thin cash cushion with dividend costs exceeding free cash flow. Oracle stands out as the most vulnerable with $97.6 billion in net debt and the weakest cash position among the group.

08/03/2026, 9:20 AM • The Motley Fool

Microsoft Pays Cash. Amazon Borrows. Here's How Big Tech Funds Its AI Boom.

The five major tech hyperscalers are funding massive AI infrastructure investments through distinctly different strategies: Microsoft relies on strong cash generation, Amazon borrows heavily through bond markets, Alphabet is burning cash and raising debt despite massive reserves, Meta partners with BlackRock to share costs, and Oracle uses customer prepayments to offset its heavy borrowing.

08/03/2026, 8:38 AM • The Motley Fool