2 Top Power Stocks That Could Outperform the Market Through 2030

As AI data centers require massive power infrastructure investments (estimated at $6 trillion by 2030), two companies are positioned for significant growth: Vertiv Holdings, which supplies cooling and power management systems with 30% YoY revenue growth, and GE Vernova, a gas turbine supplier with a $163 billion order backlog. Both stocks have already surged this year and are expected to continue outperforming the market through 2030.

07/12/2026, 2:23 PM • The Motley Fool

Here's Why Oracle Stock Slumped in the First Half of 2026 (Hint: Microsoft Was Also Impacted)

Oracle and Microsoft stocks declined 24.8% and similarly in the first half of 2026 due to increased AI infrastructure capital spending requirements and significant exposure to OpenAI. Bond markets priced in increased default risk for Oracle following its $300 billion OpenAI deal, as investors question OpenAI's ambitious financial projections of $650 billion cash burn through 2030 against $280 billion expected revenue by 2030.

07/08/2026, 8:07 AM • The Motley Fool

This Critical Infrastructure Stock Could Be a Hidden AI Winner

Eaton is positioned as a critical infrastructure company benefiting from AI, electrification, and grid modernization through its backlog, pricing power, and smart power systems. However, the stock's current valuation leaves little room for disappointment.

07/06/2026, 10:30 AM • The Motley Fool

Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI Boom

Vertiv and Eaton are positioned as key infrastructure beneficiaries of the AI boom, providing essential power and cooling solutions for data centers. Both companies report strong backlogs ($15B+ for Vertiv, $14.5B for Eaton), robust revenue growth, and multi-year visibility. However, both stocks trade at elevated valuations with significant year-to-date gains, presenting valuation risks if AI spending slows.

07/06/2026, 10:04 AM • The Motley Fool

Surging Demand: Data Center Direct-to-Chip Cooling Market Poised for 26.5% CAGR Growth by 2032

The data center direct-to-chip cooling market is expected to grow from $3.33 billion in 2026 to $17.31 billion by 2032, driven by increasing demand for thermal management in AI and hyperscale computing. Single-phase systems and water-glycol coolants dominate the market, with hyperscale data centers leading adoption due to energy efficiency and sustainability goals.

07/06/2026, 4:50 AM • GlobeNewswire

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

Here's Why AI Data Center Infrastructure Stock, Vertiv, Shot Higher Today

South Korea announced a $1 trillion investment plan in semiconductor fabrication plants and AI data centers, with SK Group, GS Group, and Naver committing $356 billion to AI data center development. Vertiv, which provides power systems infrastructure for data centers, surged 7% on the news due to its strong positioning in Asia and connection to Nvidia's ecosystem.

06/30/2026, 12:23 PM • The Motley Fool

2 Hidden Industrial Stocks That Will Benefit From the AI Infrastructure Build-Out Not Named SpaceX or Intel

The article highlights ON Semiconductor and Rockwell Automation as undervalued industrial stocks poised to benefit from AI inference spending growth. ON Semiconductor's AI data center revenue is expected to double from $250M (2025) to $500M (2026), while Rockwell Automation is embedding AI inference models into its industrial automation solutions through partnerships with Nvidia. Both companies currently have low AI exposure but are positioned for significant long-term growth as the AI market shifts from infrastructure investment to inference deployment.

06/29/2026, 9:05 PM • The Motley Fool

The Data Center Build-Out Is Accelerating. Here Are 3 Stocks to Buy Beyond Chips.

As AI data center investment accelerates, opportunities extend beyond chip makers to networking, cloud infrastructure, and power management suppliers. Astera Labs, CoreWeave, and Vertiv are positioned to benefit from growing demand for high-speed networking, GPU cloud services, and power/cooling systems in AI data centers.

06/28/2026, 7:07 AM • The Motley Fool

Eaton vs. Vertiv: Which Industrials Stock Is a Better Buy in 2026?

Eaton and Vertiv are both benefiting from AI data center demand and electrification trends, but offer different value propositions. Eaton provides diversified power management across industrial, aerospace, and electrical sectors with more conservative valuation (P/E 30.4x), while Vertiv specializes in high-growth digital infrastructure with stronger recent growth (27.7% revenue growth) but higher valuation (P/E 49.1x). The article recommends Eaton for its breadth, stability, and dividend history, though Vertiv presents a compelling growth opportunity.

06/26/2026, 9:32 AM • The Motley Fool

Data Center Infrastructure Management Market Size to Hit $12.82 Billion by 2035 | SNS Insider

The global Data Center Infrastructure Management (DCIM) market is valued at $3.61 billion in 2025 and is projected to reach $12.82 billion by 2035, growing at a CAGR of 13.51%. Growth is driven by AI infrastructure investments, sustainability regulations, multi-cloud adoption, and demand for real-time monitoring solutions. The U.S. market is expected to grow from $0.95 billion to $3.38 billion, while Europe is projected to reach $4.16 billion by 2035.

06/26/2026, 5:15 AM • GlobeNewswire

Liquid Gold: The AI Cooling Retrofit Trade

As AI chip density exceeds cooling capacity of traditional air systems, liquid cooling has become essential infrastructure. Alphabet's Brazos modular cooling system enables legacy data centers to retrofit without expensive overhauls, while specialized high-density environments require premium solutions. Vertiv, a leader in advanced thermal management, benefits from massive enterprise retrofit deployments and maintains strong pricing power with a $15 billion backlog.

06/24/2026, 11:12 AM • Investing

Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own

The article argues that AI infrastructure companies—rather than chatbot makers—present the greatest investment opportunity. It highlights three stocks: Nvidia, which dominates AI chip production with its Blackwell and Vera Rubin platforms; Broadcom, which is gaining ground with custom AI chips for hyperscalers; and Vertiv, which provides critical power and cooling systems for data centers. All three are positioned to benefit from the massive ongoing investment in AI infrastructure.

06/19/2026, 1:20 PM • The Motley Fool

2 Industrial Stocks Worth Watching

GE Vernova and Vertiv are industrial stocks that provide critical infrastructure for AI data centers—power generation/distribution and cooling systems respectively. Both companies are experiencing strong growth driven by AI demand, though neither stock is cheap at current valuations (P/E ratios of 29 and 78 respectively). The article suggests these could be worth considering on market pullbacks.

06/17/2026, 2:13 AM • The Motley Fool

Are There Opportunities in Europe’s “Digital Sovereignty”?

Europe is pursuing digital sovereignty by building its own tech infrastructure in AI, semiconductors, and payment systems, creating regulatory challenges for U.S. tech giants like Apple while potentially opening opportunities for infrastructure and equipment suppliers. The discussion also covers elevated market valuations (CAPE ratio at 38) and cash management strategies for investors.

06/15/2026, 5:19 PM • The Motley Fool