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

3 Space Stocks That Could Double When SpaceX Starts Trading

As SpaceX prepares for its IPO, smaller space companies are positioned to benefit from increased investor interest in the space economy. Rocket Lab, Redwire, and AST SpaceMobile are highlighted as potential beneficiaries, each offering exposure to different segments including launch services, satellite infrastructure, and satellite-to-smartphone communications.

06/08/2026, 5:05 PM • The Motley Fool

Marvell Stock Is Up 230% In 2026 — S&P 500 Debut Could Make That Look Conservative

Marvell Technology (MRVL) has surged 230% in 2026 and will be added to the S&P 500 effective June 22, which could drive further gains through forced institutional buying. The semiconductor designer benefits from strong AI infrastructure demand. However, recent S&P 500 inclusions show mixed results—while data center infrastructure companies like Comfort Systems USA and EMCOR Group have surged post-inclusion, ad-tech and software names like The Trade Desk have cratered.

06/08/2026, 10:02 AM • Benzinga

Vertiv Declares Quarterly Dividend

Vertiv Holdings Co (NYSE:VRT) announced that its Board of Directors has declared a quarterly cash dividend of $0.0625 per share of Class A common stock, payable on June 25, 2026, to shareholders of record as of June 15, 2026.

06/03/2026, 6:30 AM • Benzinga

nLIGHT Stock Has Soared 400%. Here's Why One Investor Bought More

Needham Investment Management purchased 65,000 additional shares of nLIGHT (LASR) in Q1 2026, valued at $3.52 million, bringing their position to $109.63 million (5.6% of AUM). The stock has surged nearly 400% over the past year, driven by strong Q1 earnings with 55% revenue growth to $80.2 million, expanded gross margins, and a return to profitability. The aerospace and defense segment led growth with 69% revenue increase, while the company maintains a strong balance sheet with $298 million in cash.

05/29/2026, 8:09 PM • The Motley Fool

What to Know About This Fund's $4.8 Million Bet on Lincoln Educational Services as Shares Surge 100%

Needham Investment Management purchased 152,500 shares of Lincoln Educational Services (LINC) for approximately $4.8 million in Q1 2026. The stock has surged 100% over the past year, outperforming the S&P 500. The company reported strong Q1 results with 22.5% revenue growth to $144 million and net income more than doubling to $4.4 million, driven by 20% growth in student starts. Management raised full-year guidance and expanded its credit facility to support future growth.

05/29/2026, 8:00 PM • The Motley Fool

3 Growth Stocks Worth Buying Through the Volatility and Holding for a Lifetime

Industrial stocks are emerging as attractive long-term investments due to AI integration opportunities. Despite short-term volatility risks, three companies—BAE Systems, GE Vernova, and Vertiv—offer strong growth potential as the global AI market is projected to expand from $390 billion in 2025 to $3.4 trillion by 2033. Each company plays a distinct role in AI infrastructure development.

05/28/2026, 12:30 PM • The Motley Fool

NIO, Intuit, And Reddit Are Among Top 10 Large-Cap Losers Last Week (May 18-May 22): Are The Others In Your Portfolio?

Large-cap stocks in software, electric vehicles, data centers, and healthcare faced significant pressure last week due to weak guidance, regulatory concerns, rising bond yields, and competitive risks. Technology and China-linked companies led the declines, with ten major stocks experiencing notable losses ranging from 4.96% to 18.28%.

05/24/2026, 9:26 AM • Benzinga

Better AI Stock to Buy: Vertiv or Arista Networks?

The article compares two AI stocks—Vertiv and Arista Networks—as potential investments, highlighting that datacenter demand is surging and creating opportunities for companies in this space. Both stocks are positioned to benefit from the growing AI infrastructure buildout.

05/22/2026, 9:23 PM • The Motley Fool

As Intel and Micron Draw Institutional Interest, MoneyFlare Expands AI Stock Trading Tools for Automated Signal Execution

MoneyFlare has expanded its AI-powered stock trading tools to help users with market signal recognition, data analysis, and automated strategy execution. The expansion comes as institutional investors show increased interest in AI infrastructure stocks, particularly semiconductors like Intel and Micron, with nearly 5,000 institutions opening new positions in semiconductor companies in Q1 2026.

05/22/2026, 1:00 PM • GlobeNewswire

As AI Infrastructure Stocks Draw Institutional Attention, MoneyFlare Launches AI Trading Bot for Crypto and Stock Market Automation

MoneyFlare has launched an AI-powered trading bot for automated crypto and stock market trading. The launch coincides with growing institutional interest in AI infrastructure stocks, including semiconductors and related technology companies. The platform aims to simplify automated trading through AI-driven analysis and execution tools.

05/19/2026, 1:00 PM • GlobeNewswire

The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That

Hut 8 and Fluence Energy have secured major contracts positioning them as critical suppliers for AI infrastructure. Hut 8 signed a $9.8 billion 15-year lease at its Beacon Point campus, while Fluence qualified as a pre-qualified supplier to major hyperscalers for energy storage. However, emerging orbital data center projects from Google and SpaceX pose a long-term structural risk to ground-based power infrastructure investments, though economics remain unfavorable before 2030.

05/14/2026, 12:30 PM • Benzinga

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