5 Great AI Infrastructure Stocks to Buy on a Dip

The AI sector has experienced a recent market dip, but five infrastructure companies show strong fundamentals and improving earnings momentum. GE Vernova, Vertiv, ON Semiconductor, Comfort Systems USA, and SPX Technologies all benefit from accelerating AI data center demand, with expanding backlogs and raised guidance despite stock price declines over the past three months.

11/11/2026, 10:45 AM • The Motley Fool

GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week. Here's What Set Off the AI Power Sell-off.

GE Vernova, Vertiv, and Bloom Energy experienced significant stock declines of 10-24% over a week due to inflation concerns and AI financing worries, particularly around CoreWeave's debt. However, all three companies reported strong Q3 results with robust demand for AI power infrastructure. Despite valuation concerns and execution risks, analysts suggest the pullback may present attractive entry points for long-term investors.

11/10/2026, 11:00 AM • The Motley Fool

Anthropic's S-1 Says It Will Expand Its Data Center Footprint. Here's Who Could Pour the Concrete, Wire the Power, and Cool the Chips.

Anthropic's IPO filing reveals $895.4 billion in computing and infrastructure commitments through 2030. While the company doesn't name specific contractors, three publicly traded firms specializing in data center construction—Sterling Infrastructure (site preparation), Quanta Services (electrical infrastructure), and Vertiv Holdings (cooling systems)—are well-positioned to benefit from this massive expansion. All three companies reported Q3 revenue growth exceeding 57% and maintain substantial backlogs.

11/09/2026, 9:54 PM • The Motley Fool

3 AI Power Stocks to Hold for the Next 10 Years

As AI data centers are expected to triple electricity consumption by 2030, three power infrastructure stocks are positioned to profit: GE Vernova supplies grid equipment and turbines, Vertiv provides power and cooling systems for servers, and Vistra generates and sells electricity. All three are expected to deliver 32-39% annual earnings growth despite trading at reasonable valuations of 14-36x forward earnings.

11/02/2026, 11:00 AM • The Motley Fool

I Love Vertiv for 1 Reason, and It's Not the Backlog

Vertiv's services and spares segment is emerging as a key investment driver, growing 62% year-over-year in Q3 2026. The company recently acquired King Environmental Services and PurgeRite to strengthen its maintenance and parts business. With Q3 net sales up 61% to $4.3 billion and adjusted free cash flow reaching $652 million, Vertiv offers investors a recurring revenue stream beyond its $15 billion backlog, though the stock remains below its 52-week high of $379.

11/02/2026, 8:32 AM • The Motley Fool

Alphabet Says Its AI Spending Will Keep Rising. 2 Data Center Stocks to Buy and Hold Through 2030.

Alphabet plans to significantly increase its AI infrastructure spending in 2027, building on its $51.4 billion Q3 2026 capital expenditure. The article recommends two data center suppliers—Nvidia and Vertiv—as long-term holds through 2030, despite both trading below recent highs. Nvidia trades at a lower valuation multiple (14x forward earnings) compared to Vertiv (26x), making it the more attractive entry point for new investors.

11/01/2026, 4:52 AM • The Motley Fool

Vertiv: 3 Key Takeaways for Long-Term Investors

Vertiv reported Q3 2026 net sales of $4.3 billion with organic order growth exceeding 100% year-over-year, driven by surging AI infrastructure demand. The company's modular infrastructure reduces data center deployment time by up to half, and management is aggressively reinvesting in manufacturing capacity while maintaining high profitability. Vertiv raised full-year net sales guidance to $14.7 billion.

10/31/2026, 10:01 PM • The Motley Fool

Data Center Rack Market Size, Share, and Trend Analysis - Global Forecast to 2036 Featuring Profiles of Key Players Schneider Electric, Vertiv, Eaton Corp., Legrand, Rittal and Others

The global data center rack market is expected to grow at a CAGR of 11.2% through 2036, driven by hyperscale and colocation data center expansion, AI infrastructure investment, and increasing rack power density requirements. Enclosed racks/cabinets will maintain market leadership, while open frame racks are projected to record the highest growth. Colocation data centers lead by end user, with cloud service providers and hyperscalers registering the fastest growth. North America holds the largest market share, while Asia-Pacific is projected to register the fastest regional CAGR.

10/29/2026, 12:00 PM • GlobeNewswire

Why Vertiv Stock Soared Today

Vertiv Holdings stock surged 16.48% after reporting strong Q3 2026 earnings driven by AI data center demand. The company's net sales jumped 61% year-over-year to $4.3 billion, with adjusted earnings per share reaching $2.21, significantly exceeding Wall Street expectations of $1.82. Management raised full-year guidance to $7.15 per share adjusted earnings, citing accelerating infrastructure buildout for AI applications.

10/28/2026, 10:07 PM • The Motley Fool

Stock Market Today, Oct. 28: Markets Edge Higher as Fed Holds Rates Steady

U.S. stock markets gained modestly on October 28 as the Federal Reserve held interest rates steady. The S&P 500 rose 0.28%, Nasdaq Composite gained 0.27%, and Dow Jones added 0.19%. Energy stocks led gains while real estate and utilities declined. Major movers included Vertiv Holdings (up 17% on AI infrastructure demand), Oracle (up 11% after investor day), and Wingstop (up on earnings beat), while F5 Inc. plummeted over 20% on guidance concerns. After-hours, Microsoft beat earnings expectations while Alphabet missed revenue forecasts, raising questions about AI spending sustainability.

10/28/2026, 5:43 PM • The Motley Fool

Can nVent Electric Become the Next Vertiv?

nVent Electric is positioned as a potential next-generation investment opportunity similar to Vertiv's AI data center liquid cooling success. With a smaller market cap ($21B vs Vertiv's $80B), faster revenue growth (53% vs 24%), lower valuation (19.5 P/E vs 21.8 P/E), and a $2.5B backlog, nVent offers more room for expansion in the booming AI infrastructure market while maintaining positive free cash flow growth of 125% year-over-year.

10/28/2026, 6:55 AM • The Motley Fool

5 Stocks Poised to Win Big as SpaceX Ramps Up AI Infrastructure

SpaceX plans to increase AI computing capacity by 10-20 gigawatts next year, positioning several semiconductor and infrastructure companies as major beneficiaries. Nvidia will be the primary winner as SpaceX's exclusive chip supplier, while SK Hynix, Amphenol, Vertiv, and TSMC are also expected to see significant revenue boosts from increased demand for memory, interconnects, cooling systems, and advanced logic chips.

10/28/2026, 5:30 AM • The Motley Fool

Ranking 4 AI Power Stocks By Balance Sheet After the Sell-off: Vertiv, GE Vernova, Bloom Energy, and Plug Power.

The article ranks four AI power stocks by financial strength following recent market sell-offs. GE Vernova emerges as the strongest with a 0.25x debt-to-equity ratio and massive $176 billion backlog. Vertiv ranks second with solid fundamentals despite higher leverage. Bloom Energy ranks third due to recent profitability progress but heavy dependence on AI spending. Plug Power ranks last with persistent unprofitability and the weakest balance sheet at 1.8x debt-to-equity ratio.

10/27/2026, 11:15 PM • The Motley Fool

Breakfast News: Delivery King Eyes Grocery Carts

DoorDash is in talks to acquire Instacart for approximately $17 billion to expand into grocery delivery and compete with Walmart and Amazon. Meta is raising $35 billion through a stock sale to fund its massive AI infrastructure investments, with Nvidia investing $3 billion in the offering. Brazilian political uncertainty caused selloffs in MercadoLibre and Nu Holdings due to concerns about government spending and currency weakness. Several major companies report earnings this week including Visa, Enphase Energy, and NXP Semiconductors.

10/27/2026, 7:30 AM • The Motley Fool

The AI Bottleneck Takes Many Forms. These 7 Stocks Will Benefit.

As AI infrastructure expands, companies face multiple bottlenecks beyond chip production, including memory, power, cooling, and connectivity. Seven companies addressing these constraints—Nvidia, Micron, Lumentum, Coherent, GE Vernova, Bloom Energy, and Vertiv—are positioned to benefit as the industry shifts from one bottleneck to another.

10/23/2026, 8:30 AM • The Motley Fool