Forget Buying All 7 "Magnificent Seven" Stocks. Here's How to Rank 6 Top AI Stocks Right Now (Hint: It Has to Do With Anthropic.)

With Anthropic's IPO expected to price on November 18, 2026, the article ranks six AI and infrastructure stocks by their direct exposure to Anthropic's spending. Amazon and Alphabet have the most direct ties as investors and suppliers, while Nvidia has moderate exposure. Energy companies like Bloom Energy, Vistra, and Oklo offer indirect exposure through data center power needs.

11/12/2026, 7:05 AM • The Motley Fool

Constellation and Vistra Get the Headlines. These 2 Power Producers Barely Get Mentioned.

While Constellation Energy and Vistra dominate headlines, Talen Energy and NRG Energy are lesser-known power producers positioned to benefit from growing AI data center demand. Talen has secured a long-term nuclear power supply agreement with Amazon, while NRG is expanding capacity through natural gas assets and the CPower acquisition. Both companies offer attractive valuations but face execution risks and regulatory scrutiny.

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

Not Bloom Energy. Not Vistra. This AI Power Stock Just Posted a 96% Jump in Orders.

GE Vernova reported a 96% year-over-year increase in orders for power-generating equipment, with a $197 billion backlog (over 4 years of revenue). Despite a post-election sell-off in power stocks, the company's business remains resilient as 80% of customers are traditional utility companies unaffected by AI industry fluctuations.

11/08/2026, 12:45 PM • The Motley Fool

GE Vernova vs. Vistra: Which Industrials Stock Is a Better Buy for 2027?

GE Vernova and Vistra are both positioned to benefit from rising global electricity demand, but they operate in different segments. GE Vernova manufactures power generation equipment and technology with a $197 billion backlog and involvement in small modular reactors, while Vistra is an integrated power producer serving 5 million customers. The article recommends GE Vernova as the better choice due to its larger market opportunity, stronger profitability margins, lower regulatory risk, and strategic positioning in nuclear energy growth.

11/06/2026, 8:55 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

Nuclear Stocks Have Crashed 35% to 88% From Their Highs. Here's What $1,000 in Each of These 5 Could Be Worth by 2030.

Nuclear energy stocks have experienced significant declines from their peaks despite strong business fundamentals and growing AI data center demand for reliable baseload power. While mature operators like Constellation Energy and Vistra show solid long-term potential, pre-revenue startups like Oklo and NuScale Power face years before commercializing their small modular reactor technology. The article recommends focusing on established players with proven contracts rather than speculative early-stage companies.

11/01/2026, 5:45 AM • The Motley Fool

This Under-the-Radar Utility Just Signed a Massive Data Center Deal Without Anyone Noticing

Black Hills, a small-cap South Dakota utility company, signed a major 22-year power purchase agreement with Google to supply 590 megawatts of electricity to a data center in Cheyenne. The deal will require $1.8 billion in capital investment but is expected to generate $150 million in net income by 2030 and $2.4 billion in free cash flow over its lifetime. The agreement highlights how smaller utility companies are capitalizing on the surging electricity demand from AI data centers.

10/29/2026, 7:21 AM • The Motley Fool

Nuclear Power Is Back, But Only a Few Stocks Have Customers Signed

Nuclear power is experiencing renewed interest from major tech companies seeking clean energy. While established players like Vistra, Constellation Energy, Cameco, Centrus Energy, and BWX Technologies have signed contracts or operate licensed facilities, early-stage developers like Oklo, NuScale Power, and Nano Nuclear Energy still lack regulatory approvals and face execution risks despite securing customer commitments.

10/29/2026, 2:00 AM • The Motley Fool

Constellation, Vistra, and GE Vernova Ranked From Worst to First for the AI Power Boom

Three companies are positioned to benefit from AI-driven electricity demand growth: Constellation Energy and Vistra are independent power producers selling electricity at market rates, while GE Vernova manufactures turbines for power generation. Constellation is recommended for conservative investors due to its scale and dividend growth, GE Vernova appeals to growth investors with its $176 billion backlog, while Vistra ranks third due to its higher debt-to-equity ratio.

10/24/2026, 10:15 PM • The Motley Fool

U.S. Power Demand Is Set to Jump 20% by 2030. Here's What It Means for Energy Stocks.

U.S. electricity demand is projected to surge 20% by 2030, driven by AI data centers, electric vehicle adoption, and manufacturing growth. This shift benefits regulated utilities, independent power producers with long-term contracts, and equipment manufacturers. Investors can choose between stable utility stocks, higher-upside power producers, or equipment manufacturers based on risk tolerance.

10/24/2026, 7:42 AM • The Motley Fool

Uranium Is Near $90 a Pound. Here's My Prediction for What's Ahead for the Fuel.

Nuclear energy is experiencing a global revival driven by decarbonization goals and AI-driven electricity demand. With uranium supplies tightening and inventories dwindling, spot prices near $90/pound are expected to remain elevated around $100/pound over the next few years, with Bank of America projecting prices could reach $130/pound. This supply-demand imbalance benefits uranium miners and nuclear energy producers.

10/22/2026, 3:30 PM • The Motley Fool

Bloom Energy vs. Vistra: Which Energy Stock Is a Better Buy in 2026?

The article compares Bloom Energy, a fast-growing clean-energy company specializing in fuel cell systems for AI data centers, against Vistra, a diversified utility giant with 44,000 megawatts of generation capacity. Bloom Energy is recommended as the better buy for 2026 due to its explosive Q2 growth (166% revenue increase, $1B quarterly revenue milestone) and strong momentum in the AI infrastructure market, despite higher valuation multiples and execution risks. Vistra is acknowledged as a solid, well-executing company with steady performance and diversified assets, but lacks the dynamic growth trajectory of Bloom.

10/21/2026, 6:32 AM • The Motley Fool

Should You Buy Vistra After an 11% 1-Day Jump on a $4.2 Billion DOE Loan? The Catch Most Investors Are Missing.

Vistra stock surged 11% following a $4.2 billion conditional DOE loan commitment to modernize three nuclear power plants, adding 433 megawatts of capacity. While the company shows strong fundamentals with 30% EBITDA growth and analyst Strong Buy ratings, investors should note the loan requires meeting technical and financial requirements, and execution risks remain around project delays and cost overruns.

10/17/2026, 2:30 PM • The Motley Fool

AI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fix

AI data centers face a significant electricity shortage, with the U.S. alone projected to have a 32-gigawatt shortfall by 2028. The article identifies seven stocks positioned to benefit from this power crisis: utility companies with nuclear capabilities (Constellation Energy, NextEra Energy, Vistra), equipment manufacturers for power generation and management (GE Vernova, Bloom Energy, Eaton, Vertiv). These companies are capitalizing on growing demand for alternative power solutions and energy-efficient infrastructure.

10/15/2026, 8:30 AM • The Motley Fool

Vistra Stock Surged Following Its $4.2 Billion Federal Loan. With the Stock Down 23% Over the Past Year, Is It Time to Buy?

The U.S. Department of Energy announced a $4.2 billion conditional loan commitment to Vistra to expand power capacity at three nuclear plants in the PJM Interconnection region. The funding will add 433 megawatts of clean baseload capacity to meet surging electricity demand from AI data centers. Despite the positive development, Vistra stock remains down 23% over the past year but now trades at a more attractive valuation of 18.5x forward earnings with projected 18% annual earnings growth.

10/15/2026, 5:24 AM • The Motley Fool