Brookfield Asset Management Ltd. is a real estate investment firm specializing in alternative asset management services. Its renewable power and transition business includes the operates in the hydroelectric, wind, solar, distributed generation, and sustainable solution sector. The company's infrastructure business engages in the utilities, transport, midstream, and data infrastructure sectors. In addition, its private equity business offers industrial, infrastructure, and business services sectors; and real estate business, which includes housing, logistics, hospitality, science and innovation, office, and retail sectors. Further, it provides credit business; and insurance solution in the reinsurance, annuities, operating platform, and investment solutions sectors. Brookfield Asset Management Ltd. was incorporated in 2022 and is headquartered in Toronto, Canada.

Brookfield Asset Management Inc

Сильный индекс, без изменений. Быки крепко уверены в своих позициях.

Strong index, flat. The bulls are very confident in their positions.

Слабый индекс, значительно упал. Рынок на стороне быков.

Weak index, significantly down. The market is on the bulls' side.

Сильный индекс, значительно упал. Отток средств из лонгов на высоком уровне.

Strong index, significantly down. Outflow of funds from longs at a high level.

Harvard's Judgment Professor: The Curse of Optionality and One Habit That Builds Better Judgment

Key Points
Cameco’s uranium mining business is booming.
Constellation’s nuclear fleet is firing on all cylinders.
Vistra is a balanced play on nuclear energy, natural gas, and other power sources.
The nuclear energy market stalled out for about a decade after the 2011 Fukushima disaster. Many countries paused their nuclear expansion plans, and uranium prices plummeted.
But over the past few years, the nuclear market warmed up again. New decarbonization initiatives, safer nuclear technologies, and the soaring energy demands of the cloud infrastructure and artificial intelligence (AI) markets fueled that recovery. The International Atomic Energy Agency (IAEA) now expects the world's nuclear capacity to triple by 2060.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The nuclear market's AI-fueled resurgence is generating a lot of buzz for developers of smaller, next-gen reactors like NuScale and Oklo. However, those companies haven't even deployed their first commercial reactors yet. So today, let's focus on three reliable, lower-risk nuclear stocks that powered the electrical grid long before the recent AI boom: Cameco (NYSE: CCJ), Constellation Energy (NASDAQ: CEG), and Vistra (NYSE: VST).
Cameco, based in Canada, is the world's second-largest uranium miner after Kazakhstan's Kazatomprom. In 2025, it mined 15% of the world's uranium from its mines in Canada, the U.S., and Kazakhstan.
Back in 2023, Cameco partnered with Brookfield Asset Management to acquire Westinghouse Electric, one of the world's largest nuclear technology companies. That acquisition diversified its business and reduced its direct exposure to volatile uranium prices.
Cameco, like most other uranium miners, suffered a severe slowdown after the Fukushima disaster. To stay solvent, it temporarily shut down its largest mines and mills.
But from the end of 2020 to the end of this August, the spot price of uranium surged from $35.00 to $89.68 per pound. As uranium prices soared, Cameco reopened its mines to ramp up production, but global demand continues to outstrip supply.
That's why analysts expect Cameco's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 8% and 15%, respectively, from 2025 to 2028. It still looks reasonably valued at 21 times next year's adjusted EBITDA, and it should remain a linchpin of the nuclear market for the foreseeable future.
Constellation Energy
Constellation Energy is one of the top independent power producers in the United States, with a total capacity of 55 GW across its nuclear, natural gas, oil, geothermal, hydro, wind, and solar plants. It owns the largest fleet of nuclear plants in the U.S. with a combined capacity of 22 GW.
Constellation's nuclear power plants already serve 80% of the Fortune 100, including the top hyperscalers, and drive most of its earnings growth. It directly benefits from the Zero-Emission Nuclear Production Tax Credit (PTC), which subsidizes nuclear power plants when energy prices are lower and boosts their profits when energy prices are higher.
Constellation has plenty of irons in the fire. It's secured a 20-year power purchasing agreement (PPA) with Microsoft to restart Unit 1 at Three Mile Island (rebranded as Crane Clean Energy Center), it's scaling its PPAs with Meta and Walmart, it's upgrading the capacity of its existing plants, and it's integrating Calpine, the natural gas and geothermal energy giant it acquired for $26.6 billion this January.
From 2025 to 2028, analysts expect its revenue and adjusted EBITDA to grow at CAGRs of 15% and 38%, respectively. Yet it trades at just 12 times next year's adjusted EBITDA.
Vistra
Vistra is another leading independent power producer in the U.S., with a total capacity of 44 GW across its natural gas, nuclear, coal, solar, and battery energy storage facilities. It sells electricity through TXU Energy, Dynegy, Homefield Energy, Ambit, and its other regional subsidiaries. Natural gas accounts for most of that capacity, but its nuclear business is booming.
In 2024, Vistra acquired Energy Harbor to significantly expand its nuclear generation business. It's also upgrading its existing nuclear plants to generate more energy. Only 15% of Vistra's capacity comes from its nuclear plants today, but that percentage should continue to rise.
Vistra suffered a few setbacks over the past two years, including the permanent closure of its Moss Landing battery storage facilities (after a series of fires) and new caps on electricity capacity prices in the Mid-Atlantic and the Midwest. But it's weathered plenty of regulatory challenges and plant closures in the past, and it's still locked into the booming AI market through its PPAs with Meta and Amazon.
From 2025 to 2028, analysts expect Vistra's revenue and adjusted EBITDA to grow at CAGRs of 13% and 15%, respectively. It trades at just eight times next year's adjusted EBITDA, making it an undervalued way to profit from the insatiable demand for more electricity.
Should you buy stock in Cameco right now?
Before you buy stock in Cameco, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cameco wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $386,781!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,379,943!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 25, 2026.
Leo Sun has positions in Amazon and Meta Platforms. The Motley Fool has positions in and recommends Amazon, Brookfield Asset Management Ulc, Cameco, Constellation Energy, Meta Platforms, Microsoft, Vistra, and Walmart. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

3 Nuclear Stocks Powering the Grid Long Before AI Made Them Trendy

Bloom Energy BE) and Marathon Petroleum MPC) have been drawing considerable investor attention, ranking among the most searched-for stocks on Zacks.com. BE currently sits within the top 10 searches, while MPC ranks within the top 30.
Although their businesses are very different, both energy companies are seeing stronger operating fundamentals and sharply improving earnings outlooks. Reflecting this, BE shares have soared more than 200% year-to-date, with MPC up more than 130%.
Bloom is capitalizing on soaring electricity demand from AI data centers, while Marathon is benefiting from robust refining margins, operational improvements, and expanding midstream operations.
Image Source: Zacks Investment Research
Bloom Energy’s AI-Powered Growth
Bloom Energy’s solid-oxide fuel cells provide on-site electricity, making its technology increasingly attractive to data centers that need power faster than utilities can expand the electric grid.
That demand is already showing up in Bloom’s results. Most recently, Q2 revenue surged 165% year over year to a record $1.06 billion, while non-GAAP gross margin expanded to 34.3% from 28.2%. Bloom subsequently raised its 2026 revenue guidance to $3.9-$4.2 billion, implying roughly 100% YoY growth at the midpoint.
Image Source: Zacks Investment Research
The longer-term opportunity is also expanding. Brookfield Asset Management BAM) increased its framework for financing Bloom-powered AI infrastructure projects from $5 billion to $25 billion, highlighting rapidly growing demand for behind-the-meter power.
Zacks estimates currently call for Bloom's revenue to rise 104% in FY26 and another 57% in FY27 to $6.51 billion, with EPS projected to climb sharply in both years as shown below.
Image Source: Zacks Investment Research
Marathon’s Refining Momentum Builds
Marathon Petroleum is benefiting from a favorable refining environment, strong execution, and its substantial midstream exposure through MPLX MPLX), which operates pipelines, terminals, natural-gas processing facilities, and other energy logistics infrastructure.
MPC generated $8.5 billion of adjusted EBITDA in Q2, up from $3.3 billion a year earlier, as Refining & Marketing adjusted EBITDA reached roughly $6.7 billion. The company also returned more than $2.8 billion to shareholders during the quarter, including about $2.5 billion of share repurchases and $290 million in dividends.
Image Source: Zacks Investment Research
Meanwhile, new investments at Marathon’s El Paso, Texas, and Robinson, Illinois, refineries should improve product yields and flexibility.
Reflecting the stronger refining backdrop, Zacks consensus estimates have moved sharply higher, with MPC's EPS now projected to surge more than 450% YoY to $59.15 from $10.70 per share last year.
Although FY27 EPS is projected to moderate to $55.54, estimates have surged 58% in the last 30 days from $35.01 per share. This comes as MPC’s top-line outlook remains solid, with sales projected to rise about 14.5% to $154.8 billion in FY26 before normalizing to roughly $131.9 billion next year.
Image Source: Zacks Investment Research
BE & MPC Valuation Comparison
This is where the comparison becomes much less competitive.
To that point, Bloom's spectacular growth comes with a steep premium as BE trades over 100X forward earnings and 19X forward sales. This is far above the broader Zacks Oils and Energy Sector’s forward P/E and P/S multiple averages of 10X and 1X, respectively.
MPC, in contrast, offers intriguing discounts to the sector, trading at just 6X forward earnings and less than 1X forward sales.
Image Source: Zacks Investment Research
Bottom Line
Both Bloom Energy and Marathon Petroleum stock currently sport a Zacks Rank #1 (Strong Buy), reflecting their favorable earnings estimate trends.
Still, MPC may have the edge as the better buy at current valuations. Bloom's AI data-center opportunity makes BE an intriguing growth stock, but its elevated forward P/E leaves considerably less room for execution missteps.
MPC, meanwhile, combines stronger refining fundamentals, valuable midstream exposure, substantial capital returns, and a single-digit P/E multiple, providing a more favorable balance of earnings momentum and valuation.
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Bloom Energy vs. Marathon Petroleum: Which Popular Energy Stock Is the Better Buy?

The Fed just raised interest rates, and the 10-year Treasury pushed past 5%. The textbook says that's bad for dividend stocks. Higher yields on safe bonds make dividend payers less attractive, and many of them have sold off. I'm buying three of them anyway. Here's what they are and why I think the fear created an opportunity.
*Stock prices used were the morning prices of Sept. 18, 2026. The video was published on Sept. 22, 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Should you buy stock in Realty Income right now?
Before you buy stock in Realty Income, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Realty Income wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $395,625!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,397,147!*
Now, it’s worth noting Stock Advisor’s total average return is 951% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 22, 2026.
Matt Frankel, CFP® has positions in Brookfield Asset Management, Realty Income, and Vici Properties. The Motley Fool has positions in and recommends Brookfield Asset Management and Realty Income. The Motley Fool recommends Vici Properties. The Motley Fool has a disclosure policy.
Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

The Fed Just Raised Rates. Here Are 3 Dividend Stocks I'm Buying Anyway.

Key Points
Booming electricity demand is creating new opportunities for clean energy companies.
Bloom Energy is seeing strong growth on its top and bottom lines amid robust demand from data centers.
Plug Power is undergoing a multiyear turnaround effort to improve its finances and achieve profitability.
America's appetite for power is growing. Between booming artificial intelligence (AI) data centers, grid resiliencey, and expanding industrial demand, the Bank of America Institute projects U.S. electricity consumption to grow at a 2.5% annual rate over the next decade, five times faster than during the previous 10 years.
That shift could create opportunities for niche clean energy companies, including Bloom Energy (NYSE: BE) and Plug Power (NASDAQ: PLUG). Both are linked to the hydrogen economy, but they operate at very different points in the value chain, and one is delivering stellar growth, while the other is engineering a turnaround. Here's what investors need to know.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Booming demand has propelled Bloom Energy to profitability
Bloom Energy is operating a highly profitable business right now. The company is seeing incredibly strong demand from data center operators for its solid-oxide fuel cells, which can run on a variety of fuels, including natural gas, biogas, or hydrogen.
What makes Bloom's product compelling for hyperscalers is its ability to deliver on-site power in a few short months. In contrast, hooking up to the power grid can take several years. Right now, technology companies face massive pushback over their energy use and its potential impact on households, leading many to strike deals with companies like Bloom that can deliver power on-site and off-grid.
In the second quarter, Bloom's revenue topped $1 billion for the first time ever, up a whopping 166% from last year. The company's non-GAAP gross margin reached 34.3%, while it reported a generally accepted accounting principles (GAAP) net income of $198.9 million. The company also raised its earnings outlook, projecting revenue of $3.9 billion to $4.2 billion for fiscal year 2026.
Plug Power's business has struggled with high operating costs and accumulating losses
Plug Power has focused on building out the hydrogen ecosystem. The company's largest product line is its equipment, including proton-exchange membrane (PEM) fuel cells that power electric forklifts, reach trucks, and other material-handling equipment. It also offers electrolyzers, which let customers create their own hydrogen on-site, sells hydrogen fuel, and earns fees from service and maintenance contracts.
However, Plug has accumulated losses since its founding. In Q2, the company racked up another $190 million in losses, and its accumulated deficit now stands at $8.7 billion. The company is taking steps to improve profitability and has launched Project Quantum Leap to achieve this.
So far, Plug is making progress. The company's total gross margin improved to -0.9%, up from -30.7% a year ago. The company reduced operating expenses by 50%, driven by asset recoveries, and net operating cash use fell by 58% from Q1.
Management hopes to achieve positive earnings before interest, taxes, depreciation, amortization, and share-based expenses (EBITDAS) in Q4 this year and profitability by the end of 2028.
What's next for these energy stocks
Plug Power is undergoing a turnaround to improve its finances and finally achieve profitability. For investors buying today, you're hoping management can navigate this multiyear turnaround successfully and turn its hydrogen ecosystem from a cash-burning venture into a viable business model.
Bloom Energy is growing rapidly and recently expanded its deal with Brookfield Asset Management to deploy its solid-oxide fuel cells. If you're looking to capitalize on the booming demand for energy from hyperscalers, Bloom Energy is a top stock to own right now.
Should you buy stock in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $387,158!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,365,749!*
Now, it’s worth noting Stock Advisor’s total average return is 932% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 20, 2026.
Bank of America is an advertising partner of Motley Fool Money. Courtney Carlsen has positions in Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy and Brookfield Asset Management. The Motley Fool has a disclosure policy.

Plug Power vs. Bloom Energy: Which Hydrogen-Adjacent Stock Actually Has a Real Business Model?

Key Points
Bloom Energy secured a $25 billion financing deal with Brookfield to build AI-related power infrastructure for data centers.
Plug Power is staying focused on forklifts, electrolyzers, and hydrogen production instead of pursuing data center opportunities.
Wall Street rates Bloom Energy a "Moderate Buy" with notable upside, while Plug Power has a neutral "Hold" rating.
Two fuel cell companies face the same AI-driven power opportunity, but they're taking opposite paths. Bloom Energy (NYSE: BE) has lined up $25 billion in financing to chase the data center boom head-on. Plug Power (NASDAQ: PLUG) is largely sitting this one out.
The reason this matters is simple: Data center electricity demand is still accelerating. Artificial intelligence data centers are projected to consume 11.8% of total U.S. electricity by 2030, and power providers will have to scramble to meet that demand.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Bloom Energy is moving directly into the power bottleneck. Plug Power is focusing on its existing hydrogen businesses and aiming to achieve profitability first.
So which strategy will pay off sooner?
How Bloom Energy's fuel cells landed a $25 billion boost
Let's start with Bloom Energy's core product: the Bloom Energy Server.
The concept is simple. In many existing power generation technologies, fuel is burned, and the resulting heat, in whatever form it takes, is converted into kinetic energy. That energy drives a turbine, a generator, or another mechanical system that ultimately produces electricity. It's a lengthy process, even without all the trouble of storing, transporting, and receiving the generated electricity.
Bloom's Energy Server skips combustion entirely, using solid oxide fuel cells to turn natural gas, biogas, or hydrogen directly into electricity. Installed on-site, it also bypasses the grid, eliminating the need for substations, transmission lines, or interconnection queues. That makes it a golden opportunity for data centers.
Bloom has also steadily pushed efficiency and durability gains across successive generations of its Energy Server. Furthermore, in the company's second-quarter 2026 earnings release, CEO KR Sridhar said that every major U.S. hyperscaler and more than a dozen U.S. neoclouds, AI labs, and colocation data center operators have validated and approved Bloom's power solutions for their AI factories. "Bloom is now a standard for AI onsite power," he said.
Bloom also has a major financing advantage. Brookfield Asset Management just expanded its agreement with Bloom to fund AI-related power infrastructure projects, increasing the total to $25 billion. That gives Bloom access to substantial third-party project financing.
Wall Street has certainly taken notice. A consensus among 26 analysts rates the stock a "Moderate Buy," with up to 35% potential upside based on a $354 high target price.
Why Plug Power is sticking with forklifts over data centers
Plug Power's progress looks smaller in scale, and its focus is entirely different. Both companies have a real technological parallel in their top products -- they both offer fuel cells that avoid the combustion cycle for energy generation. This is why many investors tend to lump these two companies together. However, Plug Power's primary product, the GenDrive Hydrogen Fuel Cell, squarely targets an industrial customer base centered on forklifts, pallet jacks, and other warehouse vehicles.
That's not to say the company has no presence in the data center industry. In July 2026, Plug Power announced a technical collaboration with Microsoft to test its proton exchange membrane fuel cells as a potential replacement for diesel backup generators.
However, CEO Jose Luis Crespo said on the 2026 second-quarter earnings call that Plug remains focused on material handling, electrolyzers, and hydrogen production, and hasn't made any decisions on data centers.
To many investors, that suggests the company isn't exactly rearing up to chase the AI hype, like many other companies these days.
Wall Street has a consensus "Hold" rating for Plug Power based on 20 analysts. Now, to be clear, not prioritizing the AI boom isn't necessarily a bad thing. Plug Power's growth story will just be very different from Bloom Energy's.
If you want more exposure to the AI power boom, Bloom Energy is the clear choice. Its deep-pocketed backing is exactly why it's positioned to capture this moment, while Plug Power's decision to sit on the sidelines for now is a bet on a very different growth story.
Should you buy stock in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $387,158!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,365,749!*
Now, it’s worth noting Stock Advisor’s total average return is 932% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 19, 2026.
Rick Orford has positions in Microsoft. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Microsoft. The Motley Fool has a disclosure policy.

Bloom Energy Is Riding the Data Center Boom to a $25 Billion Backlog. Plug Power Is Passing on It. Here's Why.

Key Points
Realty Income is a REIT giant with an advantaged cost of capital.
Brookfield Asset Management and T. Rowe Price generate fees for managing other people's money.
A rising interest rate environment isn't great for any of these businesses, but higher rates aren't likely to derail their dividends.
After the Great Recession, the world got used to abnormally low interest rates. The headlines are filled with concern about rising rates right now, as the Federal Reserve looks to tamp down inflation. But, in reality, the current rate environment is pretty much returning to the pre-Great Recession norm. Still, this transition period could be tough on companies that have relied on low rates to support their revenues and profits.
To be fair, even the best-positioned finance companies are likely to feel some sting from rising rates. However, some companies are better positioned to navigate the headwind, including Realty Income (NYSE: O), Brookfield Asset Management (NYSE: BAM), and T. Rowe Price (NASDAQ: TROW). Here's why this trio of high-yield stocks could still be worth buying even if rates move higher.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Realty Income's cost of capital sets it apart from the pack
Realty Income is built from the ground up to be boring. It is the largest net-lease real estate investment trust, which means its tenants are responsible for most property-level operating costs. That reduces costs and protects the REIT from rising costs. But the real story here is about scale and financial strength.
Realty Income has an investment-grade-rated balance sheet. Its portfolio contains over 15,500 properties. And it has a market cap of roughly $55 billion. Its cost of capital will rise as interest rates rise, but the property market will eventually adjust, helping to maintain Realty Income's profitability. That said, the REIT has advantaged access to capital markets due to its size and financial strength, which allows it to maintain a lower cost of capital than many of its peers. This advantage exists regardless of the interest rate environment.
With a yield of 5.4% and a dividend that has been increased for 31 consecutive years, there's no reason to worry that Realty Income's dividend is at risk today.
Asset managers like Brookfield and T. Rowe Price live on fees
The next two companies are similar in some ways and different in others. Brookfield Asset Management and T. Rowe Price are both asset managers, collecting fees from the customers who trust them to invest on their behalf. Customers tend to be sticky, and the fees they charge don't change with interest rates. Brookfield Asset Management had over $1 trillion in assets under management at the end of the second quarter of 2026. T. Rowe Price had $1.9 trillion.
One of the biggest differences between these two financial businesses is their target markets. Brookfield Asset Management tends to focus on institutional investors, while T. Rowe Price has a large consumer customer base. If rising rates lead to a bear market, both will likely feel the hit as assets under management decline. But T. Rowe Price has increased its dividend annually for 39 years. And while Brookfield Asset Management's history as a publicly traded entity is much shorter, the company has been in operation for over 100 years. Both have proven they know how to survive and thrive even when rates are rising.
Brookfield Asset Management's dividend yield is currently around 4.2%. T. Rowe Price's dividend yield is 4.8%. Both are worth a deep dive, even if rates are likely to rise from current levels.
You can't avoid rising rates, but you can limit the sting
If you are a dividend investor, rising rates will impact your investments. There's really no way around that fact. However, buying companies like Realty Income, Brookfield Asset Management, and T. Rowe Price can provide you with lofty yields that are likely to be well protected from rising rates. If you are using the dividends you collect to pay your bills, you should take a close look at all three of these high-yield stocks today.
Should you buy stock in Realty Income right now?
Before you buy stock in Realty Income, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Realty Income wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,160!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,296,254!*
Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 15, 2026.
Reuben Gregg Brewer has positions in Realty Income. The Motley Fool has positions in and recommends Brookfield Asset Management, Realty Income, and T. Rowe Price Group. The Motley Fool has a disclosure policy.

3 High-Yield Financial Stocks to Buy for Income That Doesn't Depend on Rate Cuts

(RTTNews) - Brookfield Asset Management Ltd (BAM, BAM.TO) announced an agreement to acquire 100% of Reliance Worldwide Corporation (RWC.AX), a global manufacturer of plumbing and heating solutions.
The Reliance Board has unanimously recommended the all-cash proposal of US$3.38 per share to shareholders, who will vote on the agreement. The offer values Reliance at an enterprise value of approximately US$2.8 billion.
Reliance, headquartered in the United States, operates across the Americas, Europe, the Middle East (EMEA), and Asia Pacific. The acquisition highlights Brookfield's continued focus on investing in essential infrastructure and industrial businesses with international scale.
Brookfield confirmed that the investment will be funded through its Brookfield Capital Partners strategy and affiliate Brookfield Business Corporation (BBUC, BBUC.TO).
The transaction remains subject to customary closing conditions, including shareholder, regulatory, and government approvals. Pending these approvals, the deal is expected to close in the first quarter of 2027.
RWC.AX was trading at A$4.52 up A$0.19 or 4.39%.

Brookfield Asset Management To Acquire Reliance Worldwide In US$2.8 Bln Deal

Key Points
More data centers are deploying Bloom’s SOFCs to power their infrastructure.
Its core market could expand at a double-digit rate over the next decade.
Bloom Energy (NYSE: BE), a developer of solid oxide fuel cells (SOFCs), was once considered a niche green energy company with limited growth potential. But over the past two years, its stock has rallied 2,360%. It's also rallied 190% this year, easily beating the S&P 500's (SNPINDEX: ^GSPC) 11% gain. It's also set to join the benchmark index on Sept. 21. Let's see why Bloom's stock attracted a stampede of bulls -- and if it will maintain that momentum.
Why did Bloom Energy's stock skyrocket?
Bloom's SOFCs can convert natural gas, biogas, propane, and hydrogen into electricity without any combustion. They can be deployed rapidly, often in less than two months, and bypass traditional power grids that often require years to set up new connections.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Over the past few years, big data center operators -- including Oracle, CoreWeave, Nebius, and Equinix -- have deployed Bloom's SOFC systems as a greener, faster way to expand their infrastructure.
From 2023 to 2025, its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) grew at CAGRs of 23% and 82%, respectively. By the end of 2025, Bloom's backlog had swelled to $20 billion, or nearly ten times the revenue it generated for the full year. That backlog should continue to grow as more companies order Bloom's SOFCs to serve the power-hungry cloud infrastructure and AI markets. The recent introduction of its new Power Connect system -- which could reduce its on-site installation time by more than 40% -- could further widen its moat against other SOFC manufacturers.
Bloom already leads the market for stationary, multi-megawatt, utility-scale SOFC deployments. Brookfield Asset Management (NYSE: BAM), one of the world's top asset managers, funds the production and deployment of those systems through a $25 billion partnership.
Why could Bloom's stock soar even higher?
From 2025 to 2028, analysts expect Bloom's revenue and adjusted EBITDA to grow at CAGRs of 70% and 120%, respectively, as the demand for its SOFCs outstrips its supply. With an enterprise value of $81 billion, it trades at 45 times next year's adjusted EBITDA.
Bloom's stock isn't cheap, but it could command an even higher valuation as long as the AI market keeps expanding. According to Fortune Business Insights, the SOFC market could expand at a 32.4% CAGR from 2026 to 2034. If Bloom stays at the top of this booming market, it could generate multibagger gains for its patient investors over the next decade.
Should you buy stock in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $417,413!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,341,294!*
Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 14, 2026.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, Equinix, and Oracle. The Motley Fool has a disclosure policy.

Bloom Energy Is Up 190% This Year. Here's The Math Behind the Move.

Key Points
Bloom Energy has emerged as a preferred provider of on-site electricity for hyperscalers.
Bloom's stock has exploded amid incredible demand for AI power.
FuelCell Energy's total backlog has grown to $3.6 billion as of its fiscal third-quarter report.
Winning power contracts for new artificial intelligence data centers has become one of the most important races in modern history. As grids become strained under the weight of AI's immense electricity needs, companies such as Bloom Energy (NYSE: BE) and FuelCell Energy (NASDAQ: FCEL) are two prominent names helping hyperscalers meet those demands. Which stock is the better choice right now? The answer could come down to your risk profile and what you're willing to pay.
Bloom is the go-to solution
Hyperscalers can't afford to wait years and years for new grid connections, so they are turning to alternatives, and that's where Bloom has blossomed as a go-to favorite for the AI industry. Bloom can deploy on-site systems in about three months, and that speed has translated into massive sales.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Bloom's second-quarter 2026 revenue reached $1.065 billion, a 166% jump from last year. Gross margin exceeded 34%, and the company's product revenue climbed 215% as orders continued to come in. Bloom's backlog is now approaching $20 billion. Deals and partnerships with AI darlings Oracle, Brookfield Asset Management, and Nebius Group led management to raise its full-year revenue guidance once again to $3.4 billion to $3.8 billion.
Of course, the excitement has led to an incredible run for the stock, which has risen approximately 225% year to date. This means Bloom is trading at an incredible premium and is priced for perfection. Any delays or problems in execution, or a slowdown in demand, could spell trouble for shareholders.
FuelCell Energy could be next
FuelCell Energy is a far different story than Bloom. Unfortunately, the company's fiscal third-quarter results showed a 29% decline in revenue, while its gross loss widened to $24.5 million. This was all largely due to the completion of deliveries in South Korea. Shares fell precipitously on the earnings news.
There's hope for FuelCell, though. The company received its first order for data center applications, and the total backlog grew to $3.6 billion. A stock sale helped raise an additional $300 million for FuelCell, bringing the company's cash position to over $737 million. The Connecticut-based business is looking to expand its manufacturing capacity to 500 megawatts by 2028. Management anticipates positive adjusted EBITDA by the end of fiscal 2027.
The winner depends on the investor
Bloom is the winner of this battle today. The company is financially strong: It is profitable, generates substantial cash, and is a proven entity among AI hyperscalers. There's still room for growth with Bloom, but investors will need to pay a premium for it.
FuelCell, on the other hand, is a much more speculative play, but offers investors a far less expensive entry point. There's a lot of execution risk with FuelCell, but if the company can continue to collect orders for the backlog while meeting stated milestones, the upside potential looks massive. Current investors have been waiting years for the company's turnaround to finally take hold, and it looks as if they'll be waiting a bit longer.
Should you buy stock in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $410,024!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,372,815!*
Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 10, 2026.
Catie Hogan has positions in FuelCell Energy and Oracle. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool has a disclosure policy.

Indicator	Feb 26	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
P/E	—	28.29	25.82	—	25.92	25.92	12.91
Price/Sales	—	13.92	12.51	14.51	—	14.51	2.16
P/B	8.27	8.12	7.72	8.95	—	8.95	1.22
P/FCF	34.86	30.49	30.79	35.69	—	35.69	10.38

Indicator	Feb 26	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
ROE	—	28.18	31.34	—	—	31.34	11.06
ROA	—	14.91	15.67	—	—	15.67	1.27
ROI	—	24.67	27.89	—	—	27.89	7.63
Net Worth	76.32	70.55	71.62	83.04	—	83.04	1.01
Quick Ratio	—	0.00	0.00	—	—	0.00	1.42
Current Ratio	—	1.38	—	—	—	1.38	0.98

Indicator	Feb 26	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
Net Profit Margin	—	49.68	48.89	—	—	48.89	17.62
Operating Margin	—	58.10	61.57	—	—	61.57	25.00
Gross Margin	—	100.00	100.00	—	—	100.00	71.98
Return on tangible equity	—	28.94	32.61	—	—	32.61	12.85

Indicator	Feb 26	Mar 26	Jun 26	Aug 26	Sep 26	TTM	Median
EPS	—	—	—	0.43	—	0.43	0.71
EPS Forecast	0.42	—	—	0.42	—	0.42	0.73
Revenue	—	1.34B	1.75B	—	—	1.75B	90.00M
Gross Profit	—	1.34B	—	—	—	1.34B	—
EBITDA	—	665.00M	1.17B	—	—	1.17B	—

Brookfield Asset Management Inc

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