The world will need to invest trillions of dollars in artificial intelligence infrastructure and clean energy over the next few years.
The world’s population is aging, creating a huge need for retirement income.
These six companies are emerging as leaders in capitalizing on these investment megatrends.
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Some trends are undeniable. The world will need to invest trillions of dollars in the coming years to support AI infrastructure and the transition to low-carbon energy. In addition, the aging of the population has led to huge gaps in retirement income.
Several companies are emerging as leaders in capitalizing on these trends, led by the following six. That’s why I firmly believe they can make investors rich in 2026 and beyond.
Image source: Getty Images.
Brookfield Corporation(NYSE: BN) It sits at the center of three of the investment themes I believe in most: artificial intelligence infrastructure, growing demand for wealth products, and the global real estate recovery. The world’s leading investment firm recently launched its first artificial intelligence infrastructure fund, aiming to acquire up to $100 billion in artificial intelligence infrastructure assets, ranging from energy to land. data center and computing power. Brookfield is also building a wealth solutions business and is a leader in real estate investing.
The company estimates these catalysts will support annual earnings growth of 25% over the next five years. At the same time, it has a long runway for growth. Brookfield predicts that the world will need to invest $7 trillion in artificial intelligence infrastructure over the next decade. At the same time, individual investors control more than $40 trillion in wealth, and they increasingly seek to allocate this wealth into income-generating areas alternative investmentsincluding private real estate.
Kinder Morgan(NYSE: KMI) Operates the country’s largest natural gas Infrastructure platform transports 40% of the country’s natural gas production. This puts it well-positioned to capitalize on growing demand for natural gas to support artificial intelligence data centers, increased electrification and the outsourcing of manufacturing.
The company believes the country’s natural gas demand will increase by 28 billion cubic feet per day by 2030, about 25% above 2024 levels. Kinder Morgan has secured $10 billion worth of new capital projects that are expected to come online in 2030 (primarily related to natural gas infrastructure). At the same time, it is seeking an additional $10 billion in projects to further enhance and expand its growth prospects. These projects should help drive strong earnings growth over the next few years as rates on new natural gas contracts increase as old agreements expire, providing more incentive for the company to increase its dividend yield of more than 4%.
meta platform(NASDAQ: META) More than just a social media giant. The company is investing heavily to become a leader in artificial intelligence. YuanThe ambitious goal is to build a personal superintelligence for everyone.
While we may still be a few years (or more) away from that goal, the company is already building some exciting AI products. Billions of people already use its Meta AI chatbot every day. At the same time, the company launched a series of AI glasses with strong demand and huge market opportunities.
The company has only scratched the surface of its artificial intelligence potential. In the words of CEO Mark Zuckerberg on Meta’s third-quarter earnings call, “The upside is huge, both for our existing applications and for the new products and businesses we’re about to build.”
next generation energy(NYSE: NEE) is a leader in clean energy infrastructure. It owns, operates and develops clean power generation and electric and natural gas transmission infrastructure. It is ideally positioned to take advantage of the coming power surge.
NextEra has become the partner of choice for AI companies seeking power assurance for their data centers. It has recently been linked to Meta and Google. Additionally, NextEra has entered the data center development business by partnering with Google and energy giants Exxon Mobil.
The company expects to invest $295 billion to $325 billion in new clean power generation capacity, electric and natural gas transmission infrastructure and data centers by 2032. This will support annual adjusted EPS growth of over 8% while driving continued dividend growth.
real estate income(NYSE: O) One of the world’s largest real estate investment trusts (REIT). It specializes in investing in income-producing properties (retail, industrial, gaming and data centers) secured by long-term guarantees net lease. These lease agreements provide the REIT with very stable cash flows to support its high yields monthly dividend (Currently over 5%).
REITs are at the intersection of two global megatrends: U.S. retirement investment demand is nearly $50 trillion, while U.S. and European corporate balance sheets have $14 trillion in real estate. Real Estate Income aims to unlock the value of real estate through the acquisition of properties Sale and leaseback transactions to support dividends and distributions from its private real estate funds.
GLP(NYSE: PLD) It is also a leading real estate investment trust. Mainly focused on industrial real estate (logistics real estate). Additionally, the company has begun leveraging its expertise in energy (it often installs solar and battery storage for its sites) and its vast land bank for developing data centers. The company has a data center power pipeline capacity of up to 5.7 gigawatts (GW), while it has more than 1 GW of solar and battery storage installed across its portfolio.
As such, GLP’s global platform is leveraging megatrends in logistics (enabling e-commerce and new manufacturing capabilities), digital infrastructure and energy. It signed a record 228 million square feet of leases last year and remains strong through 2026. These catalysts should drive strong earnings and dividend growth for REITs in the coming years.
I have achieved a considerable position in every field company. However, given my strong beliefs, I plan to add to each of these this year. I believe they have the potential to generate above-average total returns over the next few years.
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Matt DiLallo holds positions at Alphabet, Brookfield Corporation, Kinder Morgan, Meta Platforms, NextEra Energy, Prologis and Realty Income. The Motley Fool holds and recommends Alphabet, Brookfield, Brookfield Corporation, Kinder Morgan, Meta Platforms, NextEra Energy, Prologis and Realty Income. The Motley Fool has a disclosure policy.
The 6 stocks I’m most confident about in 2026 and beyond Originally published by The Motley Fool
