Louis Navellier is buying 3 headline-making stocks, including Google

12 Sep 2026, 23:33 · The Fresno Bee

Some of the biggest names in the market are making headlines this month, but I’m more interested in what they could mean for the stocks going forward. Here’s why I’m buying Bloom Energy, Apple and Alphabet.

Bloom Energy’s S&P 500 addition could fuel more gains

Shares of Bloom Energy Corporation (BE) have soared more than 33% since the start of September, helped by two big announcements.

First, an SEC filing that Nancy Pelosi’s husband bought up to $12 million in Bloom Energy, including two big option bets. Whenever a Pelosi trade gets disclosed, it moves markets. So, when word got out about the Bloom Energy buy, it helped spark a rally in BE shares.

But the bigger news was that BE will join the S&P 500 on September 21. Joining the index should put Bloom in front of more investors and boost institutional buying. That should help reduce some of the volatility the stock has experienced this year.

Bloom Energy’s addition to the S&P 500 shouldn’t be a big surprise. The company has grown into a large, liquid and profitable company, largely helped by the data center buildout.

Bloom Energy expects 2026 revenue between $3.9 billion and $4.2 billion, representing 93% to 108% annual revenue growth. The company is also expected to achieve 256.6% annual earnings growth in its fiscal year 2026.

Analysts have also raised third-quarter earnings estimates over the past three months. They now expect earnings to jump 346.7% year-over-year to $0.67 per share. Revenue is expected to more than double year-over-year to $1.06 billion.

When you combine Bloom Energy’s addition to the S&P 500 with its strong expected revenue and earnings growth, it’s easy to see why I think BE has a lot more room to run.

BE remains an Aggressive buy below $303 and is rated as an A in my stock grading system.

KARL MONDON / Getty Images

Now, investors might have expected Apple shares to jump in the wake of its newest products, especially the iPhone Duo. Instead, the stock pulled back slightly after the launch.

That’s nothing unusual. AAPL often sees a “sell the news” reaction on launch day. But after that, Apple shares tend to rally strongly in the two months after a launch. So, I encourage investors to take advantage of any dips to buy AAPL.

AAPL is a Conservative buy below $342and is rated as a B in my stock grading system.

Google doubles down on AI infrastructure

Alphabet (GOOG) made another big AI investment and is planning to invest at least 13 billion euros, or $15.1 billion, on AI infrastructure in Finland over the next two years.

Finland is quickly becoming a major data center hub in Europe due to its cool climate helping data centers handle the heat they produce. About 40 data centers already operate there. Google and Microsoft Corporation (MSFT) both have facilities in the country, too.

The investment in Finland is part of Google’s broader plan to spend $195 billion and $205 billion on AI worldwide.

GOOG is a Conservative buy below $384 and is rated as a B in my stock grading system.

For more information about my stock grading system, click here.

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This story was originally published September 12, 2026 at 4:33 PM.