Tyler Crowe

I think Canadian Solar is going to be a beneficiary, because it's one of the very few companies out there in the utility scale space that is going to have the scale to actually build up and sell into this network.

The reason I'm highlighting Canadian solar this month or this time rather than with First Solar is I think it's a little bit more beaten down, going back to Matt's thing of buying stuff that's way down and hopefully coming back.

Maybe I'm going wrong on that regard, but I see a business that is going to catch a long-term trend with AI infrastructure build-out in solar.

I don't think a lot of people are thinking that way, and that's why I've been looking into this one a lot more.

We have Deckers, Appian, and Canadian Solar to wrap out this week.

As always, people on the program may have interests in the stock they talk about, and The Motley Fool may have formal recommendations for our guests, so don't buy or sell stocks based solely on what you hear.

All personal finance content follows Motley Fool editorial standards and is not approved by advertisers.

Advertisements are sponsored content and provided for informational purposes only.

To see our full advertising disclosure, please check out our show notes.

Thanks to producer Dan Boyd and the rest of the Motley Fool team.

For Matt, John, and myself, thanks for listening, and we'll chat again soon.

Private markets are becoming the public markets.

This is Motley Fool Money.

Welcome to Motley Fool Money!

I'm Tyler Crowe, joined by longtime Fool contributors John Quast and Matt Frankel.

Now, we're going to cover the market buzz around private assets that are looking to make their way into retirement accounts and cover stocks on our radar like we do on every Thursday.

But first, earnings season is heating up.

Yesterday, our colleagues discussed ASML's results, and we were tempted to also discuss Taiwan Semiconductor's strong earnings report and outlook.

But I feel like we've discussed AI and the picks and shovels plays a lot lately on our episode of Motley Fool Money.

We wanted to look at some of the non-AI parts of the markets, and what better way to do that than with the big banks.