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Ecolab (ECL) Among BofA’s List of Companies Set to Benefit from AI Data Center Buildout

​Ecolab Inc. (NYSE:ECL) ranks among our Best Liquid Cooling Stocks to Buy for AI Data Centers. The company acts as a global provider of water, hygiene, and infection‑prevention solutions that protect people and critical resources such as water and energy. It is also engaged in liquid cooling for data centers through its cooling-as-a-service program, which integrates water and cooling management platforms for high‑density and AI‑driven facilities.

​On May 5, the Bank of America Securities identified some mining and infrastructure companies that the firm believes are best positioned to benefit from AI data center buildout. Ecolab Inc. (NYSE:ECL) is included in the list of BofA. On April 29, the firm had lowered the price target on the stock from $345 to $335, while maintaining a Buy rating on the shares. The reduced price target was based on the firm cutting 2026 and 2027 EPS estimates to reflect the dilution in the second half of 2026 from CoolIt.

The company also released its fiscal Q1 2026 earnings on April 28. During the quarter, the company posted $4.07 billion in revenue, reflecting 10.04% year-over-year growth and surpassing estimates by $51.44 million. While the non-GAAP EPS of $1.7 was in line with the expectations, the GAAP EPS of $1.52 fell slightly short of the expectations by $0.08.

​Notably, the Global High Tech and Digital segment achieved 20% year-over-year growth. Moreover, management noted that combining the Global High Tech, OVIVO, and pending CoolIT businesses is expected to form a $1.5 billion unit, which will grow at high margins of 20% to 25%. Lastly, management maintained adjusted diluted EPS growth guidance of 12% to 15% for fiscal 2026, excluding the short-term impact from the pending CoolIT acquisition.

While we acknowledge the risk and potential of ECL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ECL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Stocks to Buy While the Market Is Down and 14 Stocks That Will Double in the Next 5 Years. 

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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