Apple Is Considering Something It Hasn't Done in 15 Years. Here's What Investors Need to Know.

Apple is reportedly considering developing its own AI servers in partnership with Nvidia, marking the company's first enterprise server venture since 2011. The proposed servers would combine Apple's M8 Ultra chips with Nvidia's NVLink Fusion technology for AI inference. If approved, the product wouldn't be available until 2029. This represents a potential strategic shift under new CEO John Ternus, as Apple has historically focused on consumer devices rather than infrastructure investments like its peers in the Magnificent Seven.

09/16/2026, 1:39 PM • The Motley Fool

31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel

Berkshire Hathaway has concentrated approximately 31% of its stock portfolio in two AI-focused companies under CEO Greg Abel's leadership: Alphabet (nearly 10% of portfolio) and Apple (just over 20%). Alphabet is positioned as a growth play with strong AI leadership, generating $53 billion in free cash flow despite massive capital expenditures. Apple, while at a higher valuation, benefits from device upgrade cycles and new CEO John Ternus's potential to improve the company's AI strategy.

09/16/2026, 12:30 PM • The Motley Fool

Tim Cook's Most Defining Move at Apple Has Nothing to Do With AI

Tim Cook's most significant achievement at Apple was launching the wearables segment with the Apple Watch in 2014-2015, not AI innovation. This strategic move expanded Apple's ecosystem with health and wellness features, integrated with iOS, and inspired the formalized Apple Services segment. The wearables strategy, combined with services like Apple Pay and Apple Music, drove Apple's stock up over 2,200% during Cook's tenure and established a sustainable competitive advantage that should continue benefiting the company under new CEO John Ternus.

09/16/2026, 6:30 AM • The Motley Fool

Is It Too Late to Buy Nvidia Stock?

Despite being the world's largest company by market cap at $5.1 trillion, Nvidia continues to demonstrate strong growth potential. Over the past five years, Nvidia's revenue grew 1,150% and net income soared 2,250%, while its stock price rose only 821%, suggesting the company's valuation is now cheaper relative to its earnings. With a trailing P/E ratio of 26.7 at a five-year low, Nvidia appears undervalued compared to Apple's P/E of 38.2, making it an attractive long-term investment despite concerns about AI spending sustainability.

09/16/2026, 6:15 AM • The Motley Fool

Prediction: Warren Buffett's Successor, Greg Abel, Will Dispose of One of Berkshire Hathaway's Largest Holdings

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, is expected to continue selling the company's Bank of America stake. Berkshire has already sold 549.5 million BofA shares (53% of its position) since June 2024, driven by the bank's valuation reaching a 59% premium to book value and reduced interest rate sensitivity following the Fed's rate cuts.

09/16/2026, 5:06 AM • The Motley Fool

Chip Stocks Recovered Today and the Major Indexes Fell Anyway

Major stock indexes fell despite chip stocks recovering from Monday's AI-driven selloff. The Dow and Nasdaq Composite each dropped 0.7% while the S&P 500 fell 0.4%. Rising Treasury yields (10-year at 5.041%, highest since July 2007) and elevated oil prices drove market concerns. The Fed is expected to hike rates by a quarter-point on Wednesday, with future rate decisions dependent on energy costs and inflation pressures.

09/15/2026, 2:26 PM • The Motley Fool

This Is the No. 1 Reason I'm Buying and Holding the Vanguard Total Stock Market ETF (VTI) Right Now

Despite concerns about inflation and rising interest rates, the author recommends buying VTI due to resilient corporate earnings growth driven by AI investment. Strong second-quarter results and revised guidance from analysts suggest earnings will continue growing through 2027, with small-cap stocks now participating in the AI-driven growth. The author expects robust earnings growth across all company sizes to support stock price gains over the next several quarters.

09/15/2026, 12:05 PM • The Motley Fool

If I Were in My 20s, I'd Buy This Unstoppable Vanguard ETF and Hold It Forever

The article recommends the Vanguard S&P 500 Growth ETF (VOOG) for young investors in their 20s as a long-term buy-and-hold investment. The ETF focuses on 148 growth stocks from the S&P 500, with over 51% in technology companies. It has delivered 16.9% compound annual returns since 2010, outpacing the S&P 500's 14.2%, and could potentially double retirement savings over 40 years due to compounding.

09/15/2026, 4:26 AM • The Motley Fool

NowSecure Finds 1 in 4 Mobile Apps May Expose Functionality to AI Agents Ahead of iOS 27

NowSecure announced day-one support for Apple's iOS 27, which introduces agentic AI capabilities through Siri. The company's research shows 24% of mobile apps contain functionality exposed to Siri AI, creating new security risks. NowSecure Platform now identifies App Intents and provides testing capabilities to help organizations manage agentic workflow risks, addressing a gap in current mobile security practices.

09/14/2026, 4:52 PM • GlobeNewswire

OpenAI’s Sam Altman Says an IPO Won’t Happen This Year. Should This Make You Cautious About AI Stocks, or Is It Time to Pile Into Certain AI Bargains?

OpenAI CEO Sam Altman announced the company won't go public this year, citing safety concerns around AI models as the reason. While this may cause short-term volatility in AI stocks, the article argues it's a positive sign that industry leaders are prioritizing safety and represents a buying opportunity for quality AI stocks trading at reasonable valuations.

09/14/2026, 12:05 PM • The Motley Fool

Walt Disney vs. Roblox: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Roblox as investment options for 2026. Disney is recommended as the better choice due to its profitability, strong cash flows, and momentum across streaming, theme parks, and sports divisions. Roblox, while building an engaged gaming platform with 111.8 million daily active users, is currently unprofitable with a negative net margin of 21.8% and is guiding for a sharp decline in bookings, asking investors to wait for long-term returns.

09/14/2026, 10:19 AM • The Motley Fool

The S&P 500 Is Trading at a Valuation Not Seen in a Generation. History Has 1 Very Specific Lesson for Investors.

The S&P 500 is trading at its highest valuation since the dot-com bubble, with a CAPE ratio of 40.7. While bear markets are inevitable and unpredictable, history shows they are typically shorter than bull markets. The key lesson for investors is to maintain consistent investment strategies rather than attempting to time the market, as this has proven more effective for long-term wealth building.

09/14/2026, 7:14 AM • The Motley Fool

4 Simple ETFs Built for Long-Term Buy-and-Hold Investors

The article recommends four ETFs for long-term buy-and-hold investors seeking diversified exposure to different market segments: VTI for broad market exposure across all caps, SCHD for dividend-paying stocks, VUG for growth stocks, and IWM for small-cap opportunities. Each ETF offers distinct risk-return profiles suited to different investment goals.

09/14/2026, 6:15 AM • The Motley Fool

The Stock Market Is Repeating a Pattern Last Seen Decades Ago -- Here's What History Says Happens Next

The current bull market is characterized by narrow leadership, with a near-record number of S&P 500 companies exhibiting negative beta—a pattern last seen during the dot-com bubble. While a handful of AI stocks have driven gains, many companies have seen prices collapse. This concentration poses risks: if the bubble pops, diversification into quality and value stocks may be necessary, though it could reduce returns if the bull market continues.

09/14/2026, 4:30 AM • The Motley Fool

Berkshire Hathaway Has Nearly 14% of Its $359 Billion Portfolio Invested in This Winning Stock That's Doubled in 5 Years

American Express is Berkshire Hathaway's second-largest holding, representing nearly 14% of its $359 billion portfolio. The stock has doubled over the past five years and currently trades at a P/E ratio of 19.5, which analysts consider a compelling entry point. The company benefits from a strong economic moat, premium brand positioning targeting affluent customers, and tailwinds from the cashless economy, with management projecting 10% annual revenue growth and mid-teens earnings per share growth.

09/13/2026, 11:02 AM • The Motley Fool