Investing in Artificial Intelligence (AI) Stocks Can be Risky, but This Might be a Great Way to Do It

AI stocks have delivered strong returns but face rising volatility as investors question the sustainability of AI infrastructure spending. The iShares Future AI and Tech ETF (ARTY) offers diversified exposure to 50 leading AI companies across infrastructure, software, and services. While the ETF has surged 130% since its August 2024 restructure, investors should be cautious about concentration risk and its higher 0.47% expense ratio compared to passive index funds.

10/22/2026, 9:02 AM • The Motley Fool

McKinsey’s Newest Analysts Are AI Agents

AI agents are replacing junior analysts in professional services firms, threatening the traditional billable-hour business model. Companies that own essential databases, software systems, or can charge for outcomes rather than hours are best positioned to thrive in this transition. McKinsey now employs 20,000 AI agents alongside 40,000 humans, signaling the scale of this shift.

10/21/2026, 4:15 PM • The Motley Fool

Better High-Growth Software Stock for 2026: Figma vs. ServiceNow

The article compares two high-growth software companies: Figma, a rapidly expanding collaborative design platform with 41% revenue growth but significant losses, and ServiceNow, a mature enterprise workflow automation platform with consistent profitability and 20.9% revenue growth. The analyst recommends ServiceNow as the more conservative choice due to its proven profitability and stable operations, despite Figma's higher growth potential.

10/15/2026, 12:15 PM • The Motley Fool

Palantir Looks Like a Consulting Company. Its Numbers Tell a Different Story.

Despite criticism that Palantir operates like a consulting firm, its financial metrics reveal a highly scalable software business. With 93% YoY revenue growth, 62% operating margins, and $1.2B in adjusted free cash flow, Palantir demonstrates economics typical of software companies rather than labor-intensive consulting. The company's forward-deployed engineers deploy its AI Platform (AIP) across customer organizations, enabling rapid expansion. While trading at high valuation multiples (P/S of 78, P/E of 160), the author argues these metrics are less relevant given the company's exceptional growth and margin expansion trajectory.

10/08/2026, 1:15 PM • The Motley Fool

AlphaSense Announces Most Innovative Customer Award Winners at AlphaSummit 2026

AlphaSense honored six customers at AlphaSummit 2026 for their innovative use of decision-grade AI and agentic workflows. Award winners include Accenture (Breakout Impact), AMD (Innovation in Action), CPP Investments (Champion), Goldman Sachs (Spotlight), Element Capital Management (SuperAnalyst Early Adopter), and Talos Eurisko Asset Management (SuperAnalyst Early Adopter). Recipients demonstrated significant productivity gains and business impact through platform adoption.

10/07/2026, 11:00 AM • GlobeNewswire

Why Did Infosys Stock Pop on Thursday?

Infosys stock jumped 6.6% on Thursday following Accenture's strong Q4 earnings beat, which exceeded analyst expectations on both revenue ($18.7B vs $18B expected) and earnings ($3.29 vs $3.19 EPS expected). Investors are extrapolating Accenture's positive results to anticipate similar strong performance from Infosys when it reports earnings on October 23. However, the author notes Infosys faces a high bar for sales growth (10.7% expected) and a low bar for earnings growth (5% expected), requiring significantly faster earnings growth to be considered a buy.

10/01/2026, 2:27 PM • The Motley Fool

Why Accenture Stock Soared on Thursday

Accenture stock surged 22.2% after beating earnings expectations with $3.29 EPS on $18.7B in quarterly revenue. The consulting giant reported 6% YoY revenue growth and significant margin expansion, with Q4 profits jumping 46%. However, the analyst suggests the stock may now be overvalued at 15.5x forward earnings, preferring an entry point closer to 12x earnings.

10/01/2026, 10:15 AM • The Motley Fool

Digital Transformation Market Report 2026: Capitalize on the $2.47 Trillion Revenue Surge to $5.01 Trillion by 2030 as Microsoft, Google, IBM, Accenture and Oracle Accelerate AI, Cloud and Automation Disruption

The global digital transformation market is projected to grow from $2.54 trillion in 2026 to $5.01 trillion by 2030, with a CAGR of 18.5%. Growth is driven by AI integration, cloud migration, automation, and remote work adoption. Major technology providers including Microsoft, Google, IBM, Accenture, and Oracle are accelerating investments in AI, cloud, and automation solutions.

09/29/2026, 11:57 AM • GlobeNewswire

IT BFSI Market Report 2026: Capitalize on the $171.25 Billion Revenue Surge to $359.2 Billion by 2030 as AI, Cloud and Cybersecurity Disrupt Competition Across Microsoft, AWS, Accenture, IBM and Oracle

The global IT BFSI market is projected to grow from $187.95 billion in 2025 to $359.2 billion by 2030 at a 13.9% CAGR. Key growth drivers include cloud migration, AI adoption, cybersecurity investments, and fintech ecosystem expansion. Major technology providers are leveraging AI-powered solutions for fraud detection, compliance automation, and digital transformation across banking and insurance sectors.

09/29/2026, 11:54 AM • GlobeNewswire

AI Automation Market to Reach USD 2,041.82 Billion by 2035, Expanding at 31.62% CAGR as Enterprises Accelerate Intelligent Automation

The global AI Automation Market is projected to grow from USD 131.19 billion in 2025 to USD 2,041.82 billion by 2035, with a CAGR of 31.62%. North America leads with 32.70% market share, while Asia Pacific shows the fastest growth at 33.07% CAGR. Cloud deployment dominates with 71% share, and intelligent process automation leads automation types. Large enterprises currently control 67% of the market, though SMEs are growing fastest. Key drivers include enterprise AI adoption, generative AI integration, and cloud-based solutions.

09/25/2026, 2:30 AM • GlobeNewswire

The Tech Interactive Welcomes Accenture Technology Leader Francesca Mazzoleni to Board of Directors

Francesca Mazzoleni, senior managing director at Accenture, has joined The Tech Interactive's board of directors. Mazzoleni brings over 20 years of experience in AI, enterprise transformation, and technology leadership. She currently leads Accenture's U.S. Communications, Media & High-Tech Industries Technology practice and previously served as global chief digital officer at Campari Group.

09/16/2026, 8:29 PM • GlobeNewswire

Smart Metering in Latin America and the Caribbean - 3rd Edition Market Analysis and Forecasts to 2030

Smart metering in Latin America and the Caribbean is experiencing significant growth, with the installed base of smart electricity meters forecast to increase from 17.3 million units in 2024 to 61.3 million units by 2030, representing a 23.5% compound annual growth rate. Brazil and Mexico are leading the market, accounting for over 65% of annual meter demand. Key drivers include grid modernization efforts, electricity theft reduction, and supportive government policies. Major utilities like Cemig, COPEL, Enel, and CPFL are expanding investments in advanced metering infrastructure.

09/11/2026, 5:54 AM • GlobeNewswire

BigBear.ai vs. Innodata: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI-focused service providers: BigBear.ai, which provides decision intelligence for government and defense sectors, and Innodata, which offers data engineering services for generative AI models. While BigBear.ai faces revenue decline and significant losses, Innodata demonstrates strong growth with 12 consecutive quarters of year-over-year revenue increases and improved profitability. The analyst recommends Innodata as the stronger pick for 2026, citing its execution and improving business quality, though both companies face customer concentration risks.

09/10/2026, 2:15 PM • The Motley Fool

Michael Burry Says Palantir's Books Look More Like a Consultant's Than a Software Company's

Michael Burry, the investor behind 'The Big Short,' argues that Palantir Technologies' financial profile resembles a consulting firm rather than a software company, citing faster-growing accounts receivable than revenue, concentrated customer payments, and deferred revenue ratios similar to Accenture. Burry holds put options betting against the stock and suggests it could fall from its current $420 billion valuation to below $100 billion, though the company reported strong 93% year-over-year revenue growth.

09/05/2026, 11:26 PM • The Motley Fool

Blockchain Market Surges to $610.96 billion at a CAGR 62.4% by 2031 | Report by MarketsandMarkets™

The global blockchain market is expected to experience explosive growth at a 62.4% CAGR from 2026 to 2031, driven by enterprise adoption of decentralized applications, digital identity solutions, tokenization, and cloud-hosted infrastructure. Asia Pacific is identified as the fastest-growing region, while North America maintains market leadership. Key growth drivers include Layer-2 scaling advancements, supportive regulations, and integration with AI and cloud platforms across financial services, healthcare, government, retail, and supply chain sectors.

08/31/2026, 10:00 AM • GlobeNewswire