Amazon Stock Pays $0 in Dividends. Here's Why Long-Term Investors Should Own It Anyway.

Amazon continues to forgo dividend payments despite reaching maturity, instead investing heavily in AI infrastructure and data centers ($220 billion in 2026). The article argues this strategy benefits long-term investors through tax-efficient capital appreciation and strong growth, particularly in AWS which grew 33% and generates 60% of operating income. The company's 251,000% lifetime return demonstrates the effectiveness of reinvesting capital rather than paying dividends.

10/01/2026, 2:30 AM • The Motley Fool

Anthropic Plans to Spend $518 Billion on Cloud and Data Centers. More Than $100 Billion Is Already Promised to Amazon.

Anthropic's draft IPO prospectus reveals $518 billion in planned cloud and infrastructure spending over coming years, with $110 billion committed to Amazon Web Services through 2036. Despite large operating losses, Anthropic's revenue is growing rapidly (14-fold year-over-year in Q2 2026), making the AWS commitment appear manageable. However, concentration risk exists as nearly 25% of 2025 revenue came from just two customers without long-term contracts.

09/30/2026, 8:37 PM • The Motley Fool

Warren Buffett's Record: $1,000 Became About $61 Million. Can Greg Abel Keep Compounding It?

Warren Buffett stepped down as Berkshire Hathaway chairman in September 2026, ending an era of exceptional returns (6,099,294% since 1965). New CEO Greg Abel faces the challenge of maintaining growth, but Berkshire's massive $1.1 trillion size makes repeating historical 19.7% annual returns virtually impossible. The company has underperformed the S&P 500 over the past decade and is sitting on $365.6 billion in cash while making strategic portfolio shifts.

09/30/2026, 7:30 PM • The Motley Fool

Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying.

Oracle's cloud infrastructure business is booming with 121% revenue growth and a $664 billion backlog, but the company faces significant financial risks. Its $95 billion annual capex spending far exceeds its negative free cash flow of -$5.4 billion, forcing the company to rely heavily on debt ($125 billion) and lease commitments ($288 billion). Unlike other tech megacaps, Oracle's precarious financial position makes it vulnerable if the AI boom slows.

09/30/2026, 2:12 PM • The Motley Fool

This AI Stock May Be the Biggest Winner as Enterprise AI Takes Off

ServiceNow is positioned as a major beneficiary of enterprise AI growth, with 90% of Fortune 500 companies as customers and partnerships with Nvidia, Microsoft, and Amazon. The company is experiencing accelerating growth driven by large customers upgrading subscriptions as AI costs rise, with Q2 showing 24% revenue growth and a 40% year-over-year increase in $1M+ contract values. Nvidia CEO Jensen Huang stated the market has undervalued ServiceNow, calling it 'destined to be the best platform' for enterprise AI.

09/30/2026, 1:43 PM • The Motley Fool

Michael Burry Buys Put Options on Nvidia, Micron, and Palantir as "The Big Short" Investor Predicts a 1987-Style Market Crash

Michael Burry, famous for predicting the 2008 housing crisis, is now betting against AI stocks by purchasing put options on Nvidia, Micron, and Palantir. He warns of an impending 1987-style market crash driven by AI euphoria and unsustainable leverage. However, the article argues that unlike the dot-com bubble, these companies have real revenue and profitability, and Burry's bearish track record since 2008 suggests caution in following his predictions.

09/30/2026, 1:30 PM • The Motley Fool

Stock Market Indexes Rally on Inflation Data, Though the Dow Sat It Out

The Nasdaq Composite rose 1.1% and S&P 500 gained 0.6% following cooler-than-expected inflation data, with core PCE rising just 0.2% in August versus the 3.3% forecast. However, the rally was driven almost entirely by six mega-cap tech stocks, while the Dow remained flat as heavyweights like Caterpillar and Goldman Sachs declined. The market has shifted expectations for the next Fed rate hike from October to December.

09/30/2026, 1:03 PM • The Motley Fool

The Fed's Preferred Inflation Metric Came in Cooler Than Expected. Here's What That Means for Interest Rates This Year

The August PCE inflation index came in cooler than expected at 3.4%, unchanged from July. This cooler-than-anticipated reading significantly reduced market expectations for a Fed rate hike in October from 70% to just 37%. While stocks showed modest gains on the news, the market remains focused on multiple factors including upcoming employment and CPI data.

09/30/2026, 12:14 PM • The Motley Fool

Better AI Chip Stock to Buy Today: Broadcom vs. Marvell

Broadcom and Marvell are both leaders in custom AI chip design and data center networking, benefiting from the AI infrastructure build-out wave. While Marvell stock has outperformed significantly this year (up 200% vs. Broadcom's 3%), Broadcom is recommended as the better buy due to its market leadership in AI ASIC design (60% projected market share), premium customer base including Alphabet and Anthropic, and significantly cheaper valuation (P/E of 11.5x vs. Marvell's 25x for comparable periods).

09/30/2026, 9:17 AM • The Motley Fool

AI Stocks Are Creating a Sneaky Risk for S&P 500 Investors, and History Is Flashing a Warning Signal

The S&P 500's top 10 stocks now account for 39% of the index's value, with nearly all heavily focused on AI development. This concentration mirrors the dot-com bubble of 2000, raising concerns about market vulnerability. While AI companies have spent over $300 billion on data centers, Goldman Sachs warns they need $1 trillion in annual AI revenue for healthy profits. Despite historical parallels and elevated valuations, long-term investors are advised to stay invested as the market has recovered from past downturns.

09/30/2026, 8:30 AM • The Motley Fool

Meet the Low-Cost Vanguard ETF With 51.8% Invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon While VOO Has Just 30%

The Vanguard Morningstar Mega Cap Growth ETF (MGK) offers concentrated exposure to mega-cap growth stocks, with 51.8% invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon compared to 30% for the S&P 500 ETF (VOO). While MGK has a slightly higher expense ratio (0.05% vs 0.03%), it provides amplified exposure to AI-driven growth opportunities. However, this concentration carries risks if mega-cap growth stocks underperform, though the article argues these companies are well-positioned to capitalize on AI investments at scale.

09/30/2026, 7:30 AM • The Motley Fool

The Stock Market Is Going to Soar, According to Wall Street. Here’s What Investors Should Do.

Wall Street analysts project the S&P 500 will surge 21% to 9,275 over the next year, driven by strong corporate earnings growth of 32% in 2026, particularly from AI infrastructure spending. The article recommends investors consider buying low-cost S&P 500 index funds like the Vanguard S&P 500 ETF, citing Warren Buffett's endorsement and the difficulty of beating the index even for professional fund managers.

09/30/2026, 4:12 AM • The Motley Fool

I'm Selling The Trade Desk Stock

The author is selling The Trade Desk stock due to collapsing sales growth that could turn negative soon. Competition from Amazon is having a more negative impact on the business than management previously disclosed to investors.

09/29/2026, 9:12 PM • The Motley Fool

My Top AI Power Stock to Buy Right Now (and It's Not Even Close)

GE Vernova, the spun-off energy division of General Electric, is positioned as a top AI power stock to buy. The company benefits from surging electricity demand at AI data centers, with its backlog growing 37% year-over-year to $176.3 billion. GE Vernova expects 20-22% revenue growth in 2026, with adjusted EBITDA margins expanding to 12-14% and free cash flow projected to triple to $11.5-12.5 billion. Trading at around $960 per share with a 25x forward EBITDA valuation, the stock appears reasonably valued given analysts expect 60% CAGR adjusted EBITDA growth through 2028.

09/29/2026, 4:30 PM • The Motley Fool

I've Covered Palantir for 5 Years. Here's How to Know if the Artificial Intelligence (AI) Stock Is Overvalued.

After five years covering Palantir, analyst Adam Spatacco argues the company shouldn't be valued using traditional SaaS metrics like P/S or P/E ratios. Palantir's unique ontology platform and AI capabilities differentiate it from commoditized competitors. With 93% YoY revenue growth, 157% net dollar retention, and $6.24B in remaining deal value, Palantir demonstrates platform business characteristics. While conventionally expensive, the stock may represent a generational opportunity for long-term investors despite its high valuation.

09/29/2026, 3:27 PM • The Motley Fool