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

These 2 Numbers Explain Why Warren Buffett and Bill Ackman Love Alphabet, Amazon, Microsoft, and Meta

Warren Buffett and Bill Ackman are investing heavily in AI hyperscalers based on two key metrics: return on invested capital (ROIC) and weighted average cost of capital (WACC). Hyperscalers are expected to generate ROIC above 24% while their WACC sits around 8%, creating significant upside potential. Despite near-term negative free cash flow from massive AI infrastructure spending, analysts project these companies could generate over $500 billion in combined free cash flow by 2030, making current valuations attractive.

09/29/2026, 1:32 PM • The Motley Fool

Next Generation Computing Market Report 2026: Capitalize on the $486 Billion Revenue Surge to $811.85 Billion by 2030 as Microsoft, AWS, NVIDIA, IBM and Intel Accelerate AI, Quantum and Edge Computing Disruption

The global next-generation computing market is projected to grow from $325.84 billion in 2025 to $811.85 billion by 2030, with a CAGR of 20.3%. Growth is driven by AI adoption, quantum computing development, edge computing expansion, and energy-efficient processors. Major tech companies including Microsoft, AWS, NVIDIA, IBM, and Intel are accelerating innovation in AI, quantum, and edge computing technologies.

09/29/2026, 11:56 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

3 Monster Dividend Stocks to Buy Now and Hold for Decades

The article recommends three dividend stocks for long-term income-focused investors: United Parcel Service (UPS) with a 7% dividend yield despite recent weakness from reduced Amazon volumes; Brookfield Renewable (BEPC) offering 5.5% yield with committed 5-9% annual dividend growth through renewable energy investments; and Lockheed Martin (LMT) with a 2.7% yield but 23 consecutive years of dividend increases, supported by rising global defense spending.

09/29/2026, 10:30 AM • The Motley Fool

Amazon vs. Alibaba: Which Consumer Stock Is a Better Buy in 2026?

The article compares Amazon and Alibaba as investment options for 2026. Amazon generated $716.9B in revenue with a 10.8% net margin and moderate debt levels, while Alibaba reported $152.7B in revenue with a 10.1% net margin but faces significant geopolitical risks. Despite Alibaba's lower valuation multiples, the author recommends Amazon as the superior long-term investment due to its stable business model, global market position, and lower political risk exposure.

09/29/2026, 7:30 AM • The Motley Fool

If I Had Only $500 per Month to Invest, These Are the 2 ETFs I'd Buy

The article recommends two ETFs for monthly investment of $500: the VanEck Semiconductor ETF (SMH), which has benefited from the AI boom with 89% returns over the past year and is expected to continue growing due to massive capex spending from hyperscalers; and the Avantis U.S. Small Cap Value ETF (AVUV), which trades at attractive valuations and is positioned to benefit from accelerating small-cap earnings growth expected around 20% in 2026.

09/29/2026, 7:30 AM • The Motley Fool

Billionaire Money Managers Have Chosen Their 2 Favorite AI Stocks (and It's Not Nvidia or Alphabet)

Analysis of Form 13F filings reveals that billionaire investors favor Amazon and Taiwan Semiconductor Manufacturing (TSMC) as their top AI stocks, rather than Nvidia or Alphabet. Amazon's AWS division has accelerated to 37% YoY growth by integrating generative AI capabilities, while generating 60% of the company's operating income despite representing less than 21% of sales. TSMC is preferred for its foundational role in AI hardware infrastructure, particularly its CoWoS packaging technology essential for AI data centers, with capacity expected to nearly triple by 2027.

09/29/2026, 7:06 AM • The Motley Fool

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

While Broadcom and AMD are not serious threats to Nvidia's GPU dominance in AI data centers, Nvidia's largest customers—Amazon, Microsoft, and Meta—pose a significant risk by developing their own custom AI chips. As these hyperscalers ramp up internal chip production, they reduce their reliance on Nvidia hardware, shrinking Nvidia's addressable market and eroding its pricing power as supply shortages diminish.

09/29/2026, 5:06 AM • The Motley Fool

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

The article compares two AI infrastructure companies: BigBear.ai, which provides decision intelligence for government agencies but faces declining revenue and heavy customer concentration, and Cerebras Systems, which builds specialized wafer-scale AI chips and recently achieved profitability with 75.7% year-over-year revenue growth. The author recommends Cerebras as the better speculative bet due to its stronger technology, faster growth trajectory, and institutional backing, while noting both companies remain unprofitable and risky investments.

09/28/2026, 8:21 PM • The Motley Fool

AI/R Compass UOL leva ao AWS Marketplace solução de IA que habilita empresas a acelerar a saída de mainframe

AI/R Compass UOL announced the availability of AI/Cockpit Smart Engineering on AWS Marketplace, a solution that combines AI/Cockpit with AWS Transform to modernize legacy mainframe applications and accelerate cloud migration. The platform has already analyzed over 15 million lines of legacy code across financial, insurance, and consumer goods sectors, demonstrating significant efficiency gains including 61% faster legacy discovery and documentation compared to traditional approaches.

09/28/2026, 3:57 PM • GlobeNewswire

This S&P 500 ETF Could Help Protect You Against One of the Stock Market's Biggest Risks Right Now

The S&P 500 has become heavily concentrated in large-cap tech stocks, with the top 10 holdings accounting for nearly 38% of the index. This concentration poses downside risk if tech stocks decline. The Invesco S&P 500 Equal Weight ETF (RSP) offers an alternative by weighting all S&P 500 companies equally, reducing tech sector exposure from 37.9% to 14.7% and providing better downside protection, though with lower upside potential.

09/27/2026, 7:19 AM • The Motley Fool

The Tragically Hip, Leslie Feist, Mike Reno and Paul Dean of Loverboy, and Roch Voisine Inducted into Canadian Songwriters Hall of Fame

The Canadian Songwriters Hall of Fame inducted The Tragically Hip, Leslie Feist, Mike Reno and Paul Dean of Loverboy, and Roch Voisine at a ceremony held at Massey Hall in Toronto on September 27, 2026. The event featured performances by notable artists including FINNEAS, Jeff Tweedy, Amanda Marshall, and Our Lady Peace, celebrating the songwriting legacies of the inductees. The ceremony was presented by Amazon Music and streamed globally on multiple platforms.

09/27/2026, 5:04 AM • GlobeNewswire

The 3 "Magnificent Seven" Stocks That I'm Buying Now

The author recommends three Magnificent Seven stocks as the best buys: Nvidia, Alphabet, and Amazon. Nvidia is highlighted as undervalued despite its $5.4 trillion market cap, with potential to double by early 2028 based on expected 70% revenue growth driven by AI data center spending. Alphabet and Amazon are positioned to benefit from their leading cloud computing platforms (Google Cloud and AWS), with significant capital expenditures in 2027 expected to drive recurring revenue streams from AI clients.

09/26/2026, 11:30 AM • The Motley Fool

Intuit vs. Oracle: Which Technology Stock Is a Better Buy in 2026?

The article compares Intuit and Oracle as investment options in 2026. Intuit dominates personal tax and small business accounting with $21.4B in revenue and strong profitability (21.3% net margin), but faces AI disruption risks and seasonal business challenges. Oracle is pivoting to cloud infrastructure with faster growth (17.4% revenue increase) and a $600B+ backlog, but carries higher debt (3.7x debt-to-equity) and negative free cash flow due to aggressive data center spending. The author recommends Oracle for patient long-term investors despite higher risks, citing stronger AI infrastructure upside potential.

09/26/2026, 11:12 AM • The Motley Fool