Snowflake Stock Is Soaring After a Blowout Quarter and a New $6 Billion AWS Deal

Snowflake stock surged over 30% following strong fiscal Q1 results and a $6 billion five-year AWS spending commitment. Product revenue growth accelerated to 34% year-over-year, and net revenue retention climbed to 126% for the first time in over a year, driven by AI adoption. However, the analyst cautions that the lofty price-to-sales ratio of 17 may already reflect much of the good news.

05/28/2026, 10:19 AM • The Motley Fool

Is the Worst Over for The Trade Desk?

The Trade Desk faces a challenging transition as growth slows from 25% to 12% year-over-year, with guidance suggesting further deceleration to 8%. While the company maintains strong customer retention above 95% and profitability, investor sentiment has shifted due to competition from closed ecosystems like Amazon, Google, and Meta that offer simplicity. The company must prove its AI platform (Kokai) and connected TV strategy can sustain growth in a tougher advertising landscape.

05/28/2026, 8:15 AM • The Motley Fool

Why Nebius Stock Has Skyrocketed by More Than 400% Over the Past 12 Months

Nebius Group, a data center infrastructure company, has surged over 400% in the past year as investors recognize its critical role in AI infrastructure. The company's impressive Q1 results—684% revenue growth to $399M and 841% AI cloud business growth—along with projections of $7-9B annual recurring revenue by end of 2026 have driven the rally. While the company benefits from massive AI infrastructure demand and strategic partnerships with Meta and Nvidia, significant competition and capital intensity present risks.

05/28/2026, 6:13 AM • The Motley Fool

Mark Zuckerberg Drops Hints Cloud Wars With Amazon And Microsoft Is 'Definitely On The Table' For Meta— 'We Haven't Done That Yet Because…'

Meta CEO Mark Zuckerberg suggested the company might enter the public cloud computing market if it overbuilds data center capacity. While competing with AWS, Azure, and Google Cloud is 'definitely on the table,' Meta currently lacks clear AI monetization strategies. The company raised its 2026 AI capex forecast to $125-145 billion, but faces public backlash over environmental concerns from data center projects.

05/28/2026, 6:10 AM • Benzinga

EMEA Technology Industry Sports Sponsorship Analysis Report 2025-2026: Market is Booming with Doubled Spending, Led by Soccer and F1

EMEA tech sponsorship spending has more than doubled from $1.29 billion in 2020 to $2.93-2.94 billion in 2024-2025, with soccer dominating at 63.2% of value and motor racing surging to $700.90 million. Major tech brands including EA Sports, Deutsche Telekom, Vodafone, and cloud providers are driving growth through digital-first experiences, VR, and 5G technologies.

05/28/2026, 4:56 AM • GlobeNewswire

5 Undervalued Stocks You Can Buy and Hold Forever

The Motley Fool presents a portfolio of five undervalued stocks with potential for long-term shareholder wealth growth. The article highlights stocks suitable for buy-and-hold investment strategies, with stock prices referenced from May 25, 2026.

05/28/2026, 4:15 AM • The Motley Fool

Amazon Just Delivered Mind-Boggling News to Shareholders

Amazon Web Services (AWS) is positioned as a major AI beneficiary with a $150 billion annual revenue run rate. The company is designing its own AI chips (Trainium) and CPUs (Graviton) to reduce capital expenditures by tens of billions annually, while also offering Nvidia GPUs. AWS is well-positioned for the shift toward AI agents, which rely heavily on CPUs alongside GPUs, giving it a competitive advantage over rivals like Microsoft and CoreWeave.

05/28/2026, 4:03 AM • The Motley Fool

Walmart vs. Target in the Omnichannel Age: Which Retail Giant Has the Stronger Long-Term Edge?

Walmart's enhanced omnichannel capabilities, including improved delivery and mobile ordering, are strengthening its competitive advantage in convenience and price. Target is differentiating itself by focusing on a higher-end in-store experience rather than competing directly on price, reshaping retail competition dynamics.

05/27/2026, 8:14 PM • The Motley Fool

Surprise! This AI Giant That's Climbed 1,200% Over 5 Years is Now the Second Cheapest of the Magnificent Seven

Nvidia, despite a 1,200% gain over five years, now trades at the second-lowest valuation among the Magnificent Seven tech stocks at 24x forward earnings. The article argues this presents a buying opportunity as the company prepares for the next phase of AI growth with its Vera Rubin platform launching in Q3, which will serve the emerging agentic AI era.

05/27/2026, 6:10 PM • The Motley Fool

Lowe's vs. The Home Depot: Which Retail Stock Is the Better Buy in 2026?

The article compares Lowe's Companies and The Home Depot as potential investments for 2026, analyzing their financial metrics, market positions, and growth prospects. While Home Depot offers a higher dividend yield (2.97% vs 2.26%), Lowe's appears more attractive based on its lower valuation (Forward P/E of 17x vs 20.7x) and higher expected earnings growth (9% vs 5% annually). Both companies are positioned to benefit from a housing market recovery as pent-up demand emerges.

05/27/2026, 6:00 PM • The Motley Fool

Could Amazon Be Spending Too Much on AI? Here's What Wall Street Thinks About Its Planned $200 Billion in Capex for 2026.

Amazon plans to spend $200 billion on capital expenditures in 2026, with most going toward AI infrastructure and data centers. Wall Street is conflicted on whether this massive spending is justified. Bulls point to AWS's $364 billion backlog showing strong demand, while bears worry about reduced short-term free cash flow and unclear long-term capex requirements. The author argues the spending is worthwhile to avoid losing customers to competitors like Microsoft Azure and Google Cloud.

05/27/2026, 5:08 PM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Just Sold UnitedHealth Group Stock. Is He Missing a Huge Opportunity?

Greg Abel, Berkshire Hathaway's new CEO, sold the company's entire 5.1 million-share stake in UnitedHealth Group in Q1 2026 as part of portfolio spring cleaning. While UnitedHealth shares have rallied over 40% since the sale, the author argues Abel made the right call given the stock's valuation risks and the company's ongoing turnaround challenges. Berkshire also exited positions in Amazon, Domino's, Mastercard, and Visa while increasing stakes in Alphabet and adding new positions in Delta Airlines and Macy's.

05/27/2026, 3:32 PM • The Motley Fool

Berkshire Hathaway Still Has Not Sold Its Bank of America Stake. Here's What That Tells Long-Term Investors.

Under new CEO Greg Abel, Berkshire Hathaway exited positions in Visa, Mastercard, and Amazon in Q1 2026, but maintained its large Bank of America stake (8% of portfolio, fourth-largest holding). The decision signals Berkshire's preference for fairly-valued traditional banks offering stability and income over expensive fintech companies, suggesting value-focused investing strategy.

05/27/2026, 12:30 PM • The Motley Fool

Several Billionaires Just Loaded Up on Amazon Stock

Multiple billionaire hedge fund managers including David Tepper, Bill Ackman, and Larry Robbins significantly increased their Amazon stakes in Q1 2026. Despite a 30% stock rally since March 31, the article argues Amazon remains a worthy buy, citing strong AWS cloud computing growth (28% YoY in Q1) driven by AI demand and attractive valuation metrics at less than 20x operating cash flow.

05/27/2026, 11:15 AM • The Motley Fool

Record Profits, Not Hype: Goldman Says Nvidia And Micron Take The S&P 500 To 8,000

Goldman Sachs raised its S&P 500 year-end target from 7,600 to 8,000, citing exceptionally strong Q1 earnings driven by AI infrastructure spending. The bank expects S&P 500 EPS to grow 24% in 2026 and 13% in 2027, with semiconductor stocks and hyperscalers accounting for roughly half of earnings growth. However, Goldman flagged risks including potential oil shocks and the need for AI spending to translate into sustainable productivity gains.

05/27/2026, 9:06 AM • Benzinga