This Billionaire Dumped Cloud Stocks for These New AI Stocks. Should Investors Follow Suit?

Billionaire Philippe Laffont of Coatue Management reduced positions in major cloud providers (Amazon, Alphabet, Microsoft, Oracle) during Q1 while increasing stakes in semiconductor infrastructure companies TSMC and ASML. The shift reflects a strategic pivot toward companies enabling AI chip manufacturing rather than those using the technology. TSMC benefits from its monopoly on advanced chip manufacturing for AI, while ASML dominates the equipment needed to produce these chips.

05/24/2026, 5:18 PM • The Motley Fool

This Pet Stock Is Down 40% This Year Despite Growing Free Cash Flow by 24% in 2025

Chewy stock has declined over 40% year-to-date despite strong operational metrics including 24% free cash flow growth and expanding EBITDA margins. The company is leveraging its Autoship subscription service (83% of revenue) and expanding into veterinary care through the Modern Animal acquisition, but faces headwinds from price competition, margin pressure, and potential AI-driven disruption to its advertising business.

05/24/2026, 4:15 PM • The Motley Fool

This Artificial Intelligence (AI) Stock Just Became Too Cheap to Ignore

Microsoft stock has declined 13% year-to-date and trades at a P/E ratio of 25, presenting a buying opportunity despite strong fundamentals. The company reported 18% revenue growth and 23% net income growth in Q3 FY2026, driven primarily by Microsoft Cloud and a booming AI business that grew 123% year-over-year with a $37 billion annual revenue run rate. The company's agentic AI agents are gaining traction with enterprise clients, positioning Microsoft to potentially accelerate revenue growth to 20%+ in future quarters.

05/24/2026, 6:20 AM • The Motley Fool

Where Will Costco Be in 5 Years?

Costco is pursuing aggressive expansion with plans to open at least 30 new stores annually, including innovative mixed-use properties in high-density cities like Los Angeles. The company is also focusing on international growth, particularly in China, where comparable sales grew 13% versus 5.9% in the U.S. However, the stock's high valuation (56 P/E ratio) poses a pullback risk, though long-term investors may find it attractive.

05/24/2026, 5:15 AM • The Motley Fool

Nvidia's Jensen Huang Just Delivered Big News to Shareholders. And It May Influence Your Decision on Whether to Buy Nvidia Stock Right Now.

During Nvidia's earnings call, CEO Jensen Huang announced that agentic AI has arrived, shifting demand from just training large language models to ongoing compute needs for AI agents to perform real-world tasks. This addresses investor concerns about the sustainability of infrastructure spending. With Nvidia's Blackwell platform gaining traction and the new Vera Rubin platform launching in Q3, the company is positioned for continued growth. Nvidia's valuation has become more attractive at 25x forward earnings, down from 40x at the start of the year, making the stock appear to be a buy.

05/24/2026, 5:10 AM • The Motley Fool

The AI Stock I'm Buying for My Retirement Portfolio -- and Why It Has Nothing to Do With Hype

Alphabet is highlighted as a top AI stock for long-term retirement investing due to its full-stack AI capabilities, strong revenue growth across multiple business segments (Google Search +19% YoY, Google Cloud +63% YoY), and competitive positioning. Despite massive capex spending of $180-190 billion in 2026, the company's valuation remains reasonable at 27x forward earnings with a PEG ratio below 0.7.

05/24/2026, 4:23 AM • The Motley Fool

3 Monster Stocks to Hold for the Next 20 Years

The article identifies Amazon, O'Reilly Automotive, and Nike as 'monster stocks' with strong long-term compounding potential over the next 20 years. Amazon benefits from multiple high-margin growth engines including AWS, advertising, and custom silicon. O'Reilly Automotive is supported by an aging vehicle fleet and the shift toward independent repair shops. Nike maintains global brand dominance despite current margin pressures. Key risks include regulatory action for Amazon, EV transition for O'Reilly, and competition for Nike.

05/24/2026, 3:25 AM • The Motley Fool

Planet Fitness Grew Revenue 22%, So Why Did One Investor Trim $20 Million?

Dorsal Capital Management sold $19.78 million worth of Planet Fitness shares in Q1 2026, reducing its stake to 7.3% of assets under management. Despite the company's strong 22% revenue growth and 20% EBITDA increase, the stock has declined 50% over the past year due to slower-than-expected member growth in 2026, prompting management to pause a planned price increase and intensify marketing efforts.

05/23/2026, 8:13 PM • The Motley Fool

3 Top AI Stocks to Buy With $1,000 Right Now

The article recommends three AI stocks for investors with $1,000: Amazon (benefiting from AWS cloud computing and custom AI chips with triple-digit growth), Meta Platforms (undervalued advertising company with strong AI improvements and future AI product potential), and Nebius (neocloud provider experiencing 684% revenue growth year-over-year with major clients including Meta).

05/23/2026, 6:10 PM • The Motley Fool

What This Fund's $24 Million monday.com Sale Could Signal After a 73% Stock Drop

ShawSpring Partners exited its entire 253,959-share position in monday.com for approximately $24.37 million as the stock has declined 73% over the past year. Despite the sharp stock decline, monday.com's fundamentals remain strong with 24% revenue growth, doubled operating income, and expanding enterprise adoption, suggesting the market may be overly pessimistic about the company's prospects.

05/23/2026, 5:29 PM • The Motley Fool

My Top 3 Recession-Proof Utilities Stocks for May 2026

With inflation rising and recession concerns mounting, the article recommends three utility stocks as defensive investments: Southern Company for its stable dividend history and essential services, Brookfield Renewable for its strong dividend growth targets, and Vistra for its growth potential in AI data center power supply.

05/23/2026, 12:30 PM • The Motley Fool

Rivian Automotive vs. Lucid: Which EV Stock Is a Better Buy in 2026?

The article compares two early-stage EV makers: Rivian Automotive, which focuses on adventure vehicles and has Amazon partnerships, and Lucid Group, which targets the ultra-luxury market with Saudi backing. While both companies face significant losses and risks, Rivian is deemed the better speculative investment due to its clearer path to profitability through its upcoming R2 SUV targeting mainstream buyers, whereas Lucid's luxury-focused strategy has a more limited market and greater dependence on Saudi Arabia's continued support.

05/23/2026, 10:22 AM • The Motley Fool

2 Stocks I Plan to Hold for the Next 20 Years

Leo Sun identifies Energy Transfer and Amazon as two stocks he plans to hold for the next 20 years. Energy Transfer, a midstream infrastructure company with a 6.6% dividend yield, offers stable cash flows and tax-efficient distributions as a master limited partnership. Amazon, which has delivered a 765% gain since 2016, is positioned to benefit from growth in cloud computing (AWS), advertising, and e-commerce, despite current valuations being elevated.

05/23/2026, 10:05 AM • The Motley Fool

The Best Stocks to Invest $5,000 In Right Now

The article recommends three stocks for a $5,000 investment: MercadoLibre, a Latin American e-commerce and fintech powerhouse down 38% over the past year due to short-term profit pressures from expansion investments; Dutch Bros, a growing coffee chain with 1,177 stores planning to reach 7,000 long-term, down 27% despite 31% revenue growth; and Walmart, a stable dividend aristocrat with thriving e-commerce growth and diversified revenue streams.

05/22/2026, 4:21 PM • The Motley Fool

SpaceX IPO Vs. Tesla 2010: Different Era, Same Hype?

SpaceX is preparing for a record-breaking IPO with a potential $1.5-2 trillion valuation, planning to raise up to $75 billion. The company aims to revolutionize AI infrastructure by launching orbital data centers powered by cheap solar energy and Starlink connectivity. However, SpaceX remains unprofitable and its ambitious plans are largely theoretical. The IPO could trigger significant market revaluation, with potential feedback loops affecting the broader tech sector and S&P 500 index concentration.

05/22/2026, 2:17 PM • Benzinga