Amazon, Alphabet, and Microsoft: 2 Cloud Giants I Am Buying in September and 1 I Am Avoiding

The article analyzes the three major cloud computing providers dominating the market. Amazon and Alphabet are recommended as buys due to accelerating cloud growth rates (AWS at 37% YoY, Google Cloud at 82% YoY), while Microsoft is flagged as a stock to avoid because Azure's growth has stalled at around 40-43% with no acceleration, risking market share loss to competitors.

09/22/2026, 6:30 AM • The Motley Fool

Here's What the Fed's Interest Rate Hike Means for Costco, Walmart, and Target (and My Top Pick to Buy Now)

The Federal Reserve raised interest rates by a quarter-point to combat inflation, which may reduce consumer spending power through higher credit card APRs, loan rates, and mortgage costs. However, value-focused retailers like Costco, Walmart, Target, and Amazon may benefit as cost-conscious consumers shift spending toward these companies known for competitive pricing and strong supply chains. The analyst views any weakness in these quality retailers as a buying opportunity.

09/22/2026, 5:10 AM • The Motley Fool

Got $5,000?: 2 Magnificent AI Cloud Stocks to Buy Before the Anthropic IPO

Anthropic, an AI startup, is expected to go public in October/November seeking a $2 trillion valuation in what could be the largest IPO in history. Amazon and Alphabet, as major early investors and strategic partners with significant stakes in Anthropic, are positioned to benefit substantially from the IPO through investment appreciation, embedded chip technology partnerships, and customer access to Anthropic's Claude AI models. Both stocks are trading near historic valuation lows despite strong cloud revenue growth.

09/22/2026, 3:02 AM • The Motley Fool

Chewy vs. Uber Technologies: Which Consumer Stock Is a Better Buy in 2026?

The article compares Chewy and Uber Technologies as investment options for 2026. Chewy operates in pet e-commerce with expansion into pet health services, while Uber dominates global mobility and delivery. The author recommends Uber due to its larger scale, faster growth across multiple business segments, and substantial free cash flow generation, despite Chewy's loyal customer base and subscription model.

09/21/2026, 2:08 PM • The Motley Fool

Down 53%, Should You Still Buy CoreWeave's (CRWV) Stock?

CoreWeave's stock has declined 53% from its June 2025 peak of $183.58 to $86, but the article argues it may represent a buying opportunity. The AI infrastructure provider operates 51 data centers with over 250,000 Nvidia GPUs, serving major clients like Meta, Microsoft, and OpenAI. Despite explosive 168% revenue growth to $5.1B in 2025 and a $104B contracted revenue backlog, CoreWeave remains unprofitable under GAAP accounting with a concerning 14.3 debt-to-equity ratio. Analysts project continued strong growth through 2028, valuing the stock at just 12x adjusted EBITDA.

09/21/2026, 1:20 PM • The Motley Fool

Jensen Huang Just Delivered Incredible News for Nvidia Stock Investors

Nvidia CEO Jensen Huang announced the company could double chip sales next year, driven by the new Vera Rubin architecture that offers 30x more performance and 97% lower inference costs than Blackwell Ultra. While the stock trades at a low P/E ratio of 28.1, risks include potential AI development slowdowns, rising interest rates affecting hyperscaler spending, and Nvidia financing 25% of fiscal 2028 sales to customers.

09/21/2026, 9:19 AM • The Motley Fool

What Higher Interest Rates Mean for Caterpillar, GE Vernova, and Vertiv

Recent interest rate hikes caused a sell-off in industrial stocks. Caterpillar's construction and resource segments are most vulnerable to higher rates, while its AI-driven power & energy segment remains resilient. GE Vernova's strong $176 billion backlog provides multiyear protection against rate increases. Vertiv is least exposed due to AI data center spending being cash-funded by well-capitalized hyperscalers rather than debt-dependent.

09/21/2026, 4:35 AM • The Motley Fool

If I Were in My 20s, I'd Buy These 2 Trillion-Dollar Stocks and Hold Them Forever

The article recommends Amazon and Microsoft as long-term buy-and-hold stocks for young investors. Both companies are positioned to benefit from AI growth, with Amazon's AWS cloud platform generating $148 billion in revenue and a $496 billion order backlog, while Microsoft's Azure cloud service has a $678 billion backlog. Both stocks are trading at fair valuations with forward P/E ratios around 24-25.

09/21/2026, 4:24 AM • The Motley Fool

Here’s Why Amazon's $220 Billion in Capital Spending Shouldn’t Worry Investors.

Amazon increased its 2024 capital expenditure forecast to $220 billion to support AI infrastructure growth. CEO Andy Jassy argues this spending is justified, comparing it to early cloud computing investments. With AWS generating $25+ billion in AI revenue run rate and $169 billion total annual run rate, plus multi-year AI contracts providing earnings visibility, the company expects strong financial returns within 3-6 years as data centers monetize.

09/21/2026, 4:05 AM • The Motley Fool

Why I'm Still Not Buying The Trade Desk Stock After a 90% Drop

The Trade Desk stock has plummeted 90% to around $14, but analyst Daniel Sparks argues the low price doesn't make it a bargain. The advertising technology company is facing declining revenue guidance (down 12% YoY), slowing growth from 18% to negative territory, and weakening profits. While the company maintains strong 95%+ customer retention and $1.5 billion in cash, cost-cutting measures won't address the fundamental demand problem. Sparks won't buy until revenue guidance turns positive and demand pressures ease.

09/21/2026, 3:13 AM • The Motley Fool

Amazon.com vs. Uber Technologies: Analyzing Recent Quarterly Revenue Trends Between Two Consumer Companies

Amazon and Uber both demonstrated consistent year-over-year growth over eight quarters, with Amazon maintaining significantly higher revenue totals. Both companies posted double-digit operating margins in Q2 2026. Amazon's AWS division showed strong AI momentum with 37% YoY growth, while Uber is expanding through autonomous vehicle partnerships with Amazon's Zoox and facing the end of its Waymo collaboration.

09/21/2026, 1:19 AM • The Motley Fool

Could $5,000 Invested in SpaceX Help You Retire a Millionaire?

A $5,000 investment in SpaceX would need to increase 200-fold to reach $1 million, which is highly unlikely. While the stock itself is unlikely to make anyone a millionaire, SpaceX has potential for strong long-term returns if its ambitious bets—particularly Starship reusability and space-based data centers—succeed. The company's current valuation is driven by future potential rather than current business performance.

09/20/2026, 9:03 AM • The Motley Fool

Prediction: Here's What a $5,000 Investment in Amazon (AMZN) Stock Could Be Worth by 2036.

An analyst predicts that a $5,000 investment in Amazon stock today could grow to approximately $20,230 by 2036, based on an assumed 15% annual growth rate. The prediction is supported by Amazon's strong recent performance, its dominant AWS cloud computing platform, significant AI investments through Anthropic, and an undervalued P/E ratio of 23 compared to its five-year average of 39.

09/20/2026, 6:32 AM • The Motley Fool

Should You Buy Micron Stock Before Its Next Earnings Report?

Micron Technology is positioned to report strong fiscal Q4 earnings on Sept. 30, with Wall Street expecting 350% revenue growth and 11x EPS growth driven by AI infrastructure demand. Major tech companies like Amazon, Tesla, Nvidia, and SpaceX have publicly confirmed robust memory demand and increased capital spending. However, the article advises against timing purchases around earnings events, recommending instead a long-term dollar-cost averaging approach to build positions in memory makers benefiting from AI tailwinds.

09/20/2026, 5:30 AM • The Motley Fool

Prediction: Anthropic's IPO Will Be a Big Winner for Alphabet and Amazon Investors

Amazon and Alphabet are positioned to significantly benefit from Anthropic's upcoming IPO through their substantial early investments and major cloud compute commitments. Amazon holds approximately 20% stake worth $190.4 billion, while Alphabet holds nearly 13% worth $124.3 billion. Both companies have secured multi-billion dollar compute deals with Anthropic, positioning them to profit from the AI company's rapid growth and infrastructure spending.

09/20/2026, 5:15 AM • The Motley Fool