Nvidia Stock Could Get a Boost From CoreWeave's Latest Announcement

CoreWeave launched a new Physical AI Field Engineering service that sends specialized engineers to help manufacturing, aerospace, and robotics companies build AI applications for physical products. This expansion could benefit Nvidia, which owns 11.5% of CoreWeave and supplies its GPUs. The strategy could help Nvidia reach new industrial markets and drive adoption of its Omniverse platform.

09/14/2026, 3:30 PM • The Motley Fool

Walt Disney vs. Roblox: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Roblox as investment options for 2026. Disney is recommended as the better choice due to its profitability, strong cash flows, and momentum across streaming, theme parks, and sports divisions. Roblox, while building an engaged gaming platform with 111.8 million daily active users, is currently unprofitable with a negative net margin of 21.8% and is guiding for a sharp decline in bookings, asking investors to wait for long-term returns.

09/14/2026, 10:19 AM • The Motley Fool

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

The article compares CAVA Group and Chewy as consumer discretionary investments. CAVA, a fast-casual Mediterranean restaurant chain, is experiencing rapid expansion with 22.4% revenue growth and strong traffic increases, while Chewy, an e-commerce pet retailer, shows modest 6.2% growth driven by its Autoship subscription model. The author recommends CAVA despite its higher valuation (P/E 85.1x vs. 12.0x), citing its early-stage national expansion opportunity versus Chewy's mature but slower-growing business.

09/14/2026, 7:31 AM • The Motley Fool

Nvidia Returned a Record $26 Billion to Shareholders. Here's Why That Matters.

Nvidia returned a record $26 billion to shareholders in fiscal Q2 2027, including a 25-fold increase in its quarterly dividend to $0.25 per share. The company plans to return at least 50% of free cash flow through buybacks and dividends going forward. With analysts projecting free cash flow to reach $441 billion by fiscal 2029, Nvidia's dividend could potentially triple over the next three years, positioning it as a compelling dividend growth stock despite strong ongoing revenue growth.

09/14/2026, 7:30 AM • The Motley Fool

CrowdStrike vs. UiPath: Which Technology Stock Is a Better Buy in 2026?

The article compares CrowdStrike and UiPath as enterprise software investments. CrowdStrike, a cybersecurity leader with $4.8B in revenue and strong free cash flow, is recommended despite a premium 146.6x forward P/E valuation. UiPath, an automation platform with $1.6B revenue and newly achieved profitability, trades at a lower 15.9x forward P/E but faces slower growth and investor skepticism. The author favors CrowdStrike for its expanding addressable market driven by AI workloads and platform stickiness.

09/14/2026, 7:14 AM • The Motley Fool

The Stock Market Is Repeating a Pattern Last Seen Decades Ago -- Here's What History Says Happens Next

The current bull market is characterized by narrow leadership, with a near-record number of S&P 500 companies exhibiting negative beta—a pattern last seen during the dot-com bubble. While a handful of AI stocks have driven gains, many companies have seen prices collapse. This concentration poses risks: if the bubble pops, diversification into quality and value stocks may be necessary, though it could reduce returns if the bull market continues.

09/14/2026, 4:30 AM • The Motley Fool

Not Nvidia. Not Micron. This Dirt Cheap “Magnificent Seven” Stock Could Be the Biggest Winner of the Trillion-Dollar AI Race – Here’s the Case.

The article argues that Alphabet, trading at a cheap 15x forward earnings valuation, could be the biggest winner in the AI race compared to other Magnificent Seven stocks. Unlike chip makers Nvidia and Micron who only profit from selling products, Alphabet benefits from AI as both a provider and user of AI technology, positioning it for success regardless of which chip designer gains market share. The company's Google Search dominance (90%+ market share) generates $81 billion in ad revenue, while its Google Cloud AI business is experiencing explosive growth.

09/12/2026, 6:15 PM • The Motley Fool

Cerebras Systems vs. IonQ: Which Tech Stock Is a Better Buy in 2026?

The article compares two high-performance computing companies: Cerebras Systems, which specializes in AI hardware with wafer-scale chips, and IonQ, which develops quantum computing systems. While Cerebras shows strong 75.7% revenue growth, IonQ demonstrates superior momentum with 202% revenue growth in 2025 and 287% YoY growth in Q2 2026. The author recommends IonQ as the better buy due to its faster scaling, cleaner balance sheet (0.0x debt-to-equity), and positioning in the emerging quantum computing market, despite both companies operating at significant losses.

09/12/2026, 9:11 AM • The Motley Fool

Dlocal's 2026 Outlook: Soaring Total Payment Volume Meets a Reasonable Valuation

Dlocal (DLO) receives a Superscore of 77/100, indicating strong fundamentals driven by 92% year-over-year TPV growth, 153% net revenue retention, and an asset-light business model. However, the stock faces headwinds from 61% revenue concentration among top 10 merchants, margin compression from 53% to 37% since 2021, and a fairly valued P/E of 21.7. Trading at $14.95, the stock could outperform if management successfully stabilizes take rates with enterprise clients.

09/12/2026, 7:15 AM • The Motley Fool

The $760 Billion AI Risk That Nobody Is Talking About. But Should.

Amazon, Alphabet, Microsoft, and Meta are expected to spend $760 billion on AI infrastructure capex in 2026, an 80% increase from 2025. While AI demand is real and supported by customer commitments, investors should question whether this massive spending will generate attractive returns long-term. The risk lies in potential overcapacity if AI becomes more efficient, computing costs drop, or demand doesn't materialize as expected—similar to previous technology cycles.

09/12/2026, 7:03 AM • The Motley Fool

Astera Labs Chairman Manuel Alba Sells 183,000 Shares for $51.3 Million. How Big of a Red Flag Is This?

Astera Labs Chairman Manuel Alba sold 183,000 shares worth $51.3 million on September 1, 2026, through a pre-arranged Rule 10b5-1 trading plan adopted in May. While the sale could indicate concerns about the stock's 54% year-over-year surge, Alba retains 1.4 million shares. Despite strong Q2 2026 results and Wall Street's bullish outlook, the stock's expensive valuation and heavy dependence on Amazon (70% of revenue) present risks for investors.

09/11/2026, 3:27 PM • The Motley Fool

X Pay is live on mainnet

X Pay has launched a payment gateway that enables any API or software to charge for individual HTTP requests and settle in USDC on Base mainnet. The service eliminates traditional payment barriers like accounts, API keys, and subscriptions by leveraging the x402 standard and stablecoins, allowing economically viable micropayments for the first time. The x402 standard, contributed by Coinbase and managed by the Linux Foundation, has already processed over 169 million payments across 590,000 buyers and 100,000 sellers.

09/11/2026, 10:55 AM • GlobeNewswire

Andy Jassy Just Made a Move That Should Excite Micron and Broadcom Investors

Amazon CEO Andy Jassy announced the company will increase capital spending to $220 billion in 2026 to meet surging AI infrastructure demand, with expectations that demand will continue through 2027 and beyond. This expansion benefits suppliers Micron Technology and Broadcom, which provide critical memory and networking components for data centers supporting AI workloads.

09/11/2026, 4:03 AM • The Motley Fool

Payment Gateway Market Projected to Hit $310.0 Billion by 2035 | SNS Insider

The global payment gateway market is expected to grow from $45.2 billion in 2025 to $310 billion by 2035 at a 21.2% CAGR. North America leads with 37% market share, while Asia-Pacific is the fastest-growing region. Hosted payment gateways dominate with 59% share, and large enterprises account for 60% of the market. Key growth drivers include e-commerce expansion, mobile payment adoption, and advanced fraud prevention technologies.

09/11/2026, 2:30 AM • GlobeNewswire

1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance

Vertiv announced a $1.45 billion acquisition of Utility Innovation Holdings to expand into microgrid solutions and upstream power architecture for data centers. This move allows Vertiv to extend its dominance beyond server room cooling into grid-level power solutions, positioning it to capture a larger share of hyperscalers' capital expenditures. The company projects 40% annual earnings growth over three years, though risks remain if hyperscalers cut spending.

09/11/2026, 2:05 AM • The Motley Fool