Data Center Chip Market Size to Hit $56.80 Billion by 2035 | SNS Insider

The global data center chip market, valued at $22.50 billion in 2025, is expected to reach $56.80 billion by 2035, growing at a CAGR of 9.70%. Growth is driven by generative AI workload demand, hyperscaler capital expenditure commitments of $300 billion in 2025, and enterprise AI adoption. GPUs are expected to register the highest growth rate, while large hyperscale data centers dominate with 68.04% market share. North America leads globally with 35.73% market share, while Europe and Asia-Pacific show strong growth trajectories.

07/14/2026, 2:30 AM • GlobeNewswire

Cboe Global Markets to Launch Extended Hours for Single-Stock Options. Here's Why It Wins When Volatility Spikes.

Cboe Global Markets is launching extended trading hours (7:30 a.m. to 4:15 p.m. ET) for single-stock options on approximately 20 mega-cap stocks including the Magnificent Seven. The move is expected to boost revenue through increased trading volume and fees, particularly when market volatility is high. Cboe had a record Q1 with 29% revenue growth and 54% earnings growth, though the stock has since pulled back from its May peak. With the VIXEQ (single-stock volatility index) at historically high levels, Cboe is positioned to benefit if volatility persists.

07/13/2026, 5:05 PM • The Motley Fool

Jensen Huang Slammed a $2.5 Billion Chip-Smuggling Scheme at Nvidia's Stockholder Meeting

Nvidia CEO Jensen Huang addressed a $2.5 billion chip-smuggling scheme at the company's shareholder meeting, calling it a 'dead end.' The scheme involves smuggling Nvidia chips into restricted markets like China. Huang emphasized that smuggled chips lack critical software updates, security patches, and engineering support, making them short-lived liabilities. Despite this issue, Nvidia's strong financial performance and market dominance in AI hardware remain unaffected.

07/13/2026, 3:15 PM • The Motley Fool

Amazon Stock Hasn't Been This Cheap in Over a Decade. Has the Sell-Off Gone Too Far?

Amazon's stock has reached its lowest valuation in over a decade with a P/E ratio of 29, driven by investor concerns over massive $200 billion capital expenditure spending in 2026. However, the heavy investment in AI infrastructure has accelerated revenue growth to 17% year-over-year and net income growth to 77% in Q1 2026, suggesting the sell-off may be overdone. While analyst forecasts predict a slowdown to 21% profit growth, the article suggests now may be a good time to begin building an Amazon position.

07/13/2026, 1:15 PM • The Motley Fool

In 7 Words, Kevin Warsh Just Sent the Clearest Signal Yet About Where Interest Rates Are Headed in 2026

Federal Reserve Chair Kevin Warsh signaled a hawkish stance on inflation at a recent Central Banking forum, stating 'prices are too high.' This comment has led markets to price in a 52% probability of a quarter-point rate increase in September 2026, with another expected in March 2027. Despite initial expectations that Warsh would support lower rates, his focus on price stability suggests a more hawkish approach than anticipated.

07/13/2026, 8:05 AM • The Motley Fool

AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays.

AI data center capital expenditures are projected to reach $750 billion in 2026, significantly exceeding Goldman Sachs' revised estimates of $527 billion. Micron Technology and Taiwan Semiconductor Manufacturing (TSMC) are positioned as top pick-and-shovel plays to benefit from the massive hyperscaler spending on AI infrastructure, with both companies showing strong revenue and earnings growth driven by surging demand for memory chips and advanced processors.

07/13/2026, 7:30 AM • The Motley Fool

Jeff Bezos Backed Grail Before It Lost Half Its Value. Here's Whether He Was Early -- or Just Wrong.

Grail's stock crashed 50% in February after its NHS-Galleri multi-cancer early detection test failed to meet its primary endpoint of reducing late-stage cancer detection. However, the stock has partially recovered on optimism about favorable results in 12 specific cancer types. The company's future depends on FDA approval and insurer adoption, which will hinge on cost-benefit analyses by medical insurers.

07/13/2026, 7:15 AM • The Motley Fool

Amazon's AI Chip Bet Could Be Bigger Than Investors Realize

Amazon is exploring external sales of its custom AI chips (Trainium and Inferentia), potentially creating a new revenue stream beyond AWS. This move could challenge Nvidia's pricing power in AI infrastructure, though execution risks and software ecosystem challenges remain concerns.

07/13/2026, 7:12 AM • The Motley Fool

Ranking the "Magnificent 7" Stocks by Free-Cash-Flow Yield

The article ranks the Magnificent 7 tech stocks by free cash flow (FCF) yield to assess how AI spending impacts their valuations. Meta Platforms leads despite aggressive AI capex, Apple offers strong value with minimal AI infrastructure spending, Microsoft benefits from enterprise relationships, Nvidia shows strong growth prospects, Alphabet's aggressive spending weighs on yield, Tesla has minimal FCF yield due to pivot toward autonomous vehicles, and Amazon has negative FCF yield from massive data center investments.

07/13/2026, 5:15 AM • The Motley Fool

Amazon Just Announced Shocking $25 Billion News. Should Investors Worry?

Amazon is issuing $25 billion in debt to fund its massive data center expansion for AI infrastructure, with planned capital expenditures of $200 billion this year. While the rising debt load may concern some investors, the company has sufficient cash flow to service the debt, and much of the new capacity is already under contract with customers. The move positions Amazon to capture significant cloud market share during the critical early stages of AI adoption.

07/12/2026, 4:04 PM • The Motley Fool

Sam Altman Is Waiting for a $1 Trillion OpenAI Valuation. SoftBank Has a $40 Billion Loan Due March 2027.

OpenAI CEO Sam Altman is holding out for a $1 trillion valuation and plans to delay the company's IPO until 2027, but this creates a conflict with major investor SoftBank, which took a $40 billion bridge loan due in March 2027 and expected to cash out through an earlier IPO. Meanwhile, OpenAI's operating losses reached nearly $21 billion last year despite tripling revenue, highlighting the broader challenge facing AI companies to demonstrate returns on massive infrastructure investments.

07/12/2026, 1:27 PM • The Motley Fool

The 1 AI Stock I'd Buy and Hold for the Next Decade

The article recommends Microsoft as the top AI stock to hold for the next decade, citing its durable competitive advantage through enterprise software entrenchment, consistent 40% Azure cloud growth, and strong cash generation. Despite a $190 billion capital expenditure plan and competition from Amazon and Alphabet, Microsoft's customer relationships and infrastructure position make it a safer long-term AI investment than faster-growing chipmakers like Nvidia.

07/12/2026, 1:03 PM • The Motley Fool

Google's In-House AI Chip Strategy Could Be a Bigger Threat to Nvidia Than Investors Think. Here's Why.

Google is developing its own Tensor Processing Units (TPUs) that could reduce AI compute costs by up to 30% compared to Nvidia's chips. Through a joint venture with Blackstone, Google plans to deploy 500 megawatts of TPU capacity by 2027 and rent it to other tech companies via a neocloud model. As tech giants increasingly design custom processors for efficiency, Nvidia's dominant 86% market share and 74% gross margins could face significant pressure.

07/12/2026, 10:05 AM • The Motley Fool

Nvidia Stock Just Did Something for the First Time in 7 Years. Here's What History Says Happens Next.

Nvidia's P/E ratio has compressed to its lowest level in seven years as the stock gained only 5% in 2026, a stark contrast to its 1,100% rise since ChatGPT's launch. Despite concerns about AI capex moderation and competitive threats, historical patterns suggest this valuation compression typically precedes powerful re-rating once earnings confirm growth durability. The company's expansion into adjacent AI stack layers through partnerships positions it for earnings expansion and future valuation growth.

07/12/2026, 9:37 AM • The Motley Fool

Alphabet vs. Amazon vs. Microsoft: Which Is the Best Cloud Computing Stock to Buy Today?

The article compares three major cloud computing providers in 2026. Amazon leads with AWS acceleration and custom chips, Microsoft shows strong Azure growth but lags in proprietary AI technology, and Alphabet offers the most complete AI capabilities with superior chips and models. The analyst recommends Amazon as the top pick due to its valuation discount and operating leverage, while also favoring Alphabet over Microsoft.

07/12/2026, 9:35 AM • The Motley Fool