Jensen Huang's Nvidia Guided for 70% Revenue Growth in Fiscal 2028, Far Above the 44% Wall Street Expected, as Amazon Agreed to Buy 2 Million Nvidia GPUs. Is the Growth Forecast Believable?

Nvidia provided a rare two-year revenue guidance of 70% year-over-year growth for fiscal 2028, significantly exceeding Wall Street's 44% expectation. The forecast is supported by Amazon's commitment to purchase 2 million GPUs and the rollout of Nvidia's new Vera Rubin architecture. Despite being a dominant market player, Nvidia has demonstrated accelerating growth, with 106% revenue increase in fiscal 2027 Q2, suggesting the ambitious target is achievable.

09/04/2026, 11:17 AM • The Motley Fool

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

09/04/2026, 7:30 AM • The Motley Fool

Bill Ackman Says Pershing Square Has Achieved a 20% Gross Annual Return Since Inception and Aims to Keep Beating That Bar. Can His Newly Launched Funds Live Up to the Track Record?

Bill Ackman's Pershing Square hedge fund has delivered a 20% gross annual return since its 2004 inception, outperforming the S&P 500's 11%. The newly launched Pershing Square USA closed-end fund, which tracks the core strategy with a concentrated portfolio of 12 stocks, has declined 21% since its April IPO at $50 per share. Ackman plans to launch Pershing Square Ventures later in 2026 to provide public investors access to pre-IPO, high-growth companies.

09/04/2026, 1:30 AM • The Motley Fool

The Anthropic IPO May Be Right Around the Corner. Here’s What Investors Need to Know.

Anthropic, maker of the Claude AI assistant, is expected to file its IPO prospectus after Labor Day with a market debut planned for late September or early October 2026. The company is targeting a $2 trillion valuation, potentially surpassing SpaceX's record $85 billion IPO. With a current valuation of $965 billion and revenue run rate exceeding $47 billion, Anthropic represents a major opportunity in the rapidly growing AI market. Investors should carefully review the prospectus when available, focusing on financial metrics and risk factors.

09/03/2026, 8:10 PM • The Motley Fool

Here Are My Top 5 Stocks for September

As investors prepare for 2027, artificial intelligence remains the dominant market theme. The article recommends five stocks positioned to benefit from AI growth: semiconductor hardware suppliers (Nvidia, Taiwan Semiconductor Manufacturing, and Micron Technology) are expected to see strong demand, while cloud computing providers (Amazon and Alphabet) are capitalizing on massive data center investments to monetize AI infrastructure.

09/03/2026, 11:30 AM • The Motley Fool

Airbnb vs. Spotify Technology: Which Consumer Stock Is a Better Buy in 2026?

The article compares Airbnb and Spotify Technology as investment options for 2026. Both companies have achieved profitability with similar leverage ratios (0.3x debt-to-equity), but differ significantly in margins and valuations. Airbnb generated $12.2B in revenue with a 20.5% net margin and $4.6B in free cash flow, while Spotify achieved $20.1B in revenue with a 12.9% net margin and $3.4B in free cash flow. The author recommends Airbnb due to its asset-light marketplace model, stronger profitability, capital efficiency, and more resilient growth potential, despite both facing competitive and regulatory challenges.

09/03/2026, 11:15 AM • The Motley Fool

Not Prime. Not Delivery. This Business Holds the Key to Amazon's Future.

Amazon Web Services (AWS) is positioned as the primary growth driver for Amazon's future investment potential. Despite representing only 21% of sales, AWS generated 60% of operating income in Q2 with a 39.3% operating margin, compared to North American commerce's 7.8%. AWS grew 37% in Q2 while investing heavily in AI infrastructure, making it increasingly central to Amazon's profitability and margin expansion.

09/03/2026, 5:32 AM • The Motley Fool

Opinion: Google's Latest Antitrust Ruling Is a Big Win for Alphabet Investors

A federal judge rejected the DOJ's request to force Google to sell parts of its ad-tech business, allowing Alphabet to keep its powerful advertising engine intact. This decision mirrors a similar ruling one year ago that preceded a 16% stock jump. The ruling is significant as Alphabet's $81.63 billion advertising revenue is critical for funding its massive AI infrastructure investments.

09/03/2026, 5:05 AM • The Motley Fool

3 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Now

The article highlights three AI infrastructure stocks—Astera Labs, Credo Technology, and Vertiv—that address critical bottlenecks in AI data center scaling. Astera Labs specializes in connectivity solutions with 93% YoY revenue growth and a $6.5B Amazon warrant agreement. Credo Technology manufactures active electrical cables with 272% YoY growth but faces customer concentration risks. Vertiv dominates power and cooling systems with a $15B backlog and strong positioning in liquid cooling demand.

09/03/2026, 4:30 AM • The Motley Fool

If a Stock Market Crash Is Coming, History Says This Is the Smartest Move Investors Can Make

Despite strong S&P 500 performance and robust corporate earnings driven by AI enthusiasm, economic concerns about inflation and potential Fed rate hikes could pressure markets. The article advises investors to continue investing through all market cycles rather than selling during downturns, citing historical evidence that staying invested has consistently yielded long-term gains even when buying before major crashes.

09/03/2026, 4:05 AM • The Motley Fool

Better High-Growth Stock for 2026: Amazon.com vs. Uber Technologies

The article compares Amazon and Uber as high-growth tech investments for 2026. Amazon dominates e-commerce and cloud computing with $716.9B revenue and 10.8% net margin, while Uber has transitioned to profitability with $52B revenue and 19.3% net margin. Both companies are investing in autonomous vehicles, with Amazon's Zoox partnering with Uber's platform. The author recommends Uber as the better buy due to its lower valuation (P/E 17.2x vs 23.9x) and leadership position in global AV ride-hailing, though Amazon remains a solid portfolio addition given AWS's strong 37% YoY growth.

09/02/2026, 9:28 PM • The Motley Fool

If the AI Boom Slows Down, History Says This Is the Smartest Way to Protect Your Long-Term Portfolio

As concerns grow about a potential AI market slowdown due to inflation, rate hikes, and geopolitical tensions, investors should consider diversifying into dividend-focused ETFs like SCHD. The Schwab U.S. Dividend Equity ETF offers exposure to 100 stable, dividend-paying stocks across multiple sectors, providing a defensive hedge against AI stock volatility while delivering steady income and historical returns of 243% over the past decade.

09/02/2026, 2:05 PM • The Motley Fool

Why The Trade Desk Stock Rallied Today

The Trade Desk stock surged 4.9% after the FTC and 22 states filed suit against Amazon for allegedly using deceptive ad pricing practices, including undisclosed surcharges. This legal action highlights The Trade Desk's competitive advantage through transparent pricing and could help the company recapture market share from competitors with closed ecosystems.

09/02/2026, 12:40 PM • The Motley Fool

Wall Street Is Obsessing Over Nvidia's $105 Billion Circular Financing Structure With OpenAI. Here's the More Important Deal No One Is Talking About.

Nvidia is pledging up to $105 billion in residual value guarantees to finance OpenAI's Ohio data center project, which Wall Street views skeptically as a circular arrangement where Nvidia finances infrastructure to secure GPU orders. However, the article argues that Nvidia's reported $12.9 billion acquisition of Hugging Face—an open-source AI model platform—is the more strategically important deal, as it positions Nvidia to own the marketplace determining which chips get ordered across the AI ecosystem.

09/02/2026, 12:10 PM • The Motley Fool

Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow

The article ranks the Magnificent Seven tech stocks by their future cash flow per share, identifying Meta Platforms and Amazon as the most attractive valuations, while Apple and Tesla appear overvalued. Meta benefits from its 3.6 billion daily users and AI-enhanced advertising, while Amazon's high-margin AWS segment is accelerating growth with generative AI integration.

09/02/2026, 5:06 AM • The Motley Fool