3 Reasons Investors Should Ignore Cipher Digital's Double Miss

Cipher Digital missed Q2 earnings and revenue estimates, but the company is pivoting from crypto mining to AI data centers. The company started delivering high-performance compute capacity ahead of schedule with a $5.5 billion, 15-year Amazon deal generating $367 million in annual recurring revenue. Additional catalysts include a 900-megawatt site option near San Antonio and full funding of the 100-megawatt Stingray facility, positioning the company to rely less on debt financing.

08/05/2026, 5:30 PM • The Motley Fool

Here's Why Oracle's Stock Continues to Lag its Peers Like Amazon, Microsoft, and Alphabet

Oracle's stock declined 11.4% in July and continues to underperform peers like Amazon, Microsoft, and Alphabet, primarily due to concerns about its heavy reliance on OpenAI and the financial burden of investing in AI infrastructure before generating revenue from its $300 billion 5-year compute deal with OpenAI starting in 2027. However, recent positive developments including a $7 billion Pentagon contract and an expanded partnership with Google incorporating Gemini AI models into its enterprise applications suggest Oracle has diversified growth opportunities beyond AI computing services.

08/05/2026, 4:01 PM • The Motley Fool

Airbnb vs. Axon Enterprise: Which Consumer Stock Is a Better Buy in 2026?

The article compares Airbnb and Axon Enterprise as investment options for 2026. Airbnb operates a global lodging marketplace with $12.2B in FY2025 revenue, 21% net margin, and strong free cash flow of $4.6B, trading at a Forward P/E of 29.1x. Axon Enterprise provides law enforcement hardware and software with $2.8B in FY2025 revenue and 33% growth, but trades at a much higher Forward P/E of 66.7x with only $75.1M in free cash flow. The author recommends Airbnb as the better buy due to faster growth, superior cash generation, and more attractive valuation multiples.

08/05/2026, 2:32 PM • The Motley Fool

Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.

Four cloud computing giants gained $1.9 trillion in market cap over three trading days as investor sentiment shifted following earnings reports. Amazon and Microsoft's strong results eased concerns about AI infrastructure spending and negative free cash flow, demonstrating the long-term profitability of cloud investments. Microsoft emerges as the best positioned of the four, maintaining strong margins and positive cash flow while aggressively investing in AI.

08/05/2026, 1:20 PM • The Motley Fool

2 Magnificent Industrial Stocks Down 40% to Buy and Hold Forever

UPS and Fluor, both trading 40% below their all-time highs, present buying opportunities for long-term value investors. UPS is stabilizing its business after pandemic-related challenges and union negotiations, with expected revenue and EPS growth returning in 2026. Fluor is shifting to less risky reimbursable contracts and benefiting from cloud, AI, and nuclear market expansion, with profitability expected to return in 2026.

08/05/2026, 12:10 PM • The Motley Fool

2026 Holiday Shopping Will Be Driven by AI-Powered Discovery, According to Optimove Insights Report

A new Holiday Shopping Report 2026 reveals that AI tools are now integral to holiday shopping, with 72% of consumers using ChatGPT, Claude, or Gemini for product discovery and gift recommendations. Despite strong trust in AI recommendations, data privacy concerns remain a barrier. The report also shows strong holiday spending intent, with 55% planning to spend more than last year, though consumers still favor familiar brands and major retailers like Amazon (81%), Walmart (71%), and Target (58%).

08/05/2026, 10:54 AM • GlobeNewswire

12 Words From Amazon CEO Andy Jassy That Should Have Artificial Intelligence (AI) Investors Cheering

Amazon raised its 2026 capex budget to $220 billion to build AI infrastructure, causing free cash flow to turn negative in the short term. CEO Andy Jassy justified the heavy spending by highlighting AWS's strong growth (37% revenue increase, 64% operating income jump) and revealing that AWS could become a trillion-dollar annual revenue business long-term, positioning the current investment as necessary rather than speculative.

08/05/2026, 9:15 AM • The Motley Fool

Andy Jassy Just Delivered Incredible News for Amazon Stock Investors

Amazon Web Services (AWS) reported accelerating revenue growth of 37% year-over-year in Q2 2026, driven by AI tools and custom chips. CEO Andy Jassy revealed AWS could eventually generate $1 trillion in annual revenue, up from previous predictions of a few hundred billion. With a $496 billion order backlog and planned $220 billion capex spending in 2026, AWS is positioned for substantial future growth, though Amazon's current P/E of 22 may appear undervalued compared to tech peers.

08/05/2026, 5:30 AM • The Motley Fool

Amazon Just Landed a Big Win in the Race Against Tesla and Waymo

Amazon-owned Zoox received temporary federal approval from NHTSA to commercially deploy up to 2,500 steering-wheel-free robotaxis annually for two years. As the first purpose-built driverless vehicle approved without manual controls, Zoox will begin charging for rides in Las Vegas. This approval puts pressure on competitors Tesla and Waymo, who are still expanding their autonomous services and awaiting similar federal approvals.

08/05/2026, 5:15 AM • The Motley Fool

3 Reasons Chewy Stock Fits Peter Lynch's Blueprint for a 10-Bagger Stock

Chewy is positioned as a potential 10-bagger stock following Peter Lynch's investment criteria. The company has built a differentiated pet-care ecosystem with superior customer service, telehealth offerings, and physical vet clinics. With profit growth exceeding 20%, a small market cap relative to potential, attractive valuation metrics (forward P/E of 15, PEG ratio of 0.1), and international expansion opportunities, Chewy meets Lynch's key investment requirements.

08/05/2026, 4:15 AM • The Motley Fool

Amazon.com vs. Dutch Bros: Which Stock Is a Better Buy in 2026, the E-Commerce Giant or the Fast-Growing Beverage Company?

The article compares Amazon and Dutch Bros as investment options for 2026. Amazon generated $716.9B in revenue with a 10.8% net margin and benefits from strong AWS AI growth (37% YoY), while Dutch Bros shows impressive 27.9% revenue growth to $1.6B with expanding store footprint. Despite Dutch Bros' rapid expansion, Amazon is recommended as the better buy due to its reasonable valuation (24.9x Forward P/E vs 71.6x for Dutch Bros) and significant AI market opportunity through AWS.

08/04/2026, 8:02 PM • The Motley Fool

Jeff Bezos Is Pushing Amazon's Prime Video Into an AI Showcase, a Sign of How the Company Plans to Justify Its AI Spending

Jeff Bezos is directing Amazon's Prime Video to leverage AI technology for personalized recommendations and AI-generated content tiles to drive user engagement and watch hours. This strategy aims to increase advertising revenue and justify Amazon's massive $220 billion capital expenditure on AI infrastructure. The move could enhance Prime subscription pricing power as advertising revenue grows.

08/04/2026, 4:21 PM • The Motley Fool

If a Stock Market Crash Is Coming, I'm Loading Up on This ETF Without a Second Thought

Despite concerns about inflation, rising rates, overvalued tech stocks, and geopolitical tensions, the author recommends continuing to buy the Vanguard Morningstar Total Stock Market ETF (VTI) as a long-term investment strategy. The fund offers broad diversification across 3,531 U.S. stocks with an ultra-low 0.03% expense ratio and has delivered 14.53% annualized returns over the past 10 years.

08/04/2026, 3:16 PM • The Motley Fool

I've Been Wrong About Target's Stock for 5 Months. Here's Why I'm Finally Changing My Mind.

After predicting Target's stock would stagnate, analyst Leo Sun reverses his stance as the retailer demonstrates a strong turnaround. Target's comparable sales grew 5.6% in Q1 FY2026, store traffic increased 4.4%, and the company raised full-year guidance. With improving margins, new product categories, and a new CEO driving efficiency, Target trades at an attractive 18x forward earnings with a 3.1% dividend yield.

08/04/2026, 2:25 PM • The Motley Fool

Amazon's $13 Billion AI Bet Is Now Worth $190 Billion. Here's Why That Matters.

Amazon's $13 billion investment in AI startup Anthropic has grown to a $190.4 billion valuation in its latest regulatory filing, representing a 14.6x gain. With Anthropic now valued at $1.2 trillion on secondary markets and having filed for an IPO, Amazon's 21% stake could be worth up to $252 billion. Additionally, Amazon has secured over $100 billion in commitments from Anthropic for AI chips and computing capacity over the next decade.

08/04/2026, 2:05 PM • The Motley Fool