Amazon's 14.9% Jump Lifts the Dow While Apple Drags It Back

Amazon surged 14.9% after reporting strong Q2 earnings with AWS growing 37% year-over-year, adding 208 points to the Dow. Apple fell 9.4% despite solid Q3 results due to muted guidance citing chip supply constraints, subtracting 188 points from the index. The market remains driven by mega-cap tech stocks with strong AI cloud businesses, while most other stocks declined.

07/31/2026, 1:11 PM • The Motley Fool

Is This EV Stock The Next Tesla?

Rivian's stock has plummeted 80% since its 2021 IPO despite initial comparisons to Tesla. While the company expects delivery growth from 42,247 vehicles in 2025 to 62,000-67,000 in 2026 driven by its cheaper R2 SUV, it faces significant challenges including supply chain constraints, reduced EV subsidies, and intense competition. Even at its projected delivery levels, Rivian would only match Tesla's 2016 performance, making it unlikely to replicate Tesla's growth trajectory in today's crowded EV market.

07/31/2026, 12:21 PM • The Motley Fool

Why Astera Labs Stock Rocketed Higher Today

Astera Labs stock surged following Amazon's strong Q2 2026 earnings report, which showed AWS growing 36.7% year-over-year with AI and Chips businesses each exceeding $25 billion run rates. The rally reflects investor confidence in Astera Labs' AI connectivity solutions, though the article suggests the market may have gotten ahead of itself and recommends waiting for Astera Labs' own quarterly earnings next week.

07/31/2026, 12:08 PM • The Motley Fool

Silver Is Down Big From Its Peak. Is Now the Time to Buy the Dip?

Silver has fallen 50% from its January peak of $115/oz to $58/oz, driven by investor concerns about AI data center spending despite strong long-term demand fundamentals. McKinsey projects $7 trillion in global data center spending by 2030, and major hyperscalers continue their infrastructure investments. The article suggests this dip may present a buying opportunity for silver and related producers.

07/31/2026, 10:05 AM • The Motley Fool

1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool

Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.

Rather than competing to build the best AI model, Amazon is positioning itself as the infrastructure provider enabling AI adoption across industries. By leveraging AWS and its integrated ecosystem, Amazon can profit from AI growth regardless of which model dominates, similar to how pick-and-shovel sellers profited during gold rushes. The company plans to invest $200 billion in 2026 for AI data centers.

07/30/2026, 7:15 PM • The Motley Fool

Stock Market Today, July 30: Amazon Soars Over 8% After Hours on Earnings Beat

Amazon surged over 8% in after-hours trading on July 30, 2026, after beating Q2 earnings expectations with strong revenue growth of 20% year-over-year to $200.61 billion and robust AWS cloud service performance. The earnings report demonstrated that the company's significant AI infrastructure investments are beginning to generate returns, though concerns remain about its negative free cash flow of $7.6 billion and substantial capex spending of $173 billion for the year.

07/30/2026, 5:22 PM • The Motley Fool

Is Amazon a Buy After Its Latest Earnings Report?

Amazon's stock surged 8% after-hours following strong Q2 earnings, driven by AWS's fastest quarterly growth in over four years (36.7% YoY), and booming AI and custom chips businesses both hitting $25 billion annual run rates. A $53.4 billion gain from its Anthropic investment boosted net income, though negative free cash flow of $7.6 billion and continued heavy capex spending of $200 billion raise concerns about cash burn.

07/30/2026, 5:02 PM • The Motley Fool

Prediction: These AI Stocks Bounce Back After the Bloodbath

AI stocks experienced a significant sell-off, but the article argues that the market's reaction doesn't align with underlying fundamentals. The author suggests these stocks are positioned to bounce back from the recent decline.

07/30/2026, 2:08 PM • The Motley Fool

Meet the Super Semiconductor Stock Crushing Nvidia With a 12-Month Return of 129%

Corning, a 175-year-old glass manufacturer, has emerged as a key player in the AI boom by supplying fiber-optic cables for data centers. With a 12-month return of 129%, the stock significantly outperformed Nvidia's 8% return. The company secured multi-billion dollar deals with Meta and Amazon, plans to expand manufacturing capacity tenfold, and projects doubling revenue from $20B to $40B by 2030. While trading at a higher P/E ratio than Nvidia currently, analysts believe the stock could deliver strong long-term returns if the company executes on its growth plans.

07/30/2026, 1:30 PM • The Motley Fool

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge

U.S. stock markets rebounded sharply on Thursday, with the Nasdaq Composite surging 2.6% to its best day since mid-June. Microsoft led the rally, jumping 16.4% after reporting $90 billion in quarterly revenue and 43% Azure cloud growth, proving that AI investments are generating real returns. While semiconductor stocks celebrated alongside Microsoft, Meta Platforms declined 9.2% after missing earnings expectations and reporting a 91% collapse in free cash flow, highlighting the contrast between profitable and unprofitable AI spending strategies.

07/30/2026, 1:26 PM • The Motley Fool

Prediction: Apple Will Become a $5 Trillion Company on July 30

Apple is poised to become only the second company to reach a $5 trillion market valuation following its July 30 earnings report. The company has impressed investors with strong iPhone sales (up 23% YoY in Q1 FY2026), a cost-effective AI strategy through a partnership with Alphabet, and recent positive announcements including a Broadcom deal and new Apple Upgrade leasing program. Wall Street expects Q3 revenue of $108.96 billion (16% increase) and EPS of $1.89, with market approval likely to push the stock past the $5 trillion milestone.

07/30/2026, 10:15 AM • The Motley Fool

Here's Why Caterpillar Is a Buy Before Earnings

Caterpillar stock has declined 16.4% over the past month and is trading 22.3% below its 52-week high amid AI trade cooling. However, the article suggests this pullback presents a buying opportunity for long-term investors ahead of the company's Q2 earnings report on August 4. The key growth driver is Caterpillar's energy and power segment, which grew 30% last year and is positioned to benefit from massive data center buildouts by hyperscalers planning to spend up to $700 billion on infrastructure this year.

07/30/2026, 9:05 AM • The Motley Fool

Is Microsoft a Buy After Its Latest Earnings Report?

Microsoft reported better-than-expected Q4 2026 earnings with revenue and operating income up 18% YoY to $90 billion and $40.6 billion respectively. Azure cloud services showed impressive 43% YoY revenue growth. The company maintained its $175 billion annual capex forecast unchanged, differentiating itself from competitors Alphabet and Meta who increased spending guidance, causing Microsoft shares to rise 8% in after-hours trading.

07/29/2026, 9:12 PM • The Motley Fool

The Real Reason Alphabet Could Win More of the AI Boom

Alphabet has built a comprehensive AI infrastructure stack spanning custom TPUs, data centers, Gemini, Search, YouTube, and Cloud services. This integrated ecosystem could provide significant cost advantages, strengthen profit margins, and create a durable competitive advantage that Wall Street may not have fully recognized.

07/29/2026, 11:37 AM • The Motley Fool