Big Tech Keeps Signing Nuclear Deals With the Same Company. Here's Who It Is and Why That Matters More Than Any Single Deal.

Constellation Energy, the largest nuclear power operator in the U.S., is becoming the go-to provider for major tech companies seeking reliable power for AI infrastructure. The company's latest deal with Google adds 890 megawatts to the grid, highlighting its strategic position as an independent power producer operating outside regulated utility frameworks. With long-term contracts (up to 20 years) and a diversified energy portfolio, Constellation is well-positioned for sustained growth as electricity demand is projected to surge 60% by 2045.

10/07/2026, 9:15 PM • The Motley Fool

BigBear.ai vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

The article compares two early-stage, unprofitable tech companies: BigBear.ai, which provides AI solutions to U.S. government agencies, and IonQ, a quantum computing pioneer. BigBear.ai faces declining revenue and dangerous customer concentration (51% from customers over 10%), while IonQ shows triple-digit revenue growth but massive cash burn. The author recommends IonQ for patient investors due to its more diversified customer base and expanding commercial opportunities, despite both being speculative bets.

10/07/2026, 2:25 PM • The Motley Fool

D-Wave Quantum vs. Rigetti Computing: Which Cutting Edge Quantum Stock Is a Better Buy in 2026?

D-Wave Quantum and Rigetti Computing are both early-stage quantum computing companies with significant cash burn and unproven commercial roadmaps. D-Wave shows stronger revenue growth at 180% YoY ($24.6M) with increasing commercial adoption, while Rigetti has lower revenue ($7.1M, down 34% YoY) but received a potential $100M government contract. The author recommends Rigetti for long-term investors seeking a potential home run due to its technological prowess and deeper government support, despite both companies trading at high valuations with negative earnings.

10/07/2026, 11:08 AM • The Motley Fool

SpaceX vs. Nvidia: Which Is the Better Trillion-Dollar Artificial Intelligence (AI) Stock for 2027?

The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.

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

Qualcomm vs. Taiwan Semiconductor Manufacturing: Which Technology Stock Is a Better Buy in 2026?

The article compares Qualcomm and Taiwan Semiconductor Manufacturing as semiconductor investment options for 2026. TSM demonstrates superior growth (24% YoY average) and profitability (45.1% net margin) driven by AI demand, while Qualcomm trades at a lower valuation (P/E 18.2x vs 28.0x) but faces margin pressures from rising manufacturing costs. Growth-oriented investors may prefer TSM, while cost-conscious investors might favor Qualcomm.

10/07/2026, 10:20 AM • The Motley Fool

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3, driven by custom AI accelerators (XPUs) designed with hyperscalers like Google, Meta, and OpenAI. Custom chips offer better power efficiency, faster inference, and higher returns on capital compared to GPUs, making them increasingly attractive as hyperscalers face capital constraints. While Nvidia's data center business is currently 4x larger, custom silicon is winning by volume among major customers and could eventually become a bigger business than GPUs.

10/07/2026, 7:33 AM • The Motley Fool

Nvidia Hits a New All-Time High. Is the AI Stock a Buy?

Nvidia reached a new all-time high of $243.37 per share, driven by positive macro conditions and strong AI sector momentum. Trading at a P/E ratio of 30, the stock appears undervalued compared to peers like AMD (166 P/E) and Intel (103 P/E), with Wall Street expecting 67% revenue growth to $687 billion in fiscal 2028. While the law of large numbers may eventually constrain growth and competition from AMD, Intel, and custom chips from Amazon and Google pose risks, analysts view Nvidia as well-positioned to capitalize on AI growth and recommend it as a strong buy.

10/06/2026, 9:15 PM • The Motley Fool

Better Cloud Investment: Amazon or Nebius Group?

Amazon and Nebius Group represent two different cloud computing investment strategies. Amazon's AWS offers stable, profitable growth with a 37% YoY revenue increase and 39% operating margin, backed by $220 billion in data center spending. Nebius, a neocloud computing specialist, shows explosive 454% YoY growth but operates at a -30% operating margin while taking on significant debt. The article recommends a 75/25 portfolio split favoring Amazon for lower risk, while Nebius offers higher upside potential for risk-tolerant investors.

10/06/2026, 3:30 PM • The Motley Fool

Qualcomm's AI Infrastructure Pivot Is Underappreciated

Qualcomm is positioning itself for significant growth in 2027 through its pivot into AI infrastructure, with deals secured from Amazon and Meta Platforms. The company expects non-handset revenue to grow over 60% in fiscal 2027 and projects a $200 billion CPU market opportunity by fiscal 2029, yet trades at a modest 23 P/E ratio that undervalues its growth potential.

10/06/2026, 2:44 PM • The Motley Fool

3 Magnificent AI Cloud Computing Stocks That Could Help Set You Up for Life

Microsoft, Amazon, and Oracle have secured hundreds of billions in contracted AI cloud revenue, demonstrating that AI demand is translating into real business commitments. Microsoft's Azure is running at $100B annually with a $678B backlog, Amazon Web Services locked in a $100B decade-long deal with Anthropic, and Oracle has a $664B backlog (with $300B from OpenAI). While these established tech giants face risks including potential AI spending slowdowns and customer concentration, their massive contracted backlogs and continued infrastructure investments suggest their AI cloud businesses are still in early growth stages.

10/06/2026, 2:18 PM • The Motley Fool

History Says Infrastructure Booms Create Winners and Losers. Here Are 3 AI Cloud Stocks to Watch.

As AI infrastructure demand grows, three companies are positioned to benefit: Amazon's AWS controls 28% of the cloud market with strong AI services; CoreWeave operates 51 data centers with a $104.2B revenue backlog and 102% projected revenue CAGR; and Equinix, a data center REIT with 282 global facilities, offers dividend income with 15% EPS growth expected through 2028.

10/06/2026, 12:35 PM • The Motley Fool

Not Microsoft. Not Google. Analysts Call This $2.7 Trillion Tech Titan the Most Undervalued AI Play.

Amazon is positioned as an undervalued AI play despite its $2.7 trillion market cap. AWS revenue grew 37% year-over-year to $42.2 billion, driven by AI infrastructure demand. The company is also integrating AI across its retail business through search tools, ad targeting, and supply chain automation. With projected earnings of $161 billion and a forward P/E of 17, analysts believe Amazon stock has significant upside potential.

10/06/2026, 12:21 PM • The Motley Fool

ASML vs. Nvidia: Which AI Semiconductor Stock Is a Better Buy in 2026?

The article compares ASML and Nvidia as AI semiconductor investments. ASML manufactures EUV lithography systems essential for advanced chipmaking with $37.1B revenue and 29.4% net margin, while Nvidia designs GPUs with $215.9B revenue and 55.6% net margin. Nvidia is recommended as the better buy due to faster growth (65.5% YoY) and lower forward P/E multiple (24.4x vs 28.9x), though both stocks carry concentration risks and depend on AI data center spending.

10/06/2026, 8:32 AM • The Motley Fool

Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $820,000

Warren Buffett recommends the Vanguard S&P 500 ETF as the best investment option for most investors seeking stock market exposure. Historical data shows the S&P 500 returned 10.2% annually over the past 30 years. Investing $400 monthly in this fund could grow to approximately $820,000 over three decades, demonstrating the power of long-term, consistent investing in a diversified index fund with low fees.

10/06/2026, 5:12 AM • The Motley Fool

The 9 Best Stocks to Buy Right Now in October (2026)

The Motley Fool's analyst curates a list of nine stocks recommended for investment in October 2026, highlighting opportunities with favorable risk-versus-reward profiles. The selection includes major technology, consumer, and financial services companies, with stock prices referenced from October 3, 2026.

10/05/2026, 6:13 PM • The Motley Fool