If a Bear Market Is Coming, These Are the 2 Stocks to Avoid -- and the 1 to Own

In anticipation of a potential bear market driven by an AI spending slowdown, the article identifies Oracle and CoreWeave as vulnerable stocks due to their heavy reliance on expensive debt to fund growth in AI infrastructure. Conversely, Berkshire Hathaway is positioned as a defensive investment with $365 billion in cash reserves to capitalize on market downturns.

10/02/2026, 6:30 AM • The Motley Fool

Nebius vs. CoreWeave: Which Is the Better AI Stock to Own for the Next 5 Years?

Nebius and CoreWeave are competing neocloud companies racing to meet AI computing demand, but both face significant financial challenges. While Nebius shows stronger operational fundamentals with 454% YoY revenue growth and owns its data centers, it trades at 46x sales. CoreWeave trades at just 6x sales but has a more precarious financial position with higher debt reliance. The author recommends Nebius as the better investment despite its premium valuation, but cautions both stocks carry substantial risk.

10/02/2026, 5:10 AM • The Motley Fool

LAWSUIT ALERT: Investors who lost money with PROCEPT BioRobotics Corporation (NASDAQ: PRCT) shares should contact the Shareholders Foundation

A lawsuit was filed on July 24, 2026, against PROCEPT BioRobotics Corporation alleging the company misrepresented U.S. handpiece unit sales through an undisclosed discount program that incentivized bulk orders beyond actual demand, artificially inflating reported sales and exposing the company to material operational and financial risks.

09/30/2026, 3:52 PM • GlobeNewswire

Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

09/24/2026, 2:02 PM • The Motley Fool

CoreWeave vs. QuantumScape: Which Stock Is a Better Investment, the AI Giant or the EV Battery Upstart?

CoreWeave, an AI data center provider, and QuantumScape, a pre-revenue solid-state battery developer, represent different high-risk technology bets. CoreWeave shows impressive 167.9% revenue growth to $5.1B but carries heavy debt (8.9x debt-to-equity) and customer concentration risk with Microsoft accounting for 67% of revenue. QuantumScape has a strong balance sheet (0.1x debt-to-equity) but remains pre-commercial with no revenue until at least 2029. The author recommends CoreWeave as the safer bet due to its immediate revenue growth and multi-year AI infrastructure demand runway.

09/24/2026, 12:03 PM • The Motley Fool

SpaceX's First 100 Days Are in the Books. Here's the Report Card.

SpaceX has completed its first 100 days as a public company, trading near its IPO price of $150 after an initial surge and 50% decline. The company has dramatically accelerated revenue growth to 92% in Q2 through AI compute rental deals with Anthropic and Google, with segment adjusted EBITDA nearly tripling. While investor sentiment has stabilized through lockup expirations, SpaceX's $2.1 trillion valuation appears expensive compared to peers like Meta, and the company remains unprofitable on a GAAP basis despite strong EBITDA performance.

09/23/2026, 12:30 AM • The Motley Fool

Down 53%, Should You Still Buy CoreWeave's (CRWV) Stock?

CoreWeave's stock has declined 53% from its June 2025 peak of $183.58 to $86, but the article argues it may represent a buying opportunity. The AI infrastructure provider operates 51 data centers with over 250,000 Nvidia GPUs, serving major clients like Meta, Microsoft, and OpenAI. Despite explosive 168% revenue growth to $5.1B in 2025 and a $104B contracted revenue backlog, CoreWeave remains unprofitable under GAAP accounting with a concerning 14.3 debt-to-equity ratio. Analysts project continued strong growth through 2028, valuing the stock at just 12x adjusted EBITDA.

09/21/2026, 1:20 PM • The Motley Fool

Jensen Huang Maintained His Prediction That AI Infrastructure Spending Will Hit $3 Trillion to $4 Trillion by 2030 -- the Same Forecast He Made a Year Ago to the Day. Is Nvidia Still a Buy at These Levels?

Nvidia CEO Jensen Huang reiterated his forecast that global AI infrastructure spending will reach $3-4 trillion by 2030. Despite Nvidia's massive growth (106% YoY revenue increase, 70% guidance for next year), much of this expected growth is already priced into the stock. Trading at a P/E of 27, the article argues Nvidia remains a buy given its market dominance, expanding addressable market, and diversification beyond GPUs into complete computing systems and strategic investments.

09/18/2026, 5:23 PM • The Motley Fool

Why CoreWeave Stock Dived by More Than 5% Today

CoreWeave stock fell over 5% after announcing two major fundraising initiatives: an at-the-market offering of up to 35 million shares and a $3 billion convertible notes issuance due 2033. While the company is growing rapidly with $25 billion in new customer commitments this quarter, concerns about shareholder dilution and its already substantial $43.5 billion long-term debt load weighed on investor sentiment.

09/17/2026, 7:17 PM • The Motley Fool

Nvidia Stock Could Get a Boost From CoreWeave's Latest Announcement

CoreWeave launched a new Physical AI Field Engineering service that sends specialized engineers to help manufacturing, aerospace, and robotics companies build AI applications for physical products. This expansion could benefit Nvidia, which owns 11.5% of CoreWeave and supplies its GPUs. The strategy could help Nvidia reach new industrial markets and drive adoption of its Omniverse platform.

09/14/2026, 3:30 PM • The Motley Fool

CoreWeave's CEO Just Gave Investors Great News

CoreWeave CEO Michael Intrator reported the company is 'struggling to meet demand every day,' signaling robust demand for AI chips. Q2 sales surged 112% to $2.6 billion, though the company remains unprofitable with a $49 million operating loss. Adjusted EBITDA doubled year-over-year to $1.5 billion, suggesting potential for future profitability as the AI investment boom continues.

09/14/2026, 12:02 PM • The Motley Fool

Viral AI Doomer Tweet: Engineered Panic?

A viral post by former OpenAI/Anthropic researcher Jacob Coxon warning of reckless AI development toward superintelligence sparked market concerns. However, industry insiders including former Trump AI Czar David Sacks questioned the post's authenticity, citing suspicious metrics, lack of evidence, and speculation that it may be regulatory capture by top AI firms ahead of midterms. Despite short-term volatility, AI stocks remain under watch as the sector continues to drive ~50% of U.S. GDP growth.

09/13/2026, 11:35 PM • Zacks

Nvidia Stock Could Reach $490 by End of 2027 Based on Current Growth Projections

Nvidia stock could reach $490 by end of 2027 based on Wall Street revenue projections of 80% growth this year and management guidance of 70% growth next year, using a price-to-sales ratio of 17. However, the article cautions that actual gains may be more modest if growth slows and valuations decline due to competition and potential AI deceleration concerns.

09/12/2026, 5:03 AM • The Motley Fool

Why CoreWeave Stock Soared 12% Today

CoreWeave shares gained 12% today despite no company-specific news, benefiting from a broader rally in the AI infrastructure sector. The gains were driven by Nebius's partnership announcement with Palantir, Department of Commerce investments in quantum computing companies, and Intel's processor price increase announcement. CoreWeave remains a volatile, high-risk stock with rapid revenue growth but massive losses due to heavy capital expenditures and debt servicing.

09/08/2026, 4:31 PM • The Motley Fool

Billionaire David Tepper Just Bought These 2 Artificial Intelligence (AI) Stocks That Wall Street Thinks Could Soar by 50% or More

Billionaire David Tepper's hedge fund Appaloosa Management added SpaceX and CoreWeave to its portfolio in Q2, betting on their AI growth potential. While Wall Street sees 50-62% upside for both stocks, SpaceX appears overvalued at a P/S ratio of 69.1 with limited margin for error, whereas CoreWeave's P/S ratio of 5.8 seems more reasonable given its 112.5% revenue growth and $104 billion revenue backlog.

09/08/2026, 8:30 AM • The Motley Fool