Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026

The article compares two AI infrastructure companies: Applied Digital (APLD), which designs next-generation data centers for AI workloads, and IREN (IREN), which is transitioning from crypto mining to AI cloud services. While Applied Digital has lower valuation multiples, IREN offers lower leverage (1.9x vs 2.9x debt-to-equity), vertical integration, and renewable energy advantages. The author recommends IREN despite both companies facing significant capital requirements and operational risks.

09/04/2026, 9:09 PM • The Motley Fool

CoreWeave's Interest Expense Hit $640 Million Last Quarter, 2.4 Times What It Was a Year Ago

CoreWeave's interest expense surged to $640 million in Q2 2026, more than double the $267 million from a year earlier, driven by a debt balance that grew to $35 billion. While the company reduced its weighted average cost of debt by 300 basis points through refinancing, the rapid expansion of borrowing outpaced these savings. With Q3 guidance suggesting interest expenses of $860-940 million against only $200-260 million in adjusted operating income, the gap between debt servicing costs and profitability is widening significantly.

09/01/2026, 10:16 PM • The Motley Fool

Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now

Nebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.

09/01/2026, 10:15 AM • The Motley Fool

CoreWeave's CEO Dumps Over 300,000 Shares Worth $27.3 Million

CoreWeave CEO Michael Intrator sold approximately 308,000 shares worth $27.3 million on August 25, 2026, as part of a pre-established Rule 10b5-1 trading plan. The sale occurred amid stock price declines driven by interest rate concerns, though Intrator retains significant equity holdings. Despite current net losses, CoreWeave continues strong revenue growth with Q2 sales of $2.6 billion (112% YoY growth) and full-year guidance of $12.4 billion.

09/01/2026, 12:06 AM • The Motley Fool

CoreWeave GC Kristen McVeety Sells 2,100 Shares

CoreWeave General Counsel Kristen McVeety sold 2,100 shares worth $184,855 on August 26, 2026. The sale was conducted under a pre-arranged 10b5-1 trading plan established in May 2025, which removes discretion over timing and suggests no concern about future performance. Multiple other executives including the CEO and CFO also sold shares under similar plans during the same period.

08/31/2026, 4:12 PM • The Motley Fool

This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

08/28/2026, 6:15 PM • The Motley Fool

This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now

Leopold Aschenbrenner's Situational Awareness hedge fund collapsed in late July due to over-leveraged AI stock bets, forcing the sale of over $10 billion in holdings. However, the fund's top five AI stocks—which include memory chip makers, energy suppliers, and semiconductor manufacturers—remain attractive investments despite being down double-digits from Q2 levels, offering a balanced portfolio exposure to key AI sector components.

08/28/2026, 2:15 PM • The Motley Fool

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

08/27/2026, 3:31 PM • The Motley Fool

Peloton's Former Interim CEO Just Sold 25,000 Shares. Here's What Long-Term Investors Should Know

Karen Boone, former interim CEO of Peloton Interactive, sold 25,000 shares on August 17, 2026, for approximately $134,000 under a pre-established Rule 10b5-1 trading plan. She retains 236,063 shares. Despite the sale, Peloton achieved its first full year of profitability in fiscal 2026 with $63.2 million in net income, though the stock has declined 38% over the past year and paid subscriptions fell to 247,000.

08/24/2026, 4:08 PM • The Motley Fool

CoreWeave CFO Nitin Agrawal Sells 10,062 Shares for $924,500

CoreWeave CFO Nitin Agrawal sold 10,062 shares for approximately $924,500 on August 20, 2026, to cover tax liabilities from equity vesting. Despite the sale representing only 3% of his total holdings, Agrawal retains ~280,000 shares worth $25.13 million, signaling continued confidence in the company. While CoreWeave benefits from strong AI infrastructure demand with 100%+ revenue growth, the company faces significant risks due to $35 billion in debt against $5 billion in stockholders' equity.

08/24/2026, 2:30 PM • The Motley Fool

Neoclouds Shine in AI Build Out

Neocloud companies CoreWeave and Nebius reported strong earnings with massive revenue growth (112% and 454% YoY respectively), but both operate at net losses with heavy infrastructure spending. While demand from hyperscalers like Meta and Alphabet is robust, concerns remain about sustainability given high debt costs (11% yields), reliance on short-term contracts as a bridge to long-term capacity, and commodity-like pricing dynamics. The sector shows promise but faces valuation and financing challenges.

08/21/2026, 6:30 PM • The Motley Fool

Billionaire David Tepper Piled Into a Debt-Laden Artificial Intelligence (AI) Neocloud Stock in Q2 While Also Increasing His Stake in Its Newest Rival

Billionaire David Tepper's Appaloosa Management initiated a position in CoreWeave (1.07M shares) during Q2 while simultaneously increasing its Meta Platforms stake by 55%. CoreWeave, a neocloud provider for AI workloads, has a $104B backlog but carries over $50B in debt. The strategy appears to hedge against potential competition as Meta explores leasing excess AI compute capacity, potentially competing with neocloud operators like CoreWeave.

08/21/2026, 6:19 PM • The Motley Fool

CoreWeave vs. Nebius Group: Which Artificial Intelligence (AI) Cloud Stock Has More Upside?

CoreWeave and Nebius are competing neocloud providers offering AI-optimized cloud computing services to hyperscalers like Microsoft and Meta. While both have shown strong 2026 performance, Nebius has significantly outperformed with a 196% gain versus CoreWeave's 30%. Analysts project Nebius will grow faster (544% in 2026, 250% in 2027) compared to CoreWeave (151% in 2026, 105% in 2027), though CoreWeave trades at a lower valuation multiple. The author favors Nebius for better returns, but both stocks depend heavily on continued AI infrastructure buildout and face risks if demand slows.

08/21/2026, 2:09 PM • The Motley Fool

Bloom Energy Calls Its Fuel Cells "Lego Blocks." Here's Why That Word Choice Is the Whole Investment Thesis.

Bloom Energy's modular, factory-manufactured solid-oxide fuel cells are experiencing historic demand from data center developers. The "Lego block" design enables rapid deployment, scalability, and flexibility, attracting major customers like Oracle and Brookfield Asset Management. The company reported record Q2 revenue of $1.065 billion (166% YoY growth) with expanding margins, driven by the urgent need for quickly deployable power solutions in the AI data center buildout.

08/21/2026, 7:05 AM • The Motley Fool

AppLovin vs. CoreWeave: What Recent Revenue Trends Tell Investors

CoreWeave has surpassed AppLovin in quarterly revenue, driven by strong AI infrastructure demand, with Q2 2026 revenue reaching $2.6 billion versus AppLovin's $1.9 billion. However, AppLovin maintains superior profitability with a 66% net income margin compared to CoreWeave's -24% margin. AppLovin's growth is decelerating, with Q2 year-over-year growth at 53% down from Q1's 59%, prompting analyst downgrades and a 52-week stock low.

08/20/2026, 12:23 AM • The Motley Fool