History Says Buying the Nasdaq-100 at the Dot-Com Peak Still (Eventually) Turned $10,000 Into About $72,000

A $10,000 investment in the Invesco QQQ Trust at the dot-com peak on March 27, 2000 would have grown to approximately $72,000 today, but required enduring an 83% loss and a 15-year wait just to break even. While the long-term annualized return of 7.8% was respectable, the S&P 500 performed slightly better from the same entry point, highlighting the risks of concentrated growth indices near market peaks.

09/19/2026, 9:34 PM • The Motley Fool

Should Investors Be Worried About an AI Bubble? Here's What History Says.

The article warns that AI could face a similar bubble burst as the dot-com crash, where the S&P 500 fell 45% and Nasdaq-100 lost 80%. While AI technology is transformative, investor emotions and excessive capital allocation often push valuations beyond reasonable levels. History suggests the bubble will eventually burst, though excess supply could ultimately benefit the broader economy by reducing technology costs.

09/19/2026, 4:15 PM • The Motley Fool

Smart Metering in Latin America and the Caribbean - 3rd Edition Market Analysis and Forecasts to 2030

Smart metering in Latin America and the Caribbean is experiencing significant growth, with the installed base of smart electricity meters forecast to increase from 17.3 million units in 2024 to 61.3 million units by 2030, representing a 23.5% compound annual growth rate. Brazil and Mexico are leading the market, accounting for over 65% of annual meter demand. Key drivers include grid modernization efforts, electricity theft reduction, and supportive government policies. Major utilities like Cemig, COPEL, Enel, and CPFL are expanding investments in advanced metering infrastructure.

09/11/2026, 5:54 AM • GlobeNewswire

SASEオプスラブ、サイバーセキュリティ分野のベテランであるフランク・バーティンを最高収益責任者に任命し、グローバルなSASE自動化事業の拡大を推進

SASE OpsLab Ltd, a software-driven SASE automation and orchestration platform company, announced the appointment of cybersecurity veteran Franck Burtin as Chief Revenue Officer. Burtin, with over 30 years of IT and cybersecurity experience, will lead global business expansion, accelerate OpsKit catalog adoption, and drive sales strategy in key international markets. The appointment reflects strong business momentum as organizations transition from on-premises infrastructure to cloud-native SASE models.

09/10/2026, 11:00 AM • GlobeNewswire

SASE OpsLab Ltd Melantik Veteran Keselamatan, Siber Franck Burtin sebagai Ketua Pegawai Hasil untuk Menerajui Pengembangan Automasi SASE Global

SASE OpsLab Ltd, a software-driven SASE automation and orchestration platform company based in London, announced the appointment of Franck Burtin as Chief Revenue Officer. With over 30 years of IT and cybersecurity experience, Burtin will lead global commercial expansion, accelerate adoption of the OpsKit catalog, and drive sales strategy in major international markets. The appointment comes as enterprises transitioning to cloud-based SASE infrastructure face increasing operational complexity.

09/10/2026, 11:00 AM • GlobeNewswire

Set a Fair Starting Line, as Favorites Can Falter

The Motley Fool illustrates the importance of equal portfolio weighting by comparing The Trade Desk, which fell from 40-fold returns to under 4-fold after Amazon undercut its pricing, with Arista Networks, which surpassed it with 40-fold returns. The article emphasizes giving every stock a fair starting position and then backing winners while retiring underperformers, rather than loading up on perceived favorites.

09/07/2026, 3:19 PM • The Motley Fool

Data Center Solutions Market Surges to $1,336.55 billion at a CAGR 20.1% by 2031 | Report by MarketsandMarkets™

The global Data Center Solutions Market is projected to grow from USD 535.45 billion in 2026 to USD 1,336.55 billion by 2031, with a CAGR of 20.1%. Growth is driven by increasing demand for AI infrastructure, high-density computing, intelligent power systems, advanced cooling, and software-defined infrastructure. The software segment is the fastest-growing component at 24.7% CAGR, while Asia Pacific is the fastest-growing region.

09/03/2026, 10:00 AM • GlobeNewswire

Smart Grid Market to Reach $161.15 Billion, at a 16.9% CAGR by 2029 | MarketsandMarkets™

The global smart grid market is expected to grow from USD 73.85 billion in 2024 to USD 161.15 billion by 2029, at a CAGR of 16.9%. Growth is driven by renewable energy integration, grid modernization initiatives, increasing electrification, and rising energy demand. North America leads the market, while Asia Pacific is the fastest-growing region.

09/02/2026, 10:00 AM • GlobeNewswire

AMD's Instinct Systems Are Now Live in Saudi Arabia -- Here's What the Next 250 Megawatts Are Worth to the Stock

AMD, Cisco, and HUMAIN announced that AI infrastructure powered by AMD Instinct MI355X GPUs is now live in Saudi Arabia and serving customers. The partners plan to deploy up to 250 megawatts of additional capacity starting in 2027, with a goal of reaching 1 gigawatt by 2030. Based on earlier agreements valuing capacity at $20 million per megawatt, the next phase could represent up to $5 billion in investment. However, the analyst notes AMD stock already prices in smooth execution and recommends waiting for a better entry point.

09/01/2026, 12:24 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

Why Super Micro Computer Rallied Today

Super Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.

08/25/2026, 4:11 PM • The Motley Fool

The S&P 500 Is at Record Highs and Hasn't Been This Expensive in Decades. History Says This Could Happen Next

The S&P 500 has reached record highs at 7,800 but is trading at a Shiller PE ratio of 42, the highest since the dotcom crash. Similar to the early 2000s bubble driven by internet stocks, today's rally is fueled by AI companies. However, history shows that even profitable tech giants like Microsoft, Apple, and Cisco crashed over 50% during the dotcom bubble. Investors are advised to shift from expensive stocks to more reasonably priced investments and dividend stocks rather than trying to time the market.

08/11/2026, 11:06 AM • The Motley Fool

Adobe vs. Arista Networks: Which Technology Stock Is a Better Buy in 2026?

The article compares Adobe and Arista Networks as investment choices for 2026. Adobe, a creative software giant with a 30% net margin and $23.8B in revenue, trades at a conservative 10.7x forward P/E ratio. Arista Networks, a high-speed networking infrastructure leader with 28.6% revenue growth and 39% net margin, trades at a higher 47.8x forward P/E. Despite Arista's stronger growth prospects from AI data center expansion, the author recommends Adobe due to its market leadership, profitability, and superior valuation offering greater upside potential.

08/09/2026, 7:11 PM • The Motley Fool

Cisco Raised Its AI Order Target to $9 Billion. Here's What Investors Need to Know.

Cisco raised its AI infrastructure order target to $9 billion for fiscal 2026, up from $5 billion, driven by strong demand from hyperscalers building AI data centers. However, the company expects only $4 billion of this to convert to revenue in fiscal 2026, limiting overall revenue growth to 11%. With the stock trading at 26x forward earnings, the author suggests waiting for confirmation of the $9 billion target and fiscal 2027 guidance before investing.

08/07/2026, 4:23 AM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire