Microsoft Stock Dropped 30% From Its All-Time High: 2 Reasons It Could Double by 2030

Microsoft's stock has lagged the S&P 500 over three years but shows signs of recovery following strong earnings. J.P. Morgan raised its 2027 price target to $625, citing two key growth drivers: Azure's 43% year-over-year revenue growth and Copilot's expansion from 30 million to potentially 60-90 million paid seats, which could generate $41 billion in additional revenue. The company's controlled AI spending and competitive advantages position it for potential doubling by 2030.

08/23/2026, 7:24 AM • The Motley Fool

Billionaire David Tepper Has 16% of His $7.5 Billion Appaloosa Portfolio in Amazon Stock. Is It Still a Buy?

David Tepper's Appaloosa Management increased its Amazon position by 15.8% in Q2, with Amazon now representing 16% of the $7.5 billion portfolio. The move reflects a pivot from AI infrastructure plays to hyperscaler stocks. While AWS showed strong 37% revenue growth driven by AI infrastructure demand, Amazon trades at a 22x forward earnings multiple. The bull case hinges on continued AI-driven growth, though an AI bubble burst could significantly impact the stock.

08/23/2026, 6:02 AM • The Motley Fool

The Ultimate Growth Stock to Buy With $1,000 Right Now -- It's Been My Best Stock Performer by Far

Netflix is recommended as a compelling growth stock investment despite being down 34% over the past year. The streaming giant has averaged 24% annual gains over 15 and 3-year periods, offers multiple revenue streams including advertising-supported memberships and live sports, and trades at attractive valuations with a forward P/E ratio of 25.4 below its five-year average of 30.6. Management has demonstrated disciplined capital allocation by walking away from costly acquisition bids.

08/23/2026, 4:25 AM • The Motley Fool

3 Tech Compounders Fit for Warren Buffett's Portfolio

The article identifies Meta Platforms, Microsoft, and Taiwan Semiconductor Manufacturing as three tech stocks that align with Warren Buffett's investment philosophy of backing great compounding businesses with wide competitive moats at attractive valuations. While Buffett has historically avoided tech stocks, he has recently invested in Apple and Alphabet. All three companies are highlighted as attractive buys despite potential personal reasons that might keep Buffett from investing in them.

08/23/2026, 4:15 AM • The Motley Fool

Is It Too Late to Buy Sandisk After Its 568% Run?

Sandisk has surged 568% in 2026, becoming the top-performing Nasdaq-100 stock, driven by massive AI infrastructure spending on memory solutions. The company benefits from $93.9 billion in locked-in long-term supply contracts, a strategic Kioxia joint venture, and aggressive share buybacks. Despite the rally, Sandisk trades at a forward P/E of 7—a steep discount to semiconductor peers—suggesting the stock remains undervalued given strong AI tailwinds and unprecedented demand visibility.

08/22/2026, 7:37 PM • The Motley Fool

Has Wall Street Entered the "Show Me" Phase of AI?

Wall Street's sentiment toward AI stocks is shifting from rewarding spending announcements to demanding tangible results. Microsoft and Amazon received positive reactions for demonstrating strong cloud growth and positive free cash flow despite massive AI investments. Palantir also gained on strong commercial AI software demand. However, Alphabet, Meta, and Tesla faced investor skepticism due to concerns about negative free cash flow, unclear ROI timelines, and ambitious but unproven AI initiatives.

08/22/2026, 7:21 PM • The Motley Fool

Reddit vs. Rigetti Computing: Which High-Growth Stock Is a Better Buy in 2026, the Social Media Giant or Rising Quantum Computing Company?

Reddit, now profitable with a 24.1% net margin and 69.4% revenue growth, is compared against Rigetti Computing, a speculative quantum computing pioneer burning cash with negative margins. The article recommends Reddit for conservative investors seeking stable growth and Rigetti for high-risk, high-reward investors betting on quantum computing breakthroughs.

08/22/2026, 5:03 PM • The Motley Fool

Does Greg Abel Know Something Wall Street Doesn't? New Berkshire Hathaway CEO Doubles Down On a Legacy Department Store Stock With a 3.3% Dividend Yield

Berkshire Hathaway CEO Greg Abel has more than doubled the company's position in Macy's during Q2, despite the stock being a legacy department store. Macy's has executed a successful turnaround strategy called 'A Bold New Chapter' since 2024, achieving its best comparable sales growth in four years, with Bloomingdale's posting record growth. The stock has risen 78% over the past year and offers a 3.3% dividend yield, trading at a low valuation with strong free cash flow generation.

08/22/2026, 3:33 PM • The Motley Fool

Amazon's Custom Chip Business Crossed a $25 Billion Run Rate: Time to Load Up on Shares?

Amazon's custom AI chip business has reached a $25 billion annual run rate, demonstrating strong market demand. The company's Trainium chips offer 30% better price-performance than GPUs and are selling out capacity, with future generations already having reserved capacity. This positions Amazon's AWS as a competitive player in AI infrastructure, potentially making it an attractive investment opportunity.

08/22/2026, 2:33 PM • The Motley Fool

SpaceX Stock Is up 32% Since Aug. 1. Is it Too Late to Buy?

SpaceX stock has surged 32% since August 1st, driven by strong Q2 earnings with 247% AI business growth and 92% total revenue increase. The company operates three dominant businesses: rocket launches, Starlink connectivity (12M subscribers), and AI services. While 75% of analysts rate it a buy with a median $217 price target, the stock remains expensive at 66x trailing sales. The author recommends waiting for a more attractive entry point.

08/22/2026, 6:25 AM • The Motley Fool

Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit

Alphabet and Amazon are investing $420 billion combined in AI infrastructure in 2026, with Alphabet spending $195-205 billion and Amazon spending $220 billion. This massive spending is expected to benefit four hardware companies: Nvidia (AI computing standard), Broadcom (custom AI chips via TPUs), Micron, and Sandisk (memory chips). Memory chip prices have surged due to supply shortages, with the shortage expected to persist through 2028, creating significant profit opportunities for these semiconductor companies.

08/22/2026, 6:15 AM • The Motley Fool

Elon Musk Owns 48.4% of SpaceX, a New Filing Shows. Here's Why That Matters for Everyone Else Holding the Stock.

Elon Musk controls 48.4% of SpaceX's shares and 82-84% of voting power through super-voting Class B shares, giving him complete control over board elections and major business decisions. While this ensures commitment to ambitious growth goals, it leaves little room for error given SpaceX's 96x sales valuation. Musk can begin selling shares in June 2027 but will remain in firm control due to SEC trading restrictions.

08/22/2026, 6:10 AM • The Motley Fool

Every S&P 500 Index Fund Owner Holds More Nvidia Than Apple

Nvidia has surpassed Apple as the largest holding in the Vanguard S&P 500 ETF, representing 7.50% of assets versus Apple's 6.58%. The shift, which began in June 2024, reflects Nvidia's explosive growth driven by AI demand. The top five companies now account for over 25% of the $1.05 trillion fund, creating significant concentration risk in what is marketed as broad market diversification.

08/22/2026, 4:12 AM • The Motley Fool

Google Is Getting Paid in Marvell Stock Warrants for Buying Marvell's Chips

Google negotiated an unusual deal with Marvell Technology in July 2026, receiving warrants for approximately 7% of Marvell's shares (58.9 million shares at $206.58 exercise price) as part of a custom chip agreement. Most warrants vest based on Google's discretionary purchases, with one block vesting per $500 million spent. This arrangement reflects growing leverage of major AI chip buyers over suppliers, similar to AMD's deal with OpenAI. For Alphabet, the warrant represents a small but valuable sweetener on chip spending already in the company's budget.

08/21/2026, 11:27 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