Should You Buy Alphabet Stock Before the Huge Investor Update?

Alphabet's AI business is experiencing strong growth, but the company's core search business faces ongoing challenges. The article examines whether investors should buy Alphabet stock ahead of an upcoming investor update on October 28, 2026.

10/22/2026, 9:00 PM • The Motley Fool

Why a Merger With Tesla Could Be a Disaster for SpaceX

The article argues that a potential merger between SpaceX and Tesla would be detrimental to SpaceX investors. Tesla's valuation appears inflated at $1.53 trillion with a P/E ratio of 200, driven almost entirely by unproven future products like Optimus robots and full self-driving capabilities. Meanwhile, Tesla's core automotive business shows flat revenue growth and declining deliveries. SpaceX, which is experiencing rapid growth from its AI infrastructure business and profitable Starlink division, would overpay for Tesla's bloated valuation. The author recommends SpaceX investors reject the merger unless Tesla's price decreases or it demonstrates financial success with its autonomy products.

10/22/2026, 9:00 PM • The Motley Fool

Google Is Paying SpaceX $11 Billion a Year for Compute. Here's the Concentration Risk Nobody Is Pricing In.

Google has agreed to pay SpaceX $11 billion annually through 2029 for access to approximately 110,000 GPUs to expand its cloud infrastructure and keep pace with competitors. While the deal quickly resolves Google's GPU bottleneck, it exposes concentration risks by funding xAI as a potential future competitor, reinforcing Nvidia's market dominance, and creating dependency on centralized infrastructure that could face disruption.

10/22/2026, 3:50 PM • The Motley Fool

Harvard's Endowment Has 75% of Its Stock Portfolio in 5 AI Stocks. Genius Move or Dangerous Trap?

Harvard's $68 billion endowment has concentrated 75% of its public equity portfolio in five AI-focused stocks: SpaceX (52%), TSMC (8%), Cerebras (6%), Amazon (5.5%), and Alphabet (4%). While this concentration appears risky, it represents only about 3% of the total endowment. The article analyzes each holding's growth potential in AI infrastructure, cloud computing, and space technology.

10/22/2026, 3:45 PM • The Motley Fool

The Stock Market Sounds an Alarm for the First Time in Nearly 27 Years. Here Is What History Says the S&P 500 Will Do Next.

The S&P 500's CAPE ratio has climbed above 40 for the first time since the dot-com bubble, signaling historically expensive valuations. While the Buffett indicator also suggests overvaluation, today's market differs from the late 1990s because major companies like Microsoft, Alphabet, Amazon, and Nvidia are highly profitable. Rather than predicting an imminent crash, investors should reassess portfolio risk, trim AI/speculative tech exposure, and focus on blue-chip stocks with strong fundamentals and cash flow generation.

10/22/2026, 3:00 PM • The Motley Fool

Better Buffett Stock: Alphabet vs. Apple

The article compares Alphabet and Apple as investment opportunities, noting that Alphabet is taking an aggressive AI-first approach with $200 billion in data center spending, while Apple is adopting a more conservative strategy by licensing Google's Gemini model. Alphabet trades at 22x forward earnings versus Apple's 36x, making it significantly cheaper. The author recommends Alphabet as the better buy due to its lower valuation and stronger AI positioning, despite Apple's more cash-conservative business model.

10/22/2026, 2:45 PM • The Motley Fool

Bronstein, Gewirtz & Grossman LLC Urges Alphabet Inc. Investors to Act: Class Action Filed Alleging Investor Harm

A class action lawsuit has been filed against Alphabet Inc. alleging that the company made false and misleading statements regarding Gemini 3.5 Pro, claiming the AI model delivered disappointing training results and would face significant launch delays. The lawsuit covers investors who purchased Alphabet securities between May 19, 2026 and July 16, 2026. Investors have until December 1, 2026 to request lead plaintiff status.

10/22/2026, 1:00 PM • GlobeNewswire

Canada 5G Device Market - Size, Trends, Strategic Insights, and Forecasts (2026-2031) | USD 15.2 Billion Opportunity Fueled by 5G Advanced, FWA, and Enterprise IoT

Canada's 5G device market is projected to grow from USD 10.0 billion in 2026 to USD 15.2 billion by 2031 at a CAGR of 8.7%, driven by mid-band spectrum deployment, 5G-Advanced technology, fixed wireless access, and enterprise IoT adoption. Key growth drivers include spectrum rollout, regulatory competition measures, rural connectivity initiatives, and carrier innovation, though supply chain dependencies and delayed spectrum availability in some markets present challenges.

10/22/2026, 12:00 PM • GlobeNewswire

Elon Musk Predicts SpaceX Could Reach $1 Trillion in Annual Revenue Run Rate by Year-End 2027. Here's What Needs to Happen.

Elon Musk claims SpaceX could achieve a $1 trillion annualized revenue run rate by December 2027, driven by rapid expansion of AI infrastructure. The company's AI division grew 830% year-over-year to $7.6 billion in Q3, now representing 52% of total revenue. To reach this ambitious target, SpaceX would need to expand compute capacity to 15 gigawatts and significantly increase revenue productivity per gigawatt, while also tripling revenue from its Starlink and Space divisions.

10/22/2026, 11:00 AM • The Motley Fool

Investors Are Rotating Out of Tech Funds. How to Know if You Should Do the Same

U.S. tech funds experienced $5.21 billion in net outflows during the week ended Oct. 14, as investors rotate holdings due to concerns about AI infrastructure debt financing, higher borrowing costs, and tech valuations. However, the article advises that this rotation doesn't signal the end of tech's long-term prospects. Before selling, investors should evaluate whether tech holdings still align with their financial goals and risk tolerance, considering gradual rebalancing rather than panic selling.

10/22/2026, 10:45 AM • The Motley Fool

SpaceX Just Became an AI Company. The Numbers Prove It.

SpaceX's AI segment (called 'super intelligence') generated $7.6 billion in Q3 revenue, up 830% year-over-year, becoming the company's largest revenue source at over 50% of sales. The segment turned profitable with $431 million in operating income after losing $1.26 billion last quarter, driven by cloud services agreements with Alphabet and Anthropic, plus the Cursor acquisition contribution of $608 million in just 6.5 weeks.

10/22/2026, 10:20 AM • The Motley Fool

Nvidia, Apple, Alphabet, Microsoft, and Amazon Now Make Up 30.8% of VOO and 49.2% of VUG. Here's a Better Low-Cost Vanguard ETF to Buy Now.

Five mega-cap tech stocks (Nvidia, Apple, Alphabet, Microsoft, Amazon) represent nearly 31% of the S&P 500 ETF and 49% of the Growth ETF, creating significant concentration risk. The article recommends the Vanguard Morningstar Total Stock Market ETF (VTI) as a better alternative, offering broader diversification across the entire U.S. stock market while maintaining the same ultra-low 0.03% expense ratio.

10/22/2026, 9:45 AM • The Motley Fool

Bloom Energy vs. Constellation Energy: Which AI Power Stock Is the Better Buy?

As AI data centers demand massive amounts of reliable power, both Bloom Energy and Constellation Energy are positioned to benefit. Bloom Energy manufactures solid-oxide fuel cells that can be deployed in months, while Constellation Energy operates the largest U.S. nuclear fleet and has secured major PPAs with tech giants. Bloom offers aggressive growth potential but trades at a premium valuation (45x forward EPS), while Constellation provides stability and a dividend at a more reasonable valuation (19x forward EPS).

10/22/2026, 9:45 AM • The Motley Fool

What Happens to AI Stocks if the Fed Hikes Rates Again?

The Federal Reserve raised rates in September and investors expect at least one more hike before year-end. Rising interest rates negatively impact AI stocks through two mechanisms: reduced present value of future earnings for growth companies and increased borrowing costs for expensive AI infrastructure buildouts. Well-capitalized companies like Nvidia and Alphabet are minimally vulnerable, while less profitable companies dependent on debt financing like CoreWeave face greater pressure.

10/22/2026, 7:17 AM • The Motley Fool

Prediction: This Is How Much SpaceX Stock Will Be Worth By the End of 2027

SpaceX reported blowout Q3 earnings with $14.6B revenue (161% YoY growth) and $4.4B net income. The AI division generated $7.6B in revenue with 830% YoY growth and turned profitable. The analyst predicts SpaceX stock could reach $360 by end of 2027 (122% upside) based on planned AI compute capacity expansion to 13-20 GW and potential $250B+ annualized revenue run rate.

10/22/2026, 6:30 AM • The Motley Fool