2 Stocks That Will Cash In When Anthropic Goes Public

Amazon and Alphabet are positioned to benefit significantly from Anthropic's potential IPO, which could value the AI company at roughly $2 trillion. Both companies hold minority stakes in Anthropic and have major compute infrastructure deals with the company. Amazon recognized a $53.4 billion gain from its Anthropic investment in Q2 2026, while Alphabet holds approximately 14% of Anthropic and benefits from growing Google Cloud and TPU demand.

09/15/2026, 8:15 AM • The Motley Fool

Is SpaceX a Millionaire-Maker Stock?

SpaceX, trading near its $150 IPO price with a $2 trillion market cap, shows impressive growth driven by AI infrastructure business (33% of revenue), but faces challenges as a millionaire-maker investment. While Q2 revenue surged 92% and operating losses narrowed significantly, the stock's P/S ratio of 70 reflects high expectations already priced in. Analysts caution that AI demand sustainability remains uncertain, with 45% of fund managers viewing an AI bubble as a major market risk.

09/15/2026, 7:30 AM • The Motley Fool

The AI Company You Haven't Heard of -- But Should Keep on Your Radar

Bloom Energy, a fuel-cell technology company founded in 2001, is positioned to benefit significantly from AI infrastructure expansion. The company helps data centers obtain electricity faster by generating power on-site, addressing grid capacity constraints. After years of losses, Bloom Energy achieved profitability in early 2026 with 166% revenue growth in Q2, driven by major enterprise customers like Oracle. As data center power consumption is projected to reach 12% of U.S. electricity by 2030, Bloom Energy could become a standard supplier in the rapidly expanding data-center ecosystem.

09/15/2026, 7:15 AM • The Motley Fool

Teaching Old Apps New Tricks with Advanced Conversational AI

Jitterbit announced new conversational AI capabilities for its App Builder that enable organizations to embed AI agents directly into applications, eliminating front-end coding and reducing enterprise AI deployment time. The company also introduced a Management AI Assistant in beta for platform administrators and expanded its Jitterbit Marketplace with new autonomous AI agents across sales, marketing, operations, and HR functions.

09/15/2026, 6:00 AM • GlobeNewswire

If I Were in My 20s, I'd Buy This Unstoppable Vanguard ETF and Hold It Forever

The article recommends the Vanguard S&P 500 Growth ETF (VOOG) for young investors in their 20s as a long-term buy-and-hold investment. The ETF focuses on 148 growth stocks from the S&P 500, with over 51% in technology companies. It has delivered 16.9% compound annual returns since 2010, outpacing the S&P 500's 14.2%, and could potentially double retirement savings over 40 years due to compounding.

09/15/2026, 4:26 AM • The Motley Fool

SpaceX Is Trading Near Its Opening-Day Price Again. Forecasts Say a $5,000 Investment Will Be Worth This Much in 1 Year.

SpaceX stock has returned to its opening-day price of ~$150 after a volatile ride since its June 2026 IPO. Analyst price targets range from $75 to $800, with a median target of $217 (43.5% upside potential) over the next 12 months. The company remains unprofitable but shows strong revenue growth and significant AI division investments, making it suitable only for aggressive investors.

09/15/2026, 4:02 AM • The Motley Fool

3 AI Robotics Stocks Worth Owning Over Tesla Right Now

The article argues that Tesla's valuation is heavily dependent on uncertain humanoid robot commercialization timelines and lofty valuations, making it riskier than alternatives. Instead, investors should consider Nvidia (which supplies chips to all robotics companies), Alphabet (with Google Cloud and Waymo autonomous vehicles), and Zebra Technologies (providing foundational software for robots), all trading at more attractive valuations with more certain growth catalysts.

09/15/2026, 12:15 AM • 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

Netflix Stock Rose 4% While the AI Trade Sold Off on Monday. Its Capital Goes Into Shows, Not Silicon.

Netflix stock rose 4% on Monday as AI-related stocks sold off following calls from Anthropic and OpenAI leaders to slow AI development. Unlike major AI infrastructure spenders like Alphabet, Netflix invests primarily in content ($9.9B in H1 2026) rather than capital equipment ($415M), generating strong free cash flow of $12.5B expected for 2026. However, the stock remains down 36% from its 52-week high due to slowing revenue growth.

09/14/2026, 3:27 PM • The Motley Fool

Why ASML Stock Is Falling Today

ASML stock fell 6.2% on September 14, 2026, after AI executives including Anthropic CEO Dario Amodei called for slowing the development of advanced AI models. Since ASML manufactures chip-making equipment essential for AI processors, slower AI development could reduce demand for their systems. However, the article suggests the market reaction may be overblown.

09/14/2026, 2:30 PM • The Motley Fool

Why Is Astera Labs Stock Down Today?

Astera Labs stock plunged 10.1% on September 14, 2026, after AI leaders including Anthropic CEO Dario Amodei called for a slowdown in frontier AI model development due to safety concerns. Since Astera supplies networking and connectivity hardware for AI data centers, slower AI development could reduce demand for its products.

09/14/2026, 2:25 PM • The Motley Fool

OpenAI’s Sam Altman Says an IPO Won’t Happen This Year. Should This Make You Cautious About AI Stocks, or Is It Time to Pile Into Certain AI Bargains?

OpenAI CEO Sam Altman announced the company won't go public this year, citing safety concerns around AI models as the reason. While this may cause short-term volatility in AI stocks, the article argues it's a positive sign that industry leaders are prioritizing safety and represents a buying opportunity for quality AI stocks trading at reasonable valuations.

09/14/2026, 12:05 PM • The Motley Fool

Nvidia Returned a Record $26 Billion to Shareholders. Here's Why That Matters.

Nvidia returned a record $26 billion to shareholders in fiscal Q2 2027, including a 25-fold increase in its quarterly dividend to $0.25 per share. The company plans to return at least 50% of free cash flow through buybacks and dividends going forward. With analysts projecting free cash flow to reach $441 billion by fiscal 2029, Nvidia's dividend could potentially triple over the next three years, positioning it as a compelling dividend growth stock despite strong ongoing revenue growth.

09/14/2026, 7:30 AM • The Motley Fool

The Stock Market Is Repeating a Pattern Last Seen Decades Ago -- Here's What History Says Happens Next

The current bull market is characterized by narrow leadership, with a near-record number of S&P 500 companies exhibiting negative beta—a pattern last seen during the dot-com bubble. While a handful of AI stocks have driven gains, many companies have seen prices collapse. This concentration poses risks: if the bubble pops, diversification into quality and value stocks may be necessary, though it could reduce returns if the bull market continues.

09/14/2026, 4:30 AM • 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