Why Micron Stock Popped Today

Alphabet reported strong Q2 earnings but announced increased AI capital spending of $195-205 billion annually, causing its stock to drop 6%. However, Micron stock rose 3.7% as investors recognized that Alphabet's massive spending will likely benefit memory chip suppliers like Micron, which provides high bandwidth memory and flash memory for AI infrastructure.

07/23/2026, 2:15 PM • The Motley Fool

Alphabet Just Tied Amazon’s $200 Billion Capex Guidance. Could Amazon Raise the Bar Even Higher on July 30?

Alphabet increased its 2026 capex guidance to $195-205 billion (from $180-190 billion), joining Amazon in the $200 billion spending club, though the stock fell 6% following the announcement. The article analyzes whether Amazon will similarly raise its capex guidance on July 30 earnings and discusses investor concerns about whether big tech companies can realize profits from massive AI infrastructure investments.

07/23/2026, 1:36 PM • The Motley Fool

What Is OpenAI Actually Patenting? PatentVest Pulse Analyzes OpenAI's Patent Portfolio

PatentVest released an analysis of OpenAI's 69 published patent families, revealing how the company's intellectual property strategy maps to its expansion from conversational AI into generative media, AI agents, developer platforms, and infrastructure. The report examines OpenAI's organic patents alongside acquisitions from Rain Neuromorphics and Rockset, and compares OpenAI's IP approach with competitors including Microsoft, Google, IBM, and Anthropic.

07/23/2026, 12:45 PM • GlobeNewswire

Why Alphabet Stock Crashed Today

Alphabet stock fell 6.6% despite crushing Q2 earnings expectations with $9.11 EPS (vs. $2.88 expected) and $119.8B revenue (vs. $116.5B expected). The decline was driven by investor concerns over massive AI capital investments of $195-205B this year, which have turned the company's free cash flow negative at -$5.8B in Q2, despite strong GAAP profit growth.

07/23/2026, 12:24 PM • The Motley Fool

Alphabet Just Posted a Monster Quarter. The Stock Dropped Anyway. Time to Buy the Stock?

Alphabet reported strong Q2 results with 24% revenue growth and 82% Google Cloud growth, beating estimates across the board. However, the stock fell 7% after management raised capex guidance by $15 billion to $195-$205 billion, citing heavy infrastructure investments needed to meet AI demand. Despite concerns about cash burn, the company's $514 billion backlog and forward P/E of 21.3x suggest the spending targets confirmed demand rather than speculation, potentially presenting a buying opportunity for long-term investors.

07/23/2026, 11:20 AM • The Motley Fool

1 Brilliant Dividend ETF to Build Long-Term Passive Income

The Fidelity High Dividend ETF (FDVV) is highlighted as an excellent choice for building passive income, offering a 2.6% dividend yield and 13.3% annualized returns since 2016. The fund combines high-yield blue-chip stocks like Coca-Cola and Procter & Gamble with growth-oriented megacap tech holdings, while maintaining a low 0.15% expense ratio and affordable $62 share price.

07/23/2026, 8:30 AM • The Motley Fool

Oracle's Stock Crash Has Cost Larry Ellison $213 Billion in 10 Months. Should Investors Buy the Dip?

Oracle's stock has plummeted over 50% from its peak as investors question the company's aggressive AI data center spending strategy. Despite strong cloud infrastructure demand and a record $638 billion in remaining performance obligations, concerns about capital expenditure returns and a credit downgrade to near-junk status have rattled the market. For long-term investors, the sell-off may present an opportunity, though near-term sentiment remains challenged.

07/23/2026, 8:20 AM • The Motley Fool

Is IonQ Stock a No-Brainer Buy? Here's What History Says.

IonQ's trapped-ion quantum computing technology offers competitive advantages, but the company faces significant challenges as a cash-burning startup competing against tech giants and other quantum computing firms. With $272 million in operating losses, dependence on outside capital, and 15% share dilution in the past year, history suggests IonQ should be treated as a speculative investment rather than a no-brainer buy.

07/23/2026, 5:26 AM • The Motley Fool

Billionaire Ken Griffin of Citadel Dropped a Can't-Miss, 2-Word Reality Check on the AI Revolution

Citadel founder Ken Griffin called AI a 'hype' bubble, stating that $500 billion in AI investments are being driven by exaggeration rather than proven value. While acknowledging that broad technology spending benefits the economy, Griffin warned that AI optimization remains years away, similar to past tech bubbles like the dot-com era. He suggests the AI revolution will take much longer to mature than Wall Street currently expects.

07/23/2026, 5:06 AM • The Motley Fool

Alphabet Just Delivered 82% Cloud Growth. Why It Wasn't Enough

Alphabet reported strong Q2 earnings with 82% Google Cloud revenue growth to $24.8B and overall revenue up 24% to $119.8B. However, the stock fell after-hours as investors focused on the company's massive capital expenditure increase of $15B to $195-205B annually. Alphabet reported negative free cash flow of $5.8B for the first time as a public company, with expectations for continued negative FCF due to AI infrastructure spending.

07/22/2026, 8:17 PM • The Motley Fool

Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

07/22/2026, 3:30 PM • The Motley Fool

Alphabet Reports Q2 Results After the Bell Today. The Number That Decides the Stock Isn't Revenue or Earnings -- It's Capex.

Alphabet reports Q2 earnings after market close, with capital expenditures being the key metric investors should watch rather than revenue or earnings. The company raised 2026 capex guidance to $180-190 billion in April, requiring spending to accelerate significantly from Q1's $35.7 billion. The critical question is whether AI infrastructure spending translates into proportional growth, particularly in Google Cloud which grew 63% YoY with a $460 billion backlog. Stock reaction will depend on whether capex guidance holds steady while cloud growth continues, or if another guidance raise without matching growth signals rising AI costs.

07/22/2026, 1:25 PM • The Motley Fool

Stock Market Midday, July 22: Markets Brace for Alphabet Earnings as Hyperscaler's AI Debt Comes Into Focus

Markets showed mixed performance on July 22, 2026, with tech stocks under pressure amid concerns about massive AI infrastructure spending. Oil prices surged above $86/barrel due to Middle East tensions, fueling inflation worries. Goldman Sachs highlighted $489 billion in AI-related debt issuance this year, with hyperscalers accounting for 40%. Investors await Alphabet and Tesla earnings after hours to assess whether intensive AI spending is translating to revenue growth.

07/22/2026, 12:19 PM • The Motley Fool

What History Says About Stocks That Join the Nasdaq-100 and What It Means for SpaceX

SpaceX was added to the Nasdaq-100 on July 7, 2026, and initially dropped 17% in its first 10 days, following historical patterns where most new index additions decline in their first week. However, historical data shows stocks added to the Nasdaq-100 typically gain 3.6% after one month and 6.3% after three months. SpaceX's long-term prospects depend on capturing its $26.5 trillion addressable market in AI infrastructure, with potential revenue from computing capacity deals with Alphabet, Anthropic, and the Department of Defense, though the company faces significant capital expenditure requirements and already substantial losses.

07/22/2026, 11:10 AM • The Motley Fool

Should You Buy SpaceX Stock Before Aug. 4?

SpaceX stock has plummeted 45% from its post-IPO peak despite strong fundamentals in satellite internet and AI infrastructure. While the company's Q2 earnings report on Aug. 4 may show impressive growth from new AI deals worth billions monthly, the stock remains heavily overvalued with a P/S ratio of 83.7—13 times higher than the Nasdaq-100. Analysts recommend a long-term investment horizon of at least five years rather than expecting an immediate recovery from the earnings report.

07/22/2026, 10:05 AM • The Motley Fool