The AI Stock I'm Buying for My Retirement Portfolio -- and Why It Has Nothing to Do With Hype

Alphabet is highlighted as a top AI stock for long-term retirement investing due to its full-stack AI capabilities, strong revenue growth across multiple business segments (Google Search +19% YoY, Google Cloud +63% YoY), and competitive positioning. Despite massive capex spending of $180-190 billion in 2026, the company's valuation remains reasonable at 27x forward earnings with a PEG ratio below 0.7.

05/24/2026, 4:23 AM • The Motley Fool

2 Stocks With Monster Potential to Hold Through the Next Decade of Uncertainty

Alphabet and Taiwan Semiconductor Manufacturing (TSMC) are positioned as top long-term AI investment opportunities. Alphabet benefits from its custom chip design (TPUs), dominant distribution through Chrome and Android, and monetization advantages via its ad network. TSMC, as the primary manufacturer of advanced logic chips for all major chip designers, is positioned to win regardless of which AI chip technology prevails.

05/23/2026, 9:30 PM • The Motley Fool

This Tech Stock Pays a Growing Dividend and Rides Every AI Tailwind. What's Not to Like?

Broadcom stands out as a rare AI stock that combines strong growth with dividend payments. The company benefits from two major AI trends: surging demand for custom AI processors (up 140% in Q1) and data center networking equipment (up 60%). With 77% gross margins and a 15-year dividend growth streak, Broadcom can fund both shareholder returns and R&D. However, its P/E ratio of 81 is significantly higher than the tech sector average of 36.

05/23/2026, 8:30 PM • The Motley Fool

37.4% of Berkshire Hathaway's $330 Billion Portfolio Is Parked in 3 Artificial Intelligence (AI) Stocks

Despite not chasing trends, Berkshire Hathaway has over one-third of its $330 billion portfolio invested in three AI-focused stocks: Apple (20.7% weighting), Alphabet (6.8% weighting), and Coca-Cola. Under new CEO Greg Abel, Berkshire nearly tripled its Alphabet position in Q1 2026. All three companies are leveraging AI to enhance their core businesses—Apple through Apple Intelligence features, Alphabet through AI-enhanced Google Search generating record revenue, and Coca-Cola through AI-driven product development and cloud partnerships.

05/23/2026, 2:30 PM • The Motley Fool

Billionaire Chase Coleman Just Increased His Stake in These 3 Top Semiconductor Stocks. Are They Still Buys?

Billionaire hedge fund manager Chase Coleman increased his positions in three major semiconductor stocks during Q1: Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing (TSMC). The article analyzes why these companies remain solid buys, highlighting Nvidia's dominance in AI infrastructure, Broadcom's leadership in custom AI chips, and TSMC's critical role as the world's leading chip foundry benefiting from increased AI demand.

05/23/2026, 12:15 PM • The Motley Fool

This "Magnificent Seven" Stock Is the Worst Performer of 2026. Is It Finally a Buy?

Microsoft is the worst-performing Magnificent Seven stock in 2026, down 13% despite accelerating business fundamentals. The company's fiscal Q3 revenue grew 18% with AI products generating a $37 billion annual run rate, but massive capital expenditures ($190 billion expected in 2026) are pressuring margins. Trading at a relatively low forward P/E of 22, Microsoft may offer value for long-term investors willing to tolerate near-term risks from its costly AI infrastructure build-out.

05/23/2026, 12:03 PM • The Motley Fool

Litecoin Has Been Around Since 2011 -- Here's Why It's Still Relevant

Litecoin, launched in 2011, has seen its price decline significantly but remains relevant in the crypto market. Despite trading at $54 compared to its $412.96 all-time high, the cryptocurrency offers faster transaction times than Bitcoin, serves as a testbed for Bitcoin upgrades, and benefits from merge mining with Dogecoin. Analysts suggest it could attract value-seeking investors as a cheaper alternative to Bitcoin.

05/23/2026, 10:30 AM • The Motley Fool

Berkshire Hathaway Energy Could Be a Quiet Star of the Greg Abel Era

Under new CEO Greg Abel, Berkshire Hathaway Energy remains a reliable cash cow for the conglomerate, generating $1.1 billion in Q1 2026 operating earnings. The utility business provides stable, consistent profits regardless of economic conditions and is positioned to benefit from growing AI data center power demands. With $400 billion in idle cash, Berkshire may increasingly invest in expanding this proven business.

05/23/2026, 7:31 AM • The Motley Fool

The AI Stock Built for Investors Who Don't Want to Trade -- Just Compound

Alphabet is positioned as a strong AI investment for long-term compounding, with Q1 operating income jumping 30% and Search revenue growing at its fastest rate in four years. The company has reduced AI response costs by 30% through hardware and engineering improvements, while Google Cloud operating profit surged 203% year-over-year. However, the company's heavy reliance on advertising revenue (70%) presents vulnerability during economic downturns.

05/23/2026, 7:15 AM • The Motley Fool

A Quiet Trim From LEVIN — O-I Glass Faces Bigger Questions

LEVIN Capital Strategies sold 670,374 shares of O-I Glass (worth $9.23 million) in Q1 2026, reducing its stake to 0.84% of AUM. The stock has declined 33.5% over the past year as the company faces structural headwinds from glass being heavier and more expensive to ship than alternatives like aluminum or plastic, combined with a heavy debt load.

05/23/2026, 7:05 AM • The Motley Fool

SpaceX IPO Vs. Tesla 2010: Different Era, Same Hype?

SpaceX is preparing for a record-breaking IPO with a potential $1.5-2 trillion valuation, planning to raise up to $75 billion. The company aims to revolutionize AI infrastructure by launching orbital data centers powered by cheap solar energy and Starlink connectivity. However, SpaceX remains unprofitable and its ambitious plans are largely theoretical. The IPO could trigger significant market revaluation, with potential feedback loops affecting the broader tech sector and S&P 500 index concentration.

05/22/2026, 2:17 PM • Benzinga

There's a Part of AI That Nvidia Can't Monopolize -- and This Stock Owns It

Broadcom is positioned to capitalize on hyperscalers' shift toward custom AI chips and networking infrastructure, reducing their dependence on Nvidia. The company benefits from partnerships with Meta and Alphabet for custom processors, Ethernet-based networking solutions, and enterprise AI software through its VMware acquisition. However, Broadcom faces concentration risk with six major customers and trades at a premium valuation.

05/22/2026, 2:17 PM • The Motley Fool

SpaceX Scarcity Trade Risks Turning a Great Company Into a Bad Entry

SpaceX's anticipated Nasdaq IPO at a $1.75 trillion valuation presents both significant opportunity and hype-driven risks. While the company has strong fundamentals in Starlink (61% of 2025 revenue), reusable launch systems, and government contracts, investors must contend with heavy AI losses ($4.9B loss on $18.7B revenue in 2025), governance risks from Elon Musk's control, and a valuation that assumes successful execution across multiple difficult fronts including Starship development and AI infrastructure profitability.

05/22/2026, 2:01 PM • Investing

Nvidia Powers 52% Of Sovereign AI Projects — So Who's Really Sovereign?

A Center for a New American Security report reveals that Nvidia supplies GPUs for 52% of all tracked sovereign AI infrastructure projects worldwide. While governments pursue AI sovereignty to reduce foreign dependence, the research shows that most sovereign AI initiatives still rely heavily on U.S. technology companies, particularly Nvidia, across the compute stack. This creates a paradox where technological independence efforts remain dependent on American suppliers.

05/22/2026, 1:16 PM • Benzinga

Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms

Nvidia delivered strong Q1 fiscal results with $81.6 billion in revenue (up 85% YoY) and beat earnings expectations, driven by surging data center demand. The company raised its dividend and authorized $80 billion in share buybacks. However, supply constraints on memory chips may limit future growth, with CEO Jensen Huang noting the VeraRubin system will remain supply-constrained despite strong demand.

05/22/2026, 12:24 PM • Benzinga