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

Dow Jones Hits Record Highs, DELL Jumps 15%: Stock Market Today

U.S. stocks reached record highs on Friday with the Dow Jones Industrial Average surpassing 50,610, driven by a powerful AI-led rally in semiconductor and PC stocks. Dell Technologies surged 15% to a record high following Morgan Stanley's price target increase citing a $43 billion AI server backlog. The S&P 500 and Nasdaq 100 are on track for their eighth consecutive weekly gain, though consumer sentiment hit a record low amid rising inflation expectations and geopolitical tensions affecting oil prices.

05/22/2026, 11:27 AM • Benzinga

Broadcom's Secret Weapon Is About to Be Unleashed

Broadcom's custom AI chip business is poised for significant growth as multiple clients' chips begin shipping. The company expects custom AI chips to become a $100 billion business by 2027, with Wall Street projecting 63% revenue growth in 2026 and 53% in 2027. While the stock trades at a high valuation (37x forward earnings), analysts believe there is substantial upside potential as the market may not fully be pricing in 2027 and beyond performance.

05/22/2026, 10:15 AM • The Motley Fool

The Trade Desk Just Waved a Red Flag, and It's not the Quarterly Results

The Trade Desk's stock has crashed 84% since late 2024 as revenue growth has decelerated from 20%+ to just 8%, with Q1 earnings missing estimates and weak Q2 guidance. Beyond the poor financials, CEO Jeff Green's lack of accountability and dismissal of serious competitive threats from Meta, Alphabet, and Amazon is concerning. The company also lost two CFOs in six months and faces a major conflict with Publicis Group over unauthorized billing.

05/22/2026, 8:30 AM • The Motley Fool

Billionaire Bill Ackman Just Dumped Alphabet Stock to Buy These Two AI Stocks. Should Investors Follow Suit?

Bill Ackman's Pershing Square fund sold 95% of its Alphabet stake to increase positions in Microsoft and Amazon in Q1. Ackman believes Microsoft's SaaS business and Azure cloud unit are undervalued, while Amazon's e-commerce and AWS operations offer strong long-term growth potential. The article analyzes whether investors should follow Ackman's portfolio moves.

05/22/2026, 5:30 AM • The Motley Fool

Nvidia's Latest AI Partner Was a Bargain Hiding in Plain Sight. Is It Still a Buy?

Corning, a 175-year-old manufacturer of fiber-optic cables, has seen its stock surge 259% in the past year due to AI demand. The company's optical communications business is experiencing accelerating growth, with Q1 2026 net income jumping 93% year-over-year. However, manufacturing capacity constraints threaten future growth, and Nvidia is helping build three new facilities. Given the lofty current valuation, investors may want to wait for a better entry point or more clarity on production constraints.

05/22/2026, 5:15 AM • The Motley Fool

The AI Token Pricing Crisis Behind OpenAI and Anthropic’s Revenue Race

OpenAI and Anthropic are experiencing rapid revenue growth, but enterprise customers are hitting budget ceilings due to soaring AI token costs. While OpenAI generated $5.7B in Q1 2026 revenue, Anthropic's annualized growth trajectory is faster. However, major customers like Uber burned through their entire 2026 AI budget in four months, forcing companies to consolidate vendors and reconsider AI spending. The crisis stems from expensive GPU infrastructure costs, though long-term hardware efficiency improvements and Google's cheaper Gemini models may eventually ease the pressure.

05/22/2026, 4:24 AM • Investing

Did New Berkshire Hathaway CEO Greg Abel Repeat Past Warren Buffett Mistakes?

Berkshire Hathaway's new CEO Greg Abel made significant portfolio changes in Q1, reducing holdings from 39 to 26 stocks and dumping positions in Amazon, Visa, and Mastercard. Abel's largest new investments were in Delta Air Lines ($2.6B) and Macy's ($55M)—both industries where Buffett has acknowledged past mistakes. However, Abel's biggest move was a $10B increase in Alphabet, which the author views favorably. The analyst expresses concern about most of Abel's moves outside of Alphabet.

05/22/2026, 12:15 AM • The Motley Fool

Audiencerate: Riccardo Fabbri wird Chief Technology Officer. Die KI-gesteuerte Phase der Plattformen für KMU und Medienagenturen beginnt

Audiencerate appoints Riccardo Fabbri, former co-founder and managing partner of Nohup (acquired by Havas in 2021), as Chief Technology Officer. Fabbri will lead AI infrastructure development integrating first-party and third-party data to support platforms for Italian SMEs (via Postel and Microsoft partnership) and media agencies (with Google DV360 integration).

05/21/2026, 6:44 PM • GlobeNewswire

Audiencerate : Riccardo Fabbri rejoint l’équipe en tant que directeur technique. Début de la phase pilotée par l’IA des plateformes pour PME et agences médias

Audiencerate Ltd announced the appointment of Riccardo Fabbri as Chief Technology Officer to lead the development of AI-powered infrastructure. Fabbri, former co-founder of Nohup (acquired by Havas in 2021), will oversee the expansion of two platforms: one for Italian SMEs in partnership with Postel and Microsoft, and another integrated with Google DV360 for media agencies worldwide, both leveraging AI and machine learning for data activation and audience modeling.

05/21/2026, 6:44 PM • GlobeNewswire

Samba TV Launches Project Gravity, an Independent Data Activation Platform for the Agentic Era

Samba TV announced Project Gravity, an independent platform for onboarding and activating first-party data across major advertising platforms including Google DV360, The Trade Desk, Meta, TikTok, and Amazon. The platform leverages Samba's Identity Graph for real-time identity resolution and AI-driven audience modeling, designed to support the emerging agentic advertising era where AI agents make rapid media buying decisions.

05/21/2026, 6:00 PM • GlobeNewswire

Why Investors May Be Paying for Illiquidity Instead of Being Compensated for It

The article challenges the traditional view that investors earn an illiquidity premium in private markets. Instead, it argues that investors may be paying for smoother, less volatile return reporting rather than being compensated for illiquidity. Private market valuations rely on appraisal-based inputs rather than continuous market pricing, creating artificially smooth returns that reduce visible volatility and encourage better investor behavior, though underlying economic risks remain unchanged.

05/21/2026, 5:06 PM • Investing

Why Applied Digital Stock Soared Today

Applied Digital announced another major 15-year lease agreement worth approximately $7.5 billion with a hyperscaler for its Polaris Forge 3 data center site, covering 300 MW of AI computing capacity. The deal brings the company's total contracted lease revenue to $31 billion across four campuses, with operations expected to begin in August 2027. The stock surged 21.68% on the announcement.

05/21/2026, 4:04 PM • The Motley Fool