SpaceX Built AI Data Centers So Fast, Some Ran Without Backup Power for Months. Now It Faces a $920 Million Deadline.

SpaceX has encountered reliability issues while rapidly expanding its AI data center infrastructure, with some facilities operating without backup power and cooling systems for months. The company faces a September 30 deadline to deliver 110,000 Nvidia GPUs to Google under a $920 million/month contract. To address these challenges, SpaceX is reshuffling its data center leadership team with executives from its rocket and Starlink divisions, delaying new projects, and building an in-house turbine blade manufacturing facility to accelerate deployment timelines.

09/09/2026, 2:30 PM • The Motley Fool

Jack Henry's 2026 Outlook: Cloud-Native Platform Drives Record Core Banking Wins

Jack Henry & Associates (JKHY) receives a Superscore of 78/100, driven by record 58 core banking wins in fiscal 2026, $8.44 billion in remaining performance obligations, and 50% growth in faster-payments revenue. However, the stock trades at a stretched P/E of 22.7x, faces margin pressure from rising costs, and has limited AI differentiation. Despite current valuation concerns, analysts project 70% upside potential if the company maintains 7-8% earnings growth.

09/09/2026, 1:24 PM • The Motley Fool

Amazon Plans to Spend More Than $200 Billion on AI. Is That a Smart Move?

Amazon plans to spend $220 billion on capital expenditures in 2026, with a significant portion directed toward AI infrastructure. While this represents a massive bet on AI's future, AWS's strong 37% revenue growth and 63% operating income increase suggest customer demand justifies the investment. However, risks remain around return on investment and potential industry overcapacity, as major tech companies collectively spend $760 billion on AI capex in 2026.

09/09/2026, 9:15 AM • The Motley Fool

SEOOnly Launches to Help Businesses Navigate the Biggest Shift in Search Since Google's Founding

SEOOnly, founded by marketing entrepreneur Preeti Kennedy, has launched as a specialist search visibility firm focused on helping businesses adapt to AI-driven search and changing customer discovery patterns. The company operates exclusively on search optimization across traditional search engines and AI platforms like ChatGPT and Gemini, rather than offering SEO as one service among many.

09/09/2026, 2:47 AM • GlobeNewswire

NextEra Just Secured Up to $1.9 Billion to Restart Iowa's Only Nuclear Plant. Here's The Real Reason Why.

NextEra Energy secured a $1.9 billion Department of Energy loan guarantee to restart Iowa's Duane Arnold Energy Center nuclear plant, which was shut down in 2020 due to unfavorable economics. While public statements emphasized providing 615 megawatts of reliable baseload power, the primary driver is actually Google's massive AI data center expansion in Iowa, with Google signing a 25-year power purchase agreement for most of the plant's output.

09/08/2026, 3:05 PM • The Motley Fool

Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?

Broadcom and Marvell are leading players in the custom AI chip market, with Broadcom expected to control 60% market share by 2027 versus Marvell's 20-25%. Broadcom demonstrates significantly faster growth with AI chip revenue projected to reach $230 billion by fiscal 2028 and EPS exceeding $30, compared to Marvell's more modest 45-50% annual growth guidance. Despite Marvell's 163% stock gain in 2026, Broadcom's cheaper valuation combined with superior growth trajectory makes it the more attractive investment opportunity.

09/08/2026, 2:11 PM • The Motley Fool

Billionaire Stanley Druckenmiller Has 2 Megacap Stocks Worth Watching (Hint: His Top Holding Isn't Amazon, Alphabet, or Nvidia)

Billionaire investor Stanley Druckenmiller holds positions in Amazon and Alphabet for AI infrastructure exposure, but his largest U.S. stock holding is Natera, a genetic diagnostics company that has returned approximately 10x since his initial investment in Q3 2022. Druckenmiller sold his Nvidia position in early 2024 due to valuation concerns and now holds Taiwan Semiconductor Manufacturing as his AI semiconductor bet instead.

09/08/2026, 1:30 PM • The Motley Fool

Is Alphabet Stock Undervalued?

Alphabet's P/E ratio of 17x appears undervalued compared to the S&P 500's 25x, but this is misleading due to one-time investment gains from SpaceX holdings artificially boosting earnings. Using alternative valuation metrics like operating profit and operating cash flow, Alphabet trades at average to above-average historical levels. The stock is a reasonable investment but not a compelling buying opportunity like it was in April 2025.

09/08/2026, 12:06 PM • The Motley Fool

Billionaire David Tepper Just Bought These 2 Artificial Intelligence (AI) Stocks That Wall Street Thinks Could Soar by 50% or More

Billionaire David Tepper's hedge fund Appaloosa Management added SpaceX and CoreWeave to its portfolio in Q2, betting on their AI growth potential. While Wall Street sees 50-62% upside for both stocks, SpaceX appears overvalued at a P/S ratio of 69.1 with limited margin for error, whereas CoreWeave's P/S ratio of 5.8 seems more reasonable given its 112.5% revenue growth and $104 billion revenue backlog.

09/08/2026, 8:30 AM • The Motley Fool

Alphabet vs. Meta Platforms: Which "Magnificent Seven" Titan Has More Room to Run in September?

Alphabet and Meta Platforms are compared as advertising giants pursuing AI investments. While Meta is cheaper and growing faster, Alphabet has a more sound AI strategy with its profitable cloud computing business. Alphabet's AI path appears to be working better than Meta's open-source, non-monetizable approach, making Alphabet the better investment despite Meta's current valuation advantage.

09/08/2026, 6:15 AM • The Motley Fool

Worried About the September Effect? Here’s What History Tells Us About Investing During What’s Generally Been the Worst Month for Stocks.

The article examines the 'September Effect,' a historical pattern where the S&P 500 has declined more often in September than any other month, averaging a 1.1% decline since 1928. However, historical data from the past decade shows that investors who continued investing through September downturns were rewarded with significant gains over the medium to long term, suggesting that market timing is ineffective and investors should maintain their investment strategy regardless of seasonal patterns.

09/08/2026, 6:05 AM • The Motley Fool

Warren Buffett's Hand-Picked Successor, Greg Abel, has 68% of Berkshire Hathaway's Portfolio Invested in Just 5 Stocks. Here's My Top Pick for September.

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, maintains 68% of the portfolio in five major stocks: Apple, American Express, Coca-Cola, Alphabet, and Bank of America. Apple is highlighted as the top pick for September due to new CEO John Ternus's engineering background, upcoming product launches on Sept. 9 including AI-enhanced Siri, and the company's strong competitive moat despite trading at 36x forward earnings.

09/08/2026, 4:10 AM • The Motley Fool

The Bond Market Sell-Off Is Appearing in Earnings Reports

Rising bond yields at 20-year highs are impacting corporate earnings and stock performance. Klarna reported strong operational metrics but cut guidance due to softer consumer spending in Germany, causing a 21% stock decline. Home Depot beat expectations despite a frozen housing market but showed limited growth. The higher interest rate environment is pressuring companies reliant on consumer spending and capital-intensive AI buildouts, with hyperscaler capex expected to reach $1.2 trillion next year, increasingly funded by debt.

09/07/2026, 4:15 PM • The Motley Fool

Set a Fair Starting Line, as Favorites Can Falter

The Motley Fool illustrates the importance of equal portfolio weighting by comparing The Trade Desk, which fell from 40-fold returns to under 4-fold after Amazon undercut its pricing, with Arista Networks, which surpassed it with 40-fold returns. The article emphasizes giving every stock a fair starting position and then backing winners while retiring underperformers, rather than loading up on perceived favorites.

09/07/2026, 3:19 PM • The Motley Fool

Chewy vs. Uber Technologies: Which Consumer Stock Is a Better Buy in 2026?

The article compares Chewy and Uber Technologies as investment options for 2026. Chewy, a pet e-commerce leader with 21.3 million customers, shows steady 6% revenue growth and expanding veterinary services but faces intense competition and narrow margins. Uber, with $52 billion in revenue and strong profitability, dominates global mobility and delivery but faces regulatory risks regarding driver classification. The author recommends Uber for long-term investors due to its stronger competitive moat and profitability, despite Chewy's promising growth trajectory in pet health services.

09/07/2026, 12:25 PM • The Motley Fool