SpaceX Stock vs. Micron Stock: Buy One and Sell the Other, According to Certain Wall Street Analysts

CFRA analysts recommend selling SpaceX and buying Micron. SpaceX, despite dominating the space industry with reusable rocket technology and Starlink's 12 million subscribers, trades at an expensive 88x sales valuation with a sell target of $115 (12% downside). Micron benefits from severe memory chip supply shortages with DRAM and NAND prices up 90-110% annually, posting 345% revenue growth and 1,215% earnings surge, with a buy target of $1,500 (76% upside) and expected 115% annual sales growth through fiscal 2027.

07/18/2026, 4:12 AM • The Motley Fool

SpaceX Stock Is Down 45% From Its Peak. Should Investors Buy the Dip or Run for the Hills?

SpaceX stock has declined 45% from its peak of $225.64 to $125, despite strong revenue growth projections and expansion into AI infrastructure. While Wall Street forecasts revenue could double to $39.2B in 2026 and reach $72.7B in 2027, the company trades at a P/S ratio of 88—14 times higher than the Nasdaq-100. Even accounting for future growth, SpaceX remains significantly overvalued and unprofitable, suggesting further downside risk.

07/18/2026, 4:11 AM • The Motley Fool

Etsy vs. Wayfair: Which Consumer Stock Is a Better Buy in 2026?

Etsy and Wayfair represent different e-commerce strategies in the discretionary spending market. Etsy maintains profitability with a 5.7% net margin and asset-light model, while Wayfair generates higher revenue ($12.5B vs $2.9B) but remains unprofitable with a -2.5% net margin. The article recommends Etsy for conservative investors seeking steady cash flow and Wayfair for aggressive investors betting on housing market recovery.

07/17/2026, 10:07 PM • The Motley Fool

Stock Market Today, July 17: Stocks Slide as Semiconductor Rout Deepens

Major stock indices declined on July 17, 2026, as a semiconductor sell-off deepened amid geopolitical tensions and concerns about AI spending sustainability. The Nasdaq fell 1.40%, S&P 500 dropped 1.01%, and Dow Jones slipped 0.77%. Travelers Companies surged 9% on strong earnings, while chip stocks including Nvidia, AMD, and Intel tumbled. The PHLX Semiconductor Index has fallen over 13% in the past month despite being up 63% year-to-date.

07/17/2026, 5:13 PM • The Motley Fool

Archer Aviation vs. AST SpaceMobile: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace technology stocks: Archer Aviation, developing electric vertical takeoff and landing aircraft for urban air mobility, and AST SpaceMobile, building a space-based cellular broadband network. While Archer faces regulatory certification hurdles and slower revenue generation, AST SpaceMobile shows stronger revenue growth trajectory and competitive moats through partnerships with major telecom operators. The analyst recommends AST SpaceMobile as the better buy for 2026 due to its faster path to profitability and established partnerships, despite higher capital expenditures.

07/17/2026, 4:03 PM • The Motley Fool

SpaceX vs. AST SpaceMobile: Which Space Stock Will get Your Portfolio Into Orbit in 2026?

SpaceX and AST SpaceMobile are competing in the satellite communications space with different business models. SpaceX dominates rocket launches and operates Starlink with 10.3 million subscribers but faces massive capital requirements and negative free cash flow of -$14 billion in FY 2025. AST SpaceMobile is building a direct-to-device cellular network with partnerships from major carriers and expects profitability by 2027, though it currently has negative free cash flow of -$1.1 billion. The article recommends AST SpaceMobile as the better 2026 buy due to its more focused business plan and earlier path to profitability.

07/17/2026, 3:19 PM • The Motley Fool

2 Stocks to Buy in the Chip Stock Sell-Off

Following a chip stock sell-off on July 13 due to geopolitical tensions, the article recommends two semiconductor stocks for long-term investors: Nvidia, trading at attractive valuations relative to its GPU market dominance and AI infrastructure growth potential, and Marvell Technology, a leading ASIC maker positioned to benefit from increasing demand for custom AI chips from hyperscalers like Amazon and Alphabet.

07/17/2026, 11:30 AM • The Motley Fool

Why Alphabet Stock Dropped on Friday

Alphabet's stock fell 2% after Bloomberg reported that its Gemini 3.5 Pro AI model is months behind schedule and lagging competitors in coding ability. The company is struggling to balance multiple stakeholder demands while facing government oversight, and despite massive capital investments approaching $187 billion this year, investors are concerned about the lack of competitive progress in the AI race against OpenAI and Anthropic.

07/17/2026, 11:21 AM • The Motley Fool

SpaceX Delayed Its Starship Launch and the Stock Fell Below Its IPO Price. One of Those Things Matters. The Other Doesn't.

SpaceX's stock fell below its $135 IPO price following a Starship launch delay, but the article argues the delay itself is unlikely to materially impact the company's long-term investment thesis. The stock decline is attributed more to thin trading float (only 4% of shares trade publicly), AI sector sell-offs, and pending lock-up expirations rather than the business fundamentals. Near-term revenue drivers like Starlink and AI compute deals remain unaffected by the delay.

07/17/2026, 10:15 AM • The Motley Fool

Former Berkshire Hathaway CEO Warren Buffett Just Said 3 Words That Could Add Some Serious Fuel to the AI Trade

Warren Buffett revealed he personally initiated Berkshire Hathaway's significant investment in Alphabet, adding over $20 billion to the position in 2025. Buffett expressed regret for not buying earlier and highlighted Alphabet's strong returns on capital and diverse business portfolio as reasons for the investment, signaling cautious optimism toward AI despite concerns about massive capital expenditures required for AI infrastructure.

07/17/2026, 10:05 AM • The Motley Fool

Financial Analytics Market Worth $36.10 Billion by 2035 as AI and Predictive Analytics Transform Enterprise Finance | Research by SNS Insider

The global financial analytics market is projected to grow from $12.15 billion in 2025 to $36.10 billion by 2035, driven by AI adoption, cloud computing, and predictive analytics. North America leads with 35% market share, while Europe and Asia Pacific show strong growth potential. Large enterprises dominate, but SMEs are expected to grow fastest due to affordable cloud-based solutions.

07/17/2026, 9:30 AM • GlobeNewswire

Greg Abel Sees AI-Powered Growth Ahead for This Berkshire Hathaway Subsidiary. Can This Catalyst Help the Conglomerate Outperform in the AI Era?

Berkshire Hathaway Energy is positioning itself to capitalize on growing electricity demand from AI data centers. CEO Greg Abel noted that the subsidiary is already supplying 8% of its Iowa electricity production to AI data centers, with potential for 50%+ growth over five years. However, while the opportunity is real, AI currently represents only about 4% of U.S. electricity consumption, limiting its significance as a core growth driver for the conglomerate.

07/17/2026, 9:04 AM • The Motley Fool

VOO vs. VTI: If a Bear Market Is Coming, Here's Which One I'm Stocking Up On

The article compares two Vanguard ETFs—VOO (S&P 500) and VTI (Total Stock Market)—as potential bear market hedges. While both track broad U.S. stock markets with similar top holdings, VTI offers slightly better diversification with lower tech concentration (35% vs 40%), making it potentially less vulnerable to AI sector volatility. However, VOO has outperformed recently due to tech strength.

07/17/2026, 7:30 AM • The Motley Fool

The Trade Desk Has Fallen 76% This Year: Here's What Investors Should Know

The Trade Desk's stock has plummeted 76% in 2026 due to slowing growth expectations, intense competition from Amazon's DSP, a public dispute with Publicis, management turnover, and macro headwinds. While trading at historically cheap valuations (6x adjusted EBITDA), the company faces significant near-term and long-term challenges that must be resolved before it becomes an attractive investment opportunity.

07/17/2026, 7:30 AM • The Motley Fool

Should You Buy Alphabet Before July 22?

Alphabet is recommended as a buy ahead of its July 22 earnings report, driven by strong performance in advertising (70% of revenue, up 15% YoY) and explosive cloud growth (60% revenue increase to $20B). The company's AI assistant Gemini has captured 27.7% market share, and AI solutions are driving cloud revenue. Trading at a reasonable 25x forward earnings, Alphabet appeals to both conservative and aggressive investors as it has strong fundamentals beyond AI while benefiting from the AI boom.

07/17/2026, 4:03 AM • The Motley Fool