Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.

While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.

09/01/2026, 2:15 PM • The Motley Fool

Google Just Locked Up the Largest Geothermal Power Deal Ever Made.

Fervo Energy signed a massive geothermal power deal with Google to supply 396 MW of electricity from its Cape Station project in Utah starting in 2028, with an option to expand to 1 GW by mid-2030. The agreement addresses the critical need for reliable, clean power to support AI data center expansion and validates Fervo's enhanced geothermal technology model.

09/01/2026, 2:12 PM • The Motley Fool

What Is a Small Modular Reactor, and Why Is Big Tech Signing Multi-Decade Deals for Them?

Small modular reactors (SMRs) are compact nuclear reactors producing up to 300 MWe per unit, much smaller than conventional plants. Major tech companies including Google, Amazon, and Oracle are signing multi-decade deals for SMR capacity, driven by rising power demands from cloud infrastructure and AI markets. Key SMR producers NuScale, Oklo, and GE Vernova are positioned to benefit from this growing demand.

09/01/2026, 1:30 PM • The Motley Fool

Google Gemini Optimisation: What Brands Should Do to Get Recommended as AI Mode Passes 1 Billion Users

Google's AI Mode has surpassed 1 billion monthly users with queries doubling quarterly. Azoma outlines how brands can improve product visibility in Gemini recommendations, which draws 41% from retailers, 37% from earned media, 15% from brand websites, and 7% from user-generated content. Unlike paid search, Gemini recommendations depend on presence across cited sources rather than paid placement.

09/01/2026, 12:45 PM • GlobeNewswire

Amazon vs. Shopify: Which Consumer Stock Is a Better Buy in 2026?

The article compares Amazon and Shopify as investment options for 2026. Amazon dominates with $716.9B in revenue and a 10.8% net margin but faces regulatory scrutiny and plans $200B in capex spending for AI infrastructure. Shopify, growing at 30.1% annually with zero debt and $2B in free cash flow, is positioned as the higher-growth, lower-risk alternative. The author recommends Shopify for investors seeking high rewards with relatively low risk.

09/01/2026, 12:29 PM • The Motley Fool

Sundar Pichai Says Alphabet's AI Overviews Now Reach 2.5 Billion Monthly Users as Ad Revenue Hit $82 Billion. Does That Scale Justify Spending Up to $205 Billion on AI Infrastructure This Year?

Alphabet is investing up to $205 billion in AI infrastructure in 2026, building on $91 billion spent in 2025. The company's AI initiatives have reached 2.5 billion monthly users through Google Search's AI Overviews and generated $82 billion in ad revenue. Google Cloud revenue surged 82% year-over-year to $25 billion in Q2 2026. Despite taking on $114 billion in debt, Alphabet maintains positive free cash flow of $53 billion over the trailing 12 months, positioning it competitively ahead of peers like Amazon and Meta in the AI infrastructure race.

09/01/2026, 11:37 AM • The Motley Fool

SpaceX Is Spending $18.4 Billion a Quarter. Should Investors Be Worried?

SpaceX's quarterly capital expenditures of $18.4 billion raise questions about investor returns, but the spending is primarily directed toward AI infrastructure ($15.8 billion) and other growth initiatives. With 247% year-over-year AI revenue growth and payback periods under a year, the investments appear justified for now. However, investors should monitor whether SpaceX can maintain attractive returns as competition in data center infrastructure intensifies and the company's $1.9 trillion valuation leaves little room for mediocre returns.

09/01/2026, 10:20 AM • The Motley Fool

Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now

Nebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.

09/01/2026, 10:15 AM • The Motley Fool

New Anaqua Report Reveals Surge in AI Semiconductor Patent Filings

A new Anaqua report analyzing 713,755 semiconductor patents reveals AI-related semiconductor patents grew 114% over five years, nearly double the 78% growth of overall semiconductor patents. The analysis shows AI is now the primary driver of semiconductor innovation across chip architecture, GPUs, and inference processors, with major players like Samsung, IBM, Intel, and Chinese entities leading in different AI-chip categories, while hyperscalers like Google and Microsoft increasingly design custom chips.

09/01/2026, 9:00 AM • GlobeNewswire

If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

With the S&P 500 trading at historically high valuations (CAPE ratio of 41.8), the article identifies SpaceX and Datadog as two growth stocks that could be vulnerable to sharp corrections if market turmoil occurs. SpaceX trades at a P/S ratio of 83 despite strong AI business potential, while Datadog's P/S ratio of 21.8 is elevated compared to peers, making both susceptible to downside risk in a market downturn.

09/01/2026, 7:20 AM • The Motley Fool

Billionaire Stanley Druckenmiller Kicked Micron to the Curb in the Second Quarter in Favor of an AI Superstar That's Gained 13,700% Since Its IPO

Billionaire Stanley Druckenmiller's Duquesne Family Office sold 23,400 shares of Micron Technology in Q2 after the stock nearly quadrupled, citing profit-taking on the cyclical memory and storage stock. Simultaneously, Druckenmiller repurchased 336,300 shares of Alphabet, betting on the company's explosive AI growth, particularly Google Cloud's 82% year-over-year sales growth driven by generative AI capabilities.

09/01/2026, 7:06 AM • The Motley Fool

MEXC Reports Storage and Memory Stock Futures Dominated Trading During Big Tech Earnings Season

During the July-August 2026 U.S. tech earnings season, MEXC data shows storage and memory stocks dominated trading activity at 67.3%, with SK Hynix and Samsung earnings reports triggering significant volume spikes across related assets. Trading peaked outside earnings days for 60% of major tech companies tracked, with SK Hynix reaching peak volume 13 days after earnings following a major capital investment announcement.

09/01/2026, 6:00 AM • GlobeNewswire

Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by Paring Down Bank of America and Making a Virtual Monopoly Berkshire's No. 3 Holding

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, has made significant portfolio changes in his first year. He has systematically reduced Bank of America holdings over eight consecutive quarters (down 53% cumulatively) due to valuation concerns and interest rate sensitivity. Simultaneously, Abel has aggressively increased Alphabet (Google) holdings to $17 billion in Q2, making it Berkshire's third-largest position, driven by the company's dominant search market share and strong AI growth potential in Google Cloud.

09/01/2026, 5:06 AM • The Motley Fool

If You'd Invested $5,000 in the Vanguard S&P 500 ETF (VOO) a Decade Ago, Here's What You'd Have Today

A $5,000 investment in the Vanguard S&P 500 ETF (VOO) a decade ago would have grown to nearly $21,000, representing 15.4% average annual returns. However, the article cautions that historical S&P 500 returns average around 10% annually, and investors should not expect similar performance going forward. Despite potential market corrections, long-term investors who maintain their positions for 5-10+ years have historically seen the market recover and reach new highs.

09/01/2026, 12:15 AM • The Motley Fool

Jensen Huang Told Investors in June to 'Buy at a Discount' During Nvidia's Sell-Off. Nearly Three Months Later, Nvidia Is Up 4%, and a Broader AI Basket Gained 8%. Did His Call Pay Off?

Jensen Huang's June recommendation to buy Nvidia during a market pullback resulted in a 4% gain over three months, matching S&P 500 returns. However, a diversified AI basket of Nvidia, Microsoft, Amazon, and Alphabet gained 8%, driven primarily by Microsoft's 24% surge. The article argues that three months is too short to evaluate long-term investments, and Nvidia's strong 106% year-over-year revenue growth and 17.5x P/E ratio (below its 23x five-year average) suggest Huang's optimism may still be justified for long-term investors.

08/31/2026, 7:15 PM • The Motley Fool