There Are 16 Billion Reasons to Pay Attention to Broadcom Earnings on Sept. 2

Broadcom is set to report Q3 earnings on Sept. 2 with management guidance projecting $16 billion in AI semiconductor revenue with over 200% year-over-year growth. While the company has shown strong momentum with Q2 revenue up 48% and AI chip revenue up 143%, investor concerns persist over Alphabet's expanded partnership with Marvell Technology for custom AI chips. Broadcom's stock performance has lagged the S&P 500 this year, but hitting the $16 billion target could ease concerns and present a buying opportunity.

08/31/2026, 1:03 PM • The Motley Fool

How Likely Is It That Warren Buffett's Successor, Greg Abel, Will Use a Portion of Berkshire Hathaway's $359 Billion Cash Pile to Buy This Large-Cap Value Stock in September?

Berkshire Hathaway recently resumed stock buying after years of net selling, holding $359 billion in cash. The article suggests Walt Disney could be an attractive value investment with a forward P/E of 14.3 and strong intellectual property moat. However, the author believes Berkshire is unlikely to buy Disney shares due to concerns about declining legacy TV operations and intense streaming competition.

08/31/2026, 11:30 AM • The Motley Fool

Alphabet Investors May Be Missing a Huge $126B Waymo Advantage

Waymo, Alphabet's autonomous vehicle subsidiary, has reached a $126 billion private valuation and is conducting over 500,000 weekly autonomous rides, suggesting real commercial scale. However, the investment upside for Alphabet shareholders depends on whether zero-driver economics improve as the network expands, representing a potentially significant but uncertain growth opportunity.

08/31/2026, 10:30 AM • The Motley Fool

Blockchain Market Surges to $610.96 billion at a CAGR 62.4% by 2031 | Report by MarketsandMarkets™

The global blockchain market is expected to experience explosive growth at a 62.4% CAGR from 2026 to 2031, driven by enterprise adoption of decentralized applications, digital identity solutions, tokenization, and cloud-hosted infrastructure. Asia Pacific is identified as the fastest-growing region, while North America maintains market leadership. Key growth drivers include Layer-2 scaling advancements, supportive regulations, and integration with AI and cloud platforms across financial services, healthcare, government, retail, and supply chain sectors.

08/31/2026, 10:00 AM • GlobeNewswire

Billionaire David Tepper of Appaloosa Is Overweight AI Stocks -- but He Recently Dumped Every Share of the Hottest AI Stock of 2026

Billionaire David Tepper's Appaloosa fund maintains heavy exposure to AI stocks like Nvidia, Taiwan Semiconductor, and Amazon, which comprise 77% of invested assets. However, Tepper completely exited his position in Sandisk in Q2 2026 after the stock surged over 3,000% in a year, likely taking profits. The move reflects Tepper's strategy of cashing in on cyclical memory stocks when valuations become stretched.

08/31/2026, 7:06 AM • The Motley Fool

Are The "Magnificent Seven" Stocks Still Worth Buying?

The Magnificent Seven stocks have underperformed the broader market this year, with the MAGS ETF up only 5% year-to-date. While most remain well-positioned for AI growth with solid fundamentals and revenue growth exceeding the S&P 500, their valuations are less attractive than smaller competitors. Tesla's 20% decline and Meta's regulatory challenges weigh on the group, though Nvidia continues to deliver exceptional growth. Investors seeking generational returns may find better opportunities in smaller, faster-growing AI companies.

08/31/2026, 6:15 AM • The Motley Fool

Is Marvell Stock a Buy on the Dip as AI Revenue Soars?

Marvell Technology stock declined 10% despite reporting strong fiscal Q2 earnings with 37% revenue growth to $2.74B and 40% EPS growth to $0.94, driven by 46% year-over-year data center revenue growth. The company raised full-year guidance and announced a major partnership with Alphabet for custom chips starting in fiscal 2029. While the stock has surged 150% YTD and now trades at a forward P/E of 34x, the analyst suggests waiting for further pullbacks before buying.

08/31/2026, 12:30 AM • The Motley Fool

Netflix Has Fallen More Than 40% 7 Times in Its History. Here's What Happened Next Each Time.

Netflix stock has experienced seven major 40%+ declines since its 2002 IPO, each followed by significant recoveries averaging 248% gains over the subsequent year. Currently trading 40% below its June 2025 peak, the stock appears undervalued at a forward P/E of 25.8. However, intensifying competition from platforms like YouTube and Instagram, combined with slowing growth prospects, presents a different challenge than past downturns.

08/30/2026, 11:30 AM • The Motley Fool

Prediction: This Is What a $5,000 Investment in SpaceX Will Be Worth by 2030

SpaceX is experiencing rapid growth in AI infrastructure and Starlink satellite internet, with management projecting $1 trillion in annual revenue by 2030. However, analyst Brett Schafer argues the stock appears overvalued at current levels, predicting it will trade around $100 per share by 2030, making a $5,000 investment worth approximately $3,571—a significant decline from today's $140 share price.

08/30/2026, 10:05 AM • The Motley Fool

Why Rezolve AI Stock Skyrocketed This Week

Rezolve AI stock surged 20.7% this week following two major announcements: Google Cloud will integrate Rezolve's distributed database technology for blockchain datasets and indexing, and the company partnered with Tech Mahindra to develop AI-powered commerce solutions for enterprises. The Google partnership represents a significant validation of Rezolve's technology and marks the first major win with a leading tech company.

08/30/2026, 6:29 AM • The Motley Fool

Are Oklo and NuScale Power Still a Buy After Data Center Backlash?

Nuclear energy stocks Oklo and NuScale Power face headwinds as public opposition to data center construction rises, with 70% of Americans opposing local data center development. Additionally, increased interest in natural gas as a bridge fuel and the slower commercialization timeline for small modular reactors (SMRs) may reduce demand for their premium-priced technology, potentially pushing adoption timelines further out.

08/30/2026, 2:05 AM • The Motley Fool

Is D-Wave Quantum a Buy?

D-Wave Quantum is a rare pure-play quantum computing company with paying customers running production workloads, including AT&T's network optimization task. However, the company faces significant challenges: it's burning cash rapidly (-$119M free cash flow over last four quarters), has doubled its share count in two years through dilution, and carries a lofty 500x price-to-sales valuation that leaves no room for error. While D-Wave is the most defensible pure-play quantum stock, investors seeking quantum exposure should consider tech giants like IBM or Alphabet instead.

08/29/2026, 1:13 PM • The Motley Fool

SEC Filings Just Revealed the Smart Money Is Overweight SpaceX. Should You Buy It Now?

SpaceX's recent IPO in June 2026 raised $86 billion at a $1.77 trillion valuation. Institutional investors hold $611 billion in SpaceX stock across 1,932 13F filings, with hedge funds and mutual funds showing overweight positions. However, the article cautions that the high valuation, upcoming lockup expirations, and uncertainty around profitability make it risky for retail investors, suggesting waiting for a better entry point.

08/29/2026, 11:15 AM • The Motley Fool

Caterpillar's Power Generation Business Is Nearly as Big as Its Construction Segment. Here's What That Shift Means for the Stock's Multiple

Caterpillar's power generation unit has become nearly as large as its construction segment, driven by AI data center demand for generators and turbines. The power and energy division generated $8.2B in revenue with $2B in operating profit last quarter, exceeding construction metrics. With a $72B order backlog growing 92% YoY, the company is being valued like an AI infrastructure beneficiary at a forward P/E of 30+, though analysts see further upside potential.

08/29/2026, 9:30 AM • The Motley Fool

Prediction: Tesla Stock Will Plummet Below $100 if the S&P 500 Enters a Bear Market

Tesla stock faces significant downside risk in a potential bear market due to its extremely high P/E ratio of 321 (12x the S&P 500 average) and declining earnings, despite recovering EV sales in 2026. The article argues Tesla could fall below $100 if the S&P 500 enters bear territory, as the company struggles with Chinese competition, lower margins, and delays in commercializing autonomous vehicles and robotics.

08/29/2026, 5:31 AM • The Motley Fool