Bill Ackman Just Bought Visa, Mastercard, and S&P Global Stock. Each One Collects a Toll on Somebody Else's Sale.

Bill Ackman's Pershing Square hedge fund made three major new investments of approximately $1.1 billion each in Visa, Mastercard, and S&P Global during Q2 2026. These three positions combined represent about 17% of the fund's $19.5 billion U.S. stock portfolio. The common thread among these companies is their business model of collecting fees on transactions they don't originate, fund, or take risk on. All three are trading at premium valuations, reflecting their durable, recession-resistant revenue streams.

08/28/2026, 8:34 PM • The Motley Fool

Stock Market Today, Aug. 28: Marvell Slides 10% on Softer Fiscal 2028 Guidance and Google Deal Timing

Marvell Technology stock fell 10.28% despite beating Q2 earnings estimates with 37% sales growth and 50% EPS growth. The decline was driven by investor disappointment over softer fiscal 2028 guidance and lack of details on the Google partnership deal. The stock trades at a lofty 53x forward earnings valuation, and analysts expect more clarity at the company's October Investor Day.

08/28/2026, 5:09 PM • The Motley Fool

A Wall Street Journal Report on $3 Trillion in Off-Balance-Sheet AI Commitments Recently Tanked Vertiv and GE Vernova. Here's What Actually Changed.

A Wall Street Journal report revealed that major tech companies have $3 trillion in off-balance-sheet AI infrastructure commitments. While this initially spooked markets and caused Vertiv and GE Vernova stocks to drop, the article argues the figure isn't surprising given known spending plans, and these commitments are likely to be fulfilled due to contractual obligations and growing evidence that AI investments are delivering returns.

08/28/2026, 5:05 PM • The Motley Fool

Securities Fraud Investigation Into Alphabet Inc. (GOOG) Continues – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm

A securities fraud investigation into Alphabet Inc. has been launched following reports that Google's Gemini 3.5 Pro AI model is months behind schedule and disappointing in performance. The company's stock fell 4.4% on July 16, 2026 after the news broke. Further declines of up to 7% occurred on July 23 after Alphabet announced a significant increase in capital expenditures to $195-205 billion for 2026, negative free cash flow of $5.9 billion, and plans to use third-party capacity that will create margin pressure.

08/28/2026, 11:00 AM • GlobeNewswire

Apple Is Launching Its First iPhone Under New CEO John Ternus on Sept. 9. Could AI Features and a Foldable iPhone Be in the Cards?

Apple is set to launch its iPhone 18 family on September 9 under new CEO John Ternus. The event is expected to feature new chips (A20 Pro and C2), enhanced AI capabilities through Apple Intelligence and upgraded Siri, and potentially Apple's first foldable iPhone priced at $2,000+. Apple's AI strategy focuses on on-device processing rather than cloud infrastructure, differentiating it from competitors.

08/28/2026, 8:05 AM • The Motley Fool

AI Deception Tools Market to Expand at 28.75% CAGR, Reaching USD 8.57 Billion by 2035 | SNS Insider

The global AI Deception Tools Market is projected to expand from $0.69 billion in 2025 to $8.57 billion by 2035, growing at a CAGR of 28.75%. North America leads the market, with the U.S. expected to grow from $0.20B to $2.45B. Cybersecurity dominates by application (48% share), while Machine Learning leads by technology. The market is driven by rising cyberattacks, increased adoption of AI-based threat detection, and growing demand across BFSI, government, and defense sectors.

08/28/2026, 8:00 AM • GlobeNewswire

The S&P 500 Is Repeating an Ominous Pattern Not Seen in 26 Years. History Says This Is What Usually Happens Next, and Why This Time Could Be Different.

The S&P 500 is trading near record highs with a CAPE ratio at its highest level since the dot-com bubble, historically associated with market corrections. However, unlike the 1990s, today's AI-driven tech companies have substantial earnings, cash flow, and competitive advantages rather than speculative valuations. Investors should consider trimming gains while maintaining core holdings in quality companies with durable competitive moats.

08/28/2026, 6:26 AM • The Motley Fool

Step Aside, Coca-Cola and Bank of America: There's a New Apple of Berkshire Hathaway's Eye, and It's a Virtual Monopoly

Following Warren Buffett's retirement, new Berkshire Hathaway CEO Greg Abel has reshuffled the company's $359 billion portfolio, elevating Alphabet to the No. 3 position ahead of longtime holdings Coca-Cola and Bank of America. Abel has aggressively purchased $17 billion in Alphabet stock, drawn by the company's dominant search market position and rapidly growing AI-powered Google Cloud business, which saw 82% revenue growth in Q2.

08/28/2026, 5:06 AM • The Motley Fool

Prediction Markets Now Expect AI Start-Up Anthropic to Unseat SpaceX as the Largest IPO in 2026

Prediction markets now give Anthropic a 63% chance of becoming 2026's largest IPO, surpassing SpaceX's $85.7 billion record. Anthropic's annual run rate sales surged from $9 billion to $65 billion, but the company faces valuation concerns and historical headwinds common to tech IPOs. The article warns retail investors that hot tech IPOs typically experience average year-one drawdowns of 55%, making them risky investments despite market enthusiasm.

08/28/2026, 4:06 AM • The Motley Fool

Fantastic News for Nvidia Stock Investors!

Nvidia delivered exceptional Q2 fiscal 2027 results with $96.2 billion in revenue (up 106% YoY) and 75% gross margins, significantly beating expectations. The company guided for $108 billion in Q3 revenue and announced a major deal with AWS for 2 million additional GPUs. Strong sustained demand from hyperscalers and expanding CPU business support continued growth, with the stock trading at a reasonable 23.9x forward earnings multiple.

08/28/2026, 3:30 AM • The Motley Fool

C3.ai vs. Oracle: Which Artificial Intelligence Stock Is a Better Investment in 2026?

The article compares C3.ai and Oracle as AI investment options. C3.ai, focused on enterprise AI software, experienced a 35.7% revenue decline in FY2026 and posted a net loss of $470.4 million, though it maintains a strong balance sheet with zero debt. Oracle, an AI infrastructure provider, grew revenue 17.4% to $67.4 billion with a 25.4% net margin and $638 billion in remaining performance obligations. The author recommends Oracle as the stronger investment due to consistent revenue growth and future guidance of $90 billion in FY2027 sales, while C3.ai must prove it can recover from recent challenges.

08/27/2026, 7:36 PM • The Motley Fool

Securities Fraud Investigation Into Alphabet Inc. (GOOG) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

The Law Offices of Frank R. Cruz is investigating Alphabet Inc. for potential securities law violations following reports that Google's Gemini 3.5 Pro AI model is months behind schedule and disappointing in performance. The investigation was triggered by two significant events: a 4.4% stock price drop on July 16, 2026 after Bloomberg reported delays, and a further 7% intraday decline on July 23, 2026 following Alphabet's announcement of expanded capital expenditures to $195-205 billion and negative free cash flow of $5.9 billion for Q2 2026.

08/27/2026, 5:26 PM • GlobeNewswire

AST SpaceMobile vs. Firefly Aerospace: Which Outer Space Upstart Is a Better Buy in 2026?

The article compares two space economy companies with different business models. AST SpaceMobile is building a satellite-based cellular broadband network with major carrier partnerships, while Firefly Aerospace provides launch services and lunar landers for government and commercial customers. Both are unprofitable but show strong revenue growth. The author recommends Firefly Aerospace as the better buy due to its lower valuation (P/S ratio of 12.9x vs 149x), successful lunar landing achievement, and NASA partnership, despite both companies carrying significant execution risks.

08/27/2026, 4:34 PM • The Motley Fool

Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.

An analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.

08/27/2026, 4:15 PM • The Motley Fool

Ken Burns and PBS LearningMedia Bring Interactive Educational Content for Classrooms to YouTube

Ken Burns and PBS LearningMedia announced the launch of 'Ken Burns in the Classroom' on YouTube, bringing free, curriculum-aligned educational content to teachers and students. The initiative begins with three courses focused on The American Revolution, featuring professionally edited film segments and interactive materials. Additional courses from Burns's extensive filmography will follow in coming weeks.

08/27/2026, 1:31 PM • GlobeNewswire