Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks

Nvidia CEO Jensen Huang argues that the current semiconductor boom is fundamentally different from historical cycles because it's driven by AI infrastructure demand rather than consumer demand. He believes the semiconductor industry needs to grow 5-10 times larger. Recent earnings from Nvidia and Intel support continued strong compute demand, though skepticism remains about the sustainability of hyperscaler spending on data centers.

08/02/2026, 8:03 AM • The Motley Fool

Jensen Huang Predicted Nvidia Would Collect $1 Trillion in Chip Sales Through 2027. Is Nvidia Still on Pace?

Nvidia appears on track to meet CEO Jensen Huang's $1 trillion cumulative revenue target for Blackwell and Rubin chips through 2027, with data center revenue growing 92% year-over-year. However, supply chain constraints and competition from major cloud customers developing their own AI chips pose significant risks to achieving this goal.

08/02/2026, 7:20 AM • The Motley Fool

Dan Ives Says Nvidia Demand Is Outpacing Supply "12 to 1." Here's What That Means for the Stock's Next Move.

Tech analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, suggesting significant upside potential despite the stock's modest 4% year-to-date returns. With major tech companies like Alphabet, Amazon, and Microsoft aggressively increasing AI capital expenditures and Nvidia posting 85% revenue growth, the analyst believes the AI revolution is still in early innings, particularly with physical AI applications yet to materialize.

08/02/2026, 5:07 AM • The Motley Fool

Prediction: Nvidia Stock Will Skyrocket on Aug. 26

Nvidia has underperformed the S&P 500 in 2026, rising only 2% compared to the market's 7%. However, the article predicts a turnaround on Aug. 26 when the company reports Q2 fiscal 2027 earnings. Wall Street expects 96% revenue growth, and if Nvidia guides Q3 growth in the 90% range (above the current 81% analyst estimate), the stock could rally significantly. The company's dominance in AI data center GPUs and strong guidance from hyperscalers support optimism for continued growth.

08/02/2026, 3:30 AM • The Motley Fool

An Analyst Just Named Mark Zuckerberg's Meta a Top Large-Cap Long Idea, Citing AI-Driven Ad Momentum and an Attractive Valuation

Evercore analyst Mark Mahaney named Meta a top large-cap long idea, citing AI-driven advertising momentum and attractive valuation at 17x forward earnings. However, Meta's stock dropped 10% after an underwhelming earnings report, with concerns about massive AI spending ($130-145B capex guidance), delayed AI model rollouts, and EPS declining 13% year-over-year despite 28% revenue growth. Wall Street remains bullish with a median price target of $800.

08/02/2026, 1:30 AM • The Motley Fool

Why Aug. 4 Could Be a Big Day for the Stock Market

SpaceX will report its first earnings as a public company on Aug. 4, with investors expecting 68% year-over-year revenue growth. However, the upcoming unlock of insider shares on Aug. 6 could trigger significant selling pressure. The analyst warns that massive growth expectations (100% revenue growth projected for 2026-2027) may be unrealistic, particularly for the AI infrastructure business with potentially low profit margins. The stock is recommended to be avoided before earnings and watched for a lower entry point.

08/01/2026, 6:37 PM • The Motley Fool

AI Efficiency Layer Cuts Energy Use and Expands Server Capacity on Existing Hardware

Trust Carbon Infrastructure announced its patent-pending HXS compute-efficiency layer, which reduces energy consumption by 17.2-27.4% across AI models on NVIDIA H100 hardware while maintaining identical model outputs. In deeper testing with Microsoft's Phi-4, energy use declined 50.5% with a 167% capacity increase. The technology requires no new hardware purchases and will be offered to a single partner.

08/01/2026, 10:38 AM • GlobeNewswire

Nvidia Isn't the Most Valuable Company in the World Anymore. Is More Bad News Coming?

Apple has reclaimed the world's most valuable company title from Nvidia as the chipmaker's stock dropped 8% over three months while Apple gained 27%. Despite market concerns about AI spending sustainability, Nvidia should benefit from hyperscalers' continued massive AI infrastructure investments, though the stock faces near-term pressure as investors worry about revenue growth deceleration.

08/01/2026, 5:25 AM • The Motley Fool

AST SpaceMobile vs. Rocket Lab: Which Space-Based Network Stock Is a Better Buy in 2026?

The article compares two space-focused companies: AST SpaceMobile, which is building a space-based cellular network for standard smartphones, and Rocket Lab, a vertically integrated launch services provider acquiring Iridium Communications. Both are unprofitable and burning cash, but Rocket Lab is recommended as the better buy in 2026 due to its lower valuation (52.9x P/S vs. 188x), stronger balance sheet, and the strategic Iridium acquisition that could position it as a serious SpaceX competitor.

07/31/2026, 4:28 PM • The Motley Fool

Everyone Just Missed a Major Announcement From Meta Platforms

Meta Platforms announced an upcoming cloud computing business during its Q2 earnings call, a significant development that the market largely overlooked while focusing on disappointing short-term guidance. CEO Mark Zuckerberg indicated the company is rolling out business agents and receiving premium offers for compute capacity. This cloud business could provide the AI monetization path investors have been seeking, positioning Meta alongside competitors like Amazon, Microsoft, and Alphabet in the cloud computing space.

07/31/2026, 4:13 PM • The Motley Fool

Why Micron Stock Was Up and Down Today

Micron Technology stock experienced significant volatility on Friday, rising as much as 6.4% early in the day following positive earnings from Apple and Amazon showing continued spending on memory chips. However, the stock reversed course and closed down 4.74% as rising interest rates to 19-year highs weighed on growth stocks. While the memory supply crunch should continue supporting Micron's earnings, the author believes the valuation has become too rich.

07/31/2026, 3:10 PM • The Motley Fool

AST SpaceMobile vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

The article compares two space infrastructure companies: AST SpaceMobile, which is building a satellite cellular network for direct smartphone connectivity, and Intuitive Machines, which provides lunar infrastructure and services. While both are pre-profitable, Intuitive Machines is recommended as the better 2026 buy due to its more conservative valuation (P/S ratio of 4.7x vs. 188x), stronger near-term revenue growth projections, and positive free cash flow, despite AST SpaceMobile's exciting long-term potential.

07/31/2026, 3:10 PM • The Motley Fool

Government Technology Names Glass to the AI 50, Recognizing Its AI-First Infrastructure Transforming Government Procurement and Public Finance

Glass, a Silicon Valley GovTech company, has been named to Government Technology's AI 50 for embedding artificial intelligence into government procurement infrastructure. The company's AI-powered platforms, including G-Commerce and Glass Master Catalog, help government agencies streamline purchasing decisions, improve compliance, and direct funds to small businesses. Glass has processed over $15.1 million in verified government purchases across 124 agencies and 50,000 users.

07/31/2026, 1:30 PM • GlobeNewswire

Silver Is Down Big From Its Peak. Is Now the Time to Buy the Dip?

Silver has fallen 50% from its January peak of $115/oz to $58/oz, driven by investor concerns about AI data center spending despite strong long-term demand fundamentals. McKinsey projects $7 trillion in global data center spending by 2030, and major hyperscalers continue their infrastructure investments. The article suggests this dip may present a buying opportunity for silver and related producers.

07/31/2026, 10:05 AM • The Motley Fool

Why Berkshire's Cash Pile Keeps Growing (and Which AI Stock It Might Buy Next)

Berkshire Hathaway has accumulated a record $397 billion in cash and Treasury bills by selling stocks and earning substantial interest income. New CEO Greg Abel is expected to deploy this capital into AI-related investments, with Taiwan Semiconductor Manufacturing being the most logical candidate due to its dominant market position, cash generation, and reasonable valuation relative to other AI stocks.

07/31/2026, 9:15 AM • The Motley Fool