1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool

The Energy IPO Boom Is Just Getting Started. Here Are the Companies to Watch.

AI data centers are driving unprecedented electricity demand, with projections showing 26% surge in data center consumption by 2026. This has sparked an energy IPO boom, with Solv Energy, X-energy, and Fervo Energy going public this year. These companies, along with private firms like TerraPower and Commonwealth Fusion Systems, are developing next-generation power solutions including advanced nuclear reactors, geothermal systems, and fusion technology to meet the critical power supply bottleneck facing major tech companies.

07/31/2026, 6:10 AM • The Motley Fool

Prediction: This AI Stock Will Double by 2031 -- Here's the Math

Alphabet is predicted to double in value by 2031, driven by expected 15% annual earnings growth and potential valuation expansion. The company's massive AI infrastructure investments, including $195-205 billion in 2026 capex, are being monetized through Google Cloud's 82% YoY revenue growth. Despite negative free cash flow concerns, Alphabet's strong network effects and AI monetization capabilities position it as a high-quality investment opportunity.

07/31/2026, 6:05 AM • The Motley Fool

Will Warren Buffett and Greg Abel Make Alphabet Berkshire Hathaway's Next Apple?

Berkshire Hathaway has significantly increased its Alphabet position, making it the fifth-largest holding in its portfolio at 8.1%. This marks Berkshire's first major bet on an AI stock, with the company investing over $21 billion this year. However, Alphabet's massive $200+ billion annual capex spending on AI infrastructure has turned free cash flow negative and halted stock buybacks, raising questions about whether the investment will deliver adequate returns compared to Berkshire's Apple position.

07/31/2026, 4:30 AM • The Motley Fool

Alphabet Stock Investors Need to Know This

Investors are growing impatient with Alphabet's heavy spending on artificial intelligence initiatives. The article discusses concerns about the company's AI strategy and its impact on stock performance, with multiple perspectives on whether the stock represents a buying opportunity or faces headwinds from excessive AI investment.

07/30/2026, 10:14 PM • The Motley Fool

Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.

Rather than competing to build the best AI model, Amazon is positioning itself as the infrastructure provider enabling AI adoption across industries. By leveraging AWS and its integrated ecosystem, Amazon can profit from AI growth regardless of which model dominates, similar to how pick-and-shovel sellers profited during gold rushes. The company plans to invest $200 billion in 2026 for AI data centers.

07/30/2026, 7:15 PM • The Motley Fool

Is Amazon a Buy After Its Latest Earnings Report?

Amazon's stock surged 8% after-hours following strong Q2 earnings, driven by AWS's fastest quarterly growth in over four years (36.7% YoY), and booming AI and custom chips businesses both hitting $25 billion annual run rates. A $53.4 billion gain from its Anthropic investment boosted net income, though negative free cash flow of $7.6 billion and continued heavy capex spending of $200 billion raise concerns about cash burn.

07/30/2026, 5:02 PM • The Motley Fool

Alphabet Beat Nvidia in the First Half of 2026. Here's My Prediction for Which Stock Will Win in the Second Half.

Alphabet outperformed Nvidia in H1 2026, with shares up 14.3% vs. Nvidia's 7.4%, driven by strong Q1 earnings. However, investor concerns are mounting over Alphabet's massive AI infrastructure spending, which reached $80.6 billion in H1 and is projected to hit $200 billion for full-year 2026. The analyst predicts Nvidia will outperform in H2 2026 as hyperscalers continue heavy spending on AI infrastructure.

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

Prediction: Apple Will Become a $5 Trillion Company on July 30

Apple is poised to become only the second company to reach a $5 trillion market valuation following its July 30 earnings report. The company has impressed investors with strong iPhone sales (up 23% YoY in Q1 FY2026), a cost-effective AI strategy through a partnership with Alphabet, and recent positive announcements including a Broadcom deal and new Apple Upgrade leasing program. Wall Street expects Q3 revenue of $108.96 billion (16% increase) and EPS of $1.89, with market approval likely to push the stock past the $5 trillion milestone.

07/30/2026, 10:15 AM • The Motley Fool

Why Sandisk Stock Finally Popped Today

Sandisk stock surged 21.5% after falling 37% over four trading days. The volatility stems from investor concerns about Chinese competition in memory chips and AI hyperscaler spending uncertainty. However, investors are now focusing on the positive: continued AI spending by hyperscalers like Google and OpenAI benefits Sandisk's memory chip sales, even if those companies face profitability challenges.

07/30/2026, 10:11 AM • The Motley Fool

This 1 Company Is By Far the Largest Contributor to Second-Quarter S&P 500 Earnings Growth

Alphabet delivered a massive earnings beat with $9.11 EPS versus $2.90 expected, becoming the largest contributor to S&P 500 earnings growth for Q2. However, much of the beat ($98 billion) came from unrealized gains on equity holdings, particularly a $94 billion gain on its SpaceX stake following the company's June IPO. Without Alphabet's performance, S&P 500 earnings growth would drop from 37.9% to 25.9%. Alphabet also holds a substantial stake in AI company Anthropic, which could see significant gains when it goes public.

07/30/2026, 9:30 AM • The Motley Fool

Prediction: Netflix Stock Won't Double by 2031

Netflix stock has declined 45% from its June 2025 peak and is unlikely to double by 2031, according to analyst Neil Patel. The streaming giant faces slowing revenue growth (13.3% expected in 2026), softening engagement metrics, intensifying competition from rivals and short-form video platforms, and accelerating content spending. While Netflix's valuation has become cheaper at a 23.1 P/E ratio, the company is entering a more challenging maturity phase that may not deliver market-beating returns.

07/30/2026, 7:06 AM • The Motley Fool

Alphabet Will Spend as Much as $205 Billion This Year. The Depreciation Bill Starts Landing in 2027.

Alphabet raised its 2026 capital expenditure guidance to $195-205 billion, with about 60% going to servers that depreciate over six years. This will result in approximately $20 billion in annual depreciation expense starting in 2027, creating significant pressure on earnings. However, strong revenue growth of 24% and Google Cloud's 82% growth with tripled operating income suggest the spending is generating returns that currently outpace the depreciation charges.

07/30/2026, 4:12 AM • The Motley Fool

Cathie Wood Bought $53.5 Million of Tesla Stock Right After Elon Musk's Post-Earnings Sell-Off. Is a Rebound Coming?

Ark Investment Management purchased $53.5 million in Tesla stock following the company's mixed Q2 earnings report, which showed strong vehicle deliveries (480,126 units, +25% YoY) but declining profitability (EPS down 18% YoY to $0.33). The stock's potential rebound depends on Tesla's ability to scale its robotaxi business and deliver on its Optimus humanoid robot project, though investors should be cautious about management's track record of overpromising.

07/30/2026, 1:30 AM • The Motley Fool

Is Microsoft a Buy After Its Latest Earnings Report?

Microsoft reported better-than-expected Q4 2026 earnings with revenue and operating income up 18% YoY to $90 billion and $40.6 billion respectively. Azure cloud services showed impressive 43% YoY revenue growth. The company maintained its $175 billion annual capex forecast unchanged, differentiating itself from competitors Alphabet and Meta who increased spending guidance, causing Microsoft shares to rise 8% in after-hours trading.

07/29/2026, 9:12 PM • The Motley Fool