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

Even a Successful Starship Launch Wasn't Enough to Lift SpaceX Stock. Investors Are Still Worried About This 1 Thing

SpaceX's successful 13th Starship test flight failed to boost investor sentiment due to concerns over massive AI infrastructure spending. The company allocated 76% of its $10 billion Q1 capex to AI programs, with annual capex accelerating to $20.7 billion in 2025. Investors remain skeptical that these AI investments will generate profits, especially since SpaceX is not yet profitable and trades at a premium valuation (P/S ratio of 77 vs. tech sector average of 7).

07/29/2026, 3:23 PM • The Motley Fool

Is Google Parent Company Alphabet Stock Too Cheap to Ignore Right Now?

Alphabet stock plunged after announcing a $200 billion AI spending outlook for 2026, despite strong Q2 earnings with 24% revenue growth and 82% cloud services growth. The company has 950 million Gemini users and is launching new AI products, but investors are concerned about negative free cash flow and continued capex increases without immediate returns. However, Alphabet's diversified business portfolio and lowest-ever P/E ratio may present a buying opportunity for long-term investors.

07/29/2026, 2:13 PM • The Motley Fool

Tesla Stock Suffered Its Worst Week Since 2022, Falling 18% as Investors Balked at Elon Musk's Robotaxi and AI Spending Plans

Tesla stock plummeted 18% in a single week following Q2 earnings, marking its worst week since 2022. Despite strong revenue exceeding $100 billion in trailing-12-month sales, investors were concerned about shrinking operating margins (down to 1.4%), negative free cash flow of $1.1 billion, and massive capital expenditure plans including $25 billion in capex for the year and plans to borrow up to $30 billion. The sell-off reflects investor skepticism about Musk's ambitious robotaxi and Optimus robot investments, which remain far from commercialization.

07/29/2026, 2:05 PM • The Motley Fool

Rokid Glasses Launches in Canada in Partnership with Ming's Optical

Rokid, a global AI-powered smart eyewear pioneer, officially entered the North American market with the launch of Rokid Glasses in Toronto on July 29, 2026. The glasses feature real-time AI translation in 89 languages, prescription lens support through partnership with Ming's Optical, and integration with AI assistants like Google Gemini and OpenAI ChatGPT. Priced at CA$999 (discounted to CA$899 through August 31), the launch follows successful expansions into European markets and a record-breaking crowdfunding campaign in Japan.

07/29/2026, 2:00 PM • GlobeNewswire

The Real Reason Alphabet Could Win More of the AI Boom

Alphabet has built a comprehensive AI infrastructure stack spanning custom TPUs, data centers, Gemini, Search, YouTube, and Cloud services. This integrated ecosystem could provide significant cost advantages, strengthen profit margins, and create a durable competitive advantage that Wall Street may not have fully recognized.

07/29/2026, 11:37 AM • The Motley Fool

Prediction: Meta Stock Will Pop After Q2 Earnings. 3 Reasons Why

Meta stock has fallen nine consecutive trading sessions but appears oversold ahead of Q2 earnings. The article identifies three bullish catalysts: strong advertising revenue growth (33% in Q1), an attractive valuation at 19x P/E (30% discount to S&P 500), and potential announcement of a new cloud computing business to monetize AI infrastructure spending.

07/29/2026, 11:34 AM • The Motley Fool

Ford Just Delivered Bad News for Tesla Investors

Ford announced it will achieve point-to-point autonomy by 2028 with Apple executives working on the technology, positioning itself to enter the robotaxi market. This threatens Tesla's dominance in robotaxis, one of the key growth drivers justifying Tesla's extremely high P/E ratio of ~300. As traditional automakers like Ford, Toyota, and Volkswagen enter the robotaxi space, competition will intensify and pressure Tesla's future margins and growth rates in this sector.

07/29/2026, 11:30 AM • The Motley Fool

Famous Investor Michael Burry Is Short Nvidia, Palantir, and Tesla. Why I'd Buy 1 of the Stocks, Hold Another, and Sell the Third.

Michael Burry is short on Nvidia, Palantir, and Tesla, but analyst Geoffrey Seiler disagrees with his bearish stance on all three. Despite Burry's concerns about AI spending slowdowns, Seiler recommends buying Nvidia due to strong capex trends and attractive valuation. Palantir is rated a hold despite high valuations, given its rapid growth and strong net dollar retention. Tesla is recommended as a sell due to loss of regulatory credits, weak auto sales, and execution risks in robotaxi and robotics ventures.

07/29/2026, 11:15 AM • The Motley Fool

Tim Cook Will Host His Last Earnings Call as Apple CEO on July 30. Is the Stock a Buy Now?

Tim Cook will host his final earnings call as Apple CEO on July 30 as the company reports strong iPhone sales and service revenue growth. While Apple has an excellent business model and will benefit from recent price increases under incoming CEO John Ternus, the analyst recommends waiting for a better entry point due to the stock's elevated valuation with a forward P/E ratio over 35x and potential margin pressure from rising memory prices.

07/29/2026, 10:21 AM • The Motley Fool

Only 2 "Magnificent Seven" Stocks Are Beating the Market This Year. What's Going On?

Despite the S&P 500 gaining 8% year-to-date, only Apple and Nvidia from the 'Magnificent Seven' tech stocks are outperforming the broader market. Investor concerns about high oil prices, massive AI capital expenditures, and elevated market valuations (CAPE ratio at 41) have pressured most mega-cap tech stocks. Apple's cautious AI approach and focus on iPhone sales, combined with Nvidia's dominance in AI chips (90% market share), have positioned them as safer bets during market volatility.

07/29/2026, 6:15 AM • The Motley Fool

Huge News for Alphabet Stock Investors

Alphabet announced plans for massive data center investments in the coming year, signaling continued commitment to AI infrastructure. The company spent $45 billion on AI in the last quarter and plans to spend an additional $811 billion, demonstrating significant capital allocation toward artificial intelligence initiatives.

07/28/2026, 11:23 PM • The Motley Fool

Satya Nadella's Microsoft Needs Power. Joe Creed's Caterpillar Sells It.

As tech giants like Microsoft race to build AI data centers requiring massive power infrastructure, Caterpillar stands to benefit significantly as a key supplier of generators for backup and primary power. With a record $63 billion backlog and 22% Q1 sales growth, Cat appears well-positioned for growth. However, the stock has doubled in a year and trades at valuations well above historical averages, suggesting caution for new investors despite strong fundamentals.

07/28/2026, 9:15 PM • The Motley Fool

Nvidia's Quiet Bet on AI Sandboxes Could Decide Who Wins the AI Agent Era

As AI agents begin executing code rather than just generating text, enterprises will need isolated sandbox environments to safely run generated code. This creates a new infrastructure market where Nvidia bets on faster cores, AMD on more cores per rack, Intel on existing x86 compatibility, and hyperscalers on custom silicon. The winner will be determined by which approach most efficiently completes agent tasks at scale.

07/28/2026, 1:34 PM • The Motley Fool

Google Cloud Just Grew 82%. Here's Why Amazon and Microsoft Investors Should Pay Attention Before This Week's Earnings.

Google Cloud reported impressive 82% year-over-year revenue growth in Q2 2026, reaching $24.8 billion with operating income tripling to $8.8 billion. This acceleration puts pressure on Amazon's AWS and Microsoft's Azure to demonstrate strong cloud growth in their upcoming earnings reports, as both companies are investing heavily in AI infrastructure capex and investors want to see returns on these massive expenditures.

07/28/2026, 10:26 AM • The Motley Fool