Reddit’s Meta Forum Selloff Looks Overdone, but Not Irrelevant

Reddit stock recovered ~20% from May lows after Meta launched its competing Forum app, with the rally driven by strong Q1 2026 earnings showing 69% revenue growth and exceptional profitability metrics. While the Meta Forum threat initially spooked investors, analysts believe it's manageable given Reddit's unique pseudonymous culture and different user base. However, key risks remain: user growth deceleration, heavy dependence on Google search traffic, and uncertainty around AI data licensing renewals.

05/29/2026, 4:23 PM • Investing

Broadcom Stock Attracts A Billionaire Buyer As AI Momentum Accelerates

Hedge fund billionaire Daniel Loeb's Third Point LLC opened a new 50,000-share position in Broadcom during Q1 FY26, while reducing NVIDIA and Taiwan Semiconductor holdings. Broadcom beat earnings expectations with $19.31B in revenue and projects $22B for Q2, with AI chip revenue expected to exceed $100B in 2027. Multiple analysts raised price targets citing strong AI business momentum and secured supply chain through 2028.

05/29/2026, 12:52 PM • Benzinga

Marvell’s Pullback May Be the Setup Bulls Were Waiting For

Marvell Technology experienced a pullback after strong fiscal Q1 2027 results, but analysts remain bullish on the stock. With support levels at $180 and $160, the company's strong AI ecosystem position, record margins, and robust guidance suggest a recovery to new highs by year-end. Analyst consensus price targets increased 65% overnight, with the high-end at $300, representing 50% upside potential.

05/29/2026, 11:04 AM • Investing

Meta Platforms Could Open Up a Massive New Revenue Stream

Meta CEO Mark Zuckerberg indicated that launching a cloud computing business is 'definitely on the table' for the company. While Meta's primary focus remains using its massive compute capacity for AI infrastructure and achieving superintelligence, the company has received multiple inquiries from outside companies for cloud services. Launching a cloud business could diversify Meta's advertising-dependent revenue model and capitalize on strong demand in the cloud computing market, where competitors like Amazon, Microsoft, and Alphabet generate significant high-margin revenue.

05/29/2026, 10:17 AM • The Motley Fool

Is Nvidia a Top Dividend Stock?

Nvidia recently increased its dividend by 2,400% to $0.25 per share, raising its forward yield to approximately 0.5%. However, the company prioritizes R&D investment and growth over dividend payouts, making it unsuitable for income-seeking investors. Despite increased competition from rivals like Cerebras Systems and AMD, Nvidia remains an attractive long-term growth stock due to its GPU market leadership, CUDA ecosystem, and expansion into the $200 billion CPU market.

05/29/2026, 6:30 AM • The Motley Fool

5 Warren Buffett Stocks to Hold Forever

The article highlights five Berkshire Hathaway holdings recommended as long-term investments: American Express, Alphabet, Apple, Coca-Cola, and Moody's. These stocks are praised for their consistent performance, strong business models, and market dominance in their respective industries. New CEO Greg Abel continues to maintain these positions, signaling confidence in their long-term value.

05/29/2026, 5:25 AM • The Motley Fool

The SpaceX IPO Is Coming Next Month: Here's What You Need to Know

SpaceX filed its IPO prospectus, revealing steady 33% revenue growth in 2025 driven by Starlink's $11.4B revenue and 10.3M subscribers. However, the company reported a $4.9B loss in 2025, primarily due to massive spending by its xAI division on GPU infrastructure and data centers. While Starlink is profitable with $1.2B operating income, the rocket and AI businesses operate at losses. Elon Musk will retain 85% voting control through a dual-class share structure.

05/29/2026, 3:04 AM • The Motley Fool

Famed Investor Stanley Druckenmiller Sold Every Share of Alphabet. He Just Bought 5 AI Hardware Stocks Instead.

Legendary investor Stanley Druckenmiller's family office completely exited its Alphabet position and significantly reduced Amazon holdings in Q1 2026, instead deploying capital into five AI hardware stocks focused on memory, storage, and custom silicon (Sandisk, Micron, Seagate, Broadcom, and Arm). While these hardware stocks have surged dramatically since the quarter ended, the article cautions that they are cyclical businesses already trading at elevated valuations, whereas Alphabet continues to demonstrate strong fundamentals with 22% revenue growth and accelerating cloud business.

05/28/2026, 5:06 PM • The Motley Fool

Snowflake and the Snowballing Impact of its AI Flywheel

Snowflake delivered strong Q1 earnings with 33% revenue growth and raised full-year guidance by 400 basis points, driven by AI adoption and increased client spending. The stock surged 30% post-earnings as analysts revised estimates upward. With 85% Buy ratings and a $277 consensus price target, the company is positioned to benefit from its AI flywheel, though high valuation and competition from tech giants pose risks.

05/28/2026, 3:48 PM • Investing

Arnhold LLC Bets Big on Kyndryl Holdings (KD) With a Purchase of 724,000 Shares

Arnhold LLC increased its stake in Kyndryl Holdings by 724,436 shares (60% increase) for approximately $12.75 million during Q1 2026. Despite the purchase, the position's value declined by $6.60 million due to the stock's 69% drop over the past year. The analyst suggests Arnhold's confidence appears misplaced given Kyndryl's stagnant revenue and contracting bottom line.

05/28/2026, 3:25 PM • The Motley Fool

SpaceX IPO Exposure: Which ETFs, Mutual Funds Own Biggest Share Of Elon Musk's Space Giant?

SpaceX has filed for an IPO with an expected valuation of $1.75 trillion or more. Several mutual funds and ETFs already offer exposure to SpaceX stock, with Baron Capital funds holding the largest weightings. Other investment vehicles including public companies like Alphabet, Bank of America, and EchoStar, as well as specialized funds like Destiny Tech 100, also provide SpaceX exposure ahead of the public offering.

05/28/2026, 2:26 PM • Benzinga

The Vanguard ETF That Could Set You Up for Life if You Buy It Now

The article compares two Vanguard ETFs for long-term investors: the S&P 500 ETF (VOO) and the Total Stock Market ETF (VTI). While VOO focuses on 500 large-cap stocks, VTI provides broader exposure with nearly 3,500 stocks including mid-caps and small-caps. The author recommends VTI for its 12% allocation to smaller stocks, which offers diversification benefits and growth potential, especially given expected double-digit earnings growth in 2026 and attractive small-cap valuations.

05/28/2026, 1:15 PM • The Motley Fool

NCPC Urges Rejection of Weak House Bill on Kids Online Safety

The National Crime Prevention Council opposes the House's Kids Internet and Digital Safety Act (H.R. 7757), arguing it strips states of child protection powers and lacks 'duty to care' provisions found in the Senate version. The NCPC criticizes the bill as a 'fig leaf' benefiting social media companies, noting over 40 states are suing Meta, Snapchat, Google, and TikTok for harms including fake drug sales and mental health damage.

05/28/2026, 10:00 AM • GlobeNewswire

The Rare Earth Race Has a New Front-Runner

REalloys has secured a 15-year offtake agreement for 15% of Phase 1 production from the Tanbreez heavy rare earth project in Greenland, strengthening North America's rare earth supply chain ahead of the Pentagon's 2027 ban on Chinese-origin materials. The company is building an integrated rare earth metallization and magnet production platform in Ohio with support from defense industry leaders. Major tech companies are also advancing rare earth recycling and alternative sourcing strategies.

05/28/2026, 9:45 AM • Benzinga

SpaceX’s Next Mission Leads to Wall Street

SpaceX is preparing for a historic IPO in June 2026 on Nasdaq under ticker SPCX, expected to raise ~$75 billion at a $1.75 trillion valuation—surpassing Saudi Aramco's 2019 record. The company dominates global launch markets (80% of orbital mass) and operates Starlink with 9 million subscribers generating $11.4 billion in revenue. However, the merged entity with xAI faces significant challenges: xAI lost $6.4 billion in 2025 despite $3.2 billion revenue, and the company reported a $4.9 billion net loss. Musk maintains near-total control through dual-class shares, and the success depends on achieving profitability in Starlink, managing launch pricing pressure, and proving orbital data centers are economically viable.

05/28/2026, 9:05 AM • Investing