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

Is the Worst Over for The Trade Desk?

The Trade Desk faces a challenging transition as growth slows from 25% to 12% year-over-year, with guidance suggesting further deceleration to 8%. While the company maintains strong customer retention above 95% and profitability, investor sentiment has shifted due to competition from closed ecosystems like Amazon, Google, and Meta that offer simplicity. The company must prove its AI platform (Kokai) and connected TV strategy can sustain growth in a tougher advertising landscape.

05/28/2026, 8:15 AM • The Motley Fool

Why Nebius Stock Has Skyrocketed by More Than 400% Over the Past 12 Months

Nebius Group, a data center infrastructure company, has surged over 400% in the past year as investors recognize its critical role in AI infrastructure. The company's impressive Q1 results—684% revenue growth to $399M and 841% AI cloud business growth—along with projections of $7-9B annual recurring revenue by end of 2026 have driven the rally. While the company benefits from massive AI infrastructure demand and strategic partnerships with Meta and Nvidia, significant competition and capital intensity present risks.

05/28/2026, 6:13 AM • The Motley Fool

Mark Zuckerberg Drops Hints Cloud Wars With Amazon And Microsoft Is 'Definitely On The Table' For Meta— 'We Haven't Done That Yet Because…'

Meta CEO Mark Zuckerberg suggested the company might enter the public cloud computing market if it overbuilds data center capacity. While competing with AWS, Azure, and Google Cloud is 'definitely on the table,' Meta currently lacks clear AI monetization strategies. The company raised its 2026 AI capex forecast to $125-145 billion, but faces public backlash over environmental concerns from data center projects.

05/28/2026, 6:10 AM • Benzinga

Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia

Berkshire Hathaway's new CEO Greg Abel has tripled the company's stake in Alphabet to nearly 7% of its $332 billion portfolio. Alphabet's custom AI accelerator chips (TPUs) are positioning the company as a competitive threat to Nvidia's dominant GPU market. While TPUs show promise with major deals from Anthropic and Meta, Nvidia's superior software ecosystem and general-purpose design still give it significant advantages. Wall Street analysts estimate TPUs could capture 20% of the AI accelerator market, though Nvidia would remain dominant.

05/28/2026, 5:12 AM • The Motley Fool

Meet the Spectacular Vanguard ETF With 45.8% of Its Portfolio Parked in Nvidia, Alphabet, Apple, and Microsoft

The Vanguard Mega Cap Growth ETF (MGK) tracks 59 of America's largest companies, with 45.8% concentrated in Nvidia, Apple, Alphabet, and Microsoft. These tech giants are leading the AI revolution and have delivered a median return of 236% since 2023. The ETF has outperformed the S&P 500 with a 13.6% compound annual return since 2007, but its concentrated portfolio poses risks if AI fails to meet expectations.

05/28/2026, 4:34 AM • The Motley Fool

3 AI Stocks Worth Holding Until You Retire

The article recommends three AI-focused stocks as long-term retirement holdings: Palantir Technologies for its advanced AI platform solving complex problems with accelerating growth; CrowdStrike for leading the cybersecurity market with strong recurring revenue and AI-driven demand; and Alphabet for its competitive moat in AI infrastructure and ability to monetize AI across consumer and enterprise services.

05/28/2026, 3:09 AM • The Motley Fool

Surprise! This AI Giant That's Climbed 1,200% Over 5 Years is Now the Second Cheapest of the Magnificent Seven

Nvidia, despite a 1,200% gain over five years, now trades at the second-lowest valuation among the Magnificent Seven tech stocks at 24x forward earnings. The article argues this presents a buying opportunity as the company prepares for the next phase of AI growth with its Vera Rubin platform launching in Q3, which will serve the emerging agentic AI era.

05/27/2026, 6:10 PM • The Motley Fool

Could Amazon Be Spending Too Much on AI? Here's What Wall Street Thinks About Its Planned $200 Billion in Capex for 2026.

Amazon plans to spend $200 billion on capital expenditures in 2026, with most going toward AI infrastructure and data centers. Wall Street is conflicted on whether this massive spending is justified. Bulls point to AWS's $364 billion backlog showing strong demand, while bears worry about reduced short-term free cash flow and unclear long-term capex requirements. The author argues the spending is worthwhile to avoid losing customers to competitors like Microsoft Azure and Google Cloud.

05/27/2026, 5:08 PM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Just Sold UnitedHealth Group Stock. Is He Missing a Huge Opportunity?

Greg Abel, Berkshire Hathaway's new CEO, sold the company's entire 5.1 million-share stake in UnitedHealth Group in Q1 2026 as part of portfolio spring cleaning. While UnitedHealth shares have rallied over 40% since the sale, the author argues Abel made the right call given the stock's valuation risks and the company's ongoing turnaround challenges. Berkshire also exited positions in Amazon, Domino's, Mastercard, and Visa while increasing stakes in Alphabet and adding new positions in Delta Airlines and Macy's.

05/27/2026, 3:32 PM • The Motley Fool

2 Space Stocks That Are Quietly Becoming Some of the Market's Best Opportunities

As the space economy is projected to reach $1.8 trillion by 2035, Rocket Lab and Planet Labs are emerging as top investment opportunities. Rocket Lab operates the second-largest launch service in the U.S. and is expanding into medium-lift rockets, while also growing its space systems business with $2.2 billion in backlog. Planet Labs operates a satellite constellation providing daily imagery for government and commercial customers, with partnerships including Nvidia and Alphabet.

05/27/2026, 1:30 PM • The Motley Fool

CHAT vs. XLK: CHAT Outperforms XLK on Returns, But XLK Offers on Fees

Roundhill Investments' Generative AI & Technology ETF (CHAT) has delivered superior returns of 112.7% over one year with a 54.7% CAGR since inception, significantly outpacing State Street's Technology Select Sector SPDR ETF (XLK) at 52.5% annual returns. However, CHAT charges a 0.75% expense ratio compared to XLK's 0.08%, making XLK more cost-efficient. CHAT suits aggressive AI-focused investors willing to accept higher volatility, while XLK appeals to those seeking broad tech exposure with lower fees and established stability.

05/27/2026, 11:28 AM • The Motley Fool

Record Profits, Not Hype: Goldman Says Nvidia And Micron Take The S&P 500 To 8,000

Goldman Sachs raised its S&P 500 year-end target from 7,600 to 8,000, citing exceptionally strong Q1 earnings driven by AI infrastructure spending. The bank expects S&P 500 EPS to grow 24% in 2026 and 13% in 2027, with semiconductor stocks and hyperscalers accounting for roughly half of earnings growth. However, Goldman flagged risks including potential oil shocks and the need for AI spending to translate into sustainable productivity gains.

05/27/2026, 9:06 AM • Benzinga

Tesla vs. Alphabet: Who Wins the Autonomous AI Race?

Tesla and Alphabet are competing in the robotaxi market, which could be worth $5-10 trillion globally. While Alphabet's Waymo has an early lead with operations in 10 cities, Tesla has a structural advantage through vertical integration and lower manufacturing costs ($30,000 vs. Waymo's $125,000 per vehicle), positioning it to eventually outpace Waymo's expansion despite current slower rollout.

05/27/2026, 8:07 AM • The Motley Fool

3 Beginner-Friendly Growth Stocks to Beat the Market by 2030

The article recommends three beginner-friendly growth stocks poised to outperform the market through 2030: Alphabet, leveraging its dominance in search and cloud computing; MercadoLibre, positioned as Latin America's Amazon with strong e-commerce growth; and GE Vernova, benefiting from surging demand for power generation equipment driven by AI data centers.

05/27/2026, 6:30 AM • The Motley Fool