Warren Buffett Watched Alphabet's Stock Price Climb 9,000% Before He Decided to Invest. Here's Why He and Greg Abel Are Making It One of Berkshire Hathaway's Biggest Investments Now.

Warren Buffett admitted to missing out on a 9,000% gain by not investing in Alphabet earlier, citing his historical avoidance of IPOs and tech stocks. However, he and CEO Greg Abel have now made Alphabet one of Berkshire Hathaway's largest investments, beginning in Q3 2025. Buffett is impressed by Alphabet's massive $200 billion capital expenditure on AI data centers, which Google Cloud CEO Thomas Kurian says have payback periods under two years, translating to roughly 20% annualized returns. With the stock trading at less than 17 times forward earnings, further purchases are expected.

09/19/2026, 10:30 AM • The Motley Fool

Is Arm Holdings Still a Hidden Winner of the AI Chip Race?

Arm Holdings, which licenses CPU designs rather than manufacturing chips, is positioned as a crucial but underappreciated player in the AI infrastructure boom. The company collects royalties on every unit shipped and is expanding beyond smartphones into data centers, where major tech companies like Amazon, Microsoft, Google, and Nvidia build Arm-based CPUs. With recent revenue growth of 23-24% and higher royalty rates from newer architectures, Arm has outperformed Nvidia over the past three years, though its valuation at 55x sales remains richly priced.

09/19/2026, 9:17 AM • The Motley Fool

Cathie Wood Is Selling 2 Magnificent Seven Stocks, but Piling Into Another

Cathie Wood's ARK Innovation ETF has sold significant positions in Alphabet and Amazon following recent price declines, while simultaneously purchasing roughly 38,000 shares of Meta Platforms. Despite the counterintuitive move of buying the rising stock and selling the dips, the article suggests all three remain attractively valued for long-term investors.

09/19/2026, 5:05 AM • The Motley Fool

Sam Altman Admits the AI Industry Has Done "a Terrible Job" Explaining Its Benefits Amid Growing Backlash. Should That Worry Nvidia and Microsoft Investors?

OpenAI CEO Sam Altman acknowledges the AI industry has failed to effectively communicate its benefits to the public, contributing to growing backlash against AI stocks. However, the author argues this is a temporary communication problem, not a fundamental flaw, and predicts the market will eventually embrace AI as it did with smartphones and social media. The real question remains which AI platform will emerge as the dominant winner.

09/19/2026, 4:30 AM • The Motley Fool

2 Stocks to Buy as Google Starts Selling Its AI Chips

Alphabet has begun selling its custom AI chips (TPUs) to customers for the first time in Q2, creating a new revenue stream. Broadcom supplies the chips and benefits from TPU sales across all deployment scenarios. Both companies are positioned to capitalize on growing AI infrastructure demand, with Broadcom showing accelerating AI semiconductor revenue growth (221% YoY) and Alphabet's Cloud segment posting strong profitability improvements.

09/18/2026, 3:22 PM • The Motley Fool

"Magnificent Seven" Stocks Ranked by Share Repurchases and Dividends

Apple and Nvidia lead the Magnificent Seven in total shareholder yield through stock repurchases and dividends at 1.83% and 1.74% respectively. However, massive AI infrastructure investments have significantly reduced free cash flows for most of these companies. Apple's more conservative AI approach and strong capital return plans make it the best choice for yield-seeking investors, while Nvidia faces higher risk from potential AI slowdowns despite strong recent cash generation.

09/18/2026, 3:20 PM • The Motley Fool

API Marketplace Market Gains Momentum as AI Agents and Cloud-Native Development Expand API Discovery and Monetization

The global API Marketplace Market is projected to reach USD 112.61 billion by 2035, growing at 18.13% CAGR, driven by AI-powered services, cloud-native development, and microservices architecture. The U.S. market is expected to reach USD 28.57 billion by 2035 at 17.69% CAGR. Key growth drivers include AI/ML API adoption, hybrid cloud deployments, and open banking initiatives, with North America leading at 34.45% market share and Asia Pacific showing the fastest regional growth at 18.91% CAGR.

09/18/2026, 2:30 PM • GlobeNewswire

Why Alphabet Stock Popped This Morning

Alphabet stock jumped 3% in early trading after analyst Ivan Feinseth at Tigress Financial Partners raised his price target to $485 from $415, citing the company's leadership in Search, Cloud, and YouTube with strong AI momentum. However, the author expresses concern about Alphabet's free cash flow being only 22% of reported earnings, with a concerning 80x price-to-free cash flow ratio due to heavy capital expenditures for AI infrastructure.

09/18/2026, 11:16 AM • The Motley Fool

31% of Berkshire Hathaway's Portfolio Is Concentrated in These 2 AI Stocks Under Greg Abel

Berkshire Hathaway has concentrated 30.7% of its $365 billion equities portfolio in two AI stocks: Apple and Alphabet. Under new CEO Greg Abel, the conglomerate is signaling a bullish stance on AI, with Apple leveraging its 2.5 billion active devices for consumer AI adoption and Alphabet leading across AI research, chip design, and cloud services.

09/18/2026, 10:30 AM • The Motley Fool

2 Game-Changing AI Stocks That Can Plunge 48% and 54%, According to Select Wall Street Analysts

Despite widespread bullish sentiment on AI stocks, select Wall Street analysts have issued bearish outlooks on two major AI players. SpaceX faces a potential 48% downside due to concerns about its AI segment's unsustainable spending, steep losses, and expiring compute deals with major clients. Palantir Technologies could plunge 54% according to one analyst, primarily due to its extremely elevated valuation with a P/S ratio of 72, which historically hasn't been sustainable for innovative companies.

09/18/2026, 7:06 AM • The Motley Fool

What AI Bubble? Jensen Huang Just Delivered Great News for Artificial Intelligence Stocks.

Nvidia CEO Jensen Huang reaffirmed his prediction that AI infrastructure spending will reach $3-4 trillion by 2030, despite headwinds in the sector. Nvidia's latest earnings showed strong performance with 106% revenue growth and 75% gross margins, with its new Vera Rubin GPU architecture entering full production and receiving orders from major hyperscalers. Analysts project 54% upside potential for Nvidia stock over the next 12 months.

09/17/2026, 5:14 PM • The Motley Fool

iManage to Deliver Governed AI-powered Knowledge Work in ChatGPT Enterprise

iManage announced a new integration with ChatGPT Enterprise that allows knowledge workers to securely access and work with governed iManage content directly within ChatGPT while maintaining existing permissions, ethical walls, and audit trails. The plugin enables users to search, read, organize, and save documents back to the iManage platform, leveraging iManage's Context Fabric to provide more relevant and verifiable answers grounded in organizational knowledge.

09/17/2026, 4:00 PM • GlobeNewswire

SpaceX Investors Just Got Some Bad News From Anthropic Founder Dario Amodei

Anthropic founder Dario Amodei called for a slowdown in AI development, citing cybersecurity concerns. This threatens SpaceX's lucrative AI infrastructure business, which relies on a $45 billion computing capacity deal with Anthropic through 2029. SpaceX's heavily overvalued stock (P/S ratio of 87.3) is heavily dependent on AI revenue growth, leaving it vulnerable if major customers reduce spending.

09/17/2026, 8:17 AM • The Motley Fool

Applied Materials vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026?

Applied Materials and Marvell Technology are compared as semiconductor investment options for 2026. Applied Materials, a chipmaking equipment manufacturer, shows steady 4.4% revenue growth with a conservative P/E of 35.4 and strong financial metrics. Marvell Technology, focused on AI data center solutions, demonstrates explosive 42.1% growth but trades at a premium P/E of 55.9 with high customer concentration. The author recommends Applied Materials as the less risky choice, citing concerns about Marvell's heavy exposure to AI spending sustainability and intense competition from tech giants.

09/17/2026, 7:15 AM • The Motley Fool

1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge

Taiwan Semiconductor Manufacturing (TSMC) is positioned to outperform memory chip makers Micron and Sandisk as AI infrastructure spending accelerates. With AI accelerator revenue expected to grow at 60%+ CAGR through 2029 and the company controlling 72.5% of the foundry market, TSMC trades at a discount valuation of 20x forward earnings. Analysts project the stock could reach $850 by 2028, more than doubling from current levels.

09/17/2026, 7:08 AM • The Motley Fool