Kevin Warsh's Federal Reserve Is Split on Artificial Intelligence, and It Could Have Dire Consequences for Investors

The Federal Reserve is divided on whether AI infrastructure spending will cause persistent inflation or drive productivity gains that reduce prices. While AI demand is currently pushing up prices in technology and energy sectors, some Fed members argue long-term productivity benefits will be disinflationary. The debate centers on whether the Fed should tighten monetary policy now based on current inflationary pressures or wait for AI's supply-side benefits to materialize. Missteps in either direction could significantly impact equity valuations and market performance.

07/24/2026, 7:15 AM • The Motley Fool

Why Braze Stock Was Sliding This Week

Braze stock fell 15% this week as part of a broader software sector selloff triggered by major tech companies announcing massive increases in AI infrastructure spending. Alphabet raised its 2026 capex guidance to $195-205 billion and signaled substantial further increases in 2027, causing investors to worry that IT budgets will shift away from software implementations toward AI investments.

07/24/2026, 5:32 AM • The Motley Fool

Meet the Trillion-Dollar Company Retail Investors Have Spent More Money Buying Than Any Other Stock in July

Retail investors poured $320 million into SpaceX (SPCX) in July, four times more than into Alphabet, Amazon, and Tesla combined, following its record-breaking IPO. However, the article warns that despite tackling two trillion-dollar opportunities in AI and space, SpaceX faces significant red flags including lack of profitability, unsustainable capital-intensive operations, accelerated insider unlock schedules beginning in August, and Elon Musk's poor track record on delivering promises. SpaceX shares have already declined 28% since the month began.

07/24/2026, 5:06 AM • The Motley Fool

Some Investors Believe SK Hynix Could Be the Next Big AI Stock. History Says It's Not Time to Buy Shares Just Yet.

SK Hynix, a South Korean memory chip company, recently listed on Nasdaq and is benefiting from surging AI infrastructure demand with impressive 198% sales growth and 398% earnings growth. However, the article advises caution as SK Hynix's ADR shares are trading at an abnormal 35% premium compared to its South Korea-listed shares, well above historical norms of 2-4%, suggesting investors should wait until this premium normalizes before buying.

07/24/2026, 4:31 AM • The Motley Fool

Is Marvell Technology the New Nvidia?

While Marvell Technology has emerged as a strong AI investment candidate with major clients Amazon and Microsoft for custom AI chips, the article argues it may not be the better buy compared to Nvidia and Broadcom. Despite solid 41-45% expected revenue growth, Marvell trades at a premium valuation while Broadcom offers faster growth (66-63%) at lower valuations, and Nvidia has similar next-year growth prospects at less than half Marvell's price.

07/24/2026, 4:25 AM • The Motley Fool

David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.

Billionaire investor David Tepper's hedge fund Appaloosa Management holds a significant 5.12% stake in Vistra, an energy company positioned to benefit from AI data center power demands. Vistra supplies electricity to millions of customers and has secured major long-term power purchase agreements with tech companies like Meta. The company showed dramatic improvement with Q1 2026 net income of $1.03 billion compared to a $268 million loss in Q1 2025, though its stock has underperformed other AI-adjacent stocks.

07/24/2026, 2:05 AM • The Motley Fool

Alphabet-Owned YouTube Ad Sales Hit a Record $11.06 Billion. Is YouTube Dangerously Close to Surpassing Netflix in Revenue?

YouTube achieved record ad revenue of $11.06 billion in Q2 2026 with 12.8% growth, narrowing the gap with Netflix's $12.6 billion total revenue. While both platforms operate different business models and serve different niches, YouTube's rapid growth and Netflix's advertising tier expansion suggest both companies will continue thriving with double-digit growth ahead.

07/24/2026, 1:29 AM • The Motley Fool

Cathie Wood Just Bought More SpaceX Stock. Here's Why I Wouldn't Copy Her

While Cathie Wood's Ark Investment Management continues buying SpaceX stock, the author argues against following her lead. Despite SpaceX's impressive achievements in space travel and promising developments in Starlink and AI computing, the stock's valuation is unjustifiably high at a price-to-sales ratio of 78.09. With only $4.7 billion in Q1 2026 revenue growing at 15% year-over-year and heavy capital expenditures in AI, the stock would need to drop significantly before becoming attractive.

07/24/2026, 12:15 AM • The Motley Fool

Amazon Fell 4.6% Today Because Other Companies Said They Would Spend More Money. It Reports July 30.

Amazon stock fell 4.6% on Thursday after Alphabet and Tesla announced increased capital spending plans, raising investor concerns that Amazon may also raise its $200 billion AI capex guidance when it reports Q2 results on July 30. The decline occurred despite no news from Amazon itself, as the market repriced the stock based on competitors' spending announcements and a Senate inquiry into Amazon's marketplace.

07/23/2026, 10:23 PM • The Motley Fool

2 Hidden Businesses to Watch as AI Keeps Heating Up

Despite concerns that AI trends may be peaking, Taiwan Semiconductor's 68% year-over-year revenue growth in June and Meta's expansion of its Louisiana data center to $50+ billion demonstrate sustained momentum in AI infrastructure buildout. The podcast highlights two lesser-known companies positioned to benefit: Comfort Systems USA, which provides specialized cooling and electrical work for data centers, and Celestica, which assembles advanced chips into custom AI server racks.

07/23/2026, 9:07 PM • The Motley Fool

Nvidia's Stock Hasn't Been This Cheap Since 2019. Here's Why It's the Best Buy in the Market Now.

Nvidia's stock has underperformed the S&P 500 in 2026 despite strong business results, causing its valuation to reach its lowest point since 2019 at a P/E ratio of 31. The article argues this makes Nvidia an attractive buy given Wall Street expects 82% revenue growth this fiscal year and 42% next year, with the AI infrastructure build-out still gaining momentum. Nvidia trades at cheaper valuations than many peers while delivering superior growth rates.

07/23/2026, 5:21 PM • The Motley Fool

Stock Market Today, July 23: Tesla Drops 15%, Leading Tech Stock Slide

Major technology stocks declined sharply on July 23, 2026, as investors grew concerned about massive AI infrastructure spending without clear returns. Tesla fell 15% and Alphabet dropped 7% following earnings reports. The Nasdaq Composite fell 2.15%, S&P 500 lost 1.21%, and the Dow declined 0.97%. Rising oil prices and Treasury yields added to the risk-off sentiment, while industrials and healthcare showed relative strength.

07/23/2026, 5:10 PM • The Motley Fool

Prediction: Here's What SpaceX Stock Will Do After Its First Earnings Report

SpaceX is scheduled to release its first quarterly earnings report on August 4, 2026, following its record-breaking IPO in June. While the company's Starlink business shows strong 50% year-over-year growth, SpaceX continues to operate at a loss due to massive capital expenditures on Starship, AI data centers, and orbital compute projects. The article predicts that the earnings report itself will have minimal impact on the stock price, but rather the real pressure will come from the unlocking of 4.6 billion insider shares throughout 2026, which could create significant selling pressure and cause the stock to decline despite solid business fundamentals.

07/23/2026, 4:18 PM • The Motley Fool

59% of Berkshire Hathaway's Portfolio Sits in 5 Dow Stocks. This Is My Top Pick to Buy Now.

Berkshire Hathaway's portfolio is heavily concentrated in five Dow Jones stocks: Apple, American Express, Coca-Cola, Alphabet, and Chevron. The article highlights Apple as the top pick, noting its patient AI strategy and potential to monetize AI through its hardware ecosystem and cloud services, while the stock has risen 21% this year.

07/23/2026, 3:30 PM • The Motley Fool

Mark Zuckerberg's Meta Is Expected to Report $60 Billion in Q2 Revenue on July 29. The Stock Has Recovered From a 20% Drawdown to Within 5% of Flat for the Year.

Meta is set to report Q2 earnings on July 29 with expected $60 billion in revenue. While the advertising business remains strong, investors should focus on whether Zuckerberg's massive $125-145 billion 2026 capital spending plan for AI data centers is paying off. Meta is exploring becoming a cloud infrastructure provider by renting computing power to external customers like Anthropic, potentially creating a second revenue engine alongside its advertising business.

07/23/2026, 2:32 PM • The Motley Fool