Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)

In comparing two AI investment plays, Alphabet offers stronger long-term prospects with its diversified AI strategy and cloud computing growth, while Micron wins on short-term valuation and explosive earnings growth driven by data center demand. However, Micron faces uncertainty beyond 2027 when the data center build-out may conclude, making it riskier for long-term investors.

07/03/2026, 2:31 PM • The Motley Fool

Meta Is Reportedly Building a Cloud Business to Rival Amazon and Microsoft -- and a Way to Make Its Massive AI Bet Pay Off

Meta is reportedly developing a cloud business called Meta Compute to sell AI computing power and models, competing with Amazon and Microsoft's cloud units. This move could help justify Meta's massive capital expenditure plans ($125-145 billion for 2026) by monetizing excess data center capacity. The stock jumped 8.8% on the news, though the plan remains unconfirmed. Meta's core business is accelerating with 33% year-over-year revenue growth in Q1, and the stock trades at a modest 21x earnings multiple.

07/03/2026, 9:23 AM • The Motley Fool

Why Is Wall Street So Bullish on Micron? There's 1 Key Reason.

Micron Technology has surged over 800% in the past year, driven by strong Q3 earnings that beat analyst expectations. Wall Street remains bullish on the stock, with analysts projecting Micron could become the world's third-most profitable company by 2027 with estimated operating income of $200.8 billion, trailing only Nvidia and Alphabet.

07/03/2026, 8:16 AM • The Motley Fool

Google Parent Alphabet Invested $900 Million Into SpaceX in January 2015 -- Here's How Much That Investment Is Worth Today

Alphabet's $900 million investment in SpaceX from January 2015 has grown to $110.3 billion, representing a 12,156% return over 11.5 years. The company has also made successful investments in Anthropic (14% stake worth ~$135.1 billion) and AST SpaceMobile (250% gain of ~$571 million), demonstrating Alphabet's prowess as an investor beyond its core search and cloud businesses.

07/03/2026, 8:06 AM • The Motley Fool

Hyperscalers and Sovereign Initiatives: Driving Forces Behind AI Data Center Expansion

The global AI data center market is undergoing rapid transformation as traditional data centers transition to AI-optimized facilities with advanced liquid cooling and high-density designs. Driven by hyperscalers (Microsoft, Google, Amazon, Meta) and sovereign AI initiatives, the market is projected to experience significant growth from 2026-2032. Key challenges include power availability, grid interconnectivity, and energy efficiency, while competitive advantages will stem from power efficiency and advanced networking capabilities.

07/03/2026, 7:58 AM • GlobeNewswire

Virtual Machine Market Projected to Hit USD 53.52 Billion by 2035 as AI, Cloud Computing, and Hybrid IT Infrastructure Drive Adoption | SNS Insider

The global virtual machine market is expected to grow from USD 13.70 billion in 2025 to USD 53.52 billion by 2035, with a CAGR of 14.6%. Growth is driven by increasing adoption of AI, cloud computing, hybrid IT infrastructure, and edge computing. North America leads with 38% market share, while Asia Pacific is the fastest-growing region at 15.7% CAGR. Large enterprises currently dominate, but SMEs are expected to show the fastest growth.

07/03/2026, 5:42 AM • GlobeNewswire

Alphabet Joined the Dow and Became a Top Holding in Berkshire Hathaway's Portfolio. But This Stock Could Be an Even Better Buy.

While Alphabet's addition to the Dow and prominence in Berkshire Hathaway's portfolio has garnered significant attention, Prestige Consumer Healthcare may offer better investment potential. Prestige completed its largest acquisition, purchasing Breathe Right and other OTC brands for $1.045 billion, expanding its portfolio of category-leading brands. The company is also positioning itself to benefit from GLP-1 weight-loss medication side effects through its existing brands like Dramamine and Fleet. However, the acquisition has elevated debt to 4.0x EBITDA, requiring successful execution to reduce leverage by 2028.

07/03/2026, 1:05 AM • The Motley Fool

Meta Wants In on the Cloud. Is Amazon Stock Still a Buy?

Meta is reportedly building a cloud computing service to compete with Amazon Web Services (AWS) by renting AI computing power. However, analysts believe AWS's dominance is secure due to its established enterprise relationships, comprehensive software services, and deep customer base built since 2006. AWS grew revenue 28% year-over-year in Q1 2026 and generates nearly 60% of Amazon's operating income. Amazon stock remains a buy at $242 per share, as Meta's entry would likely only compete in the commodity computing capacity layer, not AWS's full-service platform.

07/02/2026, 9:28 PM • The Motley Fool

OpenAI Is Now Considering a 2027 IPO With a $1 Trillion Valuation. Should Investors Expect the Same Volatility as the SpaceX IPO?

OpenAI is considering delaying its IPO until 2027 to avoid the volatility seen in SpaceX's recent IPO debut. Both companies are spending heavily on AI infrastructure with significant operating losses and distant profitability timelines. Research shows large IPOs typically experience substantial volatility regardless of market conditions, with mega-cap IPOs averaging 26.5% returns in their first week but remaining volatile long-term.

07/02/2026, 9:13 PM • The Motley Fool

Micron Day Is Here!

Micron's earnings report is being closely watched as the company has become the biggest driver of the AI rally, with stock up 270% this year. However, analysts debate whether the company's 1,000% earnings growth is sustainable or if it risks overcommitting to AI while competitors like Chinese chipmakers expand capacity. Meanwhile, Meta launches Arena, a prediction market app, and Alphabet joins the Dow Jones Industrial Average, replacing Verizon.

07/02/2026, 8:33 PM • The Motley Fool

Could SpaceX Eventually Become the Ultimate AI Infrastructure Play?

SpaceX is positioning AI as central to its growth strategy, with AI representing $26.5 trillion of its $28.5 trillion addressable market. The company recently secured a $920 million/month three-year contract with Google and is exploring orbital data centers to revolutionize AI infrastructure. However, significant technical and operational challenges remain in maintaining space-based data centers at scale.

07/02/2026, 5:30 PM • The Motley Fool

If I Could Only Hold 1 Vanguard ETF Forever, Here's What I'd Buy

The article recommends the Vanguard Total Stock Market ETF (VTI) as the ideal single buy-and-hold ETF for long-term investors. VTI is preferred over the Vanguard S&P 500 ETF (VOO) because it provides broader diversification by including roughly 3,500 stocks across all market caps, including mid- and small-cap stocks that have recently outperformed large-caps. With an ultra-low expense ratio of 0.03%, VTI serves as an ideal foundational portfolio holding for participating in broad U.S. economic growth.

07/02/2026, 2:29 PM • The Motley Fool

Hostinger launches ecommerce platform that turns a product photo into a checkout link in minutes – no website required

Hostinger has launched Hostinger Ecommerce, an AI-driven platform that enables small sellers to create and manage online stores across multiple sales channels from a single dashboard. The platform features Quick Links technology that converts product photos into checkout links within minutes, and includes Kodee, an AI support agent that guides setup and manages daily operations. The service is free for existing Business tier customers and starts at $2.99/month for new users.

07/02/2026, 12:00 PM • GlobeNewswire

Here's Why GE Vernova Stock Soared Last Month

GE Vernova stock rose 21.3% in June driven by increased AI infrastructure spending announcements from major hyperscalers. Oracle announced plans to increase capital spending to $90-95 billion in fiscal 2027, while Alphabet announced an $80 billion equity raise for AI infrastructure. These developments support higher long-term earnings forecasts for GE Vernova's gas turbines and electrification equipment used in AI data centers. The company's $163 billion backlog is expected to reach $200 billion by 2027.

07/02/2026, 10:10 AM • The Motley Fool

Is SpaceX Under $160 a Bargain or a Trap?

SpaceX stock has been volatile since its June IPO at $135 per share, currently trading around $157.54 with a $2.07 trillion market cap. While the company shows strong revenue growth (33% YoY to $18.7B) and promising AI contracts, the stock trades at 110x sales with a $4.9B net loss. The author views it as a trap rather than a bargain due to high valuation, expected larger losses ahead, and ~$800B in insider holdings becoming eligible for sale by October.

07/02/2026, 9:15 AM • The Motley Fool