NextEra Energy Is Becoming the Utility Sector's Biggest AI Power Bet -- Here Are the Numbers That Prove It

NextEra Energy is positioning itself as the leading utility for powering AI data centers, with 21 GW of interest from large-load customers and active discussions on 12 GW of capacity. The company is developing 30 potential data center hubs across the U.S. and partnering with Google and ExxonMobil. Its planned merger with Dominion Energy would create the world's largest regulated electric utility with over 130 GW in large-load opportunities, supporting 9%+ annual earnings growth through 2035.

07/28/2026, 5:30 AM • The Motley Fool

Could Alphabet Overtake Nvidia to Become the World's Most Valuable Stock?

While Nvidia currently leads the AI infrastructure phase with a $4.8 trillion market cap versus Alphabet's $4 trillion, the article argues Alphabet could overtake it if AI spending shifts from building infrastructure to monetizing AI across existing products. Alphabet's massive user base, multiple revenue streams, and ability to embed AI into Google Search, YouTube, Workspace, and Cloud give it a credible path to becoming the world's most valuable company.

07/28/2026, 5:15 AM • The Motley Fool

Prediction: Warren Buffett's Successor, Greg Abel, Extended a Dubious 15-Quarter Net-Selling Streak at Berkshire Hathaway in the 2nd Quarter

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, likely continued a 15-quarter net-selling streak in Q2 2026, having sold approximately $194.8 billion more in stocks than purchased since October 2022. The selling is attributed to historically expensive stock market valuations, with the Buffett indicator hitting an all-time high of 238.5%. However, Abel's aggressive $10 billion private placement purchase of Alphabet stock could potentially end the streak if it closes in Q2.

07/28/2026, 5:06 AM • The Motley Fool

SpaceX Stock Plummets 50% Below Its Post-IPO High. History Says a $5,000 Investment Will Be Worth This Much by June 2027.

SpaceX stock has crashed 50% from its post-IPO peak of $226 to $113 in less than two months following the largest IPO in history. The sell-off reflects post-IPO profit-taking, recent launch aborts, cooling AI sentiment, and expiring lock-up agreements. Analysts suggest the stock could dip below $100 in the near term but could recover to $135 by June 2027 if the company demonstrates clean Starship flights and Starlink profitability.

07/27/2026, 4:30 PM • The Motley Fool

Planet Labs PBC vs. Snowflake: Is a Space Stock or AI Cloud Stock the Better Buy in 2026?

The article compares two unprofitable but rapidly growing companies: Planet Labs PBC, which operates 200+ satellites for Earth imaging, and Snowflake, a cloud data platform for AI analytics. Both face different competitive pressures and risk profiles. Planet Labs has lower valuation multiples but higher government revenue concentration, while Snowflake benefits from platform-agnostic positioning in the AI boom. The author gives a slight edge to Planet Labs for its stronger competitive moat, though neither is guaranteed long-term success.

07/27/2026, 4:10 PM • The Motley Fool

Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia

Alphabet raised its 2026 capex guidance to $195-205 billion (from $180-190 billion) due to surging demand for AI services that is outpacing supply. With a $514 billion cloud backlog and plans to deploy Nvidia's next-generation Vera Rubin chips, Alphabet's increased spending is expected to significantly boost Nvidia's sales and growth trajectory.

07/27/2026, 3:33 PM • The Motley Fool

Oracle Stock Is Down 64% in 10 Months. Is This the Best Buying Opportunity in AI -- or a Falling Knife?

Oracle's stock has plummeted 64% from its September peak despite strong business fundamentals, including 21% revenue growth and a massive $638 billion backlog. However, the company has taken on nearly $130 billion in debt (300% debt-to-equity ratio) to build AI data centers, with roughly $300 billion of its backlog dependent on a single customer: OpenAI. OpenAI's severe unprofitability ($21 billion in losses against $13 billion in sales) and delayed IPO raise concerns about its ability to pay Oracle, making this a risky investment despite attractive valuations.

07/27/2026, 2:26 PM • The Motley Fool

Apple Is Barely Spending on AI While Its Rivals Pour In $700 Billion. Is That Discipline or Denial?

While Alphabet, Amazon, Microsoft, and Meta plan combined capital spending exceeding $700 billion in 2026 primarily for AI infrastructure, Apple spent only $12.7 billion in fiscal 2025. Apple's hybrid model relies on renting third-party cloud capacity rather than building its own data centers, allowing it to generate record free cash flow while maintaining accelerating revenue growth. The strategy's success depends on sustained access to affordable third-party computing capacity as AI becomes increasingly critical to device purchases.

07/27/2026, 1:14 PM • The Motley Fool

Is Meta Platforms' Stock a Buy Ahead of Its Q2 Earnings Report?

Meta Platforms prepares to report Q2 earnings on July 29 amid heavy AI infrastructure spending. The company is shifting focus from metaverse investments to AI and considering launching a cloud computing business to compete with hyperscalers. Investors are concerned about rising capex commitments, though Meta's stock trades at a discounted valuation. The article suggests waiting until after earnings to buy, as a post-report dip is expected.

07/27/2026, 12:31 PM • The Motley Fool

Will Amazon CEO Andy Jassy's $200 Billion AI Bet Pay Off on July 30?

Amazon is investing $200 billion in AI infrastructure to maintain its competitive edge in cloud computing. The company's Q1 results showed strong AI momentum with Bedrock revenue up 170% quarter-over-quarter and a $364 billion backlog. Investors await Q2 earnings on July 30 to see if Amazon can continue demonstrating returns on its massive capex spending.

07/27/2026, 10:30 AM • The Motley Fool

Kevin Warsh's Federal Reserve Just Issued an 11-Word Warning to Wall Street. Here's What History Says Comes Next.

The Federal Reserve under Kevin Warsh warned that prolonged above-target inflation could entrench inflation expectations, potentially triggering a wage-price spiral. Drawing parallels to the 1970s crisis that required Paul Volcker's painful 20% rate hikes, the article suggests the Fed may need to raise rates before year-end despite risks to the debt-fueled AI sector and stock market valuations.

07/27/2026, 10:15 AM • The Motley Fool

Alphabet's Stake in SpaceX Just Swelled to $94.1 Billion, and Its Position in Anthropic Is Worth Even More

Alphabet's initial $900 million investment in SpaceX in 2015 is now worth $94.1 billion, with $80 billion subject to early release restrictions beginning in August 2026. Additionally, Alphabet's stake in Anthropic, the developer of Claude, is valued at over $124.3 billion based on the company's non-marketable equity securities. These investments demonstrate Alphabet's prowess as a venture investor alongside its core AI infrastructure spending.

07/27/2026, 7:06 AM • The Motley Fool

Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow

The article ranks the Magnificent Seven tech stocks (Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla) based on future cash flow projections rather than P/E ratios. Meta and Amazon emerge as the most attractive values, with Meta benefiting from AI-integrated advertising and Amazon's AWS cloud services showing strong growth potential. Tesla and Apple are deemed less attractive based on future cash flow metrics.

07/27/2026, 5:06 AM • The Motley Fool

Alphabet CEO Sundar Pichai Just Made a Major Decision Affecting Nvidia and Broadcom Investors

Alphabet raised its 2026 data center capital expenditure guidance to $195-205 billion (up from $175-185 billion), signaling increased spending on AI infrastructure. This benefits chipmakers Nvidia and Broadcom, which supply GPUs and custom AI chips respectively. While Alphabet's stock initially declined on the news, the company's strong Google Cloud growth (82%) suggests the capex investment will drive future profitability.

07/26/2026, 8:31 PM • The Motley Fool

Retail Investors Are Pulling Money From Blackstone's Private Credit Fund. Here's What Its Latest Quarter Says.

Despite retail investors withdrawing 10% of capital from Blackstone's BCRED private credit fund in Q2 (exceeding the 5% redemption cap), the company reported strong financial results with distributable earnings up 26% to $2 billion. The article argues that AI investments, not private credit concerns, are the real driver of Blackstone's growth, with nine of its ten best-performing assets having AI exposure. The company raised $70 billion in total inflows and continues expanding its data center platform through partnerships with Google.

07/26/2026, 4:30 PM • The Motley Fool