This Industrial Stock Is Up 533% in 2 Years. I Predict It Will Join the Dow if Caterpillar Issues a Stock Split.

GE Vernova has surged 533% in two years and could potentially join the Dow Jones Industrial Average if Caterpillar issues a stock split to rebalance the index's industrial sector weighting. The company supplies heavy-duty gas turbines for AI data centers and trades at a reasonable 30.8 P/E ratio, though earnings growth is expected to decelerate after 2026, making it suitable only for risk-tolerant investors.

07/24/2026, 8:15 PM • The Motley Fool

Why Tyler Technologies Stock Tanked This Week

Tyler Technologies stock fell nearly 10% this week as investors shifted from software to AI hardware companies. The sell-off was triggered by Alphabet's announcement of increased capital expenditures on AI hardware, raising concerns about IT budget reallocation. However, Tyler's public-sector client base provides some insulation from this trend due to less flexible budgets, making the decline viewed as a potential buying opportunity.

07/24/2026, 8:09 PM • The Motley Fool

QQQ vs. VGT: Where Should You Invest $1,000 Right Now?

The article compares two tech-focused ETFs: Invesco QQQ (tracking Nasdaq-100) and Vanguard Information Technology ETF (VGT). QQQ offers better diversification with ~30% non-tech holdings providing downside protection, while VGT is a pure tech play with lower expenses (0.09% vs 0.10%). The author recommends QQQ for its balance amid inflation concerns and geopolitical risks, though both ETFs remain viable for those bullish on AI-driven earnings growth.

07/24/2026, 2:33 PM • The Motley Fool

Alphabet Just Proved Why It's a Top Artificial Intelligence (AI) Stock Once Again

Alphabet delivered strong Q2 results with Google Search revenue growing 17% year-over-year and Google Cloud revenue surging 82% with improving margins. Despite these impressive metrics, the stock declined following the announcement due to increased capital expenditure guidance of $195-205 billion for the year. The author argues this market reaction is short-sighted, as Alphabet's spending strategy is positioning it well for future AI growth with a $514 billion backlog to work through.

07/24/2026, 1:33 PM • The Motley Fool

S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions

Major U.S. stock indexes rallied Friday as oil prices fell 4% to $95/barrel on reports of potential U.S.-Iran peace negotiations brokered by Pakistan and China. The Dow gained 0.7%, S&P 500 rose 0.6%, while the Nasdaq barely moved up 0.1%. Apple boosted the market, but American Express and SK Hynix declined on earnings concerns. Investors await four more Magnificent 7 earnings reports next week to assess AI infrastructure spending trends.

07/24/2026, 12:37 PM • The Motley Fool

Is NextEra Energy Inc a Buy After Its Latest Earnings Report?

NextEra Energy reported strong Q2 earnings with adjusted EPS up 9.5%, driven by robust demand from AI data centers and other large customers. The company expects continued growth of over 8% annually through 2035, with additional acceleration expected from its pending $67 billion acquisition of Dominion Energy. Despite trading at a premium valuation of 22x forward earnings, analysts view it as a compelling buy given its growth prospects and dividend yield.

07/24/2026, 10:33 AM • The Motley Fool

AI Watermarking Market Size to Surpass $5,040.94 Million by 2035, Fueled by AI Content Authentication and Copyright Protection Technologies | Research by SNS Insider

The global AI watermarking market is projected to grow from $520.50 million in 2025 to $5,040.94 million by 2035, with a CAGR of 25.49%. Growth is driven by increasing demand for AI content authentication, copyright protection, and regulatory compliance. Invisible watermarking leads the market with 61% share, while the copyright protection segment is expected to show the fastest growth. North America dominates with 37.70% market share, followed by Europe and Asia Pacific.

07/24/2026, 9:30 AM • GlobeNewswire

Rigetti Computing Is Trading Under $15: Is Now the Time to Buy?

Rigetti Computing, a leading pure-play quantum computing stock, is trading at $14.85, down 33% year-to-date despite a $100 million government contract announcement in May. While the quantum computing industry is projected to grow significantly by 2035, Rigetti currently generates minimal revenue ($4.4M in Q1) and operates at a loss. The stock remains highly volatile and speculative, with analysts targeting $30.50 per share, but investors should approach it as a small, high-risk portfolio position.

07/24/2026, 7:34 AM • The Motley Fool

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