Is IonQ Stock a No-Brainer Buy? Here's What History Says.

IonQ's trapped-ion quantum computing technology offers competitive advantages, but the company faces significant challenges as a cash-burning startup competing against tech giants and other quantum computing firms. With $272 million in operating losses, dependence on outside capital, and 15% share dilution in the past year, history suggests IonQ should be treated as a speculative investment rather than a no-brainer buy.

07/23/2026, 5:26 AM • The Motley Fool

Billionaire Ken Griffin of Citadel Dropped a Can't-Miss, 2-Word Reality Check on the AI Revolution

Citadel founder Ken Griffin called AI a 'hype' bubble, stating that $500 billion in AI investments are being driven by exaggeration rather than proven value. While acknowledging that broad technology spending benefits the economy, Griffin warned that AI optimization remains years away, similar to past tech bubbles like the dot-com era. He suggests the AI revolution will take much longer to mature than Wall Street currently expects.

07/23/2026, 5:06 AM • The Motley Fool

Alphabet Just Delivered 82% Cloud Growth. Why It Wasn't Enough

Alphabet reported strong Q2 earnings with 82% Google Cloud revenue growth to $24.8B and overall revenue up 24% to $119.8B. However, the stock fell after-hours as investors focused on the company's massive capital expenditure increase of $15B to $195-205B annually. Alphabet reported negative free cash flow of $5.8B for the first time as a public company, with expectations for continued negative FCF due to AI infrastructure spending.

07/22/2026, 8:17 PM • The Motley Fool

Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

07/22/2026, 3:30 PM • The Motley Fool

Alphabet Reports Q2 Results After the Bell Today. The Number That Decides the Stock Isn't Revenue or Earnings -- It's Capex.

Alphabet reports Q2 earnings after market close, with capital expenditures being the key metric investors should watch rather than revenue or earnings. The company raised 2026 capex guidance to $180-190 billion in April, requiring spending to accelerate significantly from Q1's $35.7 billion. The critical question is whether AI infrastructure spending translates into proportional growth, particularly in Google Cloud which grew 63% YoY with a $460 billion backlog. Stock reaction will depend on whether capex guidance holds steady while cloud growth continues, or if another guidance raise without matching growth signals rising AI costs.

07/22/2026, 1:25 PM • The Motley Fool

Stock Market Midday, July 22: Markets Brace for Alphabet Earnings as Hyperscaler's AI Debt Comes Into Focus

Markets showed mixed performance on July 22, 2026, with tech stocks under pressure amid concerns about massive AI infrastructure spending. Oil prices surged above $86/barrel due to Middle East tensions, fueling inflation worries. Goldman Sachs highlighted $489 billion in AI-related debt issuance this year, with hyperscalers accounting for 40%. Investors await Alphabet and Tesla earnings after hours to assess whether intensive AI spending is translating to revenue growth.

07/22/2026, 12:19 PM • The Motley Fool

What History Says About Stocks That Join the Nasdaq-100 and What It Means for SpaceX

SpaceX was added to the Nasdaq-100 on July 7, 2026, and initially dropped 17% in its first 10 days, following historical patterns where most new index additions decline in their first week. However, historical data shows stocks added to the Nasdaq-100 typically gain 3.6% after one month and 6.3% after three months. SpaceX's long-term prospects depend on capturing its $26.5 trillion addressable market in AI infrastructure, with potential revenue from computing capacity deals with Alphabet, Anthropic, and the Department of Defense, though the company faces significant capital expenditure requirements and already substantial losses.

07/22/2026, 11:10 AM • The Motley Fool

Should You Buy SpaceX Stock Before Aug. 4?

SpaceX stock has plummeted 45% from its post-IPO peak despite strong fundamentals in satellite internet and AI infrastructure. While the company's Q2 earnings report on Aug. 4 may show impressive growth from new AI deals worth billions monthly, the stock remains heavily overvalued with a P/S ratio of 83.7—13 times higher than the Nasdaq-100. Analysts recommend a long-term investment horizon of at least five years rather than expecting an immediate recovery from the earnings report.

07/22/2026, 10:05 AM • The Motley Fool

If Mark Zuckerberg Says These Words on July 29, Meta Platforms' Stock Could Skyrocket

Meta Platforms is expected to announce a cloud computing business during its Q2 earnings on July 29. If CEO Mark Zuckerberg confirms the launch, the stock could surge as it would justify the company's massive AI infrastructure spending and create a lucrative new revenue stream. However, if the announcement doesn't happen, the stock could sell off as the market has already priced in this expectation.

07/22/2026, 6:05 AM • The Motley Fool

Glow Emerges From Stealth With $180 Million to Reinvent Endpoint Security in the AI Era

Glow, an AI-powered endpoint security startup founded by executives from Meta, Snowflake, and Claroty, has emerged from stealth with $180 million in funding at a $1.2 billion valuation. The company aims to redefine enterprise endpoint security with a prevention-first approach designed for the AI era, addressing the rapid adoption of AI tools on corporate devices.

07/22/2026, 6:00 AM • GlobeNewswire

Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?

Apple recently reclaimed the title of world's largest company but faces valuation concerns with a forward P/E of 34x and risks from higher device prices impacting upgrade cycles. Nvidia, trading at a cheaper 16x forward P/E, offers better growth prospects with its dominant AI infrastructure position, expanding networking portfolio, and strong positioning in the emerging inference market. The analyst recommends Nvidia as the more attractive megacap tech stock despite risks from eventual AI infrastructure spending slowdown.

07/22/2026, 4:02 AM • The Motley Fool

Warren Buffett Reveals He Was Behind Berkshire's Decision to Invest in Alphabet

Warren Buffett disclosed that he personally initiated Berkshire Hathaway's investment in Alphabet, surprising many who expected the move to come from incoming CEO Greg Abel. The investment underscores how large tech companies like Alphabet have become accessible to traditional value investors due to their understandable business models centered on familiar products like Google Search and YouTube.

07/21/2026, 7:30 PM • The Motley Fool

Jamie Dimon's Latest Warning Sends Shockwaves Through Wall Street. History Is Very Clear About What Happens Next.

JPMorgan Chase CEO Jamie Dimon warned that investors are underestimating economic headwinds and are not being prudent buyers at current stock valuations. He expressed skepticism about AI spending payoffs, noting they won't materialize as expected. The S&P 500's Shiller CAPE ratio has reached levels last seen during the dot-com bubble, historically preceding market declines. However, the article notes that while pullbacks are inevitable, long-term investors who focus on quality companies and valuations can still achieve significant gains.

07/21/2026, 6:15 PM • The Motley Fool

Stock Market Today, July 21: Micron Surges 12% as Semiconductor Strength Lifts Nasdaq

Major stock indices gained on July 21, 2026, with the Nasdaq rising 1.29%, S&P 500 up 0.89%, and Dow Jones adding 0.74%. Semiconductor stocks led the rally, with Micron surging 12% and SanDisk soaring 14%. AMD gained 8% following its AI deal with Microsoft, while General Motors and AeroVironment also posted gains. The rally occurred despite geopolitical tensions and tariff concerns, with strong AI demand from South Korea supporting chip stocks.

07/21/2026, 5:03 PM • The Motley Fool

Berkshire Hathaway's New Leader Has Loaded Up on Alphabet With $10 Billion in Cash. Here's the Likely Reason.

Under new leadership, Berkshire Hathaway has significantly increased its stake in Alphabet to nearly $31 billion, making it the conglomerate's fifth-largest holding. The investment reflects confidence in Alphabet as a full-stack AI company with strong cloud computing growth and vertical integration capabilities, offering exposure to AI without excessive volatility.

07/21/2026, 4:24 PM • The Motley Fool