Nvidia Returned a Record $26 Billion to Shareholders. Here's Why That Matters.

Nvidia returned a record $26 billion to shareholders in fiscal Q2 2027, including a 25-fold increase in its quarterly dividend to $0.25 per share. The company plans to return at least 50% of free cash flow through buybacks and dividends going forward. With analysts projecting free cash flow to reach $441 billion by fiscal 2029, Nvidia's dividend could potentially triple over the next three years, positioning it as a compelling dividend growth stock despite strong ongoing revenue growth.

09/14/2026, 7:30 AM • The Motley Fool

The Stock Market Is Repeating a Pattern Last Seen Decades Ago -- Here's What History Says Happens Next

The current bull market is characterized by narrow leadership, with a near-record number of S&P 500 companies exhibiting negative beta—a pattern last seen during the dot-com bubble. While a handful of AI stocks have driven gains, many companies have seen prices collapse. This concentration poses risks: if the bubble pops, diversification into quality and value stocks may be necessary, though it could reduce returns if the bull market continues.

09/14/2026, 4:30 AM • The Motley Fool

Viral AI Doomer Tweet: Engineered Panic?

A viral post by former OpenAI/Anthropic researcher Jacob Coxon warning of reckless AI development toward superintelligence sparked market concerns. However, industry insiders including former Trump AI Czar David Sacks questioned the post's authenticity, citing suspicious metrics, lack of evidence, and speculation that it may be regulatory capture by top AI firms ahead of midterms. Despite short-term volatility, AI stocks remain under watch as the sector continues to drive ~50% of U.S. GDP growth.

09/13/2026, 11:35 PM • Zacks

Sundar Pichai Says Alphabet's Cloud Backlog Hit $514 Billion After 82% Revenue Growth Last Quarter. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

Alphabet's Google Cloud division achieved 82% year-over-year revenue growth in Q2 2026, with a backlog reaching $514 billion—exceeding the company's entire trailing 12-month revenue of $446 billion. While Search remains the primary profit driver at 55% of revenue, Google Cloud's rapid expansion and massive backlog signal it will likely become Alphabet's biggest long-term growth engine, with only a small percentage of enterprise workloads currently shifted to cloud.

09/13/2026, 8:03 AM • The Motley Fool

Better Artificial Intelligence ETF: Roundhill's CHAT vs. State Street's XLK

The article compares two technology ETFs: Roundhill's CHAT, an actively managed AI-focused fund with 55.2% one-year returns but higher fees (0.75%) and volatility, versus State Street's XLK, a broader tech sector ETF with lower costs (0.08%) and steadier performance. The author recommends CHAT for AI-focused investors seeking exposure to the generative AI boom, while XLK suits conservative investors preferring diversification and lower expenses.

09/13/2026, 2:17 AM • The Motley Fool

Not Nvidia. Not Micron. This Dirt Cheap “Magnificent Seven” Stock Could Be the Biggest Winner of the Trillion-Dollar AI Race – Here’s the Case.

The article argues that Alphabet, trading at a cheap 15x forward earnings valuation, could be the biggest winner in the AI race compared to other Magnificent Seven stocks. Unlike chip makers Nvidia and Micron who only profit from selling products, Alphabet benefits from AI as both a provider and user of AI technology, positioning it for success regardless of which chip designer gains market share. The company's Google Search dominance (90%+ market share) generates $81 billion in ad revenue, while its Google Cloud AI business is experiencing explosive growth.

09/12/2026, 6:15 PM • The Motley Fool

Berkshire Hathaway Has Paid Exactly 1 Dividend Since 1965. Here's Where the Cash Goes Instead.

Berkshire Hathaway has maintained its no-dividend policy since 1967, instead reinvesting earnings into acquisitions and share buybacks. Under new CEO Greg Abel, the company continues this strategy, recently acquiring Taylor Morrison for $8.5 billion and increasing its Alphabet stake by $17 billion. Abel has also accelerated share repurchases to $8 billion since April, while maintaining over $350 billion in cash reserves.

09/12/2026, 4:30 PM • The Motley Fool

The $760 Billion AI Risk That Nobody Is Talking About. But Should.

Amazon, Alphabet, Microsoft, and Meta are expected to spend $760 billion on AI infrastructure capex in 2026, an 80% increase from 2025. While AI demand is real and supported by customer commitments, investors should question whether this massive spending will generate attractive returns long-term. The risk lies in potential overcapacity if AI becomes more efficient, computing costs drop, or demand doesn't materialize as expected—similar to previous technology cycles.

09/12/2026, 7:03 AM • The Motley Fool

Should You Buy Alphabet Stock Right Now?

Alphabet's stock has declined 18% from its May high despite accelerating revenue growth (24% YoY) and expanding profit margins. However, the company's aggressive AI infrastructure spending has pushed free cash flow into negative territory at -$5.9 billion in Q2, with capital expenditures doubling to $44.9 billion. The analyst considers the stock reasonably valued at a forward P/E of 22, noting that Google Cloud's improving profitability suggests the heavy AI spending is beginning to generate returns, though risks remain if spending outpaces payoff.

09/12/2026, 5:23 AM • The Motley Fool

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.

09/12/2026, 5:15 AM • The Motley Fool

X Pay is live on mainnet

X Pay has launched a payment gateway that enables any API or software to charge for individual HTTP requests and settle in USDC on Base mainnet. The service eliminates traditional payment barriers like accounts, API keys, and subscriptions by leveraging the x402 standard and stablecoins, allowing economically viable micropayments for the first time. The x402 standard, contributed by Coinbase and managed by the Linux Foundation, has already processed over 169 million payments across 590,000 buyers and 100,000 sellers.

09/11/2026, 10:55 AM • GlobeNewswire

Warren Buffett's Successor, Greg Abel, Has 82% of Berkshire's $360 Billion Portfolio Concentrated in 10 Superstar Stocks

Greg Abel has taken over as CEO of Berkshire Hathaway following Warren Buffett's retirement. Abel maintains Buffett's strategy of portfolio concentration, with 82% ($294 billion) of Berkshire's $360 billion invested assets concentrated in 10 stocks. A key difference is Abel's willingness to invest in tech stocks like Apple and Alphabet, while maintaining Buffett's core holdings in financial stocks and 'indefinite' holdings like Coca-Cola and American Express.

09/11/2026, 5:06 AM • The Motley Fool

1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance

Vertiv announced a $1.45 billion acquisition of Utility Innovation Holdings to expand into microgrid solutions and upstream power architecture for data centers. This move allows Vertiv to extend its dominance beyond server room cooling into grid-level power solutions, positioning it to capture a larger share of hyperscalers' capital expenditures. The company projects 40% annual earnings growth over three years, though risks remain if hyperscalers cut spending.

09/11/2026, 2:05 AM • The Motley Fool

Nvidia Is One of the Most Profitable Businesses in the World. Here's Why the Stock Is Worth $311 a Share Right Now -- 39% More Than Its Share Price.

Nvidia maintains an exceptional 64% net profit margin and has pivoted from gaming chips to become the leading provider of AI data center chips. The article argues the stock appears undervalued, with a forward P/E ratio of 25.1 well below its five-year average of 34.4, suggesting a fair value around $311 per share—39% higher than its current price.

09/10/2026, 3:30 PM • The Motley Fool

Advanced Micro Devices vs. Nvidia: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Nvidia as AI chip investments for 2026. While AMD shows strong growth with 34.3% revenue increase and successful partnerships, Nvidia dominates with 65.5% revenue growth, 55.6% net margins, and $96.7B in free cash flow. The author recommends Nvidia for long-term investors due to its superior scale, ecosystem depth, and industry lock-in, though AMD is presented as a reasonable lower-priced alternative.

09/10/2026, 2:31 PM • The Motley Fool