Is Alphabet Stock Undervalued?

Alphabet's P/E ratio of 17x appears undervalued compared to the S&P 500's 25x, but this is misleading due to one-time investment gains from SpaceX holdings artificially boosting earnings. Using alternative valuation metrics like operating profit and operating cash flow, Alphabet trades at average to above-average historical levels. The stock is a reasonable investment but not a compelling buying opportunity like it was in April 2025.

09/08/2026, 12:06 PM • The Motley Fool

Billionaire David Tepper Just Bought These 2 Artificial Intelligence (AI) Stocks That Wall Street Thinks Could Soar by 50% or More

Billionaire David Tepper's hedge fund Appaloosa Management added SpaceX and CoreWeave to its portfolio in Q2, betting on their AI growth potential. While Wall Street sees 50-62% upside for both stocks, SpaceX appears overvalued at a P/S ratio of 69.1 with limited margin for error, whereas CoreWeave's P/S ratio of 5.8 seems more reasonable given its 112.5% revenue growth and $104 billion revenue backlog.

09/08/2026, 8:30 AM • The Motley Fool

Alphabet vs. Meta Platforms: Which "Magnificent Seven" Titan Has More Room to Run in September?

Alphabet and Meta Platforms are compared as advertising giants pursuing AI investments. While Meta is cheaper and growing faster, Alphabet has a more sound AI strategy with its profitable cloud computing business. Alphabet's AI path appears to be working better than Meta's open-source, non-monetizable approach, making Alphabet the better investment despite Meta's current valuation advantage.

09/08/2026, 6:15 AM • The Motley Fool

Worried About the September Effect? Here’s What History Tells Us About Investing During What’s Generally Been the Worst Month for Stocks.

The article examines the 'September Effect,' a historical pattern where the S&P 500 has declined more often in September than any other month, averaging a 1.1% decline since 1928. However, historical data from the past decade shows that investors who continued investing through September downturns were rewarded with significant gains over the medium to long term, suggesting that market timing is ineffective and investors should maintain their investment strategy regardless of seasonal patterns.

09/08/2026, 6:05 AM • The Motley Fool

Warren Buffett's Hand-Picked Successor, Greg Abel, has 68% of Berkshire Hathaway's Portfolio Invested in Just 5 Stocks. Here's My Top Pick for September.

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, maintains 68% of the portfolio in five major stocks: Apple, American Express, Coca-Cola, Alphabet, and Bank of America. Apple is highlighted as the top pick for September due to new CEO John Ternus's engineering background, upcoming product launches on Sept. 9 including AI-enhanced Siri, and the company's strong competitive moat despite trading at 36x forward earnings.

09/08/2026, 4:10 AM • The Motley Fool

The Bond Market Sell-Off Is Appearing in Earnings Reports

Rising bond yields at 20-year highs are impacting corporate earnings and stock performance. Klarna reported strong operational metrics but cut guidance due to softer consumer spending in Germany, causing a 21% stock decline. Home Depot beat expectations despite a frozen housing market but showed limited growth. The higher interest rate environment is pressuring companies reliant on consumer spending and capital-intensive AI buildouts, with hyperscaler capex expected to reach $1.2 trillion next year, increasingly funded by debt.

09/07/2026, 4:15 PM • The Motley Fool

Set a Fair Starting Line, as Favorites Can Falter

The Motley Fool illustrates the importance of equal portfolio weighting by comparing The Trade Desk, which fell from 40-fold returns to under 4-fold after Amazon undercut its pricing, with Arista Networks, which surpassed it with 40-fold returns. The article emphasizes giving every stock a fair starting position and then backing winners while retiring underperformers, rather than loading up on perceived favorites.

09/07/2026, 3:19 PM • The Motley Fool

Chewy vs. Uber Technologies: Which Consumer Stock Is a Better Buy in 2026?

The article compares Chewy and Uber Technologies as investment options for 2026. Chewy, a pet e-commerce leader with 21.3 million customers, shows steady 6% revenue growth and expanding veterinary services but faces intense competition and narrow margins. Uber, with $52 billion in revenue and strong profitability, dominates global mobility and delivery but faces regulatory risks regarding driver classification. The author recommends Uber for long-term investors due to its stronger competitive moat and profitability, despite Chewy's promising growth trajectory in pet health services.

09/07/2026, 12:25 PM • The Motley Fool

AI in Pharmaceutical Market to Hit USD 48.43 Billion by 2035, Growing at 31.76% CAGR – SNS Insider

The global AI in pharmaceutical market is projected to grow from USD 3.07 billion in 2025 to USD 48.43 billion by 2035, with a CAGR of 31.76%. The U.S. market is expected to reach USD 15.10 billion and Europe USD 12.60 billion by 2035. Growth is driven by generative AI, adaptive trials reducing patient enrollment by 40%, regulatory endorsement including FDA's qualification of AIM-NASH, and increased venture capital investment in AI-first drug discovery platforms.

09/07/2026, 8:30 AM • GlobeNewswire

The Stock Market Has Not Been This Expensive Since the Dot-com Bubble's Peak. History Says to Prepare for What Might Come Next.

The S&P 500's Shiller CAPE ratio has reached its highest level since the dot-com bubble peak, driven by unsustainable AI-related earnings gains and massive capital expenditures. While super-intelligent AI could justify current valuations, the market faces significant downside risk. Investors should maintain diversified portfolios rather than betting heavily on either scenario.

09/07/2026, 7:30 AM • The Motley Fool

Berkshire Hathaway's Cash Fell From $397 Billion to $366 Billion in a Single Quarter

Berkshire Hathaway deployed $31 billion of its massive cash pile in Q2 2026, marking a significant shift after years of accumulation. CEO Greg Abel made major investments in Alphabet ($17 billion), increased positions in Delta Air Lines and Macy's, and resumed share buybacks with $4.5 billion spent on Berkshire's own stock. While most of the $366 billion cash balance remains undeployed, the company's willingness to invest suggests a more opportunistic stance going forward.

09/06/2026, 8:30 PM • The Motley Fool

Forget AI Stocks: This Clean-Power Play Is the Real Winner

The article argues that instead of investing in volatile AI stocks, investors should consider Brookfield Renewable, a clean energy company positioned to benefit from AI's massive electricity demands. With projected 60% growth in U.S. electricity demand by 2045 and a ~5% dividend yield with consistent 5% annual growth, Brookfield Renewable offers more stable returns than speculative AI plays.

09/06/2026, 4:15 PM • The Motley Fool

What to Invest in for the Next 5 Years: My Prediction Is Boring, and That's the Point

The author predicts AI stocks will continue to rally over the next 5 years, citing strong growth from chipmakers like Nvidia and Broadcom, as well as hyperscalers investing heavily in AI infrastructure. Broadcom expects AI chip revenue to double to $115B in fiscal 2027 and again to $230B in fiscal 2028, while Nvidia anticipates 70% YoY revenue growth in fiscal 2028. The author also highlights smaller infrastructure companies like Nebius and Iren as potential opportunities in the AI supply chain.

09/06/2026, 12:08 PM • The Motley Fool

Despite Revenue Skyrocketing More Than 100%, Nvidia Stock Trades at 24 Times Forward Earnings. Is the Market Warning Investors About What's to Come?

Nvidia's revenue surged 106% year-over-year with diluted EPS up 128%, yet the stock trades at a forward P/E of 24.2, suggesting the market is pricing in uncertainty about the durability of the AI boom. While hyperscaler capex and AI adoption metrics remain robust, investors worry about potential slowdowns in enterprise AI spending and the sustainability of current growth rates.

09/06/2026, 9:15 AM • The Motley Fool

Prediction: Amazon Will Join Nvidia, Apple, and Alphabet in the $4 Trillion Club Before 2029

Amazon, currently valued at $2.75 trillion, is predicted to reach a $4 trillion market cap by 2029, requiring approximately 45.5% stock growth. Despite underperforming the S&P 500 over the past five years, Amazon's strong AWS cloud infrastructure growth (37% YoY), AI-driven demand, and e-commerce dominance position it well for future gains. The company's potential margin improvements through automation and robotics, combined with digital advertising growth, provide multiple growth engines.

09/05/2026, 3:20 PM • The Motley Fool