Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy?

Micron's stock has fallen 30% from its all-time high, but the article argues that a lower price doesn't automatically make it a bargain. The key question is whether the company's long-term earnings fundamentals have changed. While strong AI infrastructure spending from tech giants like Amazon and Alphabet continues to drive demand for advanced memory, investor sentiment has become more cautious about whether Micron's exceptional profits can be sustained. The investment decision hinges on whether Micron can grow profits significantly over the next five years or if current profits represent a peak in the memory cycle.

08/09/2026, 3:30 AM • The Motley Fool

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Billionaire investor Stanley Druckenmiller has dramatically reduced his exposure to megacap tech stocks, holding only Amazon as a minor position (0.32%) among the Magnificent Seven and completely exiting Alphabet. Instead, he's concentrating his $3 billion portfolio in biotech (Natera at 21%), semiconductors (Taiwan Semiconductor at 5.7%), and emerging markets, while adding positions in semiconductor suppliers like Broadcom, Micron, and STMicroelectronics.

08/08/2026, 2:15 PM • The Motley Fool

Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock

Alphabet has begun selling custom TPU (Tensor Processing Units) chips to external customers, creating a new revenue stream that could drive future growth. This move puts Alphabet in direct competition with Nvidia while benefiting Broadcom, which has a long-term partnership with Alphabet to design TPUs through 2031. The company's strong cloud business growth (82% YoY) and dominant position in digital advertising position it well for long-term outperformance.

08/08/2026, 11:30 AM • The Motley Fool

Airbnb vs. MercadoLibre: Which Consumer Stock Is a Better Buy in 2026?

Airbnb and MercadoLibre represent two different growth strategies: Airbnb operates a global travel marketplace with strong margins (21% net margin) and $12.2B in FY2025 revenue, while MercadoLibre dominates Latin American e-commerce and fintech with explosive 39% revenue growth to $28.9B but lower margins (6.9%). The article recommends MercadoLibre for long-term investors despite higher valuation multiples, citing its Amazon-like positioning in high-growth emerging markets and reasonable price-to-sales ratio.

08/08/2026, 11:05 AM • The Motley Fool

Alphabet vs. Meta: Which Is the Better Long-Term Investment?

Alphabet and Meta are pursuing divergent AI strategies as search and social media converge. While Alphabet holds a stronger current position, Meta's predictive AI strategy could pose a significant threat. The competition will likely be determined by factors including search intent, behavioral data, infrastructure spending, and user trust as both companies vie to become the internet's default digital brain.

08/08/2026, 9:30 AM • The Motley Fool

Warren Buffett Set a Personal Goal to Give Away His Entire $140 Billion Berkshire Stake by 2034. Here's What That Means for Future Share Supply.

Warren Buffett announced plans to donate his entire $140 billion Berkshire Hathaway stake by 2034, averaging $17.5 billion annually. While this could theoretically increase share supply, the impact may be limited as recipient foundations may hold positions rather than immediately sell, and Berkshire's ongoing share repurchase program could offset market pressure. Under new CEO Greg Abel, the company continues making major investments and acquisitions.

08/07/2026, 6:05 PM • The Motley Fool

Circle Internet Group vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?

The article compares Circle Internet Group (CRCL), a fintech company issuing the USDC stablecoin, with Salesforce (CRM), a dominant CRM software provider. While Circle shows higher revenue growth (63.9% vs 9.6%), it trades at a premium valuation (45x forward P/E) with negative net margins and profitability concerns. Salesforce offers proven profitability, strong free cash flow ($14.4B), and a lower valuation (13x forward P/E), making it the recommended choice for long-term investors despite Circle's potential in the growing stablecoin market.

08/07/2026, 5:25 PM • The Motley Fool

Oracle Surges: What's Driving the Sudden Rally

Oracle's stock rallied 27% over two weeks, driven by an expanded partnership with Google to integrate Gemini AI into Oracle's AI Agent Studio, and positive sentiment from Microsoft's strong earnings report showing Azure's continued growth. Despite being down 40% year-to-date due to concerns about capex spending and debt, analysts expect Oracle to grow revenue and EPS at 39% and 30% CAGRs through fiscal 2029, primarily fueled by its cloud infrastructure business.

08/07/2026, 5:10 PM • The Motley Fool

2 Reasons Tesla Could Monopolize the U.S. Robotaxi Market

Tesla is positioned to dominate the U.S. robotaxi market due to two key advantages: vertical integration allowing lower production costs and superior AI capabilities through its investments and SpaceX partnership. While competitors like Waymo and Uber have resources, Tesla's control over manufacturing and AI technology gives it a structural edge. Goldman Sachs projects the U.S. robotaxi market at $48 billion by 2035, with Tesla potentially capturing 80% market share.

08/07/2026, 4:05 PM • The Motley Fool

SpaceX Signed $14.1 Billion of Cloud Contracts in a Single Quarter. Its AI Segment Revenue Hit $2.56 Billion.

SpaceX's Q2 earnings reveal a dramatic shift toward AI compute services, with $14.1 billion in cloud contracts signed and AI segment revenue reaching $2.6 billion (up 247% YoY). However, the AI segment still operates at a loss despite massive $15.8 billion quarterly capital expenditures. At 65x trailing revenue valuation, the stock may be pricing in success prematurely before the compute business proves profitability.

08/07/2026, 12:26 PM • The Motley Fool

Elon Musk Says AI Needs More Power Than the Grid Can Handle. Is He Right?

Elon Musk warns that AI's power demands exceed current grid capacity, prompting him to build off-grid power solutions including natural gas plants and solar. States like New York and Texas have slowed AI data center construction due to electrical demands. This creates investment opportunities in companies providing alternative power solutions for data centers.

08/07/2026, 12:15 PM • The Motley Fool

Every S&P 500 Sector ETF Ranked by How Much It Actually Depends on Just 3 Stocks

Market-cap-weighted sector ETFs lack true diversification, with just three stocks dominating most funds. Consumer Discretionary (XLY) is the most concentrated at 44.7%, followed by Communication Services (XLC) at 43% and Energy (XLE) at 42.1%. The article suggests equal-weighted ETFs as an alternative to avoid concentration risk.

08/07/2026, 6:20 AM • The Motley Fool

SpaceX Stock Is Down 50% From Its Peak. Here's 1 Reason to Buy the Dip, and 1 Reason to Run for the Hills.

SpaceX has fallen 50% from its $225 peak to $110 following its June IPO, driven by valuation concerns despite strong fundamentals. The company generated $7.8B in Q2 2026 revenue (92% YoY growth) across space transportation, satellite connectivity, and AI infrastructure businesses. While SpaceX's AI business is rapidly growing with $6.7B in new contracts, its current P/S ratio of 65 appears overvalued compared to the Nasdaq-100's 6.4. The stock may be worth waiting on until the company proves it can achieve its projected $100B AI revenue run rate by end of 2026.

08/07/2026, 6:15 AM • The Motley Fool

Tech Stocks Under Pressure: 1 Magnificent ETF to Buy on the Dip

Major tech stocks including Alphabet, Meta, and Apple faced pressure after disappointing earnings reports in July. The article recommends buying the Invesco QQQ Trust ETF on the dip, highlighting its strong 572% total return over the past decade and heavy weighting toward technology and AI-exposed companies. The ETF's top holdings, particularly Nvidia, have driven exceptional performance, making it an attractive opportunity for long-term investors bullish on AI.

08/07/2026, 5:27 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in Just 5 Standout Stocks

Greg Abel, who took over as Berkshire Hathaway CEO on December 31, 2025, maintains Warren Buffett's portfolio concentration strategy with 63% ($222.3 billion) of the $355 billion portfolio invested in just five stocks. While Abel shares Buffett's focus on indefinite core holdings like Coca-Cola and American Express, he is distinctly more bullish on technology stocks including Apple and Alphabet. Berkshire has reduced its Bank of America position by 50% since mid-2024 as the stock no longer trades at a discount to book value.

08/07/2026, 5:06 AM • The Motley Fool