Anthropic Plans to Spend $518 Billion on Cloud and Computing Power

Anthropic plans to spend over $518 billion on cloud and computing infrastructure over the next decade as it prepares for an IPO with a $2 trillion valuation target. While the company's revenue grew 12-fold to $4.6 billion in 2025 with an annualized run rate of $65 billion by July 2026, about 80% of the spending is non-cancellable and the company faces significant customer concentration risk, with nearly a quarter of revenue from just two customers and limited long-term contracts.

10/08/2026, 12:22 PM • The Motley Fool

1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Joins Nvidia in the $5 Trillion Club

Alphabet is positioned to become the next company to reach a $5 trillion market cap by 2028, leveraging its vertically integrated AI businesses across infrastructure (TPUs), cloud services, Gemini models, search/advertising, and autonomous vehicles (Waymo). Wall Street forecasts Alphabet's earnings will grow from $11.81 to nearly $18 per share by 2028, requiring only a 19% market cap increase to reach $5 trillion without multiple expansion.

10/08/2026, 10:30 AM • The Motley Fool

Prediction: These 2 Stocks Will Be Worth More Than Palantir 5 Years From Now

Celestica and Marvell Technology are positioned to outperform Palantir over the next five years by capitalizing on AI infrastructure buildout. Celestica is expanding its role in data center infrastructure and AI systems design, while Marvell is growing its custom silicon and optical interconnect businesses. Both companies have strong growth trajectories, though Marvell's path to surpassing Palantir appears more straightforward than Celestica's.

10/08/2026, 7:08 AM • The Motley Fool

Big Tech Keeps Signing Nuclear Deals With the Same Company. Here's Who It Is and Why That Matters More Than Any Single Deal.

Constellation Energy, the largest nuclear power operator in the U.S., is becoming the go-to provider for major tech companies seeking reliable power for AI infrastructure. The company's latest deal with Google adds 890 megawatts to the grid, highlighting its strategic position as an independent power producer operating outside regulated utility frameworks. With long-term contracts (up to 20 years) and a diversified energy portfolio, Constellation is well-positioned for sustained growth as electricity demand is projected to surge 60% by 2045.

10/07/2026, 9:15 PM • The Motley Fool

Alphabet's Cloud Backlog Just Topped $500 Billion. Is Google Cloud About to Overtake Search as the Growth Engine?

Alphabet's Google Cloud division has accumulated a $514 billion backlog and is accelerating revenue growth at 82%, supported by massive $811 billion capital expenditure commitments. While search remains a high-margin cash cow generating $63 billion quarterly revenue, Google Cloud could surpass it as the primary growth engine by next year. Despite near-term free cash flow pressures, analysts project the cloud segment will drive the majority of Alphabet's projected $300 billion free cash flow by 2031, making the stock's current 17x P/E valuation potentially attractive for patient investors.

10/07/2026, 12:39 PM • The Motley Fool

ASML Holding N.V. vs. Broadcom: Which Technology Stock Is a Better Buy in 2026?

The article compares ASML and Broadcom as investment options for 2026. ASML dominates lithography equipment with a 29.4% net margin and low debt, while Broadcom leads in AI infrastructure with a 36.2% net margin and exceptional 23.9% revenue growth. Despite ASML's monopoly position, Broadcom emerges as the better buy due to faster growth (28% average vs. 17%), higher profitability (48.6% operating margin vs. 35.4%), and more attractive forward valuation, though both stocks are well-positioned for technological trends.

10/07/2026, 12:05 PM • The Motley Fool

Is Google the Market's Biggest Artificial Intelligence (AI) Mistake? The Stock Is Priced Like a Loser.

The article argues that the market has incorrectly priced Alphabet/Google as a loser in the AI race, despite evidence suggesting the company is performing better than its stock valuation reflects. The author contends that what is happening operationally at Google tells a different story than what the market pricing indicates.

10/07/2026, 12:02 PM • The Motley Fool

Warren Buffett's Berkshire Compounded at 19.9% a Year Over 60 Years as CEO, Nearly Double the S&P 500's Return. Can Investors Still Expect That Playbook Today?

Warren Buffett's Berkshire Hathaway achieved a 19.9% annual compounded return over 60 years, nearly double the S&P 500's 10.4%. However, new CEO Greg Abel faces challenges replicating this performance as the company is now a $1.1 trillion entity. Buffett himself stated there is 'no possibility of eye-popping performance' ahead, and Berkshire has underperformed the market over the past three, five, and ten-year periods. While Abel continues the investment playbook with acquisitions like Taylor Morrison and maintains disciplined stock selection, the company's massive size makes percentage growth increasingly difficult.

10/07/2026, 11:15 AM • The Motley Fool

SpaceX vs. Nvidia: Which Is the Better Trillion-Dollar Artificial Intelligence (AI) Stock for 2027?

The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.

10/07/2026, 10:30 AM • The Motley Fool

Prediction: Custom Silicon Will Be the Next Boom Within the AI Supercycle. 1 Growth Stock to Own.

Custom AI processors (ASICs) are expected to account for over one-third of AI compute by 2030, shifting away from GPUs. Broadcom is positioned as a key beneficiary, designing custom chips for major tech companies including Alphabet, Meta, OpenAI, and Anthropic. The company's AI revenue grew 221% to $16.7 billion in the latest quarter, with management projecting AI sales to reach $230 billion by fiscal 2028.

10/07/2026, 10:30 AM • The Motley Fool

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

The article compares AMD and Broadcom as semiconductor investments for 2026. AMD shows strong growth with 34% revenue increase and expanding AI chip demand, while Broadcom demonstrates superior profitability with 36.2% net margins and diversified revenue streams. Despite AMD's higher growth expectations, Broadcom is recommended as the better buy due to its lower valuation multiples (30.4x forward P/E vs. 83.1x), stronger free cash flow ($26.9B vs. $6.7B), and more established market position with major tech clients.

10/07/2026, 9:40 AM • The Motley Fool

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3, driven by custom AI accelerators (XPUs) designed with hyperscalers like Google, Meta, and OpenAI. Custom chips offer better power efficiency, faster inference, and higher returns on capital compared to GPUs, making them increasingly attractive as hyperscalers face capital constraints. While Nvidia's data center business is currently 4x larger, custom silicon is winning by volume among major customers and could eventually become a bigger business than GPUs.

10/07/2026, 7:33 AM • The Motley Fool

Should You Buy SpaceX Stock in October?

SpaceX has expanded significantly beyond rockets into AI infrastructure, with major compute contracts worth billions annually from companies like Reflection AI, Google, and Anthropic. Recent milestones include Starship reaching orbit and successful launch cadences. However, at a $2 trillion valuation, the stock may already reflect this growth. The author recommends dollar-cost averaging rather than chasing momentum ahead of Q3 earnings, as the company needs to demonstrate these contracts are translating into actual revenue and improved economics.

10/07/2026, 6:30 AM • The Motley Fool

Warren Buffett's $863 Million "Secret" Portfolio Dumped Alphabet and Broadcom, but Has Over 17% of Invested Assets in This Proven Moneymaking Strategy

Warren Buffett's lesser-known portfolio managed through New England Asset Management (NEAM), a Berkshire Hathaway subsidiary, has significantly reduced positions in AI stocks Alphabet and Broadcom during Q2, citing concerns about AI bubble valuations. Instead, the portfolio has allocated over $149 million (17.3%) to S&P 500 index funds (SPY and VOO), reflecting Buffett's long-standing recommendation for retail investors to invest in low-cost index funds that have generated positive returns over every 20-year rolling period since 1900.

10/07/2026, 5:06 AM • The Motley Fool

netpulse AG Reveals New Findings on Search Intent in German Language Queries Within AI-Generated Answers

netpulse AG, a Swiss digital marketing agency, released research on how brands appear in AI-generated search answers across ChatGPT, Perplexity, and Google AI Mode. The study found that generative engines prioritize sources with clear topical structure and strong technical foundations over advertising spend, and that companies visible in organic search are more likely to appear in AI answers. The agency uses proprietary tools to measure AI visibility rather than third-party metrics.

10/07/2026, 12:30 AM • GlobeNewswire