Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.

Four cloud computing giants gained $1.9 trillion in market cap over three trading days as investor sentiment shifted following earnings reports. Amazon and Microsoft's strong results eased concerns about AI infrastructure spending and negative free cash flow, demonstrating the long-term profitability of cloud investments. Microsoft emerges as the best positioned of the four, maintaining strong margins and positive cash flow while aggressively investing in AI.

08/05/2026, 1:20 PM • The Motley Fool

Booking vs. Carvana: Which Consumer Stock Is a Better Buy in 2026?

Booking Holdings and Carvana represent different investment profiles in the consumer sector. Booking operates a profitable global travel platform with $26.9B in FY2025 revenue, 20.1% net margins, and $9.1B in free cash flow, trading at a Forward P/E of 18.5x. Carvana is aggressively scaling with 48.6% revenue growth and $20.3B in FY2025 revenue but thinner 6.9% margins, trading at a premium Forward P/E of 38.5x. The analyst recommends Booking as the better buy for long-term investors due to its superior profitability, attractive valuation, and consistent earnings performance, despite acknowledging Carvana's impressive turnaround story.

08/05/2026, 10:19 AM • The Motley Fool

SpaceX Just Guided for A $100 Billion Run Rate by December and $1 Trillion of Revenue by 2030. Here's Why the Stock Is Getting Crushed Anyway

SpaceX reported strong Q2 earnings with $7.8B revenue (92% YoY growth) and guided for $100B annual run rate by December and $1T revenue by 2030. However, the stock fell 11.2% in pre-market trading due to investor concerns about massive capital expenditures ($18.4B in Q2) and skepticism about achieving ambitious guidance, particularly regarding orbital data centers. A large tranche of insider shares also became eligible for sale, adding selling pressure.

08/05/2026, 8:10 AM • The Motley Fool

Amazon Just Landed a Big Win in the Race Against Tesla and Waymo

Amazon-owned Zoox received temporary federal approval from NHTSA to commercially deploy up to 2,500 steering-wheel-free robotaxis annually for two years. As the first purpose-built driverless vehicle approved without manual controls, Zoox will begin charging for rides in Las Vegas. This approval puts pressure on competitors Tesla and Waymo, who are still expanding their autonomous services and awaiting similar federal approvals.

08/05/2026, 5:15 AM • The Motley Fool

Alphabet Is Worth $4.6 Trillion. Here's What Has to Happen for the Stock to Double by 2032.

For Alphabet's stock to double by 2032, the company needs to achieve approximately 12% annualized returns, requiring earnings to roughly double over six years. While the company demonstrated strong Q2 growth with 24% revenue increase and 30% operating income growth, significant capital expenditures ($44.9 billion last quarter, with 2026 guidance of $195-205 billion) pose challenges to earnings growth. The stock currently trades at 28x forward earnings, a premium valuation that already assumes strong growth continuation.

08/04/2026, 7:16 PM • The Motley Fool

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alphabet Inc. - GOOG

Pomerantz LLP is investigating potential securities fraud claims against Alphabet Inc. following significant stock price declines. On July 16, 2026, Bloomberg reported that Google's Gemini 3.5 Pro AI model is months behind schedule, causing a 4.4% stock drop. Subsequently, on July 23, 2026, Alphabet announced a major increase in capital expenditures to $195-205 billion and negative free cash flow of $5.9 billion, resulting in a 6.89% stock decline.

08/04/2026, 5:57 PM • GlobeNewswire

If a Stock Market Crash Is Coming, I'm Loading Up on This ETF Without a Second Thought

Despite concerns about inflation, rising rates, overvalued tech stocks, and geopolitical tensions, the author recommends continuing to buy the Vanguard Morningstar Total Stock Market ETF (VTI) as a long-term investment strategy. The fund offers broad diversification across 3,531 U.S. stocks with an ultra-low 0.03% expense ratio and has delivered 14.53% annualized returns over the past 10 years.

08/04/2026, 3:16 PM • The Motley Fool

Is Waymo's Latest Announcement Bad News for Uber?

Waymo is planning to exit its robotaxi partnership with Uber by launching its own service app in Austin and Atlanta starting early 2028, signaling increased competition. This development suggests Uber's strategy to become the default robotaxi aggregator through partnerships faces challenges, and the company may need to increase capital investment in autonomous vehicle companies. Morningstar analysts reduced Uber's fair value estimate from $85 to $76 per share in response.

08/04/2026, 2:29 PM • The Motley Fool

AST SpaceMobile vs. First Majestic Silver: Which Industrials Stock Is a Better Buy in 2026?

AST SpaceMobile, a satellite broadband company, is compared against First Majestic Silver, a profitable mining company. AST SpaceMobile burns $1.1B in cash annually while pursuing growth in space-based cellular networks, whereas First Majestic generates $472M in free cash flow with a strong balance sheet. The choice reflects a growth-vs.-stability investment dilemma, with AST expected to reach profitability by 2027 and First Majestic benefiting from rising silver prices.

08/04/2026, 2:13 PM • The Motley Fool

Proofpoint Joins Google Unified Security Recommended Program to Help Organizations Defend Against Today’s Most Sophisticated Threats

Proofpoint has been selected as an invitation-only partner in Google's Unified Security Recommended program, recognizing its deep technical integrations with Google Cloud Security solutions. The partnership aims to help organizations simplify security operations and strengthen protection across people, data, and AI in hybrid and multi-cloud environments through validated, interoperable security solutions.

08/04/2026, 2:03 PM • GlobeNewswire

Should You Buy Nvidia Stock Before Aug. 26? Here's What History Suggests.

Nvidia is set to report Q2 fiscal 2027 earnings on Aug. 26 with analyst expectations for ~$91.8B in revenue and $2.08 EPS. While major AI hyperscalers continue robust capex spending on AI infrastructure—benefiting Nvidia's data center GPU business—historical analysis shows Nvidia stock has traded sideways to negative in the 1-3 months following earnings announcements over the past year, despite strong fundamentals. The article recommends dollar-cost averaging over time rather than attempting to time the earnings release.

08/04/2026, 1:12 PM • The Motley Fool

The Smartest Growth ETF to Buy Right Now -- and It's Up 50% in 2026

The VanEck Semiconductor ETF (SMH) has fallen 20% from recent highs as investors demand tangible AI results rather than aggressive spending. Despite the correction, the ETF presents a potential 'buy the dip' opportunity, as underlying demand for semiconductors remains strong with supply still lagging, giving chip companies pricing power to sustain earnings growth.

08/04/2026, 9:30 AM • The Motley Fool

Greg Abel Hasn't Touched Berkshire's Energy Holdings. Is That a Signal?

Since becoming CEO of Berkshire Hathaway, Greg Abel has significantly reshuffled the investment portfolio but notably left energy holdings untouched, including major stakes in Chevron and Occidental Petroleum, plus the wholly-owned Berkshire Hathaway Energy utility. This inaction may signal Abel's confidence in energy's value, particularly given rising electricity demand from AI and data centers, though the article cautions against reading too much into non-moves.

08/04/2026, 8:27 AM • The Motley Fool

Why the "Magnificent Seven" Trade Is Starting to Fracture, and Where You Should Invest Instead

The article argues that the Magnificent Seven tech stocks (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla) are destined to fracture as investor exuberance pushes valuations beyond fundamental value, similar to historical bubbles like the Nifty 50. The author recommends diversifying into consumer staples like Procter & Gamble and Coca-Cola, which offer stable dividends, reasonable valuations, and resilience through market cycles.

08/04/2026, 8:15 AM • The Motley Fool

Jensen Huang's Push for Open-Weight AI Models Is Really a Bet to Expand Nvidia's Total Addressable Market

Jensen Huang's advocacy for open-weight AI models appears principled but is strategically designed to expand Nvidia's market. By democratizing AI across the economy, Nvidia ensures broader demand for its chips regardless of which model wins. While this strategy risks enabling competitors like China and potentially creating hyper-efficient models that need less computing power, it positions Nvidia to benefit from universal AI adoption.

08/04/2026, 6:10 AM • The Motley Fool