3 Stocks to Buy as AI Infrastructure Continues to Surge

With Alphabet and Amazon increasing their 2026 capital expenditure budgets for AI infrastructure, three semiconductor and memory companies are well-positioned to benefit: Nvidia leads in AI training and inference with its GPUs and networking portfolio; SK Hynix dominates the high-bandwidth memory market with over 50% share; and TSMC is the only company capable of manufacturing advanced chips at scale for AI data centers.

08/04/2026, 5:30 AM • The Motley Fool

Elon Musk's SpaceX Reports Its Second-Quarter Results Today, but the Real Fireworks Begin on Aug. 6

SpaceX reports Q2 earnings on Aug. 4, 2026, with Wall Street expecting $6.82 billion in sales and a $0.29 per share loss. However, the bigger event occurs on Aug. 6 when 20% of insider shares unlock, potentially allowing executives and early investors to sell shares. This could flood the market with newly tradable shares and negatively impact stock price, as SpaceX only sold less than 5% of outstanding shares at its IPO.

08/04/2026, 5:06 AM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

President Trump Buys 2 AI Stocks That Wall Street Says Are Undervalued

President Trump's investment accounts purchased substantial shares of Alphabet and Meta Platforms in the first five months of 2026. Alphabet trades at an 18x earnings multiple, below its five-year average, with strong Q2 results and AI infrastructure momentum. Meta, despite missing earnings estimates due to AI infrastructure spending and legal costs, is positioned for future growth with AI monetization opportunities. Wall Street analysts view both stocks as undervalued with significant upside potential.

08/04/2026, 4:12 AM • The Motley Fool

Berkshire Hathaway Has Invested $23 Billion in This Stock Since Greg Abel Took Over as CEO. History Says There May Be More to Come

Since becoming CEO, Greg Abel has overseen Berkshire Hathaway's $23 billion investment in Alphabet stock, making it one of the conglomerate's five largest holdings. Based on historical patterns of high-conviction investing in companies like Apple and Visa, Berkshire may continue buying Alphabet shares. The investment is supported by Alphabet's strong Q2 financial results, robust cloud business growth, competitive advantages, and attractive valuation at 18.1x forward earnings compared to the tech sector average of 20x.

08/04/2026, 12:30 AM • The Motley Fool

Why Sandisk Stock Tumbled 47% in July

Sandisk stock fell 47% in July amid a broader sell-off in memory and AI infrastructure sectors. Investor concerns about hyperscaler overspending on capital expenditures, China's new AI model launch, competition from emerging Chinese memory chip companies, and SK Hynix missing earnings estimates all contributed to the decline. Despite the volatility, analysts expect Sandisk's profits to continue climbing through next year.

08/03/2026, 9:02 PM • The Motley Fool

Investing in the "Magnificent Seven?" Pick Your Poison: Negative Free Cash Flow or an Unjustifiable Valuation.

The Magnificent Seven tech giants face a critical dilemma in 2026: companies aggressively investing in AI infrastructure report negative free cash flow, while those maintaining normal capex levels trade at unsustainable valuations. Most underperformed the S&P 500 year-to-date, with only Apple outperforming, leaving investors to choose between betting on AI-driven growth or accepting inflated valuations.

08/03/2026, 6:06 PM • The Motley Fool

Bill Ackman's Pershing Square Owns Amazon, Microsoft, and Meta Platforms. Here's the Best Buy of the Bunch in August.

Bill Ackman's Pershing Square hedge fund holds three major AI stocks: Amazon, Microsoft, and Meta Platforms. The article highlights Amazon as the best buy, noting its massive revenue ($201B), strong growth (20%), and accelerating AWS cloud business (37% YoY growth). Despite significant capital expenditure plans ($220B), Amazon's management expects strong long-term returns and believes demand will exceed capacity through 2027.

08/03/2026, 6:05 PM • The Motley Fool

Why Commvault Systems Rocked the Market Today

Commvault Systems stock surged 6% after announcing a new integration of its Threat Scan software with Google's Threat Intelligence security solution. The partnership, which will be available in coming months, aims to help organizations identify clean recovery points faster following cyberattacks. The stock gain was also supported by broader tech sector bullishness amid easing geopolitical tensions and strong earnings season performance.

08/03/2026, 4:28 PM • The Motley Fool

James Altucher Says Elon Musk’s Next Move Could Unleash $25 Trillion, More Than China, Russia, and England Combined

Former hedge fund manager James Altucher presents analysis of Elon Musk's 'A.R.M.' project, claiming it could generate $25 trillion in new wealth—larger than the combined economies of China, Russia, and England, and exceeding the market cap of the Magnificent Seven tech stocks. Altucher argues that estimates from Morgan Stanley and Ark Invest may actually be conservative given the scale of global labor markets.

08/03/2026, 2:44 PM • GlobeNewswire

Microsoft Just Proved that AI Spending Can Pay Off. Here's How the Company Separates Itself From Other AI Stocks.

Microsoft demonstrated that massive AI infrastructure investments can generate returns, with Azure cloud revenue reaching $100 billion (33% growth) and paid Copilot subscriptions jumping to 30 million. Unlike Meta and Alphabet, Microsoft's free cash flow declined only 23% despite $175 billion in capex spending, as the company monetizes AI through cloud services and subscriptions. Investors rewarded the results with double-digit stock gains, though Microsoft must maintain growth momentum as capex spending continues.

08/03/2026, 1:15 PM • The Motley Fool

Why Alphabet Stock Popped Today

Alphabet stock jumped 5.1% after Morgan Stanley reassured investors about the company's AI spending plans. Despite reporting strong earnings that beat expectations, Alphabet's announcement of doubling AI capex to $195-205 billion initially spooked investors. Morgan Stanley noted that strong operating cash flow and various financing strategies allow Alphabet to maintain $53.3 billion in positive free cash flow over the past 12 months, easing concerns about the massive investment.

08/03/2026, 1:12 PM • The Motley Fool

The Dow Adds 560 Points as Oil Prices Fall Off a Cliff

Stock markets rallied on Monday with the Dow up 1.1% (~560 points), S&P 500 up 1.2%, and Nasdaq up 1.8%, driven by falling oil prices following Trump's decision to pursue diplomatic talks with Iran instead of military strikes, and renewed optimism around AI spending after strong earnings reports from major tech companies.

08/03/2026, 1:04 PM • The Motley Fool

BastionGPT releases next-generation clinical document processing and OCR for its HIPAA-compliant healthcare AI platform

Bastion Intelligence announced major upgrades to BastionGPT's document analysis and OCR capabilities, enabling healthcare professionals to process 1,000+ pages of clinical records and generate various documents within a HIPAA-compliant environment. The platform now supports multiple file formats and uses clinically optimized AI models from OpenAI, Google, and Anthropic.

08/03/2026, 12:52 PM • GlobeNewswire

"Big Short" Investor Steve Eisman Just Issued a 4-Word Warning to Investors. You Might Not Be as Diversified as You Think.

Steve Eisman warns that investors may be overexposed to AI through a single concentrated trade, even those believing they are diversified. He sold his Alphabet stake to reduce AI exposure and notes that both stock and bond markets are heavily tied to AI infrastructure spending. The S&P 500 has 38% in tech stocks, with megacap AI companies dominating index funds. Eisman suggests diversifying through equal-weight index funds, small-cap stocks, and government bonds rather than corporate bonds.

08/03/2026, 12:30 PM • The Motley Fool