Why Micron Stock Was Up and Down Today

Micron Technology stock experienced significant volatility on Friday, rising as much as 6.4% early in the day following positive earnings from Apple and Amazon showing continued spending on memory chips. However, the stock reversed course and closed down 4.74% as rising interest rates to 19-year highs weighed on growth stocks. While the memory supply crunch should continue supporting Micron's earnings, the author believes the valuation has become too rich.

07/31/2026, 3:10 PM • The Motley Fool

AST SpaceMobile vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

The article compares two space infrastructure companies: AST SpaceMobile, which is building a satellite cellular network for direct smartphone connectivity, and Intuitive Machines, which provides lunar infrastructure and services. While both are pre-profitable, Intuitive Machines is recommended as the better 2026 buy due to its more conservative valuation (P/S ratio of 4.7x vs. 188x), stronger near-term revenue growth projections, and positive free cash flow, despite AST SpaceMobile's exciting long-term potential.

07/31/2026, 3:10 PM • The Motley Fool

Government Technology Names Glass to the AI 50, Recognizing Its AI-First Infrastructure Transforming Government Procurement and Public Finance

Glass, a Silicon Valley GovTech company, has been named to Government Technology's AI 50 for embedding artificial intelligence into government procurement infrastructure. The company's AI-powered platforms, including G-Commerce and Glass Master Catalog, help government agencies streamline purchasing decisions, improve compliance, and direct funds to small businesses. Glass has processed over $15.1 million in verified government purchases across 124 agencies and 50,000 users.

07/31/2026, 1:30 PM • GlobeNewswire

Silver Is Down Big From Its Peak. Is Now the Time to Buy the Dip?

Silver has fallen 50% from its January peak of $115/oz to $58/oz, driven by investor concerns about AI data center spending despite strong long-term demand fundamentals. McKinsey projects $7 trillion in global data center spending by 2030, and major hyperscalers continue their infrastructure investments. The article suggests this dip may present a buying opportunity for silver and related producers.

07/31/2026, 10:05 AM • The Motley Fool

Why Berkshire's Cash Pile Keeps Growing (and Which AI Stock It Might Buy Next)

Berkshire Hathaway has accumulated a record $397 billion in cash and Treasury bills by selling stocks and earning substantial interest income. New CEO Greg Abel is expected to deploy this capital into AI-related investments, with Taiwan Semiconductor Manufacturing being the most logical candidate due to its dominant market position, cash generation, and reasonable valuation relative to other AI stocks.

07/31/2026, 9:15 AM • The Motley Fool

1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool

The Energy IPO Boom Is Just Getting Started. Here Are the Companies to Watch.

AI data centers are driving unprecedented electricity demand, with projections showing 26% surge in data center consumption by 2026. This has sparked an energy IPO boom, with Solv Energy, X-energy, and Fervo Energy going public this year. These companies, along with private firms like TerraPower and Commonwealth Fusion Systems, are developing next-generation power solutions including advanced nuclear reactors, geothermal systems, and fusion technology to meet the critical power supply bottleneck facing major tech companies.

07/31/2026, 6:10 AM • The Motley Fool

Prediction: This AI Stock Will Double by 2031 -- Here's the Math

Alphabet is predicted to double in value by 2031, driven by expected 15% annual earnings growth and potential valuation expansion. The company's massive AI infrastructure investments, including $195-205 billion in 2026 capex, are being monetized through Google Cloud's 82% YoY revenue growth. Despite negative free cash flow concerns, Alphabet's strong network effects and AI monetization capabilities position it as a high-quality investment opportunity.

07/31/2026, 6:05 AM • The Motley Fool

Will Warren Buffett and Greg Abel Make Alphabet Berkshire Hathaway's Next Apple?

Berkshire Hathaway has significantly increased its Alphabet position, making it the fifth-largest holding in its portfolio at 8.1%. This marks Berkshire's first major bet on an AI stock, with the company investing over $21 billion this year. However, Alphabet's massive $200+ billion annual capex spending on AI infrastructure has turned free cash flow negative and halted stock buybacks, raising questions about whether the investment will deliver adequate returns compared to Berkshire's Apple position.

07/31/2026, 4:30 AM • The Motley Fool

Alphabet Stock Investors Need to Know This

Investors are growing impatient with Alphabet's heavy spending on artificial intelligence initiatives. The article discusses concerns about the company's AI strategy and its impact on stock performance, with multiple perspectives on whether the stock represents a buying opportunity or faces headwinds from excessive AI investment.

07/30/2026, 10:14 PM • The Motley Fool

Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.

Rather than competing to build the best AI model, Amazon is positioning itself as the infrastructure provider enabling AI adoption across industries. By leveraging AWS and its integrated ecosystem, Amazon can profit from AI growth regardless of which model dominates, similar to how pick-and-shovel sellers profited during gold rushes. The company plans to invest $200 billion in 2026 for AI data centers.

07/30/2026, 7:15 PM • The Motley Fool

Is Amazon a Buy After Its Latest Earnings Report?

Amazon's stock surged 8% after-hours following strong Q2 earnings, driven by AWS's fastest quarterly growth in over four years (36.7% YoY), and booming AI and custom chips businesses both hitting $25 billion annual run rates. A $53.4 billion gain from its Anthropic investment boosted net income, though negative free cash flow of $7.6 billion and continued heavy capex spending of $200 billion raise concerns about cash burn.

07/30/2026, 5:02 PM • The Motley Fool

Alphabet Beat Nvidia in the First Half of 2026. Here's My Prediction for Which Stock Will Win in the Second Half.

Alphabet outperformed Nvidia in H1 2026, with shares up 14.3% vs. Nvidia's 7.4%, driven by strong Q1 earnings. However, investor concerns are mounting over Alphabet's massive AI infrastructure spending, which reached $80.6 billion in H1 and is projected to hit $200 billion for full-year 2026. The analyst predicts Nvidia will outperform in H2 2026 as hyperscalers continue heavy spending on AI infrastructure.

07/30/2026, 11:30 AM • The Motley Fool

Prediction: Apple Will Become a $5 Trillion Company on July 30

Apple is poised to become only the second company to reach a $5 trillion market valuation following its July 30 earnings report. The company has impressed investors with strong iPhone sales (up 23% YoY in Q1 FY2026), a cost-effective AI strategy through a partnership with Alphabet, and recent positive announcements including a Broadcom deal and new Apple Upgrade leasing program. Wall Street expects Q3 revenue of $108.96 billion (16% increase) and EPS of $1.89, with market approval likely to push the stock past the $5 trillion milestone.

07/30/2026, 10:15 AM • The Motley Fool

Why Sandisk Stock Finally Popped Today

Sandisk stock surged 21.5% after falling 37% over four trading days. The volatility stems from investor concerns about Chinese competition in memory chips and AI hyperscaler spending uncertainty. However, investors are now focusing on the positive: continued AI spending by hyperscalers like Google and OpenAI benefits Sandisk's memory chip sales, even if those companies face profitability challenges.

07/30/2026, 10:11 AM • The Motley Fool