Nebius Group's Next Earnings Report on Aug. 12 Could Send the Stock Soaring. Here's Why.

Nebius Group, a neocloud operator providing GPU-as-a-service, is scheduled to report Q2 earnings on Aug. 12. The company has demonstrated exceptional growth with Q1 revenue up 684% year-over-year and recently secured a $27 billion deal with Meta and a $2 billion investment from Nvidia. With full-year 2026 guidance of $3-3.4 billion in revenue (466-542% growth), the stock could see significant movement despite trading at a premium valuation of 63x earnings.

08/10/2026, 1:34 PM • The Motley Fool

HIMS Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Hims & Hers Health, Inc. (NYSE: HIMS) Investors to Contact the Firm

The Federal Trade Commission filed a lawsuit against Hims & Hers Health, Inc. on July 29, 2026, alleging the company engaged in deceptive privacy practices by sharing customers' sensitive medical information with third-party advertisers including Meta Platforms and Snap. Following the lawsuit announcement, HIMS stock price fell over 14%. A securities litigation law firm is investigating potential federal securities law violations on behalf of affected investors.

08/09/2026, 5:22 PM • GlobeNewswire

Microsoft Sits 12% Below Its High After the Largest One-Day Market Value Gain on Record. Here's What History Suggests Comes Next.

Microsoft achieved the largest single-day market value gain on record ($450 billion) on July 30, 2026, following strong earnings and Azure guidance. However, the stock now trades 12% below its 52-week high. Historical analysis of six similar mega-cap rallies since February 2022 shows mixed outcomes: three stocks gained significantly within six months, two went flat, and one declined sharply. The key determinant of future performance appears to be sustained business growth rather than the magnitude of the initial rally.

08/09/2026, 10:23 AM • The Motley Fool

Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.

Cathie Wood's Ark Invest made significant purchases of Nvidia ($15 million) and Taiwan Semiconductor Manufacturing ($14.7 million) following Meta's earnings announcement, which revealed increased AI infrastructure spending with capex guidance raised to $130-145 billion for 2026. The moves signal confidence that sustained hyperscaler spending will drive GPU demand for Nvidia and manufacturing orders for TSMC, with both stocks trading at reasonable valuations of roughly 25x forward earnings.

08/09/2026, 3:05 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

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

This Power Stock Could Be a Big Winner From the Data Center Boom

Vistra (VST), a diversified power producer with 44 gigawatts of capacity, is well-positioned to capitalize on surging electricity demand from data centers, EVs, and manufacturing. The company has signed long-term power agreements with Meta and AWS, trades at a reasonable 18x forward P/E with a 0.5x PEG ratio despite 37% projected earnings growth, and expects 5-6% annual load growth in Texas through 2030. Key risks include grid connection delays, weather volatility, and regulatory changes.

08/07/2026, 1:05 PM • The Motley Fool

Where Will Meta Platforms Stock Be in 5 Years?

Meta Platforms has underperformed the S&P 500 over the past five years despite being a dominant company. However, the article argues Meta is positioned for strong growth, with advertising revenue expected to grow 21.6% annually through 2028, potentially doubling by 2030. New revenue streams from hardware sales (smart glasses, VR/AR headsets) and selling excess compute capacity could further boost earnings. Trading at an attractive forward P/E ratio of 18.6, Meta is presented as a potential winning investment opportunity.

08/07/2026, 6:28 AM • 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

The Hidden Winners of the AI Power Crunch: 3 Utilities to Watch

AI infrastructure is creating unprecedented electricity demand, with data centers requiring 20-100 kW per rack compared to traditional 5-10 kW. Utility companies with nuclear and renewable assets in key regions are positioned as hidden winners. Three stocks to watch are Constellation Energy (nuclear-focused with Microsoft and Meta deals), Vistra (diverse power portfolio with major hyperscaler partnerships), and NextEra Energy (regulated utility with large renewable pipeline and battery storage capabilities).

08/07/2026, 6:05 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

Should You Buy CoreWeave Before or After Earnings? The Best Move Might Be Neither.

The article argues that timing CoreWeave stock purchases around earnings reports is the wrong approach. Instead of betting on earnings surprises, investors should focus on recognizing when the stock's price diverges from its fundamental business value. CoreWeave faces execution risks despite strong AI demand, and the best entry points come from valuation mispricing rather than perfectly timed events.

08/07/2026, 12:05 AM • The Motley Fool

2 Energy Stocks With More Hype Than Fundamentals Right Now

The article examines two energy stocks where investor enthusiasm may be outpacing fundamentals. Oklo, a pre-revenue nuclear reactor company, has a $7.5B valuation based entirely on future potential with no commercial operations until 2028. EQT, the largest U.S. natural gas producer, is executing well operationally but faces headwinds from commodity pricing dynamics and increasing domestic supply that could limit earnings growth despite production increases.

08/06/2026, 8:05 PM • The Motley Fool

Astera Labs vs. AppLovin: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI-benefiting tech stocks: Astera Labs, which provides critical connectivity hardware for AI data centers, and AppLovin, which operates an AI-driven advertising platform. While both companies show strong fundamentals, Astera Labs is recommended as the better buy due to stronger momentum, accelerating demand, and a cleaner financial trajectory, whereas AppLovin recently missed revenue estimates and faces regulatory challenges.

08/06/2026, 11:29 AM • The Motley Fool

Meta Platforms Saw Free Cash Flow Plunge 91% to Just $784 Million as Artificial Intelligence (AI) Spending Ballooned. Here's Why That Should Worry Investors.

Meta's free cash flow collapsed 91% year-over-year to $784 million in Q2 as capital expenditures surged to $30 billion for AI infrastructure development. The company is aggressively investing in custom silicon, data centers, and hardware like Ray-Ban AI glasses, but this spending spree is outpacing profit growth. The analyst recommends caution, suggesting investors wait for evidence that AI investments translate into higher profit margins and revenue growth before buying Meta stock aggressively.

08/06/2026, 7:35 AM • The Motley Fool