Why Nebius Stock Soared Today

Nebius Group stock surged 18.91% after Nvidia disclosed a 9.3% equity stake (22.3 million shares) worth approximately $5 billion. The investment follows a strategic partnership announced in March between the two companies to deploy AI-focused cloud computing infrastructure. Nebius has secured over $40 billion in contracted revenue from major tech partners including Microsoft and Meta.

07/21/2026, 7:03 PM • The Motley Fool

Jamie Dimon's Latest Warning Sends Shockwaves Through Wall Street. History Is Very Clear About What Happens Next.

JPMorgan Chase CEO Jamie Dimon warned that investors are underestimating economic headwinds and are not being prudent buyers at current stock valuations. He expressed skepticism about AI spending payoffs, noting they won't materialize as expected. The S&P 500's Shiller CAPE ratio has reached levels last seen during the dot-com bubble, historically preceding market declines. However, the article notes that while pullbacks are inevitable, long-term investors who focus on quality companies and valuations can still achieve significant gains.

07/21/2026, 6:15 PM • The Motley Fool

SpaceX Stock Is Down 40% From Its Post-IPO Peak. Here's What History Says Happens to Mega-IPOs After a Drop Like This.

SpaceX stock has fallen 40% from its post-IPO peak and trades below its $135 IPO price. Historical analysis of mega-IPOs like Visa, Meta, General Motors, and Rivian shows mixed results, with most experiencing early declines before recovering over time. However, few mega-IPOs have delivered exceptional returns, suggesting investors may find better opportunities in lower-profile IPOs with strong fundamentals.

07/21/2026, 4:29 PM • The Motley Fool

Is Nebius Group Stock Still a Buy After Meta's AI Cloud Move?

Nebius Group faces investor pressure following reports that Meta may rent out excess AI compute capacity. However, the bullish case suggests the AI compute shortage is large enough that independent cloud providers like Nebius can still thrive alongside major tech companies.

07/20/2026, 2:15 PM • The Motley Fool

The Best Buying Opportunity in Months Might Be Hiding in Plain Sight

Following recent market volatility and a rough stretch, the article highlights emerging buying opportunities in the market. The piece discusses Netflix's recent earnings report and stock decline, while also mentioning other tech stocks as potential investment opportunities during this market dip.

07/20/2026, 2:01 PM • The Motley Fool

BrightEdge Research: Google AI Cites Facebook in 19.5 Million Answers as Social Platforms Become AI Discovery Sources

BrightEdge research reveals Google's AI is drawing significant information from Meta's social platforms, with Facebook appearing in 19.5 million AI Overviews and Instagram in 877,000. The study shows Google AI treats different social platforms as experts for different categories—Facebook for local/community information, Instagram for culture/entertainment, TikTok for trends, Reddit for experiences, and YouTube for instructional content. This shift means marketers must optimize beyond owned channels and understand which specific social sources influence AI-generated answers in their category.

07/20/2026, 9:00 AM • GlobeNewswire

Nvidia Stock Is Struggling in 2026, and This Magnificent Seven Stock Can Make Things Worse for the Artificial Intelligence (AI) Giant. Should Investors Hit the Sell Button?

Meta Platforms is accelerating in-house AI chip development starting September, which could reduce its reliance on Nvidia GPUs. However, despite competition from custom chips, Nvidia's AI inference market share increased to 74% in Q1, and hyperscalers continue to rely on its cutting-edge processors. Analysts remain bullish on Nvidia's earnings growth, with potential 70% upside if it trades at S&P 500 average multiples.

07/20/2026, 8:30 AM • The Motley Fool

Meta Platforms Looks Set to Abandon a $174 Billion Investment to Fuel Its AI Ambitions

Meta is halting its $174 billion share buyback program to redirect capital toward massive AI infrastructure investments. While the company benefits from AI integration in advertising and plans to sell excess data center capacity, the shift removes a key earnings-per-share catalyst and exposes Meta to potential AI bubble risks similar to the metaverse downturn in 2022.

07/20/2026, 5:06 AM • The Motley Fool

Meta Platforms: Is This the Most Undervalued Stock in Big Tech? (NASDAQ: META)

Meta Platforms trades at an attractive valuation of 18.7x forward earnings, cheaper than peers like Amazon (29x) and Alphabet (25x), while maintaining the fastest growth rate in its peer group. The stock has rallied on rumors of a new cloud computing division that could monetize excess AI computing capacity. However, market skepticism persists due to Meta's massive spending on AI infrastructure without clear returns, and its poor track record with cutting-edge technologies. The author views Meta as undervalued with a bright future driven by its strong ad business, potential cloud computing venture, and AI products.

07/19/2026, 9:35 AM • The Motley Fool

Here's What Reddit CEO Steve Huffman's Sale of Company Shares for $3.6 Million Means for Investors

Reddit CEO Steve Huffman sold 18,000 shares worth $3.6 million on July 15, 2026, through a pre-planned Rule 10b5-1 trading plan adopted over a year prior. Despite the sale, Huffman maintains substantial holdings of over 450,000 indirect shares and 1.1 million derivative securities, indicating continued alignment with shareholders. The transaction should not concern investors as it was non-discretionary and follows standard executive practice.

07/19/2026, 8:33 AM • The Motley Fool

5 "Magnificent Seven" Stocks I'm Buying and 2 That I'm Selling

An analyst recommends buying five of the Magnificent Seven tech stocks (Nvidia, Alphabet, Amazon, Microsoft, and Meta) while selling Apple and Tesla due to expensive valuations. The five recommended stocks benefit from massive AI computing capacity investments by hyperscalers, with Nvidia positioned to gain the most from the expected $1 trillion in data center spending next year.

07/19/2026, 8:05 AM • The Motley Fool

Mark Zuckerberg's Meta and Other Hyperscalers Face a Major Bottleneck. Here Are 2 Industrial Stocks That Will Benefit

As Meta and other tech giants rapidly expand AI data center capacity, industrial suppliers Caterpillar and Eaton are experiencing significant growth. Caterpillar's backlog reached a record $63 billion (up 79% year-over-year) driven by demand for earth-moving equipment and power generators, while Eaton's Americas division backlog grew over 40% with order growth at 60%, fueled by AI infrastructure demand. Both companies are well-positioned to benefit from the ongoing data center construction boom, though their valuations are elevated at 45x and 38x P/E ratios respectively.

07/18/2026, 9:15 PM • The Motley Fool

Meta Platforms Is Up 21% This Month, and Here Is What's Driving the Surge

Meta shares surged 21% in July, adding $270 billion to its market cap, driven by the launch of its new cloud computing division under the Meta Compute initiative. The company plans to monetize excess AI infrastructure by selling unused compute resources to outside customers, addressing concerns about aggressive AI spending ($125-145 billion annually). Investors are optimistic about this strategic pivot to generate returns on massive capex investments, though the company's ability to deliver on AI ROI expectations remains critical.

07/18/2026, 3:30 PM • The Motley Fool

Bitget lanza la primera Cuenta Unificada Multiactivos del sector con 100 tokens de acciones estadounidenses como margen

Bitget has launched the first Cross-Asset Unified Account (UTA) incorporating over 370 eligible assets, including 100 tokenized US stocks (rTokens), into a single margin pool. This advancement allows tokenized stocks and cryptocurrencies to function together within one capital framework, enabling users to use stock tokens as collateral for trading, borrowing, and portfolio management without isolating positions.

07/18/2026, 5:27 AM • GlobeNewswire

Bitget Melancarkan Cross-Asset Unified Account Pertama dalam Industri Dengan 100 Token Saham AS sebagai Margin

Bitget has launched a Cross-Asset Unified Account that integrates over 370 assets, including 100 tokenized US stocks (rTokens), into a single margin pool. This innovation allows users to leverage tokenized equities alongside cryptocurrencies for trading, borrowing, and portfolio management through one account, representing the third evolution in exchange account architecture focused on capital efficiency.

07/18/2026, 5:27 AM • GlobeNewswire