Are The "Magnificent Seven" Stocks Still Worth Buying?

The Magnificent Seven stocks have underperformed the broader market this year, with the MAGS ETF up only 5% year-to-date. While most remain well-positioned for AI growth with solid fundamentals and revenue growth exceeding the S&P 500, their valuations are less attractive than smaller competitors. Tesla's 20% decline and Meta's regulatory challenges weigh on the group, though Nvidia continues to deliver exceptional growth. Investors seeking generational returns may find better opportunities in smaller, faster-growing AI companies.

08/31/2026, 6:15 AM • The Motley Fool

Energy Transfer Is Quietly Becoming One of the Biggest Natural Gas Suppliers to AI Data Centers

Energy Transfer has emerged as a major natural gas supplier to AI data centers, leveraging its 107,000-mile pipeline network to secure significant contracts with Oracle, Meta, Crusoe, and utilities like Entergy. The company is capitalizing on data centers' need for on-site power generation through gas turbines and fuel cells, with projects including the $2.7 billion Hugh Brinson and $5.6 billion Desert Southwest pipelines. This positions Energy Transfer for strong growth with expected 17.5% EBITDA growth and 3-5% annual distribution increases, though permitting delays pose some risks.

08/30/2026, 3:15 PM • The Motley Fool

Netflix Has Fallen More Than 40% 7 Times in Its History. Here's What Happened Next Each Time.

Netflix stock has experienced seven major 40%+ declines since its 2002 IPO, each followed by significant recoveries averaging 248% gains over the subsequent year. Currently trading 40% below its June 2025 peak, the stock appears undervalued at a forward P/E of 25.8. However, intensifying competition from platforms like YouTube and Instagram, combined with slowing growth prospects, presents a different challenge than past downturns.

08/30/2026, 11:30 AM • The Motley Fool

The Most Obvious Buy in the Market Right Now

Following recent earnings reports, the article analyzes Meta and Netflix as potential investment opportunities, with Netflix highlighted as a standout buy. The piece also covers earnings from Rubrik and Iren, identifying which stock presents the most compelling investment case among the companies discussed.

08/30/2026, 11:30 AM • The Motley Fool

Meta Stock Looks Undervalued. Is the Market Missing Something?

Despite facing significant legal headwinds, including a $17 billion federal lawsuit settlement, Meta stock appears undervalued according to analyst Neil Rozenbaum. The article suggests that the valuation gap created by legal issues presents an investment opportunity, though the company continues to navigate regulatory challenges.

08/30/2026, 10:15 AM • The Motley Fool

A Wall Street Journal Report on $3 Trillion in Off-Balance-Sheet AI Commitments Recently Tanked Vertiv and GE Vernova. Here's What Actually Changed.

A Wall Street Journal report revealed that major tech companies have $3 trillion in off-balance-sheet AI infrastructure commitments. While this initially spooked markets and caused Vertiv and GE Vernova stocks to drop, the article argues the figure isn't surprising given known spending plans, and these commitments are likely to be fulfilled due to contractual obligations and growing evidence that AI investments are delivering returns.

08/28/2026, 5:05 PM • The Motley Fool

The S&P 500 Is Repeating an Ominous Pattern Not Seen in 26 Years. History Says This Is What Usually Happens Next, and Why This Time Could Be Different.

The S&P 500 is trading near record highs with a CAPE ratio at its highest level since the dot-com bubble, historically associated with market corrections. However, unlike the 1990s, today's AI-driven tech companies have substantial earnings, cash flow, and competitive advantages rather than speculative valuations. Investors should consider trimming gains while maintaining core holdings in quality companies with durable competitive moats.

08/28/2026, 6:26 AM • The Motley Fool

Prediction Markets Now Expect AI Start-Up Anthropic to Unseat SpaceX as the Largest IPO in 2026

Prediction markets now give Anthropic a 63% chance of becoming 2026's largest IPO, surpassing SpaceX's $85.7 billion record. Anthropic's annual run rate sales surged from $9 billion to $65 billion, but the company faces valuation concerns and historical headwinds common to tech IPOs. The article warns retail investors that hot tech IPOs typically experience average year-one drawdowns of 55%, making them risky investments despite market enthusiasm.

08/28/2026, 4:06 AM • The Motley Fool

Oklo's Meta Deal Calls For a 1.2-Gigawatt Reactor in Ohio. Here's When It's Slated to Come Online.

Oklo announced an agreement with Meta to develop a 1.2-gigawatt nuclear facility in south central Ohio to power Meta's data centers. Pre-construction is scheduled for 2027 with general construction beginning in late 2028 or 2029, with the first phase expected online around 2030. However, the unproven small modular reactor (SMR) technology makes a 2030 timeline unlikely, with a later date being more plausible. Oklo's stock is down 45% this year as investors remain cautious about the company's business model and SMR viability.

08/27/2026, 5:35 PM • The Motley Fool

Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.

An analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.

08/27/2026, 4:15 PM • The Motley Fool

The Stock Market Is Giving Investors a Second Chance to Buy This Incredible AI Chip Stock

Qualcomm is presented as an attractive buying opportunity following a semiconductor sector sell-off in July 2026. The company is positioned to benefit from AI adoption in mobile devices through its Snapdragon chips and has ambitious plans to generate $15 billion in data center revenue by 2029, with deals already in place with hyperscalers and Meta. Despite near-term headwinds from rising memory prices and Apple dropping its baseband chips, the stock trades at a reasonable 15.3x forward earnings multiple.

08/27/2026, 4:15 PM • The Motley Fool

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

08/27/2026, 3:31 PM • The Motley Fool

Prediction: Dell Technologies Stock Could Go Parabolic After Sept. 1. Here's Why.

Dell Technologies is positioned for strong earnings growth driven by surging AI infrastructure demand. The company achieved record Q1 revenue of $43.8 billion (88% YoY growth) and holds a record $51.3 billion AI server backlog. With hyperscalers like Meta and Microsoft spending heavily on data centers, Dell's Q2 earnings announcement on Sept. 1 could exceed guidance, potentially driving the stock higher.

08/27/2026, 11:15 AM • The Motley Fool

MAGS Is Treading Water This Year. Here's Why the Smartest Investors Are Still Buying.

The Roundhill Magnificent Seven ETF (MAGS) has underperformed major indexes year-to-date, up only 2% compared to the S&P 500 and Nasdaq's 12% gains. Despite this, investors remain interested due to five of the seven megacap stocks trading at below-average valuations. The concentrated portfolio carries higher volatility risk but offers potential for outperformance when markets rally.

08/27/2026, 9:10 AM • The Motley Fool

44% of Billionaire Bill Ackman's Portfolio at Pershing Square Is Concentrated in Just 4 AI Stocks

Billionaire Bill Ackman's Pershing Square fund has 44.4% of its $19.5 billion portfolio concentrated in four AI application stocks: Uber, Microsoft, Amazon, and Meta. Unlike most billionaires focusing on AI infrastructure companies, Ackman is betting on AI applications pioneers, which he believes are better positioned to weather an AI bubble burst and offer attractive valuations with sustainable competitive advantages.

08/27/2026, 5:06 AM • The Motley Fool