Micron Just Became America's 10th-Most-Valuable Company. Wall Street Says It Could Pass Tesla and Meta Next.

Micron Technology crossed $1 trillion in market value, becoming America's 10th-most-valuable company after a 19% stock surge. UBS tripled its price target to $1,625, implying a $1.8 trillion valuation that could surpass Tesla and Meta. The rally is driven by AI demand for memory chips and new multi-year customer contracts providing business stability. However, the memory business remains cyclical, and the stock's steep run-up carries risks if AI demand cools.

05/26/2026, 10:16 PM • The Motley Fool

AI Bond Issuance Tests the Market’s Appetite for Long-Dated Tech Debt

Major tech hyperscalers (Amazon, Alphabet, Meta, Microsoft, Oracle) are issuing record amounts of long-dated corporate bonds to fund massive AI infrastructure buildouts. In 2025, these five companies issued ~$121 billion in bonds, over 4x their historical average, with projections of $130-150 billion in 2026. While credit fundamentals remain strong with low leverage ratios, tech sector concentration in investment-grade benchmarks is rising to ~10%, creating potential technical pressures and concentration risks as supply surges.

05/26/2026, 5:22 PM • Investing

After Nvidia, Broadcom’s Earnings Are Next—Here’s What to Watch

Broadcom is set to report earnings on June 3, 2026, with expectations for strong sales growth of 47% YOY and adjusted EPS growth of 52% YOY. The company has consistently beaten estimates and is expected to do so again. Key focus areas include Broadcom's partnership with Alphabet on custom chips and TPUs, which Alphabet recently began selling to external customers. Analysts remain optimistic with price targets suggesting 10-25% upside potential.

05/26/2026, 10:41 AM • Investing

Meta Platforms May Be the Most Undervalued Big Tech Stock in the Market

Meta Platforms is trading at a cheap valuation (12.6x operating cash flow) despite strong fundamentals. The company's legacy advertising business is thriving with 33% revenue growth driven by AI integration, while Reality Labs continues to lose billions. The author argues the market undervalues Meta and suggests potential catalysts like AI products or glasses could trigger significant stock appreciation.

05/26/2026, 9:30 AM • The Motley Fool

TikTok Owner ByteDance Is Reportedly Offering AI Staff A Sweet Deal As Talent War Heats Up

ByteDance is offering stock options tied to its Seed AI division to employees at $13 per unit to retain talent amid intense competition from rivals like Tencent. The stock has surged nearly 30% since last year, but the strategy risks internal division and reduced staff mobility. The move reflects a broader tech industry talent war, with companies like OpenAI, Meta, and Microsoft competing aggressively for AI researchers through substantial compensation packages.

05/26/2026, 9:05 AM • Benzinga

Here's What I Think Is Going on With Nvidia Stock After the AI Giant's Showstopping Earnings Report

Nvidia delivered impressive earnings with 85% sales growth and strong profitability, but the stock fell 3.6% in the two trading sessions following the report. The analyst suggests investors shouldn't worry about the post-earnings slump, as the stock decline likely reflects investor sentiment that there's no rush to buy given the long-term growth story ahead, rather than disappointment with fundamentals.

05/26/2026, 5:05 AM • The Motley Fool

Top 3 Energy Dividend Stocks for Reliable Income in 2026

The article highlights three energy sector stocks with strong dividend track records: Consolidated Edison (a Dividend King with 52 years of consecutive increases), Enbridge (31 years of increases with a 4.8% yield), and Enterprise Products Partners (27 years of increases with a 5.5% yield). Despite energy sector volatility, these companies maintain reliable income generation through regulated utilities, diversified energy approaches, and midstream services.

05/26/2026, 2:15 AM • The Motley Fool

3 Dividend Stocks to Hold for the Next 10 Years

The article recommends three dividend stocks for long-term holding: Merck, which is preparing for Keytruda patent expiration with a robust pipeline of 50+ trials; Verizon, a stable telecom with growth drivers in fixed wireless access and AI infrastructure; and Equinix, a data center REIT benefiting from the booming AI industry with consistent dividend growth.

05/25/2026, 1:23 PM • The Motley Fool

Missed Out on the Initial AI Rally? These 3 AI Stocks Are Just Getting Started.

Despite the strong AI sector rally since April, three stocks still offer significant upside potential: Meta Platforms trades at a discount to the S&P 500 with 33% revenue growth; Micron is capitalizing on memory chip shortages with expected 193% revenue growth this year; and Nebius is experiencing explosive growth with its AI-focused neocloud platform, projecting 550% growth this year.

05/25/2026, 1:09 PM • The Motley Fool

3 Reasons Amazon Is the Best Growth Stock to Buy in May

Amazon is positioned as a strong growth stock with net sales rising 17% and AWS growing 28% in its latest quarter. AWS, which contributes only a fifth of revenue but generates over 35% operating margins, now accounts for more than half of Amazon's operating profit. The company is expanding its AI capabilities through custom chips and securing major deals like Meta's adoption of Amazon's Graviton chips. Trading at 31x current and 27x forward earnings, Amazon's valuation is reasonable given its fundamentals are outpacing stock performance.

05/25/2026, 12:07 PM • The Motley Fool

Yanik Guillemette : C-22 pourrait fragiliser l’économie numérique canadienne

A coalition of tech giants, cybersecurity experts, and VPN providers warns that Canada's Bill C-22 could harm the digital economy and accelerate capital flight from the country. The legislation's encryption backdoor requirements are prompting major companies like Meta, Apple, and Signal to consider leaving Canada, while VPN providers Windscribe and NordVPN plan to relocate operations. Quebec entrepreneur Yanik Guillemette argues the law threatens Canada's position as a global AI hub and data center destination.

05/25/2026, 8:58 AM • GlobeNewswire

Yanik Guillemette Warns Bill C-22 Could Trigger a Major Tech Investment Exodus From Canada

A coalition of global technology leaders and cybersecurity companies are warning that Canada's proposed Bill C-22 could severely damage the country's digital economy by forcing encryption backdoors and surveillance mechanisms. Major tech companies including Meta, Apple, and Signal have publicly opposed the legislation, while VPN providers like Windscribe and NordVPN threaten to relocate operations outside Canada. The controversy has attracted international scrutiny from U.S. lawmakers concerned about cross-border digital security implications.

05/25/2026, 8:58 AM • GlobeNewswire

This 10.5% Dividend Shines as Americans Get Richer and Are Less Happy About It

The article highlights a disconnect between strong corporate earnings and poor consumer sentiment in the US economy. Despite Americans feeling worse about the economy than in decades, S&P 500 companies posted 11%+ year-over-year earnings gains in Q1 2026, and workers' inflation-adjusted wages have been rising since the late 2010s. The Liberty All-Star Equity Fund (USA), a closed-end fund yielding 10.5%, is presented as a way to capitalize on this dynamic by gaining discounted access to large-cap stocks including Nvidia, Microsoft, Alphabet, and Amazon.

05/25/2026, 6:27 AM • Investing

Over Half of Billionaire Chase Coleman's Portfolio Is Invested in 7 Brilliant Artificial Intelligence (AI) Stocks

Chase Coleman's Tiger Global Management has over 56% of its portfolio concentrated in seven AI stocks. In Q1, Coleman made significant moves including a 49% increase in Taiwan Semiconductor, 25% increase in Broadcom, and a notable 54% reduction in Microsoft holdings, while maintaining his top position in Alphabet with no trades.

05/25/2026, 5:30 AM • The Motley Fool

Walmart vs. Costco: Which Is the Better "Recession-Proof" Stock to Buy Now?

While Walmart and Costco are considered recession-proof businesses with strong competitive advantages, both stocks are trading at expensive valuations (Walmart at 44.4x trailing earnings, Costco at 54.6x). The author recommends Walmart over Costco due to better AI adoption and a more reliable dividend history, but suggests investors may be better served buying other growth stocks like Nvidia, Microsoft, and Amazon instead.

05/25/2026, 3:15 AM • The Motley Fool