Stocks Rise as Inflation Cools the Fed, but Chip Rout Keeps the Rally Honest

Stock markets gained on softer inflation data (CPI and PPI), allowing the Fed to pause rate hikes. However, the semiconductor sector fell 2.1% as investors rotated out of crowded AI trades into mega-cap tech with stronger fundamentals. The rally was selective, with concerns about geopolitical tensions in the Persian Gulf and whether AI spending will generate adequate returns.

07/15/2026, 4:27 PM • Investing

2 Superior Growth Stocks to Buy in 2026

Nvidia and Meta Platforms are recommended as top growth stocks for 2026. Nvidia, the leading AI hardware supplier, shows strong revenue growth of 85% YoY with expanding product lines and a forward P/E of 23 that appears undervalued relative to its 45% expected earnings growth. Meta's 33% YoY revenue growth, driven by AI-powered advertising improvements and a massive 3.5 billion daily user base, positions it for continued monetization despite heavy capital spending.

07/15/2026, 7:35 AM • The Motley Fool

AI Is Reshaping a Trillion-Dollar Wall Street Catalyst, and It Has Terrifying Implications for the 2nd-Priciest Stock Market in History

Major tech companies like Alphabet, Meta, and Apple are redirecting capital away from stock buybacks to fund massive AI infrastructure investments. This shift eliminates a key stock market catalyst that has driven valuations since 2018, potentially exposing an already expensive market to significant downside risk.

07/15/2026, 7:06 AM • The Motley Fool

NuScale Power Is Down 84% From Its 52-Week High. Is It Finally Time to Buy the Dip in the Nuclear Start-Up?

NuScale Power's stock has plummeted 84% from its $57.42 peak, driven by accelerated regulatory approvals for competitors that have eroded its first-mover advantage. While the company benefits from growing AI data center demand for nuclear power and has secured a Romania project, it lacks firm commitments beyond that deal. The stock presents a high-risk opportunity for investors betting on a TVA deal and SMR market growth.

07/14/2026, 2:21 PM • The Motley Fool

Should Nebius and CoreWeave Investors Be Scared by Meta's Latest Plans?

Meta Platforms is reportedly planning to launch its own cloud computing service, causing stocks of computing capacity providers Nebius and CoreWeave to decline significantly. Both companies have major deals with Meta ($12B and $14B respectively), but the news of Meta's cloud ambitions has sparked investor concerns about reduced reliance on these partners. However, the article argues that AI computing capacity remains supply-constrained and Meta will likely maintain these partnerships given future AI demands.

07/14/2026, 10:20 AM • The Motley Fool

3 Artificial Intelligence (AI) Stocks I'd Buy to Take Advantage of a Golden Opportunity

The article recommends three AI stocks as buying opportunities following recent market sell-offs: Nvidia, expected to benefit from a projected surge in data center spending from $650B in 2026 to over $1 trillion in 2027; Sandisk, which has risen 660% in 2026 due to strong memory chip demand and is trading at only 9x forward earnings with 143% revenue growth expected; and Meta Platforms, which is reportedly forming a cloud computing division to monetize excess data center capacity, offering a new revenue stream while trading cheaper than the S&P 500.

07/14/2026, 7:05 AM • The Motley Fool

Prediction: This ETF Will Be the Best Way to Invest in the S&P 500 to Finish 2026

The article argues that the Invesco S&P 500 Equal Weight ETF (RSP) may outperform the standard S&P 500 through the end of 2026 due to overconcentration risk in mega-cap tech stocks. With the top 10 holdings accounting for over 39% of the S&P 500 and tech representing 38.6% of the index, the author expects other sectors like industrials and energy to outperform, making RSP's equal-weight approach a better hedge against tech concentration.

07/14/2026, 6:35 AM • The Motley Fool

Prediction: Lisa Su Will Deliver Great News for Advanced Micro Devices (AMD) Investors on Aug. 4

AMD is expected to deliver bullish guidance during its Q2 2026 earnings call on Aug. 4, driven by strong data center GPU demand and new MI450 series deployments from major customers like OpenAI and Meta. However, AMD's stock trades at a P/E ratio of 121.8—nearly four times higher than Nvidia's 32.2—making valuation a concern despite positive business fundamentals.

07/14/2026, 5:35 AM • The Motley Fool

This AI Giant Has Climbed 900% Over the Past Five Years. Now Wall Street Expects the Stock to Jump Another 40%.

Nvidia, the dominant AI chip designer, has surged 900% over five years and Wall Street predicts another 40% gain. The company is expanding beyond GPUs into the CPU market for agentic AI, targeting a $200 billion opportunity. With $81 billion in recent quarterly revenue and a 74% gross margin, Nvidia is positioned for continued growth despite competition from Intel and AMD.

07/14/2026, 5:05 AM • The Motley Fool

Meta Platforms May Be Launching a Cloud Business: Should Amazon Be Worried?

Meta Platforms is reportedly exploring launching a cloud business to monetize excess AI computing capacity, potentially competing with Amazon's AWS. However, analysts suggest Amazon shouldn't be concerned due to rapid AI infrastructure growth ($318B in 2025, projected to exceed $1T by 2029), AWS's comprehensive service offerings beyond computing capacity, and strong competitive moats from switching costs. Amazon continues to accelerate cloud revenue despite competition from Microsoft and Alphabet.

07/14/2026, 3:15 AM • The Motley Fool

Data Center Chip Market Size to Hit $56.80 Billion by 2035 | SNS Insider

The global data center chip market, valued at $22.50 billion in 2025, is expected to reach $56.80 billion by 2035, growing at a CAGR of 9.70%. Growth is driven by generative AI workload demand, hyperscaler capital expenditure commitments of $300 billion in 2025, and enterprise AI adoption. GPUs are expected to register the highest growth rate, while large hyperscale data centers dominate with 68.04% market share. North America leads globally with 35.73% market share, while Europe and Asia-Pacific show strong growth trajectories.

07/14/2026, 2:30 AM • GlobeNewswire

Meta Platforms Stock Rises as Muse Spark 1.1 AI Model Debuts

Meta Platforms' stock gained momentum following announcements of entering cloud computing and the release of its Muse Spark 1.1 AI model. The model scores 51 on Artificial Analysis' Intelligence Index, outperforming Alphabet's models but trailing OpenAI and Anthropic. Meta is monetizing the model with per-token pricing at approximately 25% of competitors' rates, marking its first significant AI monetization push. While the aggressive pricing strategy offers revenue potential, profitability concerns remain.

07/14/2026, 2:25 AM • Investing

Cboe Global Markets to Launch Extended Hours for Single-Stock Options. Here's Why It Wins When Volatility Spikes.

Cboe Global Markets is launching extended trading hours (7:30 a.m. to 4:15 p.m. ET) for single-stock options on approximately 20 mega-cap stocks including the Magnificent Seven. The move is expected to boost revenue through increased trading volume and fees, particularly when market volatility is high. Cboe had a record Q1 with 29% revenue growth and 54% earnings growth, though the stock has since pulled back from its May peak. With the VIXEQ (single-stock volatility index) at historically high levels, Cboe is positioned to benefit if volatility persists.

07/13/2026, 5:05 PM • The Motley Fool

Amazon Stock Hasn't Been This Cheap in Over a Decade. Has the Sell-Off Gone Too Far?

Amazon's stock has reached its lowest valuation in over a decade with a P/E ratio of 29, driven by investor concerns over massive $200 billion capital expenditure spending in 2026. However, the heavy investment in AI infrastructure has accelerated revenue growth to 17% year-over-year and net income growth to 77% in Q1 2026, suggesting the sell-off may be overdone. While analyst forecasts predict a slowdown to 21% profit growth, the article suggests now may be a good time to begin building an Amazon position.

07/13/2026, 1:15 PM • The Motley Fool

In 7 Words, Kevin Warsh Just Sent the Clearest Signal Yet About Where Interest Rates Are Headed in 2026

Federal Reserve Chair Kevin Warsh signaled a hawkish stance on inflation at a recent Central Banking forum, stating 'prices are too high.' This comment has led markets to price in a 52% probability of a quarter-point rate increase in September 2026, with another expected in March 2027. Despite initial expectations that Warsh would support lower rates, his focus on price stability suggests a more hawkish approach than anticipated.

07/13/2026, 8:05 AM • The Motley Fool