This Dividend King Is Getting In on the AI Energy Boom With Its Recent Deal with Google. Is It a Buy?

Black Hills, a Dividend King with 56 years of consecutive dividend growth, signed a long-term agreement with Google to supply 2.7 gigawatts of power to its Wyoming data center campus through 2048. The deal is projected to generate $150 million in annual net income by 2030, significantly boosting the utility's position as Wyoming emerges as a major AI data center hub with investments from Microsoft, Meta, and Alphabet.

10/16/2026, 6:15 AM • The Motley Fool

Billionaires Are Selling These 6 Artificial Intelligence (AI) Stocks. Should You Follow?

Several billionaire investors sold major AI stocks in Q2, including Apple, Microsoft, Amazon, and Alphabet, citing concerns about AI infrastructure returns and valuations. However, the article advises against simply following these sales, recommending a company-by-company evaluation. Amazon and Apple are highlighted as top picks due to AWS growth and Apple's lower capex exposure to AI, while Tesla is flagged as overvalued given its unproven autonomous technology.

10/16/2026, 5:25 AM • The Motley Fool

Prediction: A $10,000 Investment in This Artificial Intelligence (AI) Hardware Stock Will At Least Double by 2030 (Hint: It’s Not Nvidia or Micron)

Jabil, a contract electronics manufacturer, is positioned to double by 2030 due to strong AI infrastructure demand. The company manufactures AI server racks, cooling systems, and power management solutions for major hyperscalers like Meta, Amazon, and Google. With AI revenue expected to jump from $14.4 billion in fiscal 2026 to $22.1 billion in fiscal 2027, and consensus estimates projecting EPS of $25.93 by fiscal 2029, analysts believe the stock could reach $660 by 2030, representing 128% upside from current levels.

10/16/2026, 5:16 AM • The Motley Fool

SpaceX Has Climbed 15% From Its IPO Price. Here’s Where History Says It Will Be After 1 Year.

SpaceX completed the largest IPO ever four months ago, raising over $85 billion with a trillion-dollar valuation. The stock has climbed 15% from its $135 IPO price after initially surging 50%. Historical analysis of major IPOs suggests SpaceX could experience a double-digit decline within its first year of trading, though the company is delivering strong growth in its Starlink connectivity business and making progress with its Starship rocket program.

10/16/2026, 5:10 AM • The Motley Fool

Not Nvidia. Not Cisco. This Is the AI Networking Stock Quietly Wiring Every Data Center

Arista Networks is emerging as a critical AI infrastructure player by providing high-speed Ethernet switches that solve data center bottlenecks. As AI models grow more demanding, faster networking becomes essential to keep expensive GPUs operating at full capacity. Arista's stock has outperformed both Nvidia and Cisco this year, rising 54%, with strong Q2 results showing 37.7% revenue growth and guidance for continued expansion.

10/15/2026, 7:15 PM • The Motley Fool

3 Chip Stocks to Buy Before Big Tech Reports Its Spending Plans

With major tech companies planning over $700 billion in combined capital spending for 2026, chip suppliers Nvidia, Broadcom, and Marvell are positioned to benefit. All three stocks trade below recent record highs, presenting buying opportunities ahead of earnings reports. Nvidia is recommended as the best entry point due to its lowest valuation and accelerating data center growth.

10/15/2026, 4:41 PM • The Motley Fool

These 2 Stocks Have Run Circles Around the Magnificent Seven This Year, and Wall Street Says There Is More Upside Ahead

Revolution Medicines and Oruka Therapeutics have significantly outperformed the Magnificent Seven tech stocks this year, both more than doubling. Revolution Medicines gained FDA approval for Rasonque, a pancreatic cancer treatment with blockbuster potential ($20.8B peak revenue projected). Oruka Therapeutics is developing ORKA-001 for psoriasis with promising Phase 2 results and convenient once-yearly dosing. While Wall Street sees substantial upside (36% for RVMD, 95% for ORKA), both stocks carry significant risk due to clinical uncertainty and limited approval history.

10/15/2026, 3:14 PM • The Motley Fool

Is It Really "Safe" to Invest in Tech ETFs Right Now? Here's What History Suggests.

The article examines whether tech stocks are overpriced amid the AI boom. While tech valuations appear reasonable due to strong earnings growth outpacing share price increases, the sector remains volatile. The Invesco Nasdaq 100 ETF offers diversified tech exposure with 16.4% annualized returns over five years, though investors should be prepared for potential downturns like the 32.45% decline in 2022.

10/15/2026, 2:00 PM • The Motley Fool

Meta's Muse Agent Is a Massive Hit. I'm Still Not Sold on Meta Stock.

While Meta's Muse AI agent has achieved early success with 3 million weekly users and top App Store ranking, analyst Chris Neiger remains skeptical about its ability to justify Meta's $145 billion AI infrastructure spending. The subscription model won't offset massive AI costs, competition is intensifying from rivals like Apple and OpenAI, and Meta lacks enterprise products to generate sufficient revenue like Microsoft and Alphabet do.

10/15/2026, 10:00 AM • The Motley Fool

The Stock Market Will Look Completely Different by 2030. This Is the Stock I'm Buying Before It Does.

As AI adoption shifts from infrastructure building to productivity gains, Synopsys emerges as a potential winner by providing chip design software and IP. The company targets $17 billion in revenue and $8.5 billion in operating income by fiscal 2030, but valuation risks could limit shareholder returns despite strong earnings growth projections.

10/15/2026, 9:45 AM • The Motley Fool

Big Tech Will Spend $745 Billion on AI This Year. These Stocks Get Paid on Every Dollar.

Amazon, Alphabet, Microsoft, and Meta are projected to spend $745 billion on capital expenditures this year, primarily for data center infrastructure. Hardware suppliers Nvidia, Broadcom, and Arista Networks are positioned to benefit from this spending through GPU sales, custom AI chips, and networking equipment. Nvidia trades at an attractive 14x forward P/E, Broadcom at 18x with strong AI revenue growth projections, while Arista commands a premium 38x valuation despite deployment risks.

10/15/2026, 7:10 AM • The Motley Fool

INVESTOR DEADLINE: Hims & Hers Health, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Before November 2, 2026 Deadline, Robbins Geller Rudman & Dowd LLP Announces - HIMS

Robbins Geller announces a class action lawsuit against Hims & Hers Health, Inc. for allegedly sharing consumers' health information with third-party advertising platforms and charging for prescriptions immediately after intake forms despite claiming personalized consultations. The FTC filed a lawsuit on July 29, 2026, leading to a 15% decline in Hims & Hers stock. Investors with substantial losses can seek lead plaintiff status before November 2, 2026.

10/15/2026, 7:00 AM • GlobeNewswire

Agentic AI Could Push This Trillion-Dollar Chipmaker to New Heights, According to Wall Street Analysts

Agentic AI, which requires more computing power than standard chatbots, is expected to benefit semiconductor stocks, particularly AMD. The chipmaker's leading position in data center CPUs and ability to combine CPUs with GPUs into complete solutions positions it well for growth. Multiple Wall Street analysts have raised price targets for AMD, citing its partnerships with Meta and agentic AI infrastructure opportunities, though the stock's high valuation at 77x forward P/E warrants caution.

10/15/2026, 5:30 AM • The Motley Fool

Apple Could Dominate the Agentic AI Market With Siri. Just Not This Siri.

Apple's latest Siri update lags behind Meta's Muse app in autonomous AI capabilities. While Apple has a trust advantage over Meta, the company risks losing hardware sales if it fails to develop competitive agentic AI features. Consumers increasingly expect AI agents that can autonomously complete tasks like booking flights and shopping, and premium iPhone prices may not justify inferior AI capabilities.

10/15/2026, 4:45 AM • The Motley Fool

Not Memory. Not Energy. This Is the Biggest Bottleneck in Artificial Intelligence, and These Are the Companies That Can Benefit.

Capital constraints, not chip supply, represent the biggest bottleneck for AI data center expansion. Major hyperscalers like Alphabet, Amazon, and Meta face negative free cash flow as they scale AI spending. Custom silicon (XPUs) offer a solution by reducing upfront costs, positioning XPU makers like Broadcom and Marvell as major beneficiaries of this shift.

10/15/2026, 4:14 AM • The Motley Fool