Why Meta Platforms Stock Is Worth Buying Despite It Being "Speculative"

Meta Platforms is considered a speculative investment due to its heavy reliance on advertising (99%+ of revenue) and uncertain AI pivot, but the company demonstrates strong fundamentals with 33% Q1 2026 revenue growth and improving free cash flow. Despite massive $145 billion AI spending and saturated user base (3.6 billion daily users), Meta's unique data advantages and accelerating ad revenue growth suggest its capital investment could justify long-term stock appreciation if it becomes an AI leader.

06/07/2026, 6:15 AM • The Motley Fool

This Billionaire Investor Was Loading Up on Agentic AI Hardware Stocks in Q1. Should Investors Follow Suit?

Billionaire investor Lee Ainslie of Maverick Capital invested in hardware companies positioned to benefit from agentic AI in Q1. The shift from LLM training (8:1 GPU-to-CPU ratio) to agentic AI (1:1 ratio) creates significant opportunities for CPU makers. Ainslie bought or added positions in Nvidia, AMD, and Intel, with AMD and Nvidia appearing better positioned than Intel for this trend.

06/07/2026, 5:15 AM • The Motley Fool

Will SpaceX, Aiming for the Biggest IPO Ever, Soar After June 12? History Offers an Answer That's Remarkably Clear.

SpaceX is set to launch what could be the largest IPO ever on June 12, 2026, with a valuation of $1.77 trillion. While the company has impressive achievements in rocket launches, satellite internet (Starlink), and AI, historical data shows that 8 of the top 10 largest U.S. IPOs declined in their first year of trading. The article suggests cautious investors may want to wait for better entry points, while aggressive investors might view SpaceX as an early opportunity.

06/07/2026, 5:05 AM • The Motley Fool

Will There Be a Stock Market Crash Under President Donald Trump? A New Downside Catalyst Just Entered the Picture.

Despite strong market gains under Trump's presidency, multiple warning signs threaten a stock market crash: the Iran war driving inflation, historically high valuations (Shiller P/E at 42.66), record margin debt at $1.304 trillion, and the upcoming SpaceX IPO valued at $1.8 trillion with a P/S ratio of 96. A Nasdaq rule change allowing SpaceX fast entry into the Nasdaq-100 could force $30 trillion in passive index funds to buy at inflated valuations, potentially triggering a market correction.

06/07/2026, 4:06 AM • The Motley Fool

5 Solid Artificial Intelligence (AI) Stocks That Also Pay Dividends

The article highlights five AI-focused companies that also pay dividends: Nvidia, Taiwan Semiconductor Manufacturing, Alphabet, Microsoft, and Meta Platforms. While current dividend yields are modest (under 1%), these companies have significant potential to substantially increase dividends over the next decade as their AI infrastructure investments mature and cash flows expand. The low payout ratios indicate ample room for future dividend growth alongside continued AI-driven stock appreciation.

06/07/2026, 3:35 AM • The Motley Fool

Cerebras Opened at $350 -- Nearly Double Its IPO Price -- Then Pulled Back 20% the Next Day. Is Cerebras Stock a Buy or a Trap?

Cerebras Systems went public on May 14 at $350, nearly double its $185 IPO price, but fell 20% the next day and has since declined over 42% to $201. While the AI semiconductor company has impressive growth and partnerships with OpenAI, Amazon, and Meta, the article cautions investors to watch from the sidelines due to limited customer concentration, history of losses, and heavy investment needs.

06/06/2026, 8:20 PM • The Motley Fool

The Biggest IPOs in History -- and How They Performed

The article examines the largest U.S.-listed IPOs in history, including SpaceX's upcoming $75 billion offering, and analyzes their post-IPO performance. Most major IPOs experienced initial bullish momentum followed by significant pullbacks before ultimately delivering strong long-term returns for patient investors. The analysis reveals a consistent pattern: excessive early hype leads to unsustainable valuations, corrections, but eventual substantial gains.

06/06/2026, 12:05 PM • The Motley Fool

It’s Prime Time for Selling Covered Calls

With equity markets trading at historically extended valuations and AI-driven gains concentrated in mega-cap tech stocks, the author recommends selling covered calls as a strategic hedge. This approach allows investors to generate immediate income from option premiums while maintaining downside protection in a market environment that appears 'priced for near perfection' and vulnerable to corrections from inflation, rising rates, or delayed AI monetization.

06/06/2026, 1:01 AM • Investing

Meta Stock Is Getting Hit Hard. But Where Will It Be in 3 Years?

Meta's stock has fallen 25% from its all-time high despite strong business fundamentals, with Q1 advertising revenue growing 33% year-over-year. However, massive capital expenditure plans ($125-145 billion in 2026, nearly double 2025 spending) and Reality Labs losses ($19.2 billion in 2025) are pressuring profits and investor sentiment. The stock could trade anywhere from mid-$500s to $1,000 over the next three years depending on whether AI investments translate into profitable new products.

06/05/2026, 11:33 PM • The Motley Fool

Nebius Stock Is Up 170% in 2026, and Leopold Aschenbrenner Just Bought a 5.6% Stake. Here's Why

Leopold Aschenbrenner, a former OpenAI researcher, acquired a 5.6% stake in Nebius (NBIS), the cloud-based AI infrastructure company, through his Situational Awareness fund. Despite the stock's 170% rally this year, Aschenbrenner's investment aligns with his thesis that physical AI infrastructure—data centers, chips, and power grids—will be the ultimate bottleneck for AI growth. Nebius, formerly Russia's Yandex, has surged with major deals from Meta and Microsoft, with analysts projecting 242% revenue CAGR through 2028.

06/05/2026, 5:30 PM • The Motley Fool

Nasdaq Falls 4%: The Long-Warned Collision Course Is No Longer Theoretical

The Nasdaq fell 4% following a stronger-than-expected May jobs report (172,000 jobs added), shifting market expectations from hoping for rate holds to contemplating potential Fed rate hikes. The market's fragile structure—characterized by crowded AI positioning, stretched semiconductor valuations, elevated leverage in Korean equities, and rising Treasury yields—finally collapsed. While this represents a positioning and valuation reset rather than an economic recession, the correction reveals how dependent the AI rally had become on momentum and leverage. The author argues this correction into a healthy economy is preferable to one driven by economic deterioration.

06/05/2026, 5:18 PM • Investing

3 Artificial Intelligence (AI) Stocks to Buy and Hold for the Next Decade

The article recommends Meta Platforms, Microsoft, and Broadcom as solid long-term AI investments. Meta's ad revenue accelerated to 33% growth driven by AI improvements, Microsoft's AI business reached a $37 billion annual run rate with strong Azure growth, and Broadcom's AI semiconductor revenue is expected to exceed $100 billion by fiscal 2027. All three companies generate sufficient cash flow to sustain heavy AI investments over the next decade.

06/05/2026, 1:07 PM • The Motley Fool

Billionaire Investor Backs Meta And Alphabet As AI Spending Surges

Hedge fund billionaire Daniel Loeb's Third Point LLC added significant positions in Meta Platforms and Alphabet in Q1 FY26, acquiring 90,000 and 175,000 shares respectively. Meta beat earnings expectations with $56.31B revenue and announced increased infrastructure spending, while Alphabet reported strong quarterly earnings of $5.11 per share and plans to raise $80B for AI infrastructure investments. Both companies are aggressively expanding AI capabilities through partnerships, acquisitions, and new product launches.

06/05/2026, 12:06 PM • Benzinga

3 Top-Tech Stocks to Buy With $1,000 Right Now

The article recommends Microsoft, Meta Platforms, and Nvidia as compelling investment opportunities for investors with $1,000 to deploy. Microsoft's AI business is growing at 123% with a $37 billion annual run rate but trades 15% below all-time highs at attractive valuations. Meta Platforms is undervalued relative to its strong ad business growth (33% revenue growth) and potential AI investments. Nvidia, despite being the world's largest company, shows accelerating revenue growth at 85% and is positioned to benefit from massive projected increases in data center capital expenditures through 2030.

06/05/2026, 11:15 AM • The Motley Fool

SpaceX's AI Business Lost $6.4 Billion Last Year — And That's Exactly The Point

SpaceX's AI segment posted a $6.4 billion operating loss in 2025, more than quadrupling from $1.6 billion the prior year. The company is making aggressive investments in gigawatt-scale AI infrastructure, viewing the losses as a construction investment rather than a problem. SpaceX estimates the total AI opportunity at $26.5 trillion across infrastructure, enterprise applications, subscriptions, and advertising, following a similar playbook to Amazon and Meta's infrastructure buildout strategies.

06/05/2026, 9:50 AM • Benzinga