SpaceX vs. the "Magnificent Seven": How the New Nasdaq-100 Member Stacks Up

SpaceX was added to the Nasdaq-100 on July 7 with a $2 trillion valuation from its $86 billion IPO, but the stock has fallen 25% since then. While analysts expect strong revenue growth (87% by 2026), SpaceX trades at an extremely high valuation (77x sales) compared to the Magnificent Seven tech giants, is currently unprofitable, and lacks the proven track record of established competitors like Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla.

08/02/2026, 5:19 PM • The Motley Fool

If I Were in My 20s, I'd Buy This Magnificent ETF and Hold It Until Retirement

The article recommends the Invesco QQQ Trust (QQQ), an ETF tracking the Nasdaq-100 index, as an ideal long-term investment for young investors in their 20s. The Nasdaq-100 is heavily weighted toward technology stocks (70%) and has historically outperformed the S&P 500 with a 10.9% compound annual return over 27 years versus 8.6% for the S&P 500. The article highlights how major tech companies in the index have benefited from the AI revolution, with the top 10 holdings delivering over 500% average returns since 2023.

08/02/2026, 4:15 PM • The Motley Fool

Is a 53% Decline a Stopping Point for the SpaceX Stock Price? History Offers This Answer.

SpaceX stock has declined 52% from its post-IPO high and may face further pressure ahead of its Q2 2026 earnings report on Aug. 4 and insider selling on Aug. 6. However, historical precedent from Meta's 2012 IPO suggests that a 53% decline could represent a market bottom and buying opportunity, as Meta recovered with 140% gains over the next 12 months and 3,250% long-term gains. SpaceX's $28.5 trillion addressable market, particularly in AI infrastructure and space-based data centers, could provide significant upside for long-term investors.

08/02/2026, 11:26 AM • The Motley Fool

Microsoft vs. Meta Platforms: Which Is the Better Magnificent Seven Stock to Buy Right Now?

Microsoft and Meta both reported earnings on July 29, 2026, but with starkly different market reactions. Microsoft's stock surged 15% after the company demonstrated prudent AI infrastructure spending with $175B capex (below analyst estimates) while maintaining cash flow positivity and posting strong revenue growth of 18% and EPS growth of 22%. Meta's stock fell 9% as aggressive AI infrastructure investments caused free cash flow to plummet from $8.55B to $784M, with EPS missing consensus estimates and capex guidance raised to $130-145B (a 90% increase year-over-year). Analysts favor Microsoft for its balanced growth strategy and stronger earnings outlook.

08/02/2026, 9:23 AM • The Motley Fool

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

The article compares AMD and Arm as investment options in 2026. AMD is a chip manufacturer with strong data center revenue growth (34.3% YoY) but faces manufacturing risks and competition. Arm licenses IP architecture with a 99% smartphone market share, higher profit margins (18.4%), and a more resilient business model. Despite AMD's cheaper valuation (P/E 68.6 vs 108.6), the author recommends Arm due to its superior business model and lower operational risks.

08/02/2026, 8:30 AM • The Motley Fool

Mark Zuckerberg Says He's Betting Big on AI Compute Even as Meta's Free Cash Flow Craters. Here's What Investors Should Watch.

Meta is aggressively investing $130-145 billion in AI infrastructure despite an 18% year-over-year decline in free cash flow. However, strong ad revenue growth (27% YoY), rising ad prices (12% increase), and increased user engagement suggest AI investments are already strengthening the core business. The key question for investors is whether these positive trends continue as capital spending remains elevated, with potential upside if Meta can monetize excess compute capacity to third parties.

08/02/2026, 6:15 AM • The Motley Fool

An Analyst Just Named Mark Zuckerberg's Meta a Top Large-Cap Long Idea, Citing AI-Driven Ad Momentum and an Attractive Valuation

Evercore analyst Mark Mahaney named Meta a top large-cap long idea, citing AI-driven advertising momentum and attractive valuation at 17x forward earnings. However, Meta's stock dropped 10% after an underwhelming earnings report, with concerns about massive AI spending ($130-145B capex guidance), delayed AI model rollouts, and EPS declining 13% year-over-year despite 28% revenue growth. Wall Street remains bullish with a median price target of $800.

08/02/2026, 1:30 AM • The Motley Fool

AI Efficiency Layer Cuts Energy Use and Expands Server Capacity on Existing Hardware

Trust Carbon Infrastructure announced its patent-pending HXS compute-efficiency layer, which reduces energy consumption by 17.2-27.4% across AI models on NVIDIA H100 hardware while maintaining identical model outputs. In deeper testing with Microsoft's Phi-4, energy use declined 50.5% with a 167% capacity increase. The technology requires no new hardware purchases and will be offered to a single partner.

08/01/2026, 10:38 AM • GlobeNewswire

Microsoft Stock is Soaring: Is it Too Late to Buy?

Microsoft stock surged following positive quarterly earnings results that pleased investors. The company reported $678 billion in revenue already under contract, representing more than 2 years of sales, and generated $19.6 billion in a key earnings metric. The article examines whether the stock's recent gains present a buying opportunity or if valuations have become stretched.

07/31/2026, 11:22 PM • The Motley Fool

Should You Buy the Dip in Meta Stock?

Meta stock disappointed investors after announcing increased spending on artificial intelligence infrastructure. The company's operating expenses are rising nearly twice as fast as revenue, raising concerns about profitability and efficiency. The article examines whether the recent stock dip presents a buying opportunity for investors.

07/31/2026, 11:19 PM • The Motley Fool

Everyone Just Missed a Major Announcement From Meta Platforms

Meta Platforms announced an upcoming cloud computing business during its Q2 earnings call, a significant development that the market largely overlooked while focusing on disappointing short-term guidance. CEO Mark Zuckerberg indicated the company is rolling out business agents and receiving premium offers for compute capacity. This cloud business could provide the AI monetization path investors have been seeking, positioning Meta alongside competitors like Amazon, Microsoft, and Alphabet in the cloud computing space.

07/31/2026, 4:13 PM • The Motley Fool

Amazon's 14.9% Jump Lifts the Dow While Apple Drags It Back

Amazon surged 14.9% after reporting strong Q2 earnings with AWS growing 37% year-over-year, adding 208 points to the Dow. Apple fell 9.4% despite solid Q3 results due to muted guidance citing chip supply constraints, subtracting 188 points from the index. The market remains driven by mega-cap tech stocks with strong AI cloud businesses, while most other stocks declined.

07/31/2026, 1:11 PM • The Motley Fool

Elon Musk Says SpaceX Short-Sellers Have a "Very Low" Survival Probability. Is He Right?

Elon Musk warned that short-sellers betting against SpaceX have low survival probability, but the article notes that statistically, newly IPO'd stocks often decline in the first six months. While Musk's warning may be self-serving, SpaceX's real business fundamentals and Musk's qualification of 'over time' suggest short-sellers face significant long-term risks despite near-term statistical headwinds.

07/31/2026, 12:14 PM • The Motley Fool

Silver Is Down Big From Its Peak. Is Now the Time to Buy the Dip?

Silver has fallen 50% from its January peak of $115/oz to $58/oz, driven by investor concerns about AI data center spending despite strong long-term demand fundamentals. McKinsey projects $7 trillion in global data center spending by 2030, and major hyperscalers continue their infrastructure investments. The article suggests this dip may present a buying opportunity for silver and related producers.

07/31/2026, 10:05 AM • The Motley Fool

Missed Out On Nebius? This Former Crypto Miner Might Be Your Second Chance.

Keel Infrastructure, a former crypto miner pivoting to AI data center infrastructure, is positioned as an alternative investment opportunity for those who missed out on Nebius Group's gains. With a 2.2-gigawatt pipeline, plans to secure three hyperscaler leases by year-end, and expected revenue acceleration in 2027, Keel's colocation model minimizes capital expenditures while attracting major tech companies seeking custom chip compatibility.

07/31/2026, 1:30 AM • The Motley Fool