Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.

Rather than competing to build the best AI model, Amazon is positioning itself as the infrastructure provider enabling AI adoption across industries. By leveraging AWS and its integrated ecosystem, Amazon can profit from AI growth regardless of which model dominates, similar to how pick-and-shovel sellers profited during gold rushes. The company plans to invest $200 billion in 2026 for AI data centers.

07/30/2026, 7:15 PM • The Motley Fool

Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Astera Labs, a profitable semiconductor connectivity provider with strong margins and a debt-free balance sheet but facing customer concentration risks, versus CoreWeave, a rapidly scaling cloud infrastructure platform with explosive revenue growth but significant losses and high debt. The author recommends Astera Labs despite its higher valuation due to its profitability and cash generation, while CoreWeave's aggressive expansion is consuming capital and generating substantial free cash flow losses.

07/30/2026, 5:30 PM • The Motley Fool

Stock Market Today, July 30: Amazon Soars Over 8% After Hours on Earnings Beat

Amazon surged over 8% in after-hours trading on July 30, 2026, after beating Q2 earnings expectations with strong revenue growth of 20% year-over-year to $200.61 billion and robust AWS cloud service performance. The earnings report demonstrated that the company's significant AI infrastructure investments are beginning to generate returns, though concerns remain about its negative free cash flow of $7.6 billion and substantial capex spending of $173 billion for the year.

07/30/2026, 5:22 PM • The Motley Fool

Enbridge's Dividend Has Grown for 31 Straight Years. Here's Why It Won't Stop.

Enbridge has increased its dividend for 31 consecutive years and is positioned to continue this streak through diversified energy operations and strategic partnerships. The company transports 30% of North America's crude oil and 20% of U.S. natural gas, while expanding into renewable energy with contracts like Meta's solar projects and exploring over 50 data center opportunities. Despite concerns about high debt levels, Enbridge's long-term contracts and critical infrastructure role support its 5.1% dividend yield.

07/30/2026, 5:05 PM • The Motley Fool

Prediction: These AI Stocks Bounce Back After the Bloodbath

AI stocks experienced a significant sell-off, but the article argues that the market's reaction doesn't align with underlying fundamentals. The author suggests these stocks are positioned to bounce back from the recent decline.

07/30/2026, 2:08 PM • The Motley Fool

Meet the Super Semiconductor Stock Crushing Nvidia With a 12-Month Return of 129%

Corning, a 175-year-old glass manufacturer, has emerged as a key player in the AI boom by supplying fiber-optic cables for data centers. With a 12-month return of 129%, the stock significantly outperformed Nvidia's 8% return. The company secured multi-billion dollar deals with Meta and Amazon, plans to expand manufacturing capacity tenfold, and projects doubling revenue from $20B to $40B by 2030. While trading at a higher P/E ratio than Nvidia currently, analysts believe the stock could deliver strong long-term returns if the company executes on its growth plans.

07/30/2026, 1:30 PM • The Motley Fool

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge

U.S. stock markets rebounded sharply on Thursday, with the Nasdaq Composite surging 2.6% to its best day since mid-June. Microsoft led the rally, jumping 16.4% after reporting $90 billion in quarterly revenue and 43% Azure cloud growth, proving that AI investments are generating real returns. While semiconductor stocks celebrated alongside Microsoft, Meta Platforms declined 9.2% after missing earnings expectations and reporting a 91% collapse in free cash flow, highlighting the contrast between profitable and unprofitable AI spending strategies.

07/30/2026, 1:26 PM • The Motley Fool

Here's Why Caterpillar Is a Buy Before Earnings

Caterpillar stock has declined 16.4% over the past month and is trading 22.3% below its 52-week high amid AI trade cooling. However, the article suggests this pullback presents a buying opportunity for long-term investors ahead of the company's Q2 earnings report on August 4. The key growth driver is Caterpillar's energy and power segment, which grew 30% last year and is positioned to benefit from massive data center buildouts by hyperscalers planning to spend up to $700 billion on infrastructure this year.

07/30/2026, 9:05 AM • The Motley Fool

Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?

Nvidia is rapidly gaining market share in the server CPU market with its Grace and newly launched Vera processors, which claim significant performance advantages over Intel and AMD's x86-based chips. While Intel and AMD currently dominate with combined data center revenues around $50 billion annually, Nvidia is projected to capture $20 billion in Vera server CPU revenue this fiscal year alone. Analysts predict Arm-based CPUs could capture nearly 90% of the server CPU market by 2029, potentially threatening Intel and AMD's growth momentum.

07/30/2026, 8:23 AM • The Motley Fool

Is Microsoft a Buy After Its Latest Earnings Report?

Microsoft reported better-than-expected Q4 2026 earnings with revenue and operating income up 18% YoY to $90 billion and $40.6 billion respectively. Azure cloud services showed impressive 43% YoY revenue growth. The company maintained its $175 billion annual capex forecast unchanged, differentiating itself from competitors Alphabet and Meta who increased spending guidance, causing Microsoft shares to rise 8% in after-hours trading.

07/29/2026, 9:12 PM • The Motley Fool

Oklo vs. Plug Power: Which Utilities Stock Is a Better Buy in 2026?

The article compares two clean energy companies: Oklo, a pre-revenue nuclear developer with advanced small modular reactors and zero debt, versus Plug Power, an established hydrogen ecosystem provider generating $710M in revenue but burning significant cash. While Plug Power shows near-term progress toward profitability, Oklo is recommended for patient, long-term investors due to its more differentiated business model and momentum in advanced nuclear for AI data centers, despite being years away from commercial operations.

07/29/2026, 5:17 PM • The Motley Fool

Stock Market Today, July 29: Stocks Slide on Hawkish Fed and Increased Middle East Tensions

Major U.S. stock indices declined on July 29, 2026, as the Federal Reserve held rates steady but three officials voted for a hike, signaling a hawkish stance. Geopolitical tensions in the Middle East and a surprise Iran missile attack further pressured equities. The S&P 500 fell 1.52%, the Dow dropped 2.19%, and the Nasdaq declined 1.74%. Energy stocks gained on higher oil prices, while industrials and technology sectors suffered significant losses.

07/29/2026, 5:01 PM • The Motley Fool

Market Indexes Tumble on Geopolitical Tensions and Chip Stock Selloff

U.S. stock markets fell sharply on Wednesday amid renewed Middle East geopolitical tensions and ahead of the Federal Reserve's policy decision. The Dow dropped 1.7%, S&P 500 fell 1.0%, and Nasdaq declined 1.3%. Semiconductor stocks were hit hardest, with the sector extending a 10% weekly decline. Oil prices surged over 6% on Iran tensions, pressuring energy-dependent companies across sectors.

07/29/2026, 1:29 PM • The Motley Fool

Prediction: Meta Stock Will Pop After Q2 Earnings. 3 Reasons Why

Meta stock has fallen nine consecutive trading sessions but appears oversold ahead of Q2 earnings. The article identifies three bullish catalysts: strong advertising revenue growth (33% in Q1), an attractive valuation at 19x P/E (30% discount to S&P 500), and potential announcement of a new cloud computing business to monetize AI infrastructure spending.

07/29/2026, 11:34 AM • The Motley Fool

Prediction: AMD Stock Could Double by 2028. Here's Why

AMD is positioned to capture significant market share in AI accelerators with major contracts from Microsoft, Meta, OpenAI, and Anthropic providing multi-year revenue visibility. Wall Street projects AMD's revenue to grow from $50B in 2026 to over $100B by 2028, with EPS rising from $7.50 to $20. Even with P/E compression from current levels of 64 to 48-52, the stock could appreciate up to 101% by 2028.

07/29/2026, 6:28 AM • The Motley Fool