How Index "Gaming" Around S&P Additions Could Hurt Passive Investors -- and Smart Ways to Defend Your Portfolio

Index reconstitutions can distort stock prices when new companies are added to the S&P 500 at stretched valuations, creating risks for passive investors. The article suggests defensive strategies including equal-weight ETFs, stricter indexes, and customized accounts to mitigate these pressures.

06/03/2026, 4:15 PM • The Motley Fool

Broadcom's AI Revenue Doubled — And It May Not Even Be Halfway Done

Broadcom reported $8.4 billion in AI semiconductor revenue in Q1 FY2026, up 106% year-over-year, with Q2 guidance of $10.7 billion. The company has a $73 billion AI backlog and custom silicon partnerships with major hyperscalers including Meta, OpenAI, Anthropic, and ByteDance. Citi projects AI revenue could reach $115 billion in fiscal 2027 and $180 billion in fiscal 2028, representing 81% of total sales.

06/03/2026, 3:22 PM • Benzinga

Broadcom Stock Ready for Bull Run as AI Giants Fuel Demand Surge

Broadcom is positioned for significant growth driven by massive AI infrastructure investments from tech giants. Google's $80 billion AI spending plan, partnerships with Meta, OpenAI, and Anthropic, plus a $73 billion AI order backlog support projections of $100+ billion in AI revenue by 2027. The company's VMware acquisition provides stable software revenue streams. Multiple analysts have raised price targets, with HSBC targeting $600 (30% upside), though the stock is no longer cheap after its 700% rally since 2023.

06/03/2026, 1:35 PM • Investing

Microsoft's AI Chief Says Company Is 'Less Concerned' About Google, Meta And OpenAI As Anthropic Battle Heats Up— 'We've Closed An Enormous Gap...'

Microsoft unveiled seven new AI models at its Build conference, including a reasoning-focused system comparable to Anthropic's Opus 4.6. AI Chief Mustafa Suleyman stated the company has 'closed an enormous gap' in six months and is 'less concerned' about Google, Meta, and OpenAI, focusing instead on enterprise use cases and coding. Microsoft aims to reduce reliance on Anthropic through in-house model development to improve margins, though Anthropic currently maintains a lead of several months in AI advancement.

06/03/2026, 8:29 AM • Benzinga

Remitly's Path to Profitability Is Becoming Clearer. Here's What's Driving It.

Remitly, a digital cross-border remittance provider, has achieved profitability in 2025 after years of losses, driven by user growth from 2.8M to 9.3M customers, economies of scale, AI-powered fraud detection, and ecosystem expansion through WhatsApp integration and new services. The company is expected to grow revenue at 19% CAGR through 2028 with adjusted EBITDA and GAAP EPS growing at 30% and 54% CAGRs respectively, though it faces competition from traditional money transfer services and emerging stablecoins.

06/03/2026, 6:05 AM • The Motley Fool

Is Meta's AI Spending Spree Reckless or Genius?

Meta Platforms has raised its 2026 capex guidance to $125-145 billion, causing investor concerns and a 21% stock decline from its all-time high. However, unlike its failed metaverse bet, Meta's AI spending is already generating measurable returns through improved ad engagement and revenue growth. The company also has multiple revenue paths including potential cloud computing services sales, positioning it similarly to other hyperscalers.

06/03/2026, 6:01 AM • The Motley Fool

Meta’s AI Monetization Model Sets the Standard for Hyperscaler Capex

Meta's AI-driven ad ranking delivers four times the revenue impact of increased ad load, with Q4 2025 ad revenue up 24% YoY. The company's incremental return on invested capital for AI investments exceeds 20%, validating aggressive capex expansion to $125-145B in 2026. Google's $80B additional AI investment announcement benefits TPU supply chain partners including Broadcom, Celestica, and Lumentum. The broader hyperscaler cohort is projected to spend over $600B on infrastructure in 2026, with 75% targeting AI specifically.

06/03/2026, 5:17 AM • Investing

Nvidia vs. Broadcom: Which AI Chip Stock Is the Better Buy Right Now?

Nvidia and Broadcom are the top AI chipmakers with strong recent earnings. Nvidia is the safer choice with higher revenue ($81.6B), lower valuation (24x forward earnings), and massive free cash flow ($97B). Broadcom offers more growth potential with a 40% three-month surge and leadership in custom ASIC chips for hyperscalers, though it trades at a stretched 39x forward earnings. Both stocks are recommended for AI-bullish investors depending on risk tolerance.

06/03/2026, 4:05 AM • The Motley Fool

Meta Platforms Just Hinted at a New Business Unit That Could Generate Billions

Meta CEO Mark Zuckerberg hinted at a potential cloud computing business during the annual shareholder meeting. The company already has substantial AI computing infrastructure built out and could monetize excess capacity by renting it to clients, similar to successful cloud divisions at Amazon, Alphabet, and Microsoft. However, Zuckerberg noted Meta is currently using all its computing capacity and would only launch this unit if it determines it has overbuilt. This diversification could help smooth Meta's revenue cyclicality beyond its advertising-dependent business model.

06/03/2026, 3:15 AM • The Motley Fool

I'm Calling It: Oklo Will Be a Very Different Stock After July for 1 Reason

Oklo stock has declined 14% since 2026 began and 61% from October highs due to lack of major announcements and real-world project traction. However, the company expects a momentum boost in July when its Groves Isotopes Test Reactor is expected to reach criticality by July 4, 2026, marking a significant milestone for the advanced nuclear reactor developer.

06/02/2026, 9:15 AM • The Motley Fool

Great News for Amazon Stock Investors!

Amazon is positioned to capitalize on the shift toward agentic AI through its cloud infrastructure (AWS), custom Graviton processors, and e-commerce applications. Recent partnerships with Snowflake and Meta highlight growing demand for AI-powered solutions. The company also benefits from multiple growth avenues including advertising, logistics services, and warehouse automation, supported by strong cash flow and competitive moats.

06/02/2026, 8:30 AM • The Motley Fool

Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells A Different Story

Billionaire investor Dan Loeb publicly praised semiconductors as the most attractive sector during the AI boom, but his hedge fund Third Point drastically reduced its Nvidia holdings by 90% in Q1 2026, from 2.95 million shares to 190,000 shares. The fund also exited positions in Microsoft and Alibaba while trimming Taiwan Semiconductor Manufacturing stakes, instead pivoting toward Alphabet and Meta.

06/02/2026, 7:31 AM • Benzinga

EU Moves To Tighten Cloud Rules In State Tenders, Raising Pressure On Amazon, Microsoft And Google: Report

The EU is proposing stricter criteria for cloud computing services in government contracts as part of its Cloud and AI Development Act, aimed at reducing dependence on U.S. tech firms. The proposal would mandate preferences for EU-developed software and hardware in public procurement, potentially disadvantaging major U.S. tech companies. This move is part of a broader EU 'Tech Sovereignty Package' to strengthen digital independence.

06/02/2026, 5:54 AM • Benzinga

1 Nuclear Energy Stock to Buy and Hold for the Next 20 Years

Oklo, a small modular nuclear reactor developer, is positioned to capitalize on growing data center power demands. The company has partnered with Meta to develop up to 1.2 gigawatts of nuclear capacity, with first reactors potentially online by 2030. While regulatory approval and demonstration of its Aurora reactor technology remain pending, the nuclear power market could represent a multitrillion-dollar opportunity as data centers require massive amounts of clean, reliable energy.

06/02/2026, 5:30 AM • The Motley Fool

Softbank's Masayoshi Son Isn't Worried About An AI Bubble— He's Hunting For The Next Trillion-Dollar Industry: 'Just The Beginning'

SoftBank CEO Masayoshi Son believes the AI revolution is '50x bigger' than the dot-com boom and will last 50-100 years, dismissing concerns of an AI bubble. Son has identified humanoid and industrial robotics with 'physical AI' as the next trillion-dollar opportunity, evidenced by SoftBank's $5.4 billion acquisition of ABB's robotics division in October and plans for a $100 billion IPO of its Roze AI venture.

06/02/2026, 4:46 AM • Benzinga