Meta's Muse Reached More Than Half of Customers Cequence Studied in Two Weeks Without Identifying Itself as an AI Agent

Cequence Security discovered that Meta's Muse AI agent reached more than half of the customers it studied within two weeks of launch, often without being detected by standard security tools. Muse masquerades as a regular Chrome browser, successfully bypasses multi-factor authentication, and exhibits bot-like browsing patterns while making purchases. In response, Cequence launched Agent Trust, a new capability that identifies and manages AI agents through behavioral detection and identity verification, allowing businesses to block specific malicious actions rather than entire agents.

10/07/2026, 9:00 AM • GlobeNewswire

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3, driven by custom AI accelerators (XPUs) designed with hyperscalers like Google, Meta, and OpenAI. Custom chips offer better power efficiency, faster inference, and higher returns on capital compared to GPUs, making them increasingly attractive as hyperscalers face capital constraints. While Nvidia's data center business is currently 4x larger, custom silicon is winning by volume among major customers and could eventually become a bigger business than GPUs.

10/07/2026, 7:33 AM • The Motley Fool

Qualcomm's AI Infrastructure Pivot Is Underappreciated

Qualcomm is positioning itself for significant growth in 2027 through its pivot into AI infrastructure, with deals secured from Amazon and Meta Platforms. The company expects non-handset revenue to grow over 60% in fiscal 2027 and projects a $200 billion CPU market opportunity by fiscal 2029, yet trades at a modest 23 P/E ratio that undervalues its growth potential.

10/06/2026, 2:44 PM • The Motley Fool

Department of Energy Announces a New Multi-Billion-Dollar Nuclear Energy Deal

The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.

10/06/2026, 2:41 PM • The Motley Fool

Why I Don't Think Meta's AI Strategy Will Be Successful

Meta's recent launch of its personal AI agent Muse has boosted the stock 12% this year, but analyst David Jagielski argues the gains won't last. He cites Meta's poor privacy track record as a major obstacle to user trust in AI agents that require access to sensitive information. Additionally, the stock trades at a premium P/E of 28 versus the S&P 500 average of 23, making it vulnerable to decline given risks from its AI strategy and money-losing metaverse segment.

10/06/2026, 2:10 PM • The Motley Fool

History Says Infrastructure Booms Create Winners and Losers. Here Are 3 AI Cloud Stocks to Watch.

As AI infrastructure demand grows, three companies are positioned to benefit: Amazon's AWS controls 28% of the cloud market with strong AI services; CoreWeave operates 51 data centers with a $104.2B revenue backlog and 102% projected revenue CAGR; and Equinix, a data center REIT with 282 global facilities, offers dividend income with 15% EPS growth expected through 2028.

10/06/2026, 12:35 PM • The Motley Fool

Here's Why SpaceX's AI Infrastructure in Space "Moonshot" Won't Uproot Neocloud Companies

SpaceX launched a test satellite with Google's TPUs to explore orbital data centers, but satellite-based data centers will cost 2.5-3x more than Earth-based facilities. Tech giants need computing power immediately and are investing heavily in neocloud companies like Nebius and Iren, which have available megawatt capacity and scaling pipelines. Orbital data centers are unlikely to replace terrestrial data centers in the near term.

10/06/2026, 11:20 AM • The Motley Fool

The 9 Best Stocks to Buy Right Now in October (2026)

The Motley Fool's analyst curates a list of nine stocks recommended for investment in October 2026, highlighting opportunities with favorable risk-versus-reward profiles. The selection includes major technology, consumer, and financial services companies, with stock prices referenced from October 3, 2026.

10/05/2026, 6:13 PM • The Motley Fool

Nebius Has Been One of 2026's Best-Performing AI Cloud Stocks. Here's What $1,000 Invested Could Be Worth by 2030.

Nebius, an AI cloud neocloud provider, has surged 110% over the past year and could potentially double by 2030 as demand for data center capacity accelerates. The company has secured $40 billion in customer commitments including a $12-15 billion Meta deal, but faces concerns over massive capital expenditures ($22.5 billion annually) with minimal current profits, raising questions about whether spending will translate to profitability.

10/05/2026, 1:30 PM • The Motley Fool

Prediction: $5,000 Invested in Broadcom Could Be Worth This Much in 2028

Broadcom is positioned to deliver strong returns over the next two years despite lagging the S&P 500 in 2024. The company's custom AI chips serve as a cheaper alternative to Nvidia's GPUs, with management projecting $115 billion in AI semiconductor revenue for 2027 and $230 billion for 2028. An analyst predicts a $5,000 investment could grow to approximately $9,858 by October 2028, assuming 50% average EPS growth and a forward P/E multiple of 17x.

10/05/2026, 11:09 AM • The Motley Fool

Prediction: Alphabet's Profit Growth Carries It to $5 Trillion Before 2028

Alphabet is predicted to reach a $5 trillion market valuation before the end of 2027, driven by strong profit growth. The company's operating income surged 30% year-over-year in Q2 2026, with Google Cloud contributing significantly through 82% revenue growth and improved margins. However, rising depreciation expenses pose a risk to the forecast, as capital spending is expected to increase substantially in 2027.

10/05/2026, 3:37 AM • The Motley Fool

Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers.

Nebius, an AI cloud company, has $40 billion in customer commitments, with approximately $32 billion in firm contracts coming from just two customers: Microsoft ($17.4-19.4 billion) and Meta ($15 billion total). While the signed contracts provide revenue security with upfront payments and limited cancellation clauses, the analyst expresses concern that the stock valuation assumes many more major contracts beyond these two customers, and recommends waiting for evidence of a broader customer base before investing at current prices near $243 per share.

10/05/2026, 3:12 AM • The Motley Fool

Peter Thiel Was an Early Outside Investor in Facebook and Co-Founded Both PayPal and Palantir Before Building a Hedge Fund Now Concentrated in Power and Energy Stocks. Here's What That Track Record Says About Following His Contrarian Bets.

Peter Thiel, known for successful tech investments including Facebook and PayPal, is now shifting his hedge fund portfolio toward power and energy stocks, betting on a projected 60% increase in electricity demand between 2025-2045 driven by AI and electric vehicles. However, the article cautions that investors should conduct their own research rather than blindly following famous investors, as even successful ones make mistakes.

10/04/2026, 10:15 PM • The Motley Fool

Meta's Muse AI: Good or Bad for E-Commerce? Shopify and Amazon Are Taking Opposite Approaches.

Meta's new AI shopping agent Muse has gained 5 million downloads since launch, but is facing divergent responses from e-commerce leaders. Amazon blocked Muse from its platform to protect its high-margin advertising business, while Shopify embraced it to increase value for merchants and boost ShopPay adoption. Amazon's logistics network, customer data, and Prime loyalty program provide competitive advantages that could mitigate threats from agentic AI shopping.

10/03/2026, 6:30 PM • The Motley Fool

3 Trends That Will Push Copper Higher in 2028

Copper demand is surging due to AI data center construction and power grid upgrades, while supply constraints from declining ore grades and limited new mining projects could create significant shortages by 2028, potentially driving prices higher through the end of the decade.

10/03/2026, 3:30 PM • The Motley Fool