Only 2 "Magnificent Seven" Stocks Are Beating the Market This Year. What's Going On?

Despite the S&P 500 gaining 8% year-to-date, only Apple and Nvidia from the 'Magnificent Seven' tech stocks are outperforming the broader market. Investor concerns about high oil prices, massive AI capital expenditures, and elevated market valuations (CAPE ratio at 41) have pressured most mega-cap tech stocks. Apple's cautious AI approach and focus on iPhone sales, combined with Nvidia's dominance in AI chips (90% market share), have positioned them as safer bets during market volatility.

07/29/2026, 6:15 AM • The Motley Fool

Prediction: 3 Unstoppable Artificial Intelligence (AI) Stocks That Will Join the $2 Trillion Club by 2027 (Hint: Not SpaceX)

An analyst predicts that Broadcom, Micron, and Meta Platforms will each reach $2 trillion market valuations by 2027. Broadcom is positioned to cross $2 trillion by end of 2026 driven by custom AI chip demand with expected $100B+ AI semiconductor revenue in 2027. Micron, currently at $940B valuation, could double based on strong memory chip demand and projected 84% revenue growth. Meta, at $1.5T, is expected to surge as its advertising business benefits from AI tools and potential cloud computing expansion.

07/29/2026, 5:15 AM • The Motley Fool

Mark Zuckerberg's Meta Is in Early Talks to Lease $10 Billion of AI Compute to Anthropic, a Potential New Revenue Stream That Could Justify Its Massive AI Spending

Meta Platforms is in early talks with Anthropic to lease $10 billion of AI computing capacity over two years, potentially launching a cloud computing business. This deal could justify Meta's massive AI spending and serve as the first of many similar partnerships, turning cloud computing into a meaningful growth driver as AI infrastructure spending expands.

07/29/2026, 2:15 AM • The Motley Fool

Satya Nadella's Microsoft Needs Power. Joe Creed's Caterpillar Sells It.

As tech giants like Microsoft race to build AI data centers requiring massive power infrastructure, Caterpillar stands to benefit significantly as a key supplier of generators for backup and primary power. With a record $63 billion backlog and 22% Q1 sales growth, Cat appears well-positioned for growth. However, the stock has doubled in a year and trades at valuations well above historical averages, suggesting caution for new investors despite strong fundamentals.

07/28/2026, 9:15 PM • The Motley Fool

SpaceX Will Give Investors Big News on Aug. 4. Here's What a $10,000 Investment Could Be Worth on Aug. 5.

SpaceX will report Q2 earnings on Aug. 4, with Wall Street expecting $6.9 billion in revenue and a $0.28 loss per share. The stock has fallen 43% from its post-IPO highs. On Aug. 6, insider lockup restrictions expire, allowing up to 911.5 million shares to be sold, which could pressure the stock further. Analysts anticipate the stock may decline following the earnings report and insider selling.

07/28/2026, 5:35 AM • The Motley Fool

Oracle Stock Is Down 64% in 10 Months. Is This the Best Buying Opportunity in AI -- or a Falling Knife?

Oracle's stock has plummeted 64% from its September peak despite strong business fundamentals, including 21% revenue growth and a massive $638 billion backlog. However, the company has taken on nearly $130 billion in debt (300% debt-to-equity ratio) to build AI data centers, with roughly $300 billion of its backlog dependent on a single customer: OpenAI. OpenAI's severe unprofitability ($21 billion in losses against $13 billion in sales) and delayed IPO raise concerns about its ability to pay Oracle, making this a risky investment despite attractive valuations.

07/27/2026, 2:26 PM • The Motley Fool

Apple Is Barely Spending on AI While Its Rivals Pour In $700 Billion. Is That Discipline or Denial?

While Alphabet, Amazon, Microsoft, and Meta plan combined capital spending exceeding $700 billion in 2026 primarily for AI infrastructure, Apple spent only $12.7 billion in fiscal 2025. Apple's hybrid model relies on renting third-party cloud capacity rather than building its own data centers, allowing it to generate record free cash flow while maintaining accelerating revenue growth. The strategy's success depends on sustained access to affordable third-party computing capacity as AI becomes increasingly critical to device purchases.

07/27/2026, 1:14 PM • The Motley Fool

Is Meta Platforms' Stock a Buy Ahead of Its Q2 Earnings Report?

Meta Platforms prepares to report Q2 earnings on July 29 amid heavy AI infrastructure spending. The company is shifting focus from metaverse investments to AI and considering launching a cloud computing business to compete with hyperscalers. Investors are concerned about rising capex commitments, though Meta's stock trades at a discounted valuation. The article suggests waiting until after earnings to buy, as a post-report dip is expected.

07/27/2026, 12:31 PM • The Motley Fool

Could AMD Dethrone Nvidia?

AMD is gaining ground in the AI chip market with major partnerships including deals with Anthropic, Microsoft Azure, OpenAI, and Meta, plus securing workloads from Turing. However, Nvidia still dominates with 80% market share and $75B in quarterly data center revenue compared to AMD's 5-7% market share. The article suggests both companies can grow substantially in the estimated $200B AI accelerator market by 2026, with AMD stock up 158% YTD versus Nvidia's 12% gain.

07/27/2026, 12:25 PM • The Motley Fool

Kevin Warsh's Federal Reserve Just Issued an 11-Word Warning to Wall Street. Here's What History Says Comes Next.

The Federal Reserve under Kevin Warsh warned that prolonged above-target inflation could entrench inflation expectations, potentially triggering a wage-price spiral. Drawing parallels to the 1970s crisis that required Paul Volcker's painful 20% rate hikes, the article suggests the Fed may need to raise rates before year-end despite risks to the debt-fueled AI sector and stock market valuations.

07/27/2026, 10:15 AM • The Motley Fool

4 Stocks Worth Loading Up on Before Earnings Hit

The article recommends four stocks to buy before their upcoming earnings reports, highlighting potential catalysts that could drive stock price movements during earnings season. The video covers specific investment opportunities positioned ahead of earnings volatility.

07/27/2026, 7:30 AM • The Motley Fool

Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow

The article ranks the Magnificent Seven tech stocks (Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla) based on future cash flow projections rather than P/E ratios. Meta and Amazon emerge as the most attractive values, with Meta benefiting from AI-integrated advertising and Amazon's AWS cloud services showing strong growth potential. Tesla and Apple are deemed less attractive based on future cash flow metrics.

07/27/2026, 5:06 AM • The Motley Fool

How Lisa Su Has Positioned AMD to Be a Big AI Winner and Why the Stock Is a Buy

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

07/27/2026, 2:30 AM • The Motley Fool

Microsoft and Meta Platforms Are Negative in 2026. Here's My Favorite One to Buy Now.

Both Microsoft and Meta are down significantly in 2026 despite being major AI hyperscalers. Meta faces investor concerns about its massive AI spending without clear monetization or a breakthrough model, similar to its metaverse losses. Microsoft, however, is executing well with $37 billion in AI annual revenue run rate and a thriving cloud business. The analyst recommends Microsoft as the better buy due to its proven AI strategy, strong cloud segment, and attractive valuation relative to execution risk.

07/26/2026, 6:30 PM • The Motley Fool

Why CoreWeave Stock Fell 30% in Just 1 Month

CoreWeave's stock plummeted 30% in one month despite strong revenue growth ($2.1B in Q1 2026) and a massive $100B backlog. The decline stems from investor concerns about long-term profitability in a capital-intensive business, Meta's plans to lease AI infrastructure to external customers (threatening CoreWeave's competitive position), and unrealistic valuation expectations. While the core business remains sound, investors now demand proof of sustainable profitability rather than growth at any cost.

07/26/2026, 4:18 PM • The Motley Fool