The S&P 500 Is Not Enough: My 3-Stock Starter Portfolio for New Investors

The article recommends Amazon, Meta Platforms, and Alphabet as a three-stock starter portfolio for new investors seeking above-average returns beyond S&P 500 index funds. All three tech giants demonstrated strong revenue growth in Q2 2026 (20%+ year-over-year) and are investing heavily in AI and cloud infrastructure to sustain outperformance.

10/03/2026, 1:15 PM • The Motley Fool

This Stock Posted the Best Performance in the “Magnificent Seven” in September. (Hint: It’s Not Nvidia.)

Meta Platforms surged 26% in September, the best performer among the Magnificent Seven stocks. The rally was driven by the launch of its Muse AI agent, which achieved 730,000 downloads in five days and briefly became the No. 1 iOS free app in the U.S., surpassing ChatGPT. While the stock's valuation has increased to 23x forward earnings, analysts view it as a reasonable buy given Meta's established advertising business and progress in AI monetization.

10/03/2026, 9:10 AM • The Motley Fool

Breakfast News: The 20-Year Stock Challenge

Motley Fool analysts present their favorite long-term 'Inevitable' stocks—companies with durable competitive advantages suitable for 20-year holds. Four picks are featured: AerCap (aircraft leasing scale advantage), Microsoft (diversified services and AI leadership), Alphabet (AI integration in search and cloud growth), and Palantir (irreplaceable operational data platform). Part 2 coming later this month.

10/03/2026, 7:30 AM • The Motley Fool

Meta Platforms Stock Rose 25% in September. Is It Still a Buy in October?

Meta Platforms surged 25% in September following the launch of Meta Muse, an AI agent designed for everyday consumer use with a freemium subscription model. The product addresses previous investor concerns about Meta's massive AI infrastructure spending without clear monetization. While the stock has moved from undervalued to normal valuation ranges, analysts expect modest October performance pending Q3 earnings results, though long-term prospects appear brighter if Muse gains widespread adoption.

10/03/2026, 1:27 AM • The Motley Fool

Why AMD Stock Jumped 30% in September

AMD stock surged 30% in September driven by strong CPU demand following Meta's launch of its Muse AI agent, which became the most downloaded app within a month. AMD also announced an $8.2 billion acquisition of World Labs to strengthen its AI hardware and software capabilities. Wall Street analysts upgraded the stock citing increased AI compute demand and CPU market expansion.

10/02/2026, 8:30 PM • The Motley Fool

Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle.

AMD and Broadcom are positioned to lead the next wave of AI infrastructure development. AMD is targeting inference, agentic AI, and physical AI markets through strategic partnerships and acquisitions, while also dominating the data center CPU market. Broadcom leads in custom ASIC chip design and data center networking, with management forecasting its custom chip business revenue will double to $115 billion next fiscal year and double again to $230 billion the following year.

10/02/2026, 12:43 PM • The Motley Fool

Marvell's Custom AI Silicon Deals With Hyperscalers Could Redefine Its Growth Story

Marvell Technology raised its fiscal 2028 revenue outlook to $18 billion with custom silicon expected to more than double. A major deal with Google worth $120 billion in cumulative revenue over six years, spanning accelerators and controllers, could significantly extend the company's growth runway as hyperscalers invest heavily in custom AI chips for data centers.

10/02/2026, 7:15 AM • The Motley Fool

1 MONTH INVESTOR DEADLINE: Hims & Hers Health, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit before November 2, 2026 Deadline, Robbins Geller Rudman & Dowd LLP Announces - HIMS

Robbins Geller Rudman & Dowd LLP announced a class action lawsuit against Hims & Hers Health, Inc. following FTC allegations that the telehealth provider shared consumers' sensitive health information with third-party advertising platforms including Meta and Snap, and engaged in deceptive billing practices. The lawsuit covers securities purchased between August 4, 2025 and July 29, 2026, with a lead plaintiff deadline of November 2, 2026. Hims & Hers shares declined nearly 15% following the FTC announcement.

10/02/2026, 6:50 AM • GlobeNewswire

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

The article ranks the Magnificent Seven tech stocks by projected cash flow per share for 2027, identifying Amazon and Meta as the most attractive bargains with valuations of 10.91x and 11.84x respectively, while Tesla and Apple are deemed expensive at 80.2x and 30.48x. Amazon benefits from AWS's high-margin cloud services and AI integration, while Meta's AI assistant Muse and massive user base of 3.6 billion daily active users provide growth catalysts.

10/02/2026, 5:06 AM • The Motley Fool

Tesla Is the Only Magnificent Seven Stock in the Red for 2026

Tesla is the only Magnificent Seven stock declining in 2026, down 23% despite strong sales growth of 26% year-over-year. The problem lies in profitability: operating income dropped 57% with margins shrinking to just 1.4%, while the company spends over $25 billion on AI and robotaxi initiatives that haven't yet generated measurable returns. With a P/E ratio around 155, Tesla's valuation appears disconnected from its current financial performance compared to peers.

10/01/2026, 10:37 PM • The Motley Fool

Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

10/01/2026, 3:08 PM • The Motley Fool

4 Reasons to Buy Meta Platforms Stock

Meta Platforms has rebounded 27% over the past four weeks after months of underperformance. The article highlights four reasons to invest: (1) Muse, its personalized AI agent, became an instant hit with 730,000 downloads in five days and offers monetization opportunities; (2) Meta Enterprise Platform launches AI tools for businesses, leveraging existing relationships; (3) Meta settled major lawsuits for approximately $18 billion annually over a decade, reducing legal risk; (4) The stock trades at 22.1x forward earnings, only slightly above the tech sector average, suggesting reasonable valuation despite recent gains.

10/01/2026, 11:25 AM • The Motley Fool

Prediction: Meta Stock's Rebound Will Continue as Its AI Infrastructure Spending Starts Paying Off in New Revenue Streams

Meta's stock has rebounded strongly following the launch of its Muse AI agents, which can perform multistep tasks for users. The company plans to monetize these agents through subscription tiers, transaction processing fees, and affiliate commissions. With early adoption showing 1.8 million downloads in 12 days and strong core advertising business growth, analysts believe Meta's AI investments are beginning to pay off, positioning it as a potential major AI stock with attractive valuation at 21x 2027 earnings.

10/01/2026, 7:24 AM • The Motley Fool

Amazon Stock Pays $0 in Dividends. Here's Why Long-Term Investors Should Own It Anyway.

Amazon continues to forgo dividend payments despite reaching maturity, instead investing heavily in AI infrastructure and data centers ($220 billion in 2026). The article argues this strategy benefits long-term investors through tax-efficient capital appreciation and strong growth, particularly in AWS which grew 33% and generates 60% of operating income. The company's 251,000% lifetime return demonstrates the effectiveness of reinvesting capital rather than paying dividends.

10/01/2026, 2:30 AM • The Motley Fool

Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying.

Oracle's cloud infrastructure business is booming with 121% revenue growth and a $664 billion backlog, but the company faces significant financial risks. Its $95 billion annual capex spending far exceeds its negative free cash flow of -$5.4 billion, forcing the company to rely heavily on debt ($125 billion) and lease commitments ($288 billion). Unlike other tech megacaps, Oracle's precarious financial position makes it vulnerable if the AI boom slows.

09/30/2026, 2:12 PM • The Motley Fool