Here's Why Qualcomm Is Still Overlooked vs. Nvidia and Intel

Qualcomm is overlooked by Wall Street despite a strategic transition from mobile chips to a diversified edge-to-cloud infrastructure leader. While handset business weakness pressures near-term results, the company expects non-handset revenue to reach $40 billion by fiscal 2029, with data center revenue alone projected to hit $15 billion. Recent deals with Meta and decades of low-power computing expertise position Qualcomm competitively, yet the stock trades at modest valuations compared to peers.

07/26/2026, 1:15 PM • The Motley Fool

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The AI infrastructure boom has created two competing groups: neocloud companies like CoreWeave and Nebius that build specialized GPU data centers, and tech hyperscalers like Microsoft, Amazon, Meta, and Alphabet. While neoclouds show explosive revenue growth, they're heavily leveraged with billions in debt and unclear profitability paths. Hyperscalers have complementary profitable businesses, stronger cash flows, and are developing custom chips to reduce GPU dependency, positioning them as the safer long-term investment.

07/26/2026, 12:15 PM • The Motley Fool

CoreWeave Stock Fell 11.4% on Friday. The Sell-Off Is About What It's Spending, Not What It's Selling.

CoreWeave's stock dropped 11.4% on Friday despite strong revenue growth of 112% YoY and a $99.4 billion backlog. The sell-off reflects investor concerns about the company's massive capital expenditure plans ($31-35 billion in 2026 vs. $6.2 billion in trailing revenue), rapidly rising debt ($24.9 billion), and surging interest expenses ($650-730 million expected in Q2 2026). Additionally, major customer Meta is building competing cloud capacity, adding competitive pressure.

07/25/2026, 5:07 PM • The Motley Fool

Ranking the Best "Magnificent Seven" Stocks to Buy Right Now

The Magnificent Seven tech stocks have pulled back to their cheapest valuations in over a decade. Alphabet tops the ranking as the best buy, combining AI momentum with reasonable valuation, followed by Nvidia and Microsoft. Tesla ranks last due to high speculation around its robotaxi future. All seven companies face risks from massive AI spending that could reshape valuations.

07/25/2026, 3:30 PM • The Motley Fool

The Crowd Is Dumping Oklo. Here's Why I'd Be Buying It Down 44%.

Oklo, a small modular nuclear reactor company, has seen its stock plummet over 75% from its October peak as investors remain skeptical about its long-term profitability. However, the author argues the stock is worth reconsidering, noting that Oklo only needs a few successful projects—such as its 1.2-gigawatt nuclear power campus deal with Meta in Ohio—to generate billions in recurring revenue as AI data centers and industrial sites face growing power demands.

07/25/2026, 1:05 PM • The Motley Fool

This ETF Is Down 7% From Its High. History Says Now Is a Smart Time to Invest.

The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains up 12.7% year-to-date. The article argues this pullback presents a buying opportunity, citing the ETF's strong long-term track record of ~14% annual returns since inception. With tech stocks comprising 68.5% of holdings, the author suggests investors may eventually rotate back to mega-cap tech companies for stability after recent outperformance in cyclical semiconductor and memory stocks.

07/25/2026, 11:30 AM • The Motley Fool

Should You Forget SpaceX Stock?

SpaceX stock has declined 15% from its June IPO price and over 30% from its post-IPO peak, following a pattern common to major tech IPOs. While historical data shows newly public companies with $100M+ annual revenue eventually match or beat the broad market, nearly two-thirds of such stocks remain in the red three years after IPO. The article suggests caution for investors considering entry or continued holding positions.

07/25/2026, 7:39 AM • The Motley Fool

Down 34% From Its Highs, Is Marvell Technology a Buy on the Dip?

Marvell Technology has declined 34% from its all-time high, prompting questions about whether it's a good buying opportunity. However, the article argues that Broadcom is a superior investment choice, offering higher growth projections (66-63% vs 41-45%), better client relationships with more aggressive AI chip orders, and lower valuation despite its larger size and stronger outlook.

07/25/2026, 2:30 AM • The Motley Fool

OpenAI's Sam Altman Is Betting Big on Nuclear -- Should You Follow Him Into Oklo?

Oklo, a nuclear energy startup backed by Sam Altman, has seen its stock plummet 75% from its 2025 peak despite bullish AI data center power demand. The company lacks regulatory approval for its reactor design, generates zero revenue, has negative free cash flow of $154 million annually, and trades at a $7.6 billion market cap with no operational power plants. Analysts recommend avoiding the stock despite the sharp decline, citing years or decades before potential profitability.

07/25/2026, 2:05 AM • The Motley Fool

Nvidia CEO Jensen Huang Just Posted For the First Time on X. Here's What He Said.

Nvidia CEO Jensen Huang made his first post on X to share a joint letter signed by 25 tech and AI companies urging lawmakers against overly restrictive AI regulation, particularly regarding open-weight models. The move reflects concerns that tight regulations could disadvantage U.S. companies as Chinese competitors release competitive open-weight AI models. The letter emphasizes the need for expanded compute access and avoiding premature restrictions that could drive innovation overseas.

07/24/2026, 2:28 PM • The Motley Fool

AI Watermarking Market Size to Surpass $5,040.94 Million by 2035, Fueled by AI Content Authentication and Copyright Protection Technologies | Research by SNS Insider

The global AI watermarking market is projected to grow from $520.50 million in 2025 to $5,040.94 million by 2035, with a CAGR of 25.49%. Growth is driven by increasing demand for AI content authentication, copyright protection, and regulatory compliance. Invisible watermarking leads the market with 61% share, while the copyright protection segment is expected to show the fastest growth. North America dominates with 37.70% market share, followed by Europe and Asia Pacific.

07/24/2026, 9:30 AM • GlobeNewswire

Some Investors Believe SK Hynix Could Be the Next Big AI Stock. History Says It's Not Time to Buy Shares Just Yet.

SK Hynix, a South Korean memory chip company, recently listed on Nasdaq and is benefiting from surging AI infrastructure demand with impressive 198% sales growth and 398% earnings growth. However, the article advises caution as SK Hynix's ADR shares are trading at an abnormal 35% premium compared to its South Korea-listed shares, well above historical norms of 2-4%, suggesting investors should wait until this premium normalizes before buying.

07/24/2026, 4:31 AM • The Motley Fool

Is Marvell Technology the New Nvidia?

While Marvell Technology has emerged as a strong AI investment candidate with major clients Amazon and Microsoft for custom AI chips, the article argues it may not be the better buy compared to Nvidia and Broadcom. Despite solid 41-45% expected revenue growth, Marvell trades at a premium valuation while Broadcom offers faster growth (66-63%) at lower valuations, and Nvidia has similar next-year growth prospects at less than half Marvell's price.

07/24/2026, 4:25 AM • The Motley Fool

David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.

Billionaire investor David Tepper's hedge fund Appaloosa Management holds a significant 5.12% stake in Vistra, an energy company positioned to benefit from AI data center power demands. Vistra supplies electricity to millions of customers and has secured major long-term power purchase agreements with tech companies like Meta. The company showed dramatic improvement with Q1 2026 net income of $1.03 billion compared to a $268 million loss in Q1 2025, though its stock has underperformed other AI-adjacent stocks.

07/24/2026, 2:05 AM • The Motley Fool

2 Hidden Businesses to Watch as AI Keeps Heating Up

Despite concerns that AI trends may be peaking, Taiwan Semiconductor's 68% year-over-year revenue growth in June and Meta's expansion of its Louisiana data center to $50+ billion demonstrate sustained momentum in AI infrastructure buildout. The podcast highlights two lesser-known companies positioned to benefit: Comfort Systems USA, which provides specialized cooling and electrical work for data centers, and Celestica, which assembles advanced chips into custom AI server racks.

07/23/2026, 9:07 PM • The Motley Fool