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

Better Stock for Passive Income: Enbridge with Its 70+ Years of Payouts or Energy Transfer with Its 6.6% Yield?

Enbridge and Energy Transfer both offer dividend yields above 5%, but the article recommends Enbridge for passive income investors despite Energy Transfer's higher 6.6% yield. Enbridge's 70+ years of consistent dividend payments and 31 consecutive years of dividend increases make it more reliable for long-term passive income, even though it yields 5%.

07/23/2026, 7:05 PM • The Motley Fool

Mark Zuckerberg's Meta Is Expected to Report $60 Billion in Q2 Revenue on July 29. The Stock Has Recovered From a 20% Drawdown to Within 5% of Flat for the Year.

Meta is set to report Q2 earnings on July 29 with expected $60 billion in revenue. While the advertising business remains strong, investors should focus on whether Zuckerberg's massive $125-145 billion 2026 capital spending plan for AI data centers is paying off. Meta is exploring becoming a cloud infrastructure provider by renting computing power to external customers like Anthropic, potentially creating a second revenue engine alongside its advertising business.

07/23/2026, 2:32 PM • The Motley Fool

Alphabet Just Tied Amazon’s $200 Billion Capex Guidance. Could Amazon Raise the Bar Even Higher on July 30?

Alphabet increased its 2026 capex guidance to $195-205 billion (from $180-190 billion), joining Amazon in the $200 billion spending club, though the stock fell 6% following the announcement. The article analyzes whether Amazon will similarly raise its capex guidance on July 30 earnings and discusses investor concerns about whether big tech companies can realize profits from massive AI infrastructure investments.

07/23/2026, 1:36 PM • The Motley Fool

My 3 Favorite AI Stocks to Buy Right Now

The article highlights three AI stocks positioned to benefit from the growing AI infrastructure boom: Taiwan Semiconductor Manufacturing (TSMC), which is investing $100 billion in Arizona facilities for advanced chip production; Micron Technology, which saw net income surge 1,400% with strong DRAM demand from data centers; and Nebius Group, an AI cloud services company backed by Nvidia with $2 billion in investment and major partnerships with Meta.

07/23/2026, 1:23 PM • The Motley Fool

CrowdStrike Just Became Wall Street's Newest Stock-Split Stock, but Something More "Magnificent" May Be Next

CrowdStrike completed a 4-for-1 stock split in July 2026, driven by strong AI-powered cybersecurity performance and high customer retention. The article suggests Meta Platforms, the only Magnificent Seven member without a stock split, is the next logical candidate for a split given its rising share price, strong operational trajectory powered by AI integration, and potential benefits for retail investor accessibility and Dow Jones inclusion.

07/23/2026, 7:06 AM • The Motley Fool

Should You Buy Amazon and Meta Platforms Stocks Before July 29?

The article recommends buying Amazon and Meta stocks ahead of their earnings reports on July 29-30. Amazon is expected to show accelerating AWS cloud revenue growth driven by AI infrastructure investments and strong e-commerce profitability from robotics and AI efficiency gains. Meta is shifting its AI narrative positively with cloud computing partnerships, custom chips, and improved ad performance, trading at attractive valuations compared to peers.

07/23/2026, 3:15 AM • The Motley Fool

Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There's Likely More to Come

Arista Networks stock surged 29.6% in the first half of 2026, outpacing the S&P 500's 10% gain. The company delivered strong quarterly results with record revenues and accelerating growth driven by AI adoption. Management raised full-year guidance twice in consecutive quarters, projecting 28% revenue growth to $11.5 billion. With 97% analyst buy ratings and expectations to add major new customers, the company is positioned for continued growth.

07/23/2026, 3:02 AM • The Motley Fool

Alphabet Just Delivered 82% Cloud Growth. Why It Wasn't Enough

Alphabet reported strong Q2 earnings with 82% Google Cloud revenue growth to $24.8B and overall revenue up 24% to $119.8B. However, the stock fell after-hours as investors focused on the company's massive capital expenditure increase of $15B to $195-205B annually. Alphabet reported negative free cash flow of $5.8B for the first time as a public company, with expectations for continued negative FCF due to AI infrastructure spending.

07/22/2026, 8:17 PM • The Motley Fool

Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

07/22/2026, 3:30 PM • The Motley Fool

Mark Zuckerberg's Meta Is in Talks for a $10 Billion Anthropic Deal That Would Make Meta the Fourth Major Cloud Provider. Meta Stock Reports Q2 Earnings on July 29.

Meta is in talks for a $10 billion deal with Anthropic to lease cloud computing capacity, potentially positioning itself as a fourth major cloud provider. The company plans to spend $125-145 billion on capex in 2026 for AI development. Meta trades at a P/E ratio of 23 (lowest among Magnificent Seven stocks) with 33% YoY revenue growth, but investors remain uncertain about long-term growth prospects beyond digital advertising, which accounts for 98% of revenue.

07/22/2026, 12:26 PM • The Motley Fool

Stock Market Midday, July 22: Markets Brace for Alphabet Earnings as Hyperscaler's AI Debt Comes Into Focus

Markets showed mixed performance on July 22, 2026, with tech stocks under pressure amid concerns about massive AI infrastructure spending. Oil prices surged above $86/barrel due to Middle East tensions, fueling inflation worries. Goldman Sachs highlighted $489 billion in AI-related debt issuance this year, with hyperscalers accounting for 40%. Investors await Alphabet and Tesla earnings after hours to assess whether intensive AI spending is translating to revenue growth.

07/22/2026, 12:19 PM • The Motley Fool

My 2 Favorite Discount "Magnificent Seven" Stocks to Buy Now

The article highlights Nvidia and Microsoft as attractive discount opportunities among the "Magnificent Seven" tech stocks. Nvidia dominates the AI chip market with strong revenue growth and high profitability, while Microsoft benefits from AI integration into its software suite and cloud business. Both stocks are trading at lower valuations after recent momentum loss, presenting buying opportunities as the long-term AI story remains intact.

07/22/2026, 12:10 PM • The Motley Fool

Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News

AMD has secured Microsoft as a major customer for its Helios rack-scale server platform, with deployment beginning in the second half of 2026. This partnership, following Meta's earlier adoption, positions AMD to capture significant share in the rapidly growing AI server market expected to reach $838 billion by 2030. The news could drive stronger-than-expected Q2 earnings results on Aug. 4.

07/22/2026, 10:33 AM • The Motley Fool

If Mark Zuckerberg Says These Words on July 29, Meta Platforms' Stock Could Skyrocket

Meta Platforms is expected to announce a cloud computing business during its Q2 earnings on July 29. If CEO Mark Zuckerberg confirms the launch, the stock could surge as it would justify the company's massive AI infrastructure spending and create a lucrative new revenue stream. However, if the announcement doesn't happen, the stock could sell off as the market has already priced in this expectation.

07/22/2026, 6:05 AM • The Motley Fool