Michael Burry Buys Put Options on Nvidia, Micron, and Palantir as "The Big Short" Investor Predicts a 1987-Style Market Crash

Michael Burry, famous for predicting the 2008 housing crisis, is now betting against AI stocks by purchasing put options on Nvidia, Micron, and Palantir. He warns of an impending 1987-style market crash driven by AI euphoria and unsustainable leverage. However, the article argues that unlike the dot-com bubble, these companies have real revenue and profitability, and Burry's bearish track record since 2008 suggests caution in following his predictions.

09/30/2026, 1:30 PM • The Motley Fool

Hims & Hers Health (HIMS) Investors with Substantial Losses Have Opportunity to Lead Hims & Hers Class Action Lawsuit—HBSS

Hims & Hers Health (HIMS) faces a securities class action lawsuit following an FTC complaint alleging the company shared consumers' health data with third-party advertisers like Meta and Snap, charged for prescriptions before medical consultations, and violated ROSCA regulations. The stock dropped 14.7% on July 29, 2026, erasing over $970 million in market value. Investors with substantial losses are encouraged to participate in the class action.

09/30/2026, 10:59 AM • GlobeNewswire

I've Changed My Mind on Nebius Stock. The AI Supercycle Has Room for More Than Just Hyperscalers.

Nebius Group is positioning itself as a key AI infrastructure provider beyond hyperscalers, signing major contracts including a $27 billion potential deal with Meta and a $2 billion investment from Nvidia. The company is expanding capacity in the U.S. and U.K., and shifting focus toward inference, agentic AI, and enterprise applications as the AI supercycle evolves.

09/30/2026, 10:16 AM • The Motley Fool

Meta's Stock Has Rocketed Over 30% in the Past Month. Here's How the Embattled "Magnificent Seven" Company Completely Flipped the Script

Meta's stock surged nearly 32% over the past month, driven by strong investor reception to its new personal AI agent, Muse, which became the top free app on Apple's App Store. Despite earlier pressures from high AI capital expenditures and an $18 billion settlement over teen safety concerns, the successful launch of Muse has shifted investor sentiment, with JPMorgan Chase raising its price target to $920 per share.

09/30/2026, 9:27 AM • The Motley Fool

AI Stocks Are Creating a Sneaky Risk for S&P 500 Investors, and History Is Flashing a Warning Signal

The S&P 500's top 10 stocks now account for 39% of the index's value, with nearly all heavily focused on AI development. This concentration mirrors the dot-com bubble of 2000, raising concerns about market vulnerability. While AI companies have spent over $300 billion on data centers, Goldman Sachs warns they need $1 trillion in annual AI revenue for healthy profits. Despite historical parallels and elevated valuations, long-term investors are advised to stay invested as the market has recovered from past downturns.

09/30/2026, 8:30 AM • The Motley Fool

Meta Platforms Is Up Nearly 25% in September. Does It Have Room to Rise Further?

Meta Platforms surged nearly 25% in September following the launch of Muse, a personal AI agent product. The stock moved from a cheap 18x forward earnings valuation to 23x, which is more typical for companies of its caliber. While Muse is free to use, Meta plans to monetize it through paid subscriptions with usage limits. The key question for investors is whether Muse adoption will justify the stock's gains, with Q3 earnings in late October expected to provide crucial insights.

09/30/2026, 7:22 AM • The Motley Fool

Most Beginning Investors Ignore Market Cap. That's a Costly Mistake.

Beginning investors often mistake share price for a stock's true size and value, but market capitalization is the key metric to assess a company's scale and long-term potential. While market cap alone isn't sufficient for investment decisions, it provides crucial context when combined with valuation metrics like P/E and EV/EBITDA ratios. Smaller market cap stocks theoretically offer greater appreciation potential but come with higher volatility.

09/30/2026, 5:15 AM • The Motley Fool

These 2 Numbers Explain Why Warren Buffett and Bill Ackman Love Alphabet, Amazon, Microsoft, and Meta

Warren Buffett and Bill Ackman are investing heavily in AI hyperscalers based on two key metrics: return on invested capital (ROIC) and weighted average cost of capital (WACC). Hyperscalers are expected to generate ROIC above 24% while their WACC sits around 8%, creating significant upside potential. Despite near-term negative free cash flow from massive AI infrastructure spending, analysts project these companies could generate over $500 billion in combined free cash flow by 2030, making current valuations attractive.

09/29/2026, 1:32 PM • The Motley Fool

If I Had Only $500 per Month to Invest, These Are the 2 ETFs I'd Buy

The article recommends two ETFs for monthly investment of $500: the VanEck Semiconductor ETF (SMH), which has benefited from the AI boom with 89% returns over the past year and is expected to continue growing due to massive capex spending from hyperscalers; and the Avantis U.S. Small Cap Value ETF (AVUV), which trades at attractive valuations and is positioned to benefit from accelerating small-cap earnings growth expected around 20% in 2026.

09/29/2026, 7:30 AM • The Motley Fool

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

While Broadcom and AMD are not serious threats to Nvidia's GPU dominance in AI data centers, Nvidia's largest customers—Amazon, Microsoft, and Meta—pose a significant risk by developing their own custom AI chips. As these hyperscalers ramp up internal chip production, they reduce their reliance on Nvidia hardware, shrinking Nvidia's addressable market and eroding its pricing power as supply shortages diminish.

09/29/2026, 5:06 AM • The Motley Fool

Stock-Split Watch: Is Meta Platforms Next?

Meta Platforms' stock surged nearly 30% in September following the launch of its Muse AI assistant, reaching a 52-week high of $779.82. As the only Magnificent Seven member without a conventional stock split, the sharp rise has renewed speculation about a potential split. While fractional shares have reduced traditional split rationale, options contracts tied to 100-share lots could make a split more relevant. CFO Susan Li previously stated the company had no present plans for a split but would monitor market conditions, leaving the door open for reassessment.

09/29/2026, 1:13 AM • The Motley Fool

Innodata vs. SoundHound AI: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI-focused technology stocks: Innodata, which provides data engineering services for large language models with 47.6% revenue growth and profitability, versus SoundHound AI, which offers conversational AI platforms with 99.4% revenue growth but ongoing losses and negative cash flow. Despite Innodata's stronger financial metrics and lower valuation, the author recommends SoundHound AI as the better long-term buy due to its massive addressable market, recent LivePerson acquisition, and potential path to profitability, though acknowledging it carries higher risk.

09/28/2026, 4:27 PM • The Motley Fool

Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse

Broadcom is emerging as a major AI chip competitor through its custom silicon business, with AI revenue expected to reach $58 billion in fiscal 2026 and $230 billion by fiscal 2028. The company's custom ASICs reduce inference costs by 40-60% compared to GPUs, attracting major hyperscalers like Google, Meta, OpenAI, and Anthropic. Trading at a lower valuation multiple (19x forward earnings) than Nvidia (25x) and AMD (39x), Broadcom offers an attractive growth-and-value investment opportunity in the AI semiconductor space.

09/28/2026, 4:11 PM • The Motley Fool

Broadcom vs. Marvell Technology: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares Broadcom and Marvell Technology as AI semiconductor investments. Broadcom, a diversified titan with $63.9B in revenue and strong partnerships with major tech companies, is recommended as the better buy due to locked-in multi-year AI revenue commitments providing visibility. Marvell, growing faster at 42.1% revenue growth but with higher valuation multiples and customer concentration risk, is also positioned well but lacks Broadcom's forward revenue certainty.

09/28/2026, 4:09 PM • The Motley Fool

Black Unicorn Digital Solutions Crosses 450 D2C Brands Scaled, Moves to Founder-Led Model as Ad Platforms Automate Media Buying

Black Unicorn Digital Solutions, a performance marketing firm, has scaled over 450 D2C and ecommerce brands in 12 years and is transitioning to a founder-led model where the founder works directly on every client account. The shift reflects industry changes as Meta and Google's automated ad platforms now handle traditional media buying tasks, making strategic creativity and profit-focused analytics the key differentiators agencies must provide.

09/28/2026, 12:45 PM • GlobeNewswire