Why This Fund Dumped $35 Million of UiPath Even as Revenue Grew 17%

Capital Impact Advisors sold 2.75 million shares of UiPath worth $35.07 million in Q1 2026, reducing its stake to 1.95% of AUM. Despite the sale, UiPath showed strong operational progress with 17% revenue growth, 12% ARR growth, and achieved its first quarter of GAAP operating profitability. The stock remains down 10% over the past year, underperforming the S&P 500's 28% gain.

05/30/2026, 5:10 PM • The Motley Fool

1 AI Stock That Could Turn $500 per Month Into $1 Million

Nebius Group is positioned as a potential long-term AI infrastructure winner with 684% YoY revenue growth and multibillion-dollar commitments from Meta ($27B) and Microsoft ($17.4B). While achieving the $1M return target would require 18.4% annualized returns over 20 years, Nebius' strong demand visibility and Nvidia backing support its growth prospects, though significant capital spending ($20-25B in 2026) poses execution and dilution risks.

05/30/2026, 2:13 PM • The Motley Fool

Could Agentic AI Be Apple's Next Big Tailwind?

Apple is positioned to capitalize on the shift toward agentic AI, with Bank of America analysts projecting $15-30 billion in AI-related revenue by fiscal 2030. The company's 2 billion-device installed base, ecosystem strength, and history of successfully reinventing existing technologies give it significant advantages. iPhone 17's AI features are already driving strong growth, and Apple's services segment expansion could further boost profitability.

05/30/2026, 3:30 AM • The Motley Fool

The S&P Hit A Record While 8 Of 11 Sectors Fell

The S&P 500 reached a record high of 7,581 in May despite 8 of 11 sectors finishing lower, driven by narrow leadership in AI-related technology stocks. Dell surged 30% on $16.1B in quarterly AI server sales, while oil prices fell 19% on a 60-day Iran ceasefire. The market rally is concentrated in mega-cap tech and semiconductors, raising concerns about breadth and sustainability.

05/29/2026, 5:40 PM • Benzinga

Reddit’s Meta Forum Selloff Looks Overdone, but Not Irrelevant

Reddit stock recovered ~20% from May lows after Meta launched its competing Forum app, with the rally driven by strong Q1 2026 earnings showing 69% revenue growth and exceptional profitability metrics. While the Meta Forum threat initially spooked investors, analysts believe it's manageable given Reddit's unique pseudonymous culture and different user base. However, key risks remain: user growth deceleration, heavy dependence on Google search traffic, and uncertainty around AI data licensing renewals.

05/29/2026, 4:23 PM • Investing

Broadcom Stock Attracts A Billionaire Buyer As AI Momentum Accelerates

Hedge fund billionaire Daniel Loeb's Third Point LLC opened a new 50,000-share position in Broadcom during Q1 FY26, while reducing NVIDIA and Taiwan Semiconductor holdings. Broadcom beat earnings expectations with $19.31B in revenue and projects $22B for Q2, with AI chip revenue expected to exceed $100B in 2027. Multiple analysts raised price targets citing strong AI business momentum and secured supply chain through 2028.

05/29/2026, 12:52 PM • Benzinga

This Dirt Cheap "Magnificent Seven" Stock May Be a Once-in-a-Decade Buying Opportunity Right Now.

Meta Platforms is identified as the cheapest of the Magnificent Seven tech stocks, trading at 19x forward earnings. The company is heavily investing in AI across its social media platforms and advertising processes, and is launching new subscription plans for consumers and businesses. With over 3.5 billion daily users and a strong earnings track record, Meta may represent a significant buying opportunity as it begins to monetize its AI investments.

05/29/2026, 12:05 PM • The Motley Fool

Meta’s Manus Mess: Why China Blocked the Deal and What It Means

Meta's $2 billion acquisition of AI startup Manus has been blocked by the Chinese government, which claims jurisdiction over the Chinese-founded company despite its relocation to Singapore. China is preventing the deal to protect homegrown AI startups from falling into American hands. While Meta has other agentic AI initiatives in development, the blocked acquisition sets back its AI product roadmap. Manus founders are attempting to raise $1 billion to buy back their stakes from Meta.

05/29/2026, 10:41 AM • Investing

Meta Platforms Could Open Up a Massive New Revenue Stream

Meta CEO Mark Zuckerberg indicated that launching a cloud computing business is 'definitely on the table' for the company. While Meta's primary focus remains using its massive compute capacity for AI infrastructure and achieving superintelligence, the company has received multiple inquiries from outside companies for cloud services. Launching a cloud business could diversify Meta's advertising-dependent revenue model and capitalize on strong demand in the cloud computing market, where competitors like Amazon, Microsoft, and Alphabet generate significant high-margin revenue.

05/29/2026, 10:17 AM • The Motley Fool

Meta Announces Quarterly Cash Dividend

Meta Platforms announced a quarterly cash dividend of $0.525 per share for both Class A and Class B common stock, payable on June 25, 2026 to shareholders of record as of June 15, 2026.

05/28/2026, 5:56 PM • Benzinga

AMD’s AI Momentum Is Testing the Limits of Its Valuation

AMD stock surged 6% to near all-time highs, driven by strong AI infrastructure demand and data-center growth projections showing 44% current-year revenue growth accelerating to 53% next year. However, the stock trades at overbought technical levels (RSI 72.7) and faces emerging competitive threats from Nvidia's planned entry into the standalone server-CPU market, which could pressure AMD's most profitable EPYC franchise. While AMD's AI accelerators and strategic partnerships validate its position as Nvidia's primary challenger, valuation concerns and competitive pressures create tension between momentum and fundamentals.

05/28/2026, 1:11 PM • Investing

2 Top Tech Stocks to Buy Right Now

The article recommends Taiwan Semiconductor Manufacturing (TSMC) and Meta Platforms as two compelling tech stock picks. TSMC benefits from its near-monopoly in advanced AI chip manufacturing with strong profit growth, while Meta trades at an undervalued 18.9x forward earnings despite a solid core advertising business growing 33% year-over-year, though investor concerns about its elevated capex spending persist.

05/28/2026, 11:28 AM • The Motley Fool

NCPC Urges Rejection of Weak House Bill on Kids Online Safety

The National Crime Prevention Council opposes the House's Kids Internet and Digital Safety Act (H.R. 7757), arguing it strips states of child protection powers and lacks 'duty to care' provisions found in the Senate version. The NCPC criticizes the bill as a 'fig leaf' benefiting social media companies, noting over 40 states are suing Meta, Snapchat, Google, and TikTok for harms including fake drug sales and mental health damage.

05/28/2026, 10:00 AM • GlobeNewswire

Trump Ally Laura Loomer Questions Nvidia CEO Jensen Huang's Chinese University Ties, Writes To Pentagon, Says It's A 'Massive Scandal'

Trump ally Laura Loomer has raised concerns about Nvidia CEO Jensen Huang's access to the White House through the President's Council of Advisors on Science and Technology (PCAST) while simultaneously joining the advisory board of Tsinghua University, a Chinese university with embedded Communist Party governance. Loomer claims to have reported this to the Pentagon, calling it a 'massive scandal.' Huang has previously acknowledged that Nvidia has largely conceded the Chinese AI chip market due to export controls.

05/28/2026, 9:18 AM • Benzinga

AMD: Strong AI Sales, But the Win Is Already Priced In

AMD delivered strong Q1 2026 results with 38% YoY revenue growth and record free cash flow, driven by booming Data Center segment revenues up 57% YoY. However, the stock at $430 trades at a 78x forward P/E and 35x future free cash flow multiple, requiring simultaneous execution on multiple fronts: sustained 35%+ Data Center growth, 55%+ gross margins, successful MI450 GPU ramp, and no further China headwinds. While the company's transformation is real, much of the progress is already priced into the valuation.

05/28/2026, 8:32 AM • Investing