Is the Worst Over for The Trade Desk?

The Trade Desk faces a challenging transition as growth slows from 25% to 12% year-over-year, with guidance suggesting further deceleration to 8%. While the company maintains strong customer retention above 95% and profitability, investor sentiment has shifted due to competition from closed ecosystems like Amazon, Google, and Meta that offer simplicity. The company must prove its AI platform (Kokai) and connected TV strategy can sustain growth in a tougher advertising landscape.

05/28/2026, 8:15 AM • The Motley Fool

Meta Rallies as Subscription Plans Put AI Profitability in Focus

Meta stock rallies 3.74% following announcements of new subscription plans for Facebook, Instagram, WhatsApp, and Meta AI. The subscription model addresses investor concerns about whether the company's massive AI capital expenditure ($125-145B in 2026) can translate into profitability. Meta's Q1 showed $56.31B revenue with strong ad metrics but high capex of $19.84B, creating pressure on free cash flow. The recurring revenue from subscriptions provides a new growth avenue beyond advertising.

05/28/2026, 6:30 AM • Investing

Why Nebius Stock Has Skyrocketed by More Than 400% Over the Past 12 Months

Nebius Group, a data center infrastructure company, has surged over 400% in the past year as investors recognize its critical role in AI infrastructure. The company's impressive Q1 results—684% revenue growth to $399M and 841% AI cloud business growth—along with projections of $7-9B annual recurring revenue by end of 2026 have driven the rally. While the company benefits from massive AI infrastructure demand and strategic partnerships with Meta and Nvidia, significant competition and capital intensity present risks.

05/28/2026, 6:13 AM • The Motley Fool

Mark Zuckerberg Drops Hints Cloud Wars With Amazon And Microsoft Is 'Definitely On The Table' For Meta— 'We Haven't Done That Yet Because…'

Meta CEO Mark Zuckerberg suggested the company might enter the public cloud computing market if it overbuilds data center capacity. While competing with AWS, Azure, and Google Cloud is 'definitely on the table,' Meta currently lacks clear AI monetization strategies. The company raised its 2026 AI capex forecast to $125-145 billion, but faces public backlash over environmental concerns from data center projects.

05/28/2026, 6:10 AM • Benzinga

Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia

Berkshire Hathaway's new CEO Greg Abel has tripled the company's stake in Alphabet to nearly 7% of its $332 billion portfolio. Alphabet's custom AI accelerator chips (TPUs) are positioning the company as a competitive threat to Nvidia's dominant GPU market. While TPUs show promise with major deals from Anthropic and Meta, Nvidia's superior software ecosystem and general-purpose design still give it significant advantages. Wall Street analysts estimate TPUs could capture 20% of the AI accelerator market, though Nvidia would remain dominant.

05/28/2026, 5:12 AM • The Motley Fool

Surprise! This AI Giant That's Climbed 1,200% Over 5 Years is Now the Second Cheapest of the Magnificent Seven

Nvidia, despite a 1,200% gain over five years, now trades at the second-lowest valuation among the Magnificent Seven tech stocks at 24x forward earnings. The article argues this presents a buying opportunity as the company prepares for the next phase of AI growth with its Vera Rubin platform launching in Q3, which will serve the emerging agentic AI era.

05/27/2026, 6:10 PM • The Motley Fool

4 Brilliant Artificial Intelligence Stocks That 1 Billionaire Just Bought

Billionaire Chase Coleman's Tiger Global Management recently increased positions in four AI stocks: Nvidia, Taiwan Semiconductor, Meta Platforms, and Broadcom. The article highlights why each company is well-positioned for AI growth, citing strong revenue growth, reasonable valuations, and significant future potential in AI infrastructure and custom chip development.

05/27/2026, 5:32 PM • The Motley Fool

Could Micron Technology Stock Hit More Than $1,600?

Micron Technology reached a $1 trillion market cap after UBS analyst Timothy Arcuri set a $1,625 price target, citing the stock's modest 9x P/E ratio. However, the consensus price target is only $570, suggesting potential 38% downside risk. While the stock has surged 880% over the past year on AI-driven demand, analysts caution that Micron's historically volatile memory business may not sustain current growth levels, making it risky at current valuations.

05/27/2026, 1:30 PM • The Motley Fool

NuScale Power vs. Oklo: Which Nuclear Stock Is a Better Buy in 2026?

The article compares two nuclear energy stocks—NuScale Power and Oklo—both positioned to benefit from AI data center energy demand and government backing for nuclear expansion. While NuScale holds regulatory approval for its small modular reactor design, Oklo is recommended as the better buy due to stronger partnerships with the DOE and Nvidia, operational progress toward criticality, and a larger cash balance of $2 billion.

05/27/2026, 11:26 AM • The Motley Fool

Record Profits, Not Hype: Goldman Says Nvidia And Micron Take The S&P 500 To 8,000

Goldman Sachs raised its S&P 500 year-end target from 7,600 to 8,000, citing exceptionally strong Q1 earnings driven by AI infrastructure spending. The bank expects S&P 500 EPS to grow 24% in 2026 and 13% in 2027, with semiconductor stocks and hyperscalers accounting for roughly half of earnings growth. However, Goldman flagged risks including potential oil shocks and the need for AI spending to translate into sustainable productivity gains.

05/27/2026, 9:06 AM • Benzinga

Forget SpaceX's IPO Day! Its Shares Can Skyrocket on July 7 -- but Retail Investors Would be Wise to Avoid This Potential Trap.

SpaceX is set to debut on Nasdaq on June 12, 2026, aiming for a $1.75 trillion valuation in what could be the largest IPO in history. A new Nasdaq rule allowing fast-track inclusion into the Nasdaq-100 after 15 trading days could trigger $22-27 billion in mandatory index fund purchases around July 7, potentially causing a sharp stock surge. However, the article warns retail investors to avoid the stock due to its unjustifiable valuation (P/S ratio of 94 vs. historical 30-45 range), sizable operating losses, and historical precedent showing mega-IPOs typically underperform.

05/27/2026, 7:06 AM • The Motley Fool

Wall Street Expected a Slowdown in Q2. Corporate America Had Other Plans.

The S&P 500 rallied 9% since year-end 2025, driven primarily by strong Q1 earnings (84% beat estimates) and technology stocks. However, the market's gains are heavily concentrated in the 'Magnificent Seven' tech companies, with concerning 'circular spending' dynamics among AI-focused firms creating interdependencies. While earnings growth is impressive at 28% YoY, investors should exercise caution due to uneven market breadth, rising inflation, weak consumer sentiment, and the risk that overestimated AI demand could undermine interconnected tech investments.

05/27/2026, 6:15 AM • The Motley Fool

Has Wall Street Found AI’s New Choke Point?

Memory chip manufacturers SK Hynix and Micron have reached $1 trillion valuations, signaling a major shift in how Wall Street values AI infrastructure. While Nvidia remains important, investors increasingly recognize that control of memory chips and hardware bottlenecks—rather than AI model builders—may be where the real pricing power lies. High-bandwidth memory is essential for AI systems at scale, making semiconductor suppliers critical to the AI boom.

05/27/2026, 5:04 AM • Investing

Micron Just Became America's 10th-Most-Valuable Company. Wall Street Says It Could Pass Tesla and Meta Next.

Micron Technology crossed $1 trillion in market value, becoming America's 10th-most-valuable company after a 19% stock surge. UBS tripled its price target to $1,625, implying a $1.8 trillion valuation that could surpass Tesla and Meta. The rally is driven by AI demand for memory chips and new multi-year customer contracts providing business stability. However, the memory business remains cyclical, and the stock's steep run-up carries risks if AI demand cools.

05/26/2026, 10:16 PM • The Motley Fool

AI Bond Issuance Tests the Market’s Appetite for Long-Dated Tech Debt

Major tech hyperscalers (Amazon, Alphabet, Meta, Microsoft, Oracle) are issuing record amounts of long-dated corporate bonds to fund massive AI infrastructure buildouts. In 2025, these five companies issued ~$121 billion in bonds, over 4x their historical average, with projections of $130-150 billion in 2026. While credit fundamentals remain strong with low leverage ratios, tech sector concentration in investment-grade benchmarks is rising to ~10%, creating potential technical pressures and concentration risks as supply surges.

05/26/2026, 5:22 PM • Investing