Apple Is Mostly Sitting Out the AI Spending Arms Race. With AI Stocks Selling Off, That Suddenly Looks Smart.

Apple's restrained approach to AI infrastructure spending ($12.7B capex vs. peers' $400B+) is being recast as prudent discipline as AI stocks sell off amid concerns about massive debt loads and cash burn. While Apple partners with Alphabet for its Siri AI overhaul, the company maintains strong cash generation and shareholder returns, though risks remain around user adoption and potential dependence on a rival's technology.

06/13/2026, 10:07 AM • The Motley Fool

Jim Cramer Says SpaceX's Mega Debut Could Unleash A Wave Of AI Deals In The Week Ahead

CNBC's Jim Cramer suggests SpaceX's historic IPO debut at $2.1 trillion valuation could accelerate AI equity offerings. He predicts major tech companies like Microsoft, Meta, and Amazon may leverage favorable market conditions to raise capital for AI investments. The week ahead features Fed Chair Kevin Warsh's rate cut comments and earnings reports from Kroger and Accenture, plus a Nasdaq-100 rebalance adding five companies.

06/13/2026, 5:07 AM • Benzinga

Prediction: The Second Half of 2026 Will Be a Game-Changing Moment for Nvidia

Nvidia is expected to reach a pivotal moment in the second half of 2026 with the launch of its Vera Rubin platform featuring its first stand-alone CPU for data centers, and the RTX Spark superchip for Windows laptops. These moves will expand Nvidia beyond its GPU dominance into the broader CPU market, worth approximately $200 billion, potentially significantly increasing the company's revenue growth potential.

06/13/2026, 4:10 AM • The Motley Fool

How GPUs Are Becoming the Hottest Asset Class

GPUs have evolved from gaming chips into a distinct financial asset class, with standardized pricing, financing structures, and risk-transfer tools emerging. The GPU financing market reached $20-34 billion by early 2026, driven by massive AI infrastructure spending. However, the asset class faces challenges including uncertain depreciation rates, volatile rental prices, ecosystem concentration, and risks from custom silicon and export controls.

06/13/2026, 4:03 AM • Investing

SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut (CORRECTED)

SpaceX (SPCX) made history with the largest IPO in history, raising $75 billion and closing its first trading day at $160.95, up 19.22% from the $135 offering price. The company's market cap reached approximately $2.11 trillion, making it one of the most valuable U.S.-listed companies. Elon Musk's stake in SpaceX, valued at roughly $1.26 trillion, officially made him the world's first trillionaire.

06/12/2026, 10:56 PM • Benzinga

Meet the 2 Newcomers Challenging the Cloud Computing Titans in Artificial Intelligence (AI)

CoreWeave and Nebius, specialized AI cloud computing companies, are experiencing explosive growth rates (112% and 684% respectively) compared to legacy cloud giants AWS, Azure, and Google Cloud. While the established players are highly profitable, the newcomers are reinvesting all revenue into expansion. Wall Street expects CoreWeave and Nebius to maintain triple-digit growth through 2027, though profitability remains uncertain, presenting higher-risk but potentially higher-reward investment opportunities.

06/12/2026, 9:14 PM • The Motley Fool

MSFT INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Microsoft Corporation and Announces Opportunity for Investors with Substantial Losses to Lead the Microsoft Class Action Lawsuit

A class action lawsuit has been filed against Microsoft Corporation alleging that executives made false and misleading statements regarding Copilot product issues, underperformance versus competitors, and undisclosed capital expenditure increases. The lawsuit covers the period from May 1, 2025 to January 28, 2026. Microsoft's stock fell nearly 10% following disappointing earnings results that revealed Azure growth slowdown due to GPU/CPU diversion to AI projects, only 15 million paid Copilot seats versus analyst expectations, and capital expenditures of $37.5 billion in Q2 fiscal 2026.

06/12/2026, 8:02 PM • GlobeNewswire

3 Core Artificial Intelligence (AI) Stocks to Buy With $1,000 Right Now and Hold for the Next Decade

The article recommends three AI stocks for long-term investment: Nvidia, Microsoft, and Amazon. Nvidia is positioned to benefit from massive data center capital expenditures ($1 trillion in 2027, growing to $3-4 trillion annually by 2030) and future GPU replacement cycles. Microsoft and Amazon are highlighted for their dominant cloud computing platforms (Azure and AWS) that will monetize AI through subscription-like revenue streams as clients rent computing capacity.

06/12/2026, 5:38 PM • The Motley Fool

S&P 500 Rally Shows Oil War Premium Is Finally Leaking Out

The S&P 500 rallied as oil prices fell on Iran peace deal optimism, reducing inflation concerns and easing Fed rate-hike expectations. SpaceX's historic $75 billion IPO debut surged 19%, attracting massive retail demand. However, mega-cap tech lagged while semiconductors and small caps led. The market is rotating within AI from software to compute infrastructure, with the rally fragile and dependent on headline developments.

06/12/2026, 4:48 PM • Investing

My Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now

The article recommends five AI stocks as strong investment opportunities, citing the expected AI infrastructure build-out through 2030. Nvidia leads as the top pick due to its dominant GPU market position. Sandisk benefits from memory chip shortages. Microsoft is positioned as a bargain after a 25% decline from its all-time high, with strong AI revenue growth. Meta is highlighted as a wildcard with potential upside from AI glasses and superintelligence projects. Amazon's AWS cloud computing division is expected to drive significant future growth.

06/12/2026, 4:36 PM • The Motley Fool

SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut

SpaceX (SPCX) made history with its IPO debut on Friday, closing at $160.95, up 19% from the $135 offering price. The company raised $75 billion through the sale of 555.6 million primary shares, marking the largest IPO in history. At closing, SpaceX's market capitalization reached approximately $2.11 trillion, making it one of the most valuable U.S.-listed companies. Elon Musk's stake in SpaceX, valued at roughly $1.26 trillion, officially made him the world's first trillionaire.

06/12/2026, 4:23 PM • Benzinga

SPGM vs IEFA: Which Global Stock ETF Is the Better Buy?

The article compares two global stock ETFs: SPGM (State Street SPDR Portfolio MSCI Global Stock Market ETF) and IEFA (iShares Core MSCI EAFE ETF). SPGM offers broader global exposure including U.S. and emerging markets with superior 5-year returns (28.04% vs 21.55%), while IEFA focuses on developed international markets with a lower expense ratio (0.07% vs 0.09%) and higher dividend yield (3.24% vs 1.67%). The recommendation favors IEFA for investors already holding U.S. equities, citing better diversification and income potential.

06/12/2026, 3:27 PM • The Motley Fool

Dow Jones Edges Higher While SpaceX Steals the Show With $2 Trillion Valuation

SpaceX's IPO debut dominated market activity on Friday, opening at $168 per share (22% above its $135 IPO price) and reaching a $2.2 trillion valuation. While major indexes remained relatively flat, Amazon and Microsoft experienced modest declines on above-average volume, suggesting investors rotated funds into SpaceX. Oil prices fell 2% amid optimism over U.S.-Iran peace negotiations.

06/12/2026, 1:13 PM • The Motley Fool

SaaSpocalypse 2.0: 3 SaaS Stocks to Buy on the Latest Sell-Off

SaaS stocks have sold off in the latest tech pullback, presenting buying opportunities. Palantir Technologies, Microsoft, and ServiceNow are recommended as strong buys, with all three demonstrating solid operational performance, AI growth drivers, and attractive valuations despite recent stock declines.

06/12/2026, 11:30 AM • The Motley Fool

Why Oracle’s 10% Drop May Be Telling the Wrong Story

Oracle's stock dropped 10% following earnings, but the sell-off may be misguided. While 2026 results appear tepid, the company's remaining performance obligation (RPO) surged 363% year-over-year to $640 billion, representing seven years of projected revenue. Most AI contracts will deliver revenue starting in 2027, positioning Oracle for exponential growth. The company posted 20.8% revenue growth, record EPS, and 54% operating income increase, with cloud services growing 47%. Analysts remain cautiously optimistic with 78% Buy-side bias and 50% consensus upside, suggesting a rebound is likely by summer's end.

06/12/2026, 11:24 AM • Investing