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

Amazon vs. Microsoft: Which Cloud Empire Is the Better Buy Now?

Amazon and Microsoft are compared as cloud computing investments. Both companies show similar financial performance with comparable growth rates and core business strength. However, Microsoft emerges as the better buy due to its lower valuation of 20.5x forward earnings compared to Amazon, trading below the S&P 500 average despite comparable financial metrics.

07/23/2026, 7:15 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

Astera Labs vs. Advanced Micro Devices: What the Revenue Trajectories of These Artificial Intelligence Companies Reveal to Investors.

Astera Labs and Advanced Micro Devices are both benefiting from AI infrastructure demand, but with different growth profiles. Astera Labs is growing faster with 93% year-over-year revenue increase in Q1 2026 ($308.4M), while AMD maintains a much larger absolute revenue base at $10.3B with 38% YoY growth. Astera Labs has posted eight consecutive quarters of growth, while AMD's growth has been more fluctuating, narrowing the historical revenue gap between the two companies.

07/23/2026, 1:30 PM • The Motley Fool

What Is OpenAI Actually Patenting? PatentVest Pulse Analyzes OpenAI's Patent Portfolio

PatentVest released an analysis of OpenAI's 69 published patent families, revealing how the company's intellectual property strategy maps to its expansion from conversational AI into generative media, AI agents, developer platforms, and infrastructure. The report examines OpenAI's organic patents alongside acquisitions from Rain Neuromorphics and Rockset, and compares OpenAI's IP approach with competitors including Microsoft, Google, IBM, and Anthropic.

07/23/2026, 12:45 PM • GlobeNewswire

1 Brilliant Dividend ETF to Build Long-Term Passive Income

The Fidelity High Dividend ETF (FDVV) is highlighted as an excellent choice for building passive income, offering a 2.6% dividend yield and 13.3% annualized returns since 2016. The fund combines high-yield blue-chip stocks like Coca-Cola and Procter & Gamble with growth-oriented megacap tech holdings, while maintaining a low 0.15% expense ratio and affordable $62 share price.

07/23/2026, 8:30 AM • The Motley Fool

Oracle's Stock Crash Has Cost Larry Ellison $213 Billion in 10 Months. Should Investors Buy the Dip?

Oracle's stock has plummeted over 50% from its peak as investors question the company's aggressive AI data center spending strategy. Despite strong cloud infrastructure demand and a record $638 billion in remaining performance obligations, concerns about capital expenditure returns and a credit downgrade to near-junk status have rattled the market. For long-term investors, the sell-off may present an opportunity, though near-term sentiment remains challenged.

07/23/2026, 8:20 AM • The Motley Fool

If You'd Invested $10,000 in QQQ 10 Years Ago, Here's How Much You'd Have Today

The Invesco QQQ Trust ETF has delivered exceptional returns over the past decade, generating a 558% total return that turned a $10,000 investment into nearly $66,000. This significantly outperformed the S&P 500's 305% return. The strong performance is driven by the ETF's heavy concentration in tech giants and the 'Magnificent Seven' stocks, which benefit from secular trends in AI, cloud computing, and digital services.

07/23/2026, 8:15 AM • The Motley Fool

Billionaire Ken Griffin of Citadel Dropped a Can't-Miss, 2-Word Reality Check on the AI Revolution

Citadel founder Ken Griffin called AI a 'hype' bubble, stating that $500 billion in AI investments are being driven by exaggeration rather than proven value. While acknowledging that broad technology spending benefits the economy, Griffin warned that AI optimization remains years away, similar to past tech bubbles like the dot-com era. He suggests the AI revolution will take much longer to mature than Wall Street currently expects.

07/23/2026, 5:06 AM • The Motley Fool

Should You Buy DigitalOcean Stock After Its 12-Month Gain of 360%? An Upcoming Event on Aug. 4 Might Hold the Answer.

DigitalOcean has experienced explosive growth driven by AI demand, with its stock surging 360% over 12 months. The company is building AI data centers and reported a tenfold increase in remaining performance obligations to $800 million. While trading at a premium valuation (P/S ratio of 15.4), its forward P/S ratio of 8.1 based on 2027 guidance suggests potential value. The Aug. 4 earnings report could be pivotal, with management expected to raise 2027 revenue growth guidance above the previously stated 50%.

07/23/2026, 3:22 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

Mega IPOs Like SpaceX Reshape Major Index Funds and ETFs

SpaceX's June IPO prompted Nasdaq-100 and Russell 1000 to change their inclusion rules, forcing index funds to rapidly buy the stock by trimming positions in giants like Apple, Microsoft, and Nvidia. This concentrated forced buying in a short window turns passive strategies into active bets on a single high-profile listing, with long-term portfolio impacts still uncertain.

07/23/2026, 12:30 AM • The Motley Fool

ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Verra Mobility Corporation Investors with Losses to Secure Counsel Before Important August 4 Deadline in Securities Class Action - VRRM

Rosen Law Firm is notifying investors in Verra Mobility Corporation, Microsoft Corporation, and Disc Medicine, Inc. of upcoming deadlines to join securities class action lawsuits. The firm is seeking lead plaintiffs for cases involving alleged materially false statements and concealed material facts, with the primary deadline for Verra Mobility set for August 4, 2026.

07/22/2026, 10:51 PM • GlobeNewswire

ROSEN, NATIONAL INVESTOR COUNSEL Encourages Microsoft Investors to Secure Counsel Before Important Deadline in Securities Class Action – MSFT

A securities class action lawsuit has been filed against Microsoft Corporation for allegedly making false and misleading statements regarding its Copilot AI products. The lawsuit claims Microsoft failed to disclose significant technical problems with Copilot, underperformance compared to competitors, and the need for billions in additional capital expenditures. Investors who purchased MSFT stock between May 1, 2025 and January 28, 2026 may be eligible to join the class action, with an August 11, 2026 deadline to serve as lead plaintiff.

07/22/2026, 9:11 PM • GlobeNewswire