Why Iren Stock Topped the Market on Thursday

Iren stock rose nearly 3% after announcing it delivered its first AI compute deployment to Microsoft under a $9.7 billion five-year cloud services contract. The Horizon 1 deployment in Texas is the first of four stages, and Nvidia certified the system architecture. Iren maintained its capacity targets of 480 megawatts by 2026 and 1.2 gigawatts by 2027.

08/13/2026, 4:15 PM • The Motley Fool

Amazon Is the Only $3 Trillion Company That Has Never Paid a Dividend

Amazon remains the only $3 trillion company that has never paid a dividend, unlike Microsoft, Apple, Nvidia, and Alphabet. The company is spending heavily on AI and cloud infrastructure ($220 billion expected in 2026), resulting in negative free cash flow of $7.6 billion over the past 12 months. Management believes this aggressive capital investment strategy will generate better returns than shareholder payouts, with AWS revenue growing 37% year-over-year.

08/13/2026, 3:26 PM • The Motley Fool

Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)

Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.

08/13/2026, 4:48 AM • The Motley Fool

Advanced Micro Devices vs. AppLovin: Which Technology Stock Is a Better Buy in 2026?

The article compares AMD and AppLovin as investment choices in 2026. AMD, a semiconductor company, reported strong AI infrastructure growth with 30%+ quarterly revenue increases and data center sales doubling year-over-year, though it trades at a higher valuation multiple. AppLovin, an AI-powered advertising software company, achieved impressive 70% revenue growth and 60.8% net margins but faced Q2 revenue miss and guidance disappointment. The author recommends AMD for long-term investors seeking direct AI infrastructure exposure, citing its momentum, partnerships, and growth trajectory despite higher valuation multiples.

08/12/2026, 5:25 PM • The Motley Fool

1 Hyperscaler Stock to Buy, 1 to Hold, and 1 to Avoid

The article evaluates three major hyperscaler stocks in the AI infrastructure space. Amazon is recommended as a buy due to strong cloud growth, custom chip advantages, and its stake in Anthropic. Microsoft is rated a hold after proving skeptics wrong with solid earnings and a sticky SaaS business. SpaceX is recommended to avoid due to unsustainable cloud pricing, technical challenges with space data centers, and an extremely high valuation of 39x forward P/S ratio.

08/12/2026, 7:15 AM • The Motley Fool

AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.

Despite AMD's stock outperformance in 2026, the article argues Nvidia is the better buy. AMD trades at a 63x forward P/E ratio compared to Nvidia's 24x, a valuation gap that appears unjustified given Nvidia's superior scale, faster growth (85% vs 50% revenue growth), higher profitability ($48.5B vs $1.6B free cash flow), and stronger market position. Historical patterns suggest AMD's elevated valuation may face compression while Nvidia has room for expansion.

08/12/2026, 6:20 AM • The Motley Fool

The Stock Market Is Flashing the Same Warning Signal That It Did Before the Dot-Com Bubble. Here's What History Says Comes Next.

The S&P 500's Shiller CAPE ratio has reached levels not seen since the dot-com bubble in 2000, raising concerns about market valuations. While the current economy appears strong with low unemployment, similarities exist between today's AI infrastructure spending boom and the internet bubble. However, many Magnificent Seven companies trade at reasonable valuations compared to historical averages. The author advises long-term investors to focus on AI stocks with more reasonable valuations that can better weather potential market corrections.

08/12/2026, 5:30 AM • The Motley Fool

Better AI Infrastructure Stock: Vertiv vs. Eaton

As tech giants plan to spend over $1 trillion on AI infrastructure by 2027, Vertiv and Eaton emerge as top beneficiaries. Vertiv is a pure-play AI infrastructure specialist focusing on data center power and cooling solutions, trading at 40x forward earnings with projected 40% annual EPS growth. Eaton is a diversified legacy electrical supplier pivoting to chip-to-grid infrastructure with 33x forward earnings and 15.5% projected annual growth. Conservative investors should consider Eaton for diversification, while aggressive investors seeking higher growth should favor Vertiv.

08/12/2026, 5:20 AM • The Motley Fool

Should You Buy SoundHound AI Stock After Its 67% Plunge? The Answer Might Surprise You.

SoundHound AI stock has plummeted 67% from its late 2024 high despite strong Q2 2026 revenue growth of 45% and raised full-year guidance. The company's new OASYS platform enables custom AI voice agents, and the pending LivePerson acquisition could boost 2027 revenue to $350-400 million. However, the stock remains expensive at a 16.7 P/S ratio, and the company continues to post significant losses. The analyst recommends waiting for a better entry point due to execution risks and valuation concerns.

08/12/2026, 4:35 AM • The Motley Fool

Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now

Morgan Stanley predicts AI infrastructure spending could reach $1.4 trillion by 2027, exceeding current market forecasts of $1.2 trillion. The analyst recommends three stocks positioned to benefit from this AI boom: Nvidia as the dominant GPU leader, AMD as a growing inference market player, and Micron as a major beneficiary of surging memory demand.

08/12/2026, 4:15 AM • The Motley Fool

SOXX vs. FTEC: Should Investors Choose Semiconductor Stocks or Tech Sector Diversification?

The iShares Semiconductor ETF (SOXX) and Fidelity MSCI Information Technology Index ETF (FTEC) offer different approaches to tech investing. SOXX focuses exclusively on semiconductors with 30 concentrated holdings and higher volatility but stronger 1-year returns (119%), while FTEC provides broader tech diversification across nearly 300 stocks with lower fees and reduced risk. The choice depends on investor risk tolerance and portfolio goals.

08/11/2026, 11:14 PM • The Motley Fool

What's Going on With Microsoft Stock?

Microsoft is gaining momentum following the release of its quarterly financial results. The stock showed modest movement with investors responding positively to the company's progress.

08/11/2026, 10:35 PM • The Motley Fool

Here's How the AI Trade Blows Up (Hint: It Has to Do With OpenAI, Anthropic, and China)

While the AI trade has driven significant returns, a potential vulnerability exists: hyperscalers have committed $700+ billion to AI infrastructure largely driven by OpenAI and Anthropic demand. If Chinese competitors' cheaper open-source models gain market share, these two companies could lose pricing power, leaving hyperscalers with massive stranded investments and poor returns on capital.

08/11/2026, 7:30 PM • The Motley Fool

Silver Is Rebounding. Should You Invest Now?

Silver prices have rebounded from a recent low of $56 to over $64 per ounce, driven by continued AI data center demand despite earlier investor skepticism. Major tech companies are maintaining their data center spending plans, and silver producer stocks have surged in August. The article recommends silver investments through both producer stocks and ETFs.

08/11/2026, 5:05 PM • The Motley Fool

Micron Technology Stock Is Cheaper Than the S&P 500 and the Nasdaq-100. Here's Why I'm Still Not Buying It.

Despite Micron Technology trading at a cheap valuation (P/E of 19.8) with explosive earnings growth driven by AI infrastructure demand, the analyst warns against buying due to concerns about the cyclical nature of the semiconductor industry. As major tech companies face rising AI infrastructure costs and begin limiting spending, the current boom is likely temporary, and Micron's pricing power will erode as new manufacturing capacity comes online.

08/11/2026, 3:15 PM • The Motley Fool