Better Buy: Microsoft or Alphabet?

An investment comparison article examining Microsoft and Alphabet as potential stock purchases. The author, who owns both companies, analyzes these two excellent tech companies to determine which represents the better investment opportunity.

10/02/2026, 12:25 AM • The Motley Fool

Tesla Is the Only Magnificent Seven Stock in the Red for 2026

Tesla is the only Magnificent Seven stock declining in 2026, down 23% despite strong sales growth of 26% year-over-year. The problem lies in profitability: operating income dropped 57% with margins shrinking to just 1.4%, while the company spends over $25 billion on AI and robotaxi initiatives that haven't yet generated measurable returns. With a P/E ratio around 155, Tesla's valuation appears disconnected from its current financial performance compared to peers.

10/01/2026, 10:37 PM • The Motley Fool

Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

10/01/2026, 3:08 PM • The Motley Fool

Benevity bringt Spenden und ehrenamtliches Engagement mit Benevity für Microsoft Teams direkt in den Arbeitsalltag

Benevity, a leading enterprise social impact software provider, launched a new Microsoft Teams app to integrate employee donations and volunteering directly into daily work tools. The company also plans to introduce QR-code access for the estimated 2.7 billion workers without fixed desk jobs. This initiative aims to reduce participation barriers in corporate giving programs, which currently see participation rates of only 10.8-13.6% despite record overall volunteer engagement.

10/01/2026, 2:47 PM • GlobeNewswire

Arm vs. Credo Technology Group: Which Tech Stock Is a Better Buy in 2026?

Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.

10/01/2026, 2:21 PM • The Motley Fool

Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.

10/01/2026, 10:31 AM • The Motley Fool

Prediction: Here's What a $5,000 Investment in VUG Could Be Worth in 20 Years

The article explores potential growth scenarios for a $5,000 investment in the Vanguard Growth ETF (VUG) over 20 years. Using historical returns of 17.9% annually (past decade), 12.1% since-inception, and the S&P 500's long-term 10% average, the investment could grow to approximately $134,700, $49,100, or $33,600 respectively. The key to success is maintaining a buy-and-hold strategy and avoiding market timing.

10/01/2026, 7:29 AM • The Motley Fool

The S&P 500 Is Near an All-Time High but Trading at Its Lowest Valuation in a Year. Nvidia, Alphabet, and Amazon Help Explain Why.

Despite the S&P 500 reaching near all-time highs with 13.1% year-to-date gains, the index trades at its lowest valuation in a year with a forward P/E of 19.4. Major growth stocks like Nvidia, Alphabet, and Amazon have become cheaper based on forward earnings ratios because their earnings growth is outpacing stock price increases. These companies are investing heavily in AI infrastructure, which could lead to significant margin expansion once their capital investments begin generating returns.

10/01/2026, 6:07 AM • The Motley Fool

Anthropic Plans to Spend $518 Billion on Cloud and Data Centers. More Than $100 Billion Is Already Promised to Amazon.

Anthropic's draft IPO prospectus reveals $518 billion in planned cloud and infrastructure spending over coming years, with $110 billion committed to Amazon Web Services through 2036. Despite large operating losses, Anthropic's revenue is growing rapidly (14-fold year-over-year in Q2 2026), making the AWS commitment appear manageable. However, concentration risk exists as nearly 25% of 2025 revenue came from just two customers without long-term contracts.

09/30/2026, 8:37 PM • The Motley Fool

Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying.

Oracle's cloud infrastructure business is booming with 121% revenue growth and a $664 billion backlog, but the company faces significant financial risks. Its $95 billion annual capex spending far exceeds its negative free cash flow of -$5.4 billion, forcing the company to rely heavily on debt ($125 billion) and lease commitments ($288 billion). Unlike other tech megacaps, Oracle's precarious financial position makes it vulnerable if the AI boom slows.

09/30/2026, 2:12 PM • The Motley Fool

This AI Stock May Be the Biggest Winner as Enterprise AI Takes Off

ServiceNow is positioned as a major beneficiary of enterprise AI growth, with 90% of Fortune 500 companies as customers and partnerships with Nvidia, Microsoft, and Amazon. The company is experiencing accelerating growth driven by large customers upgrading subscriptions as AI costs rise, with Q2 showing 24% revenue growth and a 40% year-over-year increase in $1M+ contract values. Nvidia CEO Jensen Huang stated the market has undervalued ServiceNow, calling it 'destined to be the best platform' for enterprise AI.

09/30/2026, 1:43 PM • The Motley Fool

Michael Burry Buys Put Options on Nvidia, Micron, and Palantir as "The Big Short" Investor Predicts a 1987-Style Market Crash

Michael Burry, famous for predicting the 2008 housing crisis, is now betting against AI stocks by purchasing put options on Nvidia, Micron, and Palantir. He warns of an impending 1987-style market crash driven by AI euphoria and unsustainable leverage. However, the article argues that unlike the dot-com bubble, these companies have real revenue and profitability, and Burry's bearish track record since 2008 suggests caution in following his predictions.

09/30/2026, 1:30 PM • The Motley Fool

Stock Market Indexes Rally on Inflation Data, Though the Dow Sat It Out

The Nasdaq Composite rose 1.1% and S&P 500 gained 0.6% following cooler-than-expected inflation data, with core PCE rising just 0.2% in August versus the 3.3% forecast. However, the rally was driven almost entirely by six mega-cap tech stocks, while the Dow remained flat as heavyweights like Caterpillar and Goldman Sachs declined. The market has shifted expectations for the next Fed rate hike from October to December.

09/30/2026, 1:03 PM • The Motley Fool

The Fed's Preferred Inflation Metric Came in Cooler Than Expected. Here's What That Means for Interest Rates This Year

The August PCE inflation index came in cooler than expected at 3.4%, unchanged from July. This cooler-than-anticipated reading significantly reduced market expectations for a Fed rate hike in October from 70% to just 37%. While stocks showed modest gains on the news, the market remains focused on multiple factors including upcoming employment and CPI data.

09/30/2026, 12:14 PM • The Motley Fool

Better AI Chip Stock to Buy Today: Broadcom vs. Marvell

Broadcom and Marvell are both leaders in custom AI chip design and data center networking, benefiting from the AI infrastructure build-out wave. While Marvell stock has outperformed significantly this year (up 200% vs. Broadcom's 3%), Broadcom is recommended as the better buy due to its market leadership in AI ASIC design (60% projected market share), premium customer base including Alphabet and Anthropic, and significantly cheaper valuation (P/E of 11.5x vs. Marvell's 25x for comparable periods).

09/30/2026, 9:17 AM • The Motley Fool