Oracle Stock Is Down 64% in 10 Months. Is This the Best Buying Opportunity in AI -- or a Falling Knife?

Oracle's stock has plummeted 64% from its September peak despite strong business fundamentals, including 21% revenue growth and a massive $638 billion backlog. However, the company has taken on nearly $130 billion in debt (300% debt-to-equity ratio) to build AI data centers, with roughly $300 billion of its backlog dependent on a single customer: OpenAI. OpenAI's severe unprofitability ($21 billion in losses against $13 billion in sales) and delayed IPO raise concerns about its ability to pay Oracle, making this a risky investment despite attractive valuations.

07/27/2026, 2:26 PM • The Motley Fool

Apple Is Barely Spending on AI While Its Rivals Pour In $700 Billion. Is That Discipline or Denial?

While Alphabet, Amazon, Microsoft, and Meta plan combined capital spending exceeding $700 billion in 2026 primarily for AI infrastructure, Apple spent only $12.7 billion in fiscal 2025. Apple's hybrid model relies on renting third-party cloud capacity rather than building its own data centers, allowing it to generate record free cash flow while maintaining accelerating revenue growth. The strategy's success depends on sustained access to affordable third-party computing capacity as AI becomes increasingly critical to device purchases.

07/27/2026, 1:14 PM • The Motley Fool

Is Meta Platforms' Stock a Buy Ahead of Its Q2 Earnings Report?

Meta Platforms prepares to report Q2 earnings on July 29 amid heavy AI infrastructure spending. The company is shifting focus from metaverse investments to AI and considering launching a cloud computing business to compete with hyperscalers. Investors are concerned about rising capex commitments, though Meta's stock trades at a discounted valuation. The article suggests waiting until after earnings to buy, as a post-report dip is expected.

07/27/2026, 12:31 PM • The Motley Fool

Could AMD Dethrone Nvidia?

AMD is gaining ground in the AI chip market with major partnerships including deals with Anthropic, Microsoft Azure, OpenAI, and Meta, plus securing workloads from Turing. However, Nvidia still dominates with 80% market share and $75B in quarterly data center revenue compared to AMD's 5-7% market share. The article suggests both companies can grow substantially in the estimated $200B AI accelerator market by 2026, with AMD stock up 158% YTD versus Nvidia's 12% gain.

07/27/2026, 12:25 PM • The Motley Fool

Security Risk Advisors Named a Finalist in CRN's 2026 Best of the Channel Awards

Security Risk Advisors' Chief Marketing Officer Joe Cicero has been recognized as a finalist in CRN's Best of the Channel Awards for Best Channel Visionary of the Year. The recognition highlights his success in unifying marketing, alliances, and sales into a growth engine, building a partner-led Co-Sell model with Microsoft that influenced over $10M in services revenue, and advancing SRA's alliance capabilities including MISA membership and MXDR Verified designation.

07/27/2026, 10:55 AM • GlobeNewswire

Will Amazon CEO Andy Jassy's $200 Billion AI Bet Pay Off on July 30?

Amazon is investing $200 billion in AI infrastructure to maintain its competitive edge in cloud computing. The company's Q1 results showed strong AI momentum with Bedrock revenue up 170% quarter-over-quarter and a $364 billion backlog. Investors await Q2 earnings on July 30 to see if Amazon can continue demonstrating returns on its massive capex spending.

07/27/2026, 10:30 AM • The Motley Fool

Kevin Warsh's Federal Reserve Just Issued an 11-Word Warning to Wall Street. Here's What History Says Comes Next.

The Federal Reserve under Kevin Warsh warned that prolonged above-target inflation could entrench inflation expectations, potentially triggering a wage-price spiral. Drawing parallels to the 1970s crisis that required Paul Volcker's painful 20% rate hikes, the article suggests the Fed may need to raise rates before year-end despite risks to the debt-fueled AI sector and stock market valuations.

07/27/2026, 10:15 AM • The Motley Fool

4 Stocks Worth Loading Up on Before Earnings Hit

The article recommends four stocks to buy before their upcoming earnings reports, highlighting potential catalysts that could drive stock price movements during earnings season. The video covers specific investment opportunities positioned ahead of earnings volatility.

07/27/2026, 7:30 AM • The Motley Fool

Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow

The article ranks the Magnificent Seven tech stocks (Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla) based on future cash flow projections rather than P/E ratios. Meta and Amazon emerge as the most attractive values, with Meta benefiting from AI-integrated advertising and Amazon's AWS cloud services showing strong growth potential. Tesla and Apple are deemed less attractive based on future cash flow metrics.

07/27/2026, 5:06 AM • The Motley Fool

How Lisa Su Has Positioned AMD to Be a Big AI Winner and Why the Stock Is a Buy

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

07/27/2026, 2:30 AM • The Motley Fool

SCHF vs. SPGM: Which Global ETF Is the Better Buy for Investors?

The article compares two global ETFs: SCHF (Schwab International Equity ETF) and SPGM (State Street SPDR Portfolio MSCI Global Stock Market ETF). SCHF offers a lower expense ratio (0.03% vs 0.09%), higher dividend yield (3.06% vs 1.80%), and focuses on developed international markets, making it ideal for investors with existing U.S. exposure. SPGM provides broader diversification by combining U.S., developed, and emerging markets in one fund, resulting in stronger 5-year total returns due to exposure to U.S. mega-cap tech stocks. The choice depends on portfolio construction goals rather than performance metrics.

07/26/2026, 9:34 PM • The Motley Fool

Microsoft and Meta Platforms Are Negative in 2026. Here's My Favorite One to Buy Now.

Both Microsoft and Meta are down significantly in 2026 despite being major AI hyperscalers. Meta faces investor concerns about its massive AI spending without clear monetization or a breakthrough model, similar to its metaverse losses. Microsoft, however, is executing well with $37 billion in AI annual revenue run rate and a thriving cloud business. The analyst recommends Microsoft as the better buy due to its proven AI strategy, strong cloud segment, and attractive valuation relative to execution risk.

07/26/2026, 6:30 PM • The Motley Fool

Is It Really Safe to Invest in the Vanguard S&P 500 ETF Right Now? Here's What History Says.

Despite current market headwinds including Middle East conflict, AI labor concerns, and low consumer confidence, historical data supports long-term S&P 500 investing. The Vanguard S&P 500 ETF delivered 306% total returns over the past decade despite multiple crises, demonstrating that patient, long-term investors benefit from staying invested rather than timing the market.

07/26/2026, 1:02 PM • The Motley Fool

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The AI infrastructure boom has created two competing groups: neocloud companies like CoreWeave and Nebius that build specialized GPU data centers, and tech hyperscalers like Microsoft, Amazon, Meta, and Alphabet. While neoclouds show explosive revenue growth, they're heavily leveraged with billions in debt and unclear profitability paths. Hyperscalers have complementary profitable businesses, stronger cash flows, and are developing custom chips to reduce GPU dependency, positioning them as the safer long-term investment.

07/26/2026, 12:15 PM • The Motley Fool

Investing $100 per Month in This Growth ETF Could Become $106,000 in 20 Years. Here's How.

The Vanguard Growth ETF has delivered a 1,150% total return over the past 20 years (13.2% annualized), outperforming the S&P 500's 786% return. Using a dollar-cost averaging strategy of $100 monthly could result in a $106,000 portfolio in 20 years. However, the ETF carries significant concentration risk with 69% in technology and its top three holdings (Nvidia, Apple, Microsoft) representing 32% of assets, making it heavily dependent on the AI trade.

07/26/2026, 7:28 AM • The Motley Fool