2 Data Center Stocks That Could Help Make You a Fortune

As hyperscalers invest heavily in data center infrastructure to support AI services, with Morgan Stanley projecting $1.4 trillion in capital spending by 2028, two data center stocks offer attractive valuations: Iren, which is building an AI cloud platform with vertically integrated capabilities and targeting $4 billion revenue by 2026, and Vertiv, which supplies power management and cooling systems to data centers with projected 20-22% annual revenue growth through 2030.

09/26/2026, 6:15 AM • The Motley Fool

The "Magnificent Seven" Stocks Explained: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla. Here's the 1 I'm Selling.

The article examines the 'Magnificent Seven' tech stocks and identifies Microsoft as the one to avoid or sell. While Microsoft showed strong Q2 results with 43% Azure growth and $678 billion in AI backlog, the author expresses concerns about the sustainability of its AI business, declining Windows market share, weak Copilot adoption compared to competitors, and underperforming Xbox revenue. The bullish case relies heavily on uncertain AI monetization that may not materialize as expected.

09/26/2026, 5:35 AM • The Motley Fool

Is It Too Late to Buy IREN Stock After Its Monster Run?

IREN has surged 414% over two years by pivoting from Bitcoin mining to AI cloud services. The company secured a $9.7 billion five-year contract with Microsoft and has $4 billion in contracted annual recurring revenue. However, the stock is down 40% from its 52-week high amid concerns about massive capital expenditures ($25-30 billion planned) and debt loads. The stock is recommended only for aggressive investors betting on sustained GPU pricing and profitability.

09/25/2026, 6:05 PM • The Motley Fool

Stock Market Today, Sept. 25: Microsoft Stock Jumps 4% After Revamping Copilot With Code Generation and Agentic AI Tools

Microsoft stock rose 3.66% to $516.17 after announcing new Copilot capabilities including code generation and agentic AI tools. The company is spending over $115 billion on capex for data centers and AI infrastructure in 2026. While the market reacted positively, investors should monitor AI adoption rates and ROI on these massive investments in the coming quarters.

09/25/2026, 5:25 PM • The Motley Fool

WeAreDevelopers World Congress Brings the Who's Who of the Software Industry to San José in Its North America Debut

WeAreDevelopers held its first North America World Congress in San José (Sept 23-25, 2026) with over 10,000 attendees and industry leaders, focusing on moving AI-powered software from prototype to production. The event featured keynotes from Docker, GitHub, Replit, and other major tech companies, addressing challenges in deploying agentic systems, securing AI-written software, and managing non-deterministic testing.

09/25/2026, 5:11 PM • GlobeNewswire

AMD Just Joined Nvidia in the $1 Trillion Club. At $614, Wall Street Is Paying Too Much for a Distant No. 2.

AMD reached a $1 trillion market cap, joining Nvidia in an exclusive club. However, the article argues AMD is overvalued as a distant second in the AI accelerator market. While AMD has secured major deals with OpenAI, Meta, Anthropic, Oracle, and Microsoft, its data center revenue ($6.7B quarterly) significantly lags Nvidia's ($89B quarterly). AMD trades at a P/E of 158 (forward: 81) versus Nvidia's 28 (forward: 24), suggesting investors are paying a premium for inferior market position and thinner margins.

09/25/2026, 7:03 AM • The Motley Fool

Microservices in Healthcare Market Set for Strong Growth Through 2035 as Cloud Adoption, Modular Applications and Digital Transformation Unlock New Opportunities

The global Microservices in Healthcare Market is projected to grow from $1.95 billion in 2025 to $11.11 billion by 2035, expanding at a 19.1% CAGR. Growth is driven by healthcare digital transformation, cloud adoption, interoperability demands, and AI/IoT integration. North America leads with 42% market share, while cloud-based deployment accounts for 68% of revenue. Major players include AWS, Microsoft Azure, Google Cloud, Epic Systems, Oracle Health, and IBM.

09/25/2026, 5:32 AM • GlobeNewswire

AI Automation Market to Reach USD 2,041.82 Billion by 2035, Expanding at 31.62% CAGR as Enterprises Accelerate Intelligent Automation

The global AI Automation Market is projected to grow from USD 131.19 billion in 2025 to USD 2,041.82 billion by 2035, with a CAGR of 31.62%. North America leads with 32.70% market share, while Asia Pacific shows the fastest growth at 33.07% CAGR. Cloud deployment dominates with 71% share, and intelligent process automation leads automation types. Large enterprises currently control 67% of the market, though SMEs are growing fastest. Key drivers include enterprise AI adoption, generative AI integration, and cloud-based solutions.

09/25/2026, 2:30 AM • GlobeNewswire

Vancouver AI Company Alebex Ranks 8th in International Speech-to-Text Benchmark

Alebex AI, a Vancouver-based company, has achieved 8th place in Artificial Analysis's international speech-to-text accuracy benchmark, outperforming models from Google, Microsoft, Nvidia, and Amazon. This marks the first Canadian company in this category on the leaderboard and represents a significant step toward Canadian AI sovereignty and voice infrastructure development.

09/24/2026, 2:38 PM • GlobeNewswire

Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

09/24/2026, 2:02 PM • The Motley Fool

CoreWeave vs. QuantumScape: Which Stock Is a Better Investment, the AI Giant or the EV Battery Upstart?

CoreWeave, an AI data center provider, and QuantumScape, a pre-revenue solid-state battery developer, represent different high-risk technology bets. CoreWeave shows impressive 167.9% revenue growth to $5.1B but carries heavy debt (8.9x debt-to-equity) and customer concentration risk with Microsoft accounting for 67% of revenue. QuantumScape has a strong balance sheet (0.1x debt-to-equity) but remains pre-commercial with no revenue until at least 2029. The author recommends CoreWeave as the safer bet due to its immediate revenue growth and multi-year AI infrastructure demand runway.

09/24/2026, 12:03 PM • The Motley Fool

BigBear.ai vs. Nebius Group: Which Specialized AI Stock Is a Better Buy in 2026?

The article compares two AI-focused companies: BigBear.ai, which specializes in government-focused decision-intelligence software, and Nebius Group, which provides full-stack AI cloud infrastructure. While BigBear.ai has sticky government contracts and a defensible niche, Nebius Group demonstrates superior growth (350.9% revenue increase), positive net income, and operates in a larger global market. The author recommends Nebius for long-term investors due to its significantly larger addressable market and extraordinary growth trajectory, despite higher valuation multiples.

09/24/2026, 9:01 AM • The Motley Fool

Private LLM for a Law Firm: The Questions Firms Ask Before They Build One

eSoftware Associates, a 20-year Microsoft partner, addresses key questions from midsize law firms considering private LLM deployments. The company explains that private LLMs run within a firm's Azure cloud subscription, keeping data secure and under firm control. ESW emphasizes that retrieval-based approaches are preferable to custom model training, permission-based access controls protect privileged materials, and data is not used to train external models in private Azure deployments.

09/24/2026, 7:00 AM • GlobeNewswire

This ETF Is Up 20% in 2026. Here's Why It Could Have More Room to Run.

The Invesco QQQ Trust (QQQ) has outperformed major indexes with a 20% gain in 2026, significantly ahead of the S&P 500's 13% and Nasdaq Composite's 16% returns. The ETF's outperformance is driven by its concentrated exposure to high-growth tech and AI stocks, including Nvidia, Apple, and Microsoft. Despite near-term headwinds from cautious AI spending and regulations, analysts believe the AI market will continue expanding, positioning QQQ for further gains.

09/23/2026, 12:20 PM • The Motley Fool

Cerebras Systems vs. Rigetti Computing: Is an AI or Quantum Computing Stock the Better Buy in 2026?

Cerebras Systems and Rigetti Computing represent two different computing frontiers. Cerebras dominates AI hardware with $510M in revenue and 76% growth, while Rigetti pursues quantum computing with only $7.1M in revenue but significant government backing. The article recommends Cerebras as the better 2026 buy due to its established business base, clear growth trajectory, and more reasonable valuation despite both stocks being speculative.

09/23/2026, 11:27 AM • The Motley Fool