Why Constellation Energy Stock Blasted Higher on Wednesday

Constellation Energy stock surged nearly 5% on Wednesday following the Trump administration's announcement of a 30-year nuclear cooperation deal with Saudi Arabia and reports of a new $200 million domestic program to support power plant construction for AI data centers. As the largest operator of U.S. nuclear plants, Constellation is positioned to benefit from these government initiatives promoting nuclear energy.

07/22/2026, 6:14 PM • The Motley Fool

Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

07/22/2026, 3:30 PM • The Motley Fool

Mark Zuckerberg's Meta Is in Talks for a $10 Billion Anthropic Deal That Would Make Meta the Fourth Major Cloud Provider. Meta Stock Reports Q2 Earnings on July 29.

Meta is in talks for a $10 billion deal with Anthropic to lease cloud computing capacity, potentially positioning itself as a fourth major cloud provider. The company plans to spend $125-145 billion on capex in 2026 for AI development. Meta trades at a P/E ratio of 23 (lowest among Magnificent Seven stocks) with 33% YoY revenue growth, but investors remain uncertain about long-term growth prospects beyond digital advertising, which accounts for 98% of revenue.

07/22/2026, 12:26 PM • The Motley Fool

Stock Market Midday, July 22: Markets Brace for Alphabet Earnings as Hyperscaler's AI Debt Comes Into Focus

Markets showed mixed performance on July 22, 2026, with tech stocks under pressure amid concerns about massive AI infrastructure spending. Oil prices surged above $86/barrel due to Middle East tensions, fueling inflation worries. Goldman Sachs highlighted $489 billion in AI-related debt issuance this year, with hyperscalers accounting for 40%. Investors await Alphabet and Tesla earnings after hours to assess whether intensive AI spending is translating to revenue growth.

07/22/2026, 12:19 PM • The Motley Fool

My 2 Favorite Discount "Magnificent Seven" Stocks to Buy Now

The article highlights Nvidia and Microsoft as attractive discount opportunities among the "Magnificent Seven" tech stocks. Nvidia dominates the AI chip market with strong revenue growth and high profitability, while Microsoft benefits from AI integration into its software suite and cloud business. Both stocks are trading at lower valuations after recent momentum loss, presenting buying opportunities as the long-term AI story remains intact.

07/22/2026, 12:10 PM • The Motley Fool

Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News

AMD has secured Microsoft as a major customer for its Helios rack-scale server platform, with deployment beginning in the second half of 2026. This partnership, following Meta's earlier adoption, positions AMD to capture significant share in the rapidly growing AI server market expected to reach $838 billion by 2030. The news could drive stronger-than-expected Q2 earnings results on Aug. 4.

07/22/2026, 10:33 AM • The Motley Fool

SpaceX Hosts First Earnings Call Since Its IPO. Is SpaceX a Buy Ahead of the Aug. 4 Earnings Release?

SpaceX will hold its first earnings call as a public company on August 4, 2026, as the stock has fallen 40% from its post-IPO peak. The company's path to profitability depends heavily on scaling Starlink, while ambitious AI compute satellite and space infrastructure projects remain years away from profitability. Investors should watch for updates on these initiatives and potential merger speculation with Tesla.

07/22/2026, 6:10 AM • The Motley Fool

If Mark Zuckerberg Says These Words on July 29, Meta Platforms' Stock Could Skyrocket

Meta Platforms is expected to announce a cloud computing business during its Q2 earnings on July 29. If CEO Mark Zuckerberg confirms the launch, the stock could surge as it would justify the company's massive AI infrastructure spending and create a lucrative new revenue stream. However, if the announcement doesn't happen, the stock could sell off as the market has already priced in this expectation.

07/22/2026, 6:05 AM • The Motley Fool

STARTRADER Introduces 24/7 US Stock CFDs Across NVIDIA, Apple, Meta, and Leading Global Equities

STARTRADER announced the launch of 42 new 24/5 US Stock CFDs and confirmed 43 new 24/7 US Stock CFDs starting July 27, 2026, expanding its offering to 85 instruments. The 24/7 range includes major tech and financial stocks like NVIDIA, Apple, Microsoft, Meta, Amazon, and JPMorgan, enabling trading across all time zones to address market events occurring outside traditional trading hours.

07/22/2026, 3:39 AM • GlobeNewswire

CallTower and CEO Bret England Honored with Innovation Excellence Award 2026

CallTower, a global unified communications and contact center managed service provider, has been recognized with the Innovation Excellence Award 2026 alongside CEO Bret England. The award honors the company's 14-year track record of helping organizations modernize communications through integrated UC, CC/CX, and AI solutions across multiple platforms including Microsoft Teams, Webex, and Zoom.

07/22/2026, 3:05 AM • GlobeNewswire

Why AMD Stock Jumped Today

AMD stock surged 7.91% after expanding its partnership with Microsoft to deploy Helios rack-scale systems on Azure cloud computing for AI inference workloads. The integrated system combines AMD's Instinct GPUs, Venice CPUs, and networking solutions to reduce AI application costs. Despite Nvidia's dominance with over 90% market share in data center AI chips, AMD's cost-efficient approach could help it gain market share in the rapidly expanding AI market.

07/21/2026, 11:05 PM • The Motley Fool

Why Nebius Stock Soared Today

Nebius Group stock surged 18.91% after Nvidia disclosed a 9.3% equity stake (22.3 million shares) worth approximately $5 billion. The investment follows a strategic partnership announced in March between the two companies to deploy AI-focused cloud computing infrastructure. Nebius has secured over $40 billion in contracted revenue from major tech partners including Microsoft and Meta.

07/21/2026, 7:03 PM • The Motley Fool

Jamie Dimon's Latest Warning Sends Shockwaves Through Wall Street. History Is Very Clear About What Happens Next.

JPMorgan Chase CEO Jamie Dimon warned that investors are underestimating economic headwinds and are not being prudent buyers at current stock valuations. He expressed skepticism about AI spending payoffs, noting they won't materialize as expected. The S&P 500's Shiller CAPE ratio has reached levels last seen during the dot-com bubble, historically preceding market declines. However, the article notes that while pullbacks are inevitable, long-term investors who focus on quality companies and valuations can still achieve significant gains.

07/21/2026, 6:15 PM • The Motley Fool

Stock Market Today, July 21: Micron Surges 12% as Semiconductor Strength Lifts Nasdaq

Major stock indices gained on July 21, 2026, with the Nasdaq rising 1.29%, S&P 500 up 0.89%, and Dow Jones adding 0.74%. Semiconductor stocks led the rally, with Micron surging 12% and SanDisk soaring 14%. AMD gained 8% following its AI deal with Microsoft, while General Motors and AeroVironment also posted gains. The rally occurred despite geopolitical tensions and tariff concerns, with strong AI demand from South Korea supporting chip stocks.

07/21/2026, 5:03 PM • The Motley Fool

Berkshire Hathaway's New Leader Has Loaded Up on Alphabet With $10 Billion in Cash. Here's the Likely Reason.

Under new leadership, Berkshire Hathaway has significantly increased its stake in Alphabet to nearly $31 billion, making it the conglomerate's fifth-largest holding. The investment reflects confidence in Alphabet as a full-stack AI company with strong cloud computing growth and vertical integration capabilities, offering exposure to AI without excessive volatility.

07/21/2026, 4:24 PM • The Motley Fool