Prediction: Lisa Su Will Deliver Great News for Advanced Micro Devices (AMD) Investors on Aug. 4

AMD is expected to deliver bullish guidance during its Q2 2026 earnings call on Aug. 4, driven by strong data center GPU demand and new MI450 series deployments from major customers like OpenAI and Meta. However, AMD's stock trades at a P/E ratio of 121.8—nearly four times higher than Nvidia's 32.2—making valuation a concern despite positive business fundamentals.

07/14/2026, 5:35 AM • The Motley Fool

SpaceX Stock Nears IPO Price as Investors Weigh Debt Sale, Lockups

SpaceX stock has declined significantly from its IPO peak of $200+ to near its $135 offering price, shedding over $800 billion in market value. The decline is attributed to concerns over the company's first-ever debt issuance and upcoming insider lockup expirations that could increase selling pressure. Despite the pullback, Wall Street remains optimistic with Morgan Stanley initiating coverage at an Overweight rating and $300 price target. The company's first quarterly earnings report in early August will be a key test for whether its operating performance can support its premium valuation.

07/14/2026, 5:04 AM • Investing

ESET Research discovers vulnerable UEFI shims undermining devices’ Secure Boot

ESET researchers discovered 11 old Microsoft-signed UEFI shim bootloaders with decade-old vulnerabilities that allow attackers to bypass UEFI Secure Boot on most UEFI-based systems. The vulnerable binaries, found in versions 0.9 and below from various software packages including PC-diagnostic tools and Linux distributions, have been revoked by Microsoft. Attackers can exploit these to deploy malicious UEFI bootkits even on systems with Secure Boot enabled, regardless of installed OS.

07/14/2026, 5:00 AM • GlobeNewswire

President Trump Sells Micron Stock and Buys an AI Stock Up 1,340% Since 2023

President Trump's investment accounts have been net sellers of Micron Technology while net buyers of Nvidia year-to-date through May 2026. Despite Micron's impressive 345% revenue growth and new multiyear supply contracts, Trump's accounts sold $90K-$116K of the stock. Meanwhile, they purchased $246K-$3.7M of Nvidia, which dominates the AI infrastructure market with 80%+ GPU market share and is expanding into CPUs and PC markets.

07/14/2026, 4:24 AM • The Motley Fool

Meta Platforms May Be Launching a Cloud Business: Should Amazon Be Worried?

Meta Platforms is reportedly exploring launching a cloud business to monetize excess AI computing capacity, potentially competing with Amazon's AWS. However, analysts suggest Amazon shouldn't be concerned due to rapid AI infrastructure growth ($318B in 2025, projected to exceed $1T by 2029), AWS's comprehensive service offerings beyond computing capacity, and strong competitive moats from switching costs. Amazon continues to accelerate cloud revenue despite competition from Microsoft and Alphabet.

07/14/2026, 3:15 AM • The Motley Fool

Data Center Chip Market Size to Hit $56.80 Billion by 2035 | SNS Insider

The global data center chip market, valued at $22.50 billion in 2025, is expected to reach $56.80 billion by 2035, growing at a CAGR of 9.70%. Growth is driven by generative AI workload demand, hyperscaler capital expenditure commitments of $300 billion in 2025, and enterprise AI adoption. GPUs are expected to register the highest growth rate, while large hyperscale data centers dominate with 68.04% market share. North America leads globally with 35.73% market share, while Europe and Asia-Pacific show strong growth trajectories.

07/14/2026, 2:30 AM • GlobeNewswire

ROSEN, A LEADING AND RANKED FIRM, Encourages Microsoft Investors to Secure Counsel Before Important Deadline in Securities Class Action – MSFT

A securities class action lawsuit has been filed against Microsoft Corporation for allegedly making false and misleading statements regarding its Copilot AI products. The lawsuit claims Microsoft failed to disclose significant technical problems with Copilot, underperformance compared to competitors, and the need for billions in additional capital expenditures. Investors who purchased MSFT stock between May 1, 2025 and January 28, 2026 may be eligible for compensation. The lead plaintiff deadline is August 11, 2026.

07/13/2026, 5:53 PM • GlobeNewswire

Cboe Global Markets to Launch Extended Hours for Single-Stock Options. Here's Why It Wins When Volatility Spikes.

Cboe Global Markets is launching extended trading hours (7:30 a.m. to 4:15 p.m. ET) for single-stock options on approximately 20 mega-cap stocks including the Magnificent Seven. The move is expected to boost revenue through increased trading volume and fees, particularly when market volatility is high. Cboe had a record Q1 with 29% revenue growth and 54% earnings growth, though the stock has since pulled back from its May peak. With the VIXEQ (single-stock volatility index) at historically high levels, Cboe is positioned to benefit if volatility persists.

07/13/2026, 5:05 PM • The Motley Fool

AI Use in Cybersecurity Jumped From 50% to 78% in a Year. AI-Related Failures Rose Sharply Too. New SANS Institute Survey Reveals a Governance Gap.

The 2026 SANS Institute survey reveals rapid AI adoption in cybersecurity (50% to 78% in one year), but governance and workforce structures have not kept pace. While 78% of organizations report AI-enabled attacks and red teaming adoption jumped to 61%, 63% of practitioners report significant AI shortcomings in threat detection. The report highlights a critical gap between deployment speed and proper oversight, with human expertise remaining essential for effective defense.

07/13/2026, 3:29 PM • GlobeNewswire

The Vanguard S&P 500 ETF Is Unstoppable, but This 1 Investment Could Be Safer Right Now

The S&P 500 has delivered strong 15% average annual returns over the past decade, but the index has become increasingly concentrated with 40% in tech stocks and 40% in just the top 10 holdings. This concentration poses risk if tech stocks correct. The Invesco S&P 500 Equal Weight ETF offers a more diversified alternative with better sector balance and lower volatility while maintaining U.S. large-cap equity exposure.

07/13/2026, 1:30 PM • The Motley Fool

Should You Buy Microsoft Stock Before July 29?

Microsoft stock has declined approximately 20% in 2026 amid concerns about AI and software sector weakness. The company will report year-end earnings on July 29, with guidance expected to be crucial for investors. While the stock has historically fallen after recent earnings releases, the article suggests that Microsoft's reasonable valuation (23x trailing earnings), robust business, and growth opportunities make it a solid long-term buy despite short-term uncertainties around Azure growth and Xbox turnaround efforts.

07/13/2026, 1:05 PM • The Motley Fool

Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs

Starbucks is developing proprietary AI systems to replace legacy software from Microsoft and IBM, targeting $400 million in annual software spending. This shift from recurring licensing fees to internally-built infrastructure represents a structural change in enterprise strategy, converting operating expenses to capital expenditures. The move reflects broader pressure from rising commodity costs and labor wages, while signaling potential systemic risk for traditional software vendors as other Fortune 500 companies may follow suit.

07/13/2026, 11:06 AM • Investing

In 7 Words, Kevin Warsh Just Sent the Clearest Signal Yet About Where Interest Rates Are Headed in 2026

Federal Reserve Chair Kevin Warsh signaled a hawkish stance on inflation at a recent Central Banking forum, stating 'prices are too high.' This comment has led markets to price in a 52% probability of a quarter-point rate increase in September 2026, with another expected in March 2027. Despite initial expectations that Warsh would support lower rates, his focus on price stability suggests a more hawkish approach than anticipated.

07/13/2026, 8:05 AM • The Motley Fool

AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays.

AI data center capital expenditures are projected to reach $750 billion in 2026, significantly exceeding Goldman Sachs' revised estimates of $527 billion. Micron Technology and Taiwan Semiconductor Manufacturing (TSMC) are positioned as top pick-and-shovel plays to benefit from the massive hyperscaler spending on AI infrastructure, with both companies showing strong revenue and earnings growth driven by surging demand for memory chips and advanced processors.

07/13/2026, 7:30 AM • The Motley Fool

Jeff Bezos Backed Grail Before It Lost Half Its Value. Here's Whether He Was Early -- or Just Wrong.

Grail's stock crashed 50% in February after its NHS-Galleri multi-cancer early detection test failed to meet its primary endpoint of reducing late-stage cancer detection. However, the stock has partially recovered on optimism about favorable results in 12 specific cancer types. The company's future depends on FDA approval and insurer adoption, which will hinge on cost-benefit analyses by medical insurers.

07/13/2026, 7:15 AM • The Motley Fool