Cerebras Systems vs. IonQ: Which Tech Stock Is a Better Buy in 2026?

The article compares two high-performance computing companies: Cerebras Systems, which specializes in AI hardware with wafer-scale chips, and IonQ, which develops quantum computing systems. While Cerebras shows strong 75.7% revenue growth, IonQ demonstrates superior momentum with 202% revenue growth in 2025 and 287% YoY growth in Q2 2026. The author recommends IonQ as the better buy due to its faster scaling, cleaner balance sheet (0.0x debt-to-equity), and positioning in the emerging quantum computing market, despite both companies operating at significant losses.

09/12/2026, 9:11 AM • The Motley Fool

The $760 Billion AI Risk That Nobody Is Talking About. But Should.

Amazon, Alphabet, Microsoft, and Meta are expected to spend $760 billion on AI infrastructure capex in 2026, an 80% increase from 2025. While AI demand is real and supported by customer commitments, investors should question whether this massive spending will generate attractive returns long-term. The risk lies in potential overcapacity if AI becomes more efficient, computing costs drop, or demand doesn't materialize as expected—similar to previous technology cycles.

09/12/2026, 7:03 AM • The Motley Fool

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

The article compares Arm Holdings and Credo Technology Group as semiconductor investment options in 2026. Arm provides chip architecture blueprints with a strong royalty-based business model and 93.88% gross margins, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth and 35.4% net margins. The author recommends Credo despite its customer concentration risk, citing its impressive triple-digit growth trajectory and essential role in AI data center infrastructure.

09/11/2026, 2:35 PM • The Motley Fool

There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends.

Chevron stands out among Dow stocks with a 3.4% dividend yield, more than double the index average. Beyond traditional oil operations, the company's emerging power business—including a 20-year Microsoft contract to supply electricity to a Texas data center—offers more predictable cash flow. Additional growth drivers include new oil discoveries in Angola, expanded base oils distribution, and planned Venezuelan production increases.

09/11/2026, 3:05 AM • The Motley Fool

Advanced Micro Devices vs. Nvidia: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Nvidia as AI chip investments for 2026. While AMD shows strong growth with 34.3% revenue increase and successful partnerships, Nvidia dominates with 65.5% revenue growth, 55.6% net margins, and $96.7B in free cash flow. The author recommends Nvidia for long-term investors due to its superior scale, ecosystem depth, and industry lock-in, though AMD is presented as a reasonable lower-priced alternative.

09/10/2026, 2:31 PM • The Motley Fool

BigBear.ai vs. Innodata: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI-focused service providers: BigBear.ai, which provides decision intelligence for government and defense sectors, and Innodata, which offers data engineering services for generative AI models. While BigBear.ai faces revenue decline and significant losses, Innodata demonstrates strong growth with 12 consecutive quarters of year-over-year revenue increases and improved profitability. The analyst recommends Innodata as the stronger pick for 2026, citing its execution and improving business quality, though both companies face customer concentration risks.

09/10/2026, 2:15 PM • The Motley Fool

Where Will Nebius Stock Be in 3 Years?

Nebius Group, an AI cloud infrastructure company, has secured over $40 billion in customer commitments and achieved 454% revenue growth in Q2 2026. However, the analyst projects a wide valuation range of $125-$835 per share by 2029, depending on per-megawatt pricing trends. The company faces significant shareholder dilution from convertible notes and massive capital expenditures ($8.1 billion in H1 2026), leading the analyst to remain on the sidelines until pricing stability is confirmed.

09/10/2026, 8:07 AM • The Motley Fool

Proofpoint Expands AI-Powered Investigations to Microsoft 365 and Deepens Insider Risk Visibility into AI Activity

Proofpoint announced enhancements to its Prism Investigator and Human Communications Intelligence capabilities, enabling direct connections to Microsoft 365 for AI-driven investigations and incorporating AI interactions into insider threat investigations. The updates aim to help organizations investigate insider risk faster by understanding intent across both human and AI communications.

09/10/2026, 4:59 AM • GlobeNewswire

Amazon Plans to Spend More Than $200 Billion on AI. Is That a Smart Move?

Amazon plans to spend $220 billion on capital expenditures in 2026, with a significant portion directed toward AI infrastructure. While this represents a massive bet on AI's future, AWS's strong 37% revenue growth and 63% operating income increase suggest customer demand justifies the investment. However, risks remain around return on investment and potential industry overcapacity, as major tech companies collectively spend $760 billion on AI capex in 2026.

09/09/2026, 9:15 AM • The Motley Fool

I'm Not Worried About a Bear Market in 2026. Here's Why.

The author argues that long-term investors shouldn't fear bear markets, as they present buying opportunities through dollar-cost averaging. Using the Vanguard Morningstar Total Stock Market ETF as an example, the article demonstrates that even investing before the 2022 bear market would have yielded positive returns today. The key strategy is to maintain a diversified portfolio and stick to an investment plan rather than attempting to time the market.

09/09/2026, 7:30 AM • The Motley Fool

ServiceNow Jumps 25% in 3 Months: Buy, Sell or Hold the Stock?

ServiceNow's AI business surpassed $1B in ACV in Q2 2026 with 40%+ sequential growth, and subscription revenues rose 24.5% to $3.88B. However, intensifying competition from Microsoft, Oracle, and Salesforce in enterprise AI and workflow automation, combined with margin pressure from acquisitions and a premium valuation (8X forward P/S), has led to a Zacks Rank #4 (Sell) rating.

09/08/2026, 2:37 PM • Zacks

AI in Pharmaceutical Market to Hit USD 48.43 Billion by 2035, Growing at 31.76% CAGR – SNS Insider

The global AI in pharmaceutical market is projected to grow from USD 3.07 billion in 2025 to USD 48.43 billion by 2035, with a CAGR of 31.76%. The U.S. market is expected to reach USD 15.10 billion and Europe USD 12.60 billion by 2035. Growth is driven by generative AI, adaptive trials reducing patient enrollment by 40%, regulatory endorsement including FDA's qualification of AIM-NASH, and increased venture capital investment in AI-first drug discovery platforms.

09/07/2026, 8:30 AM • GlobeNewswire

The Stock Market Has Not Been This Expensive Since the Dot-com Bubble's Peak. History Says to Prepare for What Might Come Next.

The S&P 500's Shiller CAPE ratio has reached its highest level since the dot-com bubble peak, driven by unsustainable AI-related earnings gains and massive capital expenditures. While super-intelligent AI could justify current valuations, the market faces significant downside risk. Investors should maintain diversified portfolios rather than betting heavily on either scenario.

09/07/2026, 7:30 AM • The Motley Fool

Nuclear Stock Face-Off: Is Constellation Energy or Vistra the Better Buy Right Now?

Constellation Energy operates the largest U.S. nuclear portfolio with over 22 GW capacity and has signed major 20-year power agreements with Microsoft and Meta. Vistra has a smaller 6.4 GW nuclear portfolio but has secured substantial long-term contracts with Meta and AWS. While Constellation deserves a premium valuation, Vistra offers a stronger risk-reward proposition at 14.4x forward earnings compared to Constellation's 22.4x, combined with aggressive share buybacks and additional growth catalysts.

09/06/2026, 10:02 PM • The Motley Fool

Forget AI Stocks: This Clean-Power Play Is the Real Winner

The article argues that instead of investing in volatile AI stocks, investors should consider Brookfield Renewable, a clean energy company positioned to benefit from AI's massive electricity demands. With projected 60% growth in U.S. electricity demand by 2045 and a ~5% dividend yield with consistent 5% annual growth, Brookfield Renewable offers more stable returns than speculative AI plays.

09/06/2026, 4:15 PM • The Motley Fool