What to Invest in for the Next 5 Years: My Prediction Is Boring, and That's the Point

The author predicts AI stocks will continue to rally over the next 5 years, citing strong growth from chipmakers like Nvidia and Broadcom, as well as hyperscalers investing heavily in AI infrastructure. Broadcom expects AI chip revenue to double to $115B in fiscal 2027 and again to $230B in fiscal 2028, while Nvidia anticipates 70% YoY revenue growth in fiscal 2028. The author also highlights smaller infrastructure companies like Nebius and Iren as potential opportunities in the AI supply chain.

09/06/2026, 12:08 PM • The Motley Fool

Despite Revenue Skyrocketing More Than 100%, Nvidia Stock Trades at 24 Times Forward Earnings. Is the Market Warning Investors About What's to Come?

Nvidia's revenue surged 106% year-over-year with diluted EPS up 128%, yet the stock trades at a forward P/E of 24.2, suggesting the market is pricing in uncertainty about the durability of the AI boom. While hyperscaler capex and AI adoption metrics remain robust, investors worry about potential slowdowns in enterprise AI spending and the sustainability of current growth rates.

09/06/2026, 9:15 AM • The Motley Fool

Bill Gates Says He Still Won't Invest in Crypto, Calls It a "Pure Mania-Driven Asset." Here's Why He's Right.

Bill Gates reiterates his stance against cryptocurrency investment, describing Bitcoin as a 'mania-driven asset' lacking fundamental value. Unlike stocks in productive companies that generate revenue and earnings, Bitcoin's value depends solely on future buyer demand. While Bitcoin could continue appreciating, Gates argues that diversified stock portfolios offer a more tangible foundation for long-term wealth building.

09/05/2026, 7:30 PM • The Motley Fool

Most Investors Overpay for AI Hype. Nvidia Is the Exception.

Nvidia's AI business is delivering exceptional results with Q2 FY2027 revenue doubling to $96.2B and strong free cash flow of $69.9B. While the stock trades at 25x current earnings, the valuation becomes more reasonable at 15x forward FY2028 estimates. The company's upcoming Vera Rubin platform and expanding revenue per data center offer significant growth potential, but risks include massive future spending commitments ($366B), margin pressure, and dependence on customers achieving adequate returns from their AI infrastructure investments.

09/05/2026, 10:09 AM • The Motley Fool

Schwab U.S. Dividend Equity vs. Vanguard Dividend Appreciation: Which ETF Looks Better for Your Portfolio?

Schwab U.S. Dividend Equity ETF (SCHD) offers nearly double the dividend yield of Vanguard Dividend Appreciation ETF (VIG) at 3% versus 1.5%, with a value-focused portfolio in healthcare and consumer defensives. VIG emphasizes technology stocks and requires 10-year dividend growth streaks. SCHD showed stronger one-year returns (29.5% vs 17.1%) and lower volatility, making it the analyst's preferred choice for income investors seeking higher yields.

09/05/2026, 8:15 AM • The Motley Fool

What Move Will SpaceX Stock Make After Sept. 9? The Evidence Is Piling Up, and Here’s What It Shows.

SpaceX stock has declined below its IPO opening price despite strong initial performance. The company operates in high-growth markets including AI, space, and satellite connectivity, with adjusted EBITDA of $1.1 billion in its AI segment. An upcoming share lockup expiration on Sept. 9 may trigger stock movement, though historical data from previous unlocks shows mixed results. The article cautions that SpaceX remains a risky investment despite its growth potential.

09/05/2026, 4:03 AM • The Motley Fool

Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026

The article compares two AI infrastructure companies: Applied Digital (APLD), which designs next-generation data centers for AI workloads, and IREN (IREN), which is transitioning from crypto mining to AI cloud services. While Applied Digital has lower valuation multiples, IREN offers lower leverage (1.9x vs 2.9x debt-to-equity), vertical integration, and renewable energy advantages. The author recommends IREN despite both companies facing significant capital requirements and operational risks.

09/04/2026, 9:09 PM • The Motley Fool

Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call, and That Was Enough to Put Artificial Intelligence (AI) Bubble Fears to Rest

Nvidia CEO Jensen Huang's single use of the word 'visibility' during earnings signals the company's unprecedented insight into AI infrastructure demand across land, power, and supply chains. With top hyperscalers expected to spend $800 billion on capex in 2026 and $1.3 trillion in 2027, Nvidia's 70% revenue growth guidance and strategic equity stakes in networking and optical companies position it as the architect of AI factories rather than just a chip vendor, suggesting secular demand rather than a bubble.

09/04/2026, 4:08 PM • The Motley Fool

Physical AI Infrastructure Market to Reach $327.21 Billion by 2035 as Robotics and Autonomous Systems Accelerate Global Demand | Research by SNS Insider

The global Physical AI Infrastructure Market is projected to grow from $14.20 billion in 2025 to $327.21 billion by 2035, with a CAGR of 36.91%. Growth is driven by deployment of AI systems in robotics, autonomous vehicles, smart factories, and edge computing. North America leads with 37% market share, while Asia-Pacific shows the fastest growth at 38.56% CAGR. Compute infrastructure and cloud deployment models dominate, with industrial automation and humanoid robotics as key applications.

09/04/2026, 2:30 PM • GlobeNewswire

NuScale Just Turned AI on Itself. Here's What That Means for the Stock.

NuScale Power is implementing specialized AI tools from Nuclearn and NPX to streamline its engineering, regulatory, and knowledge work for small modular reactor (SMR) development. The AI implementation reduced information search and verification time by up to 80%, addressing operational bottlenecks. However, the company remains in pre-commercial stages with only one secured project in Romania and is seeking a major deal with the Tennessee Valley Authority.

09/04/2026, 1:32 PM • The Motley Fool

Satya Nadella Has Delivered a More Than 10X Return for Microsoft Shareholders Since Becoming CEO in 2014, a 30% Annualized Growth Rate. Is That Pace Still Achievable From Here?

Under CEO Satya Nadella's leadership since 2014, Microsoft has delivered a 1,570% total return (29.7% annualized), transforming the company through cloud and AI initiatives. However, with Microsoft now valued at $3.69 trillion, analysts suggest maintaining such high growth rates going forward is unlikely, though the company remains well-positioned as a market-beating investment.

09/04/2026, 1:20 PM • The Motley Fool

If a Bear Market Is Coming, Is VOO or VTI the Safer Investment?

The article compares two popular Vanguard ETFs for bear market resilience: VOO (S&P 500 ETF) and VTI (Total Stock Market ETF). While both are heavily concentrated in large-cap tech stocks, VTI is recommended as the safer choice due to its broader diversification including small- and mid-cap stocks, which historically outperform during market recoveries despite sharper declines during downturns.

09/04/2026, 11:17 AM • The Motley Fool

Breakfast News: Week in Review

Nvidia agreed to acquire Hugging Face for $13 billion in a defensive move as customers develop competing chips, while MongoDB beat earnings expectations but fell 15% due to slower Q3 guidance. Token prices hit record lows, pressuring AI companies' business models. Uber cut 10% of workforce while lobbying against robotaxi regulations, and the Fed signals potential rate hold, impacting expensive AI stocks.

09/04/2026, 7:30 AM • The Motley Fool

Bill Ackman Says Pershing Square Has Achieved a 20% Gross Annual Return Since Inception and Aims to Keep Beating That Bar. Can His Newly Launched Funds Live Up to the Track Record?

Bill Ackman's Pershing Square hedge fund has delivered a 20% gross annual return since its 2004 inception, outperforming the S&P 500's 11%. The newly launched Pershing Square USA closed-end fund, which tracks the core strategy with a concentrated portfolio of 12 stocks, has declined 21% since its April IPO at $50 per share. Ackman plans to launch Pershing Square Ventures later in 2026 to provide public investors access to pre-IPO, high-growth companies.

09/04/2026, 1:30 AM • The Motley Fool

Sandisk Stock: Buy, Sell, or Hold?

Sandisk stock has quintupled year-to-date and appears poised for further gains as Samsung's announcement of multiyear memory chip deals with Nvidia, Microsoft, and Alphabet through 2031 intensifies the memory shortage. Sandisk is growing faster than Samsung (372% vs 130% YoY revenue growth) and securing similar long-term contracts, providing revenue visibility and pricing power. With a 77% net profit margin and only a 20 P/E ratio, the company is well-positioned to capitalize on sustained AI-driven demand for memory chips.

09/02/2026, 2:12 PM • The Motley Fool