1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool

Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.

Rather than competing to build the best AI model, Amazon is positioning itself as the infrastructure provider enabling AI adoption across industries. By leveraging AWS and its integrated ecosystem, Amazon can profit from AI growth regardless of which model dominates, similar to how pick-and-shovel sellers profited during gold rushes. The company plans to invest $200 billion in 2026 for AI data centers.

07/30/2026, 7:15 PM • The Motley Fool

Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Astera Labs, a profitable semiconductor connectivity provider with strong margins and a debt-free balance sheet but facing customer concentration risks, versus CoreWeave, a rapidly scaling cloud infrastructure platform with explosive revenue growth but significant losses and high debt. The author recommends Astera Labs despite its higher valuation due to its profitability and cash generation, while CoreWeave's aggressive expansion is consuming capital and generating substantial free cash flow losses.

07/30/2026, 5:30 PM • The Motley Fool

Stock Market Today, July 30: Amazon Soars Over 8% After Hours on Earnings Beat

Amazon surged over 8% in after-hours trading on July 30, 2026, after beating Q2 earnings expectations with strong revenue growth of 20% year-over-year to $200.61 billion and robust AWS cloud service performance. The earnings report demonstrated that the company's significant AI infrastructure investments are beginning to generate returns, though concerns remain about its negative free cash flow of $7.6 billion and substantial capex spending of $173 billion for the year.

07/30/2026, 5:22 PM • The Motley Fool

3 Stocks With the Most Upside by the End of 2026

The article identifies three stocks with significant upside potential by end of 2026: CRISPR Therapeutics, expected to generate $40M in revenue this year and $160M+ next year as its Casgevy treatment gains traction; Microsoft, trading 40% below analyst price targets as management addresses cloud/AI business challenges; and Recursion Pharmaceuticals, an AI-driven drug discovery platform trading over 100% below analyst consensus with multiple developmental milestones approaching.

07/30/2026, 4:30 PM • The Motley Fool

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge

U.S. stock markets rebounded sharply on Thursday, with the Nasdaq Composite surging 2.6% to its best day since mid-June. Microsoft led the rally, jumping 16.4% after reporting $90 billion in quarterly revenue and 43% Azure cloud growth, proving that AI investments are generating real returns. While semiconductor stocks celebrated alongside Microsoft, Meta Platforms declined 9.2% after missing earnings expectations and reporting a 91% collapse in free cash flow, highlighting the contrast between profitable and unprofitable AI spending strategies.

07/30/2026, 1:26 PM • The Motley Fool

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

Stock Market Midday, July 30: Microsoft Soars 15%, Boosting Tech Stocks

Markets recovered from yesterday's losses with the Nasdaq up 2.42% as technology stocks rallied. Microsoft surged 15.5% following strong earnings results, boosting investor confidence in AI spending. However, GDP growth slowed to 1.5% in Q2, below expectations, signaling underlying economic uncertainty despite the market rebound.

07/30/2026, 12:32 PM • The Motley Fool

CallTower Launches Enterprise Concierge Program to Deliver Premium Experience for Large-Scale Organizations

CallTower announced the launch of its Enterprise Concierge Program, a white-glove service initiative designed for large-scale organizations. The program offers strategic pre-sales planning, dedicated implementation management, and enhanced post-sale support to strengthen enterprise partnerships and improve customer experience.

07/30/2026, 3:05 AM • GlobeNewswire

Is Microsoft a Buy After Its Latest Earnings Report?

Microsoft reported better-than-expected Q4 2026 earnings with revenue and operating income up 18% YoY to $90 billion and $40.6 billion respectively. Azure cloud services showed impressive 43% YoY revenue growth. The company maintained its $175 billion annual capex forecast unchanged, differentiating itself from competitors Alphabet and Meta who increased spending guidance, causing Microsoft shares to rise 8% in after-hours trading.

07/29/2026, 9:12 PM • The Motley Fool

Stock Market Today, July 29: Stocks Slide on Hawkish Fed and Increased Middle East Tensions

Major U.S. stock indices declined on July 29, 2026, as the Federal Reserve held rates steady but three officials voted for a hike, signaling a hawkish stance. Geopolitical tensions in the Middle East and a surprise Iran missile attack further pressured equities. The S&P 500 fell 1.52%, the Dow dropped 2.19%, and the Nasdaq declined 1.74%. Energy stocks gained on higher oil prices, while industrials and technology sectors suffered significant losses.

07/29/2026, 5:01 PM • The Motley Fool

World Champions Crowned at Pearson’s Certiport 2026 Microsoft Office Specialist Competition

Pearson announced the winners of the 24th annual Certiport Microsoft Office Specialist World Championship held in Anaheim, California. The competition featured 135 finalists ages 13-22 from 36 countries competing in Microsoft Word, Excel, and PowerPoint certifications across Microsoft 365 Apps and Office 2019 categories. The championship highlights the importance of digital skills certifications in preparing students for academic and career success in an AI-driven economy.

07/29/2026, 4:38 PM • GlobeNewswire

Market Indexes Tumble on Geopolitical Tensions and Chip Stock Selloff

U.S. stock markets fell sharply on Wednesday amid renewed Middle East geopolitical tensions and ahead of the Federal Reserve's policy decision. The Dow dropped 1.7%, S&P 500 fell 1.0%, and Nasdaq declined 1.3%. Semiconductor stocks were hit hardest, with the sector extending a 10% weekly decline. Oil prices surged over 6% on Iran tensions, pressuring energy-dependent companies across sectors.

07/29/2026, 1:29 PM • The Motley Fool

The Real Reason Alphabet Could Win More of the AI Boom

Alphabet has built a comprehensive AI infrastructure stack spanning custom TPUs, data centers, Gemini, Search, YouTube, and Cloud services. This integrated ecosystem could provide significant cost advantages, strengthen profit margins, and create a durable competitive advantage that Wall Street may not have fully recognized.

07/29/2026, 11:37 AM • The Motley Fool

Anteriad Releases B2B Healthcare Marketing Report: Healthcare Companies Are Growing, and Their Marketers Are Ready to Take Control of the Data

Anteriad released its 2026 B2B Healthcare Marketing Edge Report based on 127 healthcare marketers, revealing that B2B healthcare marketers are outperforming the broader market with 33% hitting goals versus 28% overall. Key trends include increased investment in paid search (45%) and digital audio (38%), and widespread adoption of buying groups (43%). However, marketers face significant challenges with data quality (48% cite lack of reliable sources) and compliance requirements (44%), while nearly one-third experienced budget decreases despite strong performance.

07/29/2026, 10:49 AM • GlobeNewswire