3 Big Takeaways From Microsoft's Earnings

Microsoft reported strong fiscal 2026 Q4 earnings with 18% revenue growth driven by cloud computing, causing shares to surge 16%. The company expects positive free cash flow in fiscal 2027 despite high AI infrastructure investments. Microsoft emphasized that CPUs are equally important as GPUs for agentic AI, signaling a shift in compute capacity ratios and benefiting CPU manufacturers.

08/03/2026, 4:15 AM • The Motley Fool

Nvidia Just Made a $2 Billion Bet on Nebius. Here's Why It Matters.

Nvidia has invested $2 billion in Nebius, providing capital, hardware, and technical support to help the AI cloud company compete with larger providers. The partnership creates a closed-loop system benefiting Nvidia through both investment returns and chip sales, though Nebius faces high expectations and significant capital requirements.

07/31/2026, 8:06 AM • The Motley Fool

Missed Out On Nebius? This Former Crypto Miner Might Be Your Second Chance.

Keel Infrastructure, a former crypto miner pivoting to AI data center infrastructure, is positioned as an alternative investment opportunity for those who missed out on Nebius Group's gains. With a 2.2-gigawatt pipeline, plans to secure three hyperscaler leases by year-end, and expected revenue acceleration in 2027, Keel's colocation model minimizes capital expenditures while attracting major tech companies seeking custom chip compatibility.

07/31/2026, 1:30 AM • The Motley Fool

Prediction: These AI Stocks Bounce Back After the Bloodbath

AI stocks experienced a significant sell-off, but the article argues that the market's reaction doesn't align with underlying fundamentals. The author suggests these stocks are positioned to bounce back from the recent decline.

07/30/2026, 2:08 PM • The Motley Fool

Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years

Nebius Group stock surged 19% after Nvidia disclosed a 9.3% equity stake worth $5 billion. The neocloud infrastructure provider, backed by Nvidia's $2 billion March investment, is positioned for significant growth in the AI data center market. Analysts project Nebius revenue could increase 7x in two years, potentially doubling the company's market cap to $110 billion by 2028 if it trades at Nasdaq multiples.

07/27/2026, 11:17 AM • The Motley Fool

4 Stocks Worth Loading Up on Before Earnings Hit

The article recommends four stocks to buy before their upcoming earnings reports, highlighting potential catalysts that could drive stock price movements during earnings season. The video covers specific investment opportunities positioned ahead of earnings volatility.

07/27/2026, 7:30 AM • The Motley Fool

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The AI infrastructure boom has created two competing groups: neocloud companies like CoreWeave and Nebius that build specialized GPU data centers, and tech hyperscalers like Microsoft, Amazon, Meta, and Alphabet. While neoclouds show explosive revenue growth, they're heavily leveraged with billions in debt and unclear profitability paths. Hyperscalers have complementary profitable businesses, stronger cash flows, and are developing custom chips to reduce GPU dependency, positioning them as the safer long-term investment.

07/26/2026, 12:15 PM • The Motley Fool

Nebius vs. Strategy: Comparing Revenue Trends Between an Artificial Intelligence Company and a Bitcoin Giant

Nebius demonstrates explosive growth with Q1 2026 revenue of $399 million (684% year-over-year increase), driven by AI infrastructure demand, while Strategy maintains flat revenues around $120 million quarterly, with its fortunes tied to Bitcoin holdings. Nebius stock surged 250% in 12 months, whereas Strategy declined 77% as Bitcoin values fell in 2026.

07/25/2026, 5:14 PM • The Motley Fool

CoreWeave Stock Fell 11.4% on Friday. The Sell-Off Is About What It's Spending, Not What It's Selling.

CoreWeave's stock dropped 11.4% on Friday despite strong revenue growth of 112% YoY and a $99.4 billion backlog. The sell-off reflects investor concerns about the company's massive capital expenditure plans ($31-35 billion in 2026 vs. $6.2 billion in trailing revenue), rapidly rising debt ($24.9 billion), and surging interest expenses ($650-730 million expected in Q2 2026). Additionally, major customer Meta is building competing cloud capacity, adding competitive pressure.

07/25/2026, 5:07 PM • The Motley Fool

Better AI Infrastructure Stock: IREN or Nebius?

The article compares two AI infrastructure stocks: IREN and Nebius. IREN offers more secured power capacity while Nebius has secured valuable hyperscaler contracts. The analysis examines whether IREN's upside potential justifies its dilution risk and whether Nebius's execution advantage warrants its higher valuation.

07/25/2026, 11:32 AM • The Motley Fool

Nebius Could Be a Big Winner in the AI Infrastructure Boom

Nebius is building specialized AI factories to address critical bottlenecks in power, cooling, networking, and computing capacity. The company differentiates itself from traditional cloud providers and could unlock significant growth opportunities in the emerging AI infrastructure market. Nvidia's 9.3% stake in Nebius has generated investor interest, though the strategy's success depends on several key factors.

07/25/2026, 11:02 AM • The Motley Fool

My 3 Favorite AI Stocks to Buy Right Now

The article highlights three AI stocks positioned to benefit from the growing AI infrastructure boom: Taiwan Semiconductor Manufacturing (TSMC), which is investing $100 billion in Arizona facilities for advanced chip production; Micron Technology, which saw net income surge 1,400% with strong DRAM demand from data centers; and Nebius Group, an AI cloud services company backed by Nvidia with $2 billion in investment and major partnerships with Meta.

07/23/2026, 1:23 PM • The Motley Fool

How the Potential $10 Billion Compute Lease Deal Between Meta Platforms and Anthropic Affects Neocloud Stocks

Meta Platforms is reportedly in early-stage talks with Anthropic for a $10 billion compute lease deal over 2 years, raising concerns among neocloud investors about potential competition. However, Meta's own massive compute needs and the strong demand from AI developers suggest neoclouds like Nebius, CoreWeave, and Iren can diversify their customer bases and secure long-term contracts ahead of potential hyperscaler competition.

07/22/2026, 3:12 AM • 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

Nebius Chairman Sells Company Shares Worth $1.4 Million. Here's a Closer Look at the Transaction.

Nebius Group Chairman John Boynton IV sold 6,958 Class A shares worth approximately $1.4 million on July 15, 2026, at a weighted average price of $197.00. The sale represented only 2% of his holdings, leaving him with ~421,000 shares valued at $84.02 million, suggesting he is locking in gains while maintaining a bullish outlook. The transaction occurred after Nebius shares surged nearly 300% over the past 12 months, driven by strong Q1 revenue growth of 684% year-over-year and a $2 billion investment from Nvidia.

07/21/2026, 2:29 PM • The Motley Fool