This Newly Public Nuclear IPO Is Already Using AI to Speed Up Reactor Design. Is It a Buy?

X-Energy, a newly public nuclear company, is leveraging AI through Project Prometheus to accelerate reactor design, licensing, and manufacturing. With major customers like Amazon, Dow Inc., and Centrica, plus an 11.5-gigawatt pipeline, the company has strong tailwinds but faces significant execution risks in licensing, construction, and financing.

08/30/2026, 4:05 PM • The Motley Fool

Nvidia Just Delivered Bad News for AMD and Intel

Nvidia delivered strong Q2 earnings with 70% expected annual revenue growth for fiscal 2028, significantly exceeding Street expectations of 44%. The company is rapidly expanding into the CPU market with its new Vera CPU for AI agents, projecting $20 billion in CPU revenue for fiscal 2027 and expecting that to more than double in fiscal 2028. This aggressive expansion into CPUs—traditionally dominated by AMD and Intel—poses a competitive threat to both companies, though the growing agentic AI market may provide room for all players.

08/30/2026, 11:22 AM • The Motley Fool

Nvidia Stock Won't Be Overvalued by 2028: My Case for Buying NVDA Today

The author argues that Nvidia is richly valued but not overpriced, with valuation multiples below historical averages despite strong AI-driven growth. With $250B+ in revenue and 90% from data center/AI accelerators, analysts project revenue reaching $550B+ by 2028. If management delivers expected growth, today's price could appear reasonable by 2028, though risks include slowing AI demand, rising competition, custom chips, and margin pressure.

08/30/2026, 7:15 AM • The Motley Fool

Is This the Single Best Reason to Buy Amazon Stock Right Now?

Amazon's AWS division is identified as the primary driver for future stock outperformance. With a 39% operating margin compared to 7.8% for e-commerce, AWS generates 5x more profit per dollar and accounts for 60% of operating income. AWS revenue grew 37% year-over-year in Q2, and with massive data center investments coming online, the company is positioned to accelerate operating profit growth faster than revenue growth.

08/30/2026, 7:05 AM • The Motley Fool

VOO vs. RSP: If AI Stocks Get Too Concentrated, Here's Which One I'd Choose

The Vanguard S&P 500 ETF (VOO) has become heavily concentrated in mega-cap tech stocks, with its top 10 holdings accounting for nearly 40% of assets and surpassing dot-com bubble concentration levels. The Invesco S&P 500 Equal Weight ETF (RSP) offers an alternative by weighting all 500 S&P 500 stocks equally, reducing concentration risk. While VOO has delivered strong returns driven by AI enthusiasm, the author suggests switching to RSP if concentration exceeds 50% to protect against potential AI stock corrections.

08/30/2026, 6:24 AM • The Motley Fool

History Says This Is What Happens to Nvidia Stock in September

September historically shows weakness for the S&P 500 (avg -1.3%) and Nvidia (avg -0.8%) over 2016-2025. Despite Nvidia's strong Q2 FY2027 results with 106% revenue growth and impressive fundamentals, the article advises focusing on long-term prospects rather than short-term seasonal trends. Key risk: potential slowdown in AI infrastructure spending could pressure the stock despite current attractive valuation.

08/30/2026, 6:05 AM • The Motley Fool

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Rather than betting on which AI chip company will dominate, the author advocates for investing in electricity and utility stocks. Using a 'picks-and-shovels' investment strategy, he argues that regardless of which chipmaker wins the AI race, all AI systems require reliable electricity. He recommends utility stocks like NextEra Energy, Southern Company, Brookfield Renewable Partners, and Black Hills as safer bets that benefit from AI growth while providing dividend income.

08/29/2026, 12:15 PM • The Motley Fool

Caterpillar's Power Generation Business Is Nearly as Big as Its Construction Segment. Here's What That Shift Means for the Stock's Multiple

Caterpillar's power generation unit has become nearly as large as its construction segment, driven by AI data center demand for generators and turbines. The power and energy division generated $8.2B in revenue with $2B in operating profit last quarter, exceeding construction metrics. With a $72B order backlog growing 92% YoY, the company is being valued like an AI infrastructure beneficiary at a forward P/E of 30+, though analysts see further upside potential.

08/29/2026, 9:30 AM • The Motley Fool

This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

08/28/2026, 6:15 PM • The Motley Fool

Prediction: Nvidia's Data Center Business Alone Clears $100 Billion in a Quarter This Fiscal Year

Nvidia's data center business generated $89.0 billion in Q2 FY2027, representing 92.5% of total revenue. Based on current guidance and growth trends, analyst Daniel Sparks predicts the data center division will exceed $100 billion in quarterly revenue by the end of fiscal 2027 in January, with the October quarter having a decent chance of reaching this milestone first. The prediction relies on maintaining current revenue mix and Nvidia meeting its $108 billion guidance for Q3.

08/28/2026, 4:38 PM • The Motley Fool

A Hawkish Fed Speech Turns a Green Morning Red

U.S. stock markets reversed early gains after Federal Reserve Chair Kevin Warsh delivered a hawkish Jackson Hole speech, signaling that rate cuts are unlikely in 2026 and potential rate hikes remain on the table. The speech caused the S&P 500 to fall 0.13% and the Nasdaq to drop 0.30%, with growth stocks like Nvidia particularly hard hit. The two-year Treasury yield jumped significantly and September rate hike odds increased to roughly 50%.

08/28/2026, 2:13 PM • The Motley Fool

Here's Why Micron Stock Can Double Next Year

Micron Technology has tripled in value this year and could double again in 2027, driven by strong fundamentals including 346% revenue growth and a low 6x forward P/E ratio. Multi-year customer agreements reduce cyclical risks, while emerging physical AI applications like robotaxis and humanoid robots promise sustained demand for memory chips.

08/28/2026, 12:17 PM • The Motley Fool

If I Could Invest in Just 1 ETF in 2026, Here's What I'd Buy

The article recommends Invesco's NASDAQ 100 ETF (QQQM) as a single ETF choice for 2026 investors. QQQM tracks the 100 largest non-financial Nasdaq stocks with a low 0.15% expense ratio and has outperformed the S&P 500 over the past five years (98% vs 84% total return). The fund offers exposure to high-growth tech companies like Nvidia, Microsoft, and Apple, making it suitable for long-term investors seeking simplicity with higher growth potential than broader market indices.

08/28/2026, 11:05 AM • The Motley Fool

Own VOO? Here's the Problem With Adding This Popular Growth ETF.

While the Vanguard S&P 500 ETF (VOO) and Invesco NASDAQ 100 ETF (QQQM) are both strong performers, combining them creates excessive tech sector concentration with 53% portfolio overlap. Seven mega-cap stocks account for roughly one-third of both funds. A 50/50 split between these ETFs allocates about half the portfolio to tech, which poses significant risk if market leadership shifts, though it may be justified for those betting on AI.

08/28/2026, 10:30 AM • The Motley Fool

Software-defined Commercial Vehicle Market worth $7.29 billion by 2035 — MarketsandMarkets™

The global software-defined commercial vehicle (SDCV) market is expected to reach USD 7.29 billion by 2035, representing approximately 19x growth from 2030. Growth is driven by centralized computing, electrification, cloud-based fleet management, autonomous driving, and recurring software-based revenue models. Europe and North America lead the market, with trucks growing faster than buses. Major OEMs and technology providers are accelerating development through strategic collaborations and investments in vehicle operating systems and cloud-connected platforms.

08/28/2026, 10:00 AM • GlobeNewswire