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

Jamie Dimon's Latest Warning Sends Shockwaves Through Wall Street. History Is Very Clear About What Happens Next.

JPMorgan Chase CEO Jamie Dimon warned that investors are underestimating economic headwinds and are not being prudent buyers at current stock valuations. He expressed skepticism about AI spending payoffs, noting they won't materialize as expected. The S&P 500's Shiller CAPE ratio has reached levels last seen during the dot-com bubble, historically preceding market declines. However, the article notes that while pullbacks are inevitable, long-term investors who focus on quality companies and valuations can still achieve significant gains.

07/21/2026, 6:15 PM • The Motley Fool

Berkshire Hathaway's New Leader Has Loaded Up on Alphabet With $10 Billion in Cash. Here's the Likely Reason.

Under new leadership, Berkshire Hathaway has significantly increased its stake in Alphabet to nearly $31 billion, making it the conglomerate's fifth-largest holding. The investment reflects confidence in Alphabet as a full-stack AI company with strong cloud computing growth and vertical integration capabilities, offering exposure to AI without excessive volatility.

07/21/2026, 4:24 PM • The Motley Fool

Warren Buffett's Berkshire Hathaway Owns Zero Pure-Play AI Stocks. But This 2016 Acquisition Gives It Exposure to the Data Center Boom.

Berkshire Hathaway gains indirect AI exposure through its 2016 acquisition of Precision Castparts, a specialty metal components manufacturer. Originally considered a failed investment during the pandemic, Precision is now thriving by supplying turbine components for gas-powered data center turbines. The subsidiary's operating cash flow surged from $900 million in 2021 to $2.4 billion last year, demonstrating how Berkshire's long-term quality-focused investment strategy can unexpectedly benefit from emerging trends.

07/21/2026, 4:05 PM • The Motley Fool

Why ASML Stock Jumped 86% in the First Half of 2026

ASML stock surged 87% in the first half of 2026, driven by strong AI capex spending and increasing demand for its EUV lithography machines. The company benefited from improving sentiment in the semiconductor sector, rising memory chip prices, and analyst upgrades. Despite strong guidance and a 17% dividend increase, the stock experienced brief pullbacks after earnings reports before surging in May and June on broader AI momentum.

07/21/2026, 3:15 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

Should You Buy Sandisk Stock Before Aug. 5? (Hint: It Soared After the Past 2 Earnings Reports)

Sandisk, a NAND flash memory provider for AI data centers, has surged 3,810% since its February 2025 spinoff. The company posted phenomenal Q3 results with 251% YoY revenue growth and 78.4% gross margin. Management guides Q4 revenue at $8B (up 321% YoY) with 80% gross margin. While the stock has historically soared after earnings, it's down 36% over the past month. At a P/E of 47, there's potential for further gains, but investors should be cautious given AI sector concerns about overspending and rapid market shifts.

07/21/2026, 1:15 PM • The Motley Fool

Poolside releases Laguna S 2.1, the West’s most capable open-weight model

Poolside released Laguna S 2.1, a 118-billion-parameter open-weight model for agentic coding that matches larger models on benchmarks while being small enough to run on a single desktop. The model is available under an OpenMDW-1.1 license and addresses the gap in Western open-weight AI options as enterprises shift toward cost-efficient, self-hosted solutions.

07/21/2026, 1:00 PM • GlobeNewswire

Want to Buy the World? This ETF Lets You Own 10,000 Stocks

The Vanguard Total World Stock ETF (VT) offers investors exposure to 10,048 stocks across 40 countries with an ultra-low 0.06% expense ratio. While it provides impressive diversification and an 18-year track record of solid performance, it has underperformed the U.S. stock market over the past 10 years, delivering 220% total returns compared to 290% for U.S.-only stocks.

07/21/2026, 12:30 PM • The Motley Fool

Had You Parked $5,000 in Nvidia Stock in 1999, Here's the Shocking Amount You'd Have Today

An analysis of Nvidia's extraordinary long-term investment returns shows that a $5,000 investment at the company's 1999 IPO would be worth $40.6 million today, representing an 813,020% return. The article highlights Nvidia's dominance in GPU technology for AI data centers, explosive revenue growth (65% year-over-year to $215 billion in fiscal 2026), and continued strong demand for its chips as tech companies compete for AI supremacy.

07/21/2026, 12:09 PM • The Motley Fool

Memory Stocks Spark a Market Rebound; Dow Jones Joins the Party

All three major stock indexes climbed together on Tuesday, driven by a semiconductor rally led by memory chip stocks. Micron surged 10.1% after Morgan Stanley predicted memory prices could rise 25% due to AI demand, while SK Hynix jumped 10.9%. The semiconductor ETF gained 5.2%, with broad-based chipmaker gains despite geopolitical tensions and trade tariff announcements. Industrial stocks like 3M and Caterpillar also contributed to the Dow's advance.

07/21/2026, 12:05 PM • The Motley Fool

Apple and Nvidia Vie for the Position as the World's Biggest Company: Which Is the Better Buy Now?

Nvidia and Apple are competing for the world's largest company position, each valued around $4.9 trillion. Nvidia has surged over 300% in three years driven by AI dominance in GPU design, while Apple has climbed 70% but lagged in AI adoption until recently. The article suggests Nvidia appears undervalued given its AI leadership and growth prospects, though cautious investors may prefer Apple's established brand strength and services revenue.

07/21/2026, 7:10 AM • The Motley Fool

Is D-Wave Quantum a Millionaire-Maker Stock?

D-Wave Quantum, despite operating in the promising quantum computing sector, is unlikely to be a millionaire-maker stock. With a $6.2 billion market cap, only $12.4 million in annual revenue, and significant losses ($368 million net loss), the company faces intense competition from tech giants and a crowded market. The stock's expensive valuation and path to profitability make it a risky investment.

07/21/2026, 6:02 AM • The Motley Fool

2 Discounted Stocks Cathie Wood Is Buying Aggressively Right Now

Cathie Wood is aggressively buying discounted AI and technology stocks that have fallen over 30% in the past month. She recently added shares of SpaceX and CoreWeave to multiple Ark funds on July 17, viewing the declines as buying opportunities. Both companies are unprofitable but positioned in high-growth sectors like space technology and AI compute infrastructure.

07/21/2026, 4:03 AM • The Motley Fool

Could Nvidia's Newest Partnership Unlock a Huge AI Growth Market?

Nvidia is expanding its AI growth strategy beyond hyperscalers through a new partnership with Palantir to help government agencies build secure, sovereign AI systems. This partnership could open a new market segment for institutional investors, potentially sparking further growth for Nvidia beyond its traditional cloud computing focus.

07/20/2026, 1:15 PM • The Motley Fool