Nvidia's Buybacks, Sky-High Margins, and TCO Claims

Rising memory costs and hyperscaler in-house solutions are challenging vendors' gross margins and total cost of ownership claims. Nvidia's increased focus on buybacks and dividends may signal a transition from hyper-growth to a more mature phase, potentially reshaping investor valuation assumptions.

06/11/2026, 2:30 PM • The Motley Fool

This Vanguard ETF Has Outperformed the Company's S&P 500 Fund for Years. Most Investors Have Never Heard of It.

The Vanguard U.S. Momentum Factor ETF (VFMO), a lesser-known actively managed fund, has outperformed Vanguard's S&P 500 ETF since its 2018 inception with a 26.2% annualized three-year return versus 21.3%. Using a rules-based quantitative model to identify stocks with strong recent performance, the fund offers significant diversification from broad market funds with only 23% overlap and lower concentration risk, though it carries roughly 30% higher volatility due to its 29% small-cap allocation.

06/11/2026, 2:30 PM • The Motley Fool

Billionaire Ron Baron Believes SpaceX Will Be Worth $30 Trillion by 2040. Here's Why That's Not Egregious.

Investment manager Ron Baron predicts SpaceX could reach a $30 trillion valuation by 2040, representing over 1,600% growth from its $1.75 trillion IPO valuation. While ambitious, the prediction is supported by SpaceX's diverse business portfolio including space-launch services, Starlink satellite broadband (10.3M subscribers), and AI infrastructure, which collectively represent $28 trillion in addressable market opportunities. The company would need average annual gains exceeding 20% for 14 years, a feat previously achieved by Amazon.

06/11/2026, 1:05 PM • The Motley Fool

Why the AI capex cycle may just be beginning

Despite concerns about an AI bubble similar to the dot-com era, CoBank's analysis suggests AI infrastructure spending will continue due to strong profitability across the ecosystem, robust returns on invested capital, and explosive application growth. U.S. hyperscalers spent $400 billion in 2025 with expectations to reach $700 billion in 2026, driven by Amazon, Microsoft, Meta, and Google. Key differences from the dot-com bubble include healthier cash flows, established revenue streams, and no excess capacity in AI infrastructure.

06/11/2026, 12:52 PM • GlobeNewswire

KKR Launches Helix Digital Infrastructure With $10B Backing

KKR launched Helix Digital Infrastructure, a new venture backed by over $10 billion in committed capital to finance and deploy data centers, power, and connectivity for AI hyperscalers. Led by former AWS CEO Adam Selipsky and supported by partnerships with Kuwait Investment Authority, NVIDIA, and Vistra, the initiative represents KKR's major push into the growing AI market. However, KKR stock shows bearish technical indicators with a 24.59% 12-month decline and a death cross pattern, though analysts maintain a Buy rating with a $122.50 price target.

06/11/2026, 12:30 PM • Benzinga

Artificial Intelligence (AI) ETF Showdown: Vanguard's VGT vs. the iShares SOXX

The article compares two technology-focused ETFs: Vanguard's VGT offers broad exposure to 310 tech companies with a low 0.09% expense ratio, while iShares' SOXX provides concentrated exposure to 30 semiconductor stocks with a higher 0.34% expense ratio. SOXX has delivered superior 1-year returns (139.72% vs 42.87%) but exhibits greater volatility and risk, making it suitable for investors seeking aggressive semiconductor exposure. VGT appeals to those wanting diversified AI sector exposure across software and hardware.

06/11/2026, 12:30 PM • The Motley Fool

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

While investors focus on semiconductor giants like NVIDIA, infrastructure companies supporting AI data center buildout are delivering stronger earnings and better value. Marc Chaikin identifies three stocks—Argan, MasTec, and Quanta Services—that are positioned to benefit from the multi-year expansion of power plants, electrical grids, and construction needed for AI infrastructure.

06/11/2026, 12:27 PM • Investing

SpaceX IPO Fears Are Overblown, But the AI Bet Is Real

Brett Eversole argues that concerns about SpaceX's $75 billion IPO causing market disruption are overblown, given the scale of daily market volumes and private capital absorption. However, the real story is SpaceX's $26.5 trillion addressable market in enterprise AI, not its space business. The company may face a 30-40% pullback within 12 months similar to Meta's 2012 IPO, but represents a longer-term AI infrastructure play as the market enters Phase Two of enterprise AI adoption.

06/11/2026, 11:17 AM • Investing

Is Bloom Energy Impossible to Ignore Right Now? Here's What Smart Investors Should Know.

Bloom Energy stock has declined 24% from its recent peak due to concerns about slowing AI capex spending amid potential inflation and rising interest rates. However, the company is experiencing robust growth driven by surging demand for its advanced fuel cell solutions in AI data centers, with Q1 revenue up 130% and full-year guidance of $3.4-3.8B (80% growth). Despite strong fundamentals and strategic partnerships with Oracle and Brookfield, Bloom trades at a premium valuation (18x sales, 110x earnings), leaving limited margin for error.

06/11/2026, 10:30 AM • The Motley Fool

Better Artificial Intelligence (AI) Stock: Marvell Technology vs. Broadcom

While Marvell Technology has tripled in value in 2026 following praise from Nvidia CEO Jensen Huang, Broadcom has underperformed with only a 13% gain. However, the article argues Broadcom is the better buy due to superior growth prospects (71% earnings growth vs. Marvell's 42%), a more attractive valuation, and a $100 billion AI revenue forecast for fiscal 2027. Marvell's expensive valuation exposes it to volatility as investors now expect exceptional performance.

06/11/2026, 9:23 AM • The Motley Fool

Nokia Introduces Trust-Based AI For Network Management

Nokia announced a new agentic AI framework for its Network Services Platform (NSP) to enable trust-based AI operations for IP networks, with commercial availability expected by end of 2026. The company also expanded its 5G partnership with Indonesian operator Indosat Ooredoo Hutchison to modernize their nationwide mobile network with AI-ready capabilities and NVIDIA integration. Nokia shares rose in premarket trading amid broader market strength.

06/11/2026, 9:20 AM • Benzinga

Wall Street Is Ignoring This Part of the Market. That's Why I'm Interested.

While Wall Street focuses on large-cap tech stocks like Nvidia and Apple, small-cap stocks offer attractive opportunities. The Vanguard Small-Cap ETF trades at a 20% discount to large caps (P/E of 21.6 vs 27.4) while offering faster earnings growth forecasted at 18.3% in 2027 compared to 17.3% for large caps, making small caps a compelling buy.

06/11/2026, 8:20 AM • The Motley Fool

Is SpaceX's New Deal With Google a Game Changer? Here's My Honest Take.

SpaceX disclosed a landmark deal with Google worth over $30 billion, leasing approximately 110,000 Nvidia GPUs and supporting infrastructure through June 2029. Google will pay SpaceX $920 million monthly for access to high-performance AI compute capacity. While the deal provides SpaceX with predictable recurring revenue ahead of its IPO and diversifies beyond launch contracts, the analyst views it as a clever adjacency play rather than a core competency shift, with SpaceX's moat remaining its launch cadence and Starlink constellation.

06/11/2026, 8:02 AM • The Motley Fool

Did Google Just Give Investors 30 Billion Reasons to Buy the SpaceX IPO?

SpaceX disclosed a $30 billion cloud service agreement with Google to supply 110,000 Nvidia GPUs and related hardware, with Google paying $920 million monthly from October 2026 to June 2029. While the deal validates SpaceX's pivot into AI infrastructure and provides predictable cash flow, the analyst cautions that this alone is not sufficient reason to buy the IPO, noting Google can exit with 90 days' notice and may view this as a temporary bridge while transitioning to its own custom TPU chips.

06/11/2026, 7:35 AM • The Motley Fool

S&P 500 Rebound Faces a Key Test as Downside Risks Persist

Global equities rebounded Thursday as oil prices retreated, but investors remain cautious. The semiconductor sector faces pressure as AI optimism is reassessed amid valuation concerns. Inflation data keeps Fed rate hike expectations elevated, while geopolitical tensions in the Middle East continue to influence energy markets. The S&P 500 remains in a short-term bearish trend despite today's gains, with key technical support levels at 7,354 and 7,256.

06/11/2026, 7:28 AM • Investing