Big News for Nvidia Stock Investors

Nvidia is no longer the most popular AI stock among investors. The article highlights recent developments affecting Nvidia investors, including CEO Jensen Huang's signing of major Japanese industrial companies into Nvidia's Physical AI Coalition and confirmation of $1 trillion in demand through 2027.

07/25/2026, 9:19 PM • The Motley Fool

3 Top AI Bargain Stocks to Buy Today

Nvidia, Micron Technology, and Taiwan Semiconductor Manufacturing are identified as undervalued AI infrastructure stocks with strong growth potential. Despite their critical roles in the AI boom, all three trade at attractive valuations with forward P/E ratios of 16x, 6x, and below 20x respectively, supported by supply constraints and increasing demand for AI chips.

07/25/2026, 8:15 PM • The Motley Fool

Ranking the Best "Magnificent Seven" Stocks to Buy Right Now

The Magnificent Seven tech stocks have pulled back to their cheapest valuations in over a decade. Alphabet tops the ranking as the best buy, combining AI momentum with reasonable valuation, followed by Nvidia and Microsoft. Tesla ranks last due to high speculation around its robotaxi future. All seven companies face risks from massive AI spending that could reshape valuations.

07/25/2026, 3:30 PM • The Motley Fool

Nvidia vs. Planet Labs: Comparing Revenue Trends Between an Artificial Intelligence Giant and a Rising Star of the Space-Based Economy

Nvidia and Planet Labs both demonstrate consistent quarter-over-quarter revenue growth, but with vastly different scales. Nvidia's Q1 2026 revenue reached $81.6 billion with 85% year-over-year growth, while Planet Labs generated $94.2 million with 42% growth. Nvidia expects revenue to accelerate to $91 billion next quarter, driven by AI demand, while Planet Labs forecasts $102-107 million with a strong $900 million backlog.

07/25/2026, 3:06 PM • The Motley Fool

Is the Vanguard S&P 500 Growth ETF or iShares Small-Cap 600 Growth ETF the Better Fund in 2026?

The article compares two growth-focused ETFs: Vanguard S&P 500 Growth ETF (VOOG), which focuses on large-cap tech stocks with lower fees, and iShares S&P Small-Cap 600 Growth ETF (IJT), which offers broader diversification across smaller companies. VOOG delivers superior long-term performance with 14.5% annualized 5-year returns versus IJT's 7.2%, though IJT has outperformed recently with 27% year-to-date gains. VOOG is recommended for long-term investors seeking stronger returns, while IJT offers lower volatility and better diversification.

07/25/2026, 1:27 PM • The Motley Fool

Got $100? 1 Artificial Intelligence (AI) Memory ETF to Buy Right Now.

The iShares Semiconductor ETF (SOXX) offers diversified exposure to the AI memory supply chain, including memory producers, chip designers, and equipment suppliers. Growing demand for high-bandwidth memory in AI accelerators is creating supply shortages expected to persist beyond 2027. While the recent semiconductor sell-off has improved entry points, the ETF trades at a premium valuation (66x earnings) with concentrated holdings, presenting downside risks if AI spending slows or memory supply increases faster than expected.

07/25/2026, 1:11 PM • The Motley Fool

This ETF Is Down 7% From Its High. History Says Now Is a Smart Time to Invest.

The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains up 12.7% year-to-date. The article argues this pullback presents a buying opportunity, citing the ETF's strong long-term track record of ~14% annual returns since inception. With tech stocks comprising 68.5% of holdings, the author suggests investors may eventually rotate back to mega-cap tech companies for stability after recent outperformance in cyclical semiconductor and memory stocks.

07/25/2026, 11:30 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

Supermicro Stock Just Jumped 20%. Why I'm Passing and Buying This AI Leader Instead.

Supermicro's stock surged 20% after announcing strong Q2 preliminary results with improved gross margins of 15-17%, driven by AI infrastructure demand and supply shortages. However, the analyst recommends buying Nvidia instead, citing Supermicro's low-margin business model, history of controversy (including a Taiwan office raid related to chip smuggling), and the fact that most value resides with Nvidia's GPUs rather than the integrator.

07/25/2026, 7:15 AM • The Motley Fool

2 Millionaire-Maker AI Stocks to Hold for the Next Decade

The article identifies CoreWeave and Iren as potential multibagger AI stocks in the emerging neocloud sector. CoreWeave leads with a $99 billion backlog and Nvidia partnership but faces high capex spending and $25 billion debt. Iren, a Bitcoin miner transitioning to neocloud, owns its facilities near clean energy sources with lower debt but lacks Nvidia partnership. Both stocks are positioned for significant growth with forecasted revenue increases of 147% and 302% respectively, though they carry execution risks.

07/25/2026, 5:05 AM • The Motley Fool

Should You Buy Nvidia Before Aug. 26? Here's What History Says.

Nvidia remains a strong long-term AI investment despite losing momentum this year. However, historical data shows the stock has fallen in 8 of the last 13 quarters following earnings reports, suggesting investors shouldn't expect a post-earnings gain on Aug. 26. The company is trading at a reasonable 23x forward earnings and maintains leadership in AI chips, making it better suited for long-term investors rather than short-term traders.

07/25/2026, 5:02 AM • The Motley Fool

1 Popular Cryptocurrency to Buy Before It Soars 1,125%, According to Cathie Wood's Ark Invest

Ark Investment Management forecasts Bitcoin could reach a $16 trillion market cap by 2030, translating to ~$800,000 per coin (1,125% gain from current $65,300). The forecast is based on six catalysts including institutional investment, digital gold adoption, and emerging market safe havens. However, the analyst argues the target is unrealistic, noting Bitcoin declined 5% in 2025 while gold surged 64%, undermining the digital gold thesis that accounts for $9.8 trillion of Ark's forecast.

07/25/2026, 4:28 AM • The Motley Fool

An Inflation Double Whammy Awaits Wall Street, Making a Stock Market Crash Likelier Under President Donald Trump

The article warns of an impending 'inflation double whammy' threatening the stock market under Trump's presidency. Trumpflation, driven by tariffs and Middle East conflicts, has pushed core inflation to sticky levels beyond energy sectors. Additionally, the AI data center build-out is creating supply-demand imbalances that are fueling inflation. The Federal Reserve may be forced to raise interest rates to combat persistent inflation, which could stymie the AI sector and trigger a market crash.

07/25/2026, 4:06 AM • The Motley Fool

NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout

NAVER, NVIDIA, and Brookfield announced plans to expand Korea's sovereign AI factory infrastructure from 55 megawatts to 200 megawatts by 2028, with NVIDIA investing $1 billion and Brookfield committing up to $9 billion. The expansion at NAVER's GAK Sejong data center will provide AI compute infrastructure for Korean and U.S. innovators, supporting NAVER's path toward gigawatt-scale AI infrastructure.

07/25/2026, 1:10 AM • GlobeNewswire

SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory

SK Group and NVIDIA announced a $500-billion-plus partnership to build AI infrastructure in Korea. SK Telecom will construct a 2-gigawatt AI factory using NVIDIA's DSX platform and Vera Rubin accelerators, expected to launch in 2027. SK hynix will establish a long-term partnership with NVIDIA to supply and codevelop next-generation AI memory including HBM.

07/25/2026, 1:10 AM • GlobeNewswire