Quantum Computing Stocks Are Falling. Should You Buy IonQ or D-Wave, or Just Stick With Nvidia?

Quantum computing stocks IonQ and D-Wave have experienced significant declines recently, with IonQ down 37% and D-Wave down 28% over the past month. While both companies rely heavily on federal government contracts and funding, IonQ shows stronger revenue growth ($64.7M in Q1 2026, up 755% YoY) and cash reserves ($3.1B), whereas D-Wave faces challenges with declining revenue ($2.9M in Q1 2026, down 81% YoY). Nvidia, which provides foundational GPU infrastructure for quantum computing through its NVQLink platform, is positioned as the lower-risk play that benefits regardless of which quantum company succeeds.

07/23/2026, 12:30 PM • The Motley Fool

This Is My No. 1 Recommended ETF to Buy in July

The article recommends the Invesco S&P 500 Equal Weight ETF (RSP) as a complementary investment to balance the concentration risk in the traditional S&P 500 index. The S&P 500 has become heavily concentrated in mega-cap tech stocks, with the Magnificent Seven accounting for nearly 32% and the tech sector representing 38% of the index. RSP provides more diversified exposure across sectors like industrials, utilities, and healthcare, and has outperformed the S&P 500 year-to-date.

07/23/2026, 12:25 PM • The Motley Fool

AI Infrastructure Will Mint More Millionaires Over the Next Decade: 3 Stocks to Buy Right Now

The global AI infrastructure market is projected to expand at 26.6% CAGR through 2034. Three infrastructure leaders—Marvell, Coherent, and Vertiv—are positioned to capitalize on this growth through connectivity chips, fiber-optic components, and cooling systems respectively. All three stocks show strong EBITDA growth projections and are considered reasonably valued relative to their long-term potential.

07/23/2026, 9:30 AM • The Motley Fool

The Overlooked Infrastructure Play Quietly Winning the AI Boom

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a major beneficiary of the AI infrastructure boom, with Q2 2026 revenue up 34% YoY and raised full-year guidance to over 40% growth. Despite underperforming the semiconductor sector this year (33% vs 68%), TSMC's strong earnings growth and reasonable 25x forward earnings valuation suggest potential 67% upside to $700 by 2028 as AI infrastructure spending accelerates.

07/23/2026, 9:23 AM • The Motley Fool

1 Brilliant Dividend ETF to Build Long-Term Passive Income

The Fidelity High Dividend ETF (FDVV) is highlighted as an excellent choice for building passive income, offering a 2.6% dividend yield and 13.3% annualized returns since 2016. The fund combines high-yield blue-chip stocks like Coca-Cola and Procter & Gamble with growth-oriented megacap tech holdings, while maintaining a low 0.15% expense ratio and affordable $62 share price.

07/23/2026, 8:30 AM • The Motley Fool

If You'd Invested $10,000 in QQQ 10 Years Ago, Here's How Much You'd Have Today

The Invesco QQQ Trust ETF has delivered exceptional returns over the past decade, generating a 558% total return that turned a $10,000 investment into nearly $66,000. This significantly outperformed the S&P 500's 305% return. The strong performance is driven by the ETF's heavy concentration in tech giants and the 'Magnificent Seven' stocks, which benefit from secular trends in AI, cloud computing, and digital services.

07/23/2026, 8:15 AM • The Motley Fool

Huge News for Taiwan Semiconductor Stock Investors

Taiwan Semiconductor Manufacturing (TSMC) announced a $100 billion increase in its U.S. investment, signaling confidence in the AI semiconductor build-out and demonstrating the company's ability to expand manufacturing supply to meet growing demand from AI chip customers like Nvidia and Broadcom.

07/23/2026, 7:15 AM • The Motley Fool

Billionaire Ken Griffin of Citadel Dropped a Can't-Miss, 2-Word Reality Check on the AI Revolution

Citadel founder Ken Griffin called AI a 'hype' bubble, stating that $500 billion in AI investments are being driven by exaggeration rather than proven value. While acknowledging that broad technology spending benefits the economy, Griffin warned that AI optimization remains years away, similar to past tech bubbles like the dot-com era. He suggests the AI revolution will take much longer to mature than Wall Street currently expects.

07/23/2026, 5:06 AM • The Motley Fool

Nvidia: A Once-in-a-Decade Opportunity for Growth Investors

Nvidia is positioned as a once-in-a-decade growth opportunity for investors as it expands beyond its dominant GPU market into the $200 billion CPU market. The company is launching its first stand-alone CPU this fall and projects $20 billion in CPU sales this year, with plans to dominate both GPU and CPU markets as agentic AI becomes the next growth phase.

07/23/2026, 4:02 AM • The Motley Fool

Should You Buy DigitalOcean Stock After Its 12-Month Gain of 360%? An Upcoming Event on Aug. 4 Might Hold the Answer.

DigitalOcean has experienced explosive growth driven by AI demand, with its stock surging 360% over 12 months. The company is building AI data centers and reported a tenfold increase in remaining performance obligations to $800 million. While trading at a premium valuation (P/S ratio of 15.4), its forward P/S ratio of 8.1 based on 2027 guidance suggests potential value. The Aug. 4 earnings report could be pivotal, with management expected to raise 2027 revenue growth guidance above the previously stated 50%.

07/23/2026, 3:22 AM • The Motley Fool

Mega IPOs Like SpaceX Reshape Major Index Funds and ETFs

SpaceX's June IPO prompted Nasdaq-100 and Russell 1000 to change their inclusion rules, forcing index funds to rapidly buy the stock by trimming positions in giants like Apple, Microsoft, and Nvidia. This concentrated forced buying in a short window turns passive strategies into active bets on a single high-profile listing, with long-term portfolio impacts still uncertain.

07/23/2026, 12:30 AM • The Motley Fool

Why Constellation Energy Stock Blasted Higher on Wednesday

Constellation Energy stock surged nearly 5% on Wednesday following the Trump administration's announcement of a 30-year nuclear cooperation deal with Saudi Arabia and reports of a new $200 million domestic program to support power plant construction for AI data centers. As the largest operator of U.S. nuclear plants, Constellation is positioned to benefit from these government initiatives promoting nuclear energy.

07/22/2026, 6:14 PM • The Motley Fool

Michael Burry Is Short the iShares Semiconductor ETF. The Fund Has Still Gained 73% in 2026.

Michael Burry, famous for predicting the 2008 financial crisis, has taken a short position against the iShares Semiconductor ETF (SOXX) and several of its major holdings including Nvidia and Micron Technology. Despite Burry's bearish stance and a recent 18.4% monthly decline, the ETF remains up 74% year-to-date. Burry cites valuation concerns and cyclical risks in memory chips, while critics argue his analysis doesn't account for AI's transformative role in the current semiconductor cycle.

07/22/2026, 3:21 PM • The Motley Fool

Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader

As AI infrastructure shifts from training large language models to inference and agentic AI workloads, AMD is positioned to outperform Nvidia. AMD's chiplet design with greater memory capacity, MEXT acquisition for memory optimization, and leadership in high-performance data center CPUs position it well for the growing demand in inference and agentic AI applications where CPU-to-GPU ratios will increase significantly.

07/22/2026, 2:25 PM • The Motley Fool

My 2 Favorite Discount "Magnificent Seven" Stocks to Buy Now

The article highlights Nvidia and Microsoft as attractive discount opportunities among the "Magnificent Seven" tech stocks. Nvidia dominates the AI chip market with strong revenue growth and high profitability, while Microsoft benefits from AI integration into its software suite and cloud business. Both stocks are trading at lower valuations after recent momentum loss, presenting buying opportunities as the long-term AI story remains intact.

07/22/2026, 12:10 PM • The Motley Fool