Taiwan Semiconductor Manufacturing Just Gave a Warning to Nvidia Investors

TSMC reported blockbuster Q2 earnings with 34% YoY revenue growth and raised capex guidance to $60-64 billion, yet its stock fell 5% post-earnings. The market is concerned about being at the peak of the AI spending cycle. While both TSMC and Nvidia have proven resilience through market cycles, investors should prepare for potential dips as the market questions whether current growth can be sustained.

07/22/2026, 8:30 AM • The Motley Fool

Buy the Dip? Why China's Kimi Model Is Actually Great News for Nvidia.

China's Moonshot released its Kimi 3 AI model, which triggered a sell-off in Nvidia and AI semiconductor stocks due to concerns about efficiency and reduced chip demand. However, the article argues this is a buying opportunity, as Kimi 3's distributed architecture with 2.8 trillion parameters and mixture-of-experts design actually requires high-end Nvidia GPUs and NVLink networking to run efficiently, similar to how previous efficiency innovations (DeepSeek, TurboQuant) ultimately accelerated AI adoption rather than reducing hardware demand.

07/22/2026, 7:15 AM • The Motley Fool

If Mark Zuckerberg Says These Words on July 29, Meta Platforms' Stock Could Skyrocket

Meta Platforms is expected to announce a cloud computing business during its Q2 earnings on July 29. If CEO Mark Zuckerberg confirms the launch, the stock could surge as it would justify the company's massive AI infrastructure spending and create a lucrative new revenue stream. However, if the announcement doesn't happen, the stock could sell off as the market has already priced in this expectation.

07/22/2026, 6:05 AM • The Motley Fool

Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?

Apple recently reclaimed the title of world's largest company but faces valuation concerns with a forward P/E of 34x and risks from higher device prices impacting upgrade cycles. Nvidia, trading at a cheaper 16x forward P/E, offers better growth prospects with its dominant AI infrastructure position, expanding networking portfolio, and strong positioning in the emerging inference market. The analyst recommends Nvidia as the more attractive megacap tech stock despite risks from eventual AI infrastructure spending slowdown.

07/22/2026, 4:02 AM • The Motley Fool

STARTRADER Introduces 24/7 US Stock CFDs Across NVIDIA, Apple, Meta, and Leading Global Equities

STARTRADER announced the launch of 42 new 24/5 US Stock CFDs and confirmed 43 new 24/7 US Stock CFDs starting July 27, 2026, expanding its offering to 85 instruments. The 24/7 range includes major tech and financial stocks like NVIDIA, Apple, Microsoft, Meta, Amazon, and JPMorgan, enabling trading across all time zones to address market events occurring outside traditional trading hours.

07/22/2026, 3:39 AM • GlobeNewswire

Why AMD Stock Jumped Today

AMD stock surged 7.91% after expanding its partnership with Microsoft to deploy Helios rack-scale systems on Azure cloud computing for AI inference workloads. The integrated system combines AMD's Instinct GPUs, Venice CPUs, and networking solutions to reduce AI application costs. Despite Nvidia's dominance with over 90% market share in data center AI chips, AMD's cost-efficient approach could help it gain market share in the rapidly expanding AI market.

07/21/2026, 11:05 PM • The Motley Fool

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