The Stock Market Is Going to Soar, According to Wall Street. Here’s What Investors Should Do.

Wall Street analysts project the S&P 500 will surge 21% to 9,275 over the next year, driven by strong corporate earnings growth of 32% in 2026, particularly from AI infrastructure spending. The article recommends investors consider buying low-cost S&P 500 index funds like the Vanguard S&P 500 ETF, citing Warren Buffett's endorsement and the difficulty of beating the index even for professional fund managers.

09/30/2026, 4:12 AM • The Motley Fool

History Says Nvidia's Record $150 Billion Buyback Is Good News for the Stock

Nvidia announced a record $150 billion addition to its share repurchase authorization, bringing the total to $235 billion. Historical data shows that large buyback announcements at both Apple and Nvidia have typically preceded 12-month periods of stock outperformance versus the S&P 500. However, the author argues that the underlying cash generation driving these buybacks, rather than the buybacks themselves, is the primary driver of stock gains. At current valuations, Nvidia trades at 15x expected fiscal 2028 earnings compared to Apple's 36x, making Nvidia's buyback more accretive per dollar spent.

09/29/2026, 8:43 PM • The Motley Fool

Bitdeer AI Further Expands AI Cloud Services with Off-take Commitments of more than 70% of Its 21.7MW A201 Malaysia Data Center

Bitdeer AI announced it has secured off-take commitments for over 70% of its 21.7MW A201 data center facility in Johor Bahru, Malaysia, with expected revenue of $1.7 billion over 5 years. The facility will support NVIDIA GB300 NVL72 deployments and is expected to be energized in Q1 2027. Bitdeer AI is targeting 350MW of AI Cloud data center capacity by Q1 2028, with a total expected revenue backlog of approximately $2.9 billion and an active pipeline exceeding $10 billion.

09/29/2026, 5:00 PM • GlobeNewswire

My Top AI Power Stock to Buy Right Now (and It's Not Even Close)

GE Vernova, the spun-off energy division of General Electric, is positioned as a top AI power stock to buy. The company benefits from surging electricity demand at AI data centers, with its backlog growing 37% year-over-year to $176.3 billion. GE Vernova expects 20-22% revenue growth in 2026, with adjusted EBITDA margins expanding to 12-14% and free cash flow projected to triple to $11.5-12.5 billion. Trading at around $960 per share with a 25x forward EBITDA valuation, the stock appears reasonably valued given analysts expect 60% CAGR adjusted EBITDA growth through 2028.

09/29/2026, 4:30 PM • The Motley Fool

Prediction: Taiwan Semiconductor Manufacturing Will Hit a $3 Trillion Market Cap Before 2027 Is Over

An analyst predicts Taiwan Semiconductor Manufacturing (TSMC) will reach a $3 trillion market cap by end of 2027, requiring approximately 30% stock growth. The prediction is based on strong AI chip demand expected through 2029-2030, a planned $100 billion U.S. expansion, and Wall Street's expectation of 35% revenue growth next year. TSMC is positioned as a universal AI investment due to its foundry services for major chip designers.

09/29/2026, 4:29 PM • The Motley Fool

I've Covered Palantir for 5 Years. Here's How to Know if the Artificial Intelligence (AI) Stock Is Overvalued.

After five years covering Palantir, analyst Adam Spatacco argues the company shouldn't be valued using traditional SaaS metrics like P/S or P/E ratios. Palantir's unique ontology platform and AI capabilities differentiate it from commoditized competitors. With 93% YoY revenue growth, 157% net dollar retention, and $6.24B in remaining deal value, Palantir demonstrates platform business characteristics. While conventionally expensive, the stock may represent a generational opportunity for long-term investors despite its high valuation.

09/29/2026, 3:27 PM • The Motley Fool

Prediction: Micron Will Do a Stock-Split Before the End of the Year. And It Could Come on Wednesday

Micron Technology, trading above $1,000 per share amid soaring profits from the memory chip shortage, is predicted to announce a stock split before year-end, possibly during its Wednesday earnings report. The company's exceptional financial performance and high share price make it a natural candidate for a split, similar to Nvidia's 2024 split, which could improve accessibility for retail investors and boost stock performance.

09/29/2026, 3:15 PM • The Motley Fool

The Big Short’s Michael Burry Delivers His Bluntest Warning Yet Regarding AI Stocks. Should You Listen?

Michael Burry, famous for predicting the 2008 housing crash, has intensified his bearish stance on AI stocks, warning that 'the bubble in AI may burst sooner than later.' He has shifted from short positions to put options with shorter timeframes on several AI-related stocks and semiconductors, betting on a near-term decline. While acknowledging Burry's track record, the article suggests long-term investors should remain focused on AI's fundamental growth story and potential buying opportunities if a crash occurs.

09/29/2026, 1:05 PM • The Motley Fool

Next Generation Computing Market Report 2026: Capitalize on the $486 Billion Revenue Surge to $811.85 Billion by 2030 as Microsoft, AWS, NVIDIA, IBM and Intel Accelerate AI, Quantum and Edge Computing Disruption

The global next-generation computing market is projected to grow from $325.84 billion in 2025 to $811.85 billion by 2030, with a CAGR of 20.3%. Growth is driven by AI adoption, quantum computing development, edge computing expansion, and energy-efficient processors. Major tech companies including Microsoft, AWS, NVIDIA, IBM, and Intel are accelerating innovation in AI, quantum, and edge computing technologies.

09/29/2026, 11:56 AM • GlobeNewswire

Billionaire Money Managers Have Chosen Their 2 Favorite AI Stocks (and It's Not Nvidia or Alphabet)

Analysis of Form 13F filings reveals that billionaire investors favor Amazon and Taiwan Semiconductor Manufacturing (TSMC) as their top AI stocks, rather than Nvidia or Alphabet. Amazon's AWS division has accelerated to 37% YoY growth by integrating generative AI capabilities, while generating 60% of the company's operating income despite representing less than 21% of sales. TSMC is preferred for its foundational role in AI hardware infrastructure, particularly its CoWoS packaging technology essential for AI data centers, with capacity expected to nearly triple by 2027.

09/29/2026, 7:06 AM • The Motley Fool

The Stock Market Sounds an Alarm After Warren Buffett Issues a Warning. History Says This Will Happen Next.

Warren Buffett warned in May that investors are treating the stock market like a casino with increasingly speculative behavior. The S&P 500's CAPE ratio reached 41.1 in August 2026, the highest level since the dot-com crash in 2000. Historical data shows that when the CAPE ratio exceeds 40, the S&P 500 has never posted positive three-year returns, with average declines of 30% over three years. However, strong earnings growth forecasts and potential AI-driven productivity gains could support continued market strength.

09/29/2026, 5:12 AM • The Motley Fool

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

While Broadcom and AMD are not serious threats to Nvidia's GPU dominance in AI data centers, Nvidia's largest customers—Amazon, Microsoft, and Meta—pose a significant risk by developing their own custom AI chips. As these hyperscalers ramp up internal chip production, they reduce their reliance on Nvidia hardware, shrinking Nvidia's addressable market and eroding its pricing power as supply shortages diminish.

09/29/2026, 5:06 AM • The Motley Fool

Sept. 30 Could Be the Start of a New Paradigm for Micron

Micron Technology is expected to deliver fiscal 2026 Q4 results on Sept. 30 that could reshape market sentiment toward the stock. The article argues that the AI-driven demand for memory chips represents an unprecedented, multi-year growth wave unlike historical cyclical patterns, with data center spending projected to reach $3-4 trillion by 2030. Currently trading at only 6.8x fiscal 2027 earnings, Micron stock may be undervalued if this elevated demand persists beyond next year.

09/29/2026, 3:03 AM • The Motley Fool

Stock-Split Watch: Is Meta Platforms Next?

Meta Platforms' stock surged nearly 30% in September following the launch of its Muse AI assistant, reaching a 52-week high of $779.82. As the only Magnificent Seven member without a conventional stock split, the sharp rise has renewed speculation about a potential split. While fractional shares have reduced traditional split rationale, options contracts tied to 100-share lots could make a split more relevant. CFO Susan Li previously stated the company had no present plans for a split but would monitor market conditions, leaving the door open for reassessment.

09/29/2026, 1:13 AM • The Motley Fool

Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse

Broadcom is emerging as a major AI chip competitor through its custom silicon business, with AI revenue expected to reach $58 billion in fiscal 2026 and $230 billion by fiscal 2028. The company's custom ASICs reduce inference costs by 40-60% compared to GPUs, attracting major hyperscalers like Google, Meta, OpenAI, and Anthropic. Trading at a lower valuation multiple (19x forward earnings) than Nvidia (25x) and AMD (39x), Broadcom offers an attractive growth-and-value investment opportunity in the AI semiconductor space.

09/28/2026, 4:11 PM • The Motley Fool