Why Wix Stock Collapsed 56% In The First Half of 2026

Wix.com stock has fallen 56% in H1 2026 due to AI disruption concerns, with Wall Street worried that coding tools like Claude Code could replace its drag-and-drop platform. Despite solid 14% YoY revenue growth to $541M in Q1, the company reduced full-year guidance by $25M due to partner business slowdown. However, the stock appears undervalued at a $2.2B market cap with $420M expected free cash flow, and management has repurchased 30% of shares via tender offer.

07/13/2026, 4:22 PM • The Motley Fool

Why AI Investors Can Finally Buy the World's Top HBM Maker Directly

SK Hynix, the world's leading maker of high-bandwidth memory (HBM) for AI systems, began trading on Nasdaq following a record $26.5 billion IPO. While the listing provides U.S. investors direct access to the AI memory leader for the first time, the article cautions that memory is a cyclical industry with fierce competition and rich valuations after a strong year-long rally.

07/13/2026, 3:30 PM • The Motley Fool

Jensen Huang Slammed a $2.5 Billion Chip-Smuggling Scheme at Nvidia's Stockholder Meeting

Nvidia CEO Jensen Huang addressed a $2.5 billion chip-smuggling scheme at the company's shareholder meeting, calling it a 'dead end.' The scheme involves smuggling Nvidia chips into restricted markets like China. Huang emphasized that smuggled chips lack critical software updates, security patches, and engineering support, making them short-lived liabilities. Despite this issue, Nvidia's strong financial performance and market dominance in AI hardware remain unaffected.

07/13/2026, 3:15 PM • The Motley Fool

The Vanguard S&P 500 ETF Is Unstoppable, but This 1 Investment Could Be Safer Right Now

The S&P 500 has delivered strong 15% average annual returns over the past decade, but the index has become increasingly concentrated with 40% in tech stocks and 40% in just the top 10 holdings. This concentration poses risk if tech stocks correct. The Invesco S&P 500 Equal Weight ETF offers a more diversified alternative with better sector balance and lower volatility while maintaining U.S. large-cap equity exposure.

07/13/2026, 1:30 PM • The Motley Fool

The Market Cap for Jensen Huang's Nvidia Climbs Past $5 Trillion as Reports of a Kyber Delay Are Dismissed

Nvidia's market cap surpassed $5 trillion after the company dismissed reports of a delay in its Kyber rack architecture launch, maintaining the roadmap for H2 2027. However, analysts note that with a forward P/E ratio of 22.2 and the company already valued at nearly 7% of the entire U.S. stock market, sustaining rapid growth will be increasingly challenging despite Nvidia's dominance in AI hardware.

07/13/2026, 10:02 AM • The Motley Fool

In 7 Words, Kevin Warsh Just Sent the Clearest Signal Yet About Where Interest Rates Are Headed in 2026

Federal Reserve Chair Kevin Warsh signaled a hawkish stance on inflation at a recent Central Banking forum, stating 'prices are too high.' This comment has led markets to price in a 52% probability of a quarter-point rate increase in September 2026, with another expected in March 2027. Despite initial expectations that Warsh would support lower rates, his focus on price stability suggests a more hawkish approach than anticipated.

07/13/2026, 8:05 AM • The Motley Fool

Market Warp :The AI Trade Enters the Eye of the Storm

The AI semiconductor trade faces a sharp correction as markets shift from rewarding AI spending narratives to demanding proof of profitability. While underlying business fundamentals remain intact with strong order books and cash generation, violent selling has hit memory chip makers. China's emerging competitive threat in commodity memory, combined with investor concerns about returns on massive capex investments, signals the end of the AI honeymoon phase. The market now demands execution and durable economic moats rather than mere participation in the AI boom.

07/13/2026, 8:02 AM • Investing

AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays.

AI data center capital expenditures are projected to reach $750 billion in 2026, significantly exceeding Goldman Sachs' revised estimates of $527 billion. Micron Technology and Taiwan Semiconductor Manufacturing (TSMC) are positioned as top pick-and-shovel plays to benefit from the massive hyperscaler spending on AI infrastructure, with both companies showing strong revenue and earnings growth driven by surging demand for memory chips and advanced processors.

07/13/2026, 7:30 AM • The Motley Fool

Amazon's AI Chip Bet Could Be Bigger Than Investors Realize

Amazon is exploring external sales of its custom AI chips (Trainium and Inferentia), potentially creating a new revenue stream beyond AWS. This move could challenge Nvidia's pricing power in AI infrastructure, though execution risks and software ecosystem challenges remain concerns.

07/13/2026, 7:12 AM • The Motley Fool

Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight

While Broadcom and AMD are often cited as competitive threats to Nvidia's AI dominance, the article argues that Nvidia's greatest risk comes from its own major customers developing internal AI chips. These in-house solutions are cheaper, more available, and could erode Nvidia's pricing power, gross margins, and upgrade cycles.

07/13/2026, 7:06 AM • The Motley Fool

Will Memory Giants Micron, Sandisk, and SK Hynix Continue to Soar? History Is Strikingly Clear About What Happens Next.

Memory chip manufacturers Micron, Sandisk, and SK Hynix have experienced massive stock gains (up 700-4000% in the past year) driven by AI data center demand. However, historical analysis shows memory stocks are cyclical, typically experiencing peaks followed by declines as supply increases. While the AI boom may alter traditional cycles, investors should prepare for potential downturns, though they may be less severe than past cycles.

07/13/2026, 6:10 AM • The Motley Fool

Ranking the "Magnificent 7" Stocks by Free-Cash-Flow Yield

The article ranks the Magnificent 7 tech stocks by free cash flow (FCF) yield to assess how AI spending impacts their valuations. Meta Platforms leads despite aggressive AI capex, Apple offers strong value with minimal AI infrastructure spending, Microsoft benefits from enterprise relationships, Nvidia shows strong growth prospects, Alphabet's aggressive spending weighs on yield, Tesla has minimal FCF yield due to pivot toward autonomous vehicles, and Amazon has negative FCF yield from massive data center investments.

07/13/2026, 5:15 AM • The Motley Fool

Does "The Big Short's" Michael Burry Know Something Wall Street Doesn't? He Just Placed Bets Against AI and Sees the "Beginning of the End."

Contrarian investor Michael Burry, famous for predicting the 2008 financial crisis, has placed significant bearish bets against AI stocks and semiconductor companies. He recently shorted Applied Materials, Tesla, Caterpillar, Micron Technology, and the iShares Semiconductor ETF, signaling concerns that massive AI investments may not match long-term revenue opportunities. Burry views Samsung and SK Hynix's $500 billion chip hub investment as 'the beginning of the end' for the AI boom.

07/13/2026, 4:05 AM • The Motley Fool

How Low Can SpaceX Stock Go?

SpaceX stock has plummeted 35% from its $225 peak to $145 since its June IPO, losing $1 trillion in market value. While the company has strong growth potential across space transportation, satellite internet, and AI infrastructure segments with forecasted revenue doubling to $38.8B in 2026, its valuation remains extremely expensive at a P/S ratio of 98.9—15 times higher than the Nasdaq-100. The analyst warns the stock could decline 50% or more if the company fails to meet Wall Street's ambitious revenue expectations.

07/13/2026, 3:28 AM • The Motley Fool

Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?

Nvidia's reported delay of its Kyber NVL144 AI rack system until 2028 due to circuit board manufacturing issues could create opportunities for competitors AMD and Alphabet. While Nvidia maintains its market dominance through aggressive technology roadmaps, physical manufacturing constraints may finally be catching up. AMD's improved ROCm platform and chiplet designs, along with Alphabet's optimized TPUs, position both companies to capture market share in the high-end AI infrastructure segment.

07/12/2026, 11:15 PM • The Motley Fool