Losing to Win: A VC Lens Will Find the Next Nvidia

The Motley Fool advocates adopting a venture capital investment approach where most picks underperform but a few massive winners drive portfolio returns. Using a five-stock example from 2009, the article shows how Nvidia's extraordinary 58,000% outperformance offset three significant underperformers, demonstrating that investors don't need to be right often—just right enormously when it counts. The strategy recommends holding 50+ diversified stocks to capture breakout winners.

09/23/2026, 11:07 AM • The Motley Fool

Quanome Advances Its AI Cloud Business XDT with US$18.8 Million Infrastructure Purchase Agreement

Quanome Technologies (Nasdaq: QNME) announced an approximately $18.8 million purchase agreement for NVIDIA GPU computing infrastructure to build its AI cloud business through subsidiary XDT Infrastructure I, LLC. The company aims to provide managed access to AI computing capacity for businesses, with its first U.S. AI infrastructure hub expected to be operational in Q4 2026. This move aligns with growing AI adoption among U.S. businesses and supports Quanome's broader quantum and AI systems strategy.

09/23/2026, 8:45 AM • GlobeNewswire

Prediction: This ETF Could Make You a Millionaire With Just $750 per Month

The Vanguard Morningstar Growth ETF (VUG) could help investors reach millionaire status through consistent monthly investments of $750 over 25 years, based on its historical 11% average annual returns. The ETF focuses on large-cap growth stocks with heavy concentration in tech companies like Nvidia, Apple, and Microsoft, which have benefited from the AI boom but also carry concentration risk.

09/23/2026, 7:35 AM • The Motley Fool

Nvidia’s Last Quarter Was Nearly Perfect. One Number in the Fine Print Wasn’t.

Nvidia reported impressive fiscal Q2 results with 106% revenue growth and strong guidance for 70% annual growth. However, the company's Days Sales Outstanding (DSO) increased from 45 to 60 days, indicating customers are taking longer to pay. This reflects Nvidia's strategy of offering extended payment terms to lock in multi-year deals and help finance customer orders, raising questions about whether demand is artificially inflated and warranting close monitoring in upcoming quarters.

09/23/2026, 7:33 AM • The Motley Fool

My Prediction: American Stock Ownership Will Drop to 54% by 2030. One Sector Is Driving It.

The author predicts U.S. stock ownership will decline from 58% to 54% by 2030, primarily driven by cooling AI sector enthusiasm. New retail investors who poured $300 billion into stocks last year seeking AI gains are now facing disappointing performance from major tech stocks. Additional factors include record margin debt levels ($1.4 trillion) that could trigger margin calls, and elevated market valuations suggesting only 6-7% annualized returns over the next decade. Disillusioned investors may redirect capital to alternative investments like real estate and cryptocurrency.

09/23/2026, 7:22 AM • The Motley Fool

This Stock That’s Climbed 14,000% Since Its IPO Is the Newest Member of the $1 Trillion Club. Is It Still a Buy?

Advanced Micro Devices (AMD) recently joined the $1 trillion market cap club, driven by strong growth in AI chips and data center revenue which doubled year-over-year. While AMD shows promise with competitive AI products and leadership in CPUs, the analyst recommends waiting for a dip as AMD trades at 81x forward earnings compared to Nvidia's 24x, making current valuations less attractive despite the company's strong fundamentals.

09/23/2026, 7:10 AM • The Motley Fool

Act Now: Micron Could Skyrocket After Sept. 30

Micron Technology is positioned for significant growth following its Sept. 30 earnings report, driven by strong AI-related demand for memory chips. The company trades at a cheap valuation (6.6x forward earnings) despite beating expectations multiple quarters in a row. With AI spending projected to reach $3-4 trillion annually by 2030, memory chip demand is expected to remain elevated through 2027, supporting long-term profitability despite the company's historically cyclical nature.

09/23/2026, 7:02 AM • The Motley Fool

AI in Drug Discovery Market Poised for Rapid Growth Through 2035, Fueled by Faster R&D, Precision Medicine and Rising Biopharma Investment

The global AI in drug discovery market is projected to grow from USD 2.55 billion in 2025 to USD 31.79 billion by 2035, expanding at a 28.70% CAGR. Lead optimization and oncology applications are driving adoption, with pharmaceutical companies and biotech firms leading investment. Strategic partnerships and funding rounds, including Isomorphic Labs' $600 million raise and Takeda's $1.7 billion collaboration with Iambic Therapeutics, are accelerating market growth.

09/23/2026, 5:59 AM • GlobeNewswire

Snap Has Launched Its High-Powered Glasses. Will There Be Enough Demand?

Snap launched its Specs augmented reality glasses on September 16 at $2,195 per pair. Despite partnerships with major tech companies, investor concerns about demand and profitability persist. The AR glasses market remains niche with only 950,000 units forecasted to ship this year, while Meta dominates with 7 million smart glasses sold in 2025. Snap's stock has fallen 90% over five years, making Specs a critical turnaround effort for the struggling social media company.

09/23/2026, 5:32 AM • The Motley Fool

Sam Altman's OpenAI Is in Talks for a New Funding Round Valuing It at $1.2 Trillion Instead of an IPO. Here's Why He Called Going Public Now "Ill-Advised."

OpenAI has postponed its IPO, with CEO Sam Altman citing AI safety concerns as ill-advised timing for going public. Instead, the company is in talks for a private funding round valuing it at over $1.2 trillion. Altman expressed concern about AI misalignment risks, though the delay could also reflect investor sensitivity to regulatory concerns. The postponement may eventually lead to a higher IPO valuation but carries the risk that disappointing AI ROI returns could undermine stakeholder confidence.

09/23/2026, 5:32 AM • The Motley Fool

Sandisk Stock Is Up 695% in 2026 and This Market Indicator Predicted It. Here’s What It Says About 2027.

Sandisk has surged 695% in 2026 as the best-performing S&P 500 stock, driven by AI infrastructure demand for memory chips. Historical data shows the top-performing S&P 500 stock in a given year typically gains a median of 91% the following year, suggesting potential strength in 2027. However, investors should be cautious as Sandisk's gains are tied to a cyclical memory chip shortage rather than competitive advantages, and rapid supply resolution could cause sharp declines.

09/23/2026, 5:07 AM • The Motley Fool

Nvidia's Demand Is Outpacing Its 70% Growth Forecast, and That Is Just the Beginning

Nvidia's demand for AI chips is significantly outpacing its 70% fiscal 2028 sales growth forecast, with management indicating it could potentially double sales if supply constraints were overcome. The surge is driven by agentic AI adoption, which requires 15-100 times more computing power than human-guided work. S&P Global forecasts $1.3 trillion in tech spending on AI infrastructure next year, positioning Nvidia for sustained long-term growth.

09/23/2026, 4:10 AM • The Motley Fool

Got $5,000? 2 Growth Stocks Building the Software Backbone of the AI Revolution

The article highlights Amazon and Palantir as two AI software companies positioned to benefit from the AI market's rapid expansion. Amazon's AWS provides cloud infrastructure and AI services like Bedrock and SageMaker, with additional upside from its Anthropic stake. Palantir offers data aggregation platforms (Gotham and Foundry) that enable AI application development. Both companies are expected to deliver strong revenue and earnings growth through 2028, though Palantir trades at a premium valuation.

09/22/2026, 4:30 PM • The Motley Fool

Better Global ETF: Vanguard's VT vs. the iShares URTH

Vanguard's Total World Stock ETF (VT) is recommended over iShares MSCI World ETF (URTH) due to its significantly lower expense ratio (0.06% vs 0.24%), broader global diversification including emerging markets, higher dividend yield (1.8% vs 1.4%), and larger asset base. While both offer similar sector allocations and comparable performance, VT provides exposure to key AI-related companies like TSMC and SK Hynix that URTH excludes.

09/22/2026, 4:10 PM • The Motley Fool

Zapata Introduces Quantum Pilot™ to Enable Systematic Discovery and Development of High-Value Quantum Applications

Zapata Quantum announced early access to Quantum Pilot, a hardware-agnostic cloud-based platform designed to help enterprises identify and develop quantum computing applications with commercial value. The platform combines proprietary knowledge frameworks with AI-powered tools developed through collaborations with NVIDIA and University of Maryland to provide Quantum Application Intelligence, addressing the gap between advancing quantum hardware and enterprise ability to determine practical business applications.

09/22/2026, 2:00 PM • GlobeNewswire