Here's Why July 22 Could Be a Big Day for Warren Buffett's Successor, Greg Abel

Greg Abel, the new CEO of Berkshire Hathaway, has quadrupled the company's stake in Alphabet to $30 billion since taking over in 2026. Alphabet's July 22 earnings report will be a critical test of Abel's first major investment decision, with focus on Google Search revenue growth and Google Cloud's expansion, particularly its $462 billion order backlog.

07/11/2026, 12:16 PM • The Motley Fool

Is the AI Data Center Boom Creating a Debt Bubble? Here's What Investors Need to Know.

Major tech companies including Meta, SpaceX, Amazon, and Nvidia are raising massive amounts of debt to fund AI infrastructure spending, raising concerns about a potential AI bubble similar to the dot-com crash. The article warns that excessive debt-fueled investment in AI may result in wasted spending, and the market appears to be entering the profit-taking and panic phases of a typical bubble cycle.

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

Can Nvidia Still Turn Patient Investors Into Millionaires?

Nvidia's $4.7 trillion market cap makes another 100-fold gain impossible, but patient investors with substantial capital can still build wealth through steady compounding. The company is evolving from a chipmaker into a financial backbone of the AI ecosystem through strategic investments, positioning it as a durable blue-chip holding rather than a high-risk, explosive growth opportunity.

07/11/2026, 5:29 AM • The Motley Fool

Shares of Intel and AMD Have Plummeted in the Last Few Days. Is It Time to Panic?

Intel and AMD stocks have declined sharply in early July after strong gains in 2026, but analyst Keithen Drury argues this is not a buying opportunity. Both companies are expensive turnaround plays that are significantly underperforming their dominant rivals—AMD versus Nvidia in GPUs and Intel versus TSMC in foundries. With valuations already pricing in future growth that may not materialize, the analyst recommends selling Intel and AMD in favor of their better-positioned competitors.

07/11/2026, 3:15 AM • The Motley Fool

The 2 Magnificent Seven Stocks With the Most Upside Potential, According to Wall Street

Wall Street identifies Microsoft and Nvidia as the two most undervalued Magnificent Seven stocks with significant upside potential. Microsoft has a 45% upside target driven by strong AI business growth (123% YoY) and Azure expansion (40% YoY growth), while Nvidia is expected to benefit from continued AI infrastructure spending and new CPU opportunities despite competitive pressures.

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

Advanced Micro Devices vs. Texas Instruments: Which Technology Stock Is a Better Buy in 2026?

AMD and Texas Instruments represent two different semiconductor investment approaches. AMD offers higher growth potential through AI and data center expansion but trades at a rich valuation with concentrated customer risk. Texas Instruments provides steadier returns with diversified customers, lower valuation, and dividend income, but faces cyclical industrial/automotive exposure. The author recommends a diversified tech ETF over either individual stock.

07/10/2026, 11:16 PM • The Motley Fool

Why The iShares Semiconductor ETF Soared 112.8% In The First Half of 2026

The iShares Semiconductor ETF (SOXX) surged 112.8% in the first half of 2026, driven by strong AI infrastructure demand and memory chip shortages. Key gainers include Micron Technology (up 314% YTD) and Intel, alongside Nvidia. However, the article cautions that semiconductors are cyclical and investors should avoid piling in after such massive gains.

07/10/2026, 3:27 PM • The Motley Fool

SK Hynix IPO: Everything You Need to Know

SK Hynix completed a landmark $26.5 billion US IPO on Nasdaq (ticker: SKHY) on July 10, 2026, becoming the largest US listing by a foreign company. The South Korean memory-chip manufacturer, a major AI infrastructure supplier, priced 177.9 million American depositary shares at $149 each. The company benefits from strong demand for high-bandwidth memory (HBM) used in AI processors, but faces risks from cyclical memory markets, competition, and geopolitical exposure.

07/10/2026, 2:08 PM • Investing

A Potential New Rival Wants to Undercut TSMC. Here's What Investors Need to Know.

Japanese semiconductor company Rapidus plans to mass-produce 2nm chips by 2027 at $21,000 per wafer, undercutting TSMC's $30,000 price point. However, analysts believe TSMC's dominant 73% market share, proven track record, established customer relationships, and year-long head start in 2nm production make it unlikely that Rapidus will pose a meaningful threat to TSMC's dominance.

07/10/2026, 12:21 PM • The Motley Fool

Nvidia Is the Cheapest It's Been Since 2019. Why Investors Should Load Up Now.

Nvidia has lost $800 billion in market cap since May but remains fundamentally strong with record revenue of $81.6 billion and 97% market share in AI server GPUs. Trading at a forward P/E of 22.6, the stock is at its cheapest valuation since 2019. The company increased its dividend and announced an $80 billion buyback program, suggesting management confidence despite the recent sell-off being characterized as a sector rotation rather than a business warning.

07/10/2026, 11:19 AM • The Motley Fool

Generative AI in Drug Discovery: Revolutionizing Pharmaceutical Research and Development

The generative AI in drug discovery market is experiencing significant expansion, growing from $0.25 billion in 2025 to $0.33 billion in 2026, with projections to reach $0.86 billion by 2030 at a 27% CAGR. Key drivers include rising drug development costs, computational chemistry advancements, increased biological datasets, and strategic collaborations between AI firms and pharmaceutical companies. Major players are leveraging AI-driven tools for molecule generation, deep learning in drug design, and accelerated early-stage development.

07/10/2026, 10:55 AM • GlobeNewswire

Adobe's Strategic Acquisition of Rephrase.AI to Bolster Generative AI Video Capabilities for E-commerce

The generative AI in e-commerce market is experiencing robust growth, projected to expand from $1.04 billion in 2025 to $2.44 billion by 2030 at an 18.8% CAGR. Key drivers include AI chatbots, AR/VR integration, predictive analytics, and 5G network expansion. Adobe's acquisition of Rephrase.AI in November 2023 exemplifies industry consolidation to enhance AI-driven marketing capabilities. North America currently dominates the market, while Asia-Pacific is positioned as the fastest-growing region.

07/10/2026, 10:51 AM • GlobeNewswire

SK Hynix IPO: Everything You Need to Know About SK Hynix

SK Hynix completed a landmark $26.5 billion US IPO on July 10, 2026, listing 177.9 million American depositary shares at $149 each on Nasdaq under ticker SKHY. The South Korean memory-chip manufacturer, a major AI infrastructure supplier, became the largest US IPO by a foreign company. The company benefits from strong demand for high-bandwidth memory (HBM) products used in AI processors, but faces risks from cyclical memory markets, competition from Samsung and Micron, and geopolitical exposure.

07/10/2026, 10:19 AM • Investing

Nervous About AI Spending? Buy the Stocks of These 3 Tech Giants.

Despite investor concerns about massive AI capital expenditures, three tech giants stand out as lower-risk investments. Nvidia leads as the dominant AI accelerator designer with minimal capex spending and strong revenue growth. Microsoft shows resilience with robust cloud revenue growth despite heavy AI spending and stock underperformance. Meta is investing heavily in AI while maintaining rapid growth from its core advertising business, positioning it well for transformation.

07/10/2026, 8:25 AM • The Motley Fool

Silicon Interposer Market Size to Hit USD 14.04 Billion by 2035 | SNS Insider

The global silicon interposer market, valued at $4.00 billion in 2025, is expected to grow to $14.04 billion by 2035 at a CAGR of 13.38%. Growth is driven by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging. North America leads with 49% market share, while Asia Pacific is expected to show the highest growth. Key players include TSMC, Samsung, Intel, AMD, and NVIDIA.

07/10/2026, 7:30 AM • GlobeNewswire