Microsoft CEO Satya Nadella Just Announced Great News for AMD Stock Investors

Microsoft CEO Satya Nadella highlighted that CPUs are as important as GPUs for running AI agents, signaling strong future demand for AMD's processors. AMD is well-positioned to capitalize on the shift toward agentic AI, with the server CPU market expected to reach over $120 billion by 2030 with 35%+ annual growth. AMD's competitive advantages include expertise, high switching costs, and recent market share gains over Intel.

08/04/2026, 3:30 PM • The Motley Fool

If a Stock Market Crash Is Coming, I'm Loading Up on This ETF Without a Second Thought

Despite concerns about inflation, rising rates, overvalued tech stocks, and geopolitical tensions, the author recommends continuing to buy the Vanguard Morningstar Total Stock Market ETF (VTI) as a long-term investment strategy. The fund offers broad diversification across 3,531 U.S. stocks with an ultra-low 0.03% expense ratio and has delivered 14.53% annualized returns over the past 10 years.

08/04/2026, 3:16 PM • The Motley Fool

Is Waymo's Latest Announcement Bad News for Uber?

Waymo is planning to exit its robotaxi partnership with Uber by launching its own service app in Austin and Atlanta starting early 2028, signaling increased competition. This development suggests Uber's strategy to become the default robotaxi aggregator through partnerships faces challenges, and the company may need to increase capital investment in autonomous vehicle companies. Morningstar analysts reduced Uber's fair value estimate from $85 to $76 per share in response.

08/04/2026, 2:29 PM • The Motley Fool

Should You Buy Nvidia Stock Before Aug. 26? Here's What History Suggests.

Nvidia is set to report Q2 fiscal 2027 earnings on Aug. 26 with analyst expectations for ~$91.8B in revenue and $2.08 EPS. While major AI hyperscalers continue robust capex spending on AI infrastructure—benefiting Nvidia's data center GPU business—historical analysis shows Nvidia stock has traded sideways to negative in the 1-3 months following earnings announcements over the past year, despite strong fundamentals. The article recommends dollar-cost averaging over time rather than attempting to time the earnings release.

08/04/2026, 1:12 PM • The Motley Fool

If a Bear Market Is Coming in 2026, Here's 1 ETF That History Says Has Never Let Investors Down

The article recommends the Vanguard S&P 500 ETF (VOO) as a reliable long-term investment strategy despite concerns about potential bear markets in 2026. With $1.7 trillion in assets under management, a 0.03% expense ratio, and 10-year annualized returns of 15.04%, the ETF provides diversified exposure to 506 of America's largest companies. Historical data shows the S&P 500 has delivered approximately 10% annual returns since 1928, even through major crises, supporting a buy-and-hold strategy for long-term investors.

08/04/2026, 10:30 AM • The Motley Fool

The Smartest Growth ETF to Buy Right Now -- and It's Up 50% in 2026

The VanEck Semiconductor ETF (SMH) has fallen 20% from recent highs as investors demand tangible AI results rather than aggressive spending. Despite the correction, the ETF presents a potential 'buy the dip' opportunity, as underlying demand for semiconductors remains strong with supply still lagging, giving chip companies pricing power to sustain earnings growth.

08/04/2026, 9:30 AM • The Motley Fool

Why the "Magnificent Seven" Trade Is Starting to Fracture, and Where You Should Invest Instead

The article argues that the Magnificent Seven tech stocks (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla) are destined to fracture as investor exuberance pushes valuations beyond fundamental value, similar to historical bubbles like the Nifty 50. The author recommends diversifying into consumer staples like Procter & Gamble and Coca-Cola, which offer stable dividends, reasonable valuations, and resilience through market cycles.

08/04/2026, 8:15 AM • The Motley Fool

3 Genius Artificial Intelligence (AI) Stocks to Buy Right Now

The article recommends three AI stocks as strong investment opportunities: Nvidia, Amazon, and Micron. Nvidia leads in AI infrastructure with impressive growth and reasonable valuation. Amazon is capitalizing on massive data center spending ($220 billion) to support AI workloads through AWS. Micron benefits from surging memory chip demand expected to persist through 2027.

08/04/2026, 6:15 AM • The Motley Fool

Jensen Huang's Push for Open-Weight AI Models Is Really a Bet to Expand Nvidia's Total Addressable Market

Jensen Huang's advocacy for open-weight AI models appears principled but is strategically designed to expand Nvidia's market. By democratizing AI across the economy, Nvidia ensures broader demand for its chips regardless of which model wins. While this strategy risks enabling competitors like China and potentially creating hyper-efficient models that need less computing power, it positions Nvidia to benefit from universal AI adoption.

08/04/2026, 6:10 AM • The Motley Fool

3 Stocks to Buy as AI Infrastructure Continues to Surge

With Alphabet and Amazon increasing their 2026 capital expenditure budgets for AI infrastructure, three semiconductor and memory companies are well-positioned to benefit: Nvidia leads in AI training and inference with its GPUs and networking portfolio; SK Hynix dominates the high-bandwidth memory market with over 50% share; and TSMC is the only company capable of manufacturing advanced chips at scale for AI data centers.

08/04/2026, 5:30 AM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

President Trump Buys 2 AI Stocks That Wall Street Says Are Undervalued

President Trump's investment accounts purchased substantial shares of Alphabet and Meta Platforms in the first five months of 2026. Alphabet trades at an 18x earnings multiple, below its five-year average, with strong Q2 results and AI infrastructure momentum. Meta, despite missing earnings estimates due to AI infrastructure spending and legal costs, is positioned for future growth with AI monetization opportunities. Wall Street analysts view both stocks as undervalued with significant upside potential.

08/04/2026, 4:12 AM • The Motley Fool

Nvidia CEO Jensen Huang Said the Semiconductor Industry Could Grow to $7.9 Trillion to Support the Agentic AI Boom. Here Are 2 Stocks That Could Benefit

Nvidia CEO Jensen Huang predicts the semiconductor industry could grow 10x to $7.9 trillion over the next decade to support agentic AI systems. The article highlights Nvidia and Micron Technology as two stocks positioned to benefit from this expansion, citing their strong financial performance, market leadership, and attractive valuations.

08/04/2026, 1:30 AM • The Motley Fool

Investing in the "Magnificent Seven?" Pick Your Poison: Negative Free Cash Flow or an Unjustifiable Valuation.

The Magnificent Seven tech giants face a critical dilemma in 2026: companies aggressively investing in AI infrastructure report negative free cash flow, while those maintaining normal capex levels trade at unsustainable valuations. Most underperformed the S&P 500 year-to-date, with only Apple outperforming, leaving investors to choose between betting on AI-driven growth or accepting inflated valuations.

08/03/2026, 6:06 PM • The Motley Fool

Cathie Wood's Ark Invest Sold $11.8 Million of AMD Stock on a Single Day Last Month. Should Other Investors Also Sell?

Ark Invest sold $68.1 million of AMD stock in July, including an $11.8 million sale on July 17, likely due to high valuations after 180% gains over the past year. However, the article suggests long-term investors should hold AMD shares, as the company remains Ark Invest's second-largest position and has significant growth potential with a $2 trillion addressable market by 2030.

08/03/2026, 4:07 PM • The Motley Fool