Big Tech Will Spend $745 Billion on AI This Year. These Stocks Get Paid on Every Dollar.

Amazon, Alphabet, Microsoft, and Meta are projected to spend $745 billion on capital expenditures this year, primarily for data center infrastructure. Hardware suppliers Nvidia, Broadcom, and Arista Networks are positioned to benefit from this spending through GPU sales, custom AI chips, and networking equipment. Nvidia trades at an attractive 14x forward P/E, Broadcom at 18x with strong AI revenue growth projections, while Arista commands a premium 38x valuation despite deployment risks.

10/15/2026, 7:10 AM • The Motley Fool

Most New Investors Pick the Wrong Stocks First. Here's What I'd Buy Instead.

New investors often chase hyper-speculative stocks driven by market hype rather than fundamentals. The article recommends a diversified approach starting with S&P 500 ETFs, then adding established companies with clear business models and proven staying power: Qualcomm, BlackRock, Roku, Walmart, and Brookfield Infrastructure.

10/15/2026, 6:05 AM • The Motley Fool

Agentic AI Could Push This Trillion-Dollar Chipmaker to New Heights, According to Wall Street Analysts

Agentic AI, which requires more computing power than standard chatbots, is expected to benefit semiconductor stocks, particularly AMD. The chipmaker's leading position in data center CPUs and ability to combine CPUs with GPUs into complete solutions positions it well for growth. Multiple Wall Street analysts have raised price targets for AMD, citing its partnerships with Meta and agentic AI infrastructure opportunities, though the stock's high valuation at 77x forward P/E warrants caution.

10/15/2026, 5:30 AM • The Motley Fool

2 Glorious Growth Stocks to Buy Hand Over Fist If the Stock Market Crashes

With the S&P 500 trading at elevated valuations similar to the dot-com bubble peak, a market correction appears increasingly likely. The article recommends two AI-focused growth stocks—Cohu and Upstart—as potential buying opportunities if a downturn occurs. Cohu supplies semiconductor testing equipment critical to AI chip production, while Upstart uses AI to revolutionize loan underwriting with superior accuracy compared to traditional methods.

10/15/2026, 5:02 AM • The Motley Fool

Global Microprocessor Market Size, Share, Growth Trends, and Forecast 2026-2035 | AI, High-Performance Computing, Automotive, and IoT Drive 8.7% CAGR Toward USD 191 Billion

The global microprocessor market is projected to grow from USD 85.4 billion in 2025 to USD 191 billion by 2035, expanding at an 8.7% CAGR. Growth is driven by rising demand for AI, high-performance computing, automotive electronics, IoT, and industrial automation. ARM architecture processors and mobile/laptop segments are key growth areas, with North America accounting for 22.9% of the market. Leading companies are investing in AI-optimized designs, energy-efficient chips, and strategic partnerships to strengthen their positions.

10/15/2026, 4:55 AM • GlobeNewswire

Not Memory. Not Energy. This Is the Biggest Bottleneck in Artificial Intelligence, and These Are the Companies That Can Benefit.

Capital constraints, not chip supply, represent the biggest bottleneck for AI data center expansion. Major hyperscalers like Alphabet, Amazon, and Meta face negative free cash flow as they scale AI spending. Custom silicon (XPUs) offer a solution by reducing upfront costs, positioning XPU makers like Broadcom and Marvell as major beneficiaries of this shift.

10/15/2026, 4:14 AM • The Motley Fool

The Stock Market Is Echoing a Warning From the Dot-Com Bubble, and History Says Investors Should Make This 1 Move

The S&P 500 has gained 100% over four years driven by AI enthusiasm, but the Buffett indicator—which measures total U.S. stock market value relative to GDP—has reached a historic high of 238%, surpassing dot-com bubble levels of 148%. This suggests stocks are overvalued relative to economic fundamentals. However, history shows that despite past market declines following similar peaks, the market has always recovered and delivered long-term gains, suggesting investors should maintain positions rather than sell.

10/15/2026, 4:10 AM • The Motley Fool

Can Apple Overtake Nvidia as the World's Largest Company in 2027?

The article argues that Nvidia will likely remain the world's largest company by market cap in 2027, despite Apple closing the valuation gap. Nvidia is expected to deliver 70% revenue growth next year and trades at a reasonable 14x forward earnings, while Apple's 16% growth is priced at a premium 31x earnings. The author contends that if Nvidia executes as expected, the stock could double, opening a commanding lead over Apple.

10/15/2026, 3:30 AM • The Motley Fool

Google Just Started Paying SpaceX $920 Million a Month. Here's What That's Worth per Share.

Google has begun paying SpaceX $920 million monthly for access to approximately 110,000 Nvidia GPUs under a 33-month contract (October 2026 - June 2029) worth about $30 billion total. This represents roughly $2.27 in sales per share and could increase SpaceX's annual revenue by over 50%. However, both parties have 90-day mutual cancellation clauses, so the income is not fully guaranteed.

10/15/2026, 2:05 AM • The Motley Fool

Anthropic Just Became the First Company in History To Reach This Milestone. Here's What It Means for AI Stocks

Anthropic reported $16.8 billion in Q3 revenue with a run rate of $67 billion, making it the fastest company to reach this scale in less than six years. The company is also profitable on an adjusted basis. This milestone demonstrates sustainable AI demand and validates the generative AI business model, suggesting the AI boom has significant room to grow.

10/15/2026, 12:23 AM • The Motley Fool

Invesco QQQ Doesn't Own a Single Bank, and That's Not the Only Thing the Nasdaq-100 Leaves Out

The Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100 index, excludes all financial companies and any stocks not primarily listed on Nasdaq. This means major banks like JPMorgan Chase and Wells Fargo, as well as NYSE-listed companies like Berkshire Hathaway, Visa, and Oracle, are absent from the fund. Despite missing the entire financial sector (11.5% of the S&P 500), QQQ has delivered superior long-term returns of 21% annually over 10 years compared to 13% for financial sector funds, though it underperformed in certain years like 2022 and 2024.

10/14/2026, 7:23 PM • The Motley Fool

SpaceX Stock Looks Expensive. Here's the Valuation Case for and Against.

SpaceX trades at a high valuation with a forward P/S multiple of 49x, but could appear undervalued if it achieves Elon Musk's ambitious $1 trillion revenue target by 2030. The bull case hinges on growth from AI infrastructure, Starlink, and mobile market expansion, while the bear case emphasizes the company's massive capital requirements and Musk's history of missed timelines.

10/14/2026, 6:30 PM • The Motley Fool

Broadcom vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026?

Broadcom and Marvell Technology are compared as semiconductor investments in the AI-driven data center market. Broadcom, a diversified infrastructure giant with $1.7T market cap, offers lower valuation multiples and locked-in multi-year revenue commitments from major tech companies. Marvell, a smaller pure-play data infrastructure specialist with $236B market cap, shows faster growth (42% YoY) but higher valuation and customer concentration risks. The article recommends Broadcom for its superior forward visibility and expanding AI revenue base.

10/14/2026, 6:02 PM • The Motley Fool

Jim Cramer Calls CoreWeave the "Real Deal," but the Stock Crashed 15% the Very Next Day. Should You Buy the Dip?

Jim Cramer endorsed CoreWeave as the only AI neocloud he trusts, but the stock plunged 15% the next day after venture capitalist Chamath Palihapitiya highlighted concerns about the company's soaring debt levels. CoreWeave faces significant financial risks with $51.6 billion in total debt obligations and projected negative free cash flow of $25-28 billion annually through 2028, raising questions about whether strong customer demand can offset the company's aggressive borrowing strategy.

10/14/2026, 5:30 PM • The Motley Fool

Microsoft Just Unveiled a Brand-New AI Chip. Could It Be the "Nvidia Killer" Everyone's Been Looking For?

Microsoft unveiled its Maia 300 AI chip, claiming 40% better token processing per megawatt than GPUs. Rather than competing on raw power where Nvidia dominates, Microsoft is targeting cost efficiency for AI inference workloads. The chip signals a shift in the AI industry from pure performance competition toward optimizing economics and cost-per-token delivery, though Nvidia's high-end processors remain critical to Microsoft's AI strategy.

10/14/2026, 4:57 PM • The Motley Fool