Nvidia Just Made a $2 Billion Bet on Nebius. Here's Why It Matters.

Nvidia has invested $2 billion in Nebius, providing capital, hardware, and technical support to help the AI cloud company compete with larger providers. The partnership creates a closed-loop system benefiting Nvidia through both investment returns and chip sales, though Nebius faces high expectations and significant capital requirements.

07/31/2026, 8:06 AM • The Motley Fool

The Energy IPO Boom Is Just Getting Started. Here Are the Companies to Watch.

AI data centers are driving unprecedented electricity demand, with projections showing 26% surge in data center consumption by 2026. This has sparked an energy IPO boom, with Solv Energy, X-energy, and Fervo Energy going public this year. These companies, along with private firms like TerraPower and Commonwealth Fusion Systems, are developing next-generation power solutions including advanced nuclear reactors, geothermal systems, and fusion technology to meet the critical power supply bottleneck facing major tech companies.

07/31/2026, 6:10 AM • The Motley Fool

Prediction: Palantir Stock Is Going to Plunge on Aug. 4

Palantir Technologies is expected to report strong Q2 earnings on Aug. 3, likely beating Wall Street estimates as it has for 11 consecutive quarters. However, the article argues the stock will plunge on Aug. 4 due to an unsustainable valuation. With a price-to-sales ratio of 61 (down from over 100 at the start of 2026), Palantir remains in bubble territory. Historical precedent shows that companies at the forefront of major technological innovations rarely sustain such high valuations, and AI is unlikely to be an exception. The author predicts no earnings beat will be sufficient to justify the current stock price.

07/31/2026, 5:06 AM • The Motley Fool

STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear

STARTRADER announced the launch of 31 new US Share CFDs and ETF CFDs available from August 3-5, 2026, covering semiconductors, AI infrastructure, optical networking, and nuclear energy sectors. The expansion includes companies like ON Semiconductor, Cerebras Systems, Arista Networks, and NuScale Power, along with seven semiconductor and technology-focused ETFs, reflecting growing client interest in AI infrastructure markets.

07/31/2026, 3:02 AM • GlobeNewswire

Is AMD Stock Heading to $600 per Share?

AMD stock has surged 160% in 2026 and nearly reached $600 per share in late June, but analyst Keithen Drury argues the stock is overvalued. Trading at 61x forward earnings compared to Nvidia's 30.2x, AMD has priced in nearly two years of growth despite solid 38% YoY revenue growth and expected 44% growth for 2026. While AMD's data center division grew 57% YoY, the analyst suggests investors can find better values elsewhere in the market.

07/30/2026, 7:30 PM • The Motley Fool

Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Astera Labs, a profitable semiconductor connectivity provider with strong margins and a debt-free balance sheet but facing customer concentration risks, versus CoreWeave, a rapidly scaling cloud infrastructure platform with explosive revenue growth but significant losses and high debt. The author recommends Astera Labs despite its higher valuation due to its profitability and cash generation, while CoreWeave's aggressive expansion is consuming capital and generating substantial free cash flow losses.

07/30/2026, 5:30 PM • The Motley Fool

LEADING SYSTEM INTEGRATOR iBUYPOWER BRANCHES OUT TO PREBUILT AND CUSTOM HIGH-PERFORMANCE PROFESSIONAL WORKSTATIONS

iBUYPOWER, a gaming PC system integrator with 25 years of experience, has expanded into the professional workstation market with a new line of prebuilt and custom systems. The company simultaneously enhanced its warranty coverage to three years for both parts and labor, up from two years previously. The workstation lineup ranges from $3,349 to $19,149 and features configurations with Intel Core Ultra, AMD Ryzen, and high-end GPU options including NVIDIA RTX PRO Blackwell.

07/30/2026, 2:52 PM • GlobeNewswire

Meet the Super Semiconductor Stock Crushing Nvidia With a 12-Month Return of 129%

Corning, a 175-year-old glass manufacturer, has emerged as a key player in the AI boom by supplying fiber-optic cables for data centers. With a 12-month return of 129%, the stock significantly outperformed Nvidia's 8% return. The company secured multi-billion dollar deals with Meta and Amazon, plans to expand manufacturing capacity tenfold, and projects doubling revenue from $20B to $40B by 2030. While trading at a higher P/E ratio than Nvidia currently, analysts believe the stock could deliver strong long-term returns if the company executes on its growth plans.

07/30/2026, 1:30 PM • The Motley Fool

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge

U.S. stock markets rebounded sharply on Thursday, with the Nasdaq Composite surging 2.6% to its best day since mid-June. Microsoft led the rally, jumping 16.4% after reporting $90 billion in quarterly revenue and 43% Azure cloud growth, proving that AI investments are generating real returns. While semiconductor stocks celebrated alongside Microsoft, Meta Platforms declined 9.2% after missing earnings expectations and reporting a 91% collapse in free cash flow, highlighting the contrast between profitable and unprofitable AI spending strategies.

07/30/2026, 1:26 PM • The Motley Fool

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

This Overlooked AI Trade Has Been Quietly Outperforming Nvidia Over the Last 6 Months

While Nvidia remains a top AI stock, Rivian Automotive has quietly outperformed it over the last six months by heavily investing in AI-powered autonomous vehicle technology. The EV maker is positioning itself as a supplier to robotaxi operators, with a major $1.25 billion deal with Uber for 50,000 R2 SUVs. Despite current losses, Rivian's smaller market cap ($24B vs Nvidia's $4.8T) offers greater growth potential if autonomous driving becomes mainstream by 2031.

07/30/2026, 12:23 PM • The Motley Fool

Alphabet Beat Nvidia in the First Half of 2026. Here's My Prediction for Which Stock Will Win in the Second Half.

Alphabet outperformed Nvidia in H1 2026, with shares up 14.3% vs. Nvidia's 7.4%, driven by strong Q1 earnings. However, investor concerns are mounting over Alphabet's massive AI infrastructure spending, which reached $80.6 billion in H1 and is projected to hit $200 billion for full-year 2026. The analyst predicts Nvidia will outperform in H2 2026 as hyperscalers continue heavy spending on AI infrastructure.

07/30/2026, 11:30 AM • The Motley Fool

Prediction: Apple Will Become a $5 Trillion Company on July 30

Apple is poised to become only the second company to reach a $5 trillion market valuation following its July 30 earnings report. The company has impressed investors with strong iPhone sales (up 23% YoY in Q1 FY2026), a cost-effective AI strategy through a partnership with Alphabet, and recent positive announcements including a Broadcom deal and new Apple Upgrade leasing program. Wall Street expects Q3 revenue of $108.96 billion (16% increase) and EPS of $1.89, with market approval likely to push the stock past the $5 trillion milestone.

07/30/2026, 10:15 AM • The Motley Fool

Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?

Nvidia is rapidly gaining market share in the server CPU market with its Grace and newly launched Vera processors, which claim significant performance advantages over Intel and AMD's x86-based chips. While Intel and AMD currently dominate with combined data center revenues around $50 billion annually, Nvidia is projected to capture $20 billion in Vera server CPU revenue this fiscal year alone. Analysts predict Arm-based CPUs could capture nearly 90% of the server CPU market by 2029, potentially threatening Intel and AMD's growth momentum.

07/30/2026, 8:23 AM • The Motley Fool

The Bull and Bear Case for Palantir, According to Wall Street

Palantir Technologies has become a divisive stock with strong fundamentals but elevated valuation concerns. The company reported impressive Q1 results with 133% U.S. commercial revenue growth and record profitability, with analyst Param Singh predicting a beat and raise for Q2 earnings. However, critics like Michael Burry warn the stock is a "sand castle" with a forward P/E of 90, vulnerable to AI growth slowdowns. Investors must weigh the company's exceptional execution against its premium valuation and controversial government contracts.

07/30/2026, 5:30 AM • The Motley Fool