Better Buy Amid the Tech Crown Shift : Apple vs. Nvidia

Apple and Nvidia, both valued at ~$5 trillion, compete for the world's most valuable company title. Nvidia dominates the AI data center GPU market with 86% share and is expanding into CPUs, with strong earnings growth of 140% YoY. Apple is taking a different approach, leveraging its new Siri AI to drive iPhone upgrades and expand subscription services. While both are solid investments, Nvidia has a slight edge due to greater growth opportunities from ongoing data center expansion.

07/29/2026, 1:30 PM • The Motley Fool

Intel's Data Center Revenue Soared 59% in the Second Quarter. So, Why Did Wall Street Sell the Stock?

Intel reported impressive Q2 2026 earnings with 59% growth in its Data Center and AI division and 25% overall revenue growth—the fastest in 15 years. However, the stock fell 8% due to an $11.03 billion GAAP net loss (driven by a $12.5 billion non-cash CHIPS Act charge) and significantly higher capital expenditure guidance of $20 billion for 2026, up from original plans. While the core business is improving with strong margins and data center momentum, the unprofitable Foundry segment continues to drag on financials.

07/29/2026, 1:15 PM • The Motley Fool

Is a Caterpillar Stock Split Inevitable?

Caterpillar stock has surged nearly 50% in 2026, trading near record highs above $800 per share, driven by AI infrastructure demand. The article argues a stock split is inevitable given the Dow's price-weighted mechanics and Caterpillar's history of splits. The company benefits from strong fundamentals including 22% YoY revenue growth, a record $63 billion backlog, and 32 consecutive years of dividend increases, though its forward P/E of 36 commands a premium valuation.

07/29/2026, 1:13 PM • The Motley Fool

Vertiv Stock Recently Hit an All-Time High. Does Wall Street See More Upside?

Vertiv (VRT) has surged 96% over the past year but pulled back 24% from its May peak due to valuation concerns, trading at 58x current earnings. Despite the pullback, 22 of 33 analysts rate it a strong buy with a $377 consensus price target (31% upside), citing strong AI infrastructure growth prospects. The company manufactures data center power systems and cooling solutions, with Q1 revenue up 30% YoY and expected continued growth through 2027.

07/29/2026, 12:04 PM • The Motley Fool

The Real Reason Alphabet Could Win More of the AI Boom

Alphabet has built a comprehensive AI infrastructure stack spanning custom TPUs, data centers, Gemini, Search, YouTube, and Cloud services. This integrated ecosystem could provide significant cost advantages, strengthen profit margins, and create a durable competitive advantage that Wall Street may not have fully recognized.

07/29/2026, 11:37 AM • The Motley Fool

Ford Just Delivered Bad News for Tesla Investors

Ford announced it will achieve point-to-point autonomy by 2028 with Apple executives working on the technology, positioning itself to enter the robotaxi market. This threatens Tesla's dominance in robotaxis, one of the key growth drivers justifying Tesla's extremely high P/E ratio of ~300. As traditional automakers like Ford, Toyota, and Volkswagen enter the robotaxi space, competition will intensify and pressure Tesla's future margins and growth rates in this sector.

07/29/2026, 11:30 AM • The Motley Fool

Famous Investor Michael Burry Is Short Nvidia, Palantir, and Tesla. Why I'd Buy 1 of the Stocks, Hold Another, and Sell the Third.

Michael Burry is short on Nvidia, Palantir, and Tesla, but analyst Geoffrey Seiler disagrees with his bearish stance on all three. Despite Burry's concerns about AI spending slowdowns, Seiler recommends buying Nvidia due to strong capex trends and attractive valuation. Palantir is rated a hold despite high valuations, given its rapid growth and strong net dollar retention. Tesla is recommended as a sell due to loss of regulatory credits, weak auto sales, and execution risks in robotaxi and robotics ventures.

07/29/2026, 11:15 AM • The Motley Fool

Cathie Wood Just Bought Nvidia Stock, Is It Finally Time to Buy?

Nvidia stock has declined 17% since its May peak, but the company's fundamentals remain strong with 85% year-over-year revenue growth and more than doubled profits. Cathie Wood's Ark Invest is buying Nvidia across five ETFs, viewing the stock as undervalued at 15-16x forward earnings despite robust growth. While headwinds exist including supply chain constraints and trade concerns, the company's dominant position in AI accelerators and strong guidance support the bullish case.

07/29/2026, 9:17 AM • The Motley Fool

Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today

The article compares Vertiv and ON Semiconductor as AI infrastructure plays. Vertiv offers stronger near-term exposure to the AI build-out phase with data center infrastructure, while ON Semiconductor provides better long-term potential through its positioning in physical AI (robotics, autonomous vehicles, edge computing) via its power/sensing business and the $7 billion Synaptics acquisition. ON Semiconductor trades at a significant valuation discount despite superior long-term growth prospects.

07/29/2026, 9:05 AM • The Motley Fool

Engineering AI startup, P-1 AI, Announces Its Series A Financing Led by NEA, Adding Jeff Immelt to the Company’s Board

P-1 AI, which develops Archie, an agentic AI engineer for hardware design disciplines, raised $50 million in Series A funding led by New Enterprise Associates. The round brings former GE CEO Jeff Immelt to the board and reflects strong commercial traction with major industrial customers in data center, automotive, and aerospace & defense sectors.

07/29/2026, 8:35 AM • GlobeNewswire

Prediction: AMD Stock Could Double by 2028. Here's Why

AMD is positioned to capture significant market share in AI accelerators with major contracts from Microsoft, Meta, OpenAI, and Anthropic providing multi-year revenue visibility. Wall Street projects AMD's revenue to grow from $50B in 2026 to over $100B by 2028, with EPS rising from $7.50 to $20. Even with P/E compression from current levels of 64 to 48-52, the stock could appreciate up to 101% by 2028.

07/29/2026, 6:28 AM • The Motley Fool

Only 2 "Magnificent Seven" Stocks Are Beating the Market This Year. What's Going On?

Despite the S&P 500 gaining 8% year-to-date, only Apple and Nvidia from the 'Magnificent Seven' tech stocks are outperforming the broader market. Investor concerns about high oil prices, massive AI capital expenditures, and elevated market valuations (CAPE ratio at 41) have pressured most mega-cap tech stocks. Apple's cautious AI approach and focus on iPhone sales, combined with Nvidia's dominance in AI chips (90% market share), have positioned them as safer bets during market volatility.

07/29/2026, 6:15 AM • The Motley Fool

HTX's First TradFi "Trade to Earn" Campaign Unleashes New Trading Momentum: Rewards Exceed $23,000, Fee Savings Reach 1.8 Billion $HTX

HTX completed its inaugural TradFi 'Trade to Earn' campaign, generating 63.37 million USDT in trading volume with up to 110% fee rebates. The campaign distributed 23,477 USDT in rewards while saving users 22,238 USDT in fees. Trading fees were allocated to buy back and burn $HTX tokens, linking platform growth to token value creation. HTX plans to launch a second phase with expanded TradFi asset access.

07/29/2026, 3:17 AM • GlobeNewswire

Nvidia Stock Is Trading at a Shocking Valuation. Now Is the Perfect Time to Buy

Nvidia is trading at an attractive valuation with a trailing P/E ratio of 31.7 (lowest since 2023) and forward P/E of 23x, comparable to the S&P 500 despite growing at 85% year-over-year. With AI hyperscalers expected to increase spending in 2027 and forecasts of $1 trillion+ in data center capital expenditures, the article argues that none of this future growth is priced into the stock, making it a compelling buying opportunity.

07/28/2026, 5:30 PM • The Motley Fool

University of Wyoming, NSF ASCEND Engine and NVIDIA Bring AI Summit to the Mountain West

The University of Wyoming, NVIDIA, and the National Science Foundation ASCEND Engine are hosting the Mountain West AI & HPC Summit in Laramie from August 31-September 2, 2026. The three-day conference will feature keynote presentations, hands-on training, and technical sessions focused on AI, high-performance computing, and applications in weather prediction and wildfire monitoring for the Mountain West region.

07/28/2026, 3:55 PM • GlobeNewswire