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

Nvidia's Quiet Bet on AI Sandboxes Could Decide Who Wins the AI Agent Era

As AI agents begin executing code rather than just generating text, enterprises will need isolated sandbox environments to safely run generated code. This creates a new infrastructure market where Nvidia bets on faster cores, AMD on more cores per rack, Intel on existing x86 compatibility, and hyperscalers on custom silicon. The winner will be determined by which approach most efficiently completes agent tasks at scale.

07/28/2026, 1:34 PM • The Motley Fool

Prediction: Nvidia-SK Hynix Partnership Will Make Both Stocks Big Winners

Nvidia and SK Hynix announced a major partnership involving HBM supply and AI data center development. The deal positions Nvidia to secure its dominance in AI infrastructure with guaranteed high-bandwidth memory supply, while SK Hynix gains long-term revenue visibility and potential stock multiple expansion. Both companies are expected to benefit significantly from this strategic alliance.

07/28/2026, 1:27 PM • The Motley Fool

MEXC Users Put Nearly a Third of First-Month RealStocks Volume Into SpaceX

MEXC's RealStocks platform, which launched June 1st offering access to 7,000+ US stocks and ETFs, reported strong first-month trading insights. SpaceX dominated with 29.70% of trading volume, while seven AI-related assets collectively captured 23.67% of volume. The platform attracted over 120,000 users in its first month, with more than 40% of volume distributed outside the top 10 holdings, indicating portfolio-building behavior rather than speculative trading.

07/28/2026, 6:44 AM • GlobeNewswire

Forget Micron Stock at $920 Per Share. Buy This Memory-Focused Artificial Intelligence (AI) ETF Instead.

While Micron Technology stock has surged 671% over the past year, its steep valuation and high share price make it less attractive for some investors. The Roundhill Memory ETF (DRAM) offers a more accessible alternative at ~$50/share, providing diversified exposure to memory leaders including Micron, SK Hynix, and others. The global semiconductor memory market is projected to grow significantly from $190 billion in 2026 to $448 billion by 2034.

07/28/2026, 5:22 AM • The Motley Fool

Could Alphabet Overtake Nvidia to Become the World's Most Valuable Stock?

While Nvidia currently leads the AI infrastructure phase with a $4.8 trillion market cap versus Alphabet's $4 trillion, the article argues Alphabet could overtake it if AI spending shifts from building infrastructure to monetizing AI across existing products. Alphabet's massive user base, multiple revenue streams, and ability to embed AI into Google Search, YouTube, Workspace, and Cloud give it a credible path to becoming the world's most valuable company.

07/28/2026, 5:15 AM • The Motley Fool

Jerome Powell's Inflation Warning Rings Truer Than Ever After President Donald Trump's Latest Announcement

Former Fed Chair Jerome Powell's warnings about tariff-driven inflation are proving prescient as President Trump announces new tariffs on 60 trading partners ranging from 10-12.5%. Combined with energy supply shocks from the Iran war, broad-based inflation, and AI-driven price pressures, policymakers face a 'quadruple whammy' of inflationary factors ahead of the July 29 FOMC interest rate decision.

07/28/2026, 4:06 AM • The Motley Fool

Why Nvidia Stock Fell Today

Nvidia shares dropped 4.97% following reports that the chipmaker is in discussions to guarantee $250 billion in financing for a data center project in Ohio and potentially another $350 billion to finance OpenAI's AI chip purchases. Investors are concerned about circular financing arrangements that could increasingly tie Nvidia to OpenAI's fate, particularly given OpenAI's unprofitability and intensifying competition in the AI sector.

07/27/2026, 11:18 PM • The Motley Fool

Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia

Alphabet raised its 2026 capex guidance to $195-205 billion (from $180-190 billion) due to surging demand for AI services that is outpacing supply. With a $514 billion cloud backlog and plans to deploy Nvidia's next-generation Vera Rubin chips, Alphabet's increased spending is expected to significantly boost Nvidia's sales and growth trajectory.

07/27/2026, 3:33 PM • The Motley Fool

Nvidia and SpaceX Just Joined a New AI Security Alliance. Here's What It Means for Both Stocks.

Nvidia announced the formation of the Open Secure AI Alliance with roughly three dozen tech companies, including SpaceX's AI unit, to build open tools for protecting software and AI agents. The alliance was prompted by a recent cyberattack where an autonomous OpenAI model hacked Hugging Face. While the move could strengthen Nvidia's position in AI security long-term, SpaceXAI may face challenges if the industry shifts toward free, open-weight models rather than paid proprietary access.

07/27/2026, 3:02 PM • The Motley Fool

Oracle Stock Is Down 64% in 10 Months. Is This the Best Buying Opportunity in AI -- or a Falling Knife?

Oracle's stock has plummeted 64% from its September peak despite strong business fundamentals, including 21% revenue growth and a massive $638 billion backlog. However, the company has taken on nearly $130 billion in debt (300% debt-to-equity ratio) to build AI data centers, with roughly $300 billion of its backlog dependent on a single customer: OpenAI. OpenAI's severe unprofitability ($21 billion in losses against $13 billion in sales) and delayed IPO raise concerns about its ability to pay Oracle, making this a risky investment despite attractive valuations.

07/27/2026, 2:26 PM • The Motley Fool

Could AMD Dethrone Nvidia?

AMD is gaining ground in the AI chip market with major partnerships including deals with Anthropic, Microsoft Azure, OpenAI, and Meta, plus securing workloads from Turing. However, Nvidia still dominates with 80% market share and $75B in quarterly data center revenue compared to AMD's 5-7% market share. The article suggests both companies can grow substantially in the estimated $200B AI accelerator market by 2026, with AMD stock up 158% YTD versus Nvidia's 12% gain.

07/27/2026, 12:25 PM • The Motley Fool

Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years

Nebius Group stock surged 19% after Nvidia disclosed a 9.3% equity stake worth $5 billion. The neocloud infrastructure provider, backed by Nvidia's $2 billion March investment, is positioned for significant growth in the AI data center market. Analysts project Nebius revenue could increase 7x in two years, potentially doubling the company's market cap to $110 billion by 2028 if it trades at Nasdaq multiples.

07/27/2026, 11:17 AM • The Motley Fool

Kevin Warsh's Federal Reserve Just Issued an 11-Word Warning to Wall Street. Here's What History Says Comes Next.

The Federal Reserve under Kevin Warsh warned that prolonged above-target inflation could entrench inflation expectations, potentially triggering a wage-price spiral. Drawing parallels to the 1970s crisis that required Paul Volcker's painful 20% rate hikes, the article suggests the Fed may need to raise rates before year-end despite risks to the debt-fueled AI sector and stock market valuations.

07/27/2026, 10:15 AM • The Motley Fool

Taiwan Semiconductor's Latest Move Shows It's a Screaming Buy

Taiwan Semiconductor announced a $100 billion investment in U.S. Arizona production facilities, addressing geopolitical risks from its Taiwan location and signaling strong long-term AI chip demand through 2029-2030. The company's market dominance in chip manufacturing positions it to benefit from expanding data center buildouts, with management confident in sustained AI industry growth.

07/27/2026, 7:30 AM • The Motley Fool