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

Stock Market Today, Oct. 14: CoreWeave Plummets on Gartner Neocloud Warning and Bond Yield Surge

CoreWeave stock crashed 15.46% on October 14, 2026, following Gartner's warning that 80% of neoclouds could disappear by 2030, exposing over $3.5 trillion in AI infrastructure spending to potential impairment. The decline was compounded by higher-than-expected CPI data and concerns about CoreWeave's bond yields surging to 15%, raising questions about a private credit bubble in the AI industry. Despite strong Q2 results and a large contract backlog, investors reassessed capacity spending across AI cloud infrastructure providers.

10/14/2026, 5:28 PM • The Motley Fool

Stock Market Today, Oct. 14: Oracle Tumbles on Hotter CPI Data Lifting Treasury Yields

Oracle stock fell 8.83% on October 14, 2026, following hotter-than-expected September CPI data that lifted Treasury yields and revived rate-hike concerns. The decline was compounded by existing worries about Oracle's AI cloud expansion costs, including Project Jupiter data center spending, which has pushed debt toward $167 billion and resulted in a credit rating downgrade to BBB-. Despite strong 30% year-over-year revenue growth driven by triple-digit cloud infrastructure gains, investors are concerned about margin pressure and the company's shrinking free cash flow, with potential dividend cuts possible.

10/14/2026, 4:52 PM • The Motley Fool

Over 25% of the Stocks in the S&P 500 Are Down 40% or More. 4 Bargain Tech Stocks to Buy Now

With over 25% of S&P 500 stocks down 40% or more from their highs, the article identifies four undervalued tech stocks as bargain opportunities: Netflix benefits from recession-resistant streaming and advertising growth; Oracle offers leveraged exposure to cloud computing with a massive backlog; ServiceNow is well-positioned for agentic AI orchestration; and AppLovin trades at a cheap valuation with strong revenue and earnings growth.

10/14/2026, 3:30 PM • The Motley Fool

Why CoreWeave Stock Tumbled Today

CoreWeave stock plummeted 14.4% after investor Chamath Palihapitiya posted a chart showing the company's bond yield reached 15%, up from 9% in summer. The surge reflects concerns about CoreWeave's $35 billion debt burden and its reliance on borrowing to fund chip and data center investments. Rising interest rates pose a significant threat to the company's profitability, though it continues to show strong revenue growth.

10/14/2026, 1:41 PM • The Motley Fool

Orchestrating Last-Mile Operations at Scale: Nucleus Research Names nuVizz an Accelerator in the 2026 TMS Value Matrix

nuVizz has been recognized as an Accelerator in Nucleus Research's 2026 Transportation Management Value Matrix for its specialized last-mile delivery TMS platform. The platform orchestrates complex delivery networks across internal fleets, contracted carriers, and delivery partners through a unified operating environment, addressing fragmentation issues in last-mile logistics.

10/14/2026, 10:00 AM • GlobeNewswire

Intuit vs. Oracle: Which Tech Stock Is a Better Buy in 2026?

The article compares Intuit and Oracle as investment options in 2026. Intuit trades at cheaper valuations but faces intense competition from low-cost alternatives and fintech startups in the tax software space. Oracle shows stronger growth momentum with 30% year-over-year cloud revenue growth and a large backlog of contracted services, though it carries higher debt levels. The author recommends Oracle over Intuit, citing Oracle's positioning in the growing AI infrastructure market versus Intuit's vulnerability to competitive moat erosion.

10/13/2026, 9:14 AM • The Motley Fool

Salesforce vs. ServiceNow: Which Technology Stock Is a Better Buy in 2026?

Salesforce and ServiceNow represent a classic growth-versus-value investment choice in enterprise software. Salesforce offers superior profitability (21.5% operating margin), lower valuation (13.4x forward P/E), and strong free cash flow, while ServiceNow delivers faster revenue growth (20.9% YoY) and AI-driven momentum but trades at a premium valuation (33.9x forward P/E). The article concludes Salesforce has distinct advantages in profitability and valuation for 2026.

10/12/2026, 9:15 AM • The Motley Fool

Bloom Energy vs. Vertiv: Which AI Infrastructure Stock Is the Better Buy After the Pullback?

Bloom Energy and Vertiv are two AI infrastructure plays that have recently pulled back. Bloom Energy focuses on fuel cell power generation for data centers, while Vertiv specializes in cooling systems. Vertiv's planned acquisition of UtilityInnovation Group expands it into on-site power and microgrids, offering more diversification. Bloom offers more concentrated upside if power becomes the key bottleneck, while Vertiv provides broader exposure to the AI infrastructure stack.

10/12/2026, 6:30 AM • The Motley Fool

Following OpenAI’s Revenue Report, Should You Really Buy AI Stocks Right Now?

OpenAI's annualized revenue fell to $50 billion (down from $68 billion reported previously), disappointing investors and triggering declines across AI stocks. While concerns about tech giants' $700 billion AI infrastructure spending persist, the article suggests the long-term AI opportunity remains bright. Investment suitability depends on risk tolerance, with recommendations ranging from dividend-focused alternatives for cautious investors to quality AI players like Nvidia and Amazon for moderate investors.

10/11/2026, 6:05 PM • The Motley Fool

We Are Witnessing the Stock Market Do Something for Only the 3rd Time in 156 Years, and History Is Clear About What Comes Next

The S&P 500's exceptional 21% annual returns since 2022 mirror historical peaks before major market corrections. With the CAPE ratio at 40.5 (only previously seen before the Great Depression and dot-com bubble), the article warns that the AI boom may be unsustainable. Goldman Sachs estimates hyperscalers could spend $1.4 trillion on AI capex by 2028, but this spending may never generate sufficient returns to justify the investment. The article recommends investors take profits and diversify away from AI-exposed stocks rather than timing the market.

10/07/2026, 5:30 PM • The Motley Fool

Scout Clean Energy Announces PPA with Oracle for Texas Wind Energy Farm

Scout Clean Energy announced a Virtual Power Purchase Agreement (VPPA) with Oracle for the majority of output from its 300-MW Ranchero Wind Farm in Texas. The agreement is part of Oracle's broader 1.7 GW renewable energy investment in Texas and supports Oracle's goal to match 100% of its custom AI data center electricity with carbon-free sources by 2035.

10/07/2026, 12:00 PM • GlobeNewswire

SpaceX vs. Nvidia: Which Is the Better Trillion-Dollar Artificial Intelligence (AI) Stock for 2027?

The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.

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

3 Magnificent AI Cloud Computing Stocks That Could Help Set You Up for Life

Microsoft, Amazon, and Oracle have secured hundreds of billions in contracted AI cloud revenue, demonstrating that AI demand is translating into real business commitments. Microsoft's Azure is running at $100B annually with a $678B backlog, Amazon Web Services locked in a $100B decade-long deal with Anthropic, and Oracle has a $664B backlog (with $300B from OpenAI). While these established tech giants face risks including potential AI spending slowdowns and customer concentration, their massive contracted backlogs and continued infrastructure investments suggest their AI cloud businesses are still in early growth stages.

10/06/2026, 2:18 PM • The Motley Fool

CloudBees Opens Denver Office as a Major U.S. Hiring Hub

CloudBees announced the opening of a new office in downtown Denver to serve as a hiring hub for engineering, product, and go-to-market roles. The expansion is part of CEO Moritz Plassnig's strategy to grow the company in key tech hubs globally. Denver's tech workforce is projected to grow 2.2% in 2026, and the city ranks 4th nationally for tech worker concentration.

10/06/2026, 10:00 AM • GlobeNewswire