Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)

Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.

08/13/2026, 4:48 AM • The Motley Fool

Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.

Bloom Energy claims to be the standard for AI data center onsite power generation, with Q2 revenue growing 165.5% year-over-year to $1.06 billion. The company's solid oxide fuel cell technology converts hydrogen, natural gas, or biogas into electricity. While the CEO may have overstated the company's market dominance, analysts maintain a consensus 12-month price target of $279.07 (30% above current price), and the technology shows strong long-term growth potential as the fuel cell market is expected to grow at nearly 40% annually through 2030.

08/12/2026, 2:05 PM • The Motley Fool

Should You Buy SoundHound AI Stock After Its 67% Plunge? The Answer Might Surprise You.

SoundHound AI stock has plummeted 67% from its late 2024 high despite strong Q2 2026 revenue growth of 45% and raised full-year guidance. The company's new OASYS platform enables custom AI voice agents, and the pending LivePerson acquisition could boost 2027 revenue to $350-400 million. However, the stock remains expensive at a 16.7 P/S ratio, and the company continues to post significant losses. The analyst recommends waiting for a better entry point due to execution risks and valuation concerns.

08/12/2026, 4:35 AM • The Motley Fool

Here's How the AI Trade Blows Up (Hint: It Has to Do With OpenAI, Anthropic, and China)

While the AI trade has driven significant returns, a potential vulnerability exists: hyperscalers have committed $700+ billion to AI infrastructure largely driven by OpenAI and Anthropic demand. If Chinese competitors' cheaper open-source models gain market share, these two companies could lose pricing power, leaving hyperscalers with massive stranded investments and poor returns on capital.

08/11/2026, 7:30 PM • The Motley Fool

Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue?

Bloom Energy has surged 153% in 2026 as a key power provider for AI data centers, leveraging its rapid fuel cell deployment advantage. With data center electricity consumption projected to grow 26% by 2026 and a potential 100GW U.S. power grid deficit by 2030, Bloom's ability to deploy systems in under two months positions it well. Recent earnings beat expectations with $1.07B revenue versus $827M consensus, and the company raised its 2026 revenue outlook to $3.9-4.2B. However, the stock remains volatile with a beta of 3.8.

08/11/2026, 4:05 PM • The Motley Fool

The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It

While AI data center power demand dominates headlines, Bloom Energy is capitalizing on an overlooked opportunity: providing rapidly deployable fuel cell power solutions to AI hardware manufacturers and advanced manufacturing facilities. With ~250 MW of contracted capacity for AI infrastructure companies and major partnerships with Oracle ($2.8 GW) and Brookfield Asset Management ($25 billion), Bloom is positioning itself as the standard for on-site power in the broader AI infrastructure ecosystem beyond just data centers.

08/10/2026, 6:15 AM • The Motley Fool

Oracle Surges: What's Driving the Sudden Rally

Oracle's stock rallied 27% over two weeks, driven by an expanded partnership with Google to integrate Gemini AI into Oracle's AI Agent Studio, and positive sentiment from Microsoft's strong earnings report showing Azure's continued growth. Despite being down 40% year-to-date due to concerns about capex spending and debt, analysts expect Oracle to grow revenue and EPS at 39% and 30% CAGRs through fiscal 2029, primarily fueled by its cloud infrastructure business.

08/07/2026, 5:10 PM • The Motley Fool

Why AMD Stock Dropped Today

AMD shares fell 7% despite strong Q2 earnings with revenue jumping 50% YoY and data center revenue doubling to $6.7B. The decline was triggered by Elon Musk's announcement that SpaceX would exclusively use Nvidia's AI chips, raising investor concerns about AMD's competitive position in the AI market.

08/05/2026, 10:12 PM • The Motley Fool

Here's Why Oracle's Stock Continues to Lag its Peers Like Amazon, Microsoft, and Alphabet

Oracle's stock declined 11.4% in July and continues to underperform peers like Amazon, Microsoft, and Alphabet, primarily due to concerns about its heavy reliance on OpenAI and the financial burden of investing in AI infrastructure before generating revenue from its $300 billion 5-year compute deal with OpenAI starting in 2027. However, recent positive developments including a $7 billion Pentagon contract and an expanded partnership with Google incorporating Gemini AI models into its enterprise applications suggest Oracle has diversified growth opportunities beyond AI computing services.

08/05/2026, 4:01 PM • The Motley Fool

The Hottest IPO of 2026 Will Shock You

Chinese memory maker CXMT surged nearly 500% on its IPO debut, raising $10 billion to expand DRAM capacity and potentially become the world's third-largest memory maker. The IPO highlights growing concerns about overcapacity in the memory chip market as multiple suppliers expand simultaneously, potentially leading to commodity pricing. Meanwhile, Nvidia continues making massive deals to backstop OpenAI's infrastructure projects worth hundreds of billions, raising questions about circular financing and sustainability.

08/05/2026, 3:11 PM • The Motley Fool

Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.

Four cloud computing giants gained $1.9 trillion in market cap over three trading days as investor sentiment shifted following earnings reports. Amazon and Microsoft's strong results eased concerns about AI infrastructure spending and negative free cash flow, demonstrating the long-term profitability of cloud investments. Microsoft emerges as the best positioned of the four, maintaining strong margins and positive cash flow while aggressively investing in AI.

08/05/2026, 1:20 PM • The Motley Fool

AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.

AMD reported record Q2 revenue of $11.5 billion with data center revenue doubling to $6.7 billion, but the stock fell 9% after-hours due to flat gross margin guidance for Q3 at 56% despite 41% year-over-year revenue growth, combined with nearly tripled capital spending to $808 million that is pressuring profitability.

08/05/2026, 9:21 AM • The Motley Fool

If a Bear Market Is Coming, 2 Stocks You Don't Want to Own -- and 1 You Do

The article warns that if a bear market occurs, it will likely stem from troubles in the AI sector. Oracle and CoreWeave are flagged as risky due to massive debt loads and heavy reliance on AI spending, particularly OpenAI. Berkshire Hathaway is recommended as a defensive hedge with $400 billion in cash to capitalize on market downturns.

08/05/2026, 6:15 AM • The Motley Fool

Why Big Tech's AI Data Centers Are Turning to Bloom Energy for Power

AI data centers are rapidly expanding and require 200 gigawatts of electricity by 2030, but utility companies cannot keep pace. Bloom Energy's hydrogen fuel cell technology is emerging as a solution, offering faster deployment, water-free operation, and quieter performance compared to traditional generators. The company secured a major expansion with Oracle (2.8 gigawatts) and is seeing strong revenue growth driven by customers like Honda, AT&T, and Walmart.

08/05/2026, 4:37 AM • The Motley Fool

Decision Intelligence Market Set to Surpass $88.98 Billion by 2035 | SNS Insider

The global decision intelligence market, valued at $17.00 billion in 2025, is expected to reach $88.98 billion by 2035, growing at a CAGR of 18.0%. Growth is driven by enterprise AI adoption, agentic AI, predictive analytics, and cloud-based automation across BFSI, retail, and healthcare sectors. North America leads with 46.2% market share, while Asia-Pacific is expected to witness the highest growth.

08/05/2026, 4:35 AM • GlobeNewswire