Where Will Nebius Stock Be in 3 Years?

Nebius Group, an AI cloud infrastructure company, has secured over $40 billion in customer commitments and achieved 454% revenue growth in Q2 2026. However, the analyst projects a wide valuation range of $125-$835 per share by 2029, depending on per-megawatt pricing trends. The company faces significant shareholder dilution from convertible notes and massive capital expenditures ($8.1 billion in H1 2026), leading the analyst to remain on the sidelines until pricing stability is confirmed.

09/10/2026, 8:07 AM • The Motley Fool

Why CoreWeave Stock Soared 12% Today

CoreWeave shares gained 12% today despite no company-specific news, benefiting from a broader rally in the AI infrastructure sector. The gains were driven by Nebius's partnership announcement with Palantir, Department of Commerce investments in quantum computing companies, and Intel's processor price increase announcement. CoreWeave remains a volatile, high-risk stock with rapid revenue growth but massive losses due to heavy capital expenditures and debt servicing.

09/08/2026, 4:31 PM • The Motley Fool

Why Nebius Stock Jumped Today

Nebius Group announced a partnership with Palantir to deliver sovereign AI infrastructure services. The deal positions Nebius as Palantir's preferred sovereign AI infrastructure partner, expanding Nebius beyond its hyperscaler customer base into government and enterprise markets. Nebius stock rose 7.61% on the news despite broader market decline.

09/08/2026, 3:25 PM • The Motley Fool

Nvidia, Palantir, and Meta Platforms Are Rattling Wall Street With This $18.6 Billion Warning

Insiders at three major AI companies—Nvidia, Palantir, and Meta—have collectively sold $18.6 billion more stock than they've purchased over the past five years, with insider buying being almost nonexistent. While insider selling can be attributed to tax obligations, the lack of insider buying raises concerns about potential AI bubble risks, as historical patterns show investors often overestimate adoption rates of breakthrough technologies.

09/08/2026, 5:06 AM • The Motley Fool

Palantir Stock Could Make a Dramatic Move Over the Next Year (Hint: It Implies a Big Move)

Palantir Technologies has surged 39% since its Q2 earnings report, driven by stronger-than-expected results and improved guidance. The company's Q2 revenue jumped 93% year-over-year to $1.94 billion, with non-GAAP EPS up 156%. Strong demand for its AI Platform (AIP) and a robust revenue pipeline (RDV of $13.1 billion) suggest sustainable growth. With analysts expecting 114% earnings growth in 2026, the stock could potentially reach $255, implying 46% upside, though it may perform even better if it continues to outperform expectations.

09/07/2026, 9:23 AM • The Motley Fool

Michael Burry Says Palantir's Books Look More Like a Consultant's Than a Software Company's

Michael Burry, the investor behind 'The Big Short,' argues that Palantir Technologies' financial profile resembles a consulting firm rather than a software company, citing faster-growing accounts receivable than revenue, concentrated customer payments, and deferred revenue ratios similar to Accenture. Burry holds put options betting against the stock and suggests it could fall from its current $420 billion valuation to below $100 billion, though the company reported strong 93% year-over-year revenue growth.

09/05/2026, 11:26 PM • The Motley Fool

Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.

Peter Thiel's investment fund deployed over $418 million across eight stocks, with Amazon becoming his top position at 28% of his portfolio after purchasing 495,000 shares. Thiel also invested in several energy companies. Amazon benefits from AI as a user, developer, and seller of the technology, with its AI chips and AI products generating over $25 billion in annual run rates, while the company trades at 20x forward earnings.

09/05/2026, 6:05 AM • The Motley Fool

Why Figma Stock Climbed 13% in August

Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.

09/02/2026, 9:15 PM • The Motley Fool

Insider Waves Goodbye to More Than 48,000 Shares of Defense Stock Worth $4.8 Million

Mercury Systems CEO William L. Ballhaus sold 48,812 shares worth $4.8 million in a non-discretionary tax withholding transaction. The CEO retains 236,666 total shares valued at $22.3 million. While the company shows strong revenue growth and backlog, concerns include margin compression, valuation stretched at 5.0x price-to-sales ratio, and inflation pressures from legacy fixed-price contracts.

09/02/2026, 11:15 AM • The Motley Fool

Choosing the Better Space ETF: Tema's NASA Focused on Space Innovators or First Trust's MISL Targeting Aerospace and Defense

The Tema Space Innovators ETF (NASA) offers focused exposure to high-growth space companies but carries higher volatility (51% max drawdown) and fees (0.75%), while First Trust Indxx Aerospace & Defense ETF (MISL) provides broader diversification with lower costs (0.6%), stability, and dividend yield. NASA suits aggressive investors seeking outsized returns, while MISL appeals to conservative income-oriented investors preferring lower risk.

09/01/2026, 3:13 PM • The Motley Fool

Prediction: This Will Be Palantir's Stock Price in a Year (Hint: It Implies a Big Move)

Palantir Technologies has delivered exceptional financial results with 93% revenue growth and a Rule of 40 score of 155% in Q2 2026. Despite trading sideways this year, Wall Street analysts project the stock could reach $222 per share within a year if earnings growth continues at current rates. The company's ontology-based platform and AI orchestration capabilities position it well for sustained growth, though it trades at a rich 154x adjusted earnings multiple.

09/01/2026, 5:12 AM • The Motley Fool

Is it Too Late to Buy ServiceNow Stock?

ServiceNow stock has rallied recently as the management team has addressed investor concerns. The article examines whether it's still a good time to invest in ServiceNow, which is positioning itself to defend against AI-related threats in the enterprise software market.

08/31/2026, 8:19 PM • The Motley Fool

AI Deception Tools Market to Expand at 28.75% CAGR, Reaching USD 8.57 Billion by 2035 | SNS Insider

The global AI Deception Tools Market is projected to expand from $0.69 billion in 2025 to $8.57 billion by 2035, growing at a CAGR of 28.75%. North America leads the market, with the U.S. expected to grow from $0.20B to $2.45B. Cybersecurity dominates by application (48% share), while Machine Learning leads by technology. The market is driven by rising cyberattacks, increased adoption of AI-based threat detection, and growing demand across BFSI, government, and defense sectors.

08/28/2026, 8:00 AM • GlobeNewswire

2 Premier Artificial Intelligence (AI) Stocks That Can Plunge Up to 63%, According to Select Wall Street Analysts

Select Wall Street analysts warn that two prominent AI stocks face significant downside risk. Palantir Technologies has a 54% downside target due to unsustainable valuation multiples (P/S ratio of 72), while Tesla faces a 63% decline potential due to shrinking vehicle margins, aggressive valuation (198x P/E), and CEO Elon Musk's history of unfulfilled promises.

08/28/2026, 7:06 AM • The Motley Fool

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

08/27/2026, 3:31 PM • The Motley Fool