Nvidia CEO Jensen Huang Just Posted For the First Time on X. Here's What He Said.

Nvidia CEO Jensen Huang made his first post on X to share a joint letter signed by 25 tech and AI companies urging lawmakers against overly restrictive AI regulation, particularly regarding open-weight models. The move reflects concerns that tight regulations could disadvantage U.S. companies as Chinese competitors release competitive open-weight AI models. The letter emphasizes the need for expanded compute access and avoiding premature restrictions that could drive innovation overseas.

07/24/2026, 2:28 PM • The Motley Fool

Palantir vs. Lockheed Martin: Which Defense Stock Wins the Next 5 Years?

Palantir Technologies offers explosive AI-driven growth potential with 78% earnings growth forecast, but trades at a premium 90x forward earnings valuation requiring flawless execution. Lockheed Martin provides steadier returns with modest 5% annual growth, a 2.65% dividend yield, and a reasonable 20x earnings multiple backed by strong defense spending and a funded backlog. For most risk-conscious investors, Lockheed Martin presents a more attractive risk-adjusted opportunity over the next five years, though Palantir could deliver higher absolute returns if its AI momentum sustains.

07/23/2026, 1:05 PM • The Motley Fool

Palantir's Secret Weapon Is Bigger Than Any Single AI Model

Palantir's competitive advantage lies not in building the smartest AI model, but in controlling the operating layer that connects AI models to enterprise data, workflows, permissions, and actions. This strategy could create a powerful competitive moat, though success depends on Palantir outrunning competitors and justifying its demanding valuation.

07/23/2026, 9:34 AM • The Motley Fool

This Tiny AI Stock Produces a 600% Return on Marketing Spend for Customers

Zeta Global, an AI marketing cloud platform, delivers an average 600% return on marketing spend for its customers. Despite strong fundamentals including 50% YoY revenue growth, 19 consecutive beat-and-raise quarters, and 189 super-scaled customers generating $321.3M annually, the stock is only up 8% this year. The company is expected to achieve GAAP profitability in 2026 and has a strategic partnership with Palantir that could generate over $100M in annual recurring revenue.

07/22/2026, 1:35 PM • The Motley Fool

Warren Buffett's Berkshire Hathaway Owns Zero Pure-Play AI Stocks. But This 2016 Acquisition Gives It Exposure to the Data Center Boom.

Berkshire Hathaway gains indirect AI exposure through its 2016 acquisition of Precision Castparts, a specialty metal components manufacturer. Originally considered a failed investment during the pandemic, Precision is now thriving by supplying turbine components for gas-powered data center turbines. The subsidiary's operating cash flow surged from $900 million in 2021 to $2.4 billion last year, demonstrating how Berkshire's long-term quality-focused investment strategy can unexpectedly benefit from emerging trends.

07/21/2026, 4:05 PM • The Motley Fool

SBA Announces $6 Million Competition for Women’s Business Center Modernization

The SBA announced a $6 million grant competition to modernize Women's Business Centers in eight underserved states and territories. The initiative establishes State Lead Centers and Service Centers to expand access to counseling, training, and capital for women entrepreneurs. Eligible non-profit organizations can apply by August 10, 2026, with funding amounts ranging from $200,000 to $2.08 million based on state population.

07/21/2026, 2:44 PM • GlobeNewswire

Should You Buy Sandisk Stock Before Aug. 5? (Hint: It Soared After the Past 2 Earnings Reports)

Sandisk, a NAND flash memory provider for AI data centers, has surged 3,810% since its February 2025 spinoff. The company posted phenomenal Q3 results with 251% YoY revenue growth and 78.4% gross margin. Management guides Q4 revenue at $8B (up 321% YoY) with 80% gross margin. While the stock has historically soared after earnings, it's down 36% over the past month. At a P/E of 47, there's potential for further gains, but investors should be cautious given AI sector concerns about overspending and rapid market shifts.

07/21/2026, 1:15 PM • The Motley Fool

Prediction: Palantir Stock Will Go Parabolic After Aug. 3. Here's Why

Palantir Technologies is expected to deliver strong Q2 results on Aug. 3, potentially driving a parabolic stock move. The company has beaten Wall Street expectations for four consecutive quarters, with impressive growth in new contracts ($2.41B in Q1, up 61% YoY) and remaining deal value ($11.8B, up 98% YoY). Renewed investor confidence in software stocks and Palantir's AI platform leadership position it well for continued gains.

07/21/2026, 9:09 AM • The Motley Fool

Prediction: This Could Be Palantir's Stock Price By the End of 2027

Palantir Technologies is predicted to reach a stock price of $352 by end of 2027, representing 161% upside from current levels. The prediction is based on Wall Street's consensus 2027 revenue estimate of $11.22 billion (46% growth), a maintained 53% profit margin, and a constant 152x P/E valuation. Despite recent 35% decline from peak, the company's accelerating growth (85% YoY in Q1), expanding margins, and proprietary Ontology AI platform support the bullish outlook.

07/21/2026, 3:02 AM • The Motley Fool

Palantir and Sandisk Both Posted Blowout Earnings in 2026. The Stock Market Rewarded Only One of Them the Same Day. Here's the Difference.

Despite both Palantir and Sandisk reporting exceptional earnings in 2026, the market responded differently to each company. Sandisk's stock soared following its earnings report due to strong NAND flash memory demand from data centers and a shift to long-term contracts, while Palantir's stock dropped despite robust growth. The divergence reflects investor concerns about SaaS vulnerability to AI agents and Palantir's stretched valuation at 149x earnings, compared to Sandisk's more reasonable 47x earnings multiple.

07/21/2026, 2:23 AM • The Motley Fool

Could Nvidia's Newest Partnership Unlock a Huge AI Growth Market?

Nvidia is expanding its AI growth strategy beyond hyperscalers through a new partnership with Palantir to help government agencies build secure, sovereign AI systems. This partnership could open a new market segment for institutional investors, potentially sparking further growth for Nvidia beyond its traditional cloud computing focus.

07/20/2026, 1:15 PM • The Motley Fool

Should You Buy Palantir Technologies Stock While It's Trading Below $140?

Palantir Technologies has delivered impressive financial results with 85% growth and 44% profit margins, driven by AI capabilities. However, despite a 24% decline this year and trading below $140, the stock remains expensive with a P/E multiple around 150 and forward P/E of 90x, making it vulnerable to sharp sell-offs if growth expectations aren't met.

07/20/2026, 1:06 PM • The Motley Fool

What Happens to Stocks After Joining the Nasdaq-100 (History Has a Clear Answer)

SpaceX joined the Nasdaq-100 in July 2026 following the index's new fast-track admission rules. Historical analysis of past additions shows that while stocks may see modest upward momentum around their inclusion, gains are typically limited and short-lived. SpaceX exemplifies this pattern, rising slightly after inclusion but then declining significantly. The article advises investors to focus on company fundamentals and profitability rather than index membership as an investment signal.

07/20/2026, 6:10 AM • The Motley Fool

5 Stocks to Buy If the Market Drops Again

The article discusses five stocks that investors should consider buying if the market experiences a pullback. The author identifies specific companies he would add to his portfolio during a market downturn, viewing it as an opportunity to purchase quality names at potentially lower valuations.

07/15/2026, 11:08 AM • The Motley Fool

Why Palantir Technologies Stock Popped Today

Palantir Technologies stock gained 2.2% on news that Q2 earnings will be reported on August 3. Wall Street analysts expect 80% year-over-year revenue growth to $1.8 billion and earnings to more than double to $0.35 per share. However, at 142x trailing earnings, the stock remains expensive even with strong growth projections. The author recommends focusing on free cash flow metrics when earnings are announced to determine if the stock is undervalued.

07/14/2026, 11:33 AM • The Motley Fool