Not Palantir. Not Snowflake. This AI Software Stock Could Be the Biggest Winner of 2027.

CrowdStrike, the second-largest cybersecurity company, is positioned as a potential major AI winner in 2027 due to growing demand for AI-powered cybersecurity solutions. The company is a founding member of Anthropic's Project Glasswing and has expanded partnerships with major AI developers. With strong Q2 results showing 26% revenue growth and record net new ARR additions, CrowdStrike is well-positioned to benefit from increased cybersecurity spending as AI adoption accelerates.

10/20/2026, 5:32 AM • The Motley Fool

Palantir Stock Is Near a Record High. Should Investors Sell?

Palantir Technologies is trading near all-time highs with impressive Q2 2026 results showing 93% revenue growth and 62% adjusted operating margins. However, the stock's 171 P/E ratio leaves little room for disappointment. The article advises existing shareholders to reassess their positions based on future return potential rather than past gains, considering whether the valuation justifies continued holding and whether the position size creates excessive portfolio concentration risk.

10/19/2026, 3:00 PM • The Motley Fool

Why Palantir Technologies Stock Rallied Today

Palantir Technologies stock surged up to 5.9% on Monday following the announcement of a new partnership with Knox Systems, a major Federal and Department of Defense managed cloud provider. The collaboration aims to accelerate deployment of Palantir's data mining and AI solutions in secure federal environments by streamlining FedRAMP certification processes. Despite a high P/E ratio of 83x, analysts view the stock as undervalued based on its PEG ratio of 0.5, supported by triple-digit profit growth.

10/19/2026, 12:31 PM • The Motley Fool

Rule Breakers Analysts Hunt AI’s Invisible Winners

David Gardner and the Rule Breakers team believe the most promising AI investment opportunities lie not with AI infrastructure builders like Nvidia and Alphabet, but with companies that invisibly integrate AI into innovative products and services—similar to how Uber and Airbnb leveraged the internet. They're seeking the next generation of Rule Breakers that will transform industries while customers remain unaware of the underlying AI technology.

10/19/2026, 9:56 AM • The Motley Fool

NASA to Buy a New Space Station. Price Tag: $34.1 Billion

NASA released a Request for Proposals for building a replacement to the International Space Station, with a total budget ceiling of $34.1 billion over 15 years. Four teams—Axiom Space, Blue Origin-led Orbital Reef, Starlab, and Vast—are competing for the contract. NASA will award funding to two or more contractors, with phase 1 offering at least $100 million per team for design and engineering. Winners can expect significant revenue streams, with NASA committing to at least four crewed missions and eight supply shipments in the first four years alone.

10/18/2026, 7:07 AM • The Motley Fool

Here's What $10,000 Split Across SpaceX, Palantir, and 3 AI Chip Stocks Could Be Worth in 2035

An investment strategy proposing to split $10,000 equally across five stocks: SpaceX, Palantir, Broadcom, AMD, and TSMC. The article outlines bull and bear cases for each company through 2035, with potential portfolio growth ranging from barely beating inflation to exceeding $30,000 depending on execution and market conditions.

10/18/2026, 4:07 AM • The Motley Fool

Is Palantir Stock a Buy Right Now?

Palantir Technologies has delivered an 18-bagger return since going public six years ago, driven by its data-aggregation platforms Gotham and Foundry that serve government and commercial clients. The company turned profitable in 2023 and was added to the S&P 500 and Nasdaq-100 in 2024, with analysts projecting 59% revenue and 70% EPS growth through 2028. However, the stock trades at a premium 87x forward earnings, and rising interest rates could compress valuations. The author recommends waiting for improved macro conditions before buying.

10/17/2026, 1:05 PM • The Motley Fool

The Stock Market Looks Vulnerable. Should Investors Sell Their Stocks Now?

While the stock market faces vulnerabilities from persistent inflation, AI investment risks, and high valuations, investors shouldn't panic sell. Instead, they should evaluate whether their holdings can withstand downturns, diversify portfolios, maintain financial flexibility, and distinguish between fundamentally weak businesses and temporarily depressed quality companies that could present buying opportunities.

10/17/2026, 10:23 AM • The Motley Fool

The Nasdaq-100's 6 Best Stocks This Year, and Whether They Can Keep Going

The article examines the six best-performing Nasdaq-100 stocks in 2026, led by Moderna (up 667%), followed by SanDisk, Micron Technology, Marvell Technology, AMD, and Intel. While these stocks have benefited from AI-driven demand and strong fundamentals, the article cautions that their massive gains may already be priced in, making future performance uncertain. Past performance does not guarantee future results, as illustrated by examples like Novo Nordisk, which surged in 2023 but declined in 2024.

10/17/2026, 8:45 AM • The Motley Fool

Stock Market Today, Oct. 16: Tech Stocks Plunge as AI Software Valuations Reverse

Major tech indices declined on October 16, 2026, as AI-focused software stocks experienced a sharp reversal. The S&P 500 fell 1.07%, the Nasdaq Composite plummeted 2.15%, and the Dow Jones slipped 0.34%. Goldman Sachs reported that hedge funds sold AI stocks at the second-fastest pace in over a year, triggering a tactical rotation away from smaller AI names toward larger, steadier companies and defensive stocks.

10/16/2026, 5:49 PM • The Motley Fool

The Stock Market Has Seen This Happen Only 2 Other Times in Over 150 Years, and History Has an Ominous Warning for Investors

The S&P 500's CAPE ratio has reached its second-highest level ever at above 40, a warning sign previously seen only before the Great Depression (1929) and dot-com bubble (2000). While renowned investors like Michael Burry and Ray Dalio warn of an AI bubble, the article advises against market timing, recommending consistent dollar-cost averaging into index ETFs instead, as historical data shows missing the market's best days significantly reduces returns.

10/16/2026, 1:30 PM • The Motley Fool

Palantir Stock Is Near Its Record. Here's the Price at Which I'd Buy It.

Palantir Technologies trades near record highs at ~$198, commanding a 170x earnings multiple. While the company demonstrates exceptional growth with 93% revenue increases and rapidly rising profits, analyst Daniel Sparks considers the current valuation excessive. He would buy the stock at ~$140 per share (120x earnings), a level the market accepted just months ago. However, if earnings continue growing as expected, the stock could reach that valuation without falling.

10/16/2026, 10:37 AM • The Motley Fool

The Defense ETF Duel: Old Guard Aerospace or Next-Gen Tech?

Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL) offer different approaches to defense sector investing. PPA, the larger and more established fund with $7.4B in AUM, delivers higher dividends (0.4% yield) and lower volatility with traditional aerospace exposure. MISL, launched in 2022 with a more concentrated 39-holding portfolio, emphasizes next-gen defense tech including Palantir and SpaceX. Since 2022, PPA has outperformed with 117% total return (21.6% CAGR) versus MISL's 105% (19.8% CAGR), though both have slightly elevated expense ratios around 0.58-0.60%.

10/16/2026, 8:45 AM • The Motley Fool

Prediction: Palantir Stock Will Be Worth This Much by the End of 2027

Palantir Technologies trades at $204/share with a $491 billion valuation, commanding a rich 61x sales multiple on 2026 guidance. The article presents two 2027 price target scenarios: a base case of $237 (13% upside) assuming 55% growth deceleration and multiple compression to 45x, and a bullish case of $310 (50% upside) assuming 65% growth and 55x multiple. Both scenarios depend critically on Palantir sustaining exceptional execution, with risks from government contract delays, slower AI adoption, or law of large numbers effects.

10/16/2026, 5:45 AM • The Motley Fool

Innodata vs. Nebius: Here's What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Nebius has experienced explosive revenue growth, tripling from $43.3M (Q3 2024) to $582.3M (Q2 2026), significantly outpacing Innodata's steady growth from $52.2M to $92.1M over the same period. However, Nebius faces existential risk with a Gartner report warning that 80% of neoclouds could disappear by 2030, while Innodata remains profitable with $14.4M net income in Q2 2026 versus Nebius's $190.4M net loss.

10/16/2026, 3:02 AM • The Motley Fool