SpaceX vs. the "Magnificent Seven": How the New Nasdaq-100 Member Stacks Up

SpaceX was added to the Nasdaq-100 on July 7 with a $2 trillion valuation from its $86 billion IPO, but the stock has fallen 25% since then. While analysts expect strong revenue growth (87% by 2026), SpaceX trades at an extremely high valuation (77x sales) compared to the Magnificent Seven tech giants, is currently unprofitable, and lacks the proven track record of established competitors like Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla.

08/02/2026, 5:19 PM • The Motley Fool

Stock Market Today, July 31: Rivian Beats Q2 Revenue Estimate as Concerns of Rising Costs Weigh on Stock

Rivian Automotive beat Q2 revenue expectations with $1.66 billion in sales versus the estimated $1.51 billion, but the stock fell 9.57% as investors remain concerned about rising component costs and profitability challenges. The company increased its 2026 delivery guidance and began R2 SUV production, yet market sentiment remains cautious about demand and the path to profitability.

07/31/2026, 5:14 PM • The Motley Fool

Elon Musk Has Missed His Own Robotaxi Timelines Four Times Since 2025. Should Investors Still Believe the Next One?

Tesla CEO Elon Musk has a documented history of missing autonomous driving and robotaxi deadlines, with failed predictions dating back to 2013. Despite this track record, major investor Cathie Wood of Ark Invest is buying Tesla stock following recent weakness, betting heavily on the robotaxi division's potential $8-10 trillion market opportunity by 2030. While Musk's predictions remain unreliable, AI acceleration and Tesla's manufacturing capabilities position it competitively in the emerging robotaxi market.

07/31/2026, 5:05 PM • The Motley Fool

Prediction: Buying NuScale Right Now Could Make You Richer by 2036

NuScale Power is positioned to benefit from surging electricity demand driven by AI, data centers, and EV adoption. The company has NRC-approved small modular reactor (SMR) technology and two potential first deployments in Romania and the U.S. The author predicts that by 2036, successful deployment will establish confidence in the technology, potentially transforming NuScale into a long-term wealth builder for patient investors willing to hold for a decade.

07/31/2026, 12:30 PM • The Motley Fool

Is This EV Stock The Next Tesla?

Rivian's stock has plummeted 80% since its 2021 IPO despite initial comparisons to Tesla. While the company expects delivery growth from 42,247 vehicles in 2025 to 62,000-67,000 in 2026 driven by its cheaper R2 SUV, it faces significant challenges including supply chain constraints, reduced EV subsidies, and intense competition. Even at its projected delivery levels, Rivian would only match Tesla's 2016 performance, making it unlikely to replicate Tesla's growth trajectory in today's crowded EV market.

07/31/2026, 12:21 PM • The Motley Fool

Prediction: Tesla Will Lose Its Trillion-Dollar Market Cap Before 2027.

Tesla's market cap of $1.18 trillion is predicted to fall below $1 trillion (requiring a ~16% decline to $250/share) before year-end 2026. Despite record Q2 deliveries of 480,126 vehicles and $28.2B revenue (up 26% YoY), operating income plummeted 57% YoY to just $398M with operating margins collapsing to 1.4% from 4.1%. The company is aggressively spending on AI, robotaxi development, and Optimus robots, with CFO guidance indicating capex will exceed $25B in 2026 and continue growing through 2027-2028. At 275x earnings with shrinking profitability, the stock lacks near-term support, though a robotaxi breakthrough could spark a rally.

07/30/2026, 5:14 PM • The Motley Fool

SpaceX Is Down Nearly 50% From Its All-Time High -- That's Great News for Long-Term Investors

SpaceX stock has fallen 50% from its all-time high of $225 to $112.20, shedding $1.2 trillion in market value. While the company still carries a $1.5 trillion valuation that appears expensive by traditional metrics, the declining price makes it a more attractive long-term opportunity. However, the author recommends waiting for even more reasonable valuations before investing, as the stock's current price still depends heavily on ambitious future visions rather than current business fundamentals.

07/30/2026, 4:05 PM • The Motley Fool

This Overlooked AI Trade Has Been Quietly Outperforming Nvidia Over the Last 6 Months

While Nvidia remains a top AI stock, Rivian Automotive has quietly outperformed it over the last six months by heavily investing in AI-powered autonomous vehicle technology. The EV maker is positioning itself as a supplier to robotaxi operators, with a major $1.25 billion deal with Uber for 50,000 R2 SUVs. Despite current losses, Rivian's smaller market cap ($24B vs Nvidia's $4.8T) offers greater growth potential if autonomous driving becomes mainstream by 2031.

07/30/2026, 12:23 PM • The Motley Fool

There's a 74% Chance SpaceX and Tesla Will Merge by May 2027, According to Kalshi -- but 2 Negatives Don't Make a Positive on Wall Street

Prediction market Kalshi assigns a 74% probability that SpaceX and Tesla will merge by May 2027, fueled by Elon Musk's comments about increasing overlap between the companies during Tesla's earnings call. However, analysts argue a merger would be problematic: SpaceX lacks profitability and is capital-intensive, while Tesla's profits rely heavily on non-sustainable sources like regulatory credits. Combining the two would expose unfulfilled promises baked into both valuations.

07/30/2026, 5:06 AM • The Motley Fool

Cathie Wood Bought $53.5 Million of Tesla Stock Right After Elon Musk's Post-Earnings Sell-Off. Is a Rebound Coming?

Ark Investment Management purchased $53.5 million in Tesla stock following the company's mixed Q2 earnings report, which showed strong vehicle deliveries (480,126 units, +25% YoY) but declining profitability (EPS down 18% YoY to $0.33). The stock's potential rebound depends on Tesla's ability to scale its robotaxi business and deliver on its Optimus humanoid robot project, though investors should be cautious about management's track record of overpromising.

07/30/2026, 1:30 AM • The Motley Fool

Tesla Delivered 480,126 Vehicles in a Quarter and Still Missed on Profit. Here's Where the Money Went.

Tesla beat delivery and revenue estimates in Q2 2026 with 480,126 vehicles delivered, but missed profit expectations due to rising costs and lower automotive revenue per delivery. Cost of goods sold increased from higher commodity costs and promotional financing expenses, while operating expenses rose from R&D spending on new products like the Semi truck, Optimus, and Cybercab. The slower-than-expected robotaxi rollout is making investors less forgiving of these margin pressures.

07/29/2026, 10:02 PM • The Motley Fool

Prediction: Bitcoin Will Be Worth $2.5 Trillion in 3 Years

The article predicts Bitcoin will reach $126,000 (its all-time high) within three years, resulting in a $2.5 trillion market cap, based on an assumed 25% compound annual growth rate. The author argues Bitcoin has entered a maturity phase with institutional investment, behaving more like a high-beta tech stock rather than delivering explosive early-stage returns.

07/29/2026, 6:13 PM • The Motley Fool

Even a Successful Starship Launch Wasn't Enough to Lift SpaceX Stock. Investors Are Still Worried About This 1 Thing

SpaceX's successful 13th Starship test flight failed to boost investor sentiment due to concerns over massive AI infrastructure spending. The company allocated 76% of its $10 billion Q1 capex to AI programs, with annual capex accelerating to $20.7 billion in 2025. Investors remain skeptical that these AI investments will generate profits, especially since SpaceX is not yet profitable and trades at a premium valuation (P/S ratio of 77 vs. tech sector average of 7).

07/29/2026, 3:23 PM • The Motley Fool

Tesla Stock Suffered Its Worst Week Since 2022, Falling 18% as Investors Balked at Elon Musk's Robotaxi and AI Spending Plans

Tesla stock plummeted 18% in a single week following Q2 earnings, marking its worst week since 2022. Despite strong revenue exceeding $100 billion in trailing-12-month sales, investors were concerned about shrinking operating margins (down to 1.4%), negative free cash flow of $1.1 billion, and massive capital expenditure plans including $25 billion in capex for the year and plans to borrow up to $30 billion. The sell-off reflects investor skepticism about Musk's ambitious robotaxi and Optimus robot investments, which remain far from commercialization.

07/29/2026, 2:05 PM • The Motley Fool

Ford Just Delivered Bad News for Tesla Investors

Ford announced it will achieve point-to-point autonomy by 2028 with Apple executives working on the technology, positioning itself to enter the robotaxi market. This threatens Tesla's dominance in robotaxis, one of the key growth drivers justifying Tesla's extremely high P/E ratio of ~300. As traditional automakers like Ford, Toyota, and Volkswagen enter the robotaxi space, competition will intensify and pressure Tesla's future margins and growth rates in this sector.

07/29/2026, 11:30 AM • The Motley Fool