$10,000 in Tesla When It Joined the S&P 500 Would Be About $15,700 Today. An Index Fund Would Have Done Better.

Tesla stock purchased at $695 when it joined the S&P 500 in December 2020 has returned 57% over nearly six years, translating to roughly 8% annually. However, an S&P 500 index fund investment would have grown the same $10,000 to approximately $20,500 (13% annually), significantly outperforming Tesla. Despite the company tripling its revenue and achieving profitability, most of its growth was already priced into the initial valuation, causing the stock's P/E ratio to compress from 900x to 330x earnings.

09/12/2026, 6:18 PM • The Motley Fool

Not Nvidia. Not Micron. This Dirt Cheap “Magnificent Seven” Stock Could Be the Biggest Winner of the Trillion-Dollar AI Race – Here’s the Case.

The article argues that Alphabet, trading at a cheap 15x forward earnings valuation, could be the biggest winner in the AI race compared to other Magnificent Seven stocks. Unlike chip makers Nvidia and Micron who only profit from selling products, Alphabet benefits from AI as both a provider and user of AI technology, positioning it for success regardless of which chip designer gains market share. The company's Google Search dominance (90%+ market share) generates $81 billion in ad revenue, while its Google Cloud AI business is experiencing explosive growth.

09/12/2026, 6:15 PM • The Motley Fool

Applied Materials vs. Intel: Which Tech Stock Is a Better Buy in 2026?

Applied Materials and Intel represent different plays in semiconductor growth. Applied Materials supplies essential chip manufacturing equipment with strong profitability (24.7% net margin, $5.7B free cash flow) and a modest dividend. Intel is undergoing a capital-intensive transformation into a foundry business, currently unprofitable with negative free cash flow of $4.9B. The article recommends Applied Materials as the safer choice due to its financial stability, consistent profitability over 10 years, and lower business risk compared to Intel's uncertain transition.

09/11/2026, 8:15 AM • The Motley Fool

James Altucher: Elon Musk's Next Move Could Eclipse Everything He's Ever Built, and It May Be His Last

Tech investor James Altucher claims Elon Musk is positioning to dominate artificial intelligence through a combination of proprietary chip manufacturing (Terafab), a merger of his AI and space companies, and end-to-end control of AI infrastructure. Altucher argues this opportunity could outsize Tesla, SpaceX, and xAI combined and represents a once-in-a-generation technological shift.

09/08/2026, 3:00 PM • GlobeNewswire

Top AI Expert: Elon Musk Buried His Most Important Filing Under the Biggest Headline of the Year, On Purpose

AI expert James Altucher claims Elon Musk deliberately timed an FCC filing about AI satellite expansion to coincide with his record IPO announcement to avoid public scrutiny. The filing allegedly reveals Musk's plan to deploy up to one million AI-powered satellites in orbit and establish control over artificial intelligence infrastructure, positioning him similarly to how Rockefeller dominated the oil industry.

09/07/2026, 6:15 PM • GlobeNewswire

Is Tesla Stock Under $360 a Share an Obvious Buy in September?

Tesla stock has fallen over 20% this year and trades around $360, below analyst price targets. While the company achieved record Q2 EV deliveries with 26% revenue growth, profitability declined due to heavy capital spending on robotaxis, AI, and robotics projects. The analyst suggests the stock is not an obvious buy due to execution risks and lofty valuations (P/E ratios of 150-330), but could be reasonable for risk-tolerant investors with a 5+ year horizon.

09/07/2026, 1:34 PM • The Motley Fool

James Altucher: Elon Musk Is Quietly Running the Oldest Play in American Business, and Almost No One Has Noticed

Tech investor James Altucher argues that Elon Musk is employing John D. Rockefeller's vertical integration strategy in artificial intelligence, controlling the entire AI supply chain from rockets to chips through SpaceX. Altucher contends that Musk's space company provides an insurmountable competitive advantage, citing the failures of rivals like Virgin Orbit, Fisker, Astra, and Nikola that attempted to challenge him.

09/07/2026, 8:45 AM • GlobeNewswire

Where Will Tesla Be in 5 Years?

Tesla's Cybercab launch disappointed investors, with stock falling 6% on September 3. While the company has a $1.1 trillion market cap, it has underperformed the S&P 500 over the past five years (up 54% vs. 71%). The article argues Tesla's valuation is priced for perfection, with future profits from robotaxi and robotics ventures highly uncertain. Even assuming a 400% earnings increase by 2031, the stock would still trade at a steep 40x forward multiple, suggesting limited upside potential for investors.

09/07/2026, 5:15 AM • The Motley Fool

Cathie Wood's 2 Biggest Positions Are Both Elon Musk Companies. Together They Are 16% of the Fund.

ARK Innovation ETF has significant concentration risk with Tesla and SpaceX—both Elon Musk companies—comprising 16% of the fund's assets. Tesla fell 5.92% on Friday following a disappointing Cybercab launch event and a federal safety audit, accounting for over half of the fund's 1.06% decline. Both companies trade at expensive valuations despite SpaceX's impressive revenue growth and Tesla's unproven robotaxi timeline.

09/06/2026, 9:04 PM • The Motley Fool

Should You Forget SpaceX (SPCX) Stock?

SpaceX went public with enthusiasm around growth potential in space launches, satellite communications, and AI. While revenue surged 92%, the company posted a $541 million net loss in Q2. The stock trades at a steep valuation with a P/E ratio of 194 and price-to-sales ratio of 65, offering no margin of safety. Additionally, over a billion early investors' shares will unlock in September-October, potentially pressuring the stock downward. The author recommends steering clear despite analyst price targets suggesting 48% upside.

09/06/2026, 3:33 PM • The Motley Fool

Bill Gates Says He Still Won't Invest in Crypto, Calls It a "Pure Mania-Driven Asset." Here's Why He's Right.

Bill Gates reiterates his stance against cryptocurrency investment, describing Bitcoin as a 'mania-driven asset' lacking fundamental value. Unlike stocks in productive companies that generate revenue and earnings, Bitcoin's value depends solely on future buyer demand. While Bitcoin could continue appreciating, Gates argues that diversified stock portfolios offer a more tangible foundation for long-term wealth building.

09/05/2026, 7:30 PM • The Motley Fool

Prediction: Amazon Will Join Nvidia, Apple, and Alphabet in the $4 Trillion Club Before 2029

Amazon, currently valued at $2.75 trillion, is predicted to reach a $4 trillion market cap by 2029, requiring approximately 45.5% stock growth. Despite underperforming the S&P 500 over the past five years, Amazon's strong AWS cloud infrastructure growth (37% YoY), AI-driven demand, and e-commerce dominance position it well for future gains. The company's potential margin improvements through automation and robotics, combined with digital advertising growth, provide multiple growth engines.

09/05/2026, 3:20 PM • The Motley Fool

Tesla Launched the Cybercab Thursday, 6 Weeks After Removing Volume Production of It From This Year's Plan

Tesla launched its Cybercab robotaxi in Austin on Thursday with 45 vehicles authorized for driverless operation. However, the company removed the Cybercab from its 2026 volume production timeline in July, citing battery pack capacity as the main limiting factor for production ramps. While the launch proves the product works, meaningful revenue depends on resolving battery constraints, not production capacity.

09/04/2026, 6:21 PM • The Motley Fool

AST SpaceMobile vs. Space Exploration Technologies: Which Telecom Stock Is a Better Buy in 2026?

AST SpaceMobile and SpaceX compete in satellite connectivity but with different business models. AST SpaceMobile focuses on direct-to-device smartphone connectivity with partnerships from major telecom operators, while SpaceX leverages reusable rockets to scale its Starlink broadband service. Despite SpaceX's larger revenue base ($18.7B vs $70.9M) and established business, the article recommends AST SpaceMobile for 2026 due to strong telecom backing and clearer near-term profitability path, though both companies face significant cash burn and execution risks.

09/04/2026, 3:29 PM • The Motley Fool

Physical AI Infrastructure Market to Reach $327.21 Billion by 2035 as Robotics and Autonomous Systems Accelerate Global Demand | Research by SNS Insider

The global Physical AI Infrastructure Market is projected to grow from $14.20 billion in 2025 to $327.21 billion by 2035, with a CAGR of 36.91%. Growth is driven by deployment of AI systems in robotics, autonomous vehicles, smart factories, and edge computing. North America leads with 37% market share, while Asia-Pacific shows the fastest growth at 38.56% CAGR. Compute infrastructure and cloud deployment models dominate, with industrial automation and humanoid robotics as key applications.

09/04/2026, 2:30 PM • GlobeNewswire