Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right

Nvidia projects that big tech companies will spend $1 trillion on data center capital expenditures in 2027, with expectations to reach $3-4 trillion annually by 2030. The article identifies three stocks positioned to benefit from this massive AI infrastructure build-out: Nvidia as the leading AI chip designer, Taiwan Semiconductor as the primary chip manufacturer, and Micron as a critical memory chip supplier facing supply constraints.

05/31/2026, 2:30 AM • The Motley Fool

Wix Stock Has Crashed This Past Year, and One Investor Exited a $4.35 Million Position

Elwood Capital Partners liquidated its entire 52,033-share position in Wix.com during Q1 2026, valued at approximately $4.35 million. The exit comes as Wix stock has declined 63% over the past year, significantly underperforming the S&P 500's 28% gain. While Wix showed operational strength with 14-15% revenue and bookings growth and momentum in AI products, the company reported a $57.5 million net loss, leaving investors uncertain about profitability and whether AI investments will generate sustainable shareholder value.

05/30/2026, 2:11 PM • The Motley Fool

This Under-the-Radar Top Tech Investor Has 40% of His Portfolio in These 4 AI Stocks

Glen Kacher of Light Street Capital, a top-performing tech investor with 45.7% returns in 2023 and 59.4% in 2024, has concentrated 40% of his portfolio in four semiconductor stocks: TSMC (14.4%), Nvidia (8.9%), Broadcom (8.7%), and AMD (8.4%). These companies are positioned to benefit from growing demand for AI infrastructure, custom chips, and data center expansion.

05/30/2026, 5:31 AM • The Motley Fool

Broadcom Stock Attracts A Billionaire Buyer As AI Momentum Accelerates

Hedge fund billionaire Daniel Loeb's Third Point LLC opened a new 50,000-share position in Broadcom during Q1 FY26, while reducing NVIDIA and Taiwan Semiconductor holdings. Broadcom beat earnings expectations with $19.31B in revenue and projects $22B for Q2, with AI chip revenue expected to exceed $100B in 2027. Multiple analysts raised price targets citing strong AI business momentum and secured supply chain through 2028.

05/29/2026, 12:52 PM • Benzinga

Artificial Intelligence (AI) Is Moving Beyond Data Centers. Nvidia Has Already Turned This Opportunity Into a Multibillion-Dollar Business

Nvidia is capitalizing on the shift of AI from data centers to edge devices through its physical AI business, which generated over $9 billion in trailing twelve-month revenue with a 50% quarterly growth rate. The company is partnering with major players like Uber for robotaxis and manufacturers for factory automation. Additionally, Nvidia's decision to sell Vera server CPUs as standalone products opens a potential $200 billion addressable market. With physical AI devices projected to reach 145 million cumulative shipments by 2035 and the market expected to generate $960 billion in annual revenue by 2033, Nvidia is well-positioned for sustained growth.

05/29/2026, 9:23 AM • The Motley Fool

Cathie Wood is Buying Cerebras Post-IPO: Should You Follow?

Cathie Wood's Ark Invest has begun purchasing shares of Cerebras Systems (CBRS), an AI chip company that completed its IPO in May 2026, raising $5.5 billion. The company offers faster processing speeds than competitors through its supersize chip design and has seen impressive revenue growth. However, investors should consider their risk tolerance, as Cerebras is not yet profitable and faces strong competition from established players like Nvidia.

05/28/2026, 7:10 PM • The Motley Fool

My Top 4 Stocks That Benefit Most from the $725 Billion AI Infrastructure Supercycle

Major U.S. hyperscalers are projected to spend $725 billion on AI infrastructure capex this year, a 77% increase from last year. The article identifies four semiconductor and foundry companies positioned to capitalize on this boom: Nvidia, AMD, Broadcom, and TSMC, all showing strong revenue and earnings growth driven by massive demand for AI chips and custom processors.

05/28/2026, 1:29 PM • The Motley Fool

2 Top Tech Stocks to Buy Right Now

The article recommends Taiwan Semiconductor Manufacturing (TSMC) and Meta Platforms as two compelling tech stock picks. TSMC benefits from its near-monopoly in advanced AI chip manufacturing with strong profit growth, while Meta trades at an undervalued 18.9x forward earnings despite a solid core advertising business growing 33% year-over-year, though investor concerns about its elevated capex spending persist.

05/28/2026, 11:28 AM • The Motley Fool

Is Nvidia the Next Apple?

Nvidia's stock has recently traded sideways despite strong earnings, leading some investors to view it as a maturing infrastructure business similar to Apple's post-innovation phase. However, the article argues Nvidia differs significantly from Apple due to its numerous untapped growth opportunities in CPUs, networking, autonomous driving, robotics, and space exploration that extend well beyond its current data center GPU dominance.

05/28/2026, 10:03 AM • The Motley Fool

AMD: Strong AI Sales, But the Win Is Already Priced In

AMD delivered strong Q1 2026 results with 38% YoY revenue growth and record free cash flow, driven by booming Data Center segment revenues up 57% YoY. However, the stock at $430 trades at a 78x forward P/E and 35x future free cash flow multiple, requiring simultaneous execution on multiple fronts: sustained 35%+ Data Center growth, 55%+ gross margins, successful MI450 GPU ramp, and no further China headwinds. While the company's transformation is real, much of the progress is already priced into the valuation.

05/28/2026, 8:32 AM • Investing

Is the AI Trade Entering Its Second Wave? This ETF Could Be a Major Beneficiary.

The semiconductor sector is transitioning from an AI hype-driven rally to a sustainable growth story, with the AI market expected to grow from nearly $1 trillion in annual sales to $2 trillion by 2036. The VanEck Semiconductor ETF (SMH) is recommended as a way to gain exposure to industry leaders like Nvidia, TSMC, and Intel, which are positioned to drive future growth despite recent consolidation in non-megacap names.

05/28/2026, 7:30 AM • The Motley Fool

Micron Is Nearing $1,000. Is a Stock Split Next?

Micron Technology's stock has surged to nearly $900 per share following a UBS price target hike to $1,650, pushing the company into the $1 trillion market cap club. With the stock approaching $1,000 for the first time, investors are speculating whether a stock split could be imminent. The company hasn't split its stock since 2000, but strong momentum driven by explosive revenue growth projections and robust demand for memory chips could make a split likely if the stock continues climbing.

05/28/2026, 1:30 AM • The Motley Fool

4 Brilliant Artificial Intelligence Stocks That 1 Billionaire Just Bought

Billionaire Chase Coleman's Tiger Global Management recently increased positions in four AI stocks: Nvidia, Taiwan Semiconductor, Meta Platforms, and Broadcom. The article highlights why each company is well-positioned for AI growth, citing strong revenue growth, reasonable valuations, and significant future potential in AI infrastructure and custom chip development.

05/27/2026, 5:32 PM • The Motley Fool

After Micron, Nvidia-Supplier SK Hynix Joins $1 Trillion Club As AI Chip Frenzy Reaches New Heights— Analyst Says Memory Boom Is Far From Over

SK Hynix has become the third memory chip company to reach a $1 trillion market capitalization, following Micron and Samsung. The surge is driven by soaring demand for high-end memory chips used in AI systems, with memory chip prices doubling in Q1 and expected to rise 63% this quarter. Analysts predict memory chip demand will exceed supply through 2028, keeping prices elevated.

05/27/2026, 6:18 AM • Benzinga

Stock Market Today, May 26: Micron Surges After UBS Lifts Price Target on AI Optimism

Micron Technology surged approximately 18% after UBS tripled its price target to $1,625, pushing the semiconductor maker toward a $1 trillion valuation. The rally was fueled by AI optimism and President Trump's praise for the company's U.S. investments. The S&P 500 and Nasdaq climbed on AI strength, while the Dow lagged as non-tech blue chips underperformed. Travel stocks like United Airlines and Carnival also rallied on easing oil prices and Iran peace talk optimism.

05/26/2026, 1:07 PM • The Motley Fool