56% of Billionaire David Tepper's Portfolio at Appaloosa Is Put to Work in 6 AI Trailblazers

Billionaire investor David Tepper has concentrated 56% of Appaloosa's $5.9 billion portfolio into six AI-focused companies. Two holdings (TSMC and Micron) provide critical AI infrastructure with exceptional demand and pricing power, while three others (Amazon, Alphabet, and Alibaba) are leading in AI applications through their cloud services with accelerating high-margin sales growth. Uber rounds out the six positions as an AI integrator in ride-hailing.

07/08/2026, 7:06 AM • The Motley Fool

SpaceX Borrowed $25 Billion and Is Buying Up AI Companies. Here's What That Means for Every Tech Stock in Your Portfolio.

SpaceX's recent IPO, $60 billion acquisition of AI startup Cursor, and $25 billion bond issuance highlight a broader tech sector trend of massive AI infrastructure spending. Companies like Meta, Google, and Oracle are investing heavily in AI capabilities, but rising costs and uncertain ROI are causing market volatility and investor concerns about whether the spending is justified.

07/07/2026, 8:15 PM • The Motley Fool

NCLA Tells Second Circuit: Stop New York City’s Unconstitutional Rideshare Tracking Regime

The New Civil Liberties Alliance filed an amicus brief with the U.S. Court of Appeals for the Second Circuit challenging New York City's Location Reporting Rules that require rideshare companies to provide precise location data on drivers and passengers to the Taxi and Limousine Commission without warrants. The NCLA argues this violates Fourth Amendment protections and that the for-hire vehicle industry does not qualify as 'closely regulated' enough to justify warrantless searches.

07/03/2026, 10:40 AM • GlobeNewswire

My 12 Top Ranked Stocks to Buy Right Now in July (2026)

An investment analyst presents 12 top-ranked stocks to buy in July 2026, offering opportunities across semiconductor, growth, and dividend stock categories despite market volatility earlier in the year.

07/02/2026, 7:27 PM • The Motley Fool

Down 72% From Its Highs, Is Former Market Darling Adyen Stock Finally a Buy?

Adyen, a payments processing giant, has fallen 72% from its 2021 highs due to revised growth guidance, executive departures, and analyst downgrades. However, the article argues the stock may be undervalued for long-term investors, citing strong historical growth (37% annually since 2016), strategic acquisitions (Talon One and Orb), and a projected forward EBITDA multiple of just 11x based on 2028 targets.

07/01/2026, 6:30 AM • The Motley Fool

Time to Sound the Alarm on Archer Aviation?

Archer Aviation's stock has plummeted 71% from its $17.14 peak to under $5, falling short of production targets with only two test aircraft completed versus promised 10 in 2024. While the company faces disadvantages against competitor Joby Aviation in FAA certification and aircraft performance, it maintains a $6 billion backlog and support from investor Stellantis. Analysts project significant revenue growth from 2026-2028, and at 7x 2028 sales, Archer appears reasonably valued compared to Joby's 19x multiple, suggesting investors should wait for FAA certification rather than panic sell.

06/30/2026, 5:20 PM • The Motley Fool

Uber Stock Climbed on Robotaxi Hopes. But It Doesn't Own the Autonomous Cars Driving Its Expansion.

Uber's stock has risen on robotaxi optimism, but the company doesn't own the autonomous vehicles or self-driving technology powering its expansion. Instead, it operates as a platform aggregating partners' robotaxis. While this asset-light model could be advantageous if autonomy fragments across many operators, it poses risks if competitors like Waymo scale independently. Uber has committed over $10 billion to secure its own robotaxi supply through deals with Lucid and Rivian, though deployments won't materialize until 2026-2028.

06/29/2026, 5:26 PM • The Motley Fool

3 EV Stocks To Buy This Month

The article recommends three EV stocks as buying opportunities: Rivian, expected to boost deliveries with its cheaper R2 SUV; BYD, which surpassed Tesla as the world's largest EV maker with strong growth prospects; and Joby Aviation, developing electric aircraft with major backing from Toyota, Delta, and Uber, pending FAA certification.

06/29/2026, 1:02 PM • The Motley Fool

Prediction: Buying Rivian Stock Today Could Set You Up for Life

Rivian is following Tesla's growth strategy by launching affordable EVs and pivoting toward autonomous vehicles and robotaxis. Trading at 3.2x sales with a sub-$20 billion market cap compared to Tesla's $1.2 trillion valuation, Rivian offers a discounted entry point into the robotaxi market. The company received validation through Uber's $1.25 billion deal to purchase up to 50,000 R2 SUVs for its robotaxi division.

06/27/2026, 3:05 PM • The Motley Fool

I'd Buy More of This Growth Stock Before the Market Figures Out What It's Missing

Tesla's stock has soared despite declining auto sales, driven by AI and autonomous driving potential. However, Rivian offers similar AI-focused growth prospects at a much cheaper valuation (3.3x sales vs Tesla's 13.8x), with expected sales growth of 31% this year compared to Tesla's 8%, making it potentially undervalued for patient investors.

06/25/2026, 7:05 PM • The Motley Fool

The Lime IPO Offers Excitement, but This Stock Will Be the Better Long-Term Moneymaker

While Lime (Neutron Holdings) is preparing for its IPO with growing revenue, the article argues that Uber Technologies offers better long-term investment potential. Uber has a strategic stake in Lime and is diversifying into high-growth markets including robotaxis, autonomous trucking, and air taxis, despite recent earnings challenges.

06/25/2026, 8:05 AM • The Motley Fool

Uber's Gross Bookings Are Up 25% and It Just Launched an Autonomous Vehicle Unit. Is This the Transportation Stock to Own in 2026?

Uber reported strong Q1 results with 25% gross bookings growth and 10% revenue growth to $13.2 billion, driven by its mobility and delivery divisions. The company launched Uber Autonomous Solutions and has made significant investments in self-driving technology. However, the stock has underperformed the market, down 14.7% over the past year, likely due to uncertainty around autonomous vehicle implementation challenges. Despite AV headwinds, the analyst suggests the core business momentum makes it a buying opportunity.

06/25/2026, 5:25 AM • The Motley Fool

The SpaceX IPO Should Help Rivian. Here's How.

SpaceX's record-breaking IPO with $86.7 billion in proceeds will fund aggressive AI investments, particularly through its merged xAI division. This indirectly benefits Rivian, which has secured a $1.25 billion investment from Uber for 50,000 vehicles to power Uber's robotaxi service. As Tesla leverages SpaceX's AI spending to advance autonomous driving, competitors lacking manufacturing capabilities will turn to Rivian as a key supplier for robotaxi-capable vehicles.

06/22/2026, 6:30 AM • The Motley Fool

Amazon May Start Selling Its Custom AI Chips to Outside Companies. Should Nvidia Investors Be Worried?

Amazon is reportedly in early talks to sell its custom Trainium AI chips to external customers, potentially competing with Nvidia's dominant GPU market. However, analysts suggest the threat is manageable as Nvidia's data center revenue continues accelerating at 92% YoY growth, and Amazon itself remains one of Nvidia's largest customers, indicating the AI market is large enough to support both competitors.

06/18/2026, 8:33 PM • The Motley Fool

Lyft vs. Uber Technologies: Which Ride Sharing Stock Is a Better Buy in 2026?

Lyft and Uber are pursuing different strategies in the maturing ride-sharing market. Lyft focuses on North American expansion with international acquisitions and luxury services, while Uber leverages global scale across ride-sharing, delivery, and autonomous mobility. Despite Lyft's higher growth rate expectations (16% vs 11.5%), Uber is recommended as the better buy due to its larger scale, stronger free cash flow ($9.8B vs $1.1B), and dominant market position, though both companies face regulatory challenges and declining profitability in 2026.

06/18/2026, 2:12 PM • The Motley Fool