Key Points Valuation trends suggest the stock market is historically expensive right now. Warren Buffett was able to beat the S&P 500 consistently by investing in companies that can sustain any economic cycle. Apple and Alphabet are two artificial intelligence (AI) stocks backed by Buffett that are built to last for the long-run. Motley Fool…
Key Points An analysis of 1,500 IPOs across 30 years shows how new public companies tend to perform poorly in their first year of trading. SpaceX stock has been abnormally volatile since going public in June. SpaceX has a number of interesting developments that could help its stock price stabilize in 2027. Motley Fool Issues…
Key Points SpaceX (NASDAQ: SPCX) and Tesla CEO Elon Musk recently posted on X that over the past few weeks, debt markets have “almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers”. Musk believes that tightening could cause more than 200 neocloud companies —…
Key Points Nvidia continues to grow at impressive rates due to data centers’ ravenous demand for its compute hardware. The stock trades at a reasonable valuation. The biggest threat to the business is that the entire AI industry might be in a bubble. 10 stocks we like better than Nvidia › With a market cap…
Key Points The S&P 500 is more concentrated than it looks: VOO’s top ten holdings are around 40% of its assets, as is its exposure to tech stocks. The last time the S&P 500 was this concentrated, it delivered lackluster returns over the next two decades. DGRO’s focus on dividend growth stocks and lower concentration…
Key Points Western Digital has been a major beneficiary of the AI boom, as demand for its storage drives has outpaced supply. The company’s solid growth potential and attractive valuation suggest it could soar after a stellar 2026. Analysts expect significant upside for Western Digital over the coming year, but I won’t be surprised if…
Key Points Tesla‘s (NASDAQ: TSLA) capital expenditures (capex) totaled $4.73 billion in Q3, more than double the $2.25 billion it spent a year earlier. That’s a substantial increase, although considerably less than the roughly $7.5 billion Wall Street anticipated. Tesla also reduced its full-year capital spending forecast from more than $25 billion to about $20…
Key Points Anthropic’s filing puts contracts with three providers for Nvidia-powered computing at up to around $206 billion in total. Either side can cancel the SpaceXAI contracts on 90 days’ notice after their initial lock-in periods end in early 2027. Nvidia’s data center revenue hit $89.0 billion in its last quarter. 10 stocks we like…
Key Points Shares of Nvidia, Netflix, and Amazon have soared more than 12,000% in a span of 20 years. Predicting winners over a long time frame can be difficult, which is why investing in a wide range of stocks can be an effective strategy. Motley Fool Issues Rare “Total Conviction” Buy Alert › Investing in…
Key Points Apple is Berkshire’s largest stock position, but artificial intelligence (AI) is far from the reason why. Berkshire has aggressively built a position in Alphabet over the last year. In 2026 alone, Berkshire has invested $930 million into an under-the-radar software stock called Bending Spoons. Motley Fool Issues Rare “Total Conviction” Buy Alert ›…