AI stocks

212 articles
The Motley FoolThe Motley Fool··James Hires

Alphabet Emerges as Lone AI Buy in Magnificent Seven After Market Pullback

Alphabet emerges as the only Magnificent Seven AI stock worth buying after corrections, with Google Gemini tripling enterprise market share to 21% while facing 15% revenue and 34% EPS growth.
NFLXNVDAMETAMSFTAMZN+5AI stocksMagnificent Seven
The Motley FoolThe Motley Fool··Adria Cimino

AI Stock Sell-Off Masks Billion-Dollar Infrastructure Boom

AI stock sell-off masks $700B infrastructure boom by cloud providers; investors should focus on companies with proven AI revenue, diversification, and competitive advantages.
NVDAAMZNTSMPLTRcloud infrastructureAI stocks
The Motley FoolThe Motley Fool··John Bromels

AI Stock Market Sends Mixed Signals as Supply Chain Winners Outpace Big Spenders

AI stocks diverge sharply in 2026: hyperscalers like Microsoft and Meta decline while supply chain companies surge, rewarding near-term beneficiaries over long-term infrastructure investors.
NVDAMETAMSFTAMZNGOOG+6supply chainhyperscalers
The Motley FoolThe Motley Fool··Bram Berkowitz

Wall Street Sees 50%+ Upside in Robinhood's Most Popular Stocks

Wall Street projects 54-57% upside for Nvidia and Microsoft, Robinhood's #1 and #6 most-owned stocks, citing strong AI fundamentals despite tech sector volatility.
NVDAMSFTAI stockstech sector
The Motley FoolThe Motley Fool··Will Healy

Three AI Giants Positioned as Economic Hedge Amid Elevated Market Valuations

Nvidia, Amazon, and Apple offer defensive positioning amid elevated market valuations, driven by 65%, 31%, and 16% growth rates respectively.
NVDAAMZNAAPLBRK.ABRK.Bcloud computingAI stocks
The Motley FoolThe Motley Fool··Daniel Sparks

Analyst Dumps Palantir, Snowflake for Amazon's Cloud-Powered AI Play

Analyst favors $AMZN over $PLTR and $SNOW, citing stretched valuations in the latter two and Amazon's robust cloud business with $139.5B operating cash flow.
AMZNSNOWPLTRvaluationcapital expenditures
The Motley FoolThe Motley Fool··Harsh Chauhan

Memory Specialist Poised to Outpace Nvidia in Q2 2026 AI Rally

SanDisk surges 167% as memory demand from AI data centers outpaces supply, offering superior returns versus Nvidia with just 13.8x forward earnings valuation.
NVDASNDKvaluationsupply constraints
The Motley FoolThe Motley Fool··James Hires

Alphabet's Dual AI Dominance: Why $GOOGL Offers Complete Exposure to AI Boom

$GOOGL offers comprehensive AI exposure through Gemini software and TPU hardware, with Gemini gaining enterprise LLM share and strong financial fundamentals supporting growth.
NVDAGOOGGOOGLAAPLAI investmentartificial intelligence
The Motley FoolThe Motley Fool··Adria Cimino

Markets Surge 2.5% on Iran Ceasefire; Experts Back Quality Stocks and Dividends

Major indexes surged 2.5%+ following Iran ceasefire announcement. Experts recommend quality stocks, Dividend Kings, and undervalued AI equities for disciplined investors.
JNJNVDAAMZNKOvaluationquality stocks
The Motley FoolThe Motley Fool··Stefon Walters

Beyond SanDisk's 2,200% Surge: Why Alphabet and Microsoft Offer Better AI Exposure

SanDisk stock has surged over 2,200% in a year amid AI demand, but analysts favor Alphabet and Microsoft for superior long-term AI investment potential through integrated ecosystems.
MSFTSNDKMUAMZNGOOG+1data centersAI stocks
The Motley FoolThe Motley Fool··Emma Newbery

Markets Tread Water as Iran Talks, Inflation Data Weigh on Sentiment

Markets stayed flat April 10 as Iran talks and 3.3% inflation data dominated sentiment. Software stocks weakened; semiconductors rallied.
CRWVSNOWNOWFICOQCOMstock marketinflation
The Motley FoolThe Motley Fool··Harsh Chauhan

Intel and Palantir Poised for Strong 2026 Finish Despite Current AI Sector Weakness

Intel and Palantir expected to outperform through 2026 driven by surging data center demand and record contract wins, despite near-term AI stock volatility.
PLTRITINTCartificial intelligenceAI stocks
The Motley FoolThe Motley Fool··Adam Spatacco

Nasdaq Set for Recovery by 2026 as AI Boom Fuels Semiconductor Rebound

Market analysts predict Nasdaq recovery by end-2026. Three semiconductor stocks positioned to benefit from AI infrastructure buildout are identified as attractive buying opportunities.
NVDAMUAVGOMRVLAI infrastructureAI stocks
The Motley FoolThe Motley Fool··Harsh Chauhan

Nasdaq Recovery Opens Window for AI Chip Stocks at Bargain Valuations

Post-slump Nasdaq recovery creates opportunities in AI memory chip leaders $MU and $SOUN, trading at attractive valuations despite strong fundamentals.
MUSOUNSOUNWdata centersvaluation
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

BigBear.ai vs. SoundHound AI: Which AI Stock Deserves Your Portfolio?

BigBear.ai down 49% YTD while SoundHound AI gains investor scrutiny. Smaller AI companies face mounting pressure to prove business viability against tech giants.
SOUNSOUNWBBAIBBAI.WSartificial intelligenceinvestment opportunity
The Motley FoolThe Motley Fool··Adria Cimino

Amazon's AWS Offers Shelter for Risk-Averse AI Investors Amid Market Turbulence

Amazon emerges as a stable AI play for cautious investors, leveraging AWS's diversified cloud services to weather volatility in the AI sector.
AMZNcloud computingAWS
The Motley FoolThe Motley Fool··Adria Cimino

Palantir's Valuation Breaks Key Threshold as Growth Fundamentals Remain Strong

Palantir's forward P/E drops below 100x for first time in a year as 34% customer growth and record $4B contracts support valuation improvement.
PLTRGEvaluation compressioncustomer growth
The Motley FoolThe Motley Fool··Ryan Vanzo

Two AI-Era Stocks Positioned for Decade-Long Growth Amid Tech Boom

Rivian and NuScale Power represent decade-long AI growth opportunities through autonomous vehicles and data center power, respectively, trading at discounts reflecting execution risks.
SMRTSLARIVNSMR technologynuclear energy
The Motley FoolThe Motley Fool··Daniel Sparks

Beyond Nvidia: Why Alphabet's Diversified AI Strategy Offers Better Value

Alphabet offers superior AI exposure compared to Nvidia through diversified revenue streams and Google Cloud's 48% growth, trading at a more attractive valuation.
NVDAGOOGGOOGLvaluationcapital expenditure
The Motley FoolThe Motley Fool··Keithen Drury

AI Boom Creates Rare Buying Window for Tech Giants at Depressed Valuations

Nvidia, Broadcom, and Microsoft trade at rare valuations following market sell-off, offering compelling AI infrastructure and services exposure amid accelerating enterprise adoption.
NVDAMSFTAVGOvaluationcloud computing