artificial intelligence

656 articles
The Motley FoolThe Motley Fool··James Hires

IT Spending Hits $6T Milestone in 2026 as AI Drives Data Center Boom

Global IT spending projected to hit $6.15 trillion in 2026, driven by AI data center investments, benefiting Nvidia and infrastructure providers.
NVDAAMDAMZNGOOGGOOGL+1data centerscapital expenditure
The Motley FoolThe Motley Fool··Selena Maranjian

Nvidia and Broadcom Lead AI Chip Rally as Investors Seek $1K Positions

Nvidia and Broadcom emerge as top semiconductor picks for $1,000 investments, driven by AI infrastructure demand. Both stocks averaged over 50% annual gains over five years.
NVDAAVGOdata centersAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Powerhouses to Hold Through 2035: TSMC and Palantir Lead the Race

TSMC and Palantir emerge as two essential AI holdings through 2035, with TSMC's chip-making dominance and Palantir's enterprise software platform both positioned for substantial long-term growth.
TSMPLTRartificial intelligenceAI adoption
The Motley FoolThe Motley Fool··Adam Levy

Ackman's $14B Portfolio Heavily Concentrated in 3 Mega-Cap Bets

Bill Ackman's hedge fund has 48% of its $14B stock portfolio invested in just three companies: Brookfield, Uber, and Alphabet, betting on growth and AI.
GOOGGOOGLUBERBNBNH+1IPOvalue investing
The Motley FoolThe Motley Fool··James Hires

Software Rewrite Wave Opens Door for AI Hardware Play

Microsoft CEO signals AI-driven code rewriting trend. Taiwan Semiconductor Manufacturing positioned as premier pick-and-shovel play with 72% foundry market share.
NVDAAMDMSFTAAPLTSMartificial intelligencedata center hardware
The Motley FoolThe Motley Fool··Keithen Drury

Four AI Giants Signal Robust Growth: MSFT, NVDA, AVGO, TSM Eye March Rally

Microsoft, Nvidia, Broadcom, and TSMC emerge as top AI stock picks, backed by strong infrastructure spending and projected 60% CAGR in chip demand through 2029.
NVDAMSFTTSMAVGOAI chipscloud computing
The Motley FoolThe Motley Fool··Bram Berkowitz

Wall Street Sees 47-54% Upside in AI Titans $MSFT and $ORCL Amid Market Pullback

Wall Street analysts see 47-54% upside in Microsoft and Oracle, viewing AI sector sell-offs as buying opportunities despite heavy capital spending concerns.
MSFTORCLORCLpDdata centersstock valuation
The Motley FoolThe Motley Fool··Anthony Di Pizio

VTI's Path to Million-Dollar Portfolios: Can Broad Market Investing Deliver?

$VTI could reach $1M through $100K initial investment in 31-40 years or consistent $500 monthly contributions, offering diversified long-term wealth-building potential.
NVDAMSFTAMZNGOOGGOOGL+6stock marketartificial intelligence
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Three AI Giants Positioned for Decade-Long Growth as Global Spending Soars to $2.52T

Nvidia, TSMC, and Microsoft are positioned as key AI beneficiaries, with global AI spending projected to reach $2.52 trillion by 2026.
NVDAMSFTTSMdata centercloud computing
The Motley FoolThe Motley Fool··Prosper Junior Bakiny

Meta and Netflix Poised for Decade of Compound Growth Through 2036

Meta and Netflix offer compelling decade-long growth opportunities via network effects, AI dominance, and expanding monetization channels in advertising and streaming.
NFLXMETAartificial intelligencelong-term investing
The Motley FoolThe Motley Fool··Micah Zimmerman

Three Under-the-Radar AI Stocks Poised for Explosive Growth in Niche Markets

Three smaller AI companies—Weave, Evolv, and Pagaya—demonstrate strong revenue growth solving specific problems in healthcare, security, and lending, offering growth investors AI exposure beyond mega-cap leaders.
PGYPGYWWWEAVEVLVEVLVWartificial intelligencehealthcare technology
Investing.comInvesting.com··Jeffrey Neal Johnson

Domo's Breakout Quarter Signals Potential End to Software Selloff

Domo surges 30% after beating expectations with record $111.2M billings and 111% net revenue retention, signaling potential enterprise software sector recovery.
DOMOenterprise softwareartificial intelligence
The Motley FoolThe Motley Fool··Neil Patel

Block Stock Soars 20% on Massive Layoffs as Dorsey Touts AI Efficiency Wave

Block's stock surged 20% after Q4 earnings, driven by announcement of 4,000+ employee layoffs as part of AI-driven restructuring. CEO predicts industry-wide pattern.
XYZearningsfintech
The Motley FoolThe Motley Fool··Geoffrey Seiler

Apple, Amazon Emerge as Top Picks for $1,000 Investors Amid Tech Momentum

Apple and Amazon emerge as top $1,000 stock picks, with Apple leveraging budget Neo laptop and strong Services margins, while Amazon leads in cloud computing and uses AI/robotics for e-commerce efficiency.
AMZNAAPLcloud computinge-commerce
The Motley FoolThe Motley Fool··Eric Volkman

Two Tech Giants Bucking Sector Trends With Generous Dividend Yields

Verizon and Nokia offer tech investors exceptional dividend yields—5.5% and 2.4% respectively—backed by strong operations and strategic positioning.
GOOGGOOGLAAPLVZT+8data centersartificial intelligence
GlobeNewswire Inc.GlobeNewswire Inc.··Researchandmarkets.Com

IP Management Software Market to Double to $17.6B by 2031 on Patent Surge

Global IP management software market projected to grow 11.79% annually from $9.045B in 2025 to $17.649B by 2031, driven by patent filings and regulatory complexity.
CLVTartificial intelligenceAsia Pacific growth
The Motley FoolThe Motley Fool··Trevor Jennewine

Two AI Stocks Poised to Overtake Palantir's $360B Valuation, Analyst Says

Analyst predicts Shopify and AppLovin could exceed Palantir's $360B valuation in five years via AI-powered platforms and strong 2025 growth momentum.
METAGOOGGOOGLPLTRAPP+1e-commerceartificial intelligence
The Motley FoolThe Motley Fool··Neil Patel

Netflix, Nike, Uber Lead Consumer Tech With Divergent AI Strategies

Netflix, Nike, and Uber deploy AI distinctly: recommendations, design innovation, and matching algorithms. Adoption varies; stock performance diverges.
NFLXUBERNKEartificial intelligenceAI adoption
The Motley FoolThe Motley Fool··Harsh Chauhan

Nvidia and Micron Trade Below Fair Value as AI Boom Accelerates

Nvidia and Micron identified as undervalued AI plays despite commanding market positions and strong growth prospects.
NVDAMUAIQdata centerearnings growth
The Motley FoolThe Motley Fool··Ryan Vanzo

Lucid's AI Problem: Why the EV Startup Lags Tesla and Rivian

Lucid Group lacks Tesla and Rivian's AI strategy and autonomous capabilities, making it a riskier EV investment despite strong fundamentals and Saudi backing.
NVDATSLALCIDRIVNAI chipsartificial intelligence