artificial intelligence

346 articles
The Motley FoolThe Motley Fool··Adam Levy

Microsoft's Azure AI Dominance Makes It a Compelling Buy Despite Market Skepticism

Microsoft's Azure cloud platform drives 39% AI revenue growth while enterprise software remains strong. Stock trades at 24x forward earnings with $625B backlog.
MSFTvaluationcapital expenditure
The Motley FoolThe Motley Fool··Adam Spatacco

Nvidia's AI Dominance Faces Valuation Test Amid Diversification Push

Nvidia posts $216B revenue with 65% growth amid AI boom, but stock trades at cheapest valuation since ChatGPT, as diversification into PCs, analytics, and edge computing proceeds.
NVDAMETAMSFTAMZNGOOG+5hyperscalersvaluation
The Motley FoolThe Motley Fool··Geoffrey Seiler

Amazon Trading at Rare Discount to Peers as AI, Robotics Drive Growth Resurgence

Amazon trades at 27x earnings, a discount to Walmart and Costco, while demonstrating superior growth through robotics, AWS, and AI investments.
WMTAMZNCOSTcloud computinge-commerce
The Motley FoolThe Motley Fool··Harsh Chauhan

Beyond Nvidia: Why Alphabet and Snowflake May Offer Better AI Upside

Nvidia faces valuation headwinds despite strong growth. Alphabet and Snowflake offer broader AI exposure with potentially better risk-reward profiles.
NVDAGOOGGOOGLSNOWcloud computingartificial intelligence
The Motley FoolThe Motley Fool··Daniel Sparks

Palantir's AI Boom Masks Valuation Concerns as Amazon Offers Better Risk-Reward

Palantir's 70% growth masks 240x P/E valuation and slowing contract growth. Amazon offers superior risk-reward with 24% AWS growth and 29x P/E.
AMZNPLTRvaluationcapital expenditure
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia vs. Palantir: Which AI Stock Offers Better Value as Sector Growth Accelerates?

Nvidia's 22.4x forward P/E offers better value than Palantir's 114x multiple, despite nearly identical 70%+ growth rates. Nvidia's hardware dominance and AI infrastructure advantage appear more sustainable than Palantir's premium software valuation.
NVDAPLTRvaluationartificial intelligence
The Motley FoolThe Motley Fool··Dave Kovaleski

Why $NVDA Remains the Premier AI Stock Pick for Growth Investors Today

$NVDA dominates AI chip market with 90% share, 73% revenue growth, and $500B backlog through 2026. Trading at attractive 22x forward P/E with 43% analyst upside target.
NVDAvaluationdata center
The Motley FoolThe Motley Fool··Adria Cimino

Five AI Leaders Emerge as Bargains Amid Market Volatility

Market pullback creates entry points in AI stocks: $PLTR, $AMZN, $MSFT, $AAPL, and $SOUN offer diverse exposure to artificial intelligence boom.
MSFTAMZNAAPLPLTRSOUN+1market volatilityvaluation
The Motley FoolThe Motley Fool··Brett Schafer

Remitly's AI Edge Overlooked: Why Wall Street Mispriced This Fintech Gem

Remitly trades at just $16 with 8x forward P/E despite 26% YoY revenue growth and strategic AI integration, presenting potential millionaire-making opportunity.
RELYstablecoinsartificial intelligence
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia's Valuation Disconnect: Why AI Chip Leader Looks Underpriced vs. Growth

Nvidia trades at 22.1x forward P/E despite 73-77% quarterly revenue growth, nearly matching S&P 500 valuation. Analysts see significant upside from $3-4 trillion data center capex opportunity through 2030.
NVDAvaluationdata center
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