The Motley Fool·12h ago·Adam SpataccoServiceNow's Real Problem: Fundamentals Deteriorate Beyond AI Fears$NOW stock down 38% this year. Beyond agentic AI concerns, revenue growth decelerating, margins compressing, and unprofitable services drag profitability. NOWagentic AISaaS
The Motley Fool·17h ago·Jack DelaneyUber Crushes Q1 Earnings as Robotaxi Ambitions Drive Stock 7.6% HigherUber beat Q1 earnings with $0.72 adjusted EPS and $53.7B gross bookings, driving 7.6% stock rally. Robotaxi partnerships with Lucid and Rivian position the company in a projected $96-147B market by 2033-2034. UBERLCIDRIVNearningsautonomous vehicles
The Motley Fool·1d ago·Parkev Tatevosian, CfaPalantir Stock Slides on Earnings Miss: Opportunity or Red Flag?Palantir stock declined on disappointing earnings, sparking debate on whether the dip presents buying opportunity or signals deeper challenges. PLTRAI stocksquarterly earnings
The Motley Fool·2d ago·Leo SunRocket Lab's Stunning Rally Signals Shift: Two Overlooked Growth Stocks Emerge as Better ValueRocket Lab stock surged to $82 on strong execution but trades at premium 29x 2028 sales. QuantumScape and Plug Power offer similar growth exposure at lower valuations. RKLBWMTAMZNPLUGQS+1space technologystock valuation
The Motley Fool·2d ago·Rick MunarrizCathie Wood's ARK Funds Buy the Dip in Shopify, Intellia, GeneDXARK Invest added positions in Shopify, Intellia Therapeutics, and GeneDX after significant stock declines, signaling Wood's conviction in long-term potential despite near-term headwinds. SHOPWGSWGSWWNTLAstock declinegrowth stocks
The Motley Fool·3d ago·Micah ZimmermanRestaurant Stocks Eye 2026 Rally: Dutch Bros, Cheesecake Factory, Sweetgreen Positioned as Bargain BuysThree restaurant chains trading below intrinsic value offer bargain opportunities. Dutch Bros, Cheesecake Factory, and Sweetgreen leverage growth catalysts and operational improvements. SGBROSCAVACAKEautomationrestaurant stocks
The Motley Fool·5d ago·Leo SunNvidia's Dominance vs. Infleqtion's Ambition: Which AI-Quantum Play Deserves Your Capital?Nvidia's profitable GPU dominance and 39% growth outlook outpace Infleqtion's unprofitable quantum venture, making the AI giant the stronger investment case. NVDAAMDIONQIONQ.WSINFQ+1quantum computinggrowth stocks
The Motley Fool·5d ago·Keithen DruryAI Infrastructure Darlings Outpace Nvidia in 2026 RallyCoreWeave, Nebius, and Applied Digital outpaced Nvidia in 2026 with gains of 65%, 80%, and 37% respectively, signaling investor appetite for AI infrastructure providers despite their unprofitability. NVDACRWVAPLDNBISdata centerscloud computing
The Motley Fool·5d ago·Robert IzquierdoGoldman Sachs Signals AI Software Sell-Off Overdone; Names Top Rebound PlaysGoldman Sachs CEO argues SaaS sector sell-off was excessive, highlighting Figma and Atlassian as top rebound plays with strong AI adoption and attractive valuations. GSGSpAGSpCGSpDTEAM+1AI adoptionSaaS stocks
The Motley Fool·6d ago·Adam LevyWarsh's Fed Balance Sheet Plan Could Reshape Market Dynamics Beyond Rate PolicyFed Chair nominee Kevin Warsh plans aggressive unwinding of the Fed's $6 trillion balance sheet, departing from Powell's gradual approach. The shift could raise long-term rates and pressure growth stock valuations. ONEQFederal Reservemonetary policy
The Motley Fool·6d ago·Prosper Junior BakinyAI Chip Leader and Cloud Specialist: Two Growth Stocks Positioned for Long-Term GainsNvidia and Veeva Systems emerge as two compelling growth stocks for long-term investors, leveraging AI infrastructure and specialized cloud dominance respectively. NVDAVEEVAI chipsartificial intelligence
The Motley Fool·May 1·Lawrence Rothman, CfaDutch Bros' 90x P/E Ratio Raises Questions on Growth Premium ValuationDutch Bros trades at a 90x P/E ratio, exceeding Starbucks, despite demonstrating 7.7% comps growth and plans to open 181 stores. Investors should consider dollar-cost-averaging given elevated valuation. BROSSBUXexpansionvaluation
The Motley Fool·Apr 30·Adria CiminoPfizer's 6.55% Dividend Faces Growth Questions as Patent Cliffs LoomPfizer's 6.55% dividend yield offers attractive income but reflects patent cliff and pandemic revenue decline pressures. Strategic restructuring and Seagen acquisition signal transformation bid. PFEVRTXVKTXCRSPbiotechdividend sustainability
The Motley Fool·Apr 29·Leo SunAI Infrastructure Boom: CoreWeave and Nebius Emerge as Growth PowerhousesCoreWeave and Nebius lead AI infrastructure growth with massive GPU scale and triple-digit revenue expansion, despite current unprofitability. NVDAMSFTAMZNCRWVNBIScloud computingAI infrastructure
The Motley Fool·Apr 29·Neil PatelDutch Bros Edges Celsius in Growth Stock Showdown: Operational Momentum Trumps ProjectionsDutch Bros' 76.4% net income growth outpaces Celsius' projections, suggesting superior execution and competitive positioning in beverage sector. BROSCELHacquisitionrevenue growth
The Motley Fool·Apr 27·Adria CiminoNvidia Rebounds to $5T Peak as AI Demand Signals Fuel RecoveryNvidia stock plunged 6% in Q1 2026 amid valuation concerns, but rebounded to record highs on strong AI demand signals and attractive 24x forward earnings valuation. NVDATSMINTCvaluationearnings report
The Motley Fool·Apr 27·Dave KovaleskiTSM and ASML Poised for Double-Digit Gains as Chip Boom Defies Market VolatilityTaiwan Semiconductor and ASML Holding show resilience with 20-26% upside potential through 2026, buoyed by strong earnings and analyst support despite equipment spending concerns. NVDAAMDAMZNAAPLTSM+2semiconductor stocksearnings growth
The Motley Fool·Apr 27·Adria CiminoNasdaq Surges Toward Records as AI Stock Valuations NormalizeNasdaq rebounds to all-time highs as AI stocks recover from recent selloffs, offering investors potentially attractive entry points after valuations normalize. NVDATSMPLTRAI stocksNasdaq
The Motley Fool·Apr 26·Daniel FoelberBroadcom Enters $2T Club as Chip Giant Dominates Major Vanguard ETF HoldingsBroadcom joins $2 trillion club as a top holding in major Vanguard ETFs. High Dividend Yield ETF offers better balance for long-term investors. NVDAMSFTAMZNGOOGGOOGL+8AI chipsdividend yield
The Motley Fool·Apr 26·Daniel SparksBroadcom Edges Microsoft in AI Race as Semiconductor Demand SoarsBroadcom's 106% AI semiconductor growth and 2028 customer visibility outpace Microsoft's cloud expansion amid soaring capex demands, making the chipmaker the more attractive AI investment. MSFTAVGOvaluationcapital expenditures