Nebius (NASDAQ:NBIS) now has NVIDIA’s capital, hardware, and technical support behind its ambitious AI cloud expansion. That partnership could help it compete with much larger cloud providers, while creating a closed-loop system where NVIDIA benefits from both its investment and chip sales. The opportunity is enormous, but so are the expectations. Stock prices used were … Read more
Supermicro (NASDAQ:SMCI) has lost about 45% since early June as a criminal investigation, a costly capital raise, and severe cash burn rattled investors. Yet its NVIDIA supply, customer base, and reported $39 billion order book remain intact, setting up a potentially explosive earnings verdict. Stock prices used were the market prices of July 18, 2026. … Read more
Micron Technology looked almost unstoppable only a few weeks ago. The memory-chip manufacturer had reported record fiscal third-quarter results, artificial intelligence demand remained strong, and the company had secured a growing collection of long-term customer agreements. Micron stock was trading near an all-time high as investors rushed to gain exposure to high-bandwidth memory, or HBM. … Read more
For most of the modern space era, access was the main problem. Rockets were expensive, launch schedules were limited, and every kilogram sent into orbit came with a steep price tag. Reusable launch systems are making space more accessible. As transportation costs fall, the investment opportunity may shift from rockets to the infrastructure that enables … Read more
Micron Technology (NASDAQ:MU) and Western Digital (NASDAQ:WDC) offer two very different ways to invest in artificial intelligence. Micron feeds data into advanced processors through High-Bandwidth Memory, while Western Digital stores the enormous datasets those systems create. One company addresses AI’s immediate performance constraint. The other could benefit as AI-generated information continues accumulating for years Stock … Read more
Rocket Lab (NASDAQ:RKLB) and Lockheed Martin (NYSE:LMT) represent opposite sides of a powerful transformation. One is building repeatable commercial hardware at speed, while the other controls trusted access to sensitive government programs. As space becomes essential infrastructure, investors may be overlooking why both business models could capture meaningful value. A portion of this video is … Read more
Alphabet (NASDAQ:GOOGL) may be hiding an AI infrastructure platform Wall Street still values like an advertising business. Its custom TPUs, Gemini models, and Cloud network could reduce outside hardware costs and create the conditions for a major rerating. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to … Read more
ServiceNow (NYSE: NOW), Palantir (NASDAQ: PLTR), and Tempus AI (NASDAQ: TEM) each represent a different path to owning the AI economy. ServiceNow aims to become the digital workforce platform as enterprises automate governed workflows, leveraging its scale, recurring revenue, and embedded software. Palantir is embedding AI into mission-critical decisions across government, defense, and commercial markets, … Read more
Oklo (NYSE:OKLO) could capture recurring electricity revenue through its owner-operator model, while NuScale Power (NYSE:SMR) offers a more established regulatory pathway. Meanwhile, NANO Nuclear Energy (NASDAQ:NNE) is pursuing portable microreactors that could reach locations conventional infrastructure cannot. The race is not simply about nuclear technology. It is about who can provide AI customers with power … Read more
Meta (NASDAQ:META) may not need to sell AI models to win the artificial intelligence race. Its bold strategy could make Llama the foundation others build on while strengthening advertising, messaging, and infrastructure economics. Stock prices used were the market prices of July 15, 2026. The video was published on July 24, 2026. On the date … Read more
You Found Me :)
Now Let's Grow Your Wealth
Learn to invest like the pros—even if you're just starting.
