Meta Platforms, Inc. Class A Common Stock META

The Motley Fool 13 nov

Following the U.S. midterm elections where Democrats won both chambers of Congress, tech stocks sold off amid concerns about AI infrastructure regulation. However, historical data shows the tech sector has averaged 37% returns in the 12 months following midterms since 1990, suggesting investors should hold or buy tech stocks rather than sell. Meta Platforms and Marvell Technology are highlighted as strong long-term investment opportunities in the AI space.

The Motley Fool 13 nov

Amazon CEO Andy Jassy claims the company could run two trillion-dollar businesses within a decade through AWS and its online retail operations. AWS grew 39% last quarter with a $578 billion backlog, while Amazon's retail business is expanding rapidly with grocery sales tripling faster than other categories. The company is investing heavily in AI infrastructure and custom chips, though this has resulted in negative free cash flow of $42.4 billion over the past 12 months.

The Motley Fool 13 nov

Nvidia stock plummeted following CEO Jensen Huang's resignation amid personal scandals. The stock fell below $150 from a record high of $243 in October 2026. Despite current turmoil and succession risks, the analyst sees the sell-off as a buying opportunity at $155-160 per share, citing an attractive forward P/E ratio of 9.7-10.1x based on fiscal 2028 earnings estimates. The broader AI sector faces headwinds as investors question hyperscaler returns on AI infrastructure investments.

The Motley Fool 13 nov

As AI data center power demand is projected to double by 2030, both Bloom Energy (on-site fuel cells) and Constellation Energy (nuclear grid power) are positioned to benefit. Bloom offers faster deployment with 55-day installations and expanded partnerships with Oracle and Brookfield, while Constellation leverages its massive nuclear fleet and long-term power purchase agreements with major tech companies. Analysts view Bloom as higher upside short-term and Constellation as better long-term value.

The Motley Fool 12 nov

Nvidia stock has plummeted 30% from its all-time high following CEO Jensen Huang's resignation due to personal conduct issues. Despite the turmoil, the company's financial performance remains strong with 106% revenue growth and 120% earnings growth in Q2 FY2027. Trading at a forward P/E of 11—its lowest in over a decade—the article argues Nvidia presents a compelling valuation opportunity for long-term investors, though leadership uncertainty and competitive pressures from AMD and custom silicon development pose risks.