Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content. In addition, the company offers programs that enable sellers to sell their products in its stores; and programs that allow authors, independent publishers, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, it provides compute, storage, database, analytics, machine learning, and other services, as well as advertising services through programs, such as sponsored ads, display, and video advertising. Additionally, the company offers Amazon Prime, a membership program. The company's products offered through its stores include merchandise and content purchased for resale and products offered by third-party sellers. It serves consumers, sellers, developers, enterprises, content creators, advertisers, and employees. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington.

Amazon демонстрирует сильные фундаментальные показатели, однако высокая оценка по мультипликаторам, таким как P/E, P/S и P/FCF, указывает на возможную переоцененность. Несмотря на это, эффективность компании проявляется в высоких значениях ROE и ROA, что говорит о сильной прибыльности. Низкий коэффициент долговой нагрузки (debt_equity_ratio) также является положительным фактором, указывающим на устойчивую финансовую позицию. Динамика выручки и чистой прибыли показывает уверенный рост, что создает позитивный фон для будущих ожиданий. Тем не менее, текущее значение текущего коэффициента ниже медианы отрасли, что может вызывать опасения о ликвидности. В целом, несмотря на некоторую переоцененность по мультипликаторам, успешная операционная деятельность и сильные финансовые результаты позволяют компании оставаться в фокусе инвесторов. Однако, следует учитывать риски, связанные с высокой оценкой и конкурентной средой в секторе потребительских товаров выборочного спроса.

Amazon.com, Inc.

Key Points
Microsoft and Amazon operate the two largest cloud computing services.
AI adoption hasn't reached 20% yet.
The "Magnificent Seven" is a group of stocks that are often pointed to as market leaders. Currently, all seven are among the world's top-10 largest companies. That's an impressive spot to be in, and the group is made up of:
All seven of these stocks have delivered strong investor returns over the past decade, but the question is, which ones will be the best to own going forward? I think two members have been overlooked in the Magnificent Seven, and they look like screaming buys right now.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Some of these stocks get huge headlines daily
It's hard to call the world's largest company by market cap overlooked, so Nvidia is out for my list. Apple products are front of mind for many consumers, and it's a well-publicized company, so it's also eliminated. Furthermore, Apple's artificial intelligence (AI) strategy has been relatively weak, so I'd hesitate to call it an AI company. Alphabet has seen its shares rally massively over the past year thanks to its comeback in the generative AI world, and Gemini is among the top options available, so I wouldn't consider it overlooked, either.
Meta Platforms and Tesla are both trying to position themselves as AI-first companies, although their adoption of AI shows up in different ways. Tesla is integrating AI in its vehicles through autonomous driving and also has other exciting offerings in the works, like its Optimus robot. Meta is working on several AI products, as well as integrating the technology into its social media platforms. Both of these are well-known in the AI realm and don't qualify as "overlooked."
That leaves Microsoft and Amazon as the last two, and I think AI investors need to take another look at them.
Amazon and Microsoft are making money from AI right now
While Amazon and Microsoft are both integrating AI into their everyday inner workings, the real money maker is cloud computing. Amazon and Microsoft are in first and second place in terms of cloud computing market share, and each is seeing huge growth in this sector. During the fourth quarter, Microsoft Azure's revenue rose 39% year over year. Amazon Web Services (AWS) didn't have as fast a growth rate, rising 24%. However, that growth rate was its best quarter in over three years.
These businesses are cash cows, and with insatiable AI demand, both Microsoft and Amazon are understandably spending billions of dollars on data centers to meet that demand. Once the money has been spent to bring the new computing infrastructure online, each company will be able to generate high-margin revenue that boosts profitability. While each company has a different primary business they're known for, their cloud computing segments are a good enough reason to buy their stocks.
On another note, both stocks trade at a discount to recent levels.
Since 2024, these two have consistently traded with a forward price-to-earnings ratio -- based on estimates -- in the low-30s. Now, they trade at a decent discount to those levels. If you've been waiting to buy these two, there has seldom been a better opportunity over the past few years to scoop up these stocks.
Businesses haven't even scratched the surface of what's possible with AI. According to research done by The Motley Fool, less than 20% of businesses currently use AI. That number should skyrocket over the next few years and drive demand for cloud computing services from these two. Right now is a golden buying opportunity, and investors shouldn't squander it.
Should you buy stock in Amazon right now?
Before you buy stock in Amazon, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla and is short shares of Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Most Overlooked Artificial Intelligence (AI) Stocks in the "Magnificent Seven" for 2026

Key Points
Intel stock performed impressively last year, and a closer look at its progress in data center chips suggests that its healthy growth is sustainable.
Intel's focus on improving yields and making a dent in fast-growing segments of the AI data center market should drive strong long-term earnings growth.
The semiconductor sector has been one of the best-performing sectors recently, as evidenced by the 164% gains of the PHLX Semiconductor Sector index over the past three years.
The sector's impressive gains have been fueled by the rapidly growing need for chips to power artificial intelligence (AI) applications, a trend likely to continue in the next five years. McKinsey estimates that the semiconductor industry's revenue could jump to $1.6 trillion in 2030 from $775 billion in 2024.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Chip giant Intel (NASDAQ: INTC) is likely to be a big beneficiary of the semiconductor market's secular growth. Let's see how Intel stock could double by 2030.
Intel's growth is poised to accelerate remarkably through 2030
Shares of Chipzilla have shot up by 126% in the past year, driven by the company's turnaround efforts that have boosted investor confidence. Intel's current CEO, Lip-Bu Tan, has been running a tight ship, cutting costs aggressively and scrutinizing every investment to ensure it makes "economic sense."
Tan has been clear that Intel will only build what its customers need. Not surprisingly, the company has been making good progress in the data center market, where there is strong demand for various kinds of chips. It is worth noting that Intel's data center and AI (DCAI) revenue increased 15% sequentially in the fourth quarter of 2025, which was the fastest quarter-over-quarter jump this decade.
Intel's focus on emerging niches of the data center chip market, such as application-specific integrated circuits (ASICs), is paying off. The company recorded an impressive 50% year-over-year increase in revenue in the ASIC business in Q4 2025 and added that this segment is now clocking $1 billion in annualized revenue.
Intel has some notable customers for its ASICs, including Amazon and Microsoft. With the share of ASICs growing at a healthy clip in the AI chip market, Intel is pulling the right strings to help its growth pick up in the long run.
Moreover, there appears to be a strong interest in Intel's advanced 18A process node from external customers. That's not surprising, as rival TSMC's 2nm manufacturing capacity is reportedly fully booked right now, which could push customers toward Intel's competing manufacturing process, which is reportedly faster.
Of course, Intel is struggling with the yields of the 18A node, but it has been making progress on that front. The company has started shipping chips manufactured using the 18A process, and it plans to begin volume shipments of the more advanced 14A node in 2028. So, this semiconductor stock is riding multiple positives right now, and that's likely to translate into healthy upside.
The stock could double by 2030
Intel's cost-cutting efforts and yield improvements are poised to drive outstanding bottom-line growth.
The company remains a work in progress, but the points discussed above suggest it can deliver strong earnings growth through the end of the decade. Assuming Intel can achieve even 25% earnings growth in 2029 and 2030, its bottom line could jump to $2.19 per share after five years.
The U.S. tech sector has an average earnings multiple of 39. If this semiconductor stock trades at a similar valuation in 2030, its stock could jump to $85. That's 80% above the current stock price, but don't be surprised if Intel doubles in value, as its robust earnings growth is likely to be rewarded with a premium valuation.
Don’t miss this second chance at a potentially lucrative opportunity
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Intel, Microsoft, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

$100 Invested in This Semiconductor Stock Today Could Be Worth $200 by 2030

Key Points
AI stocks have slipped in recent weeks, and that’s pushed valuations lower.
The following companies still offer great long-term prospects.
The S&P 500 marched higher in the bull market over the past three years, but in recent times, the index has encountered turbulence. Many concerns have weighed on investors' minds, from worries about high levels of spending on artificial intelligence (AI) to concerns about the war in Iran.
These headwinds have pushed many quality stocks lower. Though it may seem intimidating to buy amid market volatility, tough times actually offer the long-term investor opportunity to get in on stocks for reasonable or bargain prices. And here's the best news of all: History shows us that the major indexes and solid stocks always have gone on to recover and advance over the long run.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
With this in mind, here are my top five AI stocks to buy amid this market pullback.
1. Palantir Technologies
Palantir Technologies (NASDAQ: PLTR) has been around for more than two decades, but the software company truly saw earnings climb over the past few years. The company is benefiting from AI demand thanks to the launch of its Artificial Intelligence Platform (AIP), AI-driven software that helps customers aggregate and analyze their data -- then put it to work.
The results can be game-changing, and companies have realized this, driving strength in Palantir's commercial business. This is big because it represents a new growth driver for Palantir, which in the past relied on government contracts.
Palantir should continue to benefit as companies and organizations aim to apply AI to their problems -- and with AIP, they can do so easily. Palantir stock isn't cheap, but its valuation has dropped significantly, making it a reasonable buy today.
2. Amazon
Amazon (NASDAQ: AMZN) is winning in AI because it is both a user and a seller of AI products and services. The company applies AI to its e-commerce business, gaining efficiency across its fulfillment network and delivery systems. And Amazon Web Services (AWS), the cloud computing unit, offers its customers a wide range of AI tools and platforms.
All of this is boosting growth, and we should see this continue as the AI story unfolds. Meanwhile, Amazon's e-commerce business and non-AI cloud offerings also are generating growth -- and importantly, have proven their strength over the long run.
Today, Amazon stock trades for 27x forward earnings estimates, down from more than 35x just a few months ago, making it a smart buy on the dip.
3. Microsoft
Microsoft (NASDAQ: MSFT) has established itself as a leader in AI through its investment in AI lab OpenAI and through its cloud computing business. Like Amazon, the tech giant offers its customers access to a broad range of AI products and services -- and this is delivering significant growth.
In the latest quarter, Microsoft said that cloud services revenue soared 39% and that demand continues to surpass supply. And at this early stage of the AI story, Microsoft has built out a significant presence, positioning itself to benefit as the next chapters unfold.
Microsoft also generates growth through its software business, gaming, and more, and has demonstrated its strength over time. Today, the stock is on sale, trading for only 24x forward earnings estimates.
4. Apple
Apple (NASDAQ: AAPL) hasn't been a leader in AI, as it took its time to add AI features to its products. But the smartphone leader may now start to benefit from Apple Intelligence, as this AI platform creates yet another reason for Apple fans to spend more time on their iPhones.
The company also is heading into a new era of growth powered by its services revenue. Now that Apple has a massive installed base of active devices, they represent the door to recurring revenue. This is as users sign up for a variety of services, from storage to digital entertainment. In fact, services revenue has reached records quarter after quarter.
Apple stock trades at 30x forward earnings estimates right now, a reasonable level for a company with a long track record of earnings growth and the potential for further growth ahead.
5. SoundHound AI
SoundHound AI (NASDAQ: SOUN) is an expert at voice AI. The company's patent-protected platform translates speech directly to meaning -- no need to translate it into text first. Customers across industries clearly appreciate the quality of this system as they've rushed to sign contracts with the company.
SoundHound's revenue soared almost 100% last year, driven by contracts with customers across automotive, restaurant, retail, financial, and other industries. And in the latest quarter, the company closed a record number of deals.
The voice specialist isn't yet profitable, so if you're a cautious investor, you may prefer to keep it on your watch list, but if you're an aggressive investor, now, on the dip, is a great time to get in on this AI winner.
Should you buy stock in Palantir Technologies right now?
Before you buy stock in Palantir Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Apple, Microsoft, Palantir Technologies, and SoundHound AI and is short shares of Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

My Top 5 AI Stocks to Buy Amid the Market Pullback

Key Points
On March 1, Iranian drone strikes took out three Amazon data centers in the Middle East.
Data centers make attractive targets, especially now that the U.S. military is actively using AI.
The region is likely to see its rapid AI build-out halt completely for the rest of 2026.
The humanitarian consequences of the war in Iran have already been massive. Thousands of people have been killed, millions more have been wounded or displaced, and countless lives have forever been altered. And even though these most devastating effects of the war have been concentrated in the Middle East region, the economic impacts are reverberating around the world.
Many of those economic impacts have occurred in past conflicts. But the Iran war has created a historic first of sorts: It appears to be the first war in which an artificial intelligence (AI) data center was the target of a military strike.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
This may sound like a minor piece of trivia, but I predict it will not only reshape where AI gets built for the rest of 2026, but could alter the trajectory of the AI build-out for years or even decades to come. Here's why.
What happened
On March 1, Iranian drone strikes hit three Amazon (NASDAQ: AMZN) Web Services (AWS) facilities in the Middle East: two in the United Arab Emirates (UAE) and one in Bahrain. The Iranian Islamic Revolutionary Guard Corps (IRGC) cited the data centers' role in supporting U.S. military and intelligence networks as the rationale for the strikes. These were the first publicly confirmed military attacks on a hyperscale cloud provider.
The strikes had a devastating impact on cloud availability in the UAE and Bahrain, affecting banks, online payment platforms, ride-hailing platforms, and many other regional businesses, and some effects were felt by AWS data center users around the world. Amazon then took the rare step of advising its clients to secure their data outside the region.
And that's central to understanding what's coming next.
Why data centers
Data centers obviously aren't military installations, but they make very compelling targets for military strikes.
For one thing, they're easy targets. They're large and they generate massive amounts of heat, which is easy for an infrared missile or drone guidance system to target. They don't even need to be completely destroyed to be taken offline. One of the March 1 strikes did less damage than the subsequent fire, and subsequent water damage from efforts to put out the fire. Amazon said customers should "expect recovery to be prolonged given the nature of the physical damage involved."
Even more compelling, data centers are very high-value targets given the amount of expensive tech inside. Even a small data center costs about $10 million to build, and hyperscale facilities can cost up to $1 billion. That makes them some of the costliest buildings in history.
Plus, data centers could be considered targets of military significance. Defense contractors like Palantir (NASDAQ: PLTR) have shown the potential of AI-powered data analysis to enhance U.S. military and intelligence operations. The recent public spat between AI company Anthropic and the Department of Defense shows how integral the U.S. government thinks AI will be to the future of warfare.
As AI plays an ever more outsize role in warfare, data centers will become even more attractive as military targets. And companies like Amazon know it.
What happens now
The Middle East is one of the world's most underserved regions in terms of data center build-out, with less than 100 operational data centers in the entire region as of November 2025. That's compared to 5,767 in North America and 3,362 in Europe.
Nations like Saudi Arabia and the UAE had been trying to attract hyperscalers to the region by offering cheap land and abundant energy, making the Middle East AI build-out one of the fastest in the world. That's in spite of a landmark 2017 court ruling in Dubai stating that effects of a war were a "foreseeable" operational risk in the region, and that service providers were financially responsible for cancelled contract services near an active war zone.
With an ongoing war in Iran and unresolved conflicts in nearby Palestine, Lebanon, and Yemen, and local court precedents that stick the service provider with the bill for any service disruptions caused by military strikes, hyperscalers will likely decide the region is simply too risky for further development.
That's why I'm predicting that current regional data center facilities being operated by AWS, Alphabet's Google, Microsoft, and Oracle will remain, but for the rest of 2026, the hyperscalers will shift their focus to nearby regions like southeastern Europe or India. And if the war in Iran doesn't end conclusively, that situation is likely to continue for years.
Should you buy stock in Amazon right now?
Before you buy stock in Amazon, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
John Bromels has positions in Alphabet, Amazon, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Oracle, and Palantir Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: The Iran War Will Reshape Where AI Gets Built for the Rest of 2026

Key Points
Vistra and Constellation are locking in long-term deals with hyperscalers.
Both companies provide ample electricity from nuclear energy.
Data center growth is fueling their expansion.
If you're an investor looking for growth stocks in the energy sector, start by searching for companies that are benefiting from the increasing electricity demands of data centers and the increased use of nuclear power in the U.S.
Vistra (NYSE: VST) and Constellation Energy (NASDAQ: CEG) fit those descriptions, and both of their shares are worth holding on to for the next decade.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Vistra sees long-term growth in serving hyperscalers
Vistra is the largest unregulated power producer in the U.S., and partners with Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META) to help them meet their power needs. The Texas-based company generates 44,000 megawatts (MW) of energy through nuclear, natural gas, coal, and battery energy storage facilities. Its shares are down by a little more than 1% so far in 2026, but are up more than 46% over the past year.
In 2025, Vistra's revenue rose 2.9% to $17.7 billion, thanks to an AI-driven surge in electricity demand from data centers. Net income fell 52.5% to $233 million due to higher interest expenses and costs related to recent acquisitions.
The company is expected to close its $4 billion deal to buy Cogentrix Energy later this year, adding roughly 5,500 MW of natural gas-fueled generation capacity. It closed a 2,600 MW acquisition from Lotus Infrastructure Partners in November for $1.9 billion.
For 2026, management is guiding for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $6.8 billion to $7.6 billion, which would be a 22% increase at the midpoint. Analysts currently project a one-year earnings per share (EPS) growth rate exceeding 230% as the company's newer nuclear agreements and natural gas expansions in the Permian Basin come online.
The company has a 20-year agreement to provide Amazon Web Services with up to 1,200 MW of electricity from its Comanche Peak Nuclear Power Plant, and a similar deal to provide 2,600 MW to Meta from a trio of nuclear plants.
One of the more subtle reasons to buy Vistra is its dividend. Thanks to the stock's rise, the yield has fallen from the 2.2% to 3.5% range it lived in just a few years ago to around 0.6% currently. However, the company has raised its payouts (admittedly, by small increments) for 17 consecutive quarters. Despite those increases, the payout ratio is only 41.2%, leaving it room for further dividend hikes.
Constellation Energy could be a star performer
Constellation, based in Baltimore, is the largest regulated producer of nuclear energy in the U.S., as well as the largest generator of carbon-free energy. Its revenue should grow, thanks in part to long-term deals with Microsoft (NASDAQ: MSFT) and Meta. The stock is up more than 49% over the past year, though down more than 14% so far in 2026.
In the fourth quarter, its adjusted operating EPS rose 8% year over year to $9.39, and revenue rose 12.9% to $6.07 billion.
Constellation has already made a big acquisition this year, buying Calpine, known for its natural gas and geothermal power facilities, for $16.4 billion. The company said the move will be accretive to its adjusted operating EPS by more than 20% in 2026 and add at least $2 to EPS in future years.
Also driving revenue growth will be its planned restart of the Unit 1 reactor at the Crane Clean Energy Center, formerly known as the Three Mile Island nuclear facility. With the aid of a $1 billion Department of Energy loan and a 20-year power purchase agreement with Microsoft, the project is expected to generate 835 MW. The company has a similar 20-year deal in the works with Meta for power from the Clinton Clean Energy Center in Illinois.
Should you buy stock in Vistra right now?
Before you buy stock in Vistra, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vistra wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
James Halley has positions in Microsoft. The Motley Fool has positions in and recommends Amazon, Constellation Energy, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Monster Energy Stocks to Hold for the Next 10 Years

Key Points
Google parent Alphabet has reasserted itself in the AI race.
Minor headwinds have taken Amazon's stock to a surprisingly low valuation.
So far in 2026, Microsoft (NASDAQ: MSFT) is the worst-performing stock in the "Magnificent Seven." Slower growth in its cloud platform Azure and the staggering costs to stay competitive in the AI race have pressured the stock amid a relatively high valuation.
Fortunately, this does not mean megacap stocks are in trouble, and under current conditions, these two tech stocks are arguably worth investor consideration.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Alphabet
Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) might be a surprise pick, considering it's a competitor of Microsoft in the cloud and is also investing heavily in AI infrastructure. The Google parent spent $91 billion on capital expenditures (capex) last year and pledged to spend $175 billion to $185 billion this year.
However, the difference with Microsoft is that investors have seen a more obvious payoff. Alphabet's Google Gemini AI engine was a later entry in this area, but it has made huge competitive strides, and some users prefer it to ChatGPT.
Moreover, Google Cloud continues to outpace the growth rate of its massive digital ad platform, implying a heavier reliance on AI. Additionally, many investors expect Alphabet's autonomous driving company Waymo to be a major revenue driver in the coming years, further boosting its reputation.
Amid some investor skepticism about AI, the stock has delivered a flat performance for the year. Still, its P/E ratio of 29 closely approximates the S&P 500 average, and given its growth prospects, that is probably a low enough valuation to continue attracting investor interest.
2. Amazon
Like Microsoft, investors have become leery of Amazon (NASDAQ: AMZN) due to its massive capex allocations. The company pledged $200 billion in capex spending for 2026 after spending almost $132 billion the previous year.
Additionally, Amazon needs fuel and electricity for both its logistics and delivery networks. That means higher energy costs may weigh more on it than on its competitors.
Nonetheless, investors have many reasons to believe the company's headwinds are short term. The primary growth and profit driver for Amazon, Amazon Web Services, has experienced more rapid growth over the last couple of quarters. That indicates that the company's massive capex spending may soon begin to pay off.
Furthermore, Amazon's e-commerce segments also capitalize on AI in ways ranging from product selections to a more efficient supply chain. Those segments also include enterprises that rely partially on AI, such as third-party seller services, subscriptions, and digital advertising, which typically report double-digit revenue growth.
Moreover, the company's stock trades at a 30 P/E ratio. Until recently, Amazon routinely maintained an earnings multiple above 50, and buying the stock at lower multiples has always paid off in the past. Considering that factor and the signs that the AI investments are paying off for the company, now may be an excellent time to add shares.
Should you buy stock in Alphabet right now?
Before you buy stock in Alphabet, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

My Top 2 Mega-Cap Stocks to Buy After Microsoft's Latest Pullback

Key Points
Coca-Cola, ExxonMobil, and AbbVie are blue chip stocks that have provided consistent quarterly payouts.
Realty Income and the JEPQ ETF both offer a monthly payout.
Dividend stocks are a tried-and-true way to maximize your investments and build wealth that leads to a comfortable retirement. These payments, which are a portion of the company's profits, are often made by mature, stable companies and are seen as an incentive to entice new investors into taking a position in the company.
For investors, this provides two benefits. First, you can reinvest your dividend payment into your portfolio, making it grow even faster. The S&P 500 index has had a mean dividend yield of 1.74% over the last 10 years. That may not sound like a lot, but over a decade, it adds up. The index has risen 240% in the last 10 years, but if you account for the reinvested dividends, the S&P 500's total return is 305%.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Or you can use those dividend payments as regular income. Dividends are a favored vehicle for investors who are in retirement because they act as a form of passive income -- meaning that retirees don't need to draw down their retirement accounts as quickly.
There are plenty of different dividend stocks from which to choose, but here are my five favorites right now.
1. Realty Income
Realty Income (NYSE: O) has long been at the top of my list of dividend stocks. First, I like that it's a monthly dividend stock rather than a quarterly one. That's important because getting payments into your account quickly means you can reinvest them sooner. Or, if you are using Realty Income for passive income, it's easy to set up a monthly budget when you have a monthly dividend stock.
Second, Realty Income is dedicated to raising its dividend. The company has paid a monthly dividend for more than 55 years, in which time it's increased its dividend 133 times. The yield currently sits at 5%.
Realty Income is consistent because it's a solid business, built to last. The real estate investment trust owns more than 15,500 properties and rents them to more than 1,700 clients, generating $5.3 billion in annualized rent.
2. ExxonMobil
ExxonMobil (NYSE: XOM) is a massive oil and gas company that offers upstream production, midstream pipelines, and downstream refining and chemicals. It also operates more than 12,000 gas stations in the U.S. under the Exxon and Mobil brands.
The company generates a ton of money. Cash flow from operations totaled $52 billion in 2025, which allowed ExxonMobil to pay out $17.2 billion in dividends and repurchase an additional $20 billion worth of shares. ExxonMobil's dividend yield is a healthy 2.8%.
3. AbbVie
AbbVie (NYSE: ABBV) is my favorite pharmaceutical company for dividend yields. The company is getting a lot of its profits these days from Skyrizi, which was responsible for $5 billion in revenue in the fourth quarter, up 31.9%, and from Rinvoq, which contributed another $2.37 billion, up 28.6%.
Those gains allowed AbbVie to report revenue growth for the quarter, even though the company lost exclusivity for its popular Humira drug. Overall, the company generated $16.6 billion in revenue in the quarter, up 10% year over year. AbbVie's dividend yield is 3%.
4. Coca-Cola
Beverage company Coca-Cola (NYSE: KO) is a Dividend King, meaning that it's raised its dividend for at least 50 consecutive years. The company shows no sign of slowing, as Coca-Cola's dividend yield is a respectable 2.6%.
Coca-Cola has the biggest market share of carbonated soft drinks in the U.S., but this is much more than a soda company. The Atlanta-based company also manufactures sports drinks, water, tea, lemonade, juices, and coffee.
5. JPMorgan Nasdaq Equity Premium Income ETF
The JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ) isn't a stock. In fact, it's not even a traditional dividend ETF. JEPQ, which is managed by a division of JPMorgan Chase, employs a covered-call strategy through equity-linked notes to generate dividends for shareholders. Fund managers sell out-of-the-money call options on stocks in the index, and the proceeds are distributed as a dividend each month.
I love tech stocks, so the JEPQ ETF caught my eye a few months ago. I was looking for a way to draw passive income from tech stocks that typically don't offer a payout at all. The ETF's top holdings include some of my favorite stocks -- Nvidia, Apple, Alphabet, Microsoft, and Amazon. Those stocks offer just a pittance of a dividend, if at all. But JEPQ's covered-call strategy allows it to pay a current yield of 10.6%. That means I'll be keeping the JEPQ in my portfolio for a long time.
Should you buy stock in Coca-Cola right now?
Before you buy stock in Coca-Cola, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Coca-Cola wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
JPMorgan Chase is an advertising partner of Motley Fool Money. Patrick Sanders has positions in JPMorgan Nasdaq Equity Premium Income ETF and Nvidia. The Motley Fool has positions in and recommends AbbVie, Alphabet, Amazon, JPMorgan Chase, Microsoft, Nvidia, and Realty Income. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

My 5 Favorite Dividend Stocks to Buy Right Now

Key Points
Nike's stock has declined by over 50% in the past five years.
The company has increased its dividend annually for 24 consecutive years.
The iconic Nike (NYSE: NKE) has faced significant challenges over the past five years. The stock is down 11% so far in 2026, but overall has declined more than 50% since 2021. The brand is attempting a turnaround and return to athletic apparel glory, but it won't be easy or quick. The question for investors is: Should you buy Nike now? Let's explore the likelihood of the legendary athletic shoemaker's financial rebound.
A saturated and highly competitive sector
In the past five years, the S&P 500 has returned approximately 73%. Conversely, Nike, along with its largest competitors Adidas and Under Armour, struggled mightily. Adidas' stock in this same time frame has declined 51%, and Under Armour is down a staggering 65% as of March 10.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
This decline across major athletic apparel brands speaks more to the struggles of the entire sector as it contends with inflation, tariffs, and greater supply chain disruptions. The industry has also struggled to innovate and compete with niche brands that target specific sports and specializations.
Nike's fundamentals are still strong
Nike is in the middle of its comeback, which internally is called "Win Now." The strategic plan began with a shake-up of senior leadership, announced back in December. The apparel brand is also restructuring its distribution approach and is moving away from its emphasis on direct-to-consumer sales. Because of this, Nike is now building its wholesale relationships with department stores and Amazon. It had previously cut ties with Amazon in 2019.
Nike is also refocusing on innovation and design to once again be an industry leader. The results of Win Now likely won't come to fruition for a few more quarters. However, Nike's moat remains intact, and its earnings aren't a disaster.
In its last quarterly earnings release, Nike reported modest revenue growth of 1%. More importantly, the company's balance sheet is still strong with a manageable debt load compared to its cash, short-term investments, and accounts receivable.
Nike has also increased its dividend for 24 consecutive years now.
Is it a buy in 2026?
The stock's forward P/E ratio is just under 23, and its PEG ratio is 1.26, both of which suggest Nike is fairly priced at the moment. Since Elliott Hill returned as CEO in 2024, my belief that Nike can and will slowly right its ship has grown. Hill has more than three decades of experience within Nike and knows the business thoroughly.
It's not going to be a simple task, as economic pressures continue to weigh on the brand, and a saturated market means greater competition and lower consumer loyalty. Yet Nike has shown its relevance in sports culture time and again. It has the ability to hire the brightest minds and maintain its status as the premium athletic brand around the globe.
I think Nike will rebound over the next few years, and buying now will pay off for patient, long-term investors.
Should you buy stock in Nike right now?
Before you buy stock in Nike, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nike wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nike. The Motley Fool recommends Under Armour. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Down 11% in 2026: Is Nike Finally a Buy?

Key Points
This company benefits from the success of the existing members of the $2 trillion club.
It's poised for strong revenue growth and margin expansion through the end of the decade.
The stock valuation doesn't reflect the growth potential of the company.
The five existing members of the $2 trillion club are all beneficiaries of the growing demand for artificial intelligence (AI). Alphabet, Microsoft, and Amazon have all seen demand for their cloud computing AI services outstrip their ability to build new data centers and stand up servers. Nvidia is the largest graphics processing unit (GPU) supplier to data centers. And Apple has quietly positioned its iPhone and other devices to capitalize on industry advances in AI.
The next member of the $2 trillion club is an important partner to all five of those companies. The massive spending from the hyperscalers, Nvidia's push to more advanced GPUs and central processing units, and Apple's efforts to prepare its devices for the generative AI era all trickle down to this one company: Taiwan Semiconductor Manufacturing (NYSE: TSM).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The stock briefly touched a $2 trillion market cap in late February, but it's since pulled back to just $1.8 trillion. Still, it's up 97% in the past year, as of this writing. I predict it won't be long before it retakes the $2 trillion level and keeps climbing from there.
Powering the most advanced chips
TSMC is the largest contract chip manufacturer in the world, and the gap between it and second place is growing wider. TSMC accounted for almost 70% of all spending by companies such as Nvidia, Apple, and other chip designers in 2025. Second-place Samsung Electronics (OTC: SSNL.F) accounted for just 7% of all spend.
TSMC's market share is poised to keep growing in 2026 and beyond, as it holds a substantial technology lead. Its 2nm process went into mass production at the end of 2025, with all the capacity in its existing facilities supporting the process booked into mid-2027.
To be sure, Samsung is making good progress with its 2nm process, significantly improving the yield of viable chips per silicon wafer. However, yields remain below TSMC's 2nm process. More importantly, Samsung may have some capacity available at its foundries, but it doesn't have the capacity to steal a meaningful workload from TSMC. Furthermore, TSMC's IP library and packaging capabilities are unmatched, creating significant switching costs for anyone considering moving to the smaller competitor.
As a result, TSMC has been able to raise its pricing. It implemented a price hike on its most advanced chipmaking processes at the start of 2026 by 3% to 10%. Reports indicate TSMC plans to raise prices each year through 2029, suggesting very strong pricing power and clear visibility of demand over the next few years.
Indeed, TSMC is investing heavily to meet that demand. Management plans to spend between $52 billion and $56 billion on capital expenditures this year. That's up from $40.9 billion last year. It's spending a significant amount on new facilities in Arizona, which can help mitigate the geopolitical risk of the Taiwan-based company. However, U.S. fabs cost much more to build and operate than Taiwanese fabs, which may be another reason TSMC is planning to raise pricing through 2029 when the last Arizona fab will start volume production.
The path to $2 trillion
With increased spending by Amazon, Microsoft, and Alphabet on data centers and the strong demand for Apple's iPhone seen last quarter, TSMC looks poised for another strong year in 2026. Management guided to 30% full-year revenue growth in U.S. dollar terms, and it expects to see further improvements in gross margin in the first quarter. Through the first two months of the year, revenue is up 30% on an FX-neutral basis, in line with expectations. Note, the U.S. dollar is weaker than it was a year ago.
Management sees those strong results continuing through the end of the decade. It updated its five-year revenue outlook for 2025 through 2029 to a compound annual growth rate of 25% in U.S. dollar terms. A 36% increase in 2025 and expectations for 30% growth in 2026 suggest annualized growth of 20% in 2027 through 2029. It's also worth pointing out that management is historically conservative with its outlooks, which means there could be further upside.
With strong demand for both its 3nm and 2nm processes and planned price hikes, it should be able to achieve high gross margins even as it ramps up its next-generation process. As such, investors can expect earnings growth to outpace its top-line growth.
As such, TSMC shares deserve an earnings multiple well above its current 24 times analysts' expectations. If TSMC can achieve an earnings multiple of 27, its market cap will exceed $2 trillion. Granted, there are geopolitical risks weighing on its valuation. But as TSMC continues to put up solid earnings growth quarter after quarter, even a low earnings multiple will push its value above the $2 trillion threshold.
Should you buy stock in Taiwan Semiconductor Manufacturing right now?
Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Adam Levy has positions in Alphabet, Amazon, Apple, Microsoft, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing and is short shares of Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Meet the Next Member of the $2 Trillion Club. It's Up 97% in the Past Year, and It Can Still Climb Higher in 2026.

Key Points
Walmart and Costco are both reporting high e-commerce growth.
Walmart has more than 5,000 U.S. locations that can get deliveries to customers quickly.
Costco is demonstrating high renewal rates and membership growth.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The market continues to punish Amazon (NASDAQ: AMZN) stock, with another drop after it released its latest earnings results.
Today, the market seems to value Amazon more for its artificial intelligence (AI) development than advances in retail e-commerce, but e-commerce is still its largest business. Although the company has no real competition in the space right now, accounting for nearly 40% of U.S. e-commerce, many other retailers are building thriving e-commerce segments to complement their retail businesses.
If you're looking for top choices, I recommend Walmart (NASDAQ: WMT) and Costco Wholesale (NASDAQ: COST).
1. Walmart
Walmart has fallen to second-largest retailer in the world behind Amazon as of the end of 2025, but the market continues to prize Walmart's consistent growth and emerging digital business. It has the largest store footprint in the U.S., with more than 5,000 stores, and it keeps finding new ways to boost its business.
E-commerce has been a major growth driver over the past few quarters. E-commerce sales increased 24% year over year in the 2026 fiscal fourth quarter (ended Jan. 27), with a 27% increase in U.S. e-commerce.
It has its own Prime-like membership program called Walmart+, which has been growing quickly, and membership income increased 15% year over year in the fourth quarter. Members are enjoying the quick delivery, and Walmart has an advantage in fast delivery because of its huge store base. Fast deliveries increased 60% year over year, demonstrating the opportunity here.
Walmart is a dependable Dividend King. And it's both resilient and innovative, making it a top long-term play.
2. Costco
Costco stock is finally back in the market's good graces after reporting another stellar earnings report for the 2026 fiscal second quarter (ended Feb. 15). Sales were up 9.1% year over year, and comparable sales rose 7.4%. Whatever reservations the market had about Costco's ability to keep growing despite inflation seem to have vanished.
E-commerce has been a major growth driver for Costco, too. Like Walmart, Costco is leveraging its distinctive edge to boost what it calls digitally enabled sales, which encompasses its robust order pickup business in addition to home deliveries.
Digitally enabled sales increased nearly 23% year over year in the quarter. Total app visits were up 63%, while site traffic rose 35%, and average order value increased 15%. That bodes well for the company's future in this space.
As usual, membership renewal rates remain high at nearly 90% globally and 92.5% in the U.S. and Canada, and membership growth was up 4.8%.
Costco stock is up 16% this year, outpacing the market as it demonstrates resilience and value.
Should you buy stock in Walmart right now?
Before you buy stock in Walmart, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Walmart wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Jennifer Saibil has positions in Walmart. The Motley Fool has positions in and recommends Amazon, Costco Wholesale, and Walmart. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Amazon.com, Inc.

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