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2026-09-26 15:30 • The Motley Fool Positive Axe Cap view: Selective

The author recommends three Magnificent Seven stocks as the best buys: Nvidia, Alphabet, and Amazon. Nvidia is highlighted as undervalued despite its $5.4 trillion market cap, with potential to double by early 2028 based on expected 70% revenue growth driven by AI data center spending. Alphabet and Amazon are positioned to benefit from their leading cloud computing platforms (Google Cloud and AWS), with significant capital expenditures in 2027 expected to drive recurring revenue streams from AI clients.

Axe note: Nvidia, Alphabet, and Amazon stand out in AI-led cloud growth with clear growth narratives and valuation potential.

2026-09-26 15:15 • The Motley Fool Positive Axe Cap view: Selective

While AI chips like those from Nvidia are crucial, robotics represents the biggest opportunity in the AI supercycle. Texas Instruments, a leading analog chipmaker, is positioned to benefit significantly as robots require analog chips to convert real-world stimuli into digital signals. The company offers an attractive 2.2% dividend yield with 23 years of consecutive annual increases and 10% annualized growth over the past decade, making it appealing for dividend growth investors.

Axe note: Robotics, powered by analog chipmakers like Texas Instruments, offers a compelling investment angle within the AI boom.

2026-09-26 15:12 • The Motley Fool Positive Axe Cap view: Selective

The article compares Intuit and Oracle as investment options in 2026. Intuit dominates personal tax and small business accounting with $21.4B in revenue and strong profitability (21.3% net margin), but faces AI disruption risks and seasonal business challenges. Oracle is pivoting to cloud infrastructure with faster growth (17.4% revenue increase) and a $600B+ backlog, but carries higher debt (3.7x debt-to-equity) and negative free cash flow due to aggressive data center spending. The author recommends Oracle for patient long-term investors despite higher risks, citing stronger AI infrastructure upside potential.

Axe note: Oracle’s cloud pivot shows growth but comes with debt risks; Intuit leads fintech but faces AI disruption.