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2026-07-17 15:30 • The Motley Fool Positive Axe Cap view: Selective

Following a chip stock sell-off on July 13 due to geopolitical tensions, the article recommends two semiconductor stocks for long-term investors: Nvidia, trading at attractive valuations relative to its GPU market dominance and AI infrastructure growth potential, and Marvell Technology, a leading ASIC maker positioned to benefit from increasing demand for custom AI chips from hyperscalers like Amazon and Alphabet.

Axe note: Geopolitical jitters dragged chip stocks lower, but Nvidia and Marvell stand out for long-term gain.

2026-07-17 15:21 • The Motley Fool Negative Axe Cap view: Selective

Alphabet's stock fell 2% after Bloomberg reported that its Gemini 3.5 Pro AI model is months behind schedule and lagging competitors in coding ability. The company is struggling to balance multiple stakeholder demands while facing government oversight, and despite massive capital investments approaching $187 billion this year, investors are concerned about the lack of competitive progress in the AI race against OpenAI and Anthropic.

Axe note: Alphabet’s stock fell after news of its delayed AI model raised concerns over its AI race and returns.

2026-07-17 14:23 • The Motley Fool Positive Axe Cap view: Selective

S&P Global completed a spinoff of its Mobility division (now Mobility Global) on July 1, 2026, creating a leaner, more focused company. The mobility business was S&P Global's smallest and lowest-margin operation (22% margins vs. 40% company average), so the separation should improve overall profitability and allow management to focus on core strengths in ratings and market intelligence. The company's 53-year dividend growth streak remains intact.

Axe note: S&P Global’s July 2026 spinoff of its Mobility division sharpens its focus on higher-margin rating services.