Peter Thiel's investment firm, Thiel Macro, has added Amazon to its portfolio in Q2 2026, citing the company's AI-driven efficiency improvements and growth in cloud computing. Amazon's cloud business, AWS, saw revenue grow 37% in Q2, positioning it well to capitalize on AI demand.
Meanwhile, The Motley Fool analysts recommend AI stocks Astera Labs, Credo Technology, and Vertiv, citing their high-margin products and growing demand. Astera Labs specializes in AI connectivity, while Credo Technology makes active electrical cables for data centers. Vertiv is a data center power and cooling leader with a huge backlog.
Citi has raised its global data center growth forecasts, recommending data center stocks, including those in the U.S. utilities sector. Semiconductor stocks like AMD and Nvidia are also highlighted as potential winners. Additionally, Basis AI has developed accounting agents that can run 6x faster than traditional systems, completing Form 1065 returns in 6-7 hours.
Recursion Pharmaceuticals has advanced its clinical pipeline, including REC-4881 into a phase Ib/II study, using its AI-enabled discovery platform. The FBI is using AI to identify threats and fight crime, reducing the time from tip to action in the field. Dimensional Fund Advisors' David Booth discusses the limitations of AI in stock picking and trading, highlighting the risks of automated trading.
The FTC is considering a proposal to address AI honesty, focusing on companies that deliberately steer AI models away from accuracy. OpenLeash is a security tool that intercepts potentially dangerous AI agent actions, blocking clear threats and requesting human approval for uncertain actions. Opti9 Technologies has expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business.
Key Takeaways
• Peter Thiel's firm has invested in Amazon, citing AI-driven growth.• The Motley Fool recommends Astera Labs, Credo Technology, and Vertiv as AI stocks.
• Citi raises data center growth forecasts, recommending related stocks.
• Basis AI develops accounting agents that run 6x faster than traditional systems.
• Recursion Pharmaceuticals advances clinical pipeline using AI.
• FBI uses AI to identify threats and fight crime.
• Dimensional Fund Advisors highlights AI limitations in stock picking.
• FTC considers proposal to address AI honesty.
• OpenLeash intercepts potentially dangerous AI agent actions.
• Opti9 expands Canadian cloud presence with acquisition.
Peter Thiel's Big Bet on Amazon
Billionaire Peter Thiel, co-founder of Palantir Technologies, has invested in Amazon, a stock that has increased by 560% over the past decade. Thiel's investment firm, Thiel Macro, added Amazon to its portfolio in Q2 2026. Amazon is using AI to improve efficiency in retail and unlock new revenue streams in cloud computing. The company's cloud business, AWS, is well-positioned to capitalize on AI demand. Amazon's AI investments are paying off, with AWS revenue growing 37% in Q2.
Astera Labs, Credo Tech, and Vertiv for AI
The Motley Fool analysts recommend three AI stocks: Astera Labs, Credo Technology, and Vertiv. Astera Labs is a high-margin AI connectivity specialist with a growing product line. Credo Technology makes active electrical cables for data centers, with a steep adoption curve. Vertiv is a data center power and cooling leader with a huge backlog and exposure to liquid cooling.
Protect Your Portfolio from AI Slowdown
The Schwab U.S. Dividend Equity ETF (SCHD) provides instant exposure to top dividend-paying stocks. The ETF tracks the Dow Jones U.S. Dividend 100 Index, with a focus on dividend yield, growth, and return on equity. SCHD has generated a total return of 243% over the past ten years and offers a 3.1% trailing yield.
Kwala Intel: AI Platform for Retail Traders
Kwala Intel is a new AI platform that aims to help retail traders make informed decisions. The platform provides real-time technical analysis and insights, helping users read technical indicators and interpret market trends. Kwala Intel positions itself as a user-friendly intelligence layer for younger traders who entered markets after COVID.
Citi's Top Gen AI Stocks for 2027
Citi has raised its global data center growth forecasts, citing increasing demand for AI and high-performance computing. The bank recommends buying data center stocks, including those in the U.S. utilities sector. Citi also highlights semiconductor stocks, such as AMD and Nvidia, as potential winners.
Basis AI Accounting Agents
Basis AI has developed accounting agents that can run 6x faster than traditional systems. The agents can complete Form 1065 returns in 6-7 hours, compared to 30-40 human hours. However, the system requires careful context management to avoid silent errors.
Recursion Pharmaceuticals' REC-4881 Progress
Recursion Pharmaceuticals has advanced its clinical pipeline, including REC-4881 into a phase Ib/II study. The company's AI-enabled discovery platform aims to validate its approach to drug discovery. Investors are watching REC-4881's progress as a potential registrational pathway.
FBI Using AI to Identify Threats
The FBI is using AI to identify threats and fight crime, according to Deputy Director Christopher Raia. The technology has helped reduce the time from tip to action in the field from weeks to hours or minutes. AI has identified credible threats and helped prevent crimes.
AI Analysis Limitations
David Booth, co-founder of Dimensional Fund Advisors, discusses the limitations of AI in stock picking and trading. Booth notes that AI analysis cannot eliminate uncertainty in the market. He also highlights the risks of automated trading and the importance of human oversight.
OpenLeash for AI Agent Actions
OpenLeash is a security tool that intercepts potentially dangerous AI agent actions, blocking clear threats and requesting human approval for uncertain actions. The tool aims to keep autonomous AI agents accountable and secure. OpenLeash provides a guardian angel-like function for AI systems.
FTC and AI Honesty
The FTC is considering a proposal to address AI honesty, focusing on companies that deliberately steer AI models away from accuracy. The proposal aims to prevent consumer deception and ensure transparency in AI systems. The FTC draws a line between deliberate steering and hallucinations or mistakes caused by AI limitations.
Opti9 Expands Canadian Reach
Opti9 Technologies has expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. The acquisition enhances Opti9's cloud services and geographic reach within Canada. The deal includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers.
Sources
- Palantir Billionaire Peter Thiel Buys an AI Stock Up 560% in 10 Years (Hint: Not Nvidia)
- 3 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Now
- If the AI Boom Slows Down, History Says This Is the Smartest Way to Protect Your Long-Term Portfolio
- New AI platform bets on smarter trading for retail investors, wants to stop flying blind
- Citi highlights best Gen AI stocks to own for 2027
- Basis AI accounting agents run 6x faster
- Should REC-4881’s Registrational Path Talks Reframe How Investors See Recursion Pharmaceuticals’ (RXRX) AI Platform?
- FBI using AI to zero in on threats faster, deputy director says
- AI analysis cannot 'eliminate' uncertainty in the market, David Booth says
- OpenLeash Adds a Human Check to Risky AI Agent Actions
- The FTC Is Coming for AI’s Honesty Problem
- This Week In Cloud AI - Opti9 Expands Canadian Reach with Strategic Hut 8 Acquisition
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