TSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?

TSMC and ASML are identified as two of the best long-term semiconductor stocks due to their dominant market positions. TSMC controls 73% of the foundry market and 90% of advanced AI chips, while ASML dominates with 90% market share in lithography and 100% in extreme ultraviolet equipment. The article recommends both stocks but slightly favors TSMC due to its lower valuation (36x earnings vs. ASML's 56x) and more diversified customer base.

08/10/2026, 8:30 PM • The Motley Fool

Why AMD Stock Tumbled 18% in July

AMD stock fell 18% in July amid a broader semiconductor sector sell-off driven by concerns over excessive AI spending by tech companies and potential reduced returns on AI infrastructure investments. The decline was further pressured by reports that Chinese AI company DeepSeek is developing its own AI processor, intensifying competition concerns. Despite beating Q2 earnings estimates, AMD's stock continued to decline as investors recalibrated expectations given the company's premium valuation.

08/10/2026, 4:19 PM • The Motley Fool

A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a key beneficiary of the AI revolution, supplying chips to major players like Nvidia, Broadcom, and AMD. With CEO projections of strong chip demand through 2029-2030 and a $100 billion Arizona investment commitment, analysts expect TSMC's stock could double by 2028, turning a $10,000 investment into $20,000, based on projected 42% revenue growth in 2026 and sustained 50% profit margins.

08/09/2026, 3:30 PM • The Motley Fool

This Quantum Stock Could Be a Big Winner Beyond the AI Chip Boom

As classical chips face growing limitations, quantum computing represents the next frontier of enterprise computing. IonQ is highlighted as one path into quantum computing, but the broader quantum ecosystem—including hardware developers, cloud platforms, and cybersecurity providers—could offer greater rewards as the industry shifts beyond traditional AI chip dominance.

08/08/2026, 8:30 AM • The Motley Fool

Meet the Low-Cost Vanguard ETF That Just Gained 11% Over 4 Days, Thanks to a Combined 33% Weighting in Nvidia, Microsoft, Micron, and Broadcom. Here's Why It's Still a Top Buy Now.

The Vanguard Information Technology ETF (VGT) gained 11% over four trading days following strong earnings reports from Microsoft and Amazon. The ETF's performance is heavily driven by its top holdings in Nvidia, Microsoft, Micron, and Broadcom. Despite concerns about valuation, the article argues the tech sector remains a solid buy due to strong earnings growth, particularly in AI-related infrastructure and semiconductors. However, investors should be aware of concentration risk and the sector's volatility.

08/07/2026, 11:27 AM • The Motley Fool

Why The iShares Semiconductor ETF (SOXX) Plunged 21% in July

The iShares Semiconductor ETF (SOXX) dropped 21.2% in July after rallying 112.8% in the first half of 2026. The decline was driven by multiple factors: short-seller Michael Burry's bearish stance on overvalued AI stocks, the release of China's capable low-cost Kimi K3 AI model raising competition concerns, and forced liquidation of the leveraged AI hedge fund Situational Awareness. Despite the pullback, strong semiconductor earnings showed no weakness in AI chip demand.

08/07/2026, 8:15 AM • The Motley Fool

Prediction: This Unstoppable Vanguard ETF Will Crush the S&P 500 in the Remainder of 2026

The Vanguard S&P 500 Growth ETF (VOOG) outperformed the S&P 500 by 2% in the first half of 2026, gaining 11.5% versus 9.5%. The ETF's higher concentration in technology stocks (52% vs 38%) and exposure to AI-driven companies positions it to continue outperforming through year-end. The fund's top 10 holdings averaged 49% returns in H1 2026, with recent rebounds from Microsoft and Amazon supporting continued momentum.

08/07/2026, 5:30 AM • The Motley Fool

Advanced Micro Devices vs. Sandisk: Comparing the Latest Quarterly Revenue Trends as AI Demand Spikes Sales

AMD and Sandisk are both benefiting from surging AI demand, but with different growth trajectories. AMD shows steady sequential revenue gains, reaching $11.5B in Q2 2026, while Sandisk displays explosive growth accelerating from $1.9B to $9.0B over the same period. Despite AMD's larger scale and stock gains, Sandisk's steeper revenue acceleration and higher net margins (77% vs 14%) explain its remarkable 2,900% share price outperformance.

08/06/2026, 3:34 PM • The Motley Fool

Cathie Wood's Ark Innovation Fund: Is It Still a Buy After Years of Underperformance?

The ARK Innovation ETF (ARKK) remains a volatile but potentially rewarding investment option despite mixed recent performance. The fund focuses on emerging technologies including AI, robotics, genomics, and autonomous vehicles, offering low correlation with the S&P 500 and unique diversification benefits. While it may underperform for extended periods, its long-term potential and distinct portfolio composition make it worthy of consideration as a modest allocation in diversified portfolios.

08/06/2026, 8:18 AM • The Motley Fool

Why AMD Stock Dropped Today

AMD shares fell 7% despite strong Q2 earnings with revenue jumping 50% YoY and data center revenue doubling to $6.7B. The decline was triggered by Elon Musk's announcement that SpaceX would exclusively use Nvidia's AI chips, raising investor concerns about AMD's competitive position in the AI market.

08/05/2026, 10:12 PM • The Motley Fool

AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.

AMD reported record Q2 revenue of $11.5 billion with data center revenue doubling to $6.7 billion, but the stock fell 9% after-hours due to flat gross margin guidance for Q3 at 56% despite 41% year-over-year revenue growth, combined with nearly tripled capital spending to $808 million that is pressuring profitability.

08/05/2026, 9:21 AM • The Motley Fool

Microsoft CEO Satya Nadella Just Announced Great News for AMD Stock Investors

Microsoft CEO Satya Nadella highlighted that CPUs are as important as GPUs for running AI agents, signaling strong future demand for AMD's processors. AMD is well-positioned to capitalize on the shift toward agentic AI, with the server CPU market expected to reach over $120 billion by 2030 with 35%+ annual growth. AMD's competitive advantages include expertise, high switching costs, and recent market share gains over Intel.

08/04/2026, 3:30 PM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

Cathie Wood's Ark Invest Sold $11.8 Million of AMD Stock on a Single Day Last Month. Should Other Investors Also Sell?

Ark Invest sold $68.1 million of AMD stock in July, including an $11.8 million sale on July 17, likely due to high valuations after 180% gains over the past year. However, the article suggests long-term investors should hold AMD shares, as the company remains Ark Invest's second-largest position and has significant growth potential with a $2 trillion addressable market by 2030.

08/03/2026, 4:07 PM • The Motley Fool

Taiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.

Taiwan Semiconductor Manufacturing (TSMC) surpassed a $2.1 trillion market cap after a 7.6% jump on July 30, 2026. Despite this milestone valuation, the stock trades at approximately 20 times forward earnings—an average multiple for large companies. The company's Q2 results showed exceptional performance with 34% YoY revenue growth to $40.2 billion and 77% net income growth. The analyst argues this represents an attractive valuation for an extraordinary business, particularly given strong guidance for Q3 and early-stage 2-nanometer technology ramp-up.

08/03/2026, 9:26 AM • The Motley Fool