Nvidia and Alphabet Just Agreed to Buy $10 Billion Each of Anthropic Stock at Its IPO Price

Nvidia and Alphabet (Google) have each committed to purchasing $10 billion worth of Anthropic stock at its IPO price, as part of a $26 billion private placement by seven firms. Anthropic is going public on Nasdaq under ticker 'ANT' with an expected price range of $70-$78 per share. The investment represents a sound use of Nvidia's substantial cash reserves but is not directly tied to chip sales commitments.

11/11/2026, 5:47 PM • The Motley Fool

Stock Market Today, Nov. 11: Intel Climbs on Broader Chip Rally as AI Infrastructure Demand Lifts Semiconductor Stocks

Intel shares rallied 7.52% on November 11, 2026, as CoreWeave's stronger-than-expected Q3 results reinforced AI infrastructure demand across the semiconductor sector. The gains reversed earlier losses following post-election concerns about potential AI regulation. However, Intel faces headwinds from a weakening PC market, which prompted a weak Q4 forecast in late October.

11/11/2026, 5:44 PM • The Motley Fool

Stock Market Today, Nov. 11: Advanced Micro Devices Jumps -- and Not Only Because of CoreWeave's Results

AMD surged 7.32% to $552.90 on November 11, 2026, driven by strong CoreWeave results signaling continued AI chip demand and Goldman Sachs naming it an attractive semiconductor stock. The company has gained 36.99% since November 6, supported by record Q3 revenue of $13.4 billion (up 45% YoY), Q4 guidance of $17 billion, and new partnerships including Google's cloud TPU deal. The broader semiconductor sector also rallied, with Nvidia up 2.92% and Intel up 7.52%.

11/11/2026, 5:32 PM • The Motley Fool

Why Advanced Micro Devices Stock Popped Today

AMD stock surged 8.43% following CoreWeave's strong Q3 earnings beat and raised guidance for 2026, signaling increased capital spending on semiconductor chips. Additionally, a UBS report highlighted that server CPU shipments jumped 31% year-over-year in Q3, with AMD maintaining steady market share at 28.4% while Intel declined. UBS projects CPU sales could reach $210 billion by 2030, potentially generating $60 billion in revenue for AMD alone.

11/11/2026, 12:34 PM • The Motley Fool

Prediction: After Losing Over $1.7 Trillion in Market Cap This Year, Nvidia Stock Will Rebound in Epic Fashion. Here's Why.

Nvidia has lost $1.7 trillion in market value since early October, dropping 29% to a $4.1 trillion market cap due to concerns about AI infrastructure spending pace, regulatory uncertainty following midterm elections, and an investigation into CEO Jensen Huang's ties to alleged Chinese intelligence. However, the analyst argues Nvidia's competitive advantages remain intact through its ecosystem of GPUs, networking technology, and CUDA software, positioning it for a meaningful recovery in 2027.

11/11/2026, 10:30 AM • The Motley Fool

1 Unstoppable Stock-Split Stock to Buy Before It Joins the $1 Trillion Club

AMD's data center business is booming with nearly doubled revenue in Q3, driven by strong Instinct GPU and Epyc CPU sales. With a history of six stock splits and potential to reach $1 trillion market cap, AMD could see a stock split catalyst. The company benefits from diversified revenue streams across data centers, PCs, gaming, and embedded systems, with partnerships from major AI players like Meta, Microsoft, and OpenAI. However, competition from Nvidia and Intel, plus cyclical industry pressures, remain key risks.

11/11/2026, 8:55 AM • The Motley Fool

If I Were in My 20s, I'd Buy This AI ETF After Its Recent Crash and Hold It Forever

The Roundhill Generative AI and Technology ETF (CHAT) has declined 35% from its June peak but remains up 160% since inception in May 2023. The article recommends young investors consider adding this actively-managed AI ETF to a diversified portfolio alongside traditional index funds to potentially supercharge long-term returns, despite its volatility and concentrated exposure to the AI sector.

11/11/2026, 7:26 AM • The Motley Fool

Tech Sell-Off: Two AI Stocks That Are Screaming Buys Right Now

Following a tech sell-off triggered by concerns about AI regulation after Democratic election victories, the article identifies Taiwan Semiconductor Manufacturing (TSMC) and Broadcom as attractive buying opportunities. Both companies benefit from AI growth while maintaining diversified revenue streams beyond AI chips, with TSMC trading at 22x forward earnings and Broadcom at 16x forward earnings after recent declines.

11/11/2026, 4:02 AM • The Motley Fool

2 Reasons AMD Can Still Outperform by 2030

AMD's stock has declined 20% over the past month amid post-election uncertainty, but the company's strong data center fundamentals suggest it can outperform through 2030. Driven by AI agent adoption and GPU demand, AMD projects its server CPU market to grow from $26B (2025) to $220B (2030) and its GPU market from $200B to $1.4T by 2030. With 67% expected annualized earnings growth and a 28x 2027 P/E ratio, AMD's valuation offers room for market outperformance.

11/10/2026, 6:13 PM • The Motley Fool

Stock Market Today, Nov. 10: AMD Rises on Plan to Invest $2.5 Billion in Anthropic

AMD stock rose 1.30% to $515.21 on November 10, 2026, following news of its $2.5 billion investment in Anthropic as part of a $26 billion private placement. The gains were also supported by analyst upgrades and strong Q3 earnings showing record quarterly revenue of $13.4 billion. Meanwhile, the broader market declined with the S&P 500 down 0.38% and Nasdaq down 0.74%, while rival Nvidia fell 5.47% amid CEO investigation concerns.

11/10/2026, 5:42 PM • The Motley Fool

AMD vs. Intel: Which Is the Better Artificial Intelligence (AI) Chip Stock to Buy Right Now?

AMD is outpacing Intel in the AI chip market with 97% year-over-year data center revenue growth compared to Intel's 78%. AMD expects data center revenue to more than double in 2027 with 80%+ overall revenue growth, significantly outpacing Intel's 13% guidance. Despite trading at similar valuations, AMD's projected 118% EPS growth in 2027 versus Intel's 20% makes it the better investment choice.

11/10/2026, 8:52 AM • The Motley Fool

Stock Market Today, Nov. 9: Nvidia Stock Plunges 4% on Jensen Huang Investigation as Nasdaq Surges Nearly 3%

Nvidia stock fell 4.27% to $178.67 on Monday following an announcement of an independent board investigation into CEO Jensen Huang regarding a suspected Chinese intelligence operation. Despite Nvidia's decline, the broader market rallied strongly with the Nasdaq climbing 2.74% and the S&P 500 gaining 2.35%. Other semiconductor stocks like AMD and Broadcom surged on renewed investor confidence in AI stocks, though Nvidia's company-specific risks overshadowed the sector momentum ahead of its November 17 earnings report.

11/09/2026, 5:10 PM • The Motley Fool

Why Alphabet Stock Was Moving Higher Today

Alphabet introduced two new AI chips (TPU 8tx and TPU 8i Max) on Monday, positioning itself as a stronger competitor to Nvidia in the semiconductor market. The stock rose 1.2% on the announcement, though gains were moderated by broader tech sector volatility. The chip development represents a significant growth opportunity for Alphabet as investors remain concerned about slowing search business revenue.

11/09/2026, 4:24 PM • The Motley Fool

AMD Stock Guided for 80% Growth Next Year. Why Isn’t the Market Impressed?

AMD provided guidance for over 80% growth in 2026, yet the stock continues to struggle despite this bullish outlook. The article explores why the market hasn't responded positively to this significant growth projection and examines how AI and semiconductor stocks lagged the broader market rally following the 2026 midterm election results.

11/09/2026, 9:40 AM • The Motley Fool

If the Stock Market Crashes, I'm Loading Up on These 2 No-Brainer ETFs

Following a sharp market selloff on November 5th led by AI stock declines after Democratic midterm election victories, the author recommends two ETFs for investors to buy during market crashes: VOO (Vanguard S&P 500 ETF) and QQQ (Invesco QQQ Trust). Despite political headwinds against AI data center expansion, the author remains bullish on tech stocks and AI companies' ability to adapt through alternative strategies.

11/09/2026, 8:54 AM • The Motley Fool