Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.

10/01/2026, 10:31 AM • The Motley Fool

3 Top AI Stocks for October

The article recommends Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as better investment choices in October compared to AMD and Intel. While AMD and Intel have had strong runs in 2026, their valuations have already priced in expected growth. Nvidia and Broadcom are growing faster despite larger sizes, while TSMC is positioned to outperform Intel due to superior valuation metrics and industry leadership.

10/01/2026, 10:15 AM • The Motley Fool

The S&P 500 Is Near an All-Time High but Trading at Its Lowest Valuation in a Year. Nvidia, Alphabet, and Amazon Help Explain Why.

Despite the S&P 500 reaching near all-time highs with 13.1% year-to-date gains, the index trades at its lowest valuation in a year with a forward P/E of 19.4. Major growth stocks like Nvidia, Alphabet, and Amazon have become cheaper based on forward earnings ratios because their earnings growth is outpacing stock price increases. These companies are investing heavily in AI infrastructure, which could lead to significant margin expansion once their capital investments begin generating returns.

10/01/2026, 6:07 AM • The Motley Fool

Stock Market Today, Sept. 30: Nvidia Authorizes $150B Buyback, Lifting Total to $235B

Nvidia announced an additional $150 billion share repurchase authorization, bringing its total buyback program to $235 billion through 2028. The company closed up 0.52% at $228.38, supported by positive developments including an AI safety accord and expansion into quantum computing. With 106% year-over-year revenue growth and a forward P/E ratio of 25, Nvidia continues to solidify its position as a leading AI company.

09/30/2026, 5:20 PM • The Motley Fool

Meet the Low-Cost Vanguard ETF With 51.8% Invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon While VOO Has Just 30%

The Vanguard Morningstar Mega Cap Growth ETF (MGK) offers concentrated exposure to mega-cap growth stocks, with 51.8% invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon compared to 30% for the S&P 500 ETF (VOO). While MGK has a slightly higher expense ratio (0.05% vs 0.03%), it provides amplified exposure to AI-driven growth opportunities. However, this concentration carries risks if mega-cap growth stocks underperform, though the article argues these companies are well-positioned to capitalize on AI investments at scale.

09/30/2026, 7:30 AM • The Motley Fool

KAYTUS KR2166V3 accélère le traitement des données pour l’IA et le HPC à l’échelle du pétaoctet

KAYTUS unveiled the KR2166V3, a 2U storage server featuring single-socket AMD EPYC 9005 architecture with over 700 TB raw capacity. Compared to dual-socket systems, it delivers 12% higher MapReduce performance, 45% lower power consumption, and 19% lower total cost of ownership, addressing enterprise needs for petabyte-scale data preprocessing and analysis.

09/29/2026, 10:04 PM • GlobeNewswire

KAYTUS KR2166V3 beschleunigt die AIHPC-Datenverarbeitung im Petabyte-Maßstab

KAYTUS unveiled the KR2166V3, a 2U storage server featuring over 700 TB raw capacity with a single AMD EPYC 9005 socket architecture. Compared to dual-socket systems, it delivers 12% higher MapReduce performance, 45% lower power consumption, and 19% reduced total cost of ownership, addressing enterprise needs for petabyte-scale data preprocessing in AI and HPC environments.

09/29/2026, 10:04 PM • GlobeNewswire

Prediction: Taiwan Semiconductor Manufacturing Will Hit a $3 Trillion Market Cap Before 2027 Is Over

An analyst predicts Taiwan Semiconductor Manufacturing (TSMC) will reach a $3 trillion market cap by end of 2027, requiring approximately 30% stock growth. The prediction is based on strong AI chip demand expected through 2029-2030, a planned $100 billion U.S. expansion, and Wall Street's expectation of 35% revenue growth next year. TSMC is positioned as a universal AI investment due to its foundry services for major chip designers.

09/29/2026, 4:29 PM • The Motley Fool

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

While Broadcom and AMD are not serious threats to Nvidia's GPU dominance in AI data centers, Nvidia's largest customers—Amazon, Microsoft, and Meta—pose a significant risk by developing their own custom AI chips. As these hyperscalers ramp up internal chip production, they reduce their reliance on Nvidia hardware, shrinking Nvidia's addressable market and eroding its pricing power as supply shortages diminish.

09/29/2026, 5:06 AM • The Motley Fool

KAYTUS KR2166V3 Accelerates AIHPC Data Processing at Petabyte Scale

KAYTUS unveiled the KR2166V3, a 2U storage server featuring a single-socket AMD EPYC 9005 architecture with over 700 TB raw capacity. Compared to dual-socket systems, it delivers 12% higher MapReduce performance, 45% lower power consumption, and 19% lower total cost of ownership, addressing enterprise needs for efficient petabyte-scale data preprocessing in AI and HPC environments.

09/28/2026, 9:30 PM • GlobeNewswire

Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse

Broadcom is emerging as a major AI chip competitor through its custom silicon business, with AI revenue expected to reach $58 billion in fiscal 2026 and $230 billion by fiscal 2028. The company's custom ASICs reduce inference costs by 40-60% compared to GPUs, attracting major hyperscalers like Google, Meta, OpenAI, and Anthropic. Trading at a lower valuation multiple (19x forward earnings) than Nvidia (25x) and AMD (39x), Broadcom offers an attractive growth-and-value investment opportunity in the AI semiconductor space.

09/28/2026, 4:11 PM • The Motley Fool

Nvidia's Record Buyback Couldn't Keep the Nasdaq Out of the Red on Monday Morning

The Nasdaq fell 1% on Monday despite Nvidia announcing a record $150 billion buyback expansion. Market weakness was driven by Trump rejecting Iran's peace proposal, causing oil prices to spike and Treasury yields to rise to their highest level since 2002. Most semiconductor stocks declined sharply, with only Nvidia gaining ground as energy was the only sector posting real gains.

09/28/2026, 12:23 PM • The Motley Fool

Intel Stock Surged Over 40% in September. History Shows What's Next.

Intel's stock has surged over 40% in September and is up 250% in 2026, but the rally appears disconnected from business fundamentals. The stock now trades at 84x current earnings and 62x 2027 estimates—far above industry peers—suggesting a significant valuation correction may be coming. Analysts recommend more reasonably priced alternatives like Taiwan Semiconductor or Nvidia.

09/27/2026, 12:32 PM • The Motley Fool

Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors

Intel CEO Lip-Bu Tan revealed that the company can only meet 50% of customer demand for server CPUs, indicating a significant supply shortage. While this benefits both Intel and AMD through potential price increases, AMD is positioned as the bigger beneficiary due to its superior technology, growing market share (34.5% vs Intel's declining share), and ability to ramp production with TSMC. AMD's data center revenue grew 107% year-over-year in Q2, and the company expects 80%+ growth in server revenue for H2 2026, compared to Intel's slowing growth trajectory.

09/27/2026, 11:03 AM • The Motley Fool

Nvidia Trades Near Its 52-Week High at Its Cheapest Valuation in a Decade. History Says This Is What $1,000 Invested Could Be Worth by 2030.

Nvidia is trading at its lowest forward P/E ratio in a decade (14.3x) despite being near 52-week highs. The article argues this presents a buying opportunity, with analyst forecasts suggesting EPS could reach $26 by fiscal 2030. If the P/E multiple expands from 15x to 22x, the stock could reach $572, representing a 154% gain. Beyond its core data center business (growing 117% YoY), Nvidia is expanding into AI agents, space exploration, physical AI, and autonomous vehicles.

09/26/2026, 8:02 AM • The Motley Fool