Why Is Everyone Talking About AMD Stock?

AMD stock has been generating significant discussion due to its soaring stock price, with the company capturing a massive opportunity in the data center segment. The stock has surged 180% and recently borrowed $4.75 billion in a bond sale, more than triple its previous offering.

08/16/2026, 8:15 AM • The Motley Fool

These 5 AI Stocks Have Returned 300%-Plus Over the Past 3 Years -- and 1 Still Looks Dirt Cheap

Five semiconductor companies have delivered 300%+ returns over three years by capitalizing on AI data center infrastructure spending. Nvidia leads with 86% market share in AI chips, while Micron stands out with a 1,300% gain and a relatively cheap valuation despite concerns about memory demand sustainability. TSMC, Broadcom, and AMD also benefit from strong AI-driven demand, though investors worry about whether heavy capex spending will deliver adequate returns.

08/16/2026, 4:13 AM • The Motley Fool

AMD Just Borrowed $4.75 Billion, More Than Triple Its Last Bond Sale

AMD completed its largest bond offering in history, raising $4.75 billion across four tranches maturing between 2029 and 2036. Despite holding $13.1 billion in cash and generating strong operating cash flow, the company is securing long-term funding at favorable rates (~5%) to support its AI infrastructure buildout and capacity expansion. The debt issuance is financially conservative given AMD's strong revenue growth (50% YoY in Q2) and booming data center segment, though the stock's valuation at 130x earnings already prices in years of continued growth.

08/15/2026, 10:19 PM • The Motley Fool

Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom

While Nvidia and AMD are benefiting from the AI semiconductor boom, Taiwan Semiconductor Manufacturing (TSMC) is positioned as a better investment due to its foundry business model serving multiple major clients. TSMC's diversified customer base, strong pricing power, and dominant 73% foundry market share make it well-positioned for sustained growth, with the stock trading at an attractive 25x forward earnings compared to peers.

08/15/2026, 9:23 AM • The Motley Fool

Down 15% From Its All-Time High, Is Now the Time to Load Up on AMD Stock?

AMD stock has doubled in 2026 but recently pulled back 15% from its all-time high. While the company shows strong business fundamentals with 50% revenue growth and 156% EPS growth in Q2, driven by impressive 107% data center division growth, the stock's valuation has become stretched. With a trailing P/E of 124 and forward P/E of 64, much of the company's expected growth is already priced in. The analyst recommends avoiding AMD in favor of other AI stocks with better valuations.

08/13/2026, 12:37 PM • The Motley Fool

Advanced Micro Devices vs. AppLovin: Which Technology Stock Is a Better Buy in 2026?

The article compares AMD and AppLovin as investment choices in 2026. AMD, a semiconductor company, reported strong AI infrastructure growth with 30%+ quarterly revenue increases and data center sales doubling year-over-year, though it trades at a higher valuation multiple. AppLovin, an AI-powered advertising software company, achieved impressive 70% revenue growth and 60.8% net margins but faced Q2 revenue miss and guidance disappointment. The author recommends AMD for long-term investors seeking direct AI infrastructure exposure, citing its momentum, partnerships, and growth trajectory despite higher valuation multiples.

08/12/2026, 5:25 PM • The Motley Fool

On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook

Ahead of Nvidia's Aug. 26 earnings report, investors will focus on the company's $1 trillion GPU opportunity from Blackwell and Vera Rubin platforms. However, the article highlights an emerging opportunity in Nvidia's CPU business for agentic AI, which Huang projects could generate $20 billion in revenue this year and open a $200 billion total addressable market. Bank of America analysts expect the CPU market to grow fivefold to $170 billion by 2030, potentially becoming a significant growth driver alongside GPUs.

08/12/2026, 8:30 AM • The Motley Fool

AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.

Despite AMD's stock outperformance in 2026, the article argues Nvidia is the better buy. AMD trades at a 63x forward P/E ratio compared to Nvidia's 24x, a valuation gap that appears unjustified given Nvidia's superior scale, faster growth (85% vs 50% revenue growth), higher profitability ($48.5B vs $1.6B free cash flow), and stronger market position. Historical patterns suggest AMD's elevated valuation may face compression while Nvidia has room for expansion.

08/12/2026, 6:20 AM • The Motley Fool

Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now

Morgan Stanley predicts AI infrastructure spending could reach $1.4 trillion by 2027, exceeding current market forecasts of $1.2 trillion. The analyst recommends three stocks positioned to benefit from this AI boom: Nvidia as the dominant GPU leader, AMD as a growing inference market player, and Micron as a major beneficiary of surging memory demand.

08/12/2026, 4:15 AM • The Motley Fool

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