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

3 Big Takeaways From Microsoft's Earnings

Microsoft reported strong fiscal 2026 Q4 earnings with 18% revenue growth driven by cloud computing, causing shares to surge 16%. The company expects positive free cash flow in fiscal 2027 despite high AI infrastructure investments. Microsoft emphasized that CPUs are equally important as GPUs for agentic AI, signaling a shift in compute capacity ratios and benefiting CPU manufacturers.

08/03/2026, 4:15 AM • The Motley Fool

Jeff Bezos Backed a $2.6 Billion AI Startup That's Partnering With Nvidia and Meta on New Chip Materials

CuspAI, a $2.6 billion AI startup backed by Jeff Bezos' Bezos Expeditions, has raised $450 million to develop AI-designed materials for next-generation computer chips. The company partners with Nvidia, AMD, and Meta to address critical supply chain bottlenecks in AI computing, particularly shortages of gallium, iridium, and tantalum. CuspAI's AI platform can identify alternative materials and synthesize new ones at a fraction of traditional development costs, with the generative AI material science industry expected to grow over 24% annually through 2030.

08/02/2026, 7:13 PM • The Motley Fool

If I Were in My 20s, I'd Buy This Magnificent ETF and Hold It Until Retirement

The article recommends the Invesco QQQ Trust (QQQ), an ETF tracking the Nasdaq-100 index, as an ideal long-term investment for young investors in their 20s. The Nasdaq-100 is heavily weighted toward technology stocks (70%) and has historically outperformed the S&P 500 with a 10.9% compound annual return over 27 years versus 8.6% for the S&P 500. The article highlights how major tech companies in the index have benefited from the AI revolution, with the top 10 holdings delivering over 500% average returns since 2023.

08/02/2026, 4:15 PM • The Motley Fool

Is Arm Holdings Stock a Buy on the Bullish CPU Outlook?

Arm Holdings announced strong fiscal Q1 earnings with 22% revenue growth and increased confidence in achieving over $1 billion in server CPU revenue by fiscal 2028. However, the analyst recommends against buying the stock due to its high forward P/E ratio of over 100, risks from competing with its own customers in the data center CPU market, and headwinds in its core smartphone business from elevated memory costs.

08/02/2026, 3:15 PM • The Motley Fool

Oracle and Nvidia Shares Have Plunged Over the Past 3 Months. Is It Time to Cut These Tech Stocks Loose?

Oracle and Nvidia shares have declined significantly over the past three months amid investor skepticism about AI infrastructure spending. However, the article argues that selling these stocks may be premature. Nvidia maintains 86% of the GPU data center market with strong revenue growth, while Oracle has $638 billion in remaining performance obligations despite temporary margin pressures from heavy capex investments. Both companies have solid long-term growth prospects despite near-term headwinds.

08/02/2026, 2:15 PM • The Motley Fool

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

The article compares AMD and Arm as investment options in 2026. AMD is a chip manufacturer with strong data center revenue growth (34.3% YoY) but faces manufacturing risks and competition. Arm licenses IP architecture with a 99% smartphone market share, higher profit margins (18.4%), and a more resilient business model. Despite AMD's cheaper valuation (P/E 68.6 vs 108.6), the author recommends Arm due to its superior business model and lower operational risks.

08/02/2026, 8:30 AM • The Motley Fool