1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool

Is AMD Stock Heading to $600 per Share?

AMD stock has surged 160% in 2026 and nearly reached $600 per share in late June, but analyst Keithen Drury argues the stock is overvalued. Trading at 61x forward earnings compared to Nvidia's 30.2x, AMD has priced in nearly two years of growth despite solid 38% YoY revenue growth and expected 44% growth for 2026. While AMD's data center division grew 57% YoY, the analyst suggests investors can find better values elsewhere in the market.

07/30/2026, 7:30 PM • The Motley Fool

LEADING SYSTEM INTEGRATOR iBUYPOWER BRANCHES OUT TO PREBUILT AND CUSTOM HIGH-PERFORMANCE PROFESSIONAL WORKSTATIONS

iBUYPOWER, a gaming PC system integrator with 25 years of experience, has expanded into the professional workstation market with a new line of prebuilt and custom systems. The company simultaneously enhanced its warranty coverage to three years for both parts and labor, up from two years previously. The workstation lineup ranges from $3,349 to $19,149 and features configurations with Intel Core Ultra, AMD Ryzen, and high-end GPU options including NVIDIA RTX PRO Blackwell.

07/30/2026, 2:52 PM • GlobeNewswire

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge

U.S. stock markets rebounded sharply on Thursday, with the Nasdaq Composite surging 2.6% to its best day since mid-June. Microsoft led the rally, jumping 16.4% after reporting $90 billion in quarterly revenue and 43% Azure cloud growth, proving that AI investments are generating real returns. While semiconductor stocks celebrated alongside Microsoft, Meta Platforms declined 9.2% after missing earnings expectations and reporting a 91% collapse in free cash flow, highlighting the contrast between profitable and unprofitable AI spending strategies.

07/30/2026, 1:26 PM • The Motley Fool

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?

Nvidia is rapidly gaining market share in the server CPU market with its Grace and newly launched Vera processors, which claim significant performance advantages over Intel and AMD's x86-based chips. While Intel and AMD currently dominate with combined data center revenues around $50 billion annually, Nvidia is projected to capture $20 billion in Vera server CPU revenue this fiscal year alone. Analysts predict Arm-based CPUs could capture nearly 90% of the server CPU market by 2029, potentially threatening Intel and AMD's growth momentum.

07/30/2026, 8:23 AM • The Motley Fool

Better Buy Amid the Tech Crown Shift : Apple vs. Nvidia

Apple and Nvidia, both valued at ~$5 trillion, compete for the world's most valuable company title. Nvidia dominates the AI data center GPU market with 86% share and is expanding into CPUs, with strong earnings growth of 140% YoY. Apple is taking a different approach, leveraging its new Siri AI to drive iPhone upgrades and expand subscription services. While both are solid investments, Nvidia has a slight edge due to greater growth opportunities from ongoing data center expansion.

07/29/2026, 1:30 PM • The Motley Fool

Market Indexes Tumble on Geopolitical Tensions and Chip Stock Selloff

U.S. stock markets fell sharply on Wednesday amid renewed Middle East geopolitical tensions and ahead of the Federal Reserve's policy decision. The Dow dropped 1.7%, S&P 500 fell 1.0%, and Nasdaq declined 1.3%. Semiconductor stocks were hit hardest, with the sector extending a 10% weekly decline. Oil prices surged over 6% on Iran tensions, pressuring energy-dependent companies across sectors.

07/29/2026, 1:29 PM • The Motley Fool

Prediction: AMD Stock Could Double by 2028. Here's Why

AMD is positioned to capture significant market share in AI accelerators with major contracts from Microsoft, Meta, OpenAI, and Anthropic providing multi-year revenue visibility. Wall Street projects AMD's revenue to grow from $50B in 2026 to over $100B by 2028, with EPS rising from $7.50 to $20. Even with P/E compression from current levels of 64 to 48-52, the stock could appreciate up to 101% by 2028.

07/29/2026, 6:28 AM • The Motley Fool

Nvidia's Quiet Bet on AI Sandboxes Could Decide Who Wins the AI Agent Era

As AI agents begin executing code rather than just generating text, enterprises will need isolated sandbox environments to safely run generated code. This creates a new infrastructure market where Nvidia bets on faster cores, AMD on more cores per rack, Intel on existing x86 compatibility, and hyperscalers on custom silicon. The winner will be determined by which approach most efficiently completes agent tasks at scale.

07/28/2026, 1:34 PM • The Motley Fool

Could AMD Dethrone Nvidia?

AMD is gaining ground in the AI chip market with major partnerships including deals with Anthropic, Microsoft Azure, OpenAI, and Meta, plus securing workloads from Turing. However, Nvidia still dominates with 80% market share and $75B in quarterly data center revenue compared to AMD's 5-7% market share. The article suggests both companies can grow substantially in the estimated $200B AI accelerator market by 2026, with AMD stock up 158% YTD versus Nvidia's 12% gain.

07/27/2026, 12:25 PM • The Motley Fool

How Lisa Su Has Positioned AMD to Be a Big AI Winner and Why the Stock Is a Buy

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

07/27/2026, 2:30 AM • The Motley Fool

Nvidia's Jensen Huang Confirmed Vera Rubin Chips Are Already in Production

Nvidia CEO Jensen Huang dismissed reports of delays to the Vera Rubin AI chip platform, confirming that the chips are already in production with 'giant amounts of production incoming.' While SemiAnalysis had reported a 12+ month delay to the Kyber NVL144 rack-scale solution, Huang stated the reports are 'not true.' The confirmation is important given Vera Rubin's crucial role in Nvidia's forward earnings projections and the company's $1 trillion combined sales forecast for Blackwell and Vera Rubin through 2027.

07/26/2026, 8:05 AM • The Motley Fool

What's Going on With Alphabet Stock?

Alphabet's stock price fell following an investor update despite strong performance in AI cloud revenue and YouTube ad sales reaching a record $11.06 billion. The gains in these segments were insufficient to prevent the stock decline.

07/25/2026, 9:21 PM • The Motley Fool

Got $100? 1 Artificial Intelligence (AI) Memory ETF to Buy Right Now.

The iShares Semiconductor ETF (SOXX) offers diversified exposure to the AI memory supply chain, including memory producers, chip designers, and equipment suppliers. Growing demand for high-bandwidth memory in AI accelerators is creating supply shortages expected to persist beyond 2027. While the recent semiconductor sell-off has improved entry points, the ETF trades at a premium valuation (66x earnings) with concentrated holdings, presenting downside risks if AI spending slows or memory supply increases faster than expected.

07/25/2026, 1:11 PM • The Motley Fool