Prediction: These 2 Stocks Will Be Worth More Than Palantir 5 Years From Now

Celestica and Marvell Technology are positioned to outperform Palantir over the next five years by capitalizing on AI infrastructure buildout. Celestica is expanding its role in data center infrastructure and AI systems design, while Marvell is growing its custom silicon and optical interconnect businesses. Both companies have strong growth trajectories, though Marvell's path to surpassing Palantir appears more straightforward than Celestica's.

10/08/2026, 7:08 AM • The Motley Fool

3 Glorious Growth Stocks to Buy Hand Over Fist if the Stock Market Crashes

With the S&P 500 trading at historically elevated valuations (second-highest since the dot-com bubble), rising inflation, interest rate hikes, and potential AI development slowdowns pose risks to the market. The article recommends three stocks as potential buying opportunities if a market correction occurs: Zscaler for its zero-trust cybersecurity solutions, Uber for its autonomous vehicle partnerships, and DigitalOcean for its AI data center infrastructure.

10/08/2026, 6:04 AM • The Motley Fool

3 Chip Stocks Up Over 6,000% in a Decade: 2 to Buy Now and 1 to Avoid

Nvidia, AMD, and Micron have delivered exceptional returns over the past decade. Nvidia and AMD are recommended as buys for the next decade due to their strong positions in AI infrastructure, inference, and emerging markets like agentic and physical AI. Micron should be avoided despite cheap valuations, as it relies on conventional memory price appreciation rather than next-generation technology leadership.

10/08/2026, 4:15 AM • The Motley Fool

AMD Has a Credible Path to Challenge Its Biggest Competitor But There's a Catch

AMD is building a comprehensive AI platform combining GPUs, CPUs, networking, and software to compete in the data center market. While the opportunity is significant and backed by major tech companies, success depends on customer repeat deployments, ROCm software adoption, margin expansion, and free cash flow generation.

10/07/2026, 12:28 PM • The Motley Fool

AlphaSense Announces Most Innovative Customer Award Winners at AlphaSummit 2026

AlphaSense honored six customers at AlphaSummit 2026 for their innovative use of decision-grade AI and agentic workflows. Award winners include Accenture (Breakout Impact), AMD (Innovation in Action), CPP Investments (Champion), Goldman Sachs (Spotlight), Element Capital Management (SuperAnalyst Early Adopter), and Talos Eurisko Asset Management (SuperAnalyst Early Adopter). Recipients demonstrated significant productivity gains and business impact through platform adoption.

10/07/2026, 11:00 AM • GlobeNewswire

SpaceX vs. Nvidia: Which Is the Better Trillion-Dollar Artificial Intelligence (AI) Stock for 2027?

The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.

10/07/2026, 10:30 AM • The Motley Fool

Advanced Micro Devices vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Broadcom as semiconductor investments for 2026. AMD shows strong growth with 34% revenue increase and expanding AI chip demand, while Broadcom demonstrates superior profitability with 36.2% net margins and diversified revenue streams. Despite AMD's higher growth expectations, Broadcom is recommended as the better buy due to its lower valuation multiples (30.4x forward P/E vs. 83.1x), stronger free cash flow ($26.9B vs. $6.7B), and more established market position with major tech clients.

10/07/2026, 9:40 AM • The Motley Fool

Nvidia Hits a New All-Time High. Is the AI Stock a Buy?

Nvidia reached a new all-time high of $243.37 per share, driven by positive macro conditions and strong AI sector momentum. Trading at a P/E ratio of 30, the stock appears undervalued compared to peers like AMD (166 P/E) and Intel (103 P/E), with Wall Street expecting 67% revenue growth to $687 billion in fiscal 2028. While the law of large numbers may eventually constrain growth and competition from AMD, Intel, and custom chips from Amazon and Google pose risks, analysts view Nvidia as well-positioned to capitalize on AI growth and recommend it as a strong buy.

10/06/2026, 9:15 PM • The Motley Fool

$5,100 Split Across These 5 AI Infrastructure Stocks Could Be Worth This Much by 2030

An analysis of a diversified $5,100 investment across five AI infrastructure semiconductor stocks (Nvidia, AMD, Broadcom, TSMC, and ASML) projects a potential 75% return by 2030, reaching approximately $8,900. The projection is based on analyst EPS estimates and forward P/E multiples, with each company positioned to benefit from the growing AI infrastructure market expected to reach $2.3 trillion by 2032.

10/06/2026, 4:25 PM • The Motley Fool

Stock Market Midday, Oct. 6: S&P 500 Sets New High, Nuclear Stocks Surge

The S&P 500 reached new all-time highs on October 6, 2026, climbing 0.85% to 7,840 as falling oil prices eased inflation concerns. Nuclear stocks surged following a Constellation Energy deal with Google, while semiconductor stocks like Marvell Technology jumped over 7% on strong investor day guidance. Memory stocks declined amid reports of Toshiba's market expansion plans.

10/06/2026, 12:18 PM • The Motley Fool

Not Nvidia. Not Micron. If I Could Buy and Hold Only 1 Artificial Intelligence (AI) Chip Stock Through 2030, It Would be This One.

While Nvidia and Micron dominate AI chip headlines, Taiwan Semiconductor Manufacturing (TSMC) is positioned as the superior long-term AI infrastructure play. TSMC controls ~73% of the foundry market and ~90% of advanced-node capacity, making it the critical bottleneck in AI chip production. With AI-accelerator revenue expected to compound at 50%+ through 2030, strong financial growth (36% YoY revenue growth in 2025), expanding margins, and a forward P/E of 28, TSMC offers better value than chip designers while maintaining a durable competitive moat.

10/06/2026, 11:15 AM • The Motley Fool

Advanced Micro Devices vs. Intel: Which Semiconductor Stock Is a Better Buy in 2026?

AMD and Intel are competing for dominance in the AI chip market. AMD is experiencing rapid growth with 34.3% revenue increase and strong data center performance, while Intel is undergoing a turnaround with improving results but negative free cash flow. The article recommends AMD as the better buy due to faster growth, cleaner business trajectory, and lower execution risk.

10/05/2026, 4:19 PM • The Motley Fool

How HPE Stock Gained 22.3% in September

Hewlett Packard Enterprise (HPE) stock surged 22.3% in September 2026, driven by strong AI data center demand. The company reported a 34% revenue increase to $12.2 billion in Q3, with AI systems orders jumping over 30% to $2.4 billion. HPE also secured a $1.2 billion order from Vultr for AMD Helios AI racks and expanded deals with Oracle for AI networking infrastructure. Despite nearly tripling year-to-date, HPE trades at a reasonable 14.8x forward earnings with expected free cash flow of $5 billion in fiscal 2027.

10/04/2026, 10:03 PM • The Motley Fool

Why Quantum Computing Stock Xanadu Quantum Technologies Plummeted 56.2% in September

Xanadu Quantum Technologies stock fell 56.2% in September 2026, primarily due to the expiration of a post-merger lockup period on September 22 that allowed early investors and insiders to sell shares. Despite the decline, the company announced positive developments including collaborations with ASML and AMD, and received an outperform rating from RBC Capital with a $16 price target.

10/04/2026, 2:15 PM • The Motley Fool

AMD Reaches a $1 Trillion Market Cap. Can It Finally Dethrone Nvidia?

AMD has reached a $1 trillion market cap with a 200% gain this year, but the article argues the stock is overvalued relative to its fundamentals. While AMD is growing strongly in data centers (107% YoY), Nvidia is still larger and growing faster (117% YoY). AMD trades at 158x trailing earnings versus Nvidia's 30x, suggesting AMD stock could face 25% downside while Nvidia could double if valuations normalize.

10/04/2026, 9:14 AM • The Motley Fool