This ETF Is Down 7% From Its High. History Says Now Is a Smart Time to Invest.

The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains up 12.7% year-to-date. The article argues this pullback presents a buying opportunity, citing the ETF's strong long-term track record of ~14% annual returns since inception. With tech stocks comprising 68.5% of holdings, the author suggests investors may eventually rotate back to mega-cap tech companies for stability after recent outperformance in cyclical semiconductor and memory stocks.

07/25/2026, 11:30 AM • The Motley Fool

VAST Data Expands Collaboration with AMD to Advance AI Infrastructure for the Inference Era

VAST Data announced an expanded collaboration with AMD to deliver high-performance AI infrastructure combining VAST's AI Operating System with 6th Gen AMD EPYC CPUs and AMD Instinct GPUs. The partnership includes optimized KV cache management, reference architectures, and demonstrated 9X speedup in time-to-first-token for agentic AI workloads. Leading AI cloud providers including Core42, Crusoe, Vultr, and others are adopting the combined solution.

07/24/2026, 3:22 PM • GlobeNewswire

Ark Invest's Cathie Wood Just Sold AMD Stock and Bought SpaceX. Why I'd Be Doing the Opposite.

Cathie Wood's Ark Innovation ETF has been selling AMD and buying SpaceX, but analyst Geoffrey Seiler argues this is the wrong move. SpaceX trades at extreme valuations (P/S ratio over 85x) with significant technological hurdles ahead and upcoming share dilution from lock-up expirations. AMD, meanwhile, is positioned to benefit from powerful trends in AI inference and agentic AI, with secured GPU deals and strong CPU demand driving near-term growth.

07/24/2026, 6:05 AM • The Motley Fool

2 Hidden Businesses to Watch as AI Keeps Heating Up

Despite concerns that AI trends may be peaking, Taiwan Semiconductor's 68% year-over-year revenue growth in June and Meta's expansion of its Louisiana data center to $50+ billion demonstrate sustained momentum in AI infrastructure buildout. The podcast highlights two lesser-known companies positioned to benefit: Comfort Systems USA, which provides specialized cooling and electrical work for data centers, and Celestica, which assembles advanced chips into custom AI server racks.

07/23/2026, 9:07 PM • The Motley Fool

Nvidia's Stock Hasn't Been This Cheap Since 2019. Here's Why It's the Best Buy in the Market Now.

Nvidia's stock has underperformed the S&P 500 in 2026 despite strong business results, causing its valuation to reach its lowest point since 2019 at a P/E ratio of 31. The article argues this makes Nvidia an attractive buy given Wall Street expects 82% revenue growth this fiscal year and 42% next year, with the AI infrastructure build-out still gaining momentum. Nvidia trades at cheaper valuations than many peers while delivering superior growth rates.

07/23/2026, 5:21 PM • The Motley Fool

Schneider Electric and AMD release first Helios platform reference design to accelerate AI Factory deployment

Schneider Electric and AMD announced a jointly developed reference design for AMD's Helios rackscale solution to accelerate AI Factory deployment. The design supports high-density AI clusters up to 10.4 MW IT load with 246 kW per rack, advanced liquid cooling achieving PUE as low as 1.12, and integrated digital infrastructure management tools for faster, lower-risk deployment of AI environments.

07/23/2026, 3:00 PM • GlobeNewswire

Agentic AI Runs Where Enterprise Software Runs: Embedded LLM Launches TokenVisor Spaces for AMD-Powered AI Clouds at AMD Advancing AI 2026

Embedded LLM launched TokenVisor Spaces, a new product that combines AMD EPYC CPUs for agent execution with AMD Instinct GPUs for inference, providing governed, auditable agentic AI services. The solution addresses enterprise needs for stateful agent execution, policy enforcement, and cost-effective long-context inference through KV-cache reuse, validated on AMD infrastructure with significant performance improvements.

07/23/2026, 2:52 PM • GlobeNewswire

Mark Zuckerberg's Meta Is Expected to Report $60 Billion in Q2 Revenue on July 29. The Stock Has Recovered From a 20% Drawdown to Within 5% of Flat for the Year.

Meta is set to report Q2 earnings on July 29 with expected $60 billion in revenue. While the advertising business remains strong, investors should focus on whether Zuckerberg's massive $125-145 billion 2026 capital spending plan for AI data centers is paying off. Meta is exploring becoming a cloud infrastructure provider by renting computing power to external customers like Anthropic, potentially creating a second revenue engine alongside its advertising business.

07/23/2026, 2:32 PM • The Motley Fool

Astera Labs vs. Advanced Micro Devices: What the Revenue Trajectories of These Artificial Intelligence Companies Reveal to Investors.

Astera Labs and Advanced Micro Devices are both benefiting from AI infrastructure demand, but with different growth profiles. Astera Labs is growing faster with 93% year-over-year revenue increase in Q1 2026 ($308.4M), while AMD maintains a much larger absolute revenue base at $10.3B with 38% YoY growth. Astera Labs has posted eight consecutive quarters of growth, while AMD's growth has been more fluctuating, narrowing the historical revenue gap between the two companies.

07/23/2026, 1:30 PM • The Motley Fool

The Overlooked Infrastructure Play Quietly Winning the AI Boom

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a major beneficiary of the AI infrastructure boom, with Q2 2026 revenue up 34% YoY and raised full-year guidance to over 40% growth. Despite underperforming the semiconductor sector this year (33% vs 68%), TSMC's strong earnings growth and reasonable 25x forward earnings valuation suggest potential 67% upside to $700 by 2028 as AI infrastructure spending accelerates.

07/23/2026, 9:23 AM • The Motley Fool

Should You Buy DigitalOcean Stock After Its 12-Month Gain of 360%? An Upcoming Event on Aug. 4 Might Hold the Answer.

DigitalOcean has experienced explosive growth driven by AI demand, with its stock surging 360% over 12 months. The company is building AI data centers and reported a tenfold increase in remaining performance obligations to $800 million. While trading at a premium valuation (P/S ratio of 15.4), its forward P/S ratio of 8.1 based on 2027 guidance suggests potential value. The Aug. 4 earnings report could be pivotal, with management expected to raise 2027 revenue growth guidance above the previously stated 50%.

07/23/2026, 3:22 AM • The Motley Fool

Michael Burry Is Short the iShares Semiconductor ETF. The Fund Has Still Gained 73% in 2026.

Michael Burry, famous for predicting the 2008 financial crisis, has taken a short position against the iShares Semiconductor ETF (SOXX) and several of its major holdings including Nvidia and Micron Technology. Despite Burry's bearish stance and a recent 18.4% monthly decline, the ETF remains up 74% year-to-date. Burry cites valuation concerns and cyclical risks in memory chips, while critics argue his analysis doesn't account for AI's transformative role in the current semiconductor cycle.

07/22/2026, 3:21 PM • The Motley Fool

Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader

As AI infrastructure shifts from training large language models to inference and agentic AI workloads, AMD is positioned to outperform Nvidia. AMD's chiplet design with greater memory capacity, MEXT acquisition for memory optimization, and leadership in high-performance data center CPUs position it well for the growing demand in inference and agentic AI applications where CPU-to-GPU ratios will increase significantly.

07/22/2026, 2:25 PM • The Motley Fool

Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News

AMD has secured Microsoft as a major customer for its Helios rack-scale server platform, with deployment beginning in the second half of 2026. This partnership, following Meta's earlier adoption, positions AMD to capture significant share in the rapidly growing AI server market expected to reach $838 billion by 2030. The news could drive stronger-than-expected Q2 earnings results on Aug. 4.

07/22/2026, 10:33 AM • The Motley Fool

Why AMD Stock Jumped Today

AMD stock surged 7.91% after expanding its partnership with Microsoft to deploy Helios rack-scale systems on Azure cloud computing for AI inference workloads. The integrated system combines AMD's Instinct GPUs, Venice CPUs, and networking solutions to reduce AI application costs. Despite Nvidia's dominance with over 90% market share in data center AI chips, AMD's cost-efficient approach could help it gain market share in the rapidly expanding AI market.

07/21/2026, 11:05 PM • The Motley Fool