AMD Stock Investors Just Got Fantastic News From Nvidia's CEO Jensen Huang

AMD is well-positioned to capitalize on the emerging agentic AI market, according to comments from Nvidia CEO Jensen Huang. With strong Q1 results (38% YoY revenue growth) and growing CPU market share, AMD stands to benefit from the shift from AI training to inference. Nvidia estimates the CPU market opportunity at $200 billion, large enough for multiple winners including AMD despite competition.

05/26/2026, 6:15 AM • The Motley Fool

7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%

Seven Russell 2000 small-cap stocks more than doubled in May 2026, significantly outperforming Micron Technology's 46% gain. The rallies were driven by specific catalysts including strong earnings reports, guidance raises, strategic partnerships, and defense contracts. Hyliion Holdings led with a 213.6% gain, followed by Agilon Health at 209.1%, with each company benefiting from positive business developments and analyst upgrades.

05/25/2026, 2:16 PM • Benzinga

Gain Exposure to Innovative AI Chipmaker Cerebras With Less Risk Through These ETFs

Cerebras, an AI chipmaker, debuted on public markets on May 14, 2026, with shares soaring from an IPO price of $185 to $311.07 on the first day. Due to expected volatility, investors can gain exposure to Cerebras through ETFs like Ark Innovation ETF (ARKK) and Ark Next Generation Internet ETF (ARKW), which offer lower-risk diversified exposure to the company alongside other AI and semiconductor stocks.

05/25/2026, 10:30 AM • The Motley Fool

The Best Stocks to Buy Right Now: Nvidia vs. AMD vs. Broadcom

As the AI infrastructure market shifts from training to inference and agentic AI, Nvidia maintains its dominance in training with its CUDA platform while expanding into new areas. AMD is positioned as a strong alternative in inference with better memory capabilities and CPU opportunities. Broadcom benefits from hyperscalers developing custom chips and sees significant growth potential in ASIC revenue. The analyst recommends all three as buys, with AMD as the top pick due to its two enormous early-stage market opportunities.

05/24/2026, 5:30 PM • The Motley Fool

2 Stocks With Monster Potential to Hold Through the Next Decade of Uncertainty

Alphabet and Taiwan Semiconductor Manufacturing (TSMC) are positioned as top long-term AI investment opportunities. Alphabet benefits from its custom chip design (TPUs), dominant distribution through Chrome and Android, and monetization advantages via its ad network. TSMC, as the primary manufacturer of advanced logic chips for all major chip designers, is positioned to win regardless of which AI chip technology prevails.

05/23/2026, 9:30 PM • The Motley Fool

Could AMD Become a Trillion-Dollar Stock This Year?

AMD stock has quadrupled over the past three years and now has a market capitalization exceeding $650 billion. The article discusses the potential for AMD to reach trillion-dollar valuation status in the near term, highlighting the company's strong performance and growth trajectory.

05/23/2026, 7:32 AM • The Motley Fool

Meet the Biggest Threat to Intel's Stunning Stock Market Rally

AMD is gaining significant market share in the lucrative server CPU market, with Intel's share falling to 66.8% in Q1 2026 from 72.8% a year ago. AMD's server CPU revenue grew 57% year-over-year, while Intel's data center segment grew only 22%. Despite Intel's 222% stock rally in 2026, its expensive valuation of 904x trailing earnings means it must arrest market-share losses to justify current prices.

05/22/2026, 6:23 PM • The Motley Fool

Meta's $125 Billion AI Bet Might Be The Capex Trap Of The Decade

Meta has doubled its capital expenditure guidance to $125-145 billion for 2026 to fund AI infrastructure, but investors remain skeptical about the company's ability to monetize these investments. While Meta's core advertising business shows strong fundamentals with 33% revenue growth and 82% gross margins, the massive spending on chips and data centers amid simultaneous workforce cuts raises concerns about ROI. The company faces a 'chipflation' crisis with DRAM prices skyrocketing 17-fold, forcing Meta to diversify its hardware suppliers across Nvidia, AMD, Broadcom, and others.

05/22/2026, 3:56 PM • Benzinga

EXCLUSIVE | Webull CEO: Retail AI Trade Moves Beyond Stocks Like AMD, Micron, Nvidia

Webull CEO Anthony Denier reports that retail investors are broadening their AI exposure beyond major chip stocks like Nvidia, AMD, and Micron into the wider AI infrastructure supply chain. Retail participation in AI-related stocks has grown from 3% to 9% of users over two years, with investors taking a more research-driven, diversified approach across semiconductor equipment, data centers, networking, and cooling infrastructure rather than chasing momentum in a narrow group of stocks.

05/22/2026, 2:52 PM • Benzinga

Nvidia Powers 52% Of Sovereign AI Projects — So Who's Really Sovereign?

A Center for a New American Security report reveals that Nvidia supplies GPUs for 52% of all tracked sovereign AI infrastructure projects worldwide. While governments pursue AI sovereignty to reduce foreign dependence, the research shows that most sovereign AI initiatives still rely heavily on U.S. technology companies, particularly Nvidia, across the compute stack. This creates a paradox where technological independence efforts remain dependent on American suppliers.

05/22/2026, 1:16 PM • Benzinga

Why Arm Stock Was Gaining Again Today

Arm Holdings stock gained for the second consecutive day following Nvidia's announcement of a $200 billion addressable CPU market and $20 billion revenue forecast for its Vera CPU, which is licensed from Arm. As a pure-play CPU stock that collects royalties and is launching its own AGI CPU, Arm stands to benefit significantly from the growing CPU market momentum.

05/22/2026, 1:01 PM • The Motley Fool

Dow Jones Hits Record Highs, DELL Jumps 15%: Stock Market Today

U.S. stocks reached record highs on Friday with the Dow Jones Industrial Average surpassing 50,610, driven by a powerful AI-led rally in semiconductor and PC stocks. Dell Technologies surged 15% to a record high following Morgan Stanley's price target increase citing a $43 billion AI server backlog. The S&P 500 and Nasdaq 100 are on track for their eighth consecutive weekly gain, though consumer sentiment hit a record low amid rising inflation expectations and geopolitical tensions affecting oil prices.

05/22/2026, 11:27 AM • Benzinga

Forget the AI Hype. This Boring Tech Stock Is Quietly Compounding at 17% a Year.

Photronics, a photomask manufacturer for semiconductors and displays, has delivered a 17.2% compound annual growth rate over the past decade, outperforming the S&P 500's 13.7%. The company benefits from structural supply chain changes including geopolitical diversification, fab outsourcing trends, and U.S. manufacturing expansion via the CHIPS Act, none of which depend on AI adoption. Trading at 20x trailing earnings versus 40x+ for AI darlings, Photronics offers reasonable valuation with proven long-term performance.

05/22/2026, 11:21 AM • The Motley Fool

After a Q1 Blowout and a Soaring Share Price, Is AMD Stock Still a Buy?

AMD's stock has more than doubled year-to-date following strong Q1 earnings with 38% revenue growth and a 57% surge in data center revenue. While the company shows impressive fundamentals with record free cash flow and major customer wins from Meta and OpenAI, the stock's valuation at 150x trailing earnings and 59x forward earnings leaves little room for error. The article suggests AMD could still be a buy for believers in continued AI infrastructure spending, but recommends keeping new positions modest given the sharp rally and pullback risks.

05/22/2026, 10:07 AM • The Motley Fool

Intel Joins Race To Buy AI Startup Tenstorrent: Report

Intel is reportedly exploring a strategic acquisition of AI chip startup Tenstorrent, which could be valued at over $5 billion. Qualcomm is also in discussions for the company. Intel stock rose 0.92% on Friday as chip stocks benefited from broader market momentum, with the stock trading near recent highs and maintaining its 12-month uptrend.

05/22/2026, 10:03 AM • Benzinga