What Is the Stock Market? It's Not a Casino. Here's How I Filter Winners From Losers.

The author argues that long-term stock investing differs fundamentally from casino-like short-term trading. He focuses on companies with high revenue growth and rising profit margins, particularly in the tech sector. He emphasizes that lower market cap companies with strong fundamentals can deliver outsized returns compared to mega-cap stocks, using Silicon Motion Technology and Nvidia as contrasting examples.

10/03/2026, 5:30 AM • The Motley Fool

Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom)

Taiwan Semiconductor Manufacturing (TSMC) is positioned to outperform major chip competitors in 2027 due to its pricing power as the dominant foundry player. With customers like Nvidia and AMD raising prices to accommodate TSMC's 10% chipmaking fee increases, combined with strong earnings growth potential and a discounted valuation of 21x forward earnings, TSMC could see its stock jump to $711 by end of 2027, representing 56% upside.

10/03/2026, 5:20 AM • The Motley Fool

Intel Was Worth About 28 Times as Much as AMD 10 Years Ago. Now AMD Is Worth About 60% More.

AMD's market value has surpassed Intel's by 60% as of 2026, a dramatic reversal from 2016 when Intel was worth 28 times more. AMD captured significant market share in server processors (34.5% vs 3.2% in 2018) by leveraging Taiwan Semiconductor's advanced manufacturing, while Intel struggled with its own foundry operations. Intel's turnaround depends on winning back external foundry customers, but currently only 5% of foundry revenue comes from outside clients, suggesting the turnaround remains incomplete despite recent operational improvements.

10/03/2026, 5:12 AM • The Motley Fool

Why AMD Stock Jumped 30% in September

AMD stock surged 30% in September driven by strong CPU demand following Meta's launch of its Muse AI agent, which became the most downloaded app within a month. AMD also announced an $8.2 billion acquisition of World Labs to strengthen its AI hardware and software capabilities. Wall Street analysts upgraded the stock citing increased AI compute demand and CPU market expansion.

10/02/2026, 8:30 PM • The Motley Fool

Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle.

AMD and Broadcom are positioned to lead the next wave of AI infrastructure development. AMD is targeting inference, agentic AI, and physical AI markets through strategic partnerships and acquisitions, while also dominating the data center CPU market. Broadcom leads in custom ASIC chip design and data center networking, with management forecasting its custom chip business revenue will double to $115 billion next fiscal year and double again to $230 billion the following year.

10/02/2026, 12:43 PM • The Motley Fool

This ETF Has Quietly Become One of the Best Ways to Invest in Artificial Intelligence

The article argues that the Global X Artificial Intelligence & Technology ETF (AIQ) offers a better approach to AI investing than concentrated semiconductor-focused ETFs. With $1 trillion in expected AI spending by 2026, the author recommends broad exposure to the AI theme across multiple segments including software, cloud computing, and hardware rather than betting on individual winners.

10/02/2026, 7:30 AM • The Motley Fool

The Semiconductor ETF's 2026 Return Is About 3 Times Nvidia's

The VanEck Semiconductor ETF (SMH) returned approximately 69% in 2026, significantly outperforming its largest holding Nvidia, which gained only 23%. The outperformance was driven by smaller positions like Micron (up 276%), Intel (up 223%), and AMD (up 181%), which together accounted for about half the fund's gains despite representing only 14% of assets. The fund's 20% position cap on any single stock and exposure to the broader semiconductor industry, including cyclical memory chip makers, enabled it to beat Nvidia's returns.

10/01/2026, 8:26 PM • The Motley Fool

Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

10/01/2026, 3:08 PM • The Motley Fool

Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.

10/01/2026, 10:31 AM • The Motley Fool

3 Top AI Stocks for October

The article recommends Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as better investment choices in October compared to AMD and Intel. While AMD and Intel have had strong runs in 2026, their valuations have already priced in expected growth. Nvidia and Broadcom are growing faster despite larger sizes, while TSMC is positioned to outperform Intel due to superior valuation metrics and industry leadership.

10/01/2026, 10:15 AM • The Motley Fool

The S&P 500 Is Near an All-Time High but Trading at Its Lowest Valuation in a Year. Nvidia, Alphabet, and Amazon Help Explain Why.

Despite the S&P 500 reaching near all-time highs with 13.1% year-to-date gains, the index trades at its lowest valuation in a year with a forward P/E of 19.4. Major growth stocks like Nvidia, Alphabet, and Amazon have become cheaper based on forward earnings ratios because their earnings growth is outpacing stock price increases. These companies are investing heavily in AI infrastructure, which could lead to significant margin expansion once their capital investments begin generating returns.

10/01/2026, 6:07 AM • The Motley Fool

Stock Market Today, Sept. 30: Nvidia Authorizes $150B Buyback, Lifting Total to $235B

Nvidia announced an additional $150 billion share repurchase authorization, bringing its total buyback program to $235 billion through 2028. The company closed up 0.52% at $228.38, supported by positive developments including an AI safety accord and expansion into quantum computing. With 106% year-over-year revenue growth and a forward P/E ratio of 25, Nvidia continues to solidify its position as a leading AI company.

09/30/2026, 5:20 PM • The Motley Fool

Meet the Low-Cost Vanguard ETF With 51.8% Invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon While VOO Has Just 30%

The Vanguard Morningstar Mega Cap Growth ETF (MGK) offers concentrated exposure to mega-cap growth stocks, with 51.8% invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon compared to 30% for the S&P 500 ETF (VOO). While MGK has a slightly higher expense ratio (0.05% vs 0.03%), it provides amplified exposure to AI-driven growth opportunities. However, this concentration carries risks if mega-cap growth stocks underperform, though the article argues these companies are well-positioned to capitalize on AI investments at scale.

09/30/2026, 7:30 AM • The Motley Fool

KAYTUS KR2166V3 accélère le traitement des données pour l’IA et le HPC à l’échelle du pétaoctet

KAYTUS unveiled the KR2166V3, a 2U storage server featuring single-socket AMD EPYC 9005 architecture with over 700 TB raw capacity. Compared to dual-socket systems, it delivers 12% higher MapReduce performance, 45% lower power consumption, and 19% lower total cost of ownership, addressing enterprise needs for petabyte-scale data preprocessing and analysis.

09/29/2026, 10:04 PM • GlobeNewswire

KAYTUS KR2166V3 beschleunigt die AIHPC-Datenverarbeitung im Petabyte-Maßstab

KAYTUS unveiled the KR2166V3, a 2U storage server featuring over 700 TB raw capacity with a single AMD EPYC 9005 socket architecture. Compared to dual-socket systems, it delivers 12% higher MapReduce performance, 45% lower power consumption, and 19% reduced total cost of ownership, addressing enterprise needs for petabyte-scale data preprocessing in AI and HPC environments.

09/29/2026, 10:04 PM • GlobeNewswire