The Nasdaq Plunges 5%. What the Data Center Crash Means for Investors

The Nasdaq dropped 5.5% following midterm election results, as investors feared political backlash against data center construction, particularly in Texas where the governor-elect proposed a temporary moratorium. Semiconductor stocks collapsed, with the VanEck Semiconductor ETF losing 11.2%. However, analysts argue this reaction is likely an overreaction, as AI demand remains strong and any slowdown would likely shift construction abroad rather than eliminate growth.

11/05/2026, 10:00 PM • The Motley Fool

Better Foundry Stock: Taiwan Semiconductor vs. Intel

TSMC is identified as the superior foundry stock compared to Intel, holding a near-monopoly on advanced chip manufacturing with superior technological expertise, scale, and profitability. Intel's foundry business struggles with customer trust issues, lower yields, and unprofitable operations despite massive capital expenditures, while facing continued market share losses in server CPUs. TSMC trades at a more attractive valuation (17x forward P/E vs. Intel's 32x) and is recommended as the clear choice for foundry stock investment.

11/05/2026, 5:15 AM • The Motley Fool

STM32 Summit 2026: STMicroelectronics announces its unified MCU platform, addressing technology convergence across industrial, automotive and physical AI applications

STMicroelectronics announced a unified STM32 microcontroller platform spanning industrial, automotive, and robotics applications. The new STM32A family extends the platform into high-safety and automotive systems, enabling developers to reuse architectures, software, and tools across domains while supporting physical AI applications. The first three STM32A microcontrollers are sampling to customers with broader availability planned for 2027.

11/04/2026, 1:00 AM • GlobeNewswire

Is Amazon Stock a Buy as Cloud Revenue Continues to Surge?

Amazon reported strong Q3 results with AWS cloud revenue surging 39% to $46 billion, its fastest growth in nearly five years. The company is investing heavily in AI infrastructure and custom chips, with AWS projected to grow 40% in 2027-2028 and potentially reach $1 trillion in revenue within 5-10 years. E-commerce operations showed impressive operating leverage with North American operating income jumping 80%. Despite strong fundamentals, Amazon stock has underperformed this year, trading at a forward P/E of 23x, which the analyst views as a buying opportunity.

11/02/2026, 3:30 PM • The Motley Fool

Why Arm Holdings Stock Plummeted by Nearly 10% Today

Arm Holdings stock fell nearly 10% on Friday following Intel's weak fourth-quarter guidance, which spooked the semiconductor sector. Intel reported strong Q3 results but projected significant sequential declines in revenue, gross margin, and earnings, triggering a broad chip stock sell-off. While Arm's asset-light business model may provide some insulation compared to manufacturers like Intel, the company remains vulnerable to PC shipment contractions and rising component costs.

10/30/2026, 7:24 PM • The Motley Fool

Intel: 3 Key Takeaways for Long-Term Investors

Intel reported Q3 2026 revenue of $16.5 billion driven by strong Data Center and AI division growth. Management projects server CPU market could expand fivefold to $200 billion over five years due to AI infrastructure demand. However, near-term headwinds persist as PC unit volumes are expected to decline 12% in 2026 due to memory shortages and limited IT budgets. Manufacturing yield improvements have reduced production costs, with Intel 18A costs declining 40% since Q1.

10/30/2026, 11:47 AM • The Motley Fool

Arm vs. Western Digital: Which Tech Stock Is the Better Buy in November?

The article compares Arm Holdings and Western Digital as AI-driven investment opportunities. Arm operates a high-margin licensing model for chip architecture with 25% revenue growth and expanding data center opportunities, trading at a premium valuation. Western Digital manufactures storage solutions with strong 43% revenue growth driven by cloud demand but faces higher risks from customer concentration and commodity pricing pressures. The author recommends Arm for long-term holding due to its consistent business model and licensing fee structure.

10/27/2026, 10:35 AM • The Motley Fool

Elon Musk and SpaceX Just Delivered Incredible News to Nvidia That Could Help the Stock Double in the Next Year

SpaceX announced plans to aggressively expand AI infrastructure spending, targeting 10-20 gigawatts of additional computing capacity in 2027 using Nvidia's Vera Rubin chips exclusively. This could generate $400-800 billion in revenue for Nvidia, potentially increasing its fiscal 2028 revenue to $850 billion and doubling the stock price to $415-580.

10/26/2026, 3:15 AM • The Motley Fool

Not Intel. Not AMD. This Is the CPU Stock I'd Buy for the AI Agent Era.

As agentic AI demand surges with an expected 40% CAGR through 2033, server CPU demand is accelerating. While Intel and AMD have benefited significantly from this trend, Arm Holdings is positioned to dominate the market long-term due to its superior energy efficiency (30-60% better than x86), growing market share (from 5% in 2020 to 20% currently), and expected 90% dominance in custom server CPUs by 2029. Arm's licensing model and new server CPU business targeting agentic AI workloads present significant growth opportunities.

10/22/2026, 9:06 AM • The Motley Fool

$4,000 in These 4 Non-Nvidia Chip Stocks Could Be Worth This Much by 2030

An investment portfolio of $4,000 split evenly among Broadcom, Marvell, AMD, and Arm Holdings could potentially grow to over $10,000 by 2030, representing a 150% return. The thesis is based on growth in custom AI chips for hyperscalers, increased demand for data center CPUs driven by AI agents, and AMD's GPU opportunities in AI inference.

10/21/2026, 3:45 PM • The Motley Fool

AGI Is Almost Ready. Is Your Portfolio?

As tech leaders debate whether artificial general intelligence (AGI) has arrived, major companies are spending record amounts on AI infrastructure. The article examines different CEOs' timelines for AGI and identifies three stocks best positioned to profit from the massive AI spending regardless of when AGI actually arrives: Nvidia, Broadcom, and Alphabet.

10/20/2026, 11:56 AM • The Motley Fool

Not AMD. Not Broadcom. This is the Chip Designer Nvidia Investors Should Be Watching

Arm Holdings is a critical chip designer that Nvidia investors should monitor closely. Unlike AMD and Broadcom, Arm doesn't compete with Nvidia but rather supplies the architecture that powers Nvidia's Vera CPUs. Arm's licensing model generates predictable revenue streams, with royalties comprising 55% of Q1 FY2027 revenue of $1.3 billion. The company has captured over 50% of the hyperscaler market and continues strong growth, though its valuation at 150x forward earnings is steep compared to peers.

10/16/2026, 4:44 AM • The Motley Fool

Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares two semiconductor companies: Arm, which licenses chip architecture used in billions of devices globally with strong profitability and low risk, and Credo Technology Group, which provides high-speed interconnects for AI data centers with explosive 205% revenue growth but higher customer concentration risk. The author recommends Credo for its superior growth trajectory despite Arm's defensible business model.

10/15/2026, 5:10 PM • The Motley Fool

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

AMD and Arm represent two distinct semiconductor business models: AMD designs and sells high-performance chips with 34% revenue growth, while Arm licenses chip architectures with 23% growth. Despite AMD's faster growth and lower valuation multiples, the author favors Arm due to its exceptional 93.88% gross margins, dominant smartphone market presence, and potential for long-term value despite higher stock valuations.

10/15/2026, 8:23 AM • The Motley Fool

Global Microprocessor Market Size, Share, Growth Trends, and Forecast 2026-2035 | AI, High-Performance Computing, Automotive, and IoT Drive 8.7% CAGR Toward USD 191 Billion

The global microprocessor market is projected to grow from USD 85.4 billion in 2025 to USD 191 billion by 2035, expanding at an 8.7% CAGR. Growth is driven by rising demand for AI, high-performance computing, automotive electronics, IoT, and industrial automation. ARM architecture processors and mobile/laptop segments are key growth areas, with North America accounting for 22.9% of the market. Leading companies are investing in AI-optimized designs, energy-efficient chips, and strategic partnerships to strengthen their positions.

10/15/2026, 4:55 AM • GlobeNewswire