Intel vs. SK Hynix: Which Technology Stock Is a Better Buy?

SK Hynix is recommended as the better investment choice over Intel for the near term. SK Hynix benefits from surging AI memory demand with record revenue growth of 46.8% and a 44.2% net margin, while Intel faces execution risks in its foundry transition, weaker PC demand, and missed guidance expectations. SK Hynix trades at a significantly lower valuation multiple (3x forward P/E vs. Intel's 33.3x).

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

ASML reports transactions under its current share buyback program

ASML Holding N.V. reported share buyback transactions conducted between November 2-6, 2026, repurchasing a total of 422,800 shares at weighted average prices ranging from €1,258.16 to €1,417.24 per share, totaling approximately €562.8 million. The buyback program was announced on January 28, 2026.

11/09/2026, 8:00 AM • GlobeNewswire

Why ASML Holdings Fell in October

ASML Holdings fell 11.5% in October despite reporting strong Q3 earnings with 55.2% revenue growth and raising 2028 capacity expansion plans. The decline was driven by broader AI stock sell-off fears over sustainability of AI growth cycles, overshadowing the company's solid results and positive guidance.

11/08/2026, 4:10 PM • The Motley Fool

AI Stocks Crashed by Blue Wave: What Comes Next?

AI stocks experienced a significant sell-off this week following post-election concerns about the AI infrastructure buildout. The article discusses implications for major semiconductor and security companies, with experts analyzing what may happen next in the AI sector.

11/08/2026, 10:35 AM • The Motley Fool

ASML vs. Marvell Technology: Which Artificial Intelligence Stock Is a Better Buy Going into 2027?

The article compares ASML and Marvell Technology as AI investment opportunities. ASML holds a monopoly on EUV lithography machines essential for advanced chip manufacturing, with strong financials (36.7B revenue, 29.4% net margin). Marvell specializes in AI data infrastructure with impressive 42% YoY growth and ambitious $70-90B revenue targets by 2031. Despite ASML's lower valuation metrics, the author recommends Marvell due to its higher growth trajectory and strategic acquisition of Lumentum to enhance optical connectivity capabilities.

11/04/2026, 9:33 PM • The Motley Fool

Did IBM Just Tell the Truth About AI?

Lam Research reported strong quarterly results with 22% revenue growth and record services revenue, but stock fell 9% amid cyclicality concerns. IBM beat expectations with 5% revenue growth and strong cash flow, but CEO comments suggest enterprise customers are increasingly focused on AI ROI, indicating potential slowdown in spending. Geopolitical tensions affecting helium and fertilizer supplies add economic headwinds. Analysts debate whether semiconductor oversupply could benefit enterprise AI consulting.

11/04/2026, 7:26 PM • The Motley Fool

Better AI Semiconductor Monopoly Stock: Taiwan Semiconductor vs. ASML

ASML and TSMC dominate their respective semiconductor niches and are well-positioned to benefit from the booming AI chip demand. ASML, the sole manufacturer of advanced EUV lithography machines, is experiencing faster growth with 55% revenue increase and 133% net income growth. TSMC, the world's largest foundry with 73% market share, is growing at a solid 41% revenue pace. Both stocks are recommended, though ASML offers higher growth while TSMC provides a better value-growth mix.

11/04/2026, 9:55 AM • The Motley Fool

ASML reports transactions under its current share buyback program

ASML Holding N.V. reported share buyback transactions conducted between October 26-30, 2026, under its current buyback program announced on January 28, 2026. The company repurchased approximately 346,200 shares across five trading days at weighted average prices ranging from €1,424.96 to €1,493.54 per share, totaling approximately €504 million in repurchased value.

11/02/2026, 8:00 AM • GlobeNewswire

SK Hynix Shares Surge. Why It's Not Too Late to Buy the Stock.

SK Hynix delivered record Q3 results with revenue surging 328% year-over-year and operating margins expanding to 80%, driven by soaring memory prices. With HBM and DRAM volumes sold out through 2029, a forward P/E of 4.5x, and 50% market share in HBM serving as Nvidia's lead supplier, the stock is positioned as a buy despite recent gains. The company announced a $14.9 billion buyback and $10.4 billion dividend, with plans to return 50% of cumulative free cash flow to shareholders through 2027.

11/01/2026, 6:15 AM • The Motley Fool

Breakfast News: One Stock Outside the U.S. We Like

The Motley Fool analysts highlight three international stocks outside U.S. exchanges: Lasertec (Japan), a dominant EUV mask inspection monopoly with strong order recovery; Aritzia (Canada), a high-growth women's apparel retailer expanding aggressively in the U.S.; and IPD Group (Australia), an electrical products distributor benefiting from data center and electrification trends. All three are positioned for significant growth over the next five years.

10/31/2026, 7:30 AM • The Motley Fool

SPDW vs VWO: Two International ETFs Face Off, but One Offers a Better Mix of Income and Growth for Long-Term Investors

The article compares two international ETFs: State Street's SPDW (developed markets) and Vanguard's VWO (emerging markets). SPDW offers lower fees (0.03% vs 0.06%), higher dividend yield (3.04% vs 2.26%), and more stability, while VWO provides greater growth potential through technology exposure and emerging market exposure. The author recommends VWO for long-term investors despite higher volatility, citing stronger AI infrastructure and faster economic growth prospects in emerging markets.

10/30/2026, 5:15 PM • The Motley Fool

ASML vs. Nvidia: Who Really Captures the AI Chip Boom?

While Nvidia generates nearly 10 times ASML's revenue and maintains higher profit margins (74% vs 49%), ASML holds a critical monopoly as the sole supplier of EUV lithography machines essential for advanced chip manufacturing. The article suggests ASML may be the safer AI investment due to its irreplaceable position in the supply chain, though Nvidia's faster growth offers greater long-term upside potential.

10/29/2026, 10:23 PM • The Motley Fool

Not Nvidia. Not AMD. This Is the Best Artificial Intelligence (AI) Stock to Buy in November

Lumentum Holdings is positioned to outperform Nvidia and AMD in November earnings due to severe supply shortages in optical networking components critical for AI data centers. The optical networking market is expected to grow 10x from $15B (2026) to $154B (2028), with Lumentum's EPS potentially jumping 5.5x by fiscal 2029. The stock has pulled back 19% from its 52-week high, offering an attractive entry point at 43x forward earnings.

10/29/2026, 2:15 AM • The Motley Fool

Breakfast News: The Sunday Edition

Nvidia CEO Jensen Huang claims AGI has already arrived. The Motley Fool's Rule Breakers team selected five stocks positioned to benefit in an AGI world: Everpure for data management, Alphabet for its full-stack AI approach, Broadcom for networking and compute infrastructure, and ASML and Taiwan Semiconductor for chip manufacturing capabilities needed to support AGI-driven demand.

10/25/2026, 7:30 AM • The Motley Fool

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years

While Sandisk has outperformed Micron in 2026 with 480% gains versus Micron's 220%, Micron is positioned as the better long-term investment for the next three years. Micron's dual exposure to both DRAM and NAND flash markets, combined with strong HBM demand, higher market share gains, and faster projected earnings growth, gives it an advantage over pure-play NAND flash manufacturer Sandisk. Both companies benefit from persistent memory chip shortages expected through 2029, but Micron's diversified product portfolio and stronger fundamentals make it the preferred choice.

10/24/2026, 9:02 AM • The Motley Fool