The Next Big AI Inference Winner Could Be Worth 2 Times Your Investment

Micron Technology is positioned as a major beneficiary of the AI inference boom, with its stock potentially doubling due to surging demand for high-bandwidth memory (HBM). Trading at a low forward P/E ratio of 6.5x, the company benefits from supply constraints expected to persist until 2030 or beyond, with HBM prices potentially doubling next year. Long-term supply agreements covering 40% of revenue provide visibility for sustained earnings growth.

07/16/2026, 7:32 AM • The Motley Fool

TSMC Crushed Earnings - So Why Are Chip Stocks Falling?

TSMC delivered record Q2 earnings with strong revenue, margins, and Q3 guidance, yet chip stocks fell sharply. The market is shifting focus from celebrating AI demand to questioning how long chip scarcity will last, whether new capacity investments will generate adequate returns, and if hyperscalers can monetize infrastructure fast enough to justify current valuations.

07/16/2026, 7:17 AM • Investing

Nvidia Is Finally Cheap: Here’s How to Buy It and Get a 7.4% Dividend

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have been unfairly sold off despite strong underlying demand and reasonable valuations. The author recommends the BlackRock Technology and Private Equity Term Trust (BTX), a closed-end fund yielding 7.4% that holds these undervalued semiconductor stocks and is trading at a 13.7% discount to NAV that is narrowing, presenting an attractive opportunity for dividend income and capital appreciation.

07/16/2026, 6:39 AM • Investing

Nvidia Is Finally Cheap: Here’s How to Buy It and Get a 7.4% Dividend

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have become undervalued despite strong AI demand. It recommends the BlackRock Technology and Private Equity Term Trust (BTX) as a way to gain exposure to these cheaper semiconductor stocks while collecting a 7.4% dividend yield. The recent semiconductor selloff is characterized as an overreaction driven by profit-taking rather than weakening fundamentals.

07/16/2026, 5:23 AM • Investing

Today’s AI Trade: Why Great Fundamentals Aren’t Moving Stocks Right Now

Despite strong AI infrastructure fundamentals, semiconductor stocks have underperformed over the past three weeks due to crowding dynamics. A BofA survey shows 82% of fund managers view 'long global semiconductors' as the most crowded trade, creating selling pressure unrelated to business performance. The article suggests crowding-driven corrections resolve through position normalization and fundamental catalysts like hyperscaler earnings, which could bring new money back into the sector.

07/16/2026, 2:39 AM • Investing

Dominating AI Earnings and Moderating Inflation Create a Strong Market Omen

Taiwan Semiconductor Manufacturing (TSM) reported record June sales of $13.99 billion, up 67.9%, signaling strong momentum for AI and data center stocks heading into earnings season. Meanwhile, wholesale inflation is moderating with the Producer Price Index declining 0.3% in June and the Consumer Price Index posting its first decline since 2020, reducing expectations for further Fed rate hikes.

07/15/2026, 2:14 PM • Investing

Nasdaq Forecast: NDX Extends Gains After Cooler PPI

U.S. stocks extended gains following cooler-than-expected producer price inflation data, with PPI falling 0.3% monthly and 5.5% year-over-year. The Nasdaq futures rose 0.68% as markets scaled back Fed rate hike expectations. However, rising oil prices due to U.S.-Iran tensions pose inflation risks. Key movers included ASML gaining 3% on strong earnings, IBM tumbling 25% on profit warnings, Morgan Stanley up 1.5% on record results, and BlackRock rising 4% on better-than-expected earnings.

07/15/2026, 9:35 AM • Investing

AI Chip Spending Is Projected to Hit $1.6 Trillion by 2030. Here Are the Stocks Positioned to Capture Much of It.

McKinsey projects semiconductor spending will reach $1.6 trillion by 2030, driven by AI demand. The article highlights three companies positioned to benefit: Nvidia dominates AI accelerators with strong growth despite high valuation; ASML is the sole EUV lithography equipment manufacturer essential to chip production; and SK Hynix leads the high-bandwidth memory market with a partnership deal with Nvidia.

07/15/2026, 6:24 AM • The Motley Fool

High NA EUV reaches new readiness milestone with first high-volume Logic product

Intel Foundry has begun high-volume manufacturing of Intel Core Ultra Series 3 processors (Panther Lake) using ASML's High NA EUV lithography technology on the Intel 18A process node. This marks the first commercial production of logic chips using High NA EUV, with specific layers now dual-qualified in Oregon and product shipping to customers at yields matching the NXE platform. The milestone demonstrates the technology's readiness for broader adoption in advanced semiconductor manufacturing.

07/15/2026, 1:01 AM • GlobeNewswire

ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026

ASML reported Q2 2026 total net sales of €9.3 billion with a 54.0% gross margin, exceeding guidance driven by strong Installed Base Management sales. The company raised its full-year 2026 outlook to €43-45 billion in total net sales with 54-56% gross margin. ASML plans to increase low NA EUV capacity by 30% in 2027 and DUV immersion capacity by 30% in 2027, citing strong AI-driven demand for advanced chips and robust customer capacity expansion plans.

07/15/2026, 1:00 AM • GlobeNewswire

Major US Banks, ASML, and TSMC: EX DeFi Focuses on Earnings Season, AI Boom Faces Key Investment Test

As Q2 earnings season begins, major US banks and AI industry leaders like ASML and TSMC are under investor scrutiny. While banks are expected to benefit from higher interest rates and capital market recovery, high valuations in the semiconductor and AI sectors raise questions about whether future performance can meet market expectations. The earnings reports will be crucial indicators of the AI boom's sustainability and will influence global capital markets and digital asset markets.

07/14/2026, 1:28 PM • GlobeNewswire

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

Global semiconductor stocks experienced a sharp sell-off triggered by South Korean margin liquidations rather than fundamental deterioration. The KOSPI index dropped 8%, forcing leveraged retail investors to liquidate positions, which cascaded into U.S. tech stocks through ETF redemptions. However, underlying AI infrastructure demand remains intact, presenting potential buying opportunities for patient investors in dominant semiconductor suppliers.

07/08/2026, 1:22 PM • Investing

SK Hynix's $28 Billion Nasdaq Listing Would Be the Second-Biggest Share Sale Ever. Here's What Investors Should Know.

SK Hynix, the world's leading maker of high-bandwidth memory for AI data centers, launched a $28 billion U.S. listing on Nasdaq—the second-largest share sale in history. The South Korean chipmaker will use proceeds to build factories and purchase advanced equipment. Major investors have already indicated interest in $7 billion of the offering. However, the analyst cautions that with the stock up over 200% this year and memory being cyclical, much good news is already priced in.

07/08/2026, 12:07 PM • The Motley Fool

Should You Buy ASML Holding Stock Before July 15?

ASML, the sole manufacturer of extreme ultraviolet lithography (EUV) machines for advanced chipmaking, is positioned for strong Q2 results and potential guidance upgrades due to surging demand for AI chips. The stock has gained 50% in 2026, and with advanced chip node demand projected to grow 16% annually through 2034, analysts remain bullish on long-term earnings despite the stock trading at 48x forward earnings.

07/08/2026, 9:29 AM • The Motley Fool

Why ASML Stock Dropped Today

ASML stock fell 4.6% despite receiving price target hikes from Morgan Stanley and Bernstein SocGen analysts who cited strong AI-driven semiconductor demand. The sell-off was driven by investor concerns over Samsung's plans to build more factories, which could lead to memory chip overproduction. However, the article argues this is a mistake, as increased factory production should benefit ASML by driving demand for its semiconductor manufacturing equipment.

07/07/2026, 3:16 PM • The Motley Fool