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

The article compares Arm Holdings and Credo Technology Group as semiconductor investment options in 2026. Arm provides chip architecture blueprints with a strong royalty-based business model and 93.88% gross margins, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth and 35.4% net margins. The author recommends Credo despite its customer concentration risk, citing its impressive triple-digit growth trajectory and essential role in AI data center infrastructure.

09/11/2026, 2:35 PM • The Motley Fool

Andy Jassy Just Made a Move That Should Excite Micron and Broadcom Investors

Amazon CEO Andy Jassy announced the company will increase capital spending to $220 billion in 2026 to meet surging AI infrastructure demand, with expectations that demand will continue through 2027 and beyond. This expansion benefits suppliers Micron Technology and Broadcom, which provide critical memory and networking components for data centers supporting AI workloads.

09/11/2026, 4:03 AM • The Motley Fool

This AI Chipmaker Looks Like a Bargain With AI Revenue Set to Double Again Next Year

Broadcom, a leading ASIC chip designer, expects its AI semiconductor revenue to double in fiscal 2027 and double again in fiscal 2028. Despite impressive business fundamentals with 48% overall revenue growth and 88% net income growth in Q2 2026, the stock has underperformed the S&P 500, trading at a low 19x forward P/E ratio that doesn't reflect its strong growth prospects.

09/09/2026, 7:15 AM • The Motley Fool

Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?

Broadcom and Marvell are leading players in the custom AI chip market, with Broadcom expected to control 60% market share by 2027 versus Marvell's 20-25%. Broadcom demonstrates significantly faster growth with AI chip revenue projected to reach $230 billion by fiscal 2028 and EPS exceeding $30, compared to Marvell's more modest 45-50% annual growth guidance. Despite Marvell's 163% stock gain in 2026, Broadcom's cheaper valuation combined with superior growth trajectory makes it the more attractive investment opportunity.

09/08/2026, 2:11 PM • The Motley Fool

Cathie Wood Just Went Bargain Hunting. Here Are the 3 AI Stocks She Bought.

Cathie Wood's Ark Invest made significant purchases in three AI chip stocks in late August: Nvidia ($55M), Cerebras Systems ($26M), and Broadcom ($41M). The moves reflect Ark's thesis that AI infrastructure spending will triple to $1.5 trillion by 2030, with Nvidia maintaining market leadership while custom chips gain share. All three stocks are viewed as attractively valued relative to growth prospects.

09/08/2026, 10:32 AM • The Motley Fool

Set a Fair Starting Line, as Favorites Can Falter

The Motley Fool illustrates the importance of equal portfolio weighting by comparing The Trade Desk, which fell from 40-fold returns to under 4-fold after Amazon undercut its pricing, with Arista Networks, which surpassed it with 40-fold returns. The article emphasizes giving every stock a fair starting position and then backing winners while retiring underperformers, rather than loading up on perceived favorites.

09/07/2026, 3:19 PM • The Motley Fool

Business Rules Management System Market to Reach $4.20 Billion by 2035 as AI-Driven Decision Automation Accelerates | Research by SNS Insider

The global Business Rules Management System (BRMS) market is projected to grow from $1.79 billion in 2025 to $4.20 billion by 2035, with a CAGR of 9.52%. Growth is driven by increasing demand for real-time decision-making, regulatory compliance, enterprise automation, and AI/ML integration. North America leads with 37% market share, while Asia Pacific is the fastest-growing region. Large enterprises dominate with 68% market share, and BFSI is the leading end-use sector at 27%.

09/07/2026, 2:30 PM • GlobeNewswire

This Vanguard ETF Is Up 27% This Year: Is It Still a Buy for Long-Term Investors?

The Vanguard Information Technology Index Fund ETF (VGT) has surged 27% year-to-date, significantly outperforming the S&P 500. The fund's strong performance is driven by heavy exposure to chipmakers like Nvidia (17% of assets), Broadcom, Micron, and AMD, which are benefiting from AI infrastructure demand. With a 24.4% annualized return over the past decade and a low 0.09% expense ratio, the fund appears well-positioned for continued growth as the AI industry is projected to grow at 30.6% CAGR through 2033.

09/06/2026, 9:06 PM • The Motley Fool

Nvidia Is Near Its High While Its Biggest Chip Peers Sit 18% to 32% Below Theirs. These Are the Chip Stocks to Buy.

While Nvidia trades near its 52-week high with modest 2.6% discount, its AI chip competitors AMD, Micron, Broadcom, and Marvell trade 18-32% below their highs despite benefiting from the same wave of data center spending. The article argues these deeper discounts present better buying opportunities, particularly for Broadcom and Marvell, which recently raised growth outlooks despite market pessimism.

09/06/2026, 1:14 PM • The Motley Fool

What to Invest in for the Next 5 Years: My Prediction Is Boring, and That's the Point

The author predicts AI stocks will continue to rally over the next 5 years, citing strong growth from chipmakers like Nvidia and Broadcom, as well as hyperscalers investing heavily in AI infrastructure. Broadcom expects AI chip revenue to double to $115B in fiscal 2027 and again to $230B in fiscal 2028, while Nvidia anticipates 70% YoY revenue growth in fiscal 2028. The author also highlights smaller infrastructure companies like Nebius and Iren as potential opportunities in the AI supply chain.

09/06/2026, 12:08 PM • The Motley Fool

Schwab U.S. Dividend Equity vs. Vanguard Dividend Appreciation: Which ETF Looks Better for Your Portfolio?

Schwab U.S. Dividend Equity ETF (SCHD) offers nearly double the dividend yield of Vanguard Dividend Appreciation ETF (VIG) at 3% versus 1.5%, with a value-focused portfolio in healthcare and consumer defensives. VIG emphasizes technology stocks and requires 10-year dividend growth streaks. SCHD showed stronger one-year returns (29.5% vs 17.1%) and lower volatility, making it the analyst's preferred choice for income investors seeking higher yields.

09/05/2026, 8:15 AM • The Motley Fool

$1.3 Trillion in Projected Data Center Spending in 2027 Makes These Stocks No-Brainer Buys

Nvidia disclosed that the big five AI hyperscalers are expected to spend $1.3 trillion in capital expenditures during 2027. The article identifies four semiconductor stocks positioned to benefit most from this massive spending: Nvidia and Broadcom (fabless design firms), and Taiwan Semiconductor and Micron (chip manufacturers). Taiwan Semiconductor is highlighted as the only company with production capacity to meet massive AI demand, while Micron benefits from a memory chip supply crunch expected to last through 2027-2028.

09/04/2026, 10:20 AM • The Motley Fool

Is Marvell Technology a Millionaire-Maker Stock?

Marvell Technology has delivered extraordinary returns (180% this year, 230% over 12 months) driven by its AI infrastructure business, but the article argues it is unlikely to be a millionaire-maker stock from current levels. With 79% of revenue from data centers and strong custom silicon growth targets, Marvell has solid fundamentals. However, high expectations are already priced in, it faces intense competition from Broadcom and others, and customer concentration creates volatility risk. The stock is recommended as a quality satellite position rather than a wealth-building core holding.

09/04/2026, 7:33 AM • The Motley Fool

The S&P 500 Dividend Yield Just Reached Its Lowest Level Ever. Here's What History Says Comes Next.

The S&P 500's dividend yield has fallen to a record low of 1.04%, the lowest in history. This mirrors conditions seen in September 2000 before the dot-com bubble burst. However, the article argues current conditions differ significantly: companies are using capital for AI infrastructure investments with strong demand fundamentals, unlike the speculative fiber buildouts of the 1990s. While dividend yields may remain low in the near term, they're expected to recover as AI investments mature and capital returns normalize.

09/04/2026, 6:36 AM • The Motley Fool

Stock Market Midday, Sept. 3: Stocks Rally as Treasury Yields Fall, Broadcom Falls Despite Earnings Beat

U.S. stock markets rallied on September 3, 2026, as Treasury yields fell and the probability of a September rate hike decreased. Federal Reserve Governor Christopher Waller signaled a preference for holding rates steady unless inflation surprises emerge. The S&P 500, Dow Jones, and Nasdaq all gained over 1%, with industrials and financial services leading. Notable movers included Snowflake surging 20% on strong earnings, while Broadcom declined despite beating expectations. Nvidia gained on news of acquiring AI platform Hugging Face.

09/03/2026, 12:34 PM • The Motley Fool