Investing in Artificial Intelligence (AI) Stocks Can be Risky, but This Might be a Great Way to Do It

AI stocks have delivered strong returns but face rising volatility as investors question the sustainability of AI infrastructure spending. The iShares Future AI and Tech ETF (ARTY) offers diversified exposure to 50 leading AI companies across infrastructure, software, and services. While the ETF has surged 130% since its August 2024 restructure, investors should be cautious about concentration risk and its higher 0.47% expense ratio compared to passive index funds.

10/22/2026, 9:02 AM • The Motley Fool

3 AI Stocks That Could Split in 2027

Following Nvidia and Broadcom's 2024 stock splits, three AI infrastructure stocks trading at high share prices are identified as potential split candidates by 2027: SanDisk (trading near $1,400), GE Vernova (around $900), and Advanced Micro Devices (approximately $540). While stock splits don't change company value, they can improve accessibility. The article cautions investors to focus on business fundamentals and valuations rather than split potential alone.

10/22/2026, 6:33 AM • The Motley Fool

Arista Networks vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?

The article compares Arista Networks and CrowdStrike as investment options in 2026. Arista leads in networking hardware with strong profitability (38% net margin) and zero debt, while CrowdStrike dominates cybersecurity with a subscription model and expects to double revenue to $10 billion by 2030. The author recommends CrowdStrike despite higher valuation multiples, citing growing necessity of cybersecurity in the AI era, though both face competitive pressures.

10/21/2026, 9:37 PM • The Motley Fool

Buying This Stock Right Now Could Be a Once-in-a-Generation Opportunity

Marvell Technology is positioned as a major beneficiary of AI infrastructure growth, with management raising fiscal 2028 revenue guidance to $20 billion and targeting $70-90 billion by fiscal 2031. The company supplies custom AI chips and data center networking technology to major tech companies. Analysts project the stock could potentially triple to $750 by 2031 if the company meets its earnings targets, though competition from Broadcom and potential slowdowns in AI spending present risks.

10/21/2026, 5:53 PM • 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

Arista Networks vs. Datadog: Which Technology Stock Is a Better Buy in 2026?

Comparing two AI infrastructure leaders: Arista Networks, which provides physical networking switches for data centers, and Datadog, which offers cloud monitoring software. Arista shows stronger profitability (39% net margin vs. 3.1%) and lower valuation (44.5x forward P/E vs. 102.7x), while Datadog has higher gross margins (79.48% vs. 63%) and strong revenue growth. The author recommends Arista Networks for its essential role in AI infrastructure scaling, though both companies are solid performers in their respective niches.

10/21/2026, 10:20 AM • The Motley Fool

ASML vs. Dell Technologies: Which Tech Stock Is a Better Buy in 2026?

The article compares ASML and Dell Technologies as AI infrastructure plays. ASML dominates chip equipment manufacturing with a monopoly on extreme ultraviolet lithography and strong 54% gross margins, trading at a premium valuation (P/E 40.13). Dell provides AI-optimized servers and data center solutions at a lower valuation (P/E 26.79) but faces customer concentration risks and lower margins (19.70%). The author favors ASML due to its superior competitive moat, pricing power, and profitability despite its higher valuation.

10/21/2026, 8:45 AM • The Motley Fool

Apple vs. Broadcom: Which Tech Stock Is a Better Buy in 2026?

The article compares Apple and Broadcom as investment options for 2026. Apple dominates consumer hardware with $416.2B revenue and 26.9% net margin but faces antitrust scrutiny and size constraints. Broadcom leads infrastructure semiconductors with 23.9% revenue growth and 36.2% net margin, benefiting from AI tailwinds. The author favors Broadcom for stronger growth prospects despite Apple's stability, citing Broadcom's superior performance over the past decade.

10/21/2026, 8:32 AM • The Motley Fool

Arista Networks vs. Axon Enterprise: Which Tech Stock Is a Better Buy in 2026?

The article compares two high-growth tech stocks: Arista Networks, a networking infrastructure provider for AI data centers with strong profitability but customer concentration risk, and Axon Enterprise, a public safety technology company with diverse customers and impressive software growth. Despite Arista's higher margins and lower P/E ratio, the author recommends Axon as the better buy in 2026, citing its more attractive PEG ratio of 1.36x versus Arista's 2x, following Axon's 50% stock decline from its 2025 peak.

10/20/2026, 10:56 PM • The Motley Fool

OpenAI Is Reportedly Raising $30 Billion. Which Chip Stock Gains the Most?

OpenAI is seeking $30 billion in funding at a $1.4 trillion valuation to support its 26-gigawatt computing capacity plans with Nvidia, AMD, and Broadcom. The funding round could significantly impact these chipmakers' ability to execute their deals, with Broadcom potentially gaining the most due to uncertain financing, while Nvidia's growth is less dependent on OpenAI's success.

10/20/2026, 6:53 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

The Best Trillion-Dollar Stock to Buy Right Now, According to Wall Street

Wall Street analysts view Micron Technology as the best trillion-dollar stock to buy, with a median target price implying 70% upside. The semiconductor company is benefiting from strong demand for memory chips driven by AI infrastructure needs, with revenue up 379% and earnings soaring 11-fold in the September quarter. However, investors should exercise caution as new production capacity from competitors could lead to oversupply by 2029, potentially triggering a sharp price decline similar to previous memory chip cycles.

10/20/2026, 4:48 AM • The Motley Fool

Is Marvell Technology a Millionaire-Maker Stock?

Marvell Technology is positioned as a potential millionaire-maker stock due to its strong AI infrastructure portfolio and a major $120 billion deal with Alphabet. Despite trading at a high forward P/E ratio of 62, the company's growth prospects and ability to land large contracts could drive significant returns. However, competitors like Nvidia and Broadcom currently offer cheaper valuations with solid growth prospects.

10/20/2026, 4:26 AM • The Motley Fool

Broadcom to Advance NTT DOCOMO’s Private Cloud with VMware Cloud Foundation

Broadcom announced a 10-year comprehensive agreement with NTT DOCOMO to advance the company's private cloud infrastructure using VMware Cloud Foundation. The partnership will focus on continuous service availability, proactive security, and accelerated service delivery, with plans to integrate virtual machines, containers, and AI workloads on a common platform.

10/19/2026, 9:00 PM • GlobeNewswire

Semiconductor Sell-Off: 5 Stocks to Buy on the Dip

Despite concerns about AI infrastructure sustainability, semiconductor stocks present buying opportunities as cloud computing companies show strong demand for AI chips. Five stocks are recommended: Nvidia (dominant in AI GPUs), Broadcom (custom AI chips), AMD (inference and agentic AI), Cerebras Systems (high-risk/high-reward inference chips), and TSMC (foundry leader).

10/19/2026, 11:00 AM • The Motley Fool