Dell Technologies vs. Taiwan Semiconductor: Which Technology Stock Is a Better Buy for 2027?

The article compares Dell Technologies and Taiwan Semiconductor Manufacturing as AI investment opportunities. Dell trades at a lower valuation (Forward P/E 12.9x vs TSM's 23.9x) and is expected to grow AI server sales to $60 billion in FY2027. TSM maintains a near-monopoly on advanced chip manufacturing with a 44.6% net margin. The author recommends Dell as the better buy for 2027 due to its attractive valuation metrics, despite both companies being strong AI-driven growth plays.

11/11/2026, 6:30 PM • The Motley Fool

Prediction: 2 Stocks That Will Be Worth More Than Amazon 5 Years From Now

The article predicts that Taiwan Semiconductor Manufacturing (TSMC) and Broadcom will surpass Amazon in market value by 2031. Both companies benefit from AI infrastructure spending regardless of which competitor wins the AI race. TSMC's $265 billion U.S. investment in advanced packaging capabilities and Broadcom's custom AI accelerators position them as essential suppliers to all major tech companies pursuing AI development.

11/11/2026, 1:16 PM • The Motley Fool

Prediction: After Losing Over $1.7 Trillion in Market Cap This Year, Nvidia Stock Will Rebound in Epic Fashion. Here's Why.

Nvidia has lost $1.7 trillion in market value since early October, dropping 29% to a $4.1 trillion market cap due to concerns about AI infrastructure spending pace, regulatory uncertainty following midterm elections, and an investigation into CEO Jensen Huang's ties to alleged Chinese intelligence. However, the analyst argues Nvidia's competitive advantages remain intact through its ecosystem of GPUs, networking technology, and CUDA software, positioning it for a meaningful recovery in 2027.

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

Did the Midterms Just Put the AI Data Center Boom at Risk?

New Democratic governors in Texas, Ohio, Georgia, and Michigan plan to pause or regulate AI data center development due to concerns about rising energy costs and community impact. While hyperscaler companies like Amazon and Microsoft are well-positioned to weather the slowdown, chip suppliers like Nvidia and Broadcom could face near-term headwinds as construction slows.

11/11/2026, 8:45 AM • The Motley Fool

Am I Buying the Dip in Broadcom Stock?

Broadcom shares have declined significantly from their 2026 highs, dropping nearly 40% from record levels. The article discusses whether this represents a buying opportunity for investors, with the author suggesting it could be an attractive entry point for long-term investors.

11/11/2026, 7:30 AM • The Motley Fool

Tech Sell-Off: Two AI Stocks That Are Screaming Buys Right Now

Following a tech sell-off triggered by concerns about AI regulation after Democratic election victories, the article identifies Taiwan Semiconductor Manufacturing (TSMC) and Broadcom as attractive buying opportunities. Both companies benefit from AI growth while maintaining diversified revenue streams beyond AI chips, with TSMC trading at 22x forward earnings and Broadcom at 16x forward earnings after recent declines.

11/11/2026, 4:02 AM • The Motley Fool

Pragmatic Semiconductor appoints Mercedes Johnson to Board of Directors

Pragmatic Semiconductor announced the appointment of Mercedes Johnson, a veteran semiconductor finance executive with four decades of experience, as a Non-Executive Director. Johnson previously served as CFO at Avago Technologies (now Broadcom) and Lam Research, and currently sits on the boards of Synopsys, Teradyne, and Analog Devices. Her appointment is expected to strengthen the company's strategic capabilities as it enters its next growth phase.

11/10/2026, 2:00 AM • GlobeNewswire

Stock Market Today, Nov. 9: Nvidia Stock Plunges 4% on Jensen Huang Investigation as Nasdaq Surges Nearly 3%

Nvidia stock fell 4.27% to $178.67 on Monday following an announcement of an independent board investigation into CEO Jensen Huang regarding a suspected Chinese intelligence operation. Despite Nvidia's decline, the broader market rallied strongly with the Nasdaq climbing 2.74% and the S&P 500 gaining 2.35%. Other semiconductor stocks like AMD and Broadcom surged on renewed investor confidence in AI stocks, though Nvidia's company-specific risks overshadowed the sector momentum ahead of its November 17 earnings report.

11/09/2026, 5:10 PM • The Motley Fool

If the Stock Market Crashes, I'm Loading Up on These 2 No-Brainer ETFs

Following a sharp market selloff on November 5th led by AI stock declines after Democratic midterm election victories, the author recommends two ETFs for investors to buy during market crashes: VOO (Vanguard S&P 500 ETF) and QQQ (Invesco QQQ Trust). Despite political headwinds against AI data center expansion, the author remains bullish on tech stocks and AI companies' ability to adapt through alternative strategies.

11/09/2026, 8:54 AM • The Motley Fool

Nasdaq Stock Market Correction: 3 AI Stocks You Can Buy Right Now and Hold Forever

Following a 5.5% Nasdaq decline on November 5th that pushed the index into correction territory, semiconductor stocks fell over 12% due to policy fears about AI data center buildout. The article identifies Nvidia, Broadcom, and AMD as attractive buying opportunities, highlighting their strong business fundamentals and significant discounts from recent highs despite the market sell-off.

11/09/2026, 8:43 AM • The Motley Fool

AMD or Nvidia: Which AI Chip Stock Would I Buy With $1,000 Today?

The article compares AMD and Nvidia as AI chip investments. While AMD's stock has outperformed Nvidia significantly in 2026, the author argues Nvidia is the better buy due to its superior valuation (13x forward earnings vs AMD's 30x), larger data center business growing faster than competitors, and potential for strong 2027 performance similar to AMD's 2026 gains.

11/08/2026, 5:45 PM • The Motley Fool

This Stock Is a Nearly Guaranteed Winner From the AI Infrastructure Buildout

Taiwan Semiconductor Manufacturing (TSMC) is positioned as an attractive AI infrastructure investment, controlling 72.5% of global foundry revenue with no viable competitors. The company supplies chips to major AI manufacturers like Nvidia and AMD, with projected AI chip revenue growth of mid-to-high 50% annually through 2029. Trading at 23x forward earnings—a discount to historical levels—TSMC offers both long-term AI exposure and near-term value.

11/08/2026, 1:22 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

The Artificial Intelligence (AI) Boom Is Far From Over. Here Are 4 Potential Long-Term Winners

Recent earnings demonstrate that major corporations continue investing heavily in AI infrastructure, suggesting the AI boom is far from over. Four companies are well-positioned to capitalize on this trend: Nvidia maintains its GPU market dominance through its CUDA ecosystem; Microsoft is thriving with its cloud business and AI-integrated productivity suite; Advanced Micro Devices is seeing strong demand for CPUs and AI agents; and Broadcom is gaining traction with custom AI chips as companies diversify from Nvidia.

11/07/2026, 11:45 AM • The Motley Fool

Arista Networks vs. Okta: Which Technology Stock Is a Better Buy for 2027?

The article compares Arista Networks and Okta as infrastructure plays for 2027. Arista dominates high-speed networking for AI data centers with strong revenue growth (28.6% YoY, projected 40% for 2026) and a lower P/E ratio of 45.86, while Okta provides identity security solutions with slower growth (11.8% YoY, projected 10% for 2026) and a higher P/E of 101.91. The author recommends Arista for long-term investors due to faster sales growth and more attractive valuation.

11/07/2026, 11:37 AM • The Motley Fool