Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Nvidia, Broadcom, and Cloudflare on Monday. Nvidia was purchased across five of Ark's six ETFs despite a 3% decline, trading at attractive valuations relative to its accelerating growth. Broadcom, which has seen 15% decline from recent highs, offers compelling valuations with 84% projected revenue growth. Cloudflare rebounded to all-time highs with strong 36% revenue growth as cybersecurity demand strengthens.

08/11/2026, 11:33 AM • The Motley Fool

Broadcom vs. Marvell: Which Stock Has More AI Upside?

Broadcom and Marvell are positioned to benefit as hyperscalers develop custom AI processors, creating opportunities in specialized infrastructure including custom silicon, networking, and optical connectivity. Rather than replacing Nvidia, this trend enables a more diversified semiconductor market.

08/11/2026, 9:18 AM • The Motley Fool

TSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?

TSMC and ASML are identified as two of the best long-term semiconductor stocks due to their dominant market positions. TSMC controls 73% of the foundry market and 90% of advanced AI chips, while ASML dominates with 90% market share in lithography and 100% in extreme ultraviolet equipment. The article recommends both stocks but slightly favors TSMC due to its lower valuation (36x earnings vs. ASML's 56x) and more diversified customer base.

08/10/2026, 8:30 PM • The Motley Fool

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

The article compares semiconductor equipment makers (ASML, Applied Materials) versus chip designers (Nvidia, Broadcom) in the AI boom. While equipment makers have outperformed over the past year, chip designers have higher profit margins (75-77% vs 50-54%) and greater pricing power, giving them a long-term advantage in capitalizing on the AI cycle despite massive capex investments expected to exceed $1 trillion next year.

08/10/2026, 4:30 PM • The Motley Fool

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

The article compares Adobe and Arista Networks as investment choices for 2026. Adobe, a creative software giant with a 30% net margin and $23.8B in revenue, trades at a conservative 10.7x forward P/E ratio. Arista Networks, a high-speed networking infrastructure leader with 28.6% revenue growth and 39% net margin, trades at a higher 47.8x forward P/E. Despite Arista's stronger growth prospects from AI data center expansion, the author recommends Adobe due to its market leadership, profitability, and superior valuation offering greater upside potential.

08/09/2026, 7:11 PM • The Motley Fool

A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a key beneficiary of the AI revolution, supplying chips to major players like Nvidia, Broadcom, and AMD. With CEO projections of strong chip demand through 2029-2030 and a $100 billion Arizona investment commitment, analysts expect TSMC's stock could double by 2028, turning a $10,000 investment into $20,000, based on projected 42% revenue growth in 2026 and sustained 50% profit margins.

08/09/2026, 3:30 PM • The Motley Fool

If You Had Bought $10,000 of Apple Stock When Steve Jobs Handpicked Tim Cook as the Next CEO, Here's How Much You'd Have Today

A $10,000 investment in Apple stock when Tim Cook became CEO in August 2011 would be worth approximately $289,500 today (with reinvested dividends), demonstrating Cook's 15-year tenure of operational excellence. Cook scaled iPhone globally, grew services from $3B to $120B, and expanded product lines like Apple Watch and AirPods. He will be succeeded by John Ternus on September 1, 2026, who will focus on advancing Apple's AI capabilities while maintaining user privacy.

08/09/2026, 2:36 PM • The Motley Fool

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Billionaire investor Stanley Druckenmiller has dramatically reduced his exposure to megacap tech stocks, holding only Amazon as a minor position (0.32%) among the Magnificent Seven and completely exiting Alphabet. Instead, he's concentrating his $3 billion portfolio in biotech (Natera at 21%), semiconductors (Taiwan Semiconductor at 5.7%), and emerging markets, while adding positions in semiconductor suppliers like Broadcom, Micron, and STMicroelectronics.

08/08/2026, 2:15 PM • The Motley Fool

Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock

Alphabet has begun selling custom TPU (Tensor Processing Units) chips to external customers, creating a new revenue stream that could drive future growth. This move puts Alphabet in direct competition with Nvidia while benefiting Broadcom, which has a long-term partnership with Alphabet to design TPUs through 2031. The company's strong cloud business growth (82% YoY) and dominant position in digital advertising position it well for long-term outperformance.

08/08/2026, 11:30 AM • The Motley Fool

Forget Taiwan Semiconductor: 2 AI Semiconductor Equipment Stocks to Buy and Hold Instead

The article argues that semiconductor equipment makers ASML and Applied Materials are better investment choices than Taiwan Semiconductor Manufacturing due to geopolitical risks in Taiwan. ASML, the sole producer of EUV lithography machines, has seen 17% annual revenue growth and a 145% stock increase over the past year. Applied Materials, which provides equipment for various chip manufacturing processes, projects 18% revenue growth this year and 29% in 2027, with a 200% stock increase over the past year.

08/07/2026, 12:30 PM • The Motley Fool

Meet the Low-Cost Vanguard ETF That Just Gained 11% Over 4 Days, Thanks to a Combined 33% Weighting in Nvidia, Microsoft, Micron, and Broadcom. Here's Why It's Still a Top Buy Now.

The Vanguard Information Technology ETF (VGT) gained 11% over four trading days following strong earnings reports from Microsoft and Amazon. The ETF's performance is heavily driven by its top holdings in Nvidia, Microsoft, Micron, and Broadcom. Despite concerns about valuation, the article argues the tech sector remains a solid buy due to strong earnings growth, particularly in AI-related infrastructure and semiconductors. However, investors should be aware of concentration risk and the sector's volatility.

08/07/2026, 11:27 AM • The Motley Fool

Why The iShares Semiconductor ETF (SOXX) Plunged 21% in July

The iShares Semiconductor ETF (SOXX) dropped 21.2% in July after rallying 112.8% in the first half of 2026. The decline was driven by multiple factors: short-seller Michael Burry's bearish stance on overvalued AI stocks, the release of China's capable low-cost Kimi K3 AI model raising competition concerns, and forced liquidation of the leveraged AI hedge fund Situational Awareness. Despite the pullback, strong semiconductor earnings showed no weakness in AI chip demand.

08/07/2026, 8:15 AM • The Motley Fool

Prediction: This Unstoppable Vanguard ETF Will Crush the S&P 500 in the Remainder of 2026

The Vanguard S&P 500 Growth ETF (VOOG) outperformed the S&P 500 by 2% in the first half of 2026, gaining 11.5% versus 9.5%. The ETF's higher concentration in technology stocks (52% vs 38%) and exposure to AI-driven companies positions it to continue outperforming through year-end. The fund's top 10 holdings averaged 49% returns in H1 2026, with recent rebounds from Microsoft and Amazon supporting continued momentum.

08/07/2026, 5:30 AM • The Motley Fool

Palantir Soars 27% and Caterpillar Helps Lift the Dow 800 Points

Major stock indexes rallied on Tuesday driven by strong earnings reports. Palantir Technologies surged 27% on faster-than-expected AI platform adoption by commercial customers, while Caterpillar jumped 6% after crushing Q2 estimates with 17% revenue growth. Semiconductor stocks broadly recovered from July's selloff, with the iShares Semiconductor ETF gaining 6.3%. The Dow rose 1.5% (800 points), Nasdaq gained 1.9%, and S&P 500 added 1.3%, with participation from 22 of 30 Dow components.

08/04/2026, 1:13 PM • The Motley Fool

The Smartest Growth ETF to Buy Right Now -- and It's Up 50% in 2026

The VanEck Semiconductor ETF (SMH) has fallen 20% from recent highs as investors demand tangible AI results rather than aggressive spending. Despite the correction, the ETF presents a potential 'buy the dip' opportunity, as underlying demand for semiconductors remains strong with supply still lagging, giving chip companies pricing power to sustain earnings growth.

08/04/2026, 9:30 AM • The Motley Fool