Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle.

AMD and Broadcom are positioned to lead the next wave of AI infrastructure development. AMD is targeting inference, agentic AI, and physical AI markets through strategic partnerships and acquisitions, while also dominating the data center CPU market. Broadcom leads in custom ASIC chip design and data center networking, with management forecasting its custom chip business revenue will double to $115 billion next fiscal year and double again to $230 billion the following year.

10/02/2026, 12:43 PM • The Motley Fool

Nova's 2026 Outlook: Tool-of-Record Status Drives Long-Term Growth in AI Chip Packaging

Nova (NVMI) receives a Superscore of 88/100 from The Motley Fool's Hidden Gems database, driven by its essential metrology platforms for semiconductor manufacturing and strong positioning in AI chip packaging. The company has improved operating margins to 29%, successfully integrated the Sentronics acquisition, and maintains technological indispensability at leading foundries. However, stretched valuation multiples (P/E of 47), concentrated customer base, and cyclical capital exposure present risks that prevent a higher score.

10/02/2026, 10:21 AM • The Motley Fool

Could This Overlooked Dividend Growth ETF Help Make You a Millionaire?

The Vanguard Dividend Appreciation ETF (VIG) is highlighted as a potential wealth-building tool for long-term investors. With a 10% average annual return since 2006 and a focus on companies with at least 10 consecutive years of dividend increases, VIG could help investors reach $1 million through consistent monthly contributions over 18-31 years, depending on investment amount.

10/02/2026, 9:30 AM • The Motley Fool

2 AI Networking Stocks That Could Help Make You a Fortune

As the semiconductor market is projected to grow from $796 billion in 2025 to $1.9 trillion by 2027, networking equipment suppliers Arista Networks and Broadcom are positioned for significant growth. Arista's revenue accelerated to 38% year-over-year growth with expanding market share in AI data center switching. Broadcom's AI networking revenue more than doubled, with management projecting AI revenue to reach $230 billion by fiscal 2028. Both stocks offer wealth-building potential despite valuation concerns and dependence on continued AI infrastructure investment.

10/02/2026, 8:07 AM • The Motley Fool

4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)

The article highlights four undervalued semiconductor stocks worth considering in October 2026, as AI remains a hot investing trend. While the full list isn't detailed in the provided excerpt, the article compares several major semiconductor players as potential investment opportunities.

10/02/2026, 12:23 AM • The Motley Fool

The Semiconductor ETF's 2026 Return Is About 3 Times Nvidia's

The VanEck Semiconductor ETF (SMH) returned approximately 69% in 2026, significantly outperforming its largest holding Nvidia, which gained only 23%. The outperformance was driven by smaller positions like Micron (up 276%), Intel (up 223%), and AMD (up 181%), which together accounted for about half the fund's gains despite representing only 14% of assets. The fund's 20% position cap on any single stock and exposure to the broader semiconductor industry, including cyclical memory chip makers, enabled it to beat Nvidia's returns.

10/01/2026, 8:26 PM • The Motley Fool

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

Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.

10/01/2026, 2:21 PM • The Motley Fool

Applied Materials vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares Applied Materials and Broadcom as semiconductor investment options for 2026. Applied Materials provides chip manufacturing equipment with $28.4B in FY2025 revenue and strong free cash flow of $5.7B, but faces customer concentration risks and export control challenges. Broadcom, with $63.9B in FY2025 revenue and $26.9B in free cash flow, is recommended as the better buy due to its dominant AI accelerator business with locked-in commitments from major tech companies and deeper, harder-to-replicate hyperscaler relationships.

10/01/2026, 2:09 PM • The Motley Fool

Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.

10/01/2026, 10:31 AM • The Motley Fool

3 Top AI Stocks for October

The article recommends Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as better investment choices in October compared to AMD and Intel. While AMD and Intel have had strong runs in 2026, their valuations have already priced in expected growth. Nvidia and Broadcom are growing faster despite larger sizes, while TSMC is positioned to outperform Intel due to superior valuation metrics and industry leadership.

10/01/2026, 10:15 AM • The Motley Fool

Is Broadcom a Millionaire-Maker Stock?

Broadcom has surged 330% over three years, becoming the world's ninth-most valuable company at $1.68 trillion market cap, primarily driven by its AI chip and networking equipment business. The article analyzes whether the stock can still create millionaires, concluding that investors with a 20-year horizon and monthly investments of $750-$1,500 have a realistic path to $1 million. While trading at an expensive 30x forward earnings, Broadcom's diversified business across smartphones, broadband, and data center infrastructure provides stability beyond current AI hype.

10/01/2026, 9:30 AM • The Motley Fool

The S&P 500 Is Near an All-Time High but Trading at Its Lowest Valuation in a Year. Nvidia, Alphabet, and Amazon Help Explain Why.

Despite the S&P 500 reaching near all-time highs with 13.1% year-to-date gains, the index trades at its lowest valuation in a year with a forward P/E of 19.4. Major growth stocks like Nvidia, Alphabet, and Amazon have become cheaper based on forward earnings ratios because their earnings growth is outpacing stock price increases. These companies are investing heavily in AI infrastructure, which could lead to significant margin expansion once their capital investments begin generating returns.

10/01/2026, 6:07 AM • The Motley Fool

Anthropic Plans to Spend $518 Billion on Cloud and Data Centers. More Than $100 Billion Is Already Promised to Amazon.

Anthropic's draft IPO prospectus reveals $518 billion in planned cloud and infrastructure spending over coming years, with $110 billion committed to Amazon Web Services through 2036. Despite large operating losses, Anthropic's revenue is growing rapidly (14-fold year-over-year in Q2 2026), making the AWS commitment appear manageable. However, concentration risk exists as nearly 25% of 2025 revenue came from just two customers without long-term contracts.

09/30/2026, 8:37 PM • The Motley Fool

Stock Market Today, Sept. 30: Nvidia Authorizes $150B Buyback, Lifting Total to $235B

Nvidia announced an additional $150 billion share repurchase authorization, bringing its total buyback program to $235 billion through 2028. The company closed up 0.52% at $228.38, supported by positive developments including an AI safety accord and expansion into quantum computing. With 106% year-over-year revenue growth and a forward P/E ratio of 25, Nvidia continues to solidify its position as a leading AI company.

09/30/2026, 5:20 PM • The Motley Fool

Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026?

Broadcom and SK Hynix represent two different approaches to AI infrastructure investment. Broadcom offers stable, diversified enterprise infrastructure with a 36% net margin and $26.9B free cash flow but trades at a premium 30.2x forward P/E. SK Hynix delivers explosive growth with a 44% net margin and lower 7.6x valuation, but faces cyclical memory market volatility. Aggressive investors seeking direct AI exposure may prefer SK Hynix, while conservative investors should favor Broadcom's stability.

09/30/2026, 10:15 AM • The Motley Fool