Alphabet vs. Apple: Which Warren Buffett Favorite Is the Better Stock to Buy Today?

Warren Buffett holds positions in both Apple and Alphabet. While Apple has an excellent business model with its closed-loop ecosystem and high-margin services, its valuation is stretched at a forward P/E of 35x. Alphabet, trading at a forward P/E below 25x, offers better value with strong AI capabilities, custom TPU chips, and significant growth opportunities, making it the better buy currently.

07/19/2026, 6:05 AM • The Motley Fool

Can Nvidia Become a $10 Trillion Stock by 2030?

Nvidia, currently valued at $5 trillion, could potentially double to $10 trillion by 2030 based on accelerating revenue growth (85-96% YoY) and dominant 80-90% market share in AI chips. However, the stock trades at a premium 20x price-to-sales ratio that would likely compress as growth inevitably slows, making the $10 trillion valuation dependent on maintaining 40-50% CAGR and a lower valuation multiple.

07/19/2026, 3:25 AM • The Motley Fool

Prediction: SOXX Is About to Outperform SMH. Here's Why.

The iShares Semiconductor ETF (SOXX) is positioned to outperform the VanEck Semiconductor ETF (SMH) due to superior portfolio construction. While both are market-cap-weighted semiconductor ETFs with similar holdings, SOXX applies stricter weighting caps (8% for top 5 holdings, 4% for others) compared to SMH's 20% limit. This makes SMH dangerously concentrated with a 30% combined allocation to Nvidia and TSMC, creating significant concentration risk. SOXX's more diversified approach is expected to provide better risk-adjusted returns over the next 6-12 months.

07/18/2026, 3:16 PM • The Motley Fool

Has Nvidia Become a Value Stock?

Nvidia has emerged as a dominant force in the AI revolution with record revenues and profits, yet trades at a surprisingly low valuation compared to peers. With a forward P/E ratio of 23—between typical growth (29) and value (17) stocks—Nvidia appeals to both growth and value investors. The company's strong competitive position, established track record, and early-stage AI market opportunity make it an attractive long-term holding, though cautious investors should note risks from high AI spending levels and sector volatility.

07/18/2026, 4:10 AM • The Motley Fool

1 Critical Reason to Buy Broadcom Stock on the Dip

Broadcom stock has fallen 20% from its all-time high following a poorly received earnings report, but analysts view this as a buying opportunity. The company is positioned for explosive growth in custom AI chips, with major clients including Alphabet, Meta, Anthropic, and OpenAI ramping production through 2026-2027. AI semiconductor revenue is expected to surge from $10.8 billion in Q2 to over $100 billion in 2027, making the stock attractive at current valuations.

07/16/2026, 5:33 PM • The Motley Fool

Stock Market Today, July 16: Micron Plunges as Tech Stocks Extend Sell-Off

Tech stocks extended their sell-off on July 16, 2026, with the Nasdaq Composite falling 1.47% amid growing AI spending concerns and escalating U.S.-Iran tensions. Micron Technology plunged nearly 6%, while semiconductor leaders like Nvidia and Broadcom declined. Taiwan Semiconductor Manufacturing fell despite record earnings. Abbott Laboratories surged over 10% on strong earnings. A Bank of America survey revealed 45% of fund managers view an AI bubble as the largest market risk.

07/16/2026, 5:03 PM • The Motley Fool

Dow Jones Hangs On While Memory Chips Take Another Beating

The semiconductor sector continued its fourth consecutive day of losses after Taiwan Semiconductor raised capital expenditure forecasts to $60-64 billion, sparking investor concerns about profitability. Memory chip stocks like SK Hynix and Micron plummeted, dragging down the Nasdaq and S&P 500. The Dow remained relatively stable as healthcare stocks, particularly UnitedHealth and Abbott Laboratories, rallied on strong earnings, offsetting tech sector weakness.

07/16/2026, 1:03 PM • The Motley Fool

1 Unstoppable Stock to Buy Before It Joins Micron and Broadcom in the $1 Trillion Club

Advanced Micro Devices (AMD) is positioned to join Micron and Broadcom as the next $1 trillion market cap company, driven by strong AI data center demand, ambitious 35%+ revenue growth targets, and future opportunities in physical AI applications like humanoid robots and autonomous vehicles.

07/16/2026, 12:21 PM • The Motley Fool

Nvidia Is Finally Cheap: Here’s How to Buy It and Get a 7.4% Dividend

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have been unfairly sold off despite strong underlying demand and reasonable valuations. The author recommends the BlackRock Technology and Private Equity Term Trust (BTX), a closed-end fund yielding 7.4% that holds these undervalued semiconductor stocks and is trading at a 13.7% discount to NAV that is narrowing, presenting an attractive opportunity for dividend income and capital appreciation.

07/16/2026, 6:39 AM • Investing

Nvidia Is Finally Cheap: Here’s How to Buy It and Get a 7.4% Dividend

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have become undervalued despite strong AI demand. It recommends the BlackRock Technology and Private Equity Term Trust (BTX) as a way to gain exposure to these cheaper semiconductor stocks while collecting a 7.4% dividend yield. The recent semiconductor selloff is characterized as an overreaction driven by profit-taking rather than weakening fundamentals.

07/16/2026, 5:23 AM • Investing

Apple CEO Tim Cook Just Announced Great News for Broadcom Stock Investors

Apple has committed over $30 billion to Broadcom through 2031 for chip production, with an expected 15 billion chips to be manufactured. While the annual revenue ($6 billion/year) is modest relative to Broadcom's total revenue, the deal significantly reduces customer concentration risk since Apple accounts for roughly 20% of Broadcom's revenue. Broadcom's AI chip segment is experiencing explosive growth with 143% year-over-year revenue increase and projected 200%+ growth in the upcoming quarter.

07/16/2026, 2:30 AM • The Motley Fool

My 3 Favorite AI Stocks to Buy on the Continued Chip Sell-Off

The article recommends three semiconductor stocks as attractive buys during the recent AI chip sector pullback: Nvidia, AMD, and Broadcom. Nvidia maintains dominance in AI model training through its CUDA platform and is expanding into inference and networking. AMD is positioned to benefit from inference workloads and agentic AI trends, which require more CPU participation. Broadcom is capitalizing on hyperscalers' adoption of custom AI accelerators, with significant growth expected from partnerships with major tech companies.

07/15/2026, 6:19 PM • The Motley Fool

Here's What IBM's Profit Warning Tells Us About the AI Market Right Now -- and What It Means for Investors

IBM issued a profit warning for Q2, missing earnings expectations as customers shifted spending toward memory, servers, and storage amid tight supply and anticipated price increases. This reflects a temporary shift in AI market dynamics where different players benefit at different times. While memory companies like Micron and SK Hynix are currently winning, the article suggests investors should maintain diversified AI portfolios rather than chasing trends, as broader tech companies like IBM and Microsoft may benefit long-term from integrated AI capabilities.

07/15/2026, 6:10 PM • The Motley Fool

Why Broadcom Stock Ticked Higher on Tuesday

Broadcom stock rose 1.37% on Tuesday due to investor capital flight from legacy software companies to hardware makers, triggered by IBM's disappointing Q2 results. The shift reflects client preference for storage, memory, and server solutions over software, driven by anticipated price increases related to AI infrastructure buildout. Morgan Stanley analyst Joseph Moore's bullish note reiterating an overweight rating on Broadcom, citing limited threat from MediaTek and strong custom AI chip demand, further supported the stock's gains.

07/14/2026, 7:08 PM • The Motley Fool

Major US Banks, ASML, and TSMC: EX DeFi Focuses on Earnings Season, AI Boom Faces Key Investment Test

As Q2 earnings season begins, major US banks and AI industry leaders like ASML and TSMC are under investor scrutiny. While banks are expected to benefit from higher interest rates and capital market recovery, high valuations in the semiconductor and AI sectors raise questions about whether future performance can meet market expectations. The earnings reports will be crucial indicators of the AI boom's sustainability and will influence global capital markets and digital asset markets.

07/14/2026, 1:28 PM • GlobeNewswire