Broadcom Just Gave Investors Another $30 Billion Reason to Buy the Stock

Broadcom received a $30 billion commitment from Apple for custom chips and wireless connectivity technologies, with the company investing $1.5 billion to expand its Fort Collins facility. This deal supports Broadcom's non-AI business recovery while its custom AI chip business remains the primary growth driver, with projections showing custom chip revenue exceeding $100 billion by fiscal 2027 and potential AI revenue reaching $180 billion by 2028.

07/11/2026, 7:05 AM • The Motley Fool

Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips

Apple has announced a landmark $30 billion partnership with Broadcom to design and produce over 15 billion custom silicon chips through 2031, including wireless connectivity components. The deal includes a $1.5 billion investment by Broadcom to expand its Fort Collins facility and is part of Apple's American Manufacturing Program. The agreement strengthens Broadcom's position in custom ASIC design for AI infrastructure and provides significant revenue visibility.

07/11/2026, 4:05 AM • The Motley Fool

3 Reasons I Think Meta Platforms is a Screaming Buy Right Now

Meta Platforms stock has underperformed the broader market over the past year due to investor concerns about heavy AI spending. However, the article argues the sell-off is overdone, citing three catalysts: Meta's rumored cloud infrastructure business that could compete with AWS, Azure, and Google Cloud; more cost-effective AI infrastructure build-out than Wall Street expected; and improved AI models like Muse Spark 1.1 with aggressive pricing. The stock trades at an attractive valuation of less than 23x earnings.

07/10/2026, 6:02 PM • The Motley Fool

A Potential New Rival Wants to Undercut TSMC. Here's What Investors Need to Know.

Japanese semiconductor company Rapidus plans to mass-produce 2nm chips by 2027 at $21,000 per wafer, undercutting TSMC's $30,000 price point. However, analysts believe TSMC's dominant 73% market share, proven track record, established customer relationships, and year-long head start in 2nm production make it unlikely that Rapidus will pose a meaningful threat to TSMC's dominance.

07/10/2026, 12:21 PM • The Motley Fool

3 Hypergrowth Tech Stocks to Buy With $3,000 Right Now

The article highlights three hypergrowth technology stocks: Broadcom, which is expanding its custom AI chip business with projected $100 billion in AI semiconductor revenue by 2027; Micron, benefiting from a memory chip shortage expected to persist beyond 2027; and IonQ, a quantum computing leader experiencing 755% year-over-year revenue growth despite the technology still being in early stages.

07/10/2026, 5:10 AM • The Motley Fool

Edge AI Semiconductor Market Size to Hit USD 151.30 Billion by 2035 | Research by SNS Insider

The global Edge AI Semiconductor Market was valued at $25.36 billion in 2025 and is projected to reach $151.30 billion by 2035, growing at a CAGR of 19.57%. Growth is driven by rising adoption of edge AI computing across consumer electronics, automotive, industrial IoT, and healthcare sectors. North America leads with 39% market share, while Asia Pacific is expected to experience the highest growth rate.

07/10/2026, 3:30 AM • GlobeNewswire

Direxion Daily Semiconductor Bull 3X ETF Explodes

The Direxion Daily Semiconductor Bull 3X ETF (SOXL) surged 12.52% as major semiconductor news drove investor enthusiasm. Micron announced a $3 billion investment in U.S. semiconductor supply chain, including a $500 million loan to GlobalWafers and a 10-year wafer purchase agreement. Meta signed multi-year supply agreements for NAND flash memory from SanDisk, DRAM from Samsung, and AI chips from Taiwan Semiconductor Manufacturing, with Broadcom handling chip design. The 3x leveraged ETF amplified semiconductor sector gains beyond the broader Nasdaq's 1.2% increase.

07/09/2026, 2:09 PM • The Motley Fool

Nasdaq Composite Jumps 0.9% as Semiconductors Stage a Comeback

The stock market rallied on Thursday as investors responded optimistically to President Trump's comments about potential negotiations with Iran, easing oil price concerns. The semiconductor sector led gains, with Micron jumping 7.5% following a $3 billion domestic investment announcement. However, software and hyperscaler stocks like Alphabet fell as investors rotated into hardware. Honeywell continued its post-spinoff decline, losing another 9.2%.

07/09/2026, 1:03 PM • The Motley Fool

Massive News: Broadcom Is Entering a New AI Growth Phase

Broadcom is becoming increasingly important in the AI infrastructure race as companies like OpenAI develop custom chips. The company benefits from better efficiency, lower compute costs, and a deeper role in AI. However, valuation concerns and execution risks complicate the investment thesis.

07/09/2026, 1:02 PM • The Motley Fool

Why Meta Stock Dropped -- Then Bounced Back

Meta Platforms signed a multi-year deal with Sandisk to secure NAND flash memory for its AI infrastructure, confirming its $145 billion AI spending plan for the year. While suppliers like Sandisk and Broadcom saw stock gains, Meta's stock initially fell 4% before recovering, as investors worry about the company spending more cash than it generates operationally.

07/09/2026, 12:19 PM • The Motley Fool

Why Sandisk Stock Popped Again Today

SanDisk stock jumped 6.4% after Reuters reported the company signed a multi-year deal to supply NAND flash memory to Meta Platforms as part of Meta's massive AI infrastructure buildout. Meta is reportedly spending up to $145 billion on AI infrastructure this year, with additional beneficiaries including Broadcom and Taiwan Semiconductor Manufacturing, which are also seeing stock gains.

07/09/2026, 11:22 AM • The Motley Fool

3 Genius Artificial Intelligence (AI) Stocks to Buy Amidst the Selloff

The article recommends three AI semiconductor stocks as attractive buying opportunities during a market selloff: Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom. Despite recent declines, all three companies are positioned to benefit from strong AI infrastructure spending, with expectations for significant revenue growth driven by data center demand and custom AI chip production.

07/09/2026, 9:30 AM • The Motley Fool

Tech Stock Sell-Off: 1 ETF to Load Up On Right Now

Tech stocks have experienced a summer pullback, with chip stocks like Nvidia, Micron, and AMD leading declines. The Invesco QQQ Trust ETF, which tracks the Nasdaq-100 and is heavily weighted toward tech and growth stocks, is recommended as a way to invest in the dip. The QQQ has significantly outperformed the S&P 500 over the past decade with a 634.6% return versus 322.7%, and consistently beats the market on a rolling 12-month basis.

07/09/2026, 7:16 AM • The Motley Fool

Why Penguin Stock Popped Today

Penguin Solutions stock surged 25.13% after the AI infrastructure provider raised its full-year growth forecast. The company reported 48% year-over-year net sales growth to $479 million in Q3 fiscal 2026, driven by strong demand for memory infrastructure supporting agentic AI and inference workloads. With memory demand outpacing supply, Penguin is benefiting from strong pricing power and margin expansion.

07/08/2026, 6:01 PM • The Motley Fool

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

Global semiconductor stocks experienced a sharp sell-off triggered by South Korean margin liquidations rather than fundamental deterioration. The KOSPI index dropped 8%, forcing leveraged retail investors to liquidate positions, which cascaded into U.S. tech stocks through ETF redemptions. However, underlying AI infrastructure demand remains intact, presenting potential buying opportunities for patient investors in dominant semiconductor suppliers.

07/08/2026, 1:22 PM • Investing