Broadcom Reports Wednesday. Its Profit Is Growing Nearly 4 Times as Fast as Its Revenue.

Broadcom's profit growth (127%) is significantly outpacing revenue growth (32%) due to disciplined cost management, with operating expenses rising only 6% while revenue jumped 48% in fiscal Q2. The company's fiscal Q3 earnings report on September 2 will test whether this cost discipline holds as revenue is expected to reach $29.4 billion. However, at a P/E ratio of 60x, the stock's valuation depends heavily on maintaining this profit growth trajectory, which could face pressure from AI product mix headwinds and eventual expense scaling.

09/01/2026, 11:06 PM • The Motley Fool

Ciena's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.

Ciena is expected to report strong Q3 fiscal 2026 earnings on September 3, with analysts projecting 34% revenue growth to $1.64B and 158% growth in adjusted net income to $1.73 per share. Despite beating estimates in four consecutive quarters, the stock fell sharply after the previous earnings report due to sky-high investor expectations and a 165% year-to-date run-up. The author believes a more forgiving market and another impressive performance could drive the stock higher, though the company must deliver yet another strong quarter and potentially raise guidance.

09/01/2026, 9:30 AM • The Motley Fool

Nvidia Just Proved It Doesn't Need China Anymore

Nvidia provided fiscal 2028 guidance forecasting 70% revenue growth, significantly exceeding Wall Street's 44% expectations. The company demonstrated it can achieve substantial growth without relying on China, where it now generates less than 1% of data center revenue. With a forward P/E of 23 and PEG ratio of 0.6, Nvidia appears undervalued despite its accelerating growth trajectory.

09/01/2026, 8:26 AM • The Motley Fool

There Are 16 Billion Reasons to Pay Attention to Broadcom Earnings on Sept. 2

Broadcom is set to report Q3 earnings on Sept. 2 with management guidance projecting $16 billion in AI semiconductor revenue with over 200% year-over-year growth. While the company has shown strong momentum with Q2 revenue up 48% and AI chip revenue up 143%, investor concerns persist over Alphabet's expanded partnership with Marvell Technology for custom AI chips. Broadcom's stock performance has lagged the S&P 500 this year, but hitting the $16 billion target could ease concerns and present a buying opportunity.

08/31/2026, 1:03 PM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Nvidia, Broadcom, and Intellia Therapeutics on Friday as these stocks declined. Nvidia exceeded earnings expectations with 106% revenue growth and raised guidance to 70% for fiscal 2028, now trading at 14x forward earnings. Broadcom is on track for accelerating growth with an upcoming earnings report. Intellia, a gene-editing biotech, has declined over 50% from recent highs but remains well-funded with analyst support.

08/31/2026, 11:22 AM • The Motley Fool

Prediction: This AI Infrastructure Stock Will Soar After Sept. 3 (Hint: It's Not Broadcom)

Ciena, an optical networking products company, is positioned to deliver strong quarterly results on Sept. 3, driven by surging demand for optical components in AI infrastructure. The company has consistently beaten Wall Street expectations and is benefiting from a supply shortage that's boosting margins. With revenue expected to grow 33% year-over-year and earnings projected to jump 157%, Ciena stock could soar following its earnings report.

08/31/2026, 7:29 AM • The Motley Fool

Tim Cook Committed Apple to a $60 Billion Domestic Manufacturing Bet Just Weeks Before Handing Off the CEO Job. Here's What It Means for Apple Investors.

Apple is investing $60 billion in Texas as part of a broader $600 billion, four-year U.S. manufacturing commitment. A new Houston facility will produce Mac minis and advanced AI servers. This strategic move aims to reduce tariff risks and stabilize margins before CEO John Ternus takes over on September 1. Apple also signed a $30+ billion long-term agreement with Broadcom for custom silicon components.

08/30/2026, 6:15 AM • The Motley Fool

Stock Market Today, Aug. 28: Marvell Slides 10% on Softer Fiscal 2028 Guidance and Google Deal Timing

Marvell Technology stock fell 10.28% despite beating Q2 earnings estimates with 37% sales growth and 50% EPS growth. The decline was driven by investor disappointment over softer fiscal 2028 guidance and lack of details on the Google partnership deal. The stock trades at a lofty 53x forward earnings valuation, and analysts expect more clarity at the company's October Investor Day.

08/28/2026, 5:09 PM • The Motley Fool

Billionaire Ken Griffin Is Shifting His AI Bets. Here's What He's Buying and Selling.

Ken Griffin's Citadel hedge fund is shifting its AI investment strategy by selling positions in Nvidia, Broadcom, and Micron Technology while increasing exposure to Amazon and Microsoft. The moves reflect a market preference for companies demonstrating tangible results from their massive AI infrastructure spending, with Amazon's AWS achieving fastest growth in four years and Microsoft maintaining strong free cash flow despite $175 billion in projected annual AI spending.

08/28/2026, 6:30 AM • The Motley Fool

Meet the Super Semiconductor ETF Obliterating the S&P 500 and the Nasdaq-100 in 2026

The iShares Semiconductor ETF (SOXX) has surged 70% in 2026, significantly outperforming the S&P 500 (12.1%) and Nasdaq-100 (15.6%), driven by strong performance in its top holdings Nvidia, Micron Technology, and AMD. While the ETF has historically beaten the market since 2001, the article cautions that current gains are fueled by supply shortages and warns of potential headwinds including data center construction bans, rising AI deployment costs, and a shift toward cheaper AI models that require less computing power.

08/28/2026, 4:30 AM • The Motley Fool

Stock Market Today, Aug. 27: Nvidia Surges on Blowout Results and Surprising Guidance

Nvidia surged 8.74% after reporting $96.2 billion in quarterly revenue (up 106% YoY) and providing surprisingly strong guidance for 70% revenue growth in 2027, nearly double analyst expectations. The results eased AI slowdown concerns and demonstrated sustained data center demand despite increasing competition. The company maintained a 75% gross margin and continues investing in the AI sector.

08/27/2026, 5:01 PM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Broadcom, Cerebras Systems, and Cloudflare on Wednesday, taking advantage of market pullbacks. All three stocks have declined 14-53% from recent all-time highs but show strong revenue growth and business fundamentals, with Broadcom expected to report 85% revenue growth and Cerebras showing 74% growth despite customer concentration concerns.

08/27/2026, 10:22 AM • The Motley Fool

I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case.

While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.

08/26/2026, 4:30 PM • The Motley Fool

A Leading Hedge Fund Just Placed Massive Bets on Broadcom and Intel Stocks. Should You Follow Suit?

Hedge fund Coatue Management has made significant investments in both Broadcom and Intel in Q2 2026. While both stocks appear expensive by trailing P/E ratios, the article argues they should be evaluated on forward-looking metrics. Broadcom's custom AI chip business is expected to generate over $100 billion in revenue in 2027, trading at just 18x next year's earnings and appearing undervalued. Intel is rebuilding its foundry business with government support and strong operational cash flow, but at 43x forward earnings, much of its growth may already be priced in.

08/26/2026, 11:20 AM • The Motley Fool

Marvell Technology's Next Earnings Report on Aug. 27 Could Send the Stock Soaring. Here's Why.

Marvell Technology is expected to report Q2 fiscal 2027 earnings on Aug. 27 with significant market expectations. The company recently announced a $12.2 billion custom chip deal with Google for AI inference hardware, which could generate up to $120 billion in revenue over seven years. Investors will focus on management's forward guidance for fiscal 2027-2028 to assess the deal's impact. While positioned as a critical 'picks-and-shovels' player in AI infrastructure, Marvell's high valuation (83x trailing P/E) leaves little room for disappointment.

08/26/2026, 11:05 AM • The Motley Fool