Meet the Unstoppable Vanguard ETF Obliterating the S&P 500 in 2026

The Vanguard Russell 2000 ETF is outperforming the S&P 500 in 2026, gaining 19% versus 9% for the benchmark index. Small-cap domestic companies are benefiting from geopolitical tensions affecting multinational corporations, favorable government policies including tariffs, and reduced regulations. The Russell 2000's exposure to companies like Bloom Energy and Credo Technology, which are primarily domestically focused, is insulating them from international risks.

07/11/2026, 7:25 AM • The Motley Fool

3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers

Three semiconductor and optical connectivity companies—Fabrinet, MACOM Technology Solutions, and Credo Technology Group—are identified as overlooked AI revenue accelerators with strong sales growth momentum. Fabrinet reported record $1.2B quarterly revenue (39% YOY growth) and trades at an attractive 5x P/S ratio. MACOM achieved 22.5% YOY sales growth with data center revenue expected to exceed 60% growth. Credo experienced 157% YOY quarterly revenue growth to $437M, driven by optical connectivity solutions. All three companies have strong analyst support with predominantly Buy ratings.

07/08/2026, 12:26 PM • Investing

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

Both Credo Technology Group and Marvell Technology are benefiting from explosive AI data center demand with impressive growth rates. However, the article recommends Marvell Technology as the better buy due to its larger scale, more diversified customer base, Nvidia backing, and S&P 500 inclusion, while Credo faces significant customer concentration risk despite its impressive 205.7% revenue growth.

07/07/2026, 7:23 AM • The Motley Fool

3 Networking Chip Stocks Riding the AI Data Center Boom

As AI data center demand surges with power consumption expected to double by 2027, networking chips are becoming critical infrastructure. Three companies leading this trend are Nvidia, which is expanding into data center networking with its Vera Rubin architecture; Astera Labs, showing 93% revenue growth and recently added to Nasdaq-100; and Credo Technology, with 157% sales growth driven by its connectivity solutions across AI infrastructure.

07/06/2026, 5:15 PM • The Motley Fool

3 Telltale Signs an 8%+ Dividend Is Built to Last

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by investing in profitable stocks and returning those profits to shareholders. Using Liberty All-Star Growth Fund (ASG) as an example, the author outlines three key evaluation criteria: portfolio quality (focusing on large-cap tech and data-center beneficiaries), trading at a discount to net asset value, and consistent dividend history. ASG currently yields 8.2% and trades at a 12.2% discount to NAV, making it potentially attractive for investors bullish on U.S. large-cap and AI stocks.

06/29/2026, 6:37 AM • Investing

3 Telltale Signs an 8%+ Dividend Is Built to Last

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by analyzing the Liberty All-Star Growth Fund (ASG) as a case study. It outlines three key factors for evaluating CEFs: portfolio quality (examining underlying holdings), trading at a discount to net asset value (NAV), and dividend consistency. ASG is highlighted as an attractive investment opportunity, trading at a 12.2% discount to NAV with a stable 8.2% yield and exposure to AI-benefiting companies.

06/29/2026, 5:14 AM • Investing

VONG vs. IWO: Large-Cap Stability or Small-Cap Growth Upside?

The article compares two growth-focused ETFs: Vanguard Russell 1000 Growth ETF (VONG), which offers lower costs and large-cap stability with a 0.06% expense ratio, and iShares Russell 2000 Growth ETF (IWO), which provides small-cap growth exposure with higher recent returns (32.4% vs 21.2% over 1 year) but a higher 0.24% expense ratio. VONG has outperformed over 5 years, while IWO has shown better recent performance, suggesting a potential market rotation toward small-cap stocks beyond the tech-dominated large-cap sector.

06/11/2026, 1:31 PM • The Motley Fool

Tom Lee's Small-Cap Granny Shots ETF Reloads: First Solar, Zoom Among 10 New Buys

Fundstrat Capital completed its May 2026 quarterly rebalance of the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), adding 10 stocks including First Solar, Zoom, Credo Technology, and Neurocrine Biosciences, while removing 8 positions. CIO Tom Lee positions the portfolio for a 'challenging but ultimately constructive' environment, with the strategy focusing on companies benefiting from structural tailwinds across themes like Millennials, Global Labor Supply, Energy, Cybersecurity, and Easing Financial Conditions.

06/10/2026, 4:44 PM • Benzinga

Buy The Dip? Not So Fast. 6 Stocks Investors Ignored In Last Week's Chaos

During Friday's 1,100-point Nasdaq decline, retail traders on Robinhood showed a rotation pattern rather than a simple 'buy the dip' strategy. While mega-cap AI names like Tesla, Nvidia, and CoreWeave saw aggressive buying, major software and cloud stocks including Amazon, Microsoft, and Alphabet were net sold despite declining prices. Credo Technology was the most heavily sold stock on the platform, suggesting traders locked in gains from recent rallies rather than adding exposure to beaten-down mega-cap names.

06/08/2026, 3:47 PM • Benzinga

Nvidia And Other 6 Chip Stocks Set For A 'Secular Upside,' Analyst Says

Bank of America analyst Vivek Arya identifies seven semiconductor stocks positioned for sustained outperformance in the AI era, driven by surging demand for AI chips and data center infrastructure. With AI data center equipment market projected to reach $1.7 trillion by 2030 (up from $264 billion in 2025), the key constraint is supply scarcity rather than demand. All seven stocks are rated Buy, with Nvidia offering the most upside at 71% to BofA's $350 price target.

06/08/2026, 12:25 PM • Benzinga

The Anthropic IPO Could Make These 5 AI Stocks Unexpected Winners

Anthropic's IPO filing at a ~$1 trillion valuation will drive massive AI infrastructure spending. The company has committed $100+ billion to AWS and Google for compute capacity, positioning infrastructure suppliers like Celestica, Credo Technology, Astera Labs, Coherent, and Marvell Technology to benefit from the resulting data center build-out.

06/07/2026, 5:19 AM • The Motley Fool

3 Growth Stocks Worth $5,000 of Your Money -- Even in This Market

The article recommends three underappreciated growth stocks: Credo Technology (AI data center connectivity), Cellebrite (law enforcement digital evidence software), and TransMedics (organ transplant preservation technology). Each company is positioned in large, expanding markets with limited competition and strong fundamentals.

06/05/2026, 8:20 AM • The Motley Fool

Earnings Volatility Watch: 10 Stocks Set For Big Moves This Week, From Nuclear Power To Whiskey Maker

Options markets are pricing significant implied moves between 15.92% and 21.71% across 10 stocks reporting this week, spanning AI infrastructure suppliers, nuclear power, cybersecurity, and consumer staples. The largest moves are expected for Netskope (21.71%), Brown-Forman (20.51%), and Planet Labs (18.95%), with major mega-cap companies like Broadcom, CrowdStrike, and Palo Alto Networks also reporting amid continued AI infrastructure demand.

06/01/2026, 3:15 PM • Benzinga

Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As US Undertakes 'Self-Defense' Strikes Against Iran— HPE, NVDA, UBER In Focus (UPDATED)

U.S. stock futures rose on Monday as the market ended May at record highs. The Dow Jones, S&P 500, and Nasdaq 100 futures all gained modestly. The U.S. conducted 'self-defense' strikes against Iran over the weekend in response to aggressive Iranian actions. Key stocks in focus include Hewlett-Packard Enterprise, Nvidia, and Uber, with tech stocks leading gains. The Federal Reserve is expected to hold rates steady in June, with markets pricing in a 99.4% probability.

06/01/2026, 8:52 AM • Benzinga

Stock Market Today: Dow Jones, S&P 500 Futures Rise As US Undertakes 'Self-Defense' Strikes Against Iran—Hewlett-Packard, Nvidia, Uber In Focus

U.S. stock futures rose on Monday as the market ended May at record highs. The Dow Jones, S&P 500, and Nasdaq 100 futures all gained modestly. The U.S. conducted 'self-defense' strikes against Iran over the weekend in response to aggressive Iranian actions. Key stocks in focus include Hewlett-Packard Enterprise, Nvidia, Uber, and Credo Technology, with tech stocks leading gains. The Federal Reserve is expected to hold rates steady in June, with markets pricing in a 99.4% probability.

06/01/2026, 6:00 AM • Benzinga