Is Broadcom in Trouble Now That Alphabet Is Getting Chips From Marvell Too?

Broadcom's stock dropped over 10% after Alphabet announced an expanded partnership with Marvell Technologies for custom AI chips. However, the article argues this shouldn't concern investors, as Broadcom remains the dominant leader in custom AI chip design (ASICs) with strong fundamentals. Alphabet's diversification with Marvell mirrors how Meta works with multiple GPU suppliers, and doesn't necessarily mean reduced Broadcom orders. Broadcom's AI segment showed 143% year-over-year revenue growth and management expects it to more than triple in the next quarter.

08/25/2026, 7:15 AM • The Motley Fool

The S&P 500's Biggest Stocks Keep Getting Bigger. Here's the ETF I'd Buy to Diversify

The S&P 500 has become increasingly concentrated in megacap tech stocks, with Nvidia and Apple alone accounting for ~14% of the index and the top four tech companies representing over 25%. The article recommends the Invesco S&P 500 Equal Weight ETF (RSP) as an alternative that equally weights all 500 companies, reducing concentration risk. RSP has outperformed traditional cap-weighted S&P 500 ETFs by nearly 4% year-to-date in 2026 as investors rotate away from the Magnificent Seven stocks.

08/25/2026, 4:15 AM • The Motley Fool

Amazon Has Been Lagging the S&P 500 in 2026. This Is the Only Reason I'd Need to Buy the Stock in August Without Hesitation.

Amazon stock is trading at a P/E ratio of 21, its lowest valuation in over a decade, making it an attractive buy despite lagging the S&P 500 year-to-date. The company's massive $220 billion AI capex investment is paying off with strong Q2 earnings, including 37% revenue growth in AWS and 243% net income increase. With a $496 billion contract backlog and 97% analyst buy ratings, Wall Street sees 27% upside potential.

08/24/2026, 4:05 PM • The Motley Fool

Prediction: This Artificial Intelligence (AI) Stock Will Go Parabolic After Nvidia Reports Earnings on Aug. 26

With hyperscalers committing over $700 billion to AI infrastructure spending, Nvidia's upcoming earnings report on Aug. 26 is expected to validate continued strong GPU demand. The article argues that Micron Technology, as one of only three qualified suppliers of high-bandwidth memory (HBM) for Nvidia's GPUs, is positioned to benefit from accelerated demand and could see significant upside as memory supply tightens and pricing power increases.

08/24/2026, 12:30 PM • The Motley Fool

With the Market Reaching Record Highs, Should You Sell Your Stocks? Historical Data Offers a Crystal-Clear Answer.

The S&P 500 has reached 27 all-time highs in 2025, driven largely by the AI boom and the Magnificent Seven tech stocks. Historical data shows that investors should stay invested rather than attempt to time the market, as bull markets typically last much longer than bear markets and missing key trading days can significantly impact returns. Dollar-cost averaging is recommended as a strategy to maintain consistent investing through market cycles.

08/24/2026, 9:15 AM • The Motley Fool

Jeff Bezos' Amazon Just Raised Its AI Spending Target to $220 Billion for 2026. Here's What That Capex Hike Means for Investors.

Amazon increased its 2026 capital expenditure target to $220 billion, citing higher memory chip costs. Despite the increased spending, Amazon's revenue growth (20% YoY) outpaces capex growth, with AWS achieving its highest growth rate in over four years. Operating income surged 43.2% YoY to $27.5 billion in Q2, with AWS contributing $16.6 billion. The massive capex investment reinforces Amazon's dominant position in cloud computing and creates barriers to entry for competitors.

08/24/2026, 8:28 AM • The Motley Fool

Beyond Nvidia, AMD, and Broadcom: Why This Chip Stock Will Emerge as the Biggest Winner of the AI Semiconductor Boom

While Nvidia, AMD, and Broadcom have benefited from AI demand, Taiwan Semiconductor Manufacturing (TSMC) is positioned as the ultimate winner due to its dominant manufacturing capacity, technological lead, and scale. As hyperscalers increasingly adopt custom silicon chips, all designs ultimately rely on TSMC for production. The company controls 73% of third-party chip manufacturing spending and is investing $60-64 billion in capital expenditures to meet surging demand, while trading at a reasonable 24.5x forward earnings with projected 30% EPS growth.

08/24/2026, 5:15 AM • The Motley Fool

Anthropic Has a $65 Billion Run Rate. Buy These Stocks to Profit From It.

Anthropic, operator of the Claude chatbot, has achieved a $65 billion annualized revenue run rate and plans to go public via IPO potentially valuing it at $2 trillion or more. Since Anthropic is not yet public, retail investors can gain indirect exposure through publicly traded companies that hold significant stakes in the AI firm, including Amazon (21%), Alphabet (15%), Salesforce, and Zoom Communications.

08/24/2026, 4:24 AM • The Motley Fool

Li Lu, "the Chinese Warren Buffett," Has Invested 70% of Himalaya's Capital in Just 2 Stocks

Li Lu's Himalaya Capital has concentrated 70% of its $3.7 billion portfolio into two stocks: Alphabet (48%) and PDD Holdings (22%). Alphabet is viewed as a strong long-term buy despite DOJ antitrust concerns and AI competition, while PDD Holdings trades at cheap valuations but faces headwinds from U.S.-China trade tensions and slowing Chinese economic growth.

08/24/2026, 2:30 AM • The Motley Fool

Broadcom Has Seen Its Biggest Customer Drop a Key Chip Before. History Says What the Stock Did Next.

Broadcom's stock fell ~5% on August 19 after Marvell announced an expanded custom chip agreement with Google, Broadcom's most important AI customer. However, historical precedent from Apple's 2023 design-away announcement suggests these transitions are slow and partial. After Apple dropped a Broadcom wireless chip, the company's revenue nearly doubled and stock gained over 500% as AI demand surged. The key difference this time is that Google's orders directly impact Broadcom's core AI business, making the concentration risk more significant at current valuations.

08/23/2026, 10:26 PM • The Motley Fool

CHAT vs. FTEC: Is Concentrated AI Exposure or Broad Tech Diversification the Better Play Right Now?

The Roundhill Generative AI & Technology ETF (CHAT) has significantly outperformed the Fidelity MSCI Information Technology Index ETF (FTEC) over the past year, delivering 70% returns versus 37%. However, CHAT carries higher volatility and concentration risk with only 49 holdings focused on AI, while FTEC offers broader diversification with 285 tech holdings. The choice between them depends on investor risk tolerance and investment goals.

08/23/2026, 4:34 PM • The Motley Fool

Billionaires Stanley Druckenmiller and Dan Loeb Both Sold Broadcom and Piled Into This Virtual Monopoly Artificial Intelligence (AI) Stock Instead

Prominent investors Stanley Druckenmiller and Dan Loeb have exited their Broadcom positions entirely while building stakes in Alphabet. The move reflects a strategic shift from AI component suppliers to vertically integrated platforms. Alphabet's complete control over silicon design (TPUs), data centers, and AI model development through DeepMind provides structural advantages and multiple monetization levers that component suppliers cannot match. Broadcom's valuation remains elevated despite compression, and increased competitive pressure from new GPU architectures raises long-term concerns.

08/23/2026, 2:15 PM • The Motley Fool

Broadcom vs. Marvell Technology: 1 Critical Metric Decides the Better Custom AI Chip Stock

Broadcom and Marvell Technology both benefit from growing demand for custom AI chips (ASICs) from hyperscalers like Alphabet, Amazon, and Microsoft. However, Broadcom emerges as the better investment due to lower valuation, larger client base (Alphabet, Meta, OpenAI, Anthropic), and faster projected growth (64% vs 45% revenue growth in fiscal 2027).

08/23/2026, 1:06 PM • The Motley Fool

Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash. Here's How His Deal-Making Approach Differs From Warren Buffett's.

Greg Abel, Berkshire Hathaway's new CEO, has inherited nearly $400 billion in cash and is signaling a shift from Warren Buffett's hands-off management style. Abel's acquisition of Taylor Morrison Home for $8.5 billion suggests he plans to integrate overlapping businesses into unified units, a more hands-on approach focused on operational synergies and bolt-on acquisitions rather than Buffett's strategy of buying companies and letting them operate independently.

08/23/2026, 11:15 AM • The Motley Fool

Microsoft Stock Dropped 30% From Its All-Time High: 2 Reasons It Could Double by 2030

Microsoft's stock has lagged the S&P 500 over three years but shows signs of recovery following strong earnings. J.P. Morgan raised its 2027 price target to $625, citing two key growth drivers: Azure's 43% year-over-year revenue growth and Copilot's expansion from 30 million to potentially 60-90 million paid seats, which could generate $41 billion in additional revenue. The company's controlled AI spending and competitive advantages position it for potential doubling by 2030.

08/23/2026, 7:24 AM • The Motley Fool