Advanced Micro Devices vs. Nvidia: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Nvidia as AI chip investments for 2026. While AMD shows strong growth with 34.3% revenue increase and successful partnerships, Nvidia dominates with 65.5% revenue growth, 55.6% net margins, and $96.7B in free cash flow. The author recommends Nvidia for long-term investors due to its superior scale, ecosystem depth, and industry lock-in, though AMD is presented as a reasonable lower-priced alternative.

09/10/2026, 2:31 PM • The Motley Fool

Computer History Museum Announces "Extended Reality: Visions of the Future" Exhibit

The Computer History Museum announced the opening of 'Extended Reality: Visions of the Future,' a new exhibit running from October 1, 2026 to March 28, 2027, showcasing over 100 XR devices and wearables tracing the evolution from pioneering 1960s systems to today's AI-enabled smart glasses. The exhibit explores how AI is transforming wearable computing and features artifacts from major tech companies including Meta, Google, and Apple.

09/10/2026, 1:00 PM • GlobeNewswire

AI Labs Integrates Google’s Gemini into AIV Chatbot to Launch Next-Generation Investment Analytics Platform

Singapore-based AI Labs has integrated Google's Gemini AI into its AIV Chatbot, creating an advanced investment analytics platform for analyzing cryptocurrencies and technology stocks. The platform organizes investment research around market outlook, technical analysis, fundamentals and risk, presenting structured analysis rather than simple buy/sell signals. Gemini's multimodal capabilities enable the chatbot to analyze earnings releases, market data, charts and financial documents, with potential to evolve into an interactive investment research assistant accessible to retail investors.

09/10/2026, 12:16 AM • GlobeNewswire

Stock Market Today, Sept. 9: Meta Surges Over 6.5% on Muse AI Agent Launch

Meta Platforms surged 6.55% to $653.69 on September 9, 2026, following the launch of Muse, its new personal AI agent capable of shopping, booking flights, and organizing calendars. The autonomous product could unlock new revenue streams and validate Meta's substantial AI investments. Morgan Stanley estimates the AI agent market could be worth around $30 trillion. However, analysts recommend waiting for concrete adoption and revenue data before reassessing the stock.

09/09/2026, 5:15 PM • The Motley Fool

SpaceX Built AI Data Centers So Fast, Some Ran Without Backup Power for Months. Now It Faces a $920 Million Deadline.

SpaceX has encountered reliability issues while rapidly expanding its AI data center infrastructure, with some facilities operating without backup power and cooling systems for months. The company faces a September 30 deadline to deliver 110,000 Nvidia GPUs to Google under a $920 million/month contract. To address these challenges, SpaceX is reshuffling its data center leadership team with executives from its rocket and Starlink divisions, delaying new projects, and building an in-house turbine blade manufacturing facility to accelerate deployment timelines.

09/09/2026, 2:30 PM • The Motley Fool

Jack Henry's 2026 Outlook: Cloud-Native Platform Drives Record Core Banking Wins

Jack Henry & Associates (JKHY) receives a Superscore of 78/100, driven by record 58 core banking wins in fiscal 2026, $8.44 billion in remaining performance obligations, and 50% growth in faster-payments revenue. However, the stock trades at a stretched P/E of 22.7x, faces margin pressure from rising costs, and has limited AI differentiation. Despite current valuation concerns, analysts project 70% upside potential if the company maintains 7-8% earnings growth.

09/09/2026, 1:24 PM • The Motley Fool

Amazon Plans to Spend More Than $200 Billion on AI. Is That a Smart Move?

Amazon plans to spend $220 billion on capital expenditures in 2026, with a significant portion directed toward AI infrastructure. While this represents a massive bet on AI's future, AWS's strong 37% revenue growth and 63% operating income increase suggest customer demand justifies the investment. However, risks remain around return on investment and potential industry overcapacity, as major tech companies collectively spend $760 billion on AI capex in 2026.

09/09/2026, 9:15 AM • The Motley Fool

SEOOnly Launches to Help Businesses Navigate the Biggest Shift in Search Since Google's Founding

SEOOnly, founded by marketing entrepreneur Preeti Kennedy, has launched as a specialist search visibility firm focused on helping businesses adapt to AI-driven search and changing customer discovery patterns. The company operates exclusively on search optimization across traditional search engines and AI platforms like ChatGPT and Gemini, rather than offering SEO as one service among many.

09/09/2026, 2:47 AM • GlobeNewswire

NextEra Just Secured Up to $1.9 Billion to Restart Iowa's Only Nuclear Plant. Here's The Real Reason Why.

NextEra Energy secured a $1.9 billion Department of Energy loan guarantee to restart Iowa's Duane Arnold Energy Center nuclear plant, which was shut down in 2020 due to unfavorable economics. While public statements emphasized providing 615 megawatts of reliable baseload power, the primary driver is actually Google's massive AI data center expansion in Iowa, with Google signing a 25-year power purchase agreement for most of the plant's output.

09/08/2026, 3:05 PM • The Motley Fool

Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?

Broadcom and Marvell are leading players in the custom AI chip market, with Broadcom expected to control 60% market share by 2027 versus Marvell's 20-25%. Broadcom demonstrates significantly faster growth with AI chip revenue projected to reach $230 billion by fiscal 2028 and EPS exceeding $30, compared to Marvell's more modest 45-50% annual growth guidance. Despite Marvell's 163% stock gain in 2026, Broadcom's cheaper valuation combined with superior growth trajectory makes it the more attractive investment opportunity.

09/08/2026, 2:11 PM • The Motley Fool

Billionaire Stanley Druckenmiller Has 2 Megacap Stocks Worth Watching (Hint: His Top Holding Isn't Amazon, Alphabet, or Nvidia)

Billionaire investor Stanley Druckenmiller holds positions in Amazon and Alphabet for AI infrastructure exposure, but his largest U.S. stock holding is Natera, a genetic diagnostics company that has returned approximately 10x since his initial investment in Q3 2022. Druckenmiller sold his Nvidia position in early 2024 due to valuation concerns and now holds Taiwan Semiconductor Manufacturing as his AI semiconductor bet instead.

09/08/2026, 1:30 PM • The Motley Fool

Is Alphabet Stock Undervalued?

Alphabet's P/E ratio of 17x appears undervalued compared to the S&P 500's 25x, but this is misleading due to one-time investment gains from SpaceX holdings artificially boosting earnings. Using alternative valuation metrics like operating profit and operating cash flow, Alphabet trades at average to above-average historical levels. The stock is a reasonable investment but not a compelling buying opportunity like it was in April 2025.

09/08/2026, 12:06 PM • The Motley Fool

Billionaire David Tepper Just Bought These 2 Artificial Intelligence (AI) Stocks That Wall Street Thinks Could Soar by 50% or More

Billionaire David Tepper's hedge fund Appaloosa Management added SpaceX and CoreWeave to its portfolio in Q2, betting on their AI growth potential. While Wall Street sees 50-62% upside for both stocks, SpaceX appears overvalued at a P/S ratio of 69.1 with limited margin for error, whereas CoreWeave's P/S ratio of 5.8 seems more reasonable given its 112.5% revenue growth and $104 billion revenue backlog.

09/08/2026, 8:30 AM • The Motley Fool

Alphabet vs. Meta Platforms: Which "Magnificent Seven" Titan Has More Room to Run in September?

Alphabet and Meta Platforms are compared as advertising giants pursuing AI investments. While Meta is cheaper and growing faster, Alphabet has a more sound AI strategy with its profitable cloud computing business. Alphabet's AI path appears to be working better than Meta's open-source, non-monetizable approach, making Alphabet the better investment despite Meta's current valuation advantage.

09/08/2026, 6:15 AM • The Motley Fool

Worried About the September Effect? Here’s What History Tells Us About Investing During What’s Generally Been the Worst Month for Stocks.

The article examines the 'September Effect,' a historical pattern where the S&P 500 has declined more often in September than any other month, averaging a 1.1% decline since 1928. However, historical data from the past decade shows that investors who continued investing through September downturns were rewarded with significant gains over the medium to long term, suggesting that market timing is ineffective and investors should maintain their investment strategy regardless of seasonal patterns.

09/08/2026, 6:05 AM • The Motley Fool