As SpaceX Falls Down to Earth, the Stock Is Still Not a Buy

SpaceX's stock has pulled back to opening-day levels after an initial strong start following its IPO as the largest company ever to go public. The article warns investors to avoid the stock due to upcoming lock-up expirations that could pressure shares, a high valuation relative to revenue, and heavy reliance on speculative future ventures like space-based AI data centers.

06/28/2026, 8:30 AM • The Motley Fool

2 Nvidia-Owned Stocks Investors Should Buy Now

Nvidia's investment portfolio includes CoreWeave and Nokia, two companies positioned to benefit from AI growth. CoreWeave, a neocloud provider, has a $99 billion backlog and 112% revenue growth but carries significant debt concerns. Nokia, pivoting to AI-enabled telecom equipment through its Nvidia partnership, shows modest revenue growth but has surged 170% over the past year, with potential upside as 5G and 6G deployments accelerate.

06/28/2026, 4:25 AM • The Motley Fool

3 Artificial Intelligence (AI) Stocks I'd Buy Now and Never Sell

The article recommends three AI stocks for long-term investment: Arm Holdings for its energy-efficient chip architecture dominating data centers, IREN for its data center capacity expansion with major contracts from Microsoft and Nvidia, and Nvidia for its leadership in AI hardware and diversified revenue streams. With Morgan Stanley projecting $3 trillion in global data center construction costs through 2028, these companies are positioned to benefit from sustained AI infrastructure growth.

06/28/2026, 12:05 AM • The Motley Fool

Tesla Completes Key AI Chip Milestone in Its Push Beyond the Auto Industry

Tesla completed the tape-out for its AI5 chip, which will power its Optimus humanoid robot and Cybercab self-driving vehicle. The chip offers 40x performance improvement over the previous generation and will be manufactured by Samsung and Taiwan Semiconductor over the next 12-18 months. Tesla plans to build its own semiconductor facility (Terrafab) in Texas with SpaceX and Intel to achieve vertical integration and cost advantages. However, the analyst cautions that Tesla's $1.4 trillion market cap already prices in this ambitious vision, which remains years away from reality.

06/27/2026, 10:30 PM • The Motley Fool

Hedge Funds Are Buying Up Amazon Stock. Should You Join In, Too?

Major hedge funds like Pershing Square and Appaloosa Management are increasing their Amazon positions, viewing the stock as undervalued compared to other AI and cloud computing companies. Amazon trades at a modest 3.4x price-to-sales ratio, significantly lower than competitors like Nvidia (18x) and Intel (12x), making it an attractive option for investors willing to accept its heavy AI infrastructure spending of around $200 billion annually.

06/27/2026, 7:19 PM • The Motley Fool

Here's What a $50,000 Investment in SpaceX Stock Could Look Like in 10 Years, According to Billionaire Investor Ron Baron

Billionaire investor Ron Baron, who has made $8 billion from Tesla investments, believes SpaceX could be worth 10-30 times its post-IPO value in 10-15 years. Baron is bullish on SpaceX's Starlink satellite internet service, which he expects to generate $1 trillion in annual revenue within a decade, and the company's AI and chip manufacturing initiatives. A $50,000 investment at the IPO price of $135 could potentially be worth $500,000 to $1.5 million, though several operational milestones must be achieved for these projections to materialize.

06/27/2026, 10:30 AM • The Motley Fool

Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?

Intel and Navitas Semiconductor represent different semiconductor strategies: Intel is pivoting to a foundry model for chip manufacturing while Navitas specializes in next-generation power materials like gallium nitride for AI and EVs. Intel shows stronger near-term momentum with revenue growth acceleration, while Navitas faces recovery risks after exiting its Chinese consumer business to focus on AI markets.

06/27/2026, 8:12 AM • The Motley Fool

Graphene Chip Market Size to Hit USD 19.78 Billion by 2035 | Research by SNS Insider

The global graphene chip market, valued at USD 4.41 billion in 2025, is expected to grow to USD 19.78 billion by 2035 at a CAGR of 16.20%. Growth is driven by rising demand for AI computing, advanced nanoelectronics, and high-performance semiconductors. Asia Pacific leads with 38.45% market share, while transistors and electronics applications dominate segments. Key players include Samsung, Intel, TSMC, and NVIDIA.

06/27/2026, 7:30 AM • GlobeNewswire

3 Beaten-Down AI Chip Stocks to Consider Buying in the Sell-Off

AI chip stocks have experienced a significant sell-off due to concerns about whether AI spending will justify industry investments. The article examines three beaten-down chip stocks—Nvidia, ON Semiconductor, and Intel—as potential buying opportunities. Nvidia trades at 29x earnings with strong 85% revenue growth; ON Semiconductor fell 23% after announcing a $7 billion acquisition but shows signs of cyclical recovery; Intel has surged on turnaround efforts but remains unprofitable on a GAAP basis. The author favors Nvidia as the least risky of the three.

06/26/2026, 11:30 PM • The Motley Fool

Great News for Micron Stock Investors!

Micron Technology reported revenue and profits that beat expectations, delivering one of the best quarters of performance in recent years. The strong results also have positive implications for related semiconductor companies including Intel, AMD, Arm, and Qualcomm.

06/26/2026, 8:21 PM • The Motley Fool

OpenAI IPO Delay Risk Exposes Fragility in the AI Trade

U.S. markets declined as AI jitters returned following reports that OpenAI may delay its IPO until 2027. Technology stocks fell amid growing concerns about whether massive capital spending on AI infrastructure will generate sufficient returns. Chip makers and memory stocks were particularly pressured, while oil prices fell nearly 10% for the week on improving supply conditions.

06/26/2026, 9:27 AM • Investing

Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now

Taiwan Semiconductor Manufacturing (TSMC) is positioned as the premier AI infrastructure investment, controlling over 70% of the global foundry market. The company benefits from strong AI chip demand, high margins (47% net profit margin), and significant switching costs for customers. With stock price up 110% over the past year and Q1 revenue surging 40% year-over-year, TSMC is raising prices amid strong demand, reinforcing its competitive moat despite growing competition from Intel and Samsung.

06/26/2026, 7:25 AM • The Motley Fool

How Intel Is Packaging the Future of American Chips

Intel has surged 281.8% year-to-date by pivoting to become a sovereign foundry powerhouse, with a new advanced packaging division led by SK hynix veteran Seok-Hee Lee. The company secured preliminary agreements with Apple for M-series chip production and a $5 billion strategic investment from NVIDIA. However, Intel trades at a stretched 223x forward P/E ratio with massive operating deficits, requiring flawless execution and near-term margin compression to justify current valuations.

06/25/2026, 12:38 PM • Investing

This Tech ETF Has More than Doubled in 2026. Is It a Good Buy for the Back Half of the Year?

The iShares Semiconductor ETF (SOXX) has surged 108% year-to-date, significantly outperforming the S&P 500's 9% gain. While the ETF provides diversified exposure to the semiconductor supply chain through 30 major companies, the article cautions that current growth rates are unsustainable long-term. The main drawback is its 0.34% expense ratio, which is 10 times higher than typical S&P 500 ETFs. The article recommends SOXX as a buy for those seeking semiconductor industry exposure during the AI boom, but warns against expecting similar returns in the future.

06/25/2026, 8:35 AM • The Motley Fool

AMD vs. Intel: Which Stock Is the Better Buy Right Now?

Both AMD and Intel have surged amid AI chip demand, with Intel up 258% in 2026 backed by $9B in federal government support and a new Apple partnership. However, Intel's valuation is extremely expensive with P/E ratios of 161 and 904, while AMD offers stronger fundamentals with 38% revenue growth and a more reasonable valuation. AMD appears the safer choice, though Intel could outperform if government support continues.

06/25/2026, 7:06 AM • The Motley Fool