This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

08/28/2026, 6:15 PM • The Motley Fool

Nvidia May Have Just Eliminated Its Biggest Risk

Nvidia has addressed a major competitive risk by securing an expanded partnership with Amazon Web Services, which agreed to purchase an additional 2 million GPUs over two years. Despite Amazon's success with its own custom chips ($25 billion annual revenue run rate), the company continues to heavily invest in Nvidia's latest innovations, demonstrating that multiple chip makers can coexist without threatening Nvidia's market leadership and growth prospects.

08/28/2026, 8:10 AM • The Motley Fool

1 Wall Street Analyst Just Upgraded AMD Stock and Estimates 30% Upside. Here's Why He's Bullish on This Semiconductor Stock.

Raymond James analyst Simon Leopold upgraded AMD to strong buy with a $641 price target, citing optimistic growth in server CPUs driven by agentic AI demand. AMD expects server CPU revenue to grow over 80% year-over-year in H2 2026 and over 70% in 2027, with the CPU-to-GPU ratio in data centers shifting to 1-to-1. While AMD stock trades at a premium P/E ratio of 116, Leopold believes AMD offers the strongest combination of earnings leverage and market-share gains among competitors.

08/26/2026, 12:25 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

Where Will Nvidia Stock Be in 5 Years?

Nvidia, currently the world's largest company with a $5.2 trillion market cap, is positioned for continued growth through expansion into custom AI processors, optical networking, and server CPUs. Analysts project the company could reach an $11 trillion market cap by 2030 if it sustains 15% revenue growth and maintains a 12x price-to-sales ratio, potentially doubling current valuations.

08/24/2026, 1:23 PM • The Motley Fool

Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Outperform Nvidia Over the Next 3 Years

While Nvidia remains the dominant AI chip leader with strong growth, AMD is positioned to outperform over the next three years due to its competitive advantages in the faster-growing inference market and agentic AI opportunities. AMD's smaller size provides more room for explosive growth as it gains market share with its improved ROCm software, strategic acquisitions, and partnerships.

08/22/2026, 8:05 AM • The Motley Fool

Intel Sold $20 Billion of Stock at $95 a Share. It Now Trades Below $93.

Intel raised approximately $23 billion through a stock offering priced at $95 per share on August 10, 2026, with strong institutional demand causing the deal to grow from $15 billion to $20 billion. However, the stock has since declined to below $93, leaving investors from the offering underwater. The company cited strong AI demand as justification for the capital raise, but the market is now demanding proof through future earnings before returning the stock to the offering price.

08/21/2026, 8:12 PM • The Motley Fool

Bloom Energy Calls Its Fuel Cells "Lego Blocks." Here's Why That Word Choice Is the Whole Investment Thesis.

Bloom Energy's modular, factory-manufactured solid-oxide fuel cells are experiencing historic demand from data center developers. The "Lego block" design enables rapid deployment, scalability, and flexibility, attracting major customers like Oracle and Brookfield Asset Management. The company reported record Q2 revenue of $1.065 billion (166% YoY growth) with expanding margins, driven by the urgent need for quickly deployable power solutions in the AI data center buildout.

08/21/2026, 7:05 AM • The Motley Fool

A Famed Billionaire Tech Investor Just Sold Nvidia Shares to Buy These 2 AI Chip Stocks

Chase Coleman of Tiger Global Management reduced his Nvidia stake in Q2 while adding a new position in Cerebras Systems and increasing Intel holdings. The article analyzes these three semiconductor stocks, highlighting Nvidia's dominant AI infrastructure position at attractive valuations, Cerebras' innovative high-speed inference chips, and Intel's late entry into the AI market with CPU demand growth.

08/20/2026, 8:35 AM • The Motley Fool

Nvidia's $63 Billion Investment Portfolio Has a New No. 2 Holding

Nvidia's $63.4 billion investment portfolio now has SpaceX as its second-largest holding worth ~$21 billion, following Nvidia's $10 billion investment in xAI in January 2026. However, SpaceX faces significant challenges as a newly public company, including massive cash burn from AI data center capex ($23.55 billion in first half of 2026), hefty losses, an accelerated lockup schedule, and concerns about Elon Musk's divided attention between multiple companies.

08/20/2026, 5:06 AM • The Motley Fool

SoundHound AI vs. Taiwan Semiconductor Manufacturing: Which Technology Stock Is a Better Buy in 2026?

The article compares SoundHound AI, a high-growth voice AI software company, against Taiwan Semiconductor Manufacturing (TSMC), the world's largest chip foundry. While SoundHound shows strong revenue growth of 99.4% YoY, it remains unprofitable with negative free cash flow. TSMC demonstrates superior financial stability with $120.3B in revenue, 45.1% net margins, and $34.3B in free cash flow. The author recommends TSMC for long-term investors, citing its dominance in AI chip manufacturing and stronger financial fundamentals, while acknowledging SoundHound as a riskier growth opportunity.

08/19/2026, 3:31 PM • The Motley Fool

This Billionaire Tech Investor Is Betting Big on SpaceX and Chip Stocks

Billionaire tech investor Philippe Laffont of Coatue Management significantly increased his portfolio positions in Q2, with major additions to SpaceX and semiconductor stocks including Micron, Intel, and Cerebras. While the analyst is skeptical of SpaceX's valuation, he views Micron favorably due to memory supply constraints and supports Cerebras as a potential winner in AI inference, but cautions against chasing Intel stock after its recent rally.

08/19/2026, 3:21 PM • The Motley Fool

The CEO of This Nvidia-Backed Artificial Intelligence (AI) Chip Company Just Bought $10 Million of His Own Stock. Here's What He's Seeing That Retail Investors Won't Want to Miss.

Intel CEO Lip-Bu Tan purchased 105,263 shares (~$10 million) at $95 per share in early August, shortly after the company reported strong Q2 2026 results with 25% YoY revenue growth and a 59% surge in its data center and AI segment. The timing and valuation endorsement suggest Tan's confidence in Intel's foundry expansion and AI-driven compute opportunities, with external validation from Nvidia's $5 billion strategic investment partnership.

08/19/2026, 9:44 AM • The Motley Fool

2 Stocks to Buy That Stanley Druckenmiller Added While Exiting 5 Chip and Photonics Stocks

Stanley Druckenmiller's Duquesne Family Office exited five semiconductor and photonics companies (Micron, Intel, Broadcom, Lattice Semiconductor, Coherent) in Q2 2026 while significantly increasing positions in Amazon and Alphabet. The shift reflects a strategic pivot toward companies funding AI infrastructure buildout rather than component suppliers competing for orders. Druckenmiller maintained and added to positions in Taiwan Semiconductor Manufacturing and STMicroelectronics, suggesting selective semiconductor exposure focused on AI-centric players.

08/18/2026, 11:37 PM • The Motley Fool

Billionaire Stanley Druckenmiller Dumped Micron and Intel, and More Than 11X'd Duquesne Family Office's Stake in an AI Pioneer

Billionaire Stanley Druckenmiller's Duquesne Family Office sold significant positions in semiconductor stocks Micron and Intel during Q2 2026, likely taking profits after strong stock rallies. Meanwhile, Druckenmiller massively increased Amazon holdings by 1,083%, making it a top-10 position. The moves reflect confidence in Amazon's AI-driven cloud services (AWS) growth while reducing exposure to semiconductor stocks that may be overvalued despite strong AI fundamentals.

08/17/2026, 5:06 AM • The Motley Fool