Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.

Intel Foundry achieved 31% revenue growth to $5.8 billion in Q2 2026, but posted a $2.1 billion operating loss. While the loss per revenue dollar improved significantly from 72 cents to 36 cents year-over-year, nearly 95% of foundry revenue still comes from Intel's internal operations rather than external customers. The unit aims for break-even in 2027, but the stock's valuation at 60x forward earnings assumes the foundry bet has already succeeded.

08/11/2026, 3:07 AM • The Motley Fool

TSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?

TSMC and ASML are identified as two of the best long-term semiconductor stocks due to their dominant market positions. TSMC controls 73% of the foundry market and 90% of advanced AI chips, while ASML dominates with 90% market share in lithography and 100% in extreme ultraviolet equipment. The article recommends both stocks but slightly favors TSMC due to its lower valuation (36x earnings vs. ASML's 56x) and more diversified customer base.

08/10/2026, 8:30 PM • The Motley Fool

ASML Faces a Fresh Threat Out of China. Is the Dip in the Stock Worth Buying?

ASML's stock dipped after reports that a Chinese government-backed company is manufacturing its own DUV lithography systems. While this could accelerate the decline of ASML's Chinese business (which has already fallen from 41% to 16% of revenue due to export restrictions), the company's growing EUV system sales for high-end AI chips outside China could offset losses. Long-term investors are advised to view the dip as a buying opportunity rather than a major threat.

08/10/2026, 2:10 PM • The Motley Fool

Initta Technology Showcases AI-Powered Retail Solutions at Nanchang Partner Conference

Initta Technology, a Chinese POS and self-service terminal manufacturer, repositioned itself as an AI-enabled solutions provider at its annual partner conference. The company, leveraging its Intel Prestige Partnership, launched the Galileo series of self-service kiosks and S-AIoT cloud platform V3.0, featuring AI-powered loss prevention and checkout capabilities built on Intel's latest processors for edge computing.

08/10/2026, 7:50 AM • GlobeNewswire

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Billionaire investor Stanley Druckenmiller has dramatically reduced his exposure to megacap tech stocks, holding only Amazon as a minor position (0.32%) among the Magnificent Seven and completely exiting Alphabet. Instead, he's concentrating his $3 billion portfolio in biotech (Natera at 21%), semiconductors (Taiwan Semiconductor at 5.7%), and emerging markets, while adding positions in semiconductor suppliers like Broadcom, Micron, and STMicroelectronics.

08/08/2026, 2:15 PM • The Motley Fool

The AI Trade Rotation: Money Is Moving Out of Chips and Into This

Investors are rotating money from semiconductor stocks into software stocks in 2026. While chip stocks like Intel have surged over 170% year-to-date, they've become expensive. Meanwhile, software-as-a-service stocks were heavily sold earlier in the year due to AI disruption fears, making them attractive valuations. However, the article advises against abandoning chip stocks entirely, as they continue strong earnings growth and some like Nvidia maintain reasonable valuations.

08/08/2026, 3:54 AM • The Motley Fool

Advanced Micro Devices vs. Sandisk: Comparing the Latest Quarterly Revenue Trends as AI Demand Spikes Sales

AMD and Sandisk are both benefiting from surging AI demand, but with different growth trajectories. AMD shows steady sequential revenue gains, reaching $11.5B in Q2 2026, while Sandisk displays explosive growth accelerating from $1.9B to $9.0B over the same period. Despite AMD's larger scale and stock gains, Sandisk's steeper revenue acceleration and higher net margins (77% vs 14%) explain its remarkable 2,900% share price outperformance.

08/06/2026, 3:34 PM • The Motley Fool

Why ASML Stock Lost 18% in July

ASML stock fell 18% in July due to a broader AI sector sell-off following reports of Anthropic developing its own AI chip, and concerns about Chinese competition in ultraviolet lithography machines. Despite beating Q2 earnings expectations and raising full-year guidance, these headwinds outweighed positive results.

08/04/2026, 8:30 PM • The Motley Fool

Microsoft CEO Satya Nadella Just Announced Great News for AMD Stock Investors

Microsoft CEO Satya Nadella highlighted that CPUs are as important as GPUs for running AI agents, signaling strong future demand for AMD's processors. AMD is well-positioned to capitalize on the shift toward agentic AI, with the server CPU market expected to reach over $120 billion by 2030 with 35%+ annual growth. AMD's competitive advantages include expertise, high switching costs, and recent market share gains over Intel.

08/04/2026, 3:30 PM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

Semiconductor Stocks Are Down 22%. Here's the 1 Chip Stock I'd Buy Right Now.

Semiconductor stocks have declined 22% from their peak due to concerns about AI spending sustainability. Taiwan Semiconductor Manufacturing (TSMC) is highlighted as a top buy opportunity, leveraging its dominant 73% market share, technological lead, massive scale, and pricing power to maintain growth despite the sector pullback.

08/03/2026, 4:30 AM • The Motley Fool

3 Big Takeaways From Microsoft's Earnings

Microsoft reported strong fiscal 2026 Q4 earnings with 18% revenue growth driven by cloud computing, causing shares to surge 16%. The company expects positive free cash flow in fiscal 2027 despite high AI infrastructure investments. Microsoft emphasized that CPUs are equally important as GPUs for agentic AI, signaling a shift in compute capacity ratios and benefiting CPU manufacturers.

08/03/2026, 4:15 AM • The Motley Fool

If I Were in My 20s, I'd Buy This Magnificent ETF and Hold It Until Retirement

The article recommends the Invesco QQQ Trust (QQQ), an ETF tracking the Nasdaq-100 index, as an ideal long-term investment for young investors in their 20s. The Nasdaq-100 is heavily weighted toward technology stocks (70%) and has historically outperformed the S&P 500 with a 10.9% compound annual return over 27 years versus 8.6% for the S&P 500. The article highlights how major tech companies in the index have benefited from the AI revolution, with the top 10 holdings delivering over 500% average returns since 2023.

08/02/2026, 4:15 PM • The Motley Fool

Oracle and Nvidia Shares Have Plunged Over the Past 3 Months. Is It Time to Cut These Tech Stocks Loose?

Oracle and Nvidia shares have declined significantly over the past three months amid investor skepticism about AI infrastructure spending. However, the article argues that selling these stocks may be premature. Nvidia maintains 86% of the GPU data center market with strong revenue growth, while Oracle has $638 billion in remaining performance obligations despite temporary margin pressures from heavy capex investments. Both companies have solid long-term growth prospects despite near-term headwinds.

08/02/2026, 2:15 PM • The Motley Fool

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

The article compares AMD and Arm as investment options in 2026. AMD is a chip manufacturer with strong data center revenue growth (34.3% YoY) but faces manufacturing risks and competition. Arm licenses IP architecture with a 99% smartphone market share, higher profit margins (18.4%), and a more resilient business model. Despite AMD's cheaper valuation (P/E 68.6 vs 108.6), the author recommends Arm due to its superior business model and lower operational risks.

08/02/2026, 8:30 AM • The Motley Fool