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

Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks

Nvidia CEO Jensen Huang argues that the current semiconductor boom is fundamentally different from historical cycles because it's driven by AI infrastructure demand rather than consumer demand. He believes the semiconductor industry needs to grow 5-10 times larger. Recent earnings from Nvidia and Intel support continued strong compute demand, though skepticism remains about the sustainability of hyperscaler spending on data centers.

08/02/2026, 8:03 AM • The Motley Fool

President Donald Trump Expects the Stock Market to "Go Through the Roof," but His Own Policies Can Prevent That From Happening

While President Trump's tax policies and Trump Accounts have boosted stock market gains, his tariff policies and Iran war involvement are driving inflation above the Federal Reserve's 2% target. Persistent inflation could force the Fed to raise interest rates, which would increase borrowing costs for companies financing AI expansion through debt, potentially causing the stock market to tumble rather than soar.

08/02/2026, 4:06 AM • The Motley Fool

1 Incredible Reason to Buy Qualcomm Stock Right Now

Qualcomm stock has declined 14% year-to-date, offering a 2.5% forward dividend yield with significant upside potential. The company is targeting $40 billion in non-handset revenue by 2029, including $15 billion from data center operations, while shifting its business model toward AI infrastructure. The dividend is well-covered with only 36% of free cash flow allocated to payouts, leaving substantial resources for growth initiatives.

08/02/2026, 4:05 AM • The Motley Fool

1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool

LEADING SYSTEM INTEGRATOR iBUYPOWER BRANCHES OUT TO PREBUILT AND CUSTOM HIGH-PERFORMANCE PROFESSIONAL WORKSTATIONS

iBUYPOWER, a gaming PC system integrator with 25 years of experience, has expanded into the professional workstation market with a new line of prebuilt and custom systems. The company simultaneously enhanced its warranty coverage to three years for both parts and labor, up from two years previously. The workstation lineup ranges from $3,349 to $19,149 and features configurations with Intel Core Ultra, AMD Ryzen, and high-end GPU options including NVIDIA RTX PRO Blackwell.

07/30/2026, 2:52 PM • GlobeNewswire