Should You Buy AMD Stock Before Nov. 3?

AMD stock has surged 164% in 2026 ahead of its Nov. 3 earnings report, but the author cautions against buying before the announcement. While AMD's AI accelerators and data center business show strong growth, the stock's 35x forward P/E ratio leaves no room for disappointment. The author recommends a gradual buying approach rather than a large position before earnings, noting that much of the easy gains have already been made.

10/28/2026, 2:00 PM • The Motley Fool

GPU Accelerator Card - Market Size, Share, Trends, and Growth Forecasts, 2026-2031 | AI Infrastructure Investment to Propel the Market to USD 74.86 Billion by 2031

The global GPU accelerator card market is expected to grow from USD 29.18 billion in 2025 to USD 74.86 billion by 2031, with a CAGR of 20.74%. Growth is driven by AI/ML workloads, cloud gaming expansion, and generative AI adoption. However, supply chain constraints in advanced substrates and HBM remain key challenges. OAM modules are gaining momentum while PCIe cards maintain market leadership.

10/27/2026, 11:00 AM • GlobeNewswire

Apple vs. Taiwan Semiconductor: Which Tech Stock Is a Better Buy in 2026?

The article compares Apple and Taiwan Semiconductor Manufacturing as investment options for 2026. While Apple boasts a $5.1T market cap and strong brand ecosystem with $467B in revenue, Taiwan Semiconductor Manufacturing offers faster growth (30% YoY revenue increase vs Apple's 16%), higher profit margins (51% vs 28%), and a lower forward P/E ratio (24.7x vs 36.3x). The author recommends Taiwan Semiconductor as the better long-term investment due to superior growth prospects and valuation, despite geopolitical risks.

10/26/2026, 11:40 PM • The Motley Fool

Why Intel Stock Popped Today

Intel stock rose 4% following bullish analyst remarks from New Street Research predicting a 38% price surge to $125, driven by growing demand for server CPUs from agentic AI applications. Additionally, Intel announced an acquisition of quantum computing software developer Classiq to accelerate quantum computing adoption.

10/26/2026, 8:37 PM • The Motley Fool

Intel and TSMC Are Vying for Chip Fabrication Supremacy. 1 Offers Superior Value.

While Intel's foundry business is showing growth momentum with recent government and Nvidia investments, TSMC remains the superior value investment. Intel's foundry division operates at a 36% loss with a forward P/E of 44x, compared to TSMC's 59% operating margin and 18x P/E ratio. Despite Intel's turnaround narrative gaining market attention, TSMC's profitability and valuation make it the more attractive choice for investors.

10/26/2026, 10:45 AM • The Motley Fool

Breakfast News: Science Strikes Back at Cancer

Cancer treatment breakthroughs dominate ESMO 2026 conference with multiple drugs showing significant survival gains. U.S. stocks declined amid AI spending concerns and rising oil prices, with the Fed expected to hold rates steady Wednesday. Several Motley Fool-recommended companies report earnings this week including Alphabet, Amazon, and Mastercard. TransDigm's stock decline reflects valuation compression rather than business deterioration.

10/26/2026, 7:30 AM • The Motley Fool

Intel vs. SK Hynix: Revenue Trends to Help Investors Weigh Which Artificial Intelligence Stock to Buy

SK Hynix has dramatically surpassed Intel in revenue growth over the past two years, reaching $52.6 billion in Q2 2026 compared to Intel's $16.1 billion, driven by massive demand for advanced memory semiconductors. While SK Hynix achieved historic profitability with a 76% operating margin, Intel is attempting a turnaround under new CEO Lip-Bu Tan, with Q2 2026 marking its highest quarterly sales in two years. The key question for investors is whether SK Hynix's exceptional growth will sustain or face margin pressure as manufacturing capacity expands.

10/25/2026, 1:05 PM • The Motley Fool

SI vs. AI: Super Intelligence Anomaly Outbreaks Trump’d by Clinton Legacy Tech (Veterans First for America)

Tech giants face compliance pressure from California's May 2027 AI Safety Mandate (EO N-9-26) and Pentagon's DFARS frameworks. A military veteran-led consortium has developed AI-119 Vulcan, a hardware-layer cybersecurity solution designed to counter advanced threats like the 'AI Hell Virus' data-poisoning exploit. The solution operates at the physical layer with autonomous threat isolation and kinetic hardware override capabilities, positioning it as a defense against emerging superintelligence risks.

10/25/2026, 6:22 AM • GlobeNewswire

Intel Stock Has Moved an Average of 16% the Day After Its Last 3 Reports. Should You Buy Before the Next One?

Intel stock has experienced volatile swings averaging 16% the day after its last three earnings reports, despite beating forecasts each time. The key driver of stock movement appears to be forward guidance rather than quarterly results. While Intel topped revenue expectations in April (stock surged 24%) and July (stock fell 8% despite strong results), the pattern suggests investors focus on sequential growth rates and capital spending outlooks. With the next earnings report due October 29, the fourth-quarter guidance—particularly regarding supply growth and revenue trajectory—will likely be the critical factor determining stock direction.

10/23/2026, 3:17 PM • The Motley Fool

As the U.S. Pulls Chip Making Back Home, the Toolmakers Win First

As the U.S. invests billions in domestic chip manufacturing, equipment suppliers ASML and Applied Materials are positioned to benefit first, followed by fab operators like TSMC, Intel, and Micron. The supply chain hierarchy means toolmakers get paid before factories reach full production, though each company faces distinct challenges including geopolitical risks, execution hurdles, and market cyclicality.

10/23/2026, 11:45 AM • The Motley Fool

Why Intel Stock Fell Today

Intel stock fell 8.1% on October 22, 2026, as rising oil prices above $112/barrel and concerns about AI infrastructure funding weighed on chip stocks. Meta's report of negative free cash flow and aggressive capex spending raised questions about how companies will finance the AI build-out, threatening sustained demand for Intel's chips.

10/22/2026, 6:36 PM • The Motley Fool

Not Intel. Not AMD. This Is the CPU Stock I'd Buy for the AI Agent Era.

As agentic AI demand surges with an expected 40% CAGR through 2033, server CPU demand is accelerating. While Intel and AMD have benefited significantly from this trend, Arm Holdings is positioned to dominate the market long-term due to its superior energy efficiency (30-60% better than x86), growing market share (from 5% in 2020 to 20% currently), and expected 90% dominance in custom server CPUs by 2029. Arm's licensing model and new server CPU business targeting agentic AI workloads present significant growth opportunities.

10/22/2026, 9:06 AM • The Motley Fool

Nvidia Has 80% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks

Nvidia has concentrated 80% of its investment portfolio in two AI stocks: SpaceX (33%) and Intel (47%). SpaceX shows strong AI revenue growth with $41 billion in annual customer commitments but trades at an expensive 68x sales valuation. Intel reported its fastest quarterly growth in 15 years but continues losing market share to AMD and Arm despite strong CPU demand.

10/22/2026, 4:53 AM • The Motley Fool

ASML Just Announced Fantastic News for Investors in AI Stocks

ASML, the sole manufacturer of extreme ultraviolet lithography machines essential for advanced semiconductor production, reported that customers are placing orders extending to 2030 based on strong chip demand visibility. The company's order book indicates supply constraints for 2027-2028, reinforcing that major tech companies' massive AI infrastructure investments are justified by real demand rather than speculation.

10/20/2026, 6:10 PM • The Motley Fool

Medical Informatics Corp. Launches Sickbay Experience Demo Center at TMC Helix Park: Turning Signal into Action Through Tangible Collaboration

Medical Informatics Corp. (MIC) opened its Sickbay Experience Demo Center at Texas Medical Center Helix Park in Houston. The facility showcases MIC's FDA-cleared Sickbay platform, which aggregates patient monitoring data from diverse medical devices into a vendor-neutral dashboard to improve clinical decision-making and reduce clinician burnout. The center serves as a collaborative hub for health systems and technology partners to experience and validate the interoperability solution.

10/20/2026, 5:55 PM • GlobeNewswire