AMD vs. Intel: Which Chip Stock Has More Upside From Here?

Both AMD and Intel are capitalizing on the AI boom with strong financial results, but AMD appears to have more upside potential. AMD is growing faster, gaining market share in data centers, and trading at a more attractive valuation (39.5x forward earnings vs. Intel's 63.3x), while Intel continues to face manufacturing challenges despite recent improvements.

10/08/2026, 12:30 PM • The Motley Fool

Is Intel a Buy After Its High-NA EUV Breakthrough?

Intel has achieved a major High-NA EUV manufacturing milestone, but its foundry turnaround faces critical tests ahead. Success will depend on securing external customers, improving factory utilization, and demonstrating better economics to create meaningful shareholder value.

10/08/2026, 10:28 AM • The Motley Fool

Elon Musk Just Shared Bad News for Intel Shareholders

Elon Musk confirmed that TSMC is in talks with Terafab alongside Intel, threatening Intel's position as the exclusive chip manufacturing partner for SpaceX and Tesla's joint venture. This development casts doubt on Intel's ability to meet Terafab's needs and could significantly impact Intel's foundry business growth, despite the company's recent stock rally and accelerated 14A production timeline.

10/08/2026, 7:29 AM • The Motley Fool

BigBear.ai vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

The article compares two early-stage, unprofitable tech companies: BigBear.ai, which provides AI solutions to U.S. government agencies, and IonQ, a quantum computing pioneer. BigBear.ai faces declining revenue and dangerous customer concentration (51% from customers over 10%), while IonQ shows triple-digit revenue growth but massive cash burn. The author recommends IonQ for patient investors due to its more diversified customer base and expanding commercial opportunities, despite both being speculative bets.

10/07/2026, 2:25 PM • The Motley Fool

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

SK Hynix emerges as the superior semiconductor investment for 2026, driven by explosive AI-related demand and strong financial performance ($31.6B net income, 47% revenue growth), while Intel struggles with negative cash flow, shareholder litigation, and a $11B projected net loss despite strategic partnerships and foundry expansion efforts.

10/07/2026, 12:38 PM • The Motley Fool

Advanced Micro Devices vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Broadcom as semiconductor investments for 2026. AMD shows strong growth with 34% revenue increase and expanding AI chip demand, while Broadcom demonstrates superior profitability with 36.2% net margins and diversified revenue streams. Despite AMD's higher growth expectations, Broadcom is recommended as the better buy due to its lower valuation multiples (30.4x forward P/E vs. 83.1x), stronger free cash flow ($26.9B vs. $6.7B), and more established market position with major tech clients.

10/07/2026, 9:40 AM • The Motley Fool

Nvidia Hits a New All-Time High. Is the AI Stock a Buy?

Nvidia reached a new all-time high of $243.37 per share, driven by positive macro conditions and strong AI sector momentum. Trading at a P/E ratio of 30, the stock appears undervalued compared to peers like AMD (166 P/E) and Intel (103 P/E), with Wall Street expecting 67% revenue growth to $687 billion in fiscal 2028. While the law of large numbers may eventually constrain growth and competition from AMD, Intel, and custom chips from Amazon and Google pose risks, analysts view Nvidia as well-positioned to capitalize on AI growth and recommend it as a strong buy.

10/06/2026, 9:15 PM • The Motley Fool

Not Nvidia. Not Micron. If I Could Buy and Hold Only 1 Artificial Intelligence (AI) Chip Stock Through 2030, It Would be This One.

While Nvidia and Micron dominate AI chip headlines, Taiwan Semiconductor Manufacturing (TSMC) is positioned as the superior long-term AI infrastructure play. TSMC controls ~73% of the foundry market and ~90% of advanced-node capacity, making it the critical bottleneck in AI chip production. With AI-accelerator revenue expected to compound at 50%+ through 2030, strong financial growth (36% YoY revenue growth in 2025), expanding margins, and a forward P/E of 28, TSMC offers better value than chip designers while maintaining a durable competitive moat.

10/06/2026, 11:15 AM • The Motley Fool

Will Intel Bring Back Its Dividend Now That Its Stock Has Tripled?

Despite Intel's stock tripling in 2026, the company is unlikely to restore its dividend anytime soon. Intel suspended its dividend in late 2024, conditioning its return on achieving sustainably higher free cash flow. However, the company's adjusted free cash flow remained negative in both quarters of 2026, with capital spending expected to exceed $20 billion this year and rise further in 2027. A recent $23 billion stock offering and growing debt suggest Intel is prioritizing investment in manufacturing capacity over shareholder returns.

10/06/2026, 3:16 AM • The Motley Fool

Advanced Micro Devices vs. Intel: Which Semiconductor Stock Is a Better Buy in 2026?

AMD and Intel are competing for dominance in the AI chip market. AMD is experiencing rapid growth with 34.3% revenue increase and strong data center performance, while Intel is undergoing a turnaround with improving results but negative free cash flow. The article recommends AMD as the better buy due to faster growth, cleaner business trajectory, and lower execution risk.

10/05/2026, 4:19 PM • The Motley Fool

Why Sandisk Stock Rocked the Market Last Month

Sandisk stock surged over 11% in September 2026 due to optimistic forecasts about persistent memory shortages driven by AI demand. Intel's CEO warned of memory scarcity extending to 2028, while Citigroup predicted shortages lasting until 2031. Analyst upgrades from Rosenblatt (buy rating, $2,400 target) and Mizuho, plus Sandisk's addition to the S&P 100 index, further boosted the stock. The company is well-positioned as a trusted flash memory manufacturer to benefit from the AI infrastructure build-out.

10/05/2026, 8:31 AM • The Motley Fool

Broadcom vs. Intel: What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Broadcom has capitalized on the AI boom with explosive revenue growth, reaching $29.6 billion in Q2 2026 (86% YoY increase), while Intel struggled initially but is showing signs of recovery under new CEO Lip-Bu Tan with 25% YoY growth in Q2 2026. The widening revenue gap between the two semiconductor companies reflects their divergent success in capturing AI market opportunities.

10/04/2026, 7:16 PM • The Motley Fool

ASUS Googlebook 14 Now Available for Purchase in Canada

ASUS announced the launch of the Googlebook 14 in Canada, an ultraportable 14-inch laptop designed specifically for Gemini Intelligence. Weighing 0.99kg with Intel Core Ultra Series 3 processor, 3K OLED touchscreen, and seamless Android integration, the device starts at C$1,799. Eligible purchasers receive 12 months of Google AI Pro, 5TB cloud storage, and various software bundles including YouTube Premium and Adobe Premiere.

10/04/2026, 9:00 AM • GlobeNewswire

ASUS Googlebook 14 Now Available for Purchase in the United States

ASUS announced the availability of the ASUS Googlebook 14 (CX9406CAA), a 14-inch ultraportable laptop designed for Gemini Intelligence. Priced at $1,299, the device features an Intel Core Ultra 5 325 processor, 3K OLED touchscreen, weighs 2.18lbs, and offers up to 18 hours of battery life. Purchasers receive up to $500 in bundled apps and services including 12 months of Google AI Pro and 5TB of cloud storage.

10/04/2026, 9:00 AM • GlobeNewswire

Intel Was Worth About 28 Times as Much as AMD 10 Years Ago. Now AMD Is Worth About 60% More.

AMD's market value has surpassed Intel's by 60% as of 2026, a dramatic reversal from 2016 when Intel was worth 28 times more. AMD captured significant market share in server processors (34.5% vs 3.2% in 2018) by leveraging Taiwan Semiconductor's advanced manufacturing, while Intel struggled with its own foundry operations. Intel's turnaround depends on winning back external foundry customers, but currently only 5% of foundry revenue comes from outside clients, suggesting the turnaround remains incomplete despite recent operational improvements.

10/03/2026, 5:12 AM • The Motley Fool