Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?

Nvidia is rapidly gaining market share in the server CPU market with its Grace and newly launched Vera processors, which claim significant performance advantages over Intel and AMD's x86-based chips. While Intel and AMD currently dominate with combined data center revenues around $50 billion annually, Nvidia is projected to capture $20 billion in Vera server CPU revenue this fiscal year alone. Analysts predict Arm-based CPUs could capture nearly 90% of the server CPU market by 2029, potentially threatening Intel and AMD's growth momentum.

07/30/2026, 8:23 AM • The Motley Fool

Better Buy Amid the Tech Crown Shift : Apple vs. Nvidia

Apple and Nvidia, both valued at ~$5 trillion, compete for the world's most valuable company title. Nvidia dominates the AI data center GPU market with 86% share and is expanding into CPUs, with strong earnings growth of 140% YoY. Apple is taking a different approach, leveraging its new Siri AI to drive iPhone upgrades and expand subscription services. While both are solid investments, Nvidia has a slight edge due to greater growth opportunities from ongoing data center expansion.

07/29/2026, 1:30 PM • The Motley Fool

Intel's Data Center Revenue Soared 59% in the Second Quarter. So, Why Did Wall Street Sell the Stock?

Intel reported impressive Q2 2026 earnings with 59% growth in its Data Center and AI division and 25% overall revenue growth—the fastest in 15 years. However, the stock fell 8% due to an $11.03 billion GAAP net loss (driven by a $12.5 billion non-cash CHIPS Act charge) and significantly higher capital expenditure guidance of $20 billion for 2026, up from original plans. While the core business is improving with strong margins and data center momentum, the unprofitable Foundry segment continues to drag on financials.

07/29/2026, 1:15 PM • The Motley Fool

Sandisk Trades at 43 Times Earnings and 7 Times Next Year's Earnings Estimates. What Has to Go Right for the Cheap Number to Win?

Sandisk stock fell sharply (22.8% over two days) amid broader memory chip sector selloff. The stock presents a valuation puzzle: trading at 43x trailing earnings but only 7x forward earnings. This disconnect reflects the company's dramatic recovery from losses a year ago to $23 per share earnings as AI-driven NAND flash demand surged. The cheap forward multiple assumes earnings will continue climbing well beyond management's guidance, requiring sustained NAND price increases into 2027. While the company has secured multi-year supply agreements and maintains zero debt, the valuation carries significant cycle risk.

07/28/2026, 8:12 PM • The Motley Fool

Nvidia's Quiet Bet on AI Sandboxes Could Decide Who Wins the AI Agent Era

As AI agents begin executing code rather than just generating text, enterprises will need isolated sandbox environments to safely run generated code. This creates a new infrastructure market where Nvidia bets on faster cores, AMD on more cores per rack, Intel on existing x86 compatibility, and hyperscalers on custom silicon. The winner will be determined by which approach most efficiently completes agent tasks at scale.

07/28/2026, 1:34 PM • The Motley Fool

MEXC Users Put Nearly a Third of First-Month RealStocks Volume Into SpaceX

MEXC's RealStocks platform, which launched June 1st offering access to 7,000+ US stocks and ETFs, reported strong first-month trading insights. SpaceX dominated with 29.70% of trading volume, while seven AI-related assets collectively captured 23.67% of volume. The platform attracted over 120,000 users in its first month, with more than 40% of volume distributed outside the top 10 holdings, indicating portfolio-building behavior rather than speculative trading.

07/28/2026, 6:44 AM • GlobeNewswire

Intel Just Secured a Huge Customer for Its Foundry Business

Intel announced Fortinet as its first named customer for its foundry business, a significant milestone for the division. While the foundry segment showed strong 31% revenue growth to $5.8 billion in Q2, it remains unprofitable with a $2.1 billion loss. However, analysts caution that Intel's 150% stock surge this year may have already priced in these gains, with the stock trading at a forward P/E multiple exceeding 100, presenting potential downside risk despite positive business momentum.

07/27/2026, 4:30 PM • The Motley Fool

Intel Stock Fell Despite Incredible Results. History Says a $1,000 Investment Will Be Worth This Much in 3 Years

Intel stock fell 8% following strong Q2 earnings that beat Wall Street expectations, with revenue up 25% YoY and EPS improving significantly. The company's AI chip business is booming with custom AI processor revenue nearly tripling. Analysts project Intel could see its $1,000 investment grow to $1,750 within three years based on expected revenue growth to $82 billion by 2028 and potential multiple expansion, though larger gains are possible given strong AI demand and cost reduction initiatives.

07/27/2026, 1:23 PM • The Motley Fool

Is Intel Stock a Buy After Its Latest Earnings Report?

Intel reported strong Q2 2026 earnings with adjusted EPS of $0.42 (double expectations) and revenue of $16.1 billion (nearly $1.7B above estimates), driven by surging AI demand. However, the stock fell 33% in the past month due to concerns over raised capex guidance ($20B for 2026, with 2027 expected to be significantly higher) and potential shareholder dilution. While the company benefits from AI infrastructure buildout, the stock trades at 59x forward earnings and carries high volatility risk dependent on sustained AI demand.

07/27/2026, 11:33 AM • The Motley Fool

Here's Why Qualcomm Is Still Overlooked vs. Nvidia and Intel

Qualcomm is overlooked by Wall Street despite a strategic transition from mobile chips to a diversified edge-to-cloud infrastructure leader. While handset business weakness pressures near-term results, the company expects non-handset revenue to reach $40 billion by fiscal 2029, with data center revenue alone projected to hit $15 billion. Recent deals with Meta and decades of low-power computing expertise position Qualcomm competitively, yet the stock trades at modest valuations compared to peers.

07/26/2026, 1:15 PM • The Motley Fool

Intel Just Posted Its Fastest Revenue Growth in More Than 15 Years, but the Stock Is Falling. Here's What's Going On.

Intel reported strong Q2 2026 results with 25% year-over-year revenue growth to $16.1 billion and a swing to $0.42 adjusted EPS profitability, driven by AI and data center demand. Despite initial 12% after-hours gains, the stock fell below Thursday's closing price by Friday as investors reassessed the company's 60x P/E valuation, which assumes sustained high growth rates.

07/24/2026, 4:23 PM • The Motley Fool

QQQ vs. VGT: Where Should You Invest $1,000 Right Now?

The article compares two tech-focused ETFs: Invesco QQQ (tracking Nasdaq-100) and Vanguard Information Technology ETF (VGT). QQQ offers better diversification with ~30% non-tech holdings providing downside protection, while VGT is a pure tech play with lower expenses (0.09% vs 0.10%). The author recommends QQQ for its balance amid inflation concerns and geopolitical risks, though both ETFs remain viable for those bullish on AI-driven earnings growth.

07/24/2026, 2:33 PM • The Motley Fool

Why Did Intel Stock Drop Friday?

Intel reported strong Q2 earnings with pro forma EPS of $0.42 (beating $0.21 expectations) and sales of $16.1 billion (vs. $14.3B expected), marking its best sales performance in 15 years. However, GAAP earnings showed a loss of $2.16 per share, causing the stock to drop 4-6% despite positive indicators including improved gross margins (40.4%), positive free cash flow of $1.9 billion, and guidance for continued margin expansion and potential Q3 GAAP profitability.

07/24/2026, 2:03 PM • The Motley Fool

Will Trump Nationalize SpaceX? Here's What Betting Markets Are Predicting Post-IPO.

The Trump Administration has shown willingness to take ownership stakes in critical U.S. companies. Senator Bernie Sanders has proposed an American AI Sovereign Wealth Fund Act to give the public direct ownership in major AI companies including xAI (SpaceX's AI division). Betting markets initially showed ~11% odds of SpaceX nationalization by January 2027, but these odds have fallen to ~4% as of the article's publication date.

07/24/2026, 1:05 PM • The Motley Fool

Why Did Micron Stock Drop Friday?

Micron stock fell 5.7% Friday despite bullish semiconductor news. Citigroup called the sector sell-off a buying opportunity, citing strong AI and data center demand for memory chips. Intel also reported better-than-expected earnings with 25% revenue growth. However, investors sold Micron shares anyway, seemingly misreading the positive industry developments.

07/24/2026, 10:33 AM • The Motley Fool