ARM vs. Intel: What Revenue Growth Trends Reveal About These Artificial Intelligence Companies

Intel maintains a larger absolute revenue base ($16.1B in Q2 2026) with recent acceleration driven by new CEO Lip-Bu Tan's turnaround efforts, showing 25% year-over-year growth. ARM demonstrates stronger comparative growth momentum, nearly doubling quarterly revenue over two years to $1.3B, with expansion into AI-optimized data center CPUs complementing its dominant mobile device business.

09/25/2026, 3:14 PM • The Motley Fool

WiFi Chipset Market Size, Share, Trends, Opportunity and Forecast to 2031

The global WiFi chipset market is expected to expand at a 4.55% CAGR from $22.11 billion in 2025 to $28.88 billion by 2031, driven by adoption of WiFi 6E and WiFi 7 standards, IoT ecosystem growth, and hybrid 5G-WiFi deployments. However, spectrum congestion and signal interference in densely populated networks pose significant challenges to market expansion.

09/25/2026, 4:56 AM • GlobeNewswire

RF System-on-Chip Market Set for Strong Growth as 5G, IoT and Edge Applications Unlock New Value Chain Opportunities Through the Forecast Period

The global RF System-on-Chip (SoC) market is projected to grow at a compound annual growth rate of 8.5% to 10.5% from 2026 through 2031, driven by 5G deployment, IoT expansion, and automotive applications. The market is valued between USD 5.9 billion and USD 10.7 billion in 2026, with Asia-Pacific leading regional growth. Key technology trends include direct RF-sampling, advanced manufacturing processes (RF-SOI, SiGe, CMOS), and multiprotocol support for smart-home connectivity.

09/24/2026, 5:51 AM • GlobeNewswire

This Stock That’s Climbed 14,000% Since Its IPO Is the Newest Member of the $1 Trillion Club. Is It Still a Buy?

Advanced Micro Devices (AMD) recently joined the $1 trillion market cap club, driven by strong growth in AI chips and data center revenue which doubled year-over-year. While AMD shows promise with competitive AI products and leadership in CPUs, the analyst recommends waiting for a dip as AMD trades at 81x forward earnings compared to Nvidia's 24x, making current valuations less attractive despite the company's strong fundamentals.

09/23/2026, 7:10 AM • The Motley Fool

Edge Cloud Orchestration Market Accelerates as AI, 5G and Distributed Computing Increase Demand for Automated Infrastructure Management

The global Edge Cloud Orchestration Market is projected to grow from USD 0.52 billion in 2025 to USD 4.80 billion by 2035 at a 24.92% CAGR, driven by AI, 5G, IoT, and cloud-native architectures. The U.S. market is expected to reach USD 1.20 billion by 2035 at 22.73% CAGR. Cloud deployment and services are the fastest-growing segments, while North America leads with 38.60% market share and Asia Pacific shows the highest growth potential at 28.47% CAGR.

09/23/2026, 2:30 AM • GlobeNewswire

Nvidia and AMD Can't Make AI Chips Without This Growth Stock. Here's Why It Could Soar.

ASML, a Dutch semiconductor equipment maker, holds a monopoly on extreme ultraviolet (EUV) lithography machines essential for manufacturing advanced AI chips. With Nvidia and AMD relying on ASML's technology through foundries like TSMC, the company is positioned to benefit from surging demand for AI infrastructure and memory chips, expecting 25% growth in foundry/logic sales and 75% growth in memory system sales in 2026.

09/22/2026, 8:15 AM • The Motley Fool

The Global Semiconductor Market Accelerates as AI Computing, Advanced Nodes and Automotive Electronics Reshape Global Chip Demand

The global semiconductor market is projected to grow from USD 758.13 billion in 2025 to USD 2,776.21 billion by 2035, with a CAGR of 13.86%. Growth is driven by AI, 5G deployment, automotive electronics, and advanced process nodes. The U.S. market is expected to reach USD 1,013.43 billion by 2035. Memory devices and networking/communications dominate the market, while automotive is the fastest-growing application segment.

09/21/2026, 6:30 PM • GlobeNewswire

Better Artificial Intelligence Stock: Arm Holdings vs. NVIDIA

The article compares Arm Holdings and NVIDIA as AI investment options. Arm powers 99% of smartphones with 22.8% revenue growth and strong financials, while NVIDIA dominates AI infrastructure with $215.9 billion in revenue and 55.6% net margins. Despite Arm's solid fundamentals, the author recommends NVIDIA due to its superior valuation (24.5x Forward P/E vs. 125x), stronger leadership under CEO Jensen Huang, and greater upside potential in emerging areas like quantum computing.

09/21/2026, 12:33 PM • The Motley Fool

History Says Buying the Nasdaq-100 at the Dot-Com Peak Still (Eventually) Turned $10,000 Into About $72,000

A $10,000 investment in the Invesco QQQ Trust at the dot-com peak on March 27, 2000 would have grown to approximately $72,000 today, but required enduring an 83% loss and a 15-year wait just to break even. While the long-term annualized return of 7.8% was respectable, the S&P 500 performed slightly better from the same entry point, highlighting the risks of concentrated growth indices near market peaks.

09/19/2026, 9:34 PM • The Motley Fool

Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies

Applied Materials and Intel are both benefiting from the AI boom in 2026 after struggling in 2025. Applied Materials achieved record revenue of $9.1 billion in Q2 2026, representing 25% year-over-year growth with a 34% operating margin. Intel's revenue reached $16.1 billion in Q2 2026, also up 25% year-over-year, but the company reported a $10.8 billion net loss due to a non-cash CHIPS Act accounting charge. Applied Materials shows stronger momentum with three consecutive quarterly gains, while Intel maintains higher absolute revenue but faces profitability challenges.

09/19/2026, 1:09 AM • The Motley Fool

Micron Is Poised to Surge After Its Fiscal Year Ends

Micron Technology is expected to deliver strong fiscal 2026 results on September 30, with revenue estimated to increase 3.5x to $129.7 billion and EPS rising 9x to $73.44. The company benefits from severe memory chip supply shortages driven by AI data center demand, with memory prices expected to continue rising into 2027. Analysts project 315% revenue growth for Q1 fiscal 2027, and Micron's attractive PEG ratio of 0.14 suggests the stock remains undervalued despite its 488% gain over the past year.

09/18/2026, 9:32 AM • The Motley Fool

Why Intel Stock Jumped 7.6% Today

Intel stock surged 7.6% after Reuters reported that SK Hynix is exploring a potential deal to lease or form a joint venture at Intel's Ohio manufacturing facility. While talks remain exploratory with no formal agreement, the news boosted Intel for two consecutive trading sessions. The potential partnership could provide a significant customer for Intel's struggling Foundry business, though regulatory hurdles remain a concern.

09/17/2026, 7:04 PM • The Motley Fool

Stock Market Today, Sept. 16: Stocks Slip as Fed Raises Rates

The Federal Reserve raised interest rates by 25 basis points to 3.50%-3.75%, marking the first hike in three years. Major indices declined with the S&P 500 falling 0.45%, Dow Jones dropping 1.21%, and Nasdaq slipping 0.01%. AI stocks recovered slightly with Dell, Intel, and Nvidia finishing in the green. Traders are pricing in potential further rate hikes, which typically pressure equities in the short term but historically lead to gains within a year.

09/16/2026, 5:15 PM • The Motley Fool

Stock Market Today, Sept. 16: Intel Jumps on SK Hynix Memory-Chip Manufacturing Talks

Intel stock surged 4.03% to $101.05 on reports of potential manufacturing talks with SK Hynix to produce memory chips domestically in the U.S. for the first time. Multiple analyst target raises, including Melius Research's $165 price target and potential $200 upside in two years, also drove the gain. The deal could strengthen Intel's foundry business and attract high-profile customers amid growing AI demand.

09/16/2026, 5:09 PM • The Motley Fool

Why Marvell Stock Rallied Today

Marvell Technology stock surged up to 5.4% following reports of a potential deal between SK Hynix and Intel to manufacture memory chips in the U.S. for the first time. As a partner of SK Hynix working on data transfer acceleration, Marvell benefits from any steps to ease the memory chip shortage bottleneck in AI. While Marvell trades at a premium valuation of 34x next year's earnings, its record revenue and accelerating growth support the positive momentum.

09/16/2026, 12:12 PM • The Motley Fool