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

Stock Market Today, July 23: Tesla Drops 15%, Leading Tech Stock Slide

Major technology stocks declined sharply on July 23, 2026, as investors grew concerned about massive AI infrastructure spending without clear returns. Tesla fell 15% and Alphabet dropped 7% following earnings reports. The Nasdaq Composite fell 2.15%, S&P 500 lost 1.21%, and the Dow declined 0.97%. Rising oil prices and Treasury yields added to the risk-off sentiment, while industrials and healthcare showed relative strength.

07/23/2026, 5:10 PM • The Motley Fool

Multiverse Computing Unveils Breakthrough: All CompactifAI Models Now Run on Intel Xeon 6 Processors

Multiverse Computing announced its CompactifAI-compressed version of Llama 3.3 70B now runs on Intel Xeon 6 processors, delivering 93.6% improvement in output throughput and 48.6% latency reduction while maintaining 97% baseline accuracy. The compressed model reduces disk size by 50% and integrates with mainstream open-source frameworks, targeting enterprise applications in finance, healthcare, and manufacturing.

07/23/2026, 9:00 AM • GlobeNewswire

Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader

As AI infrastructure shifts from training large language models to inference and agentic AI workloads, AMD is positioned to outperform Nvidia. AMD's chiplet design with greater memory capacity, MEXT acquisition for memory optimization, and leadership in high-performance data center CPUs position it well for the growing demand in inference and agentic AI applications where CPU-to-GPU ratios will increase significantly.

07/22/2026, 2:25 PM • The Motley Fool

Why Intel Stock Popped on Tuesday

Intel stock surged 8.4% on Tuesday following multiple positive developments: the company announced plans to lay off workers in its data center division to achieve over $10 billion in annual savings, partnered with Fortinet to develop a secure semiconductor chip using Intel's foundry services, and benefited from TSMC's announcement of price increases for contract manufacturing services, which strengthens Intel's competitive positioning in the AI chip market.

07/21/2026, 2:31 PM • The Motley Fool

Memory Stocks Spark a Market Rebound; Dow Jones Joins the Party

All three major stock indexes climbed together on Tuesday, driven by a semiconductor rally led by memory chip stocks. Micron surged 10.1% after Morgan Stanley predicted memory prices could rise 25% due to AI demand, while SK Hynix jumped 10.9%. The semiconductor ETF gained 5.2%, with broad-based chipmaker gains despite geopolitical tensions and trade tariff announcements. Industrial stocks like 3M and Caterpillar also contributed to the Dow's advance.

07/21/2026, 12:05 PM • The Motley Fool

Ethernet Controller Market Size to Worth USD 25.44 Billion by 2035 | Research by SNS Insider

The global Ethernet Controller Market is projected to grow from USD 12.99 Billion in 2025 to USD 25.44 Billion by 2035, with a CAGR of 6.95%. Growth is driven by AI infrastructure, cloud computing, hyperscale data centers, and automotive Ethernet technologies. North America leads the market, while Asia Pacific is expected to witness the highest growth.

07/21/2026, 3:30 AM • GlobeNewswire

Market Indexes Play Favorites: Tech Wins, Industrials Sulk on Monday

Tech stocks rallied on Monday while industrial stocks lagged, with the Nasdaq up 0.57% and the Dow down 0.30%. Alphabet surged 3% after reports of a new AI chip called 'Frozen v2' that runs Google's Gemini models more efficiently. The semiconductor sector broadly rallied on the news. However, Apple fell 2.4% and Caterpillar dropped 1.2%, offsetting gains. Over 300 companies report earnings this week, with investors seeking clarity on AI spending.

07/20/2026, 12:21 PM • The Motley Fool

Why Intel Stock Soared 278% In the First Half of 2026

Intel's stock surged 278% in the first half of 2026 following better-than-expected Q1 results, strong data center revenue growth, and new partnerships with Apple, Tesla, and SpaceX. However, shares have fallen 28% since June as investors question the stock's expensive valuation with a P/E ratio of 904 compared to the tech sector average of 34.

07/20/2026, 10:10 AM • The Motley Fool

TSMC vs. ASML: Which Is the Better AI Semiconductor Ecosystem Stock to Buy?

The article compares TSMC and ASML as investment opportunities in the AI semiconductor ecosystem. TSMC has a virtual monopoly on advanced logic chip manufacturing and is benefiting from strong AI demand with 34% Q2 revenue growth and 67.6% gross margins. ASML holds a monopoly on EUV lithography machines essential for chip production but shows slower growth (21% Q2 revenue) and lower margins (54%). The author recommends TSMC as the better buy, trading at a forward P/E of 19x versus ASML's 30.5x, citing superior growth prospects and undervaluation.

07/19/2026, 9:20 AM • The Motley Fool

Intel Stock Soared About 278% in the First Half of 2026, Then Fell 10% in a Single Day. Buy the Dip or Run for the Hills?

Intel's stock surged 278% in H1 2026 under CEO Lip-Bu Tan due to successful 18A process adoption and foundry business wins from Tesla and Apple. However, a 10% single-day drop in July suggests the stock price has outpaced fundamentals. With forward P/E ratios of 127-89 and modest 7% revenue growth, analysts recommend holding rather than buying, as the valuation appears years ahead of anticipated earnings growth.

07/19/2026, 4:02 AM • The Motley Fool

Prediction: SOXX Is About to Outperform SMH. Here's Why.

The iShares Semiconductor ETF (SOXX) is positioned to outperform the VanEck Semiconductor ETF (SMH) due to superior portfolio construction. While both are market-cap-weighted semiconductor ETFs with similar holdings, SOXX applies stricter weighting caps (8% for top 5 holdings, 4% for others) compared to SMH's 20% limit. This makes SMH dangerously concentrated with a 30% combined allocation to Nvidia and TSMC, creating significant concentration risk. SOXX's more diversified approach is expected to provide better risk-adjusted returns over the next 6-12 months.

07/18/2026, 3:16 PM • The Motley Fool

Stock Market Today, July 17: Stocks Slide as Semiconductor Rout Deepens

Major stock indices declined on July 17, 2026, as a semiconductor sell-off deepened amid geopolitical tensions and concerns about AI spending sustainability. The Nasdaq fell 1.40%, S&P 500 dropped 1.01%, and Dow Jones slipped 0.77%. Travelers Companies surged 9% on strong earnings, while chip stocks including Nvidia, AMD, and Intel tumbled. The PHLX Semiconductor Index has fallen over 13% in the past month despite being up 63% year-to-date.

07/17/2026, 5:13 PM • The Motley Fool

2 AI Stocks Poised for Outperformance Over the Next 5 Years

Microsoft and Advanced Micro Devices are positioned to outperform over the next five years as AI adoption drives data center expansion. Microsoft's stock has fallen 30% from recent highs, offering a buying opportunity with strong cloud and Copilot demand, while AMD is benefiting from growing AI inference demand and gaining server CPU market share from Intel.

07/17/2026, 4:05 AM • The Motley Fool

Edge AI Software Market Surges to $8.89 billion at a CAGR 24.4% by 2031 | Report by MarketsandMarkets™

The global Edge AI Software Market is projected to grow from USD 2.40 billion in 2025 to USD 8.89 billion by 2031, at a CAGR of 24.4%. Growth is driven by increasing demand for real-time AI-powered decision-making, localized data processing, and lower latency requirements. Asia Pacific is the fastest-growing region, while services segment outpaces software segment growth.

07/16/2026, 10:00 AM • GlobeNewswire