Why CoreWeave Stock Soared 12% Today

CoreWeave shares gained 12% today despite no company-specific news, benefiting from a broader rally in the AI infrastructure sector. The gains were driven by Nebius's partnership announcement with Palantir, Department of Commerce investments in quantum computing companies, and Intel's processor price increase announcement. CoreWeave remains a volatile, high-risk stock with rapid revenue growth but massive losses due to heavy capital expenditures and debt servicing.

09/08/2026, 4:31 PM • The Motley Fool

Why Intel Stock Rallied Tuesday Morning

Intel stock surged 8-9% on reports of planned 10% CPU price increases aimed at improving gross margins. Northland Securities upgraded Intel to 'outperform' with a $120 price target, citing material progress in the company's turnaround and foundry ambitions. However, analysts note the stock is already expensive at 68x forward earnings.

09/08/2026, 11:29 AM • The Motley Fool

Why Rigetti Computing Popped Today

Rigetti Computing's stock surged up to 12.2% after securing $100 million in CHIPS Act funding from the Department of Commerce to advance superconducting quantum computing research. The government will receive a minority, non-controlling equity stake in the company. While the funding is a positive development for the quantum computing sector, Rigetti remains speculative as it generates minimal revenue ($5.1 million in Q2) and quantum computing is still an emerging technology.

09/08/2026, 10:40 AM • The Motley Fool

History Says What Nvidia's Last Big Acquisition Became. Hugging Face Will Cost Nearly Twice as Much.

Nvidia announced a $12.9 billion acquisition of Hugging Face, nearly double its previous largest acquisition of Mellanox for $7 billion in 2020. While Mellanox's networking business grew into a $31.4 billion revenue line, Hugging Face currently generates ~$150 million annually at an 86x revenue multiple. The deal's success depends on Hugging Face driving developers toward Nvidia's hardware and software ecosystem rather than standalone growth.

09/06/2026, 11:18 PM • The Motley Fool

Did Nvidia Just Say Checkmate to AMD and Intel?

Nvidia announced a $12.9 billion acquisition of Hugging Face, an open-source AI platform, to strengthen its position in the AI ecosystem. Combined with its entry into CPU markets traditionally dominated by Intel and AMD, the move poses competitive challenges to rivals. However, analysts note there is room for multiple players in the growing AI market, and Nvidia has pledged to keep Hugging Face neutral to maintain developer support across all compute providers.

09/06/2026, 6:10 PM • The Motley Fool

Why Intel Stock Climbed This Week

Intel stock rose over 7% this week following an analyst report highlighting the chipmaker's AI growth potential. As AI workloads shift from GPU-based model training to CPU-intensive agentic AI tasks, analyst Trip Chowdhry projects Intel's EPS could grow more than tenfold to $20 by 2031. Dell's recent earnings showing 122% revenue growth in its server segment, which relies on Intel CPUs, provides evidence this trend is already underway.

09/05/2026, 6:20 PM • The Motley Fool

Nvidia Stock Investors Need to Know These Circular Financing Details

The article highlights circular financing as a significant risk factor for Nvidia investors, suggesting this concern is one reason why Nvidia stock is trading at relatively lower valuations. The piece examines financial details that investors should understand when considering Nvidia as an investment.

09/04/2026, 6:30 AM • The Motley Fool

Nvidia Just Delivered a Massive Warning to AMD and Intel Stock Investors

Nvidia reported strong Q2 fiscal 2027 results with 106% revenue growth, driven by data center dominance. The company is aggressively expanding into the server CPU market with its Vera CPU, expecting $20 billion in revenue by 2026 and more than doubling in fiscal 2028. This poses a significant threat to AMD and Intel, which currently dominate the server CPU space but are growing at slower rates. Nvidia's Arm-based architecture is gaining market share as Arm-based CPUs are expected to capture 90% of the server CPU market by 2029.

09/03/2026, 8:23 PM • The Motley Fool

75% of Nvidia's $63 Billion Investment Portfolio Has Been Put to Work in Just 2 Game-Changing AI Stocks

Nvidia has deployed 75% of its $63.4 billion investment portfolio into two major positions: a $30 billion stake in Intel (acquired for $5 billion in December 2025) and a $21 billion stake in SpaceX (via xAI investment converted to SpaceX shares after its June 2026 IPO). While the Intel investment appears secure with strong collaboration potential, the SpaceX position carries significant risk due to the company's negative free cash flow of $16 billion in Q2 2026 and ongoing losses despite its premium valuation.

09/03/2026, 7:06 AM • The Motley Fool

Prediction: This Is What a $1,000 Investment in Intel Will Be Worth by 2030

Intel stock has surged 265% over the past year, driven by strong demand for AI chips and server CPUs. The company reported 25% YoY revenue growth in Q2 with AI revenue jumping 70% YoY. Analysts project Intel could reach $6.68 EPS by 2030, potentially trading at $200 per share (30x earnings multiple), making a $1,000 investment worth approximately $2,300 by 2030, representing a 127% gain.

09/02/2026, 9:23 AM • The Motley Fool

Stock Market Today, Sept. 1: Intel Falls on Chip Stock Pressure

Intel closed down 0.60% at $88.97 on September 1, 2026, as higher Treasury yields and inflation concerns pressured semiconductor stocks broadly. The decline was driven by macro factors rather than company-specific issues, with peers like AMD and Qualcomm also falling. Intel's recent $20 billion equity offering and progress in reducing foundry business losses provide some optimism, though near-term volatility is expected as investors assess whether Intel can maintain its position in the AI market.

09/01/2026, 5:23 PM • The Motley Fool

New Anaqua Report Reveals Surge in AI Semiconductor Patent Filings

A new Anaqua report analyzing 713,755 semiconductor patents reveals AI-related semiconductor patents grew 114% over five years, nearly double the 78% growth of overall semiconductor patents. The analysis shows AI is now the primary driver of semiconductor innovation across chip architecture, GPUs, and inference processors, with major players like Samsung, IBM, Intel, and Chinese entities leading in different AI-chip categories, while hyperscalers like Google and Microsoft increasingly design custom chips.

09/01/2026, 9:00 AM • GlobeNewswire

MEXC Reports Storage and Memory Stock Futures Dominated Trading During Big Tech Earnings Season

During the July-August 2026 U.S. tech earnings season, MEXC data shows storage and memory stocks dominated trading activity at 67.3%, with SK Hynix and Samsung earnings reports triggering significant volume spikes across related assets. Trading peaked outside earnings days for 60% of major tech companies tracked, with SK Hynix reaching peak volume 13 days after earnings following a major capital investment announcement.

09/01/2026, 6:00 AM • GlobeNewswire

Nvidia Just Delivered Bad News for AMD and Intel

Nvidia delivered strong Q2 earnings with 70% expected annual revenue growth for fiscal 2028, significantly exceeding Street expectations of 44%. The company is rapidly expanding into the CPU market with its new Vera CPU for AI agents, projecting $20 billion in CPU revenue for fiscal 2027 and expecting that to more than double in fiscal 2028. This aggressive expansion into CPUs—traditionally dominated by AMD and Intel—poses a competitive threat to both companies, though the growing agentic AI market may provide room for all players.

08/30/2026, 11:22 AM • The Motley Fool

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Rather than betting on which AI chip company will dominate, the author advocates for investing in electricity and utility stocks. Using a 'picks-and-shovels' investment strategy, he argues that regardless of which chipmaker wins the AI race, all AI systems require reliable electricity. He recommends utility stocks like NextEra Energy, Southern Company, Brookfield Renewable Partners, and Black Hills as safer bets that benefit from AI growth while providing dividend income.

08/29/2026, 12:15 PM • The Motley Fool