Small Cap ETFs from iShares Offer Exciting Growth Opportunities. Is IWO or ISCG the Better Buy?

The article compares two iShares small-cap growth ETFs: IWO (Russell 2000 Growth) and ISCG (Morningstar Small-Cap Growth). While ISCG offers a lower expense ratio (0.06% vs 0.24%) and higher dividend yield, IWO has demonstrated superior performance across most timeframes with 41.2% 1-year returns versus 33% for ISCG. The analysis recommends IWO for investors prioritizing performance over cost savings.

06/22/2026, 4:29 PM • The Motley Fool

Nasdaq 100 Tumbles Over 3%, Marvell Crashes 12%: Stock Market Today

U.S. stocks declined sharply on Tuesday as investors rotated out of high-flying chip and AI stocks. The Nasdaq 100 fell 3.3%, the S&P 500 dropped 1.6%, and the Russell 2000 fell 1.3%. Oil prices collapsed 6% following a halt in Israel-Iran strikes. Markets are now pricing in a potential Fed rate hike by October rather than cuts, pressuring richly valued tech stocks. Semiconductor and optical companies led losses, while defensive and financial sectors provided some cushion.

06/09/2026, 1:26 PM • Benzinga

Prediction: This Will Be the Next Supercycle After AI Memory. 1 Stock to Buy Now Before It Surges Another 100%.

Silicon photonics is emerging as the next critical bottleneck in AI infrastructure after high-bandwidth memory. Lumentum Holdings, backed by Nvidia's $2 billion investment and a multibillion-dollar purchase commitment, is positioned to lead this market. The company's new North Carolina manufacturing facility for optical devices is expected to ramp production by mid-2028, potentially driving another 100% stock surge despite already gaining 1,110% over the past year.

06/05/2026, 5:29 PM • The Motley Fool

The Hidden Nvidia Trade Nobody on Wall Street Is Talking About

Nvidia is making strategic investments in AI infrastructure companies including Lumentum, Coherent, and Marvell Technology to secure supply chains and expand its AI hardware ecosystem. These investments in optical networking and custom AI processors position Nvidia to maintain dominance in the AI semiconductor space while potentially generating profitable returns.

06/05/2026, 2:23 PM • The Motley Fool

Nvidia Sends a Message With RTX Spark—This Is What It Says

Nvidia unveiled the RTX Spark, a superchip combining Blackwell RTX graphics, Arm CPU cores, and an NPU for personal computers, marking the company's entry into the PC market. The chip delivers petaflop AI computing power and unified memory for local AI applications. Analysts view this as part of Nvidia's broader strategy to dominate AI across all layers—data centers, edge, PCs, and IoT—with strong revenue growth expected and price targets reaching $500 within 12 months.

06/05/2026, 8:11 AM • Investing

Meta’s AI Monetization Model Sets the Standard for Hyperscaler Capex

Meta's AI-driven ad ranking delivers four times the revenue impact of increased ad load, with Q4 2025 ad revenue up 24% YoY. The company's incremental return on invested capital for AI investments exceeds 20%, validating aggressive capex expansion to $125-145B in 2026. Google's $80B additional AI investment announcement benefits TPU supply chain partners including Broadcom, Celestica, and Lumentum. The broader hyperscaler cohort is projected to spend over $600B on infrastructure in 2026, with 75% targeting AI specifically.

06/03/2026, 5:17 AM • Investing

AI-Chip Rally Powers S&P 500, Nasdaq 100, Dow To Fresh Records: Stock Market Today

U.S. stock indices reached fresh record highs on Tuesday, driven by a surge in semiconductor and AI-infrastructure stocks. Marvell Technology soared 20% after Nvidia's CEO praised it as 'the next trillion-dollar company' and committed a $2 billion investment. Hewlett Packard Enterprise surged 30% on strong earnings and AI orders. Optical networking and chip stocks rallied broadly, while software stocks pulled back significantly.

06/02/2026, 12:53 PM • Benzinga

Zscaler, AutoZone, And Regencell Are Among Top 10 Large-Cap Losers Last Week (May 25-May 29): Are The Others In Your Portfolio?

Ten large-cap stocks experienced significant declines during the week of May 25-29, 2026. Zscaler led losses with a 20.06% drop following disappointing Q3 results and weak Q4 guidance. Other major losers included Boston Scientific (16.95%), AutoZone (14.21%), Regencell Bioscience (12.61%), and Venture Global (10.87%). Declines were attributed to earnings misses, analyst downgrades, and energy sector weakness following geopolitical developments.

05/31/2026, 9:49 AM • Benzinga

These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher

Lumentum Holdings and Applied Materials have significantly outperformed Nvidia in 2026, with gains of 121% and 67% respectively. Both companies benefit from massive AI infrastructure investments. Lumentum's optical components enable high-speed data center connectivity, with revenue up 72% year-over-year. Applied Materials supplies semiconductor manufacturing equipment with accelerating growth expected to continue, with earnings projected to jump 36% in the current quarter.

05/30/2026, 3:13 PM • The Motley Fool

This Fund Manager Has a Brilliant Strategy for Investing in AI Stocks

Hedge fund manager Gavin Baker identifies a valuation inefficiency in AI stocks, arguing that memory chips (Micron, SanDisk) and Nvidia are undervalued while optical stocks (Lumentum, Coherent) are overvalued based on multiple expansion. Baker suggests that if the AI cycle continues uniformly across sectors, cheaper stocks should outperform expensive ones over the long term.

05/29/2026, 9:30 PM • The Motley Fool

Huge News for Lumentum Stock Investors

Rising effectiveness of artificial intelligence is driving positive momentum for Lumentum stock. The company, described as one of the most innovative in the world, is benefiting from the AI boom and blowout earnings trends in the technology sector.

05/26/2026, 6:10 PM • The Motley Fool

Why Is Everyone Talking About Lumentum Stock?

Lumentum (LITE) has gained significant investor attention as data centers become more complex and the company's importance in the AI infrastructure space increases. The stock has surged 169% in 2026, riding the wave of the AI supercycle beyond memory chips.

05/22/2026, 9:25 PM • The Motley Fool

Lumentum Stock Analysis: Buy or Sell?

Lumentum (LITE) is highlighted as an innovative company with soaring demand, positioned as a 'picks and shovels' AI growth stock. The company has gained 169% in 2026 and is riding the next wave of the AI supercycle beyond memory chips. Management is optimistic about the company's prospects.

05/20/2026, 8:16 PM • The Motley Fool

A Deep Dive Into Nvidia’s Latest Portfolio Moves

Nvidia's Q1 2026 13F filing reveals strategic investments in semiconductor and cloud companies, though some announced investments don't appear due to different security structures. The company significantly increased its CoreWeave holdings to $3.657 billion (95% increase in shares), made equal $2 billion investments in both CoreWeave and Nebius, and invested in Coherent for optical networking. Nvidia also made a small $10.4 million biotech investment in Generate Biomedicines.

05/20/2026, 8:33 AM • Investing

Stock Market Today, May 19: Poet Technologies Falls After $400 Million Offering Sparks Dilution Concerns

Poet Technologies stock fell 8.02% to $13.07 after completing a $400 million registered direct offering priced at $21 per share. While management capitalized on elevated stock prices to raise capital for AI photonic interconnect manufacturing, the offering sparked dilution concerns among existing shareholders. The broader market declined with the S&P 500 down 0.65% and Nasdaq down 0.84%.

05/19/2026, 5:03 PM • The Motley Fool