Sandisk Stock: Buy, Sell, or Hold?

Sandisk stock has quintupled year-to-date and appears poised for further gains as Samsung's announcement of multiyear memory chip deals with Nvidia, Microsoft, and Alphabet through 2031 intensifies the memory shortage. Sandisk is growing faster than Samsung (372% vs 130% YoY revenue growth) and securing similar long-term contracts, providing revenue visibility and pricing power. With a 77% net profit margin and only a 20 P/E ratio, the company is well-positioned to capitalize on sustained AI-driven demand for memory chips.

09/02/2026, 2:12 PM • The Motley Fool

Growth ETF Showdown: Vanguard Morningstar Growth ETF vs. iShares Small-Cap 600 Growth ETF

The article compares two growth-focused ETFs with divergent strategies: Vanguard Morningstar Growth ETF (VUG) concentrates on megacap tech leaders with an ultra-low 0.03% expense ratio and $372B in assets, while iShares S&P Small-Cap 600 Growth ETF (IJT) offers broader diversification across 377 small-cap stocks with a 0.18% expense ratio. IJT delivered stronger 1-year returns of 23% versus VUG's 16.2%, but VUG outperformed over 5 years with $1,802 growth on $1,000 invested compared to IJT's $1,343. The choice depends on investor risk tolerance and portfolio goals.

09/02/2026, 1:37 PM • The Motley Fool

Comparing Global ETFs: Vanguard's VXUS vs. State Street's Climate-Focused NZAC

Vanguard's VXUS and State Street's NZAC offer different approaches to global investing. VXUS provides broad international exposure (excluding U.S.) with 8,600+ holdings, lower costs (0.05% expense ratio), and higher dividend yield (2.5%). NZAC focuses on climate-aligned companies globally with 628 holdings and a 0.12% expense ratio. Both delivered comparable 5-year returns, but VXUS is better for general international diversification while NZAC suits investors prioritizing climate-conscious investing.

09/02/2026, 1:04 PM • The Motley Fool

With Tim Cook's Era Ending, Is Apple Stock a Buy Under John Ternus?

Tim Cook's 15-year tenure as Apple CEO generated a 2,300% stock return, but the company struggled to keep pace in AI, partnering with Google instead. Incoming CEO John Ternus faces the challenge of establishing Apple's tech leadership in a new area. With Apple's market cap already at $4.6 trillion and a P/E ratio of 36, investors should treat the stock as a hold until Ternus demonstrates a clear path forward.

09/02/2026, 6:15 AM • The Motley Fool

Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow

The article ranks the Magnificent Seven tech stocks by their future cash flow per share, identifying Meta Platforms and Amazon as the most attractive valuations, while Apple and Tesla appear overvalued. Meta benefits from its 3.6 billion daily users and AI-enhanced advertising, while Amazon's high-margin AWS segment is accelerating growth with generative AI integration.

09/02/2026, 5:06 AM • The Motley Fool

Forget the Chip Shortage -- Anthropic's Real Constraint Is Electricity. Here's the Energy Stock That Wins.

As AI data centers rapidly expand, electricity has become a critical bottleneck for hyperscalers, with the U.S. AI sector potentially requiring 50 GW of power by 2028. GE Vernova is well-positioned to capitalize on this demand through its gas turbines and power solutions, with heavy-duty gas equipment orders jumping fourfold in Q2 and a backlog reaching $176 billion.

09/02/2026, 4:25 AM • The Motley Fool

If the September Effect Hits Artificial Intelligence (AI) Stocks This Year, History Says This Is the Best Place to Hide

September historically shows negative returns averaging -1.1% for the S&P 500 since 1928. With the Magnificent Seven AI stocks comprising 34% of the index, concentration risk could amplify seasonal weakness. However, recent years show mixed results—2023 saw declines while 2024-2025 posted gains. Rather than avoiding AI stocks entirely, investors should rebalance positions and rotate into defensive assets like gold, utilities, and bonds during September weakness.

09/01/2026, 7:30 PM • The Motley Fool

Better Total Stock Market ETF: Vanguard's VTI vs. Schwab's SCHB

Vanguard's VTI and Schwab's SCHB are nearly identical total market ETFs, both charging 0.03% expense ratios with matching performance. VTI holds approximately 1,200 more stocks, providing deeper small-cap exposure and $2.3 trillion in assets, while SCHB offers a lower share price and is ideal for Schwab customers. Both are suitable core portfolio holdings for long-term investors.

09/01/2026, 5:10 PM • The Motley Fool

Registered Agents Inc Is Getting Into the Registry Game

Registered Agents Inc (RAI) has launched Astronym Registry™, a new domain registry infrastructure built from scratch to provide gTLD operators and ccTLDs with an independent alternative to publicly-traded registry solutions. Led by 40-year domains veteran Christopher Ambler, the company has applied for six new generic top-level domains through ICANN's 2026 New gTLD Program and is pursuing partnerships with existing registry operators.

09/01/2026, 1:51 PM • GlobeNewswire

MLCommons Releases New MLPerf Storage v3.0 Benchmark Results

MLCommons released MLPerf Storage v3.0 benchmark results, introducing new KV Cache and Vector Database tests for AI inference workloads, and adding S3 object storage support alongside POSIX. Nineteen organizations submitted results, including eleven first-time submitters. The benchmark reveals significant variations in power efficiency across storage solutions, with on-premises checkpointing achieving up to 201 GB/second per watt.

09/01/2026, 11:00 AM • GlobeNewswire

SpaceX Is Spending $18.4 Billion a Quarter. Should Investors Be Worried?

SpaceX's quarterly capital expenditures of $18.4 billion raise questions about investor returns, but the spending is primarily directed toward AI infrastructure ($15.8 billion) and other growth initiatives. With 247% year-over-year AI revenue growth and payback periods under a year, the investments appear justified for now. However, investors should monitor whether SpaceX can maintain attractive returns as competition in data center infrastructure intensifies and the company's $1.9 trillion valuation leaves little room for mediocre returns.

09/01/2026, 10:20 AM • The Motley Fool

Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now

Nebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.

09/01/2026, 10:15 AM • 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

Allegro Packets Extends Packet-Level Visibility from the Edge to the Cloud with Version 4.7

Allegro Packets has released new capabilities including Edge Visibility Sensor and Cloud Edition in version 4.7, extending packet-level network analysis to endpoints and cloud infrastructures. The update also introduces a local AI assistant for faster troubleshooting, enabling IT teams to monitor traffic across hybrid networks from client devices through cloud platforms without compromising data security.

09/01/2026, 8:00 AM • GlobeNewswire

If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

With the S&P 500 trading at historically high valuations (CAPE ratio of 41.8), the article identifies SpaceX and Datadog as two growth stocks that could be vulnerable to sharp corrections if market turmoil occurs. SpaceX trades at a P/S ratio of 83 despite strong AI business potential, while Datadog's P/S ratio of 21.8 is elevated compared to peers, making both susceptible to downside risk in a market downturn.

09/01/2026, 7:20 AM • The Motley Fool