Advanced Micro Devices vs. ASML: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and ASML as semiconductor investment options for 2026. AMD designs AI chips for data centers with strong 34.3% revenue growth, while ASML manufactures the lithography equipment essential for producing advanced chips. The author recommends ASML due to its monopolistic position serving the entire AI chip industry, despite AMD's impressive performance. ASML trades at more conservative valuations with a Forward P/E of 41.6x versus AMD's 84.5x.

10/08/2026, 7:22 PM • The Motley Fool

Better Cloud AI Pick: CoreWeave or Nebius Group?

CoreWeave and Nebius are competing AI cloud computing providers with impressive growth rates. Nebius grew 454% in Q2 versus CoreWeave's 112%, but CoreWeave is projected to have significantly larger revenue ($26.3B vs $12.3B by 2027) and is closer to profitability. The article concludes CoreWeave appears to be the better value pick, though both companies carry significant execution risk.

10/08/2026, 11:45 AM • The Motley Fool

Resilinc Brings Supply Chain Risk and Compliance Intelligence into Microsoft Copilot

Resilinc announced a new plugin for Microsoft Copilot that enables authorized enterprise users to access real-time supply chain risk and compliance intelligence through natural language queries. The plugin integrates Resilinc's supply chain data—including supplier, disruption, and compliance information—directly into Microsoft applications while maintaining existing security and governance controls. This collaboration builds on previous demonstrations and includes industry-specific initiatives like an automotive supply chain workshop.

10/08/2026, 11:00 AM • GlobeNewswire

1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Joins Nvidia in the $5 Trillion Club

Alphabet is positioned to become the next company to reach a $5 trillion market cap by 2028, leveraging its vertically integrated AI businesses across infrastructure (TPUs), cloud services, Gemini models, search/advertising, and autonomous vehicles (Waymo). Wall Street forecasts Alphabet's earnings will grow from $11.81 to nearly $18 per share by 2028, requiring only a 19% market cap increase to reach $5 trillion without multiple expansion.

10/08/2026, 10:30 AM • The Motley Fool

3 Glorious Growth Stocks to Buy Hand Over Fist if the Stock Market Crashes

With the S&P 500 trading at historically elevated valuations (second-highest since the dot-com bubble), rising inflation, interest rate hikes, and potential AI development slowdowns pose risks to the market. The article recommends three stocks as potential buying opportunities if a market correction occurs: Zscaler for its zero-trust cybersecurity solutions, Uber for its autonomous vehicle partnerships, and DigitalOcean for its AI data center infrastructure.

10/08/2026, 6:04 AM • The Motley Fool

Big Tech Keeps Signing Nuclear Deals With the Same Company. Here's Who It Is and Why That Matters More Than Any Single Deal.

Constellation Energy, the largest nuclear power operator in the U.S., is becoming the go-to provider for major tech companies seeking reliable power for AI infrastructure. The company's latest deal with Google adds 890 megawatts to the grid, highlighting its strategic position as an independent power producer operating outside regulated utility frameworks. With long-term contracts (up to 20 years) and a diversified energy portfolio, Constellation is well-positioned for sustained growth as electricity demand is projected to surge 60% by 2045.

10/07/2026, 9:15 PM • The Motley Fool

The S&P 500 Just Reached a New Record. Here’s What History Says About Buying Stocks Now.

The S&P 500 reached a new record high above 7,800, driven by AI stock momentum and overall market optimism despite concerns about high valuations and economic uncertainty. Historical data shows that timing the market matters less than consistent long-term investing—investors who bought at market peaks still achieved strong returns over 20 years, suggesting investors shouldn't worry about current valuations but should focus on quality stocks held long-term.

10/07/2026, 6:10 PM • The Motley Fool

BigBear.ai vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

The article compares two early-stage, unprofitable tech companies: BigBear.ai, which provides AI solutions to U.S. government agencies, and IonQ, a quantum computing pioneer. BigBear.ai faces declining revenue and dangerous customer concentration (51% from customers over 10%), while IonQ shows triple-digit revenue growth but massive cash burn. The author recommends IonQ for patient investors due to its more diversified customer base and expanding commercial opportunities, despite both being speculative bets.

10/07/2026, 2:25 PM • The Motley Fool

D-Wave Quantum vs. Rigetti Computing: Which Cutting Edge Quantum Stock Is a Better Buy in 2026?

D-Wave Quantum and Rigetti Computing are both early-stage quantum computing companies with significant cash burn and unproven commercial roadmaps. D-Wave shows stronger revenue growth at 180% YoY ($24.6M) with increasing commercial adoption, while Rigetti has lower revenue ($7.1M, down 34% YoY) but received a potential $100M government contract. The author recommends Rigetti for long-term investors seeking a potential home run due to its technological prowess and deeper government support, despite both companies trading at high valuations with negative earnings.

10/07/2026, 11:08 AM • The Motley Fool

SpaceX vs. Nvidia: Which Is the Better Trillion-Dollar Artificial Intelligence (AI) Stock for 2027?

The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.

10/07/2026, 10:30 AM • The Motley Fool

Advanced Micro Devices vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Broadcom as semiconductor investments for 2026. AMD shows strong growth with 34% revenue increase and expanding AI chip demand, while Broadcom demonstrates superior profitability with 36.2% net margins and diversified revenue streams. Despite AMD's higher growth expectations, Broadcom is recommended as the better buy due to its lower valuation multiples (30.4x forward P/E vs. 83.1x), stronger free cash flow ($26.9B vs. $6.7B), and more established market position with major tech clients.

10/07/2026, 9:40 AM • The Motley Fool

Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.

Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3, driven by custom AI accelerators (XPUs) designed with hyperscalers like Google, Meta, and OpenAI. Custom chips offer better power efficiency, faster inference, and higher returns on capital compared to GPUs, making them increasingly attractive as hyperscalers face capital constraints. While Nvidia's data center business is currently 4x larger, custom silicon is winning by volume among major customers and could eventually become a bigger business than GPUs.

10/07/2026, 7:33 AM • The Motley Fool

If I Had $5,000 to Invest Today, Here's the Trillion-Dollar Stock I'd Buy Instead of SpaceX

SpaceX stock has declined 29% from its peak and trades at an expensive P/S ratio of 94, suggesting potential further downside. Microsoft is presented as a better investment alternative, trading at a more reasonable valuation (P/S of 11.6, P/E of 28.8) while benefiting from dominant positions in enterprise AI through Copilot and Azure cloud services, which is experiencing accelerating growth at 43% in Q4.

10/07/2026, 6:07 AM • The Motley Fool

Department of Energy Announces a New Multi-Billion-Dollar Nuclear Energy Deal

The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.

10/06/2026, 2:41 PM • The Motley Fool

3 Magnificent AI Cloud Computing Stocks That Could Help Set You Up for Life

Microsoft, Amazon, and Oracle have secured hundreds of billions in contracted AI cloud revenue, demonstrating that AI demand is translating into real business commitments. Microsoft's Azure is running at $100B annually with a $678B backlog, Amazon Web Services locked in a $100B decade-long deal with Anthropic, and Oracle has a $664B backlog (with $300B from OpenAI). While these established tech giants face risks including potential AI spending slowdowns and customer concentration, their massive contracted backlogs and continued infrastructure investments suggest their AI cloud businesses are still in early growth stages.

10/06/2026, 2:18 PM • The Motley Fool