Market Indexes Tumble on Geopolitical Tensions and Chip Stock Selloff

U.S. stock markets fell sharply on Wednesday amid renewed Middle East geopolitical tensions and ahead of the Federal Reserve's policy decision. The Dow dropped 1.7%, S&P 500 fell 1.0%, and Nasdaq declined 1.3%. Semiconductor stocks were hit hardest, with the sector extending a 10% weekly decline. Oil prices surged over 6% on Iran tensions, pressuring energy-dependent companies across sectors.

07/29/2026, 1:29 PM • The Motley Fool

Better Artificial Intelligence (AI) Memory Buy: Micron Technology vs. Sandisk After the July 2026 Sell-off

Both Micron Technology and Sandisk experienced significant sell-offs in July 2026 after strong first-half performance, with Micron down 20% and Sandisk down over 35%. Despite the sharp declines, both memory chip manufacturers benefit from AI data center demand. Micron is recommended as the better buy due to its exposure to both DRAM and NAND markets, lower forward valuation, and management guidance suggesting market tightness extending beyond 2027.

07/29/2026, 10:15 AM • The Motley Fool

Elon Musk Thanked Micron Twice on Tesla's Earnings Call -- Here's Why That's Great News

Elon Musk publicly thanked Micron Technology twice during Tesla's Q2 earnings call for providing memory chip allocation on reasonable terms amid a global memory shortage. This suggests Micron is prioritizing long-term business relationships over short-term profit maximization, which is positive news for both companies as it demonstrates collaborative supply chain management in the competitive AI chip market.

07/29/2026, 6:16 AM • The Motley Fool

Micron Stock Has Gained Roughly 190% in 2026. History Says Its Next 30%+ Drawdown Could Come at Any Time.

Micron's stock has surged nearly 190% in 2026 driven by AI-driven demand for memory chips. However, the company's historical pattern of boom-and-bust cycles in the memory market suggests a 30%+ drawdown could occur soon, despite strong growth projections through 2028. Analysts tend to overestimate growth during hot markets and underestimate during downturns, making volatility inevitable.

07/29/2026, 5:30 AM • The Motley Fool

Prediction: 3 Unstoppable Artificial Intelligence (AI) Stocks That Will Join the $2 Trillion Club by 2027 (Hint: Not SpaceX)

An analyst predicts that Broadcom, Micron, and Meta Platforms will each reach $2 trillion market valuations by 2027. Broadcom is positioned to cross $2 trillion by end of 2026 driven by custom AI chip demand with expected $100B+ AI semiconductor revenue in 2027. Micron, currently at $940B valuation, could double based on strong memory chip demand and projected 84% revenue growth. Meta, at $1.5T, is expected to surge as its advertising business benefits from AI tools and potential cloud computing expansion.

07/29/2026, 5:15 AM • The Motley Fool

Sandisk Trades at 43 Times Earnings and 7 Times Next Year's Earnings Estimates. What Has to Go Right for the Cheap Number to Win?

Sandisk stock fell sharply (22.8% over two days) amid broader memory chip sector selloff. The stock presents a valuation puzzle: trading at 43x trailing earnings but only 7x forward earnings. This disconnect reflects the company's dramatic recovery from losses a year ago to $23 per share earnings as AI-driven NAND flash demand surged. The cheap forward multiple assumes earnings will continue climbing well beyond management's guidance, requiring sustained NAND price increases into 2027. While the company has secured multi-year supply agreements and maintains zero debt, the valuation carries significant cycle risk.

07/28/2026, 8:12 PM • The Motley Fool

Why Sandisk Stock Keeps Crashing

Sandisk stock has plummeted 31% in three days due to two main concerns: Chinese chipmaker CXMT's $487 billion IPO raising $8 billion threatens to disrupt memory chip markets and erode Sandisk's high profit margins through competitive pricing, and broader investor worries about potential cuts to AI infrastructure spending that could reduce demand for memory chips.

07/28/2026, 10:05 AM • The Motley Fool

MEXC Users Put Nearly a Third of First-Month RealStocks Volume Into SpaceX

MEXC's RealStocks platform, which launched June 1st offering access to 7,000+ US stocks and ETFs, reported strong first-month trading insights. SpaceX dominated with 29.70% of trading volume, while seven AI-related assets collectively captured 23.67% of volume. The platform attracted over 120,000 users in its first month, with more than 40% of volume distributed outside the top 10 holdings, indicating portfolio-building behavior rather than speculative trading.

07/28/2026, 6:44 AM • GlobeNewswire

Forget Micron Stock at $920 Per Share. Buy This Memory-Focused Artificial Intelligence (AI) ETF Instead.

While Micron Technology stock has surged 671% over the past year, its steep valuation and high share price make it less attractive for some investors. The Roundhill Memory ETF (DRAM) offers a more accessible alternative at ~$50/share, providing diversified exposure to memory leaders including Micron, SK Hynix, and others. The global semiconductor memory market is projected to grow significantly from $190 billion in 2026 to $448 billion by 2034.

07/28/2026, 5:22 AM • The Motley Fool

History Says Memory Stocks Like Micron and Sandisk Rarely Stay This Profitable for Long. Here's the Case for Why It's Different This Time.

Memory chip stocks Micron and Sandisk are experiencing exceptional profitability driven by AI infrastructure demand. Unlike historical boom-and-bust cycles, structural constraints in HBM production and long-term contracts suggest this cycle could be more sustained, potentially offering significant upside for memory stocks.

07/28/2026, 4:15 AM • The Motley Fool

Oracle Stock Is Down 64% in 10 Months. Is This the Best Buying Opportunity in AI -- or a Falling Knife?

Oracle's stock has plummeted 64% from its September peak despite strong business fundamentals, including 21% revenue growth and a massive $638 billion backlog. However, the company has taken on nearly $130 billion in debt (300% debt-to-equity ratio) to build AI data centers, with roughly $300 billion of its backlog dependent on a single customer: OpenAI. OpenAI's severe unprofitability ($21 billion in losses against $13 billion in sales) and delayed IPO raise concerns about its ability to pay Oracle, making this a risky investment despite attractive valuations.

07/27/2026, 2:26 PM • The Motley Fool

Micron vs. Sandisk: Which Stock Is the Better Buy for the Memory Boom?

Both Micron and Sandisk have experienced significant gains driven by AI-fueled demand for memory chips, with memory prices up 6x over the past year. Despite recent pullbacks (Micron down 24%, Sandisk down 38% in the past month), both companies are securing long-term customer agreements that position them for sustained growth. With forward P/E ratios below the S&P 500 average, both stocks offer attractive valuations and strong long-term upside potential as the memory supply shortage is expected to persist beyond 2030.

07/26/2026, 1:23 PM • The Motley Fool

Prediction: Micron Stock Will Return to All-Time Highs Soon

Micron Technology is positioned to reach new all-time highs soon due to strong AI data center demand for memory chips. With supply constraints expected to persist beyond 2027 and Wall Street projecting 84% revenue growth in fiscal 2027, analysts believe the stock could potentially double to over $2,000 per share, trading at a cheap 6.4x forward earnings multiple.

07/26/2026, 1:15 AM • The Motley Fool

3 Top AI Bargain Stocks to Buy Today

Nvidia, Micron Technology, and Taiwan Semiconductor Manufacturing are identified as undervalued AI infrastructure stocks with strong growth potential. Despite their critical roles in the AI boom, all three trade at attractive valuations with forward P/E ratios of 16x, 6x, and below 20x respectively, supported by supply constraints and increasing demand for AI chips.

07/25/2026, 8:15 PM • The Motley Fool

Archer Aviation vs. Ford Motor: Are Electric Planes or Automobiles a Better Buy in 2026?

The article compares Archer Aviation, a pre-commercial electric aircraft manufacturer, with Ford Motor, an established automotive giant transitioning to EVs. Archer faces FAA certification hurdles and massive cash burn ($618.2M net loss on $300K revenue in FY2025) but benefits from regulatory frameworks and a United Airlines partnership. Ford generates $174B in revenue but reported an $8.2B net loss in FY2025 amid EV transition costs. The author recommends Ford as the safer long-term investment due to its established scale and rock-bottom valuation, despite Archer's disruptive potential.

07/25/2026, 2:25 PM • The Motley Fool