Got $100? 1 Artificial Intelligence (AI) Memory ETF to Buy Right Now.

The iShares Semiconductor ETF (SOXX) offers diversified exposure to the AI memory supply chain, including memory producers, chip designers, and equipment suppliers. Growing demand for high-bandwidth memory in AI accelerators is creating supply shortages expected to persist beyond 2027. While the recent semiconductor sell-off has improved entry points, the ETF trades at a premium valuation (66x earnings) with concentrated holdings, presenting downside risks if AI spending slows or memory supply increases faster than expected.

07/25/2026, 1:11 PM • The Motley Fool

This ETF Is Down 7% From Its High. History Says Now Is a Smart Time to Invest.

The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains up 12.7% year-to-date. The article argues this pullback presents a buying opportunity, citing the ETF's strong long-term track record of ~14% annual returns since inception. With tech stocks comprising 68.5% of holdings, the author suggests investors may eventually rotate back to mega-cap tech companies for stability after recent outperformance in cyclical semiconductor and memory stocks.

07/25/2026, 11:30 AM • The Motley Fool

Two Wall Street Analysts Just Set Price Targets on Sandisk $1,430 Apart. One of Them Is Going to Be Very Wrong.

Susquehanna and Wells Fargo have issued drastically different price targets for Sandisk, with Susquehanna at $3,050 and Wells Fargo at $1,620—a $1,430 gap. The disagreement reflects the core debate over whether Sandisk's extraordinary earnings from AI-driven demand and tight NAND flash memory supply will persist or collapse. Sandisk's fiscal Q3 showed 251% revenue growth and 78.4% gross margins, with $42 billion in multi-year supply contracts. However, the market's single-digit forward P/E ratio suggests skepticism about earnings durability. The company's Q4 results in early August will be critical in determining which analyst is correct.

07/25/2026, 10:17 AM • The Motley Fool

Should You Buy Nvidia Before Aug. 26? Here's What History Says.

Nvidia remains a strong long-term AI investment despite losing momentum this year. However, historical data shows the stock has fallen in 8 of the last 13 quarters following earnings reports, suggesting investors shouldn't expect a post-earnings gain on Aug. 26. The company is trading at a reasonable 23x forward earnings and maintains leadership in AI chips, making it better suited for long-term investors rather than short-term traders.

07/25/2026, 5:02 AM • The Motley Fool

An Inflation Double Whammy Awaits Wall Street, Making a Stock Market Crash Likelier Under President Donald Trump

The article warns of an impending 'inflation double whammy' threatening the stock market under Trump's presidency. Trumpflation, driven by tariffs and Middle East conflicts, has pushed core inflation to sticky levels beyond energy sectors. Additionally, the AI data center build-out is creating supply-demand imbalances that are fueling inflation. The Federal Reserve may be forced to raise interest rates to combat persistent inflation, which could stymie the AI sector and trigger a market crash.

07/25/2026, 4:06 AM • The Motley Fool

QQQ vs. VGT: Where Should You Invest $1,000 Right Now?

The article compares two tech-focused ETFs: Invesco QQQ (tracking Nasdaq-100) and Vanguard Information Technology ETF (VGT). QQQ offers better diversification with ~30% non-tech holdings providing downside protection, while VGT is a pure tech play with lower expenses (0.09% vs 0.10%). The author recommends QQQ for its balance amid inflation concerns and geopolitical risks, though both ETFs remain viable for those bullish on AI-driven earnings growth.

07/24/2026, 2:33 PM • The Motley Fool

Why Did Micron Stock Drop Friday?

Micron stock fell 5.7% Friday despite bullish semiconductor news. Citigroup called the sector sell-off a buying opportunity, citing strong AI and data center demand for memory chips. Intel also reported better-than-expected earnings with 25% revenue growth. However, investors sold Micron shares anyway, seemingly misreading the positive industry developments.

07/24/2026, 10:33 AM • The Motley Fool

Some Investors Believe SK Hynix Could Be the Next Big AI Stock. History Says It's Not Time to Buy Shares Just Yet.

SK Hynix, a South Korean memory chip company, recently listed on Nasdaq and is benefiting from surging AI infrastructure demand with impressive 198% sales growth and 398% earnings growth. However, the article advises caution as SK Hynix's ADR shares are trading at an abnormal 35% premium compared to its South Korea-listed shares, well above historical norms of 2-4%, suggesting investors should wait until this premium normalizes before buying.

07/24/2026, 4:31 AM • The Motley Fool

David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.

Billionaire investor David Tepper's hedge fund Appaloosa Management holds a significant 5.12% stake in Vistra, an energy company positioned to benefit from AI data center power demands. Vistra supplies electricity to millions of customers and has secured major long-term power purchase agreements with tech companies like Meta. The company showed dramatic improvement with Q1 2026 net income of $1.03 billion compared to a $268 million loss in Q1 2025, though its stock has underperformed other AI-adjacent stocks.

07/24/2026, 2:05 AM • The Motley Fool

Why Micron Stock Popped Today

Alphabet reported strong Q2 earnings but announced increased AI capital spending of $195-205 billion annually, causing its stock to drop 6%. However, Micron stock rose 3.7% as investors recognized that Alphabet's massive spending will likely benefit memory chip suppliers like Micron, which provides high bandwidth memory and flash memory for AI infrastructure.

07/23/2026, 2:15 PM • The Motley Fool

My 3 Favorite AI Stocks to Buy Right Now

The article highlights three AI stocks positioned to benefit from the growing AI infrastructure boom: Taiwan Semiconductor Manufacturing (TSMC), which is investing $100 billion in Arizona facilities for advanced chip production; Micron Technology, which saw net income surge 1,400% with strong DRAM demand from data centers; and Nebius Group, an AI cloud services company backed by Nvidia with $2 billion in investment and major partnerships with Meta.

07/23/2026, 1:23 PM • The Motley Fool

How Much Could $5,000 Invested in SK Hynix Be Worth in 5 Years?

SK Hynix, the market leader in high-bandwidth memory (HBM) with 58% market share, could see a $5,000 investment grow to $10,000+ over five years due to strong AI and data center demand. However, risks include capacity overexpansion by competitors, potential memory price declines, and cyclical industry downturns that could limit upside.

07/23/2026, 5:20 AM • The Motley Fool

Michael Burry Is Short the iShares Semiconductor ETF. The Fund Has Still Gained 73% in 2026.

Michael Burry, famous for predicting the 2008 financial crisis, has taken a short position against the iShares Semiconductor ETF (SOXX) and several of its major holdings including Nvidia and Micron Technology. Despite Burry's bearish stance and a recent 18.4% monthly decline, the ETF remains up 74% year-to-date. Burry cites valuation concerns and cyclical risks in memory chips, while critics argue his analysis doesn't account for AI's transformative role in the current semiconductor cycle.

07/22/2026, 3:21 PM • The Motley Fool

Micron Has Entered Into Its Own Bear Market: Is a Stock Split Off the Table for 2026?

Micron Technology's stock has declined over 20% from its all-time high of $1,255, entering a bear market. With the lower stock price, a stock split in 2026 appears unlikely as management may want to avoid additional volatility. Despite the sharp decline, the company's long-term outlook remains positive due to strong AI data center demand and 16 strategic customer agreements worth approximately $100 billion in cumulative revenue.

07/22/2026, 12:04 PM • The Motley Fool

Micron, Western Digital, and Sandisk Just Jumped 12% to 14%. Here's the Forecast That Did It.

Memory chip stocks surged on Tuesday following a Morgan Stanley forecast predicting memory prices will rise at least 25% from Q2 to Q3, driven by AI data-center demand. Micron rose 12.26%, Western Digital 12.60%, and Sandisk 14.27%, reversing recent declines as investors regained confidence in the memory boom's continuation.

07/22/2026, 2:12 AM • The Motley Fool