2 Semiconductor Stocks to Buy and Hold Through 2032

The article recommends Sandisk and MaxLinear as top semiconductor stocks to hold through 2032. Sandisk, a NAND flash memory chipmaker, has shown exceptional growth with 372% year-over-year revenue increase and is predicted to potentially reach a $1 trillion valuation. MaxLinear, which develops microchips for optical fiber infrastructure in data centers, has grown 500% this year and shows accelerating sequential growth rates similar to other top performers.

10/09/2026, 7:03 AM • The Motley Fool

3 Growth Stocks to Buy Instead of SpaceX

The article argues that SpaceX's $2 trillion valuation is too high relative to its revenue, even accounting for projected $100 billion annual recurring revenue by 2026, resulting in a price-to-sales ratio above 20. Instead, the author recommends three better-valued growth stocks: SanDisk (strong NAND memory demand from AI), MaxLinear (optical data center products), and nVent (liquid cooling solutions for data centers).

10/06/2026, 2:30 PM • The Motley Fool

Why MaxLinear Stock Gained 50.7% Last Month

MaxLinear stock surged 50.7% in September 2026, driven by accelerating demand for optical networking chips used in AI data centers, positive analyst reports, and a rebound from summer lows. The company raised its optical data center revenue outlook to $220 million and holds only 7% market share with plans to triple it. However, the stock trades at a lofty 39x forward earnings with high volatility, presenting both opportunity and risk.

10/02/2026, 4:07 PM • The Motley Fool

Is a Small-Cap ETF the Best Investment of 2026? Here's What the Data Suggests.

Small-cap stocks have significantly outperformed large-cap indices in 2026, with the Russell 2000 up 35% over the past 12 months. The surge is driven by a rotation from overvalued large-caps, AI supply chain expansion, and strong earnings growth expectations of 38-48% for small caps. While concerns exist around potential rate hikes and inherent volatility, small-cap ETFs are recommended as the best way to access this growth.

07/06/2026, 1:02 PM • The Motley Fool

Is MaxLinear the Next AI Stock to 10X?

MaxLinear has nearly quadrupled year-to-date as investors recognize its role in AI infrastructure. The semiconductor chip designer reported 43% YoY revenue growth in Q1 2026, with its infrastructure segment surging 136% YoY. The company projects 52% YoY growth for Q2, positioning it to exceed its 2x semiconductor industry growth target. With a sub-$10B market cap and strong guidance from continued tech giant AI spending, analysts suggest potential for 10x growth.

06/11/2026, 12:30 AM • The Motley Fool

These ETFs Owned Russell 2000's Biggest Winners Before They Soared 400%+ In 2026

Several Russell 2000 small-cap stocks have surged 400%+ in 2026, driven by AI infrastructure demand. Companies like Applied Optoelectronics, Aehr Test Systems, and MaxLinear—which supply optical networking, semiconductor testing, and connectivity products—have outperformed mega-cap tech stocks. Small-cap growth ETFs including VTWG, IWO, and ISMD provided early exposure to these winners before they became mainstream AI investment stories.

06/03/2026, 2:54 PM • Benzinga

Micron And Dell Are Up 260%: These 5 Small Caps Nearly Doubled That

While Micron and Dell have surged 260% in 2026 driven by AI server demand, five Russell 2000 small-cap stocks have each rallied over 400%. Four are AI supply chain plays (optical components, semiconductor testing, networking chips), while one is an unrelated healthcare company. Applied Optoelectronics leads at +473%, followed by Rackspace at +461%, Aehr Test Systems at +436%, agilon health at +404%, and MaxLinear at +398%.

06/02/2026, 10:56 AM • Benzinga

MaxLinear Stock Rockets After Q1 Earnings: Here's Why

MaxLinear reported Q1 earnings of $0.22 per share, beating the Street estimate of $0.18, with revenue of $137.19 million exceeding the $135 million consensus. The company's infrastructure segment grew over 130% year-over-year, driven by strong optical data center connectivity products for hyperscale AI customers. MaxLinear stock surged 27% in after-hours trading. The company provided Q2 guidance of $160-170 million in revenue, significantly ahead of analyst expectations of $137.45 million.

04/23/2026, 4:34 PM • Benzinga

Weybosset Research & Management Waves Goodbye to $3.3 Million Worth of MaxLinear Shares

Weybosset Research & Management LLC fully exited its position in MaxLinear on January 6, 2026, selling all 205,893 shares worth approximately $3.31 million. The exit reflects MaxLinear's poor performance, with stock down 42% from early 2023 and revenue declining 62% over three years, while the company has shifted from $101 million in net income in 2022 to a $180 million net loss.

01/07/2026, 11:21 AM • The Motley Fool