3 Things to Watch When Taiwan Semiconductor (TSMC) Reports Earnings on Oct. 15

TSMC will report Q3 earnings on Oct. 15 with three key metrics to watch: HPC revenue growth (driven by AI chip demand), 3nm node production expansion, and potential guidance raises. The company already disclosed 50% YoY revenue growth, but investors will scrutinize these numbers as any slowdown could trigger a stock pullback and impact the broader semiconductor sector.

10/11/2026, 6:05 AM • The Motley Fool

History Says This 1 ETF Could Turn $1,000 Into $38,000 in 20 Years. Here's How.

The Vanguard Information Technology ETF (VGT) has demonstrated strong historical performance, with a $1,000 investment potentially growing to approximately $38,000 over 20 years at an average annual growth rate of 20%. The ETF's strong performance is driven by its significant holdings in semiconductor and technology stocks, particularly benefiting from the AI boom. However, the article cautions that past performance doesn't guarantee future results and that market corrections could impact returns.

10/11/2026, 4:06 AM • The Motley Fool

Cerebras Is About as Big as Nvidia's Data Center Business Was Nearly a Decade Ago. The Similarities Mostly End There.

Cerebras Systems expects $880-890 million in core revenue for 2026, comparable to Nvidia's data center business revenue of $830 million in fiscal 2017. However, the similarities end there. Unlike Nvidia, which had a profitable gaming business funding its AI expansion, Cerebras is unprofitable with negative operating margins and relies on just three customers for three-quarters of revenue. The stock trades at 44x expected revenue and is valued at two-thirds of Nvidia's entire 2016 market cap, raising questions about whether it can replicate Nvidia's growth trajectory.

10/10/2026, 8:37 PM • The Motley Fool

Better Artificial Intelligence Stock: Arm vs. Marvell Technology

The article compares Arm Holdings and Marvell Technology as AI infrastructure plays. Arm dominates smartphone processor architecture with 93.88% gross margins but faces competition from custom silicon development. Marvell leads data center connectivity with 32.6% net margins and aggressive growth targets ($20B by FY2028, $70-90B by FY2031), though it carries customer concentration risk. The author recommends Marvell as the better buy due to superior valuation metrics and stronger AI demand tailwinds.

10/10/2026, 7:11 PM • The Motley Fool

Where Will Credo Technology Be in 3 Years?

Credo Technology is experiencing rapid growth in AI data center networking, with revenue expected to triple by fiscal 2028 as hyperscalers increase capital spending. The company specializes in high-performance cables and networking solutions that prevent costly GPU cluster disruptions. However, heavy customer concentration (61% from two customers) and high valuation multiples present significant risks.

10/10/2026, 4:11 PM • The Motley Fool

Is It Too Late to Buy Palantir Stock?

Palantir Technologies has gained over 1,000% in three years and continues strong growth through its AI Platform (AIP) that helps organizations turn data into actionable insights. The company closed 220 deals worth $3.37 billion in Q2 and is expanding partnerships with major tech firms. Its focus on AI sovereignty—enabling organizations to control their own AI systems—is expected to drive significant new business growth, with the author believing the stock still has substantial upside potential for long-term investors.

10/10/2026, 2:30 PM • The Motley Fool

Like Meta's Muse AI Agents? 4 AI Semiconductor Stocks Set to Benefit From the Rise of AI Agents.

The rise of AI agents is expected to drive explosive growth in the data center CPU market, projected to grow from $61.4 billion in 2025 to $210.6 billion by 2030. As AI agents require more CPUs relative to GPUs, semiconductor companies positioned in server CPU manufacturing and IP licensing stand to benefit significantly from this shift.

10/10/2026, 11:30 AM • The Motley Fool

Broadcom vs. Intel: Which Chip Stock Is a Better Buy in 2026?

Broadcom and Intel represent contrasting strategies in semiconductors: Broadcom dominates AI accelerators with strong profitability (36% net margin, $64B revenue), while Intel pursues a foundry turnaround with negative free cash flow (-$4.9B) but promising partnerships with SpaceX, Tesla, and Nvidia. Analysts favor Broadcom for 2026 due to superior growth prospects (66% revenue growth expected) and lower valuation multiples, though Intel shows potential for long-term recovery.

10/10/2026, 11:15 AM • The Motley Fool

Is the Vanguard Information Technology ETF Still the Best Tech ETF for Long-Term Investors? Here's What the Data Says.

The Vanguard Information Technology ETF (VGT) has delivered exceptional returns of 839% over the past decade with a 25.1% annualized gain, outperforming the Invesco QQQ Trust's 586% return and 21.3% annualized gain. With a low expense ratio of 0.09% and $170 billion in assets, VGT offers broad exposure to over 300 technology stocks, with top holdings in Nvidia (17.7%), Apple (15.8%), and Microsoft (11.5%), positioning investors to benefit from AI's economic impact.

10/10/2026, 9:30 AM • The Motley Fool

Vannor Launches Agentic Marketing After AI Agents Drive 30-Fold Increase in First-Page Google Rankings

Vannor launched its agentic marketing platform featuring autonomous AI agents that manage end-to-end marketing workflows on proprietary NVIDIA infrastructure. The company reported a 30-fold increase in first-page Google rankings and a 554% increase in weekly search impressions within one month of deployment. The system operates across search content, paid advertising, landing pages, and social media while maintaining brand consistency and data privacy.

10/10/2026, 7:33 AM • GlobeNewswire

Caterpillar vs. Corning: Which Industrials Stock Is a Better Buy in 2026?

The article compares two industrial stocks: Caterpillar, a construction and mining equipment titan with record backlog and growing dividends, versus Corning, a materials science leader benefiting from AI data center demand. While Caterpillar offers proven industrial exposure with reliable income, Corning's optical communications business is growing over 30% year-over-year with ambitious revenue targets of $20B by end-2026, $30B by 2028, and $40B by 2030. The author recommends Corning for patient investors seeking exposure to AI infrastructure growth.

10/09/2026, 5:03 PM • The Motley Fool

Why Legendary Investor Peter Lynch Ignored Stock Market Crash Predictions, and Why You Should Too

Despite warnings from prominent investors Michael Burry and Ray Dalio about an impending AI bubble and market crash, the article advocates following Peter Lynch's philosophy of ignoring crash predictions and maintaining a disciplined dollar-cost averaging strategy. Lynch's historical data shows that investors lose more money trying to time market corrections than from the corrections themselves, suggesting long-term index investing outperforms market timing.

10/09/2026, 4:30 PM • The Motley Fool

Prediction: $5,000 Invested in Credo Technology Could Be Worth This Much by 2029

Credo Technology, a semiconductor company specializing in AI data center connectivity solutions, has surged 52% in 2026. The article projects that a $5,000 investment could grow to approximately $7,450 by 2029 if the company achieves Wall Street's revenue targets of $5.1 billion and trades at a 12 P/S ratio. However, the analyst cautions that current valuations are rich at 23x P/S and recommends dollar-cost averaging rather than chasing momentum, as significant execution is required to justify expectations.

10/09/2026, 1:15 PM • The Motley Fool

Not Micron. Not Sandisk. This Memory Stock Is Quietly Gaining Share.

SK Hynix, South Korea's second-largest memory chipmaker, is emerging as a stronger competitor than Micron and Sandisk in the AI-driven memory chip market. With over 50% of the HBM market share and a valuation of just 5x forward earnings, SK Hynix offers better value and growth potential (107% EPS CAGR through 2028) compared to its U.S. rivals.

10/09/2026, 11:40 AM • The Motley Fool

Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

The article compares two specialized hardware companies: Cerebras Systems, which builds AI-accelerating wafer-scale processors and recently achieved profitability with $510M revenue but faces competitive pressure from Nvidia; and IonQ, a quantum computing leader with 202% revenue growth to $130M but still unprofitable with $510M net losses. The author recommends IonQ for 2026 due to its diversified customer base, expanding backlog, and fewer near-term competitive concerns, despite both being speculative early-stage investments.

10/09/2026, 11:38 AM • The Motley Fool