How Lisa Su Has Positioned AMD to Be a Big AI Winner and Why the Stock Is a Buy

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

07/27/2026, 2:30 AM • The Motley Fool

This Quantum Stock Is a Key Nvidia Partner and Looks Like a Buy Near a 52-Week Low

Infleqtion, a quantum computing company partnered with Nvidia, is trading near its 52-week low and could be positioned for significant growth as quantum computing commercializes. The company has hundreds of customers and expects $40 million in full-year 2026 revenue, but currently trades at a 50 price-to-sales ratio with significant operating losses. The article recommends taking a small position as a high-risk, high-reward opportunity.

07/26/2026, 11:30 PM • The Motley Fool

SCHF vs. SPGM: Which Global ETF Is the Better Buy for Investors?

The article compares two global ETFs: SCHF (Schwab International Equity ETF) and SPGM (State Street SPDR Portfolio MSCI Global Stock Market ETF). SCHF offers a lower expense ratio (0.03% vs 0.09%), higher dividend yield (3.06% vs 1.80%), and focuses on developed international markets, making it ideal for investors with existing U.S. exposure. SPGM provides broader diversification by combining U.S., developed, and emerging markets in one fund, resulting in stronger 5-year total returns due to exposure to U.S. mega-cap tech stocks. The choice depends on portfolio construction goals rather than performance metrics.

07/26/2026, 9:34 PM • The Motley Fool

Silvaco to Accelerate Physics-Based Digital Twins for Semiconductor Design and Manufacturing Using NVIDIA AI and Accelerated Computing

Silvaco and NVIDIA announced a collaboration to advance digital twins for semiconductor design and manufacturing. The partnership combines Silvaco's physics-based simulation expertise with NVIDIA's accelerated computing, AI, and libraries to enable faster simulation cycles, improved accuracy, and scaled engineering workflows. A proof point demonstrated a 3D FDTD photonic simulation with 3.2 billion mesh nodes completed on 32 NVIDIA GPUs in under four hours.

07/26/2026, 8:46 PM • GlobeNewswire

NVIDIA Expands NVIDIA Agent Toolkit With NVIDIA PhysicsNeMo and CUDA-X Libraries to Transform How the World Engineers, Designs and Builds

NVIDIA expanded its Agent Toolkit with re-architected PhysicsNeMo libraries and updated CUDA-X libraries, enabling developers to build autonomous AI engineers with physics simulation and quantum chemistry capabilities. The Nemotron 3 Ultra model leads in agentic RTL coding for chip design. Industry leaders including Cadence, Siemens, Synopsys, Samsung, and others are deploying these technologies to accelerate chip design, verification, and engineering workflows with significant performance improvements.

07/26/2026, 8:45 PM • GlobeNewswire

Alphabet CEO Sundar Pichai Just Made a Major Decision Affecting Nvidia and Broadcom Investors

Alphabet raised its 2026 data center capital expenditure guidance to $195-205 billion (up from $175-185 billion), signaling increased spending on AI infrastructure. This benefits chipmakers Nvidia and Broadcom, which supply GPUs and custom AI chips respectively. While Alphabet's stock initially declined on the news, the company's strong Google Cloud growth (82%) suggests the capex investment will drive future profitability.

07/26/2026, 8:31 PM • The Motley Fool

Throw Away the Urn! New Digital DNA AGI Robots Let Loved Ones Live for 500 Years (Veterans First for America)

A quantum AI robotics research team has submitted a patent application for 'digital DNA' technology that would allow deceased individuals' identities to be preserved in humanoid robots or holograms for up to 500 years. The QAIAx Clinical Trial proposes building 300 smart cities within U.S. federal enclaves to house 1 million residents, with AI managing 90% of municipal services. Subscription pricing ranges from $300,000 for 100 years to $1 million for 500 years, with waivers for military veterans and public responders. The project aims to establish independent manufacturing hubs in West Africa and Australia to reduce reliance on Chinese robotics production.

07/26/2026, 2:12 PM • GlobeNewswire

Here's Why Qualcomm Is Still Overlooked vs. Nvidia and Intel

Qualcomm is overlooked by Wall Street despite a strategic transition from mobile chips to a diversified edge-to-cloud infrastructure leader. While handset business weakness pressures near-term results, the company expects non-handset revenue to reach $40 billion by fiscal 2029, with data center revenue alone projected to hit $15 billion. Recent deals with Meta and decades of low-power computing expertise position Qualcomm competitively, yet the stock trades at modest valuations compared to peers.

07/26/2026, 1:15 PM • The Motley Fool

Is It Really Safe to Invest in the Vanguard S&P 500 ETF Right Now? Here's What History Says.

Despite current market headwinds including Middle East conflict, AI labor concerns, and low consumer confidence, historical data supports long-term S&P 500 investing. The Vanguard S&P 500 ETF delivered 306% total returns over the past decade despite multiple crises, demonstrating that patient, long-term investors benefit from staying invested rather than timing the market.

07/26/2026, 1:02 PM • The Motley Fool

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The AI infrastructure boom has created two competing groups: neocloud companies like CoreWeave and Nebius that build specialized GPU data centers, and tech hyperscalers like Microsoft, Amazon, Meta, and Alphabet. While neoclouds show explosive revenue growth, they're heavily leveraged with billions in debt and unclear profitability paths. Hyperscalers have complementary profitable businesses, stronger cash flows, and are developing custom chips to reduce GPU dependency, positioning them as the safer long-term investment.

07/26/2026, 12:15 PM • The Motley Fool

Nvidia's Jensen Huang Confirmed Vera Rubin Chips Are Already in Production

Nvidia CEO Jensen Huang dismissed reports of delays to the Vera Rubin AI chip platform, confirming that the chips are already in production with 'giant amounts of production incoming.' While SemiAnalysis had reported a 12+ month delay to the Kyber NVL144 rack-scale solution, Huang stated the reports are 'not true.' The confirmation is important given Vera Rubin's crucial role in Nvidia's forward earnings projections and the company's $1 trillion combined sales forecast for Blackwell and Vera Rubin through 2027.

07/26/2026, 8:05 AM • The Motley Fool

Investing $100 per Month in This Growth ETF Could Become $106,000 in 20 Years. Here's How.

The Vanguard Growth ETF has delivered a 1,150% total return over the past 20 years (13.2% annualized), outperforming the S&P 500's 786% return. Using a dollar-cost averaging strategy of $100 monthly could result in a $106,000 portfolio in 20 years. However, the ETF carries significant concentration risk with 69% in technology and its top three holdings (Nvidia, Apple, Microsoft) representing 32% of assets, making it heavily dependent on the AI trade.

07/26/2026, 7:28 AM • The Motley Fool

My 3 Favorite AI Stocks to Buy During the Chip Sell-Off, and Why Nvidia Isn't the Top Pick.

During the recent chip sector sell-off, the author recommends buying Alphabet, Amazon, and Taiwan Semiconductor Manufacturing over Nvidia. Alphabet's cloud revenue surged 82% YoY with strong AI adoption, Amazon's chip business alone ranks among the top three globally with solid cloud growth, and TSMC is investing heavily to meet rising demand with expanding margins. These companies offer diversified revenue streams and better valuations than Nvidia, which is already valued at over $5 trillion.

07/26/2026, 6:20 AM • The Motley Fool

This Dividend King Stock Just Offered a Superb Buy-the-Dip Opportunity

Colgate-Palmolive is down 4.2% for the week and 9.3% below its 52-week high, presenting a potential buying opportunity for dividend investors. As a Dividend King with 64 consecutive years of dividend increases, the stock is historically less volatile than the S&P 500 and unlikely to experience deep drawdowns. With strong free cash flow covering dividends and share buybacks, plus investments in AI and technology, the stock may be worth buying before the dip potentially reverses.

07/26/2026, 6:15 AM • The Motley Fool

Which Is the Better Value Stock Right Now: Microsoft or Nvidia?

The article compares Microsoft and Nvidia as value stocks in today's market. Nvidia trades at a 32 P/E ratio despite 85% revenue growth, while Microsoft trades at 23 P/E amid concerns about heavy capex spending and AI competition. The author concludes Nvidia offers better value and margin of safety, likely to outperform both Microsoft and the S&P 500 in the foreseeable future.

07/26/2026, 3:15 AM • The Motley Fool