The Semiconductor ETF's 2026 Return Is About 3 Times Nvidia's

The VanEck Semiconductor ETF (SMH) returned approximately 69% in 2026, significantly outperforming its largest holding Nvidia, which gained only 23%. The outperformance was driven by smaller positions like Micron (up 276%), Intel (up 223%), and AMD (up 181%), which together accounted for about half the fund's gains despite representing only 14% of assets. The fund's 20% position cap on any single stock and exposure to the broader semiconductor industry, including cyclical memory chip makers, enabled it to beat Nvidia's returns.

10/01/2026, 8:26 PM • The Motley Fool

Better Quantum Computing Stock: IonQ vs. D-Wave

The article compares two quantum computing stocks, IonQ and D-Wave Quantum. IonQ demonstrates industry-leading precision with 99.99% 2-qubit gate fidelities and has a partnership with Nvidia, but faces massive operating losses and an extremely high P/S ratio of 65. D-Wave has achieved real-world applications through its quantum annealing technology and Leap cloud service, but revenue declined 67% year-over-year with a P/S ratio of 475. The author recommends IonQ as the relatively safer choice despite both stocks carrying significant risks and being overvalued.

10/01/2026, 5:15 PM • The Motley Fool

Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

10/01/2026, 3:08 PM • The Motley Fool

Should You Buy Nvidia Stock in October? What Its Decade-Low Valuation Signals

Nvidia stock is trading at a decade-low valuation of 28x trailing earnings amid market headwinds from inflation and geopolitical concerns. Despite a slowdown from its explosive growth trajectory, the company remains well-positioned in the AI market with strong fundamentals, triple-digit revenue and profit growth, and a comprehensive product ecosystem. Analysts recommend buying for long-term investors given the early-stage AI market opportunity expected to reach trillions of dollars.

10/01/2026, 2:30 PM • The Motley Fool

Here's What a $10,000 Investment in SpaceX Stock Could Be Worth in 2035 (Hint: It's a Lot)

SpaceX stock could potentially increase fivefold by 2035, driven by growth in its AI computing infrastructure business and Starlink satellite internet service. Analysts project SpaceX could generate $2.25 trillion in annual revenue by 2035 with adjusted EPS of $41.24, potentially valuing the stock between $470-$1,250 per share, turning a $10,000 investment into approximately $51,500.

10/01/2026, 12:20 PM • The Motley Fool

Data Centers Need Copper, Concrete, and Cooling. Here Are 3 Boring Industrials Set to Cash In.

AI data center expansion is driving significant demand for raw materials and infrastructure. Freeport-McMoRan, Vulcan Materials, and Vertiv are well-positioned to benefit from multiyear growth in copper, aggregates, and cooling/power solutions as hyperscaler spending continues to surge.

10/01/2026, 11:15 AM • The Motley Fool

Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.

10/01/2026, 10:31 AM • The Motley Fool

3 Top AI Stocks for October

The article recommends Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as better investment choices in October compared to AMD and Intel. While AMD and Intel have had strong runs in 2026, their valuations have already priced in expected growth. Nvidia and Broadcom are growing faster despite larger sizes, while TSMC is positioned to outperform Intel due to superior valuation metrics and industry leadership.

10/01/2026, 10:15 AM • The Motley Fool

Is Broadcom a Millionaire-Maker Stock?

Broadcom has surged 330% over three years, becoming the world's ninth-most valuable company at $1.68 trillion market cap, primarily driven by its AI chip and networking equipment business. The article analyzes whether the stock can still create millionaires, concluding that investors with a 20-year horizon and monthly investments of $750-$1,500 have a realistic path to $1 million. While trading at an expensive 30x forward earnings, Broadcom's diversified business across smartphones, broadband, and data center infrastructure provides stability beyond current AI hype.

10/01/2026, 9:30 AM • The Motley Fool

Not Intel. Not Nvidia. These 2 Chip Stocks Maintain an Unbreachable Moat in Advanced Chip Tech.

Taiwan Semiconductor Manufacturing (TSMC) and ASML are identified as having unbreachable competitive moats in advanced chip technology. TSMC dominates chip fabrication with 72.5% of global foundry revenue and serves nearly all AI chip designers, while ASML holds a technological monopoly on extreme ultraviolet lithography machines essential for chip manufacturing. The article recommends both as superior long-term investments compared to Intel and Nvidia, with TSMC being the slightly better value at current prices.

10/01/2026, 8:32 AM • The Motley Fool

Prediction: Nvidia Stock Will Double After This Historic $150 Billion Move

Nvidia announced a historic $150 billion increase in share repurchase authorization, bringing total authorization to $235 billion through fiscal 2028. The article argues this signals management confidence in the company's undervaluation, citing Nvidia's 120% YoY earnings growth, 29x trailing P/E ratio (below Nasdaq average of 39), and expected 70% revenue growth in fiscal 2028. The analyst projects the stock could reach $526 by end of fiscal 2029 (132% upside) based on expected EPS of $21.06 and a 25x earnings multiple.

10/01/2026, 8:10 AM • The Motley Fool

Prediction: Here's What a $5,000 Investment in VUG Could Be Worth in 20 Years

The article explores potential growth scenarios for a $5,000 investment in the Vanguard Growth ETF (VUG) over 20 years. Using historical returns of 17.9% annually (past decade), 12.1% since-inception, and the S&P 500's long-term 10% average, the investment could grow to approximately $134,700, $49,100, or $33,600 respectively. The key to success is maintaining a buy-and-hold strategy and avoiding market timing.

10/01/2026, 7:29 AM • The Motley Fool

The S&P 500 Is Near an All-Time High but Trading at Its Lowest Valuation in a Year. Nvidia, Alphabet, and Amazon Help Explain Why.

Despite the S&P 500 reaching near all-time highs with 13.1% year-to-date gains, the index trades at its lowest valuation in a year with a forward P/E of 19.4. Major growth stocks like Nvidia, Alphabet, and Amazon have become cheaper based on forward earnings ratios because their earnings growth is outpacing stock price increases. These companies are investing heavily in AI infrastructure, which could lead to significant margin expansion once their capital investments begin generating returns.

10/01/2026, 6:07 AM • The Motley Fool

Nvidia Could Have a Monster October. Here's Why.

Nvidia stock could rally significantly in October as AI hyperscalers begin releasing their 2027 capital expenditure guidance. The company projects 70% revenue growth for fiscal 2028, driven by expected hyperscaler spending to rise from $800 billion to $1.3 trillion. Currently undervalued at trailing earnings ratios, Nvidia could more than double if it achieves analyst expectations and reaches a 30x earnings valuation.

09/30/2026, 8:03 PM • The Motley Fool

Nvidia Stock Can Top $400 in 5 Years If One Assumption Holds Up

Nvidia stock could reach $400 within five years (a 75% gain from $229) if earnings hold around fiscal 2028 levels. The analyst projects $15.50 EPS by fiscal 2028 based on 70% revenue growth, requiring only modest 5-6% annual earnings growth thereafter at a 20x P/E valuation. However, the forecast depends critically on avoiding a chip downturn, as Nvidia has experienced 55% net income drops before and faces concentration risk with hyperscalers accounting for $49B of $89B in data center revenue.

09/30/2026, 6:17 PM • The Motley Fool