Broadcom vs. Marvell Technology: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares Broadcom and Marvell Technology as AI semiconductor investments. Broadcom, a diversified titan with $63.9B in revenue and strong partnerships with major tech companies, is recommended as the better buy due to locked-in multi-year AI revenue commitments providing visibility. Marvell, growing faster at 42.1% revenue growth but with higher valuation multiples and customer concentration risk, is also positioned well but lacks Broadcom's forward revenue certainty.

09/28/2026, 4:09 PM • The Motley Fool

Jensen Huang Just Gave Investors 150 Billion Reasons to Buy Nvidia Stock

Nvidia announced a $150 billion share buyback program, bringing total authorization to $235 billion through fiscal 2028. The massive repurchase reflects management's confidence in sustained AI-driven growth and the company's robust cash generation. With strong earnings growth, shrinking share count, and attractive valuation, analysts view Nvidia as a compelling long-term investment in the AI infrastructure space.

09/28/2026, 1:15 PM • The Motley Fool

Nvidia's Record Buyback Couldn't Keep the Nasdaq Out of the Red on Monday Morning

The Nasdaq fell 1% on Monday despite Nvidia announcing a record $150 billion buyback expansion. Market weakness was driven by Trump rejecting Iran's peace proposal, causing oil prices to spike and Treasury yields to rise to their highest level since 2002. Most semiconductor stocks declined sharply, with only Nvidia gaining ground as energy was the only sector posting real gains.

09/28/2026, 12:23 PM • The Motley Fool

Social Security's 2027 COLA Is Projected to Be the 6th-Largest Since 1993 -- Here Are the 3 Unique Factors Driving This Outsize Raise

Social Security's 2027 cost-of-living adjustment (COLA) is projected at 3.5%, tying for the sixth-largest raise in 35 years. Three factors are driving this increase: President Trump's tariff and trade policies, the ongoing Iran war causing energy price spikes, and the AI infrastructure build-out creating supply shortages and higher consumer prices.

09/28/2026, 7:06 AM • The Motley Fool

How Can Everyday People Participate in the AI Infrastructure Boom? 51AIpower Explains the AI Token Economy

51AIpower, an AI infrastructure participation platform, aims to democratize access to AI infrastructure by allowing everyday users to support electricity and computing resources needed for AI token production through Infrastructure Participation Plans, without requiring technical expertise or expensive GPU purchases. The article highlights how electricity is becoming a critical input in AI production as data center energy consumption grows rapidly, with AI-focused facilities seeing 50% growth in 2025.

09/27/2026, 1:30 PM • GlobeNewswire

Intel Stock Surged Over 40% in September. History Shows What's Next.

Intel's stock has surged over 40% in September and is up 250% in 2026, but the rally appears disconnected from business fundamentals. The stock now trades at 84x current earnings and 62x 2027 estimates—far above industry peers—suggesting a significant valuation correction may be coming. Analysts recommend more reasonably priced alternatives like Taiwan Semiconductor or Nvidia.

09/27/2026, 12:32 PM • The Motley Fool

Breakfast News: The Sunday Edition

The article examines the AI safety debate between industry leaders, with Anthropic CEO calling for slower AI development while others like Elon Musk and Jensen Huang oppose new regulations. The debate centers on whether guardrails will help establish market stability or prematurely anoint winners. Key concerns include IPO delays at OpenAI and Anthropic, and uncertainty about how regulation will impact the broader AI market and investor confidence.

09/27/2026, 7:30 AM • The Motley Fool

This S&P 500 ETF Could Help Protect You Against One of the Stock Market's Biggest Risks Right Now

The S&P 500 has become heavily concentrated in large-cap tech stocks, with the top 10 holdings accounting for nearly 38% of the index. This concentration poses downside risk if tech stocks decline. The Invesco S&P 500 Equal Weight ETF (RSP) offers an alternative by weighting all S&P 500 companies equally, reducing tech sector exposure from 37.9% to 14.7% and providing better downside protection, though with lower upside potential.

09/27/2026, 7:19 AM • The Motley Fool

IonQ Just Announced a Major Breakthrough. Should Investors Buy the Stock Now?

IonQ announced a breakthrough in quantum error correction with its first end-to-end, real-time quantum error-correction decoder running on a standard CPU. The stock rose 11% following the announcement and a partnership with Nvidia's Accelerated Quantum Research Center. However, the company remains unprofitable with a rich valuation, and the decoder was only validated on simulated data. The stock has fallen 40% over the past year, making it a high-risk, speculative investment suitable only for long-term investors.

09/27/2026, 6:15 AM • The Motley Fool

3 Fidelity ETFs to Buy for High Yields and Portfolio Diversification

The article highlights three Fidelity ETFs designed for investors seeking high yields with portfolio diversification and lower volatility. FDVV focuses on dividend-paying large and mid-cap companies with a 2.63% yield and 13.2% annualized returns over a decade. FYEE uses covered calls on S&P 500 stocks to generate a 9.11% yield but with tax implications. FIDI offers international diversification with a 3.89% yield and 19.9% annualized three-year returns, avoiding tech sector concentration.

09/27/2026, 4:20 AM • The Motley Fool

Is Palantir a Millionaire-Maker Stock After Its Rally?

Palantir Technologies has surged over 60% in three months, driven by strong demand for its AI Platform (AIP) among commercial customers. The company increased full-year revenue guidance to over $8 billion with 82% growth, while U.S. commercial revenue is projected to exceed $3.4 billion with 134% growth. However, the article cautions that while Palantir could be a valuable portfolio addition for long-term investors, a single stock is unlikely to make someone a millionaire on its own.

09/27/2026, 4:02 AM • The Motley Fool

A $1,000 Investment Split Between Alphabet and Nvidia Will Be Worth This Much by 2030

The article projects that a $1,000 investment split between Alphabet and Nvidia could grow to over $3,000 by 2030. Nvidia is expected to quadruple revenue as global data center capital expenditures reach $3-4 trillion, while Alphabet is projected to achieve 25% compound annual growth through its AI investments in Google Search, cloud computing, and language models.

09/26/2026, 10:15 PM • The Motley Fool

The 3 "Magnificent Seven" Stocks That I'm Buying Now

The author recommends three Magnificent Seven stocks as the best buys: Nvidia, Alphabet, and Amazon. Nvidia is highlighted as undervalued despite its $5.4 trillion market cap, with potential to double by early 2028 based on expected 70% revenue growth driven by AI data center spending. Alphabet and Amazon are positioned to benefit from their leading cloud computing platforms (Google Cloud and AWS), with significant capital expenditures in 2027 expected to drive recurring revenue streams from AI clients.

09/26/2026, 11:30 AM • The Motley Fool

Prediction: Robotics Will Be the Biggest Opportunity Within the AI Supercycle. 1 Dividend Growth Stock to Own.

While AI chips like those from Nvidia are crucial, robotics represents the biggest opportunity in the AI supercycle. Texas Instruments, a leading analog chipmaker, is positioned to benefit significantly as robots require analog chips to convert real-world stimuli into digital signals. The company offers an attractive 2.2% dividend yield with 23 years of consecutive annual increases and 10% annualized growth over the past decade, making it appealing for dividend growth investors.

09/26/2026, 11:15 AM • The Motley Fool

Guess Which Group of Stocks Is Back at an All-Time High?

The Magnificent Seven ETF (MAGS) has reached a new all-time high of $72.20, driven by strong gains in Nvidia (+21%), Apple (+24%), and Meta (+13%) in 2026. However, performance has been mixed, with Amazon and Alphabet up only 8%, Microsoft up 3.5%, and Tesla down 15% due to intense competition from Chinese EV makers. Meanwhile, smaller chipmakers and memory storage companies have significantly outperformed the group.

09/26/2026, 11:07 AM • The Motley Fool