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

The Vanguard Information Technology ETF (VGT) has returned 23.3% in 2026, significantly outpacing the S&P 500's 10.3% return. The ETF's strong performance is driven by five trillion-dollar tech companies—Nvidia, Apple, Microsoft, Alphabet, and Amazon—which comprise 50.6% of its portfolio. While AI infrastructure demand remains strong, rising costs and customer concerns about spending sustainability present near-term risks.

07/14/2026, 11:17 AM • The Motley Fool

Hynix Isn't Selling Shares to Cash Out. It's Funding a $26.5 Billion Factory Bet.

SK Hynix raised $26.5 billion through its first U.S. ADR offering to fund expansion of manufacturing capacity for memory chips, particularly high-bandwidth memory (HBM) used in AI data centers. The company plans to build new foundries and packaging plants while purchasing advanced lithography equipment. With HBM market projected to grow 25% annually through 2035 and SK Hynix controlling over half the market share, analysts rate the stock as a strong buy with price targets 60% above current levels.

07/14/2026, 10:30 AM • The Motley Fool

Where Will Nvidia Stock Be in 2030?

Nvidia stock has risen 380% over three years but struggled in 2026 with only 12% gains. However, analysts project significant upside by 2030, with the AI data center chip market potentially reaching $825 billion. Even if Nvidia's market share declines to 50%, it could generate over $400 billion in data center chip revenue, while its rapidly growing networking business could push total addressable opportunity above $1 trillion. Analysts project earnings per share could reach $21.24 by fiscal 2031, potentially driving stock price to $573, nearly 2.8x current levels.

07/14/2026, 9:15 AM • The Motley Fool

How to Spot a Stock Market Bubble 101: Raymond James Just Placed an $800 Price Target on SpaceX, Valuing Elon Musk's Company at $10.5 Trillion

Raymond James analyst Brian Gesuale issued an $800 price target on SpaceX (implying 451% upside and a $10.5 trillion valuation), but the article argues this represents a classic stock market bubble. The author highlights concerns including SpaceX's unsustainable operating model, xAI's cash burn, Elon Musk's poor track record on promises, an unsustainably high price-to-sales ratio of 50x, and historical precedent showing game-changing technologies experience early-stage bubble bursts.

07/14/2026, 7:06 AM • The Motley Fool

3 Artificial Intelligence (AI) Stocks I'd Buy to Take Advantage of a Golden Opportunity

The article recommends three AI stocks as buying opportunities following recent market sell-offs: Nvidia, expected to benefit from a projected surge in data center spending from $650B in 2026 to over $1 trillion in 2027; Sandisk, which has risen 660% in 2026 due to strong memory chip demand and is trading at only 9x forward earnings with 143% revenue growth expected; and Meta Platforms, which is reportedly forming a cloud computing division to monetize excess data center capacity, offering a new revenue stream while trading cheaper than the S&P 500.

07/14/2026, 7:05 AM • The Motley Fool

Prediction: This ETF Will Be the Best Way to Invest in the S&P 500 to Finish 2026

The article argues that the Invesco S&P 500 Equal Weight ETF (RSP) may outperform the standard S&P 500 through the end of 2026 due to overconcentration risk in mega-cap tech stocks. With the top 10 holdings accounting for over 39% of the S&P 500 and tech representing 38.6% of the index, the author expects other sectors like industrials and energy to outperform, making RSP's equal-weight approach a better hedge against tech concentration.

07/14/2026, 6:35 AM • The Motley Fool

Got $1,000? 2 Magnificent Artificial Intelligence (AI) Stocks Down Over 15% to Buy Hand Over Fist

The article recommends buying Micron Technology and Broadcom as both AI semiconductor stocks have declined over 15% from their all-time highs. Micron benefits from surging memory chip demand for AI data centers with expected 81% revenue growth in FY2027, while Broadcom is positioned to generate over $100 billion in AI semiconductor revenue by 2027 through custom chip partnerships with hyperscalers.

07/14/2026, 6:15 AM • The Motley Fool

Prediction: Lisa Su Will Deliver Great News for Advanced Micro Devices (AMD) Investors on Aug. 4

AMD is expected to deliver bullish guidance during its Q2 2026 earnings call on Aug. 4, driven by strong data center GPU demand and new MI450 series deployments from major customers like OpenAI and Meta. However, AMD's stock trades at a P/E ratio of 121.8—nearly four times higher than Nvidia's 32.2—making valuation a concern despite positive business fundamentals.

07/14/2026, 5:35 AM • The Motley Fool

Google Parent Alphabet Has Abandoned Its $346 Billion Investment -- and History Points to This Decision Being a Mixed Bag

Alphabet has ended its decade-long $346 billion share buyback program to fund an $84.75 billion equity offering for AI infrastructure expansion. While Google Cloud's 63% revenue growth demonstrates AI's near-term promise, history suggests game-changing technologies face bubble-bursting events. Alphabet's strong competitive moat and cash position should help it weather potential AI market volatility better than competitors.

07/14/2026, 5:06 AM • The Motley Fool

This AI Giant Has Climbed 900% Over the Past Five Years. Now Wall Street Expects the Stock to Jump Another 40%.

Nvidia, the dominant AI chip designer, has surged 900% over five years and Wall Street predicts another 40% gain. The company is expanding beyond GPUs into the CPU market for agentic AI, targeting a $200 billion opportunity. With $81 billion in recent quarterly revenue and a 74% gross margin, Nvidia is positioned for continued growth despite competition from Intel and AMD.

07/14/2026, 5:05 AM • The Motley Fool

President Trump Sells Micron Stock and Buys an AI Stock Up 1,340% Since 2023

President Trump's investment accounts have been net sellers of Micron Technology while net buyers of Nvidia year-to-date through May 2026. Despite Micron's impressive 345% revenue growth and new multiyear supply contracts, Trump's accounts sold $90K-$116K of the stock. Meanwhile, they purchased $246K-$3.7M of Nvidia, which dominates the AI infrastructure market with 80%+ GPU market share and is expanding into CPUs and PC markets.

07/14/2026, 4:24 AM • The Motley Fool

SK Hynix Has Traded at a Discount to Micron for Years. That May Be Changing.

SK Hynix's U.S. Nasdaq debut on July 10 removes a key accessibility barrier that has historically caused it to trade at a discount to competitor Micron. With easier access for U.S. investors and potential inclusion in major indexes, SK Hynix's valuation gap versus Micron may narrow. However, investors should be cautious of concentration risks from Nvidia dependency and cyclical DRAM revenue, and avoid FOMO-driven lump sum investments given expected post-debut volatility.

07/14/2026, 4:02 AM • The Motley Fool

SK Hynix IPO Sell-Off Offers AI Memory Buying Opportunity

SK Hynix's U.S. IPO debut raised $28.1 billion but experienced a 7% intraday sell-off, presenting a buying opportunity for investors. Despite short-term macroeconomic headwinds and market friction, the company benefits from a multi-year supply crunch in high-bandwidth memory (HBM) driven by AI hardware demand. SK Hynix's market share has compressed from 69% to 56-58% as Samsung and Micron ramp capacity, but advance payments from hyperscalers provide revenue visibility through 2027, decoupling earnings from traditional memory cycles.

07/14/2026, 2:34 AM • Investing

Data Center Chip Market Size to Hit $56.80 Billion by 2035 | SNS Insider

The global data center chip market, valued at $22.50 billion in 2025, is expected to reach $56.80 billion by 2035, growing at a CAGR of 9.70%. Growth is driven by generative AI workload demand, hyperscaler capital expenditure commitments of $300 billion in 2025, and enterprise AI adoption. GPUs are expected to register the highest growth rate, while large hyperscale data centers dominate with 68.04% market share. North America leads globally with 35.73% market share, while Europe and Asia-Pacific show strong growth trajectories.

07/14/2026, 2:30 AM • GlobeNewswire

Cboe Global Markets to Launch Extended Hours for Single-Stock Options. Here's Why It Wins When Volatility Spikes.

Cboe Global Markets is launching extended trading hours (7:30 a.m. to 4:15 p.m. ET) for single-stock options on approximately 20 mega-cap stocks including the Magnificent Seven. The move is expected to boost revenue through increased trading volume and fees, particularly when market volatility is high. Cboe had a record Q1 with 29% revenue growth and 54% earnings growth, though the stock has since pulled back from its May peak. With the VIXEQ (single-stock volatility index) at historically high levels, Cboe is positioned to benefit if volatility persists.

07/13/2026, 5:05 PM • The Motley Fool