Vanguard and iShares S&P 500 ETFs Compared: Is There Really a Difference?

Vanguard S&P 500 ETF (VOO) and iShares Core S&P 500 ETF (IVV) are nearly identical S&P 500 tracking funds with matching 0.03% expense ratios and virtually identical performance. VOO has a larger asset base at $1.7 trillion, while IVV offers a longer track record and slightly higher dividend yield. Both are excellent low-cost options for long-term investors seeking broad market exposure.

06/10/2026, 11:35 AM • The Motley Fool

This May Be the Next Big Catalyst for Intel Stock

Intel's foundry business is gaining momentum with reports of Google placing an order for over three million TPU units in 2028, and Nvidia evaluating Intel's 18A process node. The company's foundry unit generated $5.4 billion in Q1 2026 revenue (up 16% YoY) and accounts for 40% of Intel's top line. While Intel trades at an expensive 141x forward earnings valuation, strong foundry customer growth could justify valuations through accelerated earnings growth.

06/10/2026, 11:23 AM • The Motley Fool

Nvidia's Massive New AI Opportunity Could Be Hiding in Plain Sight

Nvidia may be expanding its AI opportunity beyond GPUs into semiconductor manufacturing, where advanced fabs require increased simulation, process control, and scheduling power. However, after a significant stock run-up, investors should consider whether the upside is already priced into the valuation.

06/10/2026, 11:15 AM • The Motley Fool

Jensen Huang Just Delivered Fantastic News to Marvell Stock Investors

Nvidia CEO Jensen Huang endorsed Marvell Technology as a potential next trillion-dollar AI chip company. Marvell's networking, storage controllers, and custom connectivity chips are becoming critical infrastructure components as hyperscalers expand AI data centers. With current market cap at $232 billion, the company could see 4x upside if it maintains design wins in hyperscale deployments.

06/10/2026, 11:14 AM • The Motley Fool

Should You Buy CrowdStrike Before Its Stock Split?

CrowdStrike announced its first-ever 4-for-1 stock split effective July 1, 2026, which will reduce the per-share price from over $600 to approximately $160. While stock splits don't fundamentally change a company's valuation, they can make shares more accessible to smaller investors. The article advises that timing around the split is unnecessary, but notes CrowdStrike's strong Q1 results and AI-driven growth potential are offset by its expensive valuation at 120x forward earnings, suggesting investors may want to wait for a potential dip.

06/10/2026, 11:05 AM • The Motley Fool

3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off

Following a semiconductor sector sell-off triggered by Broadcom's lackluster guidance, three chip stocks present buying opportunities: Nvidia remains dominant in AI infrastructure with its GPU and CUDA ecosystem; AMD is well-positioned for inference and agentic AI workloads with strong data center CPU technology; and Broadcom, despite triggering the sell-off, is a leader in custom AI chips and optical networking with significant growth potential.

06/10/2026, 10:17 AM • The Motley Fool

3 Under-The-Radar Defense Tech Stocks — Small Caps With Real Pentagon Contracts

Three small-cap defense tech companies—BigBear.ai (BBAI), Palladyne AI (PDYN), and Ondas (ONDS)—are building significant Pentagon contract backlogs and demonstrating strong growth. BigBear.ai has a $281.9M backlog with 17% revenue growth guidance; Palladyne AI announced a strategic partnership with Israel Aerospace Industries for loitering munition systems; and Ondas raised its 2026 revenue target to $390M+ after 10-fold Q1 growth. While these stocks offer exposure to defense AI spending trends, they carry execution risk and balance sheet challenges.

06/10/2026, 10:12 AM • Benzinga

S&P 500 Equal Weighted Index Retesting Break Out Point

The S&P 500 equal-weighted index is retesting its breakout point at 8306 after initial selling pressure. The market has bounced off support levels on the 60-minute chart, with potential bullish implications if it breaks above prior highs. Meanwhile, Q2 GDP estimates have declined to 3.3% from 4.3%, while earnings growth remains strong at nearly 30% for Q1 with Q2 estimates at 23% growth.

06/10/2026, 9:38 AM • Investing

Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA

Apple's AI announcements at WWDC sparked mixed reactions on Wall Street. While the company unveiled its biggest Siri upgrade in years, the stock fell 3.64% as investors expressed concerns about limited rollout timelines, unavailability in key markets like Europe and China, and Apple's reliance on Google Cloud and NVIDIA chips for advanced AI workloads rather than proprietary solutions. Analysts remain divided on whether the Siri overhaul positions Apple competitively in AI or highlights its growing dependence on partners.

06/10/2026, 6:43 AM • Benzinga

Micron and Sandisk Have Crushed Nvidia as the Top Artificial Intelligence (AI) Stock in 2026. Can That Continue?

Micron and Sandisk have significantly outperformed Nvidia in 2026, with Micron up 228% and Sandisk up nearly 600% compared to Nvidia's 12% gain. Both memory chip companies benefit from strong AI-driven demand for NAND and DRAM that outpaces supply. However, Nvidia remains undervalued at 23.3x forward earnings with strong growth prospects, including $1 trillion in projected AI capital expenditures next year, suggesting potential for a strong second-half rally.

06/10/2026, 6:30 AM • The Motley Fool

Ark Investment's Cathie Wood Just Sold AMD Shares and Bought Nvidia. Is That the Right Move for Investors?

Cathie Wood has been trimming her AMD stake while buying Nvidia shares. AMD, trading at 35.5x 2027 estimates, has strong growth prospects in AI inference and agentic AI with $100 billion partnership commitments. Nvidia, at a more attractive 16x forward P/E with 85% revenue growth, remains the AI infrastructure leader. Both stocks offer compelling growth opportunities, though Nvidia appears more attractive on valuation.

06/10/2026, 6:29 AM • The Motley Fool

Nvidia’s Ohio Bet Signals a Structural Shift in AI Infrastructure

OpenAI is in talks to lease a proposed 10-gigawatt data center campus in Ohio, with Nvidia reportedly supplying hardware and providing financial guarantees. This deal signals Nvidia's evolution from a chip vendor to a capital partner in AI infrastructure, with implications for long-term revenue visibility. The project, backed by SoftBank's SB Energy, could cost at least $500 billion and would exceed the entire existing Stargate footprint capacity.

06/10/2026, 6:25 AM • Investing

'Chip War' Author Chris Miller Says China Has Been 'Underspending' On AI For Four Years: Beijing 'Just Doesn't Believe' It Matters

Chris Miller, author of 'Chip War,' argues that China has been underspending on AI and semiconductor infrastructure for four years, suggesting Beijing doesn't share the same urgency around artificial general intelligence as the U.S. Despite a reported $295 billion AI investment plan spread over five years, Miller notes this is lower than annual capital expenditures of leading U.S. cloud and AI companies. China is pushing firms toward Huawei's domestic chip ecosystem due to data security concerns.

06/10/2026, 6:19 AM • Benzinga

2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia

Nebius and CoreWeave, two neocloud companies backed by Nvidia, are growing faster than Nvidia itself. Nebius posted 684% Q1 revenue growth with projections reaching $11.2 billion by 2027, while CoreWeave achieved 112% Q1 growth with a $100 billion order backlog. However, both companies face risks due to their reliance on capital raises that could dilute shareholders.

06/10/2026, 5:30 AM • The Motley Fool

Alphabet Is Raising $80 Billion for AI Infrastructure. These 4 Semiconductor Stocks Win the Most.

Alphabet is raising $80 billion to fund AI infrastructure expansion, with spending projected to grow 30% annually through 2030. Four semiconductor companies are positioned to benefit: Nvidia (dominant GPU provider), Broadcom (custom chip designer for Google), TSMC (world's largest chip foundry), and Marvell Technology (developing custom AI accelerators and memory processing units for Google).

06/10/2026, 3:05 AM • The Motley Fool