IonQ vs. Nebius Group: Which Technology Stock Is a Better Buy in 2026?

The article compares two high-growth technology stocks: IonQ, which develops quantum computing hardware with 202% revenue growth but significant losses, and Nebius Group, an AI cloud infrastructure provider with 479% revenue growth and positive profitability. The author recommends Nebius as the better buy in 2026, citing its current profitability, extraordinary growth, and strong market demand, while acknowledging IonQ's long-term potential in quantum computing.

10/14/2026, 3:20 PM • The Motley Fool

Nvidia Talked Up Generative AI 2 Weeks Before ChatGPT. The Clues Hold Up.

Nvidia's November 2022 earnings call, two weeks before ChatGPT's release, contained clear signals about the generative AI boom. While the report appeared disappointing on the surface with missed targets and gaming revenue collapse, management specifically highlighted large language models and generative AI as drivers of 31% data center revenue growth. The company was already shipping H100 GPUs for AI workloads, and its systems-level approach to AI infrastructure—including networking and storage—positioned it to capture significant value from the emerging AI wave.

10/14/2026, 3:19 PM • The Motley Fool

3 Reasons to Buy Intel Stock Before 2027

Intel stock has surged 180% over the past year driven by AI chip demand. The company beat guidance for seven consecutive quarters with Q2 revenue up 25% to $16.1B and gross margins reaching 41.8%. Key growth drivers include strong CPU demand for AI workloads, narrowing foundry losses, and expanding margins, with analysts projecting 21% revenue growth to $78B in 2027.

10/14/2026, 12:43 PM • The Motley Fool

Applied Materials vs. Intel: Which Technology Stock Is a Better Buy in 2026?

Applied Materials and Intel represent different points in the semiconductor supply chain. Applied Materials reported strong fiscal 2025 results with $28.4B revenue, 24.7% net margin, and $5.7B free cash flow, with Q3 2026 showing 25% revenue growth. Intel faced challenges with negative free cash flow in 2025, a $12.5B noncash charge in Q2 2026, and significant shareholder dilution from $23B in new stock sales. The analyst favors Applied Materials as the better buy but recommends dollar-cost averaging due to cyclical industry risks, while Intel's turnaround depends on its unprofitable foundry business becoming profitable.

10/14/2026, 12:24 PM • The Motley Fool

Marvell's New $18 Billion Revenue Target Could be a Game-Changer

Marvell Technology has set an ambitious $18 billion fiscal 2028 revenue target, leveraging custom AI chip wins, hyperscaler partnerships, and optical connectivity opportunities. The key question for investors is whether the company's growth can accelerate fast enough to justify its current valuation.

10/14/2026, 11:30 AM • The Motley Fool

Should You Buy Alphabet Before Oct. 28?

Alphabet is positioned as a strong investment opportunity ahead of its Q3 earnings report on Oct. 28. The company benefits from its dominant Google Search business (68% of revenue), strong growth in Google Cloud (82% revenue increase driven by AI demand), and the rapid success of its Gemini AI app which reached 1 billion monthly users. While heavy capital expenditure on AI infrastructure raises some investor concerns, the company's early leadership in AI and strong revenue growth prospects make it a solid long-term buy regardless of short-term earnings reactions.

10/14/2026, 11:05 AM • The Motley Fool

The S&P 500 Is Dangerously Concentrated in 5 Tech Giants. Are They Still Buys?

The S&P 500 has reached record concentration levels with its top five tech stocks (Nvidia, Apple, Microsoft, Alphabet, and Amazon) comprising nearly 30% of the index. Despite this concentration risk, the article argues that four of these five companies remain attractive buys due to strong valuations and growth prospects, with Apple being the only exception due to higher valuation multiples.

10/14/2026, 7:20 AM • The Motley Fool

Intel vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026?

Intel and Marvell Technology represent different plays in the AI-driven semiconductor market. Intel is undergoing a major turnaround to become a foundry while maintaining CPU dominance, reporting near-breakeven results with significant ongoing capital expenditures. Marvell focuses on data center networking and posted strong 42% revenue growth with a 32.6% net margin. The article concludes Marvell is the better buy due to its growth trajectory, lower valuation multiples, and lack of business model uncertainty, while Intel faces risks from its costly restructuring and government involvement.

10/14/2026, 7:05 AM • The Motley Fool

Not Nvidia. Not Broadcom. This Storage Stock Could Be 2027's Hidden AI Winner.

Seagate Technology is positioned as an overlooked AI beneficiary, with 34% revenue growth driven by data center demand for high-capacity storage. The company's nearline hard drive supply is allocated through 2027, and its next-generation Mozaic 4+ drives (up to 44TB) are entering production. Upcoming Mozaic 5+ qualification shipments in late 2027 represent another key milestone for investors to monitor.

10/14/2026, 6:30 AM • The Motley Fool

4 High-Risk Stocks Built for Big Returns

The article highlights four high-risk, high-reward stocks: Agios Pharmaceuticals awaiting FDA approval for mitapivat to treat sickle cell disease; Navitas Semiconductor pivoting toward AI data centers and high-power chips; Joby Aviation developing eVTOL transportation services with autonomous capabilities; and Viking Therapeutics developing obesity drug VK2735 with potential in a multi-billion dollar market. All require patience but offer significant upside if their respective catalysts materialize.

10/14/2026, 6:08 AM • The Motley Fool

This Vanguard Index Fund Could Turn $500 Per Month Into a $1 Million Portfolio That Pays $15,000 in Annual Dividend Income

Investing $500 monthly in the Vanguard S&P 500 ETF could grow to approximately $1 million over 30 years, generating $15,000 in annual dividend income. The S&P 500 has historically returned 10.3% annually over the past three decades, and the low-cost index fund offers broad exposure to 500 large-cap stocks covering 80% of U.S. equities with a minimal 0.03% expense ratio.

10/14/2026, 5:12 AM • The Motley Fool

As Big Tech Designs Its Own AI Chips, the Companies Behind the Scenes Win

As major tech companies like Alphabet, Microsoft, and Amazon develop custom AI processors instead of relying solely on GPUs, semiconductor designers and manufacturers are positioned to benefit significantly. Custom processors are growing 45% annually compared to 16% for GPUs, with companies like Broadcom, Marvell, and Taiwan Semiconductor Manufacturing capturing substantial market share and revenue growth.

10/14/2026, 5:07 AM • The Motley Fool

Prediction: $5,000 Invested in Taiwan Semiconductor Could Be Worth This Much by 2030

Taiwan Semiconductor Manufacturing (TSMC) is positioned for strong growth through 2030, with analyst predictions suggesting a $5,000 investment could grow to $8,000. TSMC's virtual monopoly on advanced AI chip manufacturing, commanding 73% of the foundry market and over 95% of advanced AI chips, combined with expanding profit margins and consistent earnings growth, supports the bullish outlook. The company's dominance in supplying chips to major AI hyperscalers provides a lucrative position regardless of which company leads the AI race.

10/14/2026, 1:30 AM • The Motley Fool

CrowdStrike vs. Palantir Technologies: What Revenue Trends Tell Investors About These High-Growth Tech Companies

Palantir Technologies has overtaken CrowdStrike in quarterly revenue, with Palantir achieving 93% growth in Q2 2026 compared to CrowdStrike's 26% growth. While CrowdStrike maintains steady revenue increases driven by cybersecurity demand amid AI threats, Palantir is experiencing accelerating growth fueled by its AI platform and NVIDIA partnership, demonstrating stronger market demand.

10/13/2026, 7:35 PM • The Motley Fool

Nvidia in 5 Years: Where the Stock Could Be Headed

Nvidia's stock has surged 1,000% over the past five years as the leading provider of AI hardware for data center infrastructure. With projected revenue growth of 61% annually through fiscal 2029 and a forward P/E ratio of 25 (only 27% above the S&P 500), analysts see significant upside potential. However, the stock's valuation remains modest due to uncertainty about the durability of the AI boom, making future gains highly uncertain despite strong fundamentals.

10/13/2026, 6:06 PM • The Motley Fool