Micron Technology Stock Is Plummeting, but Here's Why I'm Not Buying the Dip

Micron Technology stock has fallen 32% from its June high amid concerns about the sustainability of AI infrastructure spending. While the company shows strong financial results and trades at a discount valuation, rising hardware costs are forcing companies to cap AI usage and shift to cheaper models, potentially reducing demand for memory chips. The author avoids buying the dip due to uncertainty around future earnings sustainability.

08/02/2026, 1:25 PM • The Motley Fool

Prediction: Vanguard's S&P 500 ETF Will Be Back Above $1 Trillion in Assets Before the Year Is Out. Here's the Math.

Vanguard's S&P 500 ETF (VOO) briefly became the first ETF to reach $1 trillion in assets in June 2026 but has since fallen to $979 billion. The article predicts it will return above $1 trillion by year-end, requiring only a 2% gain. This prediction is supported by strong monthly inflows of approximately $14 billion and modest market gains, though concentration risk in mega-cap growth stocks poses a potential headwind.

08/02/2026, 11:34 AM • The Motley Fool

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

The article compares AMD and Arm as investment options in 2026. AMD is a chip manufacturer with strong data center revenue growth (34.3% YoY) but faces manufacturing risks and competition. Arm licenses IP architecture with a 99% smartphone market share, higher profit margins (18.4%), and a more resilient business model. Despite AMD's cheaper valuation (P/E 68.6 vs 108.6), the author recommends Arm due to its superior business model and lower operational risks.

08/02/2026, 8:30 AM • The Motley Fool

Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks

Nvidia CEO Jensen Huang argues that the current semiconductor boom is fundamentally different from historical cycles because it's driven by AI infrastructure demand rather than consumer demand. He believes the semiconductor industry needs to grow 5-10 times larger. Recent earnings from Nvidia and Intel support continued strong compute demand, though skepticism remains about the sustainability of hyperscaler spending on data centers.

08/02/2026, 8:03 AM • The Motley Fool

Jensen Huang Predicted Nvidia Would Collect $1 Trillion in Chip Sales Through 2027. Is Nvidia Still on Pace?

Nvidia appears on track to meet CEO Jensen Huang's $1 trillion cumulative revenue target for Blackwell and Rubin chips through 2027, with data center revenue growing 92% year-over-year. However, supply chain constraints and competition from major cloud customers developing their own AI chips pose significant risks to achieving this goal.

08/02/2026, 7:20 AM • The Motley Fool

1 Thing Every Investor Needs to Know About Buying the S&P 500 Right Now

The S&P 500 index offers instant diversification across 500 large companies with historical ~10% annual returns, but investors should be aware of significant concentration risk. The index is heavily weighted toward mega-cap tech companies, with the top 10 holdings representing over a third of the index and the top 3 alone accounting for 18%. An alternative equal-weight S&P 500 ETF is available for those seeking more balanced exposure.

08/02/2026, 6:13 AM • The Motley Fool

Dan Ives Says Nvidia Demand Is Outpacing Supply "12 to 1." Here's What That Means for the Stock's Next Move.

Tech analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, suggesting significant upside potential despite the stock's modest 4% year-to-date returns. With major tech companies like Alphabet, Amazon, and Microsoft aggressively increasing AI capital expenditures and Nvidia posting 85% revenue growth, the analyst believes the AI revolution is still in early innings, particularly with physical AI applications yet to materialize.

08/02/2026, 5:07 AM • The Motley Fool

1 Incredible Reason to Buy Qualcomm Stock Right Now

Qualcomm stock has declined 14% year-to-date, offering a 2.5% forward dividend yield with significant upside potential. The company is targeting $40 billion in non-handset revenue by 2029, including $15 billion from data center operations, while shifting its business model toward AI infrastructure. The dividend is well-covered with only 36% of free cash flow allocated to payouts, leaving substantial resources for growth initiatives.

08/02/2026, 4:05 AM • The Motley Fool

Prediction: Nvidia Stock Will Skyrocket on Aug. 26

Nvidia has underperformed the S&P 500 in 2026, rising only 2% compared to the market's 7%. However, the article predicts a turnaround on Aug. 26 when the company reports Q2 fiscal 2027 earnings. Wall Street expects 96% revenue growth, and if Nvidia guides Q3 growth in the 90% range (above the current 81% analyst estimate), the stock could rally significantly. The company's dominance in AI data center GPUs and strong guidance from hyperscalers support optimism for continued growth.

08/02/2026, 3:30 AM • The Motley Fool

AI Efficiency Layer Cuts Energy Use and Expands Server Capacity on Existing Hardware

Trust Carbon Infrastructure announced its patent-pending HXS compute-efficiency layer, which reduces energy consumption by 17.2-27.4% across AI models on NVIDIA H100 hardware while maintaining identical model outputs. In deeper testing with Microsoft's Phi-4, energy use declined 50.5% with a 167% capacity increase. The technology requires no new hardware purchases and will be offered to a single partner.

08/01/2026, 10:38 AM • GlobeNewswire

The Magnificent Seven Dominated the Last Decade. Could MANGOS Lead the Next?

A new AI power bloc called MANGOS is emerging across public and private markets, potentially challenging the dominance of the Magnificent Seven. The group includes companies controlling AI models, compute, and distribution, with Nvidia serving as one of three public-market gateways into this private-heavy AI group.

08/01/2026, 8:30 AM • The Motley Fool

Nvidia Isn't the Most Valuable Company in the World Anymore. Is More Bad News Coming?

Apple has reclaimed the world's most valuable company title from Nvidia as the chipmaker's stock dropped 8% over three months while Apple gained 27%. Despite market concerns about AI spending sustainability, Nvidia should benefit from hyperscalers' continued massive AI infrastructure investments, though the stock faces near-term pressure as investors worry about revenue growth deceleration.

08/01/2026, 5:25 AM • The Motley Fool

Microsoft Stock is Soaring: Is it Too Late to Buy?

Microsoft stock surged following positive quarterly earnings results that pleased investors. The company reported $678 billion in revenue already under contract, representing more than 2 years of sales, and generated $19.6 billion in a key earnings metric. The article examines whether the stock's recent gains present a buying opportunity or if valuations have become stretched.

07/31/2026, 11:22 PM • The Motley Fool

Should You Buy the Dip in Meta Stock?

Meta stock disappointed investors after announcing increased spending on artificial intelligence infrastructure. The company's operating expenses are rising nearly twice as fast as revenue, raising concerns about profitability and efficiency. The article examines whether the recent stock dip presents a buying opportunity for investors.

07/31/2026, 11:19 PM • The Motley Fool

1 Key Metric To Watch That Could Send Arm Stock Soaring

Arm Holdings beat earnings expectations with 22% revenue growth to $1.29B and strong data center performance. The company's upcoming AGI CPU chip, already oversubscribed with demand more than double expectations, is positioned to drive future growth. Investors should monitor the CPU addressable market (TAM) forecasts, which have risen to $220B according to AMD's recent estimates, significantly higher than Arm's conservative $100B projection for fiscal 2031.

07/31/2026, 8:15 AM • The Motley Fool