Nvidia and Micron Technology Just Received Some Very Bad News From an Unlikely Place

Australian AI data center company Firmus cancelled its $5 billion IPO due to weak investor demand, signaling potential funding challenges in the AI infrastructure sector. This development raises concerns about future semiconductor demand for Nvidia and Micron, as companies are raising AI service prices and businesses are restricting AI usage to control costs. While both stocks appear cheap by valuation metrics, the market may be pricing in slower earnings growth ahead.

10/12/2026, 6:06 AM • The Motley Fool

Mark My Words: ASML Stock Is the Most Overlooked Way to Play the AI Infrastructure Boom

ASML, the world's only commercial supplier of extreme ultraviolet (EUV) lithography systems, is positioned as a compelling but overlooked investment in the AI infrastructure boom. The Dutch semiconductor equipment manufacturer is essential for producing advanced chips used by major foundries like TSMC, Samsung, and Intel. With expanding partnerships around High-NA EUV technology and strong expected earnings growth (55% revenue increase expected in Q3), ASML offers exposure to AI infrastructure development through the critical equipment layer.

10/12/2026, 5:14 AM • The Motley Fool

These 2 AI Stocks Have Stumbled. Now They May Soar Nearly 75%, According to Wall Street.

CoreWeave and Cerebras Systems, two AI infrastructure stocks that have recently declined, are expected by Wall Street analysts to surge approximately 75% over the next 12 months. CoreWeave, a specialized AI cloud provider with strong Nvidia backing, has fallen 37% since May but delivered record revenue. Cerebras, a newer GPU challenger with innovative Wafer-Scale Engine technology, has dropped 9% since its May IPO but reported strong earnings and 200%+ cloud revenue growth.

10/12/2026, 5:10 AM • The Motley Fool

Here's What a $1,400 Investment in Taiwan Semiconductor Manufacturing (TSMC) Stock Could Be Worth in 3 Years

TSMC is positioned as a top AI infrastructure play due to its virtual monopoly on advanced chip manufacturing. With AI infrastructure spending projected to reach $2 trillion by 2027, analysts forecast TSMC's EPS to grow from $16.96 to $28.64 by 2028. A $1,400 investment (three shares) could be worth $2,325-$2,850 in three years, representing a 70-100% potential return, though risks include AI spending slowdowns and competition from Samsung, Intel, and Tesla's Terrafab venture.

10/12/2026, 4:15 AM • The Motley Fool

Here's What $500 a Month in These 6 ETFs Could Be Worth in 20 Years

The article examines six ETFs with strong historical track records and projects potential 20-year growth from $500 monthly investments. It emphasizes the power of long-term investing and compound returns, presenting bull, base, and bear case scenarios for each ETF based on past performance data.

10/12/2026, 1:15 AM • The Motley Fool

Humanoid Robots Could Be a $5 Trillion Market. Here Are 3 Stocks Positioned to Win.

Morgan Stanley projects the humanoid robot market could reach $5 trillion by 2050. Three stocks are positioned to benefit: Micron Technology provides essential memory chips for AI inference and sensor processing; Tesla's Optimus robots are well-developed with CEO Elon Musk targeting a $25 trillion company valuation; and Alphabet has multiple avenues including Google Cloud, Gemini AI, custom chips, and Waymo's autonomous robotaxi operations.

10/11/2026, 9:30 PM • The Motley Fool

Not Nvidia. Not Broadcom. This Little-Known Chip Supplier Could Be the AI Boom's Best-Kept Secret.

Cerebras Systems, a lesser-known AI chipmaker, is gaining attention through its Wafer-Scale Engine technology designed for faster AI inference. The company secured a multi-year deal with OpenAI to deploy 750 megawatts of compute capacity through 2028, already powering GPT-5.6 Sol's Ultrafast mode. With its upcoming CS-4 system promising doubled performance and improved scalability, Cerebras positions itself as a competitive alternative to dominant players Nvidia and Broadcom in the AI infrastructure market.

10/11/2026, 7:30 PM • The Motley Fool

Micron Is Down 18% From Its High. History Suggests This Is What Happens Next.

Micron's stock has declined 18% from its June 2026 high of $1,255 to $1,030. While the company has historically experienced steep drawdowns during memory market cycles, the article argues that AI-driven demand for high-bandwidth memory (HBM) chips and enterprise SSDs could fundamentally extend this growth cycle differently than past cycles. Analysts project 55% revenue and 67% EPS growth through fiscal 2028, with the stock trading at a relatively cheap valuation of 6x earnings.

10/11/2026, 6:30 PM • The Motley Fool

Following OpenAI’s Revenue Report, Should You Really Buy AI Stocks Right Now?

OpenAI's annualized revenue fell to $50 billion (down from $68 billion reported previously), disappointing investors and triggering declines across AI stocks. While concerns about tech giants' $700 billion AI infrastructure spending persist, the article suggests the long-term AI opportunity remains bright. Investment suitability depends on risk tolerance, with recommendations ranging from dividend-focused alternatives for cautious investors to quality AI players like Nvidia and Amazon for moderate investors.

10/11/2026, 6:05 PM • The Motley Fool

History Says This Will Happen to AMD Stock in 2027

AMD stock has surged over 180% in 2026, but the article argues its valuation has become unsustainable at 85x forward earnings—far higher than peers like Nvidia (26x) and Broadcom (32x) despite slower revenue growth. The author suggests the rally was driven by investors recognizing existing chip usage rather than new deals, and predicts AMD could face declines in 2027 as investors take profits and reposition into cheaper, faster-growing competitors.

10/11/2026, 5:15 PM • The Motley Fool

If I Had a Choice to Invest $10,000 in SpaceX or Nvidia, Here's What I Would Do

In a comparison between SpaceX and Nvidia for a $10,000 investment, the author recommends Nvidia despite SpaceX's impressive growth and innovative opportunities. SpaceX shows strong fundamentals with 92% revenue growth and expanding Starlink operations, but trades at an expensive 69x sales valuation. Nvidia, with proven profitability, accelerating revenue (doubled to $96.2B), and a more attractive 30x earnings multiple, is positioned as the better buy given its central role in AI infrastructure development.

10/11/2026, 1:18 PM • The Motley Fool

Qualcomm Doesn't Look Cheap Next to Its AI Chip Peers. Here's Why.

Qualcomm's focus on edge AI chips for consumer devices limits its growth potential compared to Nvidia and Broadcom, which target hyperscalers spending billions on cloud AI infrastructure. Despite healthy 6% revenue and 27% EPS growth projections, Qualcomm significantly lags peers' 61-80% growth rates. Trading at 26x forward earnings versus Nvidia's 15x and Broadcom's 22x, Qualcomm appears overvalued relative to its growth prospects.

10/11/2026, 12:30 PM • The Motley Fool

Not Anthropic. Not AMD. Here's My Top AI Stock for 2027.

The author argues Nvidia is the best AI stock pick for 2027, despite its modest 30% gain in 2026. With revenue growth of 106% and EPS growth of 128% in Q2, Nvidia's stock is undervalued at 30x current earnings but trades at only 15x forward earnings. If the company achieves its projected 70% revenue growth in 2027 and the market re-rates it to a 30x multiple, the stock could double.

10/11/2026, 8:15 AM • The Motley Fool

This Nvidia Partner Was My Top Pick for 2026, and It's Up 43%: Here's Why It's Still a Great Value Now

ON Semiconductor, despite a 43% gain in 2026, remains a strong value play due to its exposure to electric vehicles, industrial applications, and fast-growing AI data center infrastructure. Management projects 12-14% revenue CAGR and 30% operating income CAGR through 2030, with the pending Synaptics acquisition expected to strengthen its position in the physical AI market.

10/11/2026, 7:15 AM • The Motley Fool

Meet the Only AI Stock I'd Buy Over Nvidia in October

ASML is positioned as a superior AI investment compared to Nvidia due to its virtual monopoly on extreme ultraviolet (EUV) lithography systems essential for advanced chip manufacturing. The company's High-NA EUV technology is in early adoption stages, with a collaboration with Taiwan Semiconductor to transition to 12-inch photomasks by 2031, which will unlock full efficiency benefits and drive future AI chip fab demand.

10/11/2026, 6:17 AM • The Motley Fool