Applied Materials vs. Amkor Technology: Which Artificial Intelligence Stock Is a Better Buy in 2026?

The article compares two semiconductor industry leaders positioned to benefit from AI growth. Applied Materials manufactures chip-making equipment with strong margins (24.7%) but faces export control risks and higher valuation multiples. Amkor Technology provides assembly and testing services with lower valuation metrics but concentrated customer risk. The author recommends Amkor as the better value despite acknowledging both companies are ideal investments given their critical roles in the AI ecosystem.

07/13/2026, 8:04 AM • The Motley Fool

5 Unstoppable Semiconductor Stocks You Can Buy Now in July (2026)

Semiconductor stocks are experiencing strong growth driven by agentic AI proliferation. The article highlights five semiconductor companies as investment opportunities, with undervalued opportunities still available in the sector despite recent gains.

07/11/2026, 2:31 PM • The Motley Fool

Edge AI Semiconductor Market Size to Hit USD 151.30 Billion by 2035 | Research by SNS Insider

The global Edge AI Semiconductor Market was valued at $25.36 billion in 2025 and is projected to reach $151.30 billion by 2035, growing at a CAGR of 19.57%. Growth is driven by rising adoption of edge AI computing across consumer electronics, automotive, industrial IoT, and healthcare sectors. North America leads with 39% market share, while Asia Pacific is expected to experience the highest growth rate.

07/10/2026, 3:30 AM • GlobeNewswire

Power Line Communication Market Size to Worth USD 27.28 Billion by 2035 | SNS Insider

The global Power Line Communication (PLC) market, valued at USD 10.32 billion in 2025, is expected to grow to USD 27.28 billion by 2035 at a 10.23% CAGR. Growth is driven by smart grid modernization, digital utility infrastructure expansion, and increasing adoption of IoT-based smart homes and building automation. Asia Pacific leads with 34.60% market share, while North America remains significant due to advanced utility infrastructure and grid modernization efforts.

07/07/2026, 3:30 AM • GlobeNewswire

This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)

Qualcomm has signed major deals with three hyperscalers and expects its data center chip business to grow from nearly zero to $15 billion by 2029. The company projects $5 billion in data center revenue by fiscal 2027 and expects EPS to climb to over $18 by 2029, representing 18% annualized growth. Trading at less than 18 times forward earnings, the stock appears undervalued relative to its growth prospects.

07/05/2026, 4:30 AM • The Motley Fool

SanDisk Stock Keeps Bouncing Back, and That Tells Investors a Lot

SanDisk (SNDK) has experienced extreme volatility over a 10-day period in late June 2026, with sharp declines followed by strong rebounds. Despite drops of 20%, 18%, and 10%, the stock has bounced back with 24% and 19% gains, signaling strong underlying demand from buyers. Analysts remain constructive, with Bank of America raising its price target to $2,500, citing expectations that NAND supply-demand imbalances will persist through 2027. The pattern suggests bulls remain in control despite broader tech sector weakness.

07/03/2026, 4:46 AM • Investing

5G NTN Market Surges to $45.55 billion at a CAGR 30.8% by 2031 | Report by MarketsandMarkets™

The 5G Non-Terrestrial Network (NTN) market is projected to grow from USD 11.91 billion in 2026 to USD 45.55 billion by 2031, at a CAGR of 30.8%. The hardware segment dominates the market, while LEO satellite platforms show the highest growth rate. North America leads the market, driven by companies like SpaceX and Qualcomm, with Asia Pacific emerging as the fastest-growing region.

07/02/2026, 10:34 AM • GlobeNewswire

Meet the Artificial Intelligence (AI) Inference Stock That Could Deliver the Biggest Gains Over the Next 3 Years (Hint: It's not Nvidia or Broadcom)

As AI inference workloads shift to become the dominant computational workload in data centers, Qualcomm is positioned to capitalize on this trend with its inference-focused chips and attractive valuation. The company projects $15 billion in data center revenue by fiscal 2029 and has secured Meta as a key customer with multi-generation agreements. With earnings expected to grow at 18.5% annually and trading at just 17x forward earnings, Qualcomm stock could potentially reach $473 by fiscal 2029, representing 150% upside.

06/30/2026, 3:33 PM • The Motley Fool

The Best Dividend ETF to Buy With $1,000 Right Now -- Up 18% This Year

The Schwab U.S. Dividend Equity ETF (SCHD) has rebounded strongly, gaining 16% year-to-date and outperforming the S&P 500. The fund focuses on quality dividend-paying companies and has increased dividends annually since inception. Recent market rotation back to value stocks and the Fed's hawkish stance support continued performance, though tech exposure was trimmed during rebalancing.

06/30/2026, 11:30 AM • The Motley Fool

Overclocking Qualcomm: Rewiring the AI Compute Market

Despite a recent 20% drawdown due to smartphone supply constraints, Qualcomm is strategically transforming from a mobile-dependent chipmaker into a diversified AI compute powerhouse. The company acquired Modular for $3.92 billion to gain software infrastructure and the Mojo programming language, while launching the Dragonfly C1000 server CPU with commitments from Meta and Microsoft. By migrating to 2nm nodes, Qualcomm aims to bring data center-level processing to mobile devices, targeting $40 billion in non-handset revenue by fiscal 2029.

06/30/2026, 10:21 AM • Investing

Graphene Chip Market Size to Hit USD 19.78 Billion by 2035 | Research by SNS Insider

The global graphene chip market, valued at USD 4.41 billion in 2025, is expected to grow to USD 19.78 billion by 2035 at a CAGR of 16.20%. Growth is driven by rising demand for AI computing, advanced nanoelectronics, and high-performance semiconductors. Asia Pacific leads with 38.45% market share, while transistors and electronics applications dominate segments. Key players include Samsung, Intel, TSMC, and NVIDIA.

06/27/2026, 7:30 AM • GlobeNewswire

Qualcomm Just Nearly Doubled Its Most Important Growth Target, Confirming Its Place as a Key AI Stock

Qualcomm nearly doubled its non-handset revenue target to $40 billion by fiscal 2029 and set a $15 billion data center revenue goal, marking its boldest diversification push yet. The company secured a multi-year deal with Meta for its new Dragonfly C1000 processor, though it faces significant competition from Nvidia in the data center market. Trading at a modest 17x earnings, the stock offers potential upside if Qualcomm can execute on its ambitious growth plans.

06/26/2026, 9:31 PM • The Motley Fool

Great News for Micron Stock Investors!

Micron Technology reported revenue and profits that beat expectations, delivering one of the best quarters of performance in recent years. The strong results also have positive implications for related semiconductor companies including Intel, AMD, Arm, and Qualcomm.

06/26/2026, 8:21 PM • The Motley Fool

Nasdaq Selloff Shows AI Leadership Is Turning Into Market Drag

The Nasdaq is experiencing its fourth consecutive losing session as AI-related stocks face pressure from multiple headwinds: OpenAI's delayed IPO to 2027, surging memory chip costs forcing price increases across the hardware industry, and concerns about the sustainability of AI infrastructure spending. While memory chip makers benefit from tight supply, device manufacturers like Apple are forced to raise prices, signaling margin compression across the tech ecosystem. The Dow, meanwhile, reaches record highs on strength in non-AI sectors like industrials and healthcare, highlighting a significant rotation away from crowded growth stocks.

06/26/2026, 2:03 PM • Investing

Nvidia’s Micron-Led Bounce Tests Confidence in the AI Capex Cycle

Nvidia rebounded near $200 after Micron's record earnings reignited confidence in AI semiconductor demand. CEO Jensen Huang declared AI has entered a profitability era and confirmed the next-generation Vera Rubin architecture is in full production. However, the stock faces headwinds from rising competition, margin pressure from memory suppliers, geopolitical risks from China export controls, and uncertainty about whether AI capital spending can sustain current growth rates.

06/25/2026, 4:34 PM • Investing