SPDW vs VWO: Two International ETFs Face Off, but One Offers a Better Mix of Income and Growth for Long-Term Investors

The article compares two international ETFs: State Street's SPDW (developed markets) and Vanguard's VWO (emerging markets). SPDW offers lower fees (0.03% vs 0.06%), higher dividend yield (3.04% vs 2.26%), and more stability, while VWO provides greater growth potential through technology exposure and emerging market exposure. The author recommends VWO for long-term investors despite higher volatility, citing stronger AI infrastructure and faster economic growth prospects in emerging markets.

10/30/2026, 5:15 PM • The Motley Fool

Stock Market Today, Oct. 28: SK Hynix Surges on Record Q3 Results and AI-Memory Demand

SK Hynix surged 13.30% on October 28, 2026, following record Q3 results with a sevenfold jump in operating profit and an 80% operating margin. The memory chipmaker's strong performance was driven by robust AI-memory demand, with DRAM and HBM production effectively sold out through 2029. Peers Micron Technology and SanDisk also rallied on the positive sentiment around AI-memory demand.

10/28/2026, 5:28 PM • The Motley Fool

Why Micron Technology Stock Rallied Today

Micron Technology stock surged 4.8% after rival SK Hynix reported record quarterly results and announced that memory chip demand will outpace supply through 2030, with supply sold out for the next three years. As one of the Big Three memory chipmakers, Micron stands to benefit from continued strong demand for AI-related memory chips, with the stock trading at an attractive 13x earnings despite 340% gains over the past year.

10/28/2026, 11:41 AM • The Motley Fool

5 Stocks Poised to Win Big as SpaceX Ramps Up AI Infrastructure

SpaceX plans to increase AI computing capacity by 10-20 gigawatts next year, positioning several semiconductor and infrastructure companies as major beneficiaries. Nvidia will be the primary winner as SpaceX's exclusive chip supplier, while SK Hynix, Amphenol, Vertiv, and TSMC are also expected to see significant revenue boosts from increased demand for memory, interconnects, cooling systems, and advanced logic chips.

10/28/2026, 5:30 AM • The Motley Fool

Does Jensen Huang Know Something Wall Street Doesn't? Nvidia's CEO Sees No Signs of Memory Demand Fading by 2029

Nvidia CEO Jensen Huang expressed confidence that memory demand will remain strong through 2029, contrasting with Wall Street concerns about potential supply gluts. Despite recent worries about new competition from Chinese chipmakers and analyst predictions of price declines, Huang believes AI-driven demand will sustain memory constraints. However, the memory sector remains historically cyclical and volatile, with long-term contracts from major manufacturers suggesting confidence in sustained demand.

10/27/2026, 3:31 AM • The Motley Fool

Not Nvidia. This Chip Stock Has More Upside, According to Wall Street.

Wall Street analysts believe SK Hynix, a major memory manufacturer, has greater upside potential than Nvidia over the next year. SK Hynix's 12-month price target suggests 82% upside compared to Nvidia's 52%, driven by explosive growth in high-bandwidth memory (HBM) demand. SK Hynix is growing faster than Nvidia with a 257% YoY revenue increase and trades at a cheaper valuation, positioning it to benefit from the projected $641 billion HBM market by 2030.

10/26/2026, 12:15 PM • The Motley Fool

Intel vs. SK Hynix: Revenue Trends to Help Investors Weigh Which Artificial Intelligence Stock to Buy

SK Hynix has dramatically surpassed Intel in revenue growth over the past two years, reaching $52.6 billion in Q2 2026 compared to Intel's $16.1 billion, driven by massive demand for advanced memory semiconductors. While SK Hynix achieved historic profitability with a 76% operating margin, Intel is attempting a turnaround under new CEO Lip-Bu Tan, with Q2 2026 marking its highest quarterly sales in two years. The key question for investors is whether SK Hynix's exceptional growth will sustain or face margin pressure as manufacturing capacity expands.

10/25/2026, 1:05 PM • The Motley Fool

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years

While Sandisk has outperformed Micron in 2026 with 480% gains versus Micron's 220%, Micron is positioned as the better long-term investment for the next three years. Micron's dual exposure to both DRAM and NAND flash markets, combined with strong HBM demand, higher market share gains, and faster projected earnings growth, gives it an advantage over pure-play NAND flash manufacturer Sandisk. Both companies benefit from persistent memory chip shortages expected through 2029, but Micron's diversified product portfolio and stronger fundamentals make it the preferred choice.

10/24/2026, 9:02 AM • The Motley Fool

Looking Beyond the S&P 500? These 2 International ETFs Offer Very Different Opportunities

The article compares two international ETFs: State Street SPDR Portfolio Developed World ex-US ETF (SPDW), which targets established economies with ultra-low fees (0.03%) and higher yields (3.1%), and iShares Core MSCI Emerging Markets ETF (IEMG), which focuses on developing nations with heavy technology exposure (42%) but higher fees (0.09%). While IEMG offers greater growth potential through semiconductor leaders, SPDW is recommended as the better long-term buy due to lower costs, higher income, and more balanced risk exposure.

10/24/2026, 5:30 AM • The Motley Fool

Memory Stocks Are Plummetting. Jensen Huang Says the Bears Have It Wrong.

Memory chip stocks have declined roughly one-third from their July peak amid investor concerns about cyclical oversupply and rising debt yields. However, Nvidia CEO Jensen Huang argues the shortage won't ease until after 2029, and memory stocks trade at attractive valuations with extreme profit margins. The article suggests memory stocks may be undervalued given long-term AI demand from robotics and autonomous vehicles.

10/23/2026, 10:55 PM • The Motley Fool

Could a $10,000 Investment in Micron Set You Up for Life?

Micron Technology's stock surged over 850% between June 2025 and June 2026 due to AI data center demand and memory shortages, but has since fallen 25% from its peak. While the company has grown revenue 256% and earnings 879%, market concerns about oversupply, competition from Chinese manufacturers, and historical precedent of memory price crashes are keeping valuations modest despite strong fundamentals.

10/23/2026, 8:13 AM • The Motley Fool

Even With SOXX and DRAM Down Between 24% and 42% From Their Highs, I'd Still Rather Buy This Vanguard ETF for Semiconductor Stock Exposure

While semiconductor ETFs SOXX and DRAM have experienced significant declines from their highs, the article argues that the Vanguard Information Technology ETF (VGT) is a better long-term investment choice. VGT offers broader tech sector exposure including AI infrastructure and software, lower fees (0.09% vs 0.65%), and more diversification across 314+ holdings compared to DRAM's concentrated bet on three memory chip stocks. The author suggests pairing VGT with individual international semiconductor holdings for customized exposure.

10/23/2026, 7:00 AM • The Motley Fool

Better Memory Stock: SK Hynix vs. Micron

SK Hynix and Micron are both benefiting from the AI-driven memory supercycle, but with different exposures. SK Hynix leads in high-bandwidth memory (HBM) with a 50% market share and strong Nvidia partnership, while Micron has seen faster recent growth due to rising conventional memory prices. The analyst favors SK Hynix as the better long-term investment due to its advanced memory leadership and reduced exposure to conventional memory price declines.

10/23/2026, 5:15 AM • The Motley Fool

If I Could Only Invest $500 in AI This Month, I'd Buy This 1 Stock.

Netlist has secured major patent settlement deals with Samsung and Micron worth $897 million and $600 million respectively over five years, generating nearly $100 million in annual recurring revenue. The company is leveraging these proceeds to scale its AI memory hardware business, with products like CXL NVvault addressing memory bottlenecks in AI systems. With a market cap of $2.1 billion and strong growth momentum, Netlist is positioned similarly to Rambus and could see significant upside from hyperscaler deals and agentic AI adoption.

10/21/2026, 7:32 AM • The Motley Fool

Should You Forget Micron and Buy These 3 Memory Stocks Instead?

While Micron Technology has surged 350% over the past year, the article argues that three alternative memory stocks offer better value and growth prospects: SK Hynix delivers higher sequential growth and lower valuation, Sandisk shows faster expansion with long-term customer contracts, and Astera Labs provides exposure to AI infrastructure with accelerating guidance.

10/20/2026, 4:15 AM • The Motley Fool