VOO Doesn't Hold SpaceX, Taiwan Semiconductor, Samsung Electronics, SK Hynix, or ASML. Meet the Vanguard ETF That Does.

The Vanguard S&P 500 ETF (VOO) excludes major AI-related semiconductor companies like SpaceX, Taiwan Semiconductor, Samsung Electronics, SK Hynix, and ASML due to S&P 500 inclusion rules requiring 12 months of public trading. The Vanguard Total World Stock ETF (VT) offers broader global diversification with exposure to these international semiconductor leaders at a comparable 0.06% expense ratio, making it potentially more attractive for investors seeking AI chip exposure.

10/10/2026, 4:31 PM • The Motley Fool

Not Micron. Not Sandisk. This Memory Stock Is Quietly Gaining Share.

SK Hynix, South Korea's second-largest memory chipmaker, is emerging as a stronger competitor than Micron and Sandisk in the AI-driven memory chip market. With over 50% of the HBM market share and a valuation of just 5x forward earnings, SK Hynix offers better value and growth potential (107% EPS CAGR through 2028) compared to its U.S. rivals.

10/09/2026, 11:40 AM • The Motley Fool

A Wall Street Analyst Just Placed a $3,000 Price Target on Micron: Here Are the Cases For and Against a 200% Surge in the Stock.

DA Davidson analyst Gil Luria set a $3,000 price target on Micron, implying 200% upside based on a structural memory supercycle driven by AI infrastructure. However, the article argues this thesis has flaws: Micron derives less than 10% of revenue from high-bandwidth memory (HBM) and is primarily benefiting from elevated conventional DRAM and NAND prices rather than HBM demand, making it vulnerable if these prices normalize.

10/09/2026, 9:10 AM • The Motley Fool

3 Chip Stocks Up Over 6,000% in a Decade: 2 to Buy Now and 1 to Avoid

Nvidia, AMD, and Micron have delivered exceptional returns over the past decade. Nvidia and AMD are recommended as buys for the next decade due to their strong positions in AI infrastructure, inference, and emerging markets like agentic and physical AI. Micron should be avoided despite cheap valuations, as it relies on conventional memory price appreciation rather than next-generation technology leadership.

10/08/2026, 4:15 AM • The Motley Fool

SK Hynix vs. Taiwan Semiconductor Manufacturing: Which Computer Chip Stock Is a Better Buy in 2026?

The article compares SK Hynix and Taiwan Semiconductor Manufacturing as AI-driven semiconductor investments. SK Hynix, a memory chip specialist, trades at attractive valuations (P/E 11.76) with strong growth (47% revenue increase) but faces cyclical market risks. TSMC, the world's leading foundry, commands premium valuations (P/E 34.81) but offers safer long-term positioning with diversified revenue streams and massive free cash flow ($34.6B). The author recommends TSMC as the better buy for long-term investors despite higher valuation multiples.

10/07/2026, 1:38 PM • The Motley Fool

Intel vs. SK Hynix: Which Semiconductor Stock Is a Better Buy in 2026?

SK Hynix emerges as the superior semiconductor investment for 2026, driven by explosive AI-related demand and strong financial performance ($31.6B net income, 47% revenue growth), while Intel struggles with negative cash flow, shareholder litigation, and a $11B projected net loss despite strategic partnerships and foundry expansion efforts.

10/07/2026, 12:38 PM • The Motley Fool

The Only 2 Artificial Intelligence (AI) Stocks I'd Buy With $1,000 Today and Never Sell

An investment analyst recommends two AI stocks for long-term holding: Iren, a neocloud company building AI data centers with a 5,800-megawatt pipeline and contracts with major tech companies, and Netlist, an OTC-traded memory chip company winning patent litigation battles that generate substantial royalty revenue.

10/06/2026, 8:33 AM • The Motley Fool

ASML vs. SK Hynix: What Revenue Trends Reveal to Investors About These Artificial Intelligence Companies

SK Hynix and ASML are both benefiting from AI demand, but their revenue trajectories differ significantly. ASML shows steady, gradual quarterly growth due to long manufacturing timelines for EUV lithography equipment, while SK Hynix demonstrates rapid acceleration in memory chip sales driven by surging demand and rising memory prices. SK Hynix's Q2 2026 revenue reached $52.6 billion compared to ASML's $10.8 billion, highlighting divergent growth patterns in the semiconductor supply chain.

10/01/2026, 3:17 PM • The Motley Fool

ASML vs. SK Hynix: Which Tech Stock Is a Better Buy in 2026?

ASML and SK Hynix are compared as semiconductor infrastructure investments. ASML dominates lithography equipment with consistent growth (15.6% revenue growth, 29% net margin) and lower valuation risk, while SK Hynix leads in memory chips with stronger recent recovery (47% revenue growth, 44% net margin) but higher cyclical volatility. ASML is recommended for long-term 10-year investing, while SK Hynix may offer higher short-term returns with greater risk.

10/01/2026, 9:26 AM • The Motley Fool

Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026?

Broadcom and SK Hynix represent two different approaches to AI infrastructure investment. Broadcom offers stable, diversified enterprise infrastructure with a 36% net margin and $26.9B free cash flow but trades at a premium 30.2x forward P/E. SK Hynix delivers explosive growth with a 44% net margin and lower 7.6x valuation, but faces cyclical memory market volatility. Aggressive investors seeking direct AI exposure may prefer SK Hynix, while conservative investors should favor Broadcom's stability.

09/30/2026, 10:15 AM • The Motley Fool

Nvidia's Record Buyback Couldn't Keep the Nasdaq Out of the Red on Monday Morning

The Nasdaq fell 1% on Monday despite Nvidia announcing a record $150 billion buyback expansion. Market weakness was driven by Trump rejecting Iran's peace proposal, causing oil prices to spike and Treasury yields to rise to their highest level since 2002. Most semiconductor stocks declined sharply, with only Nvidia gaining ground as energy was the only sector posting real gains.

09/28/2026, 12:23 PM • The Motley Fool

Prediction: Micron Will Crush Earnings And...

Micron Technology is expected to report strong fiscal Q4 earnings driven by the AI-driven memory supercycle, with surging demand for DRAM and NAND. However, despite blowout results, the stock may not rally significantly as investors are increasingly concerned about when the memory supercycle will end. Micron's lower HBM market share (18% vs competitors' 50%+ shares) makes it more exposed to potential pullbacks in conventional DRAM and NAND prices.

09/26/2026, 10:05 AM • The Motley Fool

Better Global ETF: Vanguard's VT vs. the iShares URTH

Vanguard's Total World Stock ETF (VT) is recommended over iShares MSCI World ETF (URTH) due to its significantly lower expense ratio (0.06% vs 0.24%), broader global diversification including emerging markets, higher dividend yield (1.8% vs 1.4%), and larger asset base. While both offer similar sector allocations and comparable performance, VT provides exposure to key AI-related companies like TSMC and SK Hynix that URTH excludes.

09/22/2026, 4:10 PM • The Motley Fool

Nvidia and AMD Can't Make AI Chips Without This Growth Stock. Here's Why It Could Soar.

ASML, a Dutch semiconductor equipment maker, holds a monopoly on extreme ultraviolet (EUV) lithography machines essential for manufacturing advanced AI chips. With Nvidia and AMD relying on ASML's technology through foundries like TSMC, the company is positioned to benefit from surging demand for AI infrastructure and memory chips, expecting 25% growth in foundry/logic sales and 75% growth in memory system sales in 2026.

09/22/2026, 8:15 AM • The Motley Fool

This Nation's Stock Market Is Outperforming All Others This Year. Should You Invest?

South Korea's stock market is outperforming all others in 2026, with the Kospi index up nearly 60% driven primarily by semiconductor giants Samsung and SK Hynix. The market trades at attractive valuations (12x earnings vs S&P 500's 26x) and Goldman Sachs projects a 34% upside to 9,000. Investors can gain exposure through the iShares MSCI South Korea ETF (EWY), though the author recommends only modest investments due to tech sector volatility.

09/18/2026, 11:23 AM • The Motley Fool