Taiwan Semiconductor Manufacturing: Is the Stock a Buy as Revenue Continues to Soar?

TSMC reported strong Q2 results with 34% year-over-year revenue growth to $40.7 billion and gross margin expansion to 67.6%. The company raised full-year revenue guidance to over 40% growth and increased 2026 capex budget to $60-64 billion, signaling sustained AI chip demand. Trading at a forward P/E of ~20x, the stock is viewed as attractively valued given its monopolistic position in advanced chip manufacturing.

07/19/2026, 6:15 AM • The Motley Fool

Intel Stock Soared About 278% in the First Half of 2026, Then Fell 10% in a Single Day. Buy the Dip or Run for the Hills?

Intel's stock surged 278% in H1 2026 under CEO Lip-Bu Tan due to successful 18A process adoption and foundry business wins from Tesla and Apple. However, a 10% single-day drop in July suggests the stock price has outpaced fundamentals. With forward P/E ratios of 127-89 and modest 7% revenue growth, analysts recommend holding rather than buying, as the valuation appears years ahead of anticipated earnings growth.

07/19/2026, 4:02 AM • The Motley Fool

Can Nvidia Become a $10 Trillion Stock by 2030?

Nvidia, currently valued at $5 trillion, could potentially double to $10 trillion by 2030 based on accelerating revenue growth (85-96% YoY) and dominant 80-90% market share in AI chips. However, the stock trades at a premium 20x price-to-sales ratio that would likely compress as growth inevitably slows, making the $10 trillion valuation dependent on maintaining 40-50% CAGR and a lower valuation multiple.

07/19/2026, 3:25 AM • The Motley Fool

Prediction: SOXX Is About to Outperform SMH. Here's Why.

The iShares Semiconductor ETF (SOXX) is positioned to outperform the VanEck Semiconductor ETF (SMH) due to superior portfolio construction. While both are market-cap-weighted semiconductor ETFs with similar holdings, SOXX applies stricter weighting caps (8% for top 5 holdings, 4% for others) compared to SMH's 20% limit. This makes SMH dangerously concentrated with a 30% combined allocation to Nvidia and TSMC, creating significant concentration risk. SOXX's more diversified approach is expected to provide better risk-adjusted returns over the next 6-12 months.

07/18/2026, 3:16 PM • The Motley Fool

Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026?

Dell Technologies and NVIDIA represent different plays on the AI boom. Dell has surged over 200% in 2026 with strong server sales driven by AI adoption, while NVIDIA remains the dominant chip leader with superior financials and a 55.6% net margin. Though Dell appears cheaper on valuation metrics, NVIDIA is recommended as the better long-term investment due to its market leadership, CUDA software dominance, and stronger balance sheet.

07/17/2026, 5:04 PM • The Motley Fool

TSMC Just Announced Fantastic News for Nvidia Shareholders

TSMC reported strong Q2 earnings with revenue up 33% and EPS up 77%, driven by AI chip demand. The company announced a $100 billion additional investment in Arizona manufacturing, including advanced packaging capabilities, which could benefit customers like Nvidia. TSMC's CEO indicated strong demand signals from cloud providers, suggesting sustained long-term AI growth and supporting Nvidia's valuation at 23x forward earnings.

07/16/2026, 8:10 PM • The Motley Fool

Stock Market Today, July 16: Micron Plunges as Tech Stocks Extend Sell-Off

Tech stocks extended their sell-off on July 16, 2026, with the Nasdaq Composite falling 1.47% amid growing AI spending concerns and escalating U.S.-Iran tensions. Micron Technology plunged nearly 6%, while semiconductor leaders like Nvidia and Broadcom declined. Taiwan Semiconductor Manufacturing fell despite record earnings. Abbott Laboratories surged over 10% on strong earnings. A Bank of America survey revealed 45% of fund managers view an AI bubble as the largest market risk.

07/16/2026, 5:03 PM • The Motley Fool

Dow Jones Hangs On While Memory Chips Take Another Beating

The semiconductor sector continued its fourth consecutive day of losses after Taiwan Semiconductor raised capital expenditure forecasts to $60-64 billion, sparking investor concerns about profitability. Memory chip stocks like SK Hynix and Micron plummeted, dragging down the Nasdaq and S&P 500. The Dow remained relatively stable as healthcare stocks, particularly UnitedHealth and Abbott Laboratories, rallied on strong earnings, offsetting tech sector weakness.

07/16/2026, 1:03 PM • The Motley Fool

Why Sandisk Stock Is Still Dropping

Sandisk stock fell 9.6% following TSMC's Q2 earnings beat and announcement of increased capital spending ($60B vs. $54B forecast). While investors punished TSMC for higher spending concerns, the article argues this is actually positive for Sandisk, as TSMC's expanded chip production for AI applications will increase demand for Sandisk's NAND flash memory chips needed to pair with CPUs and GPUs.

07/16/2026, 11:24 AM • The Motley Fool

Why Is Micron Stock Still Falling?

Micron stock fell 3.2% following TSMC's strong Q2 earnings report and increased capital spending guidance, despite this being positive news for Micron's memory chip demand. The article argues the sell-off is illogical, as TSMC's increased AI chip production will drive demand for Micron's HBM memory chips. Additionally, Micron signed strategic supply agreements with seven major automotive suppliers, providing revenue certainty and margin protection.

07/16/2026, 10:36 AM • The Motley Fool

Nasdaq 100 Outlook Turns Fragile as Chip Stocks Retreat Despite Easing Inflation

US equity futures declined as semiconductor stocks weakened, with the Nasdaq 100 struggling near the 30K resistance level. Despite softer inflation data supporting growth assets, AI enthusiasm is cooling amid concerns about infrastructure investment returns and supply chain constraints. The Fed remains cautious despite improving inflation data, with focus shifting to retail sales and hawkish Fed speakers.

07/16/2026, 7:48 AM • Investing

TSMC Crushed Earnings - So Why Are Chip Stocks Falling?

TSMC delivered record Q2 earnings with strong revenue, margins, and Q3 guidance, yet chip stocks fell sharply. The market is shifting focus from celebrating AI demand to questioning how long chip scarcity will last, whether new capacity investments will generate adequate returns, and if hyperscalers can monetize infrastructure fast enough to justify current valuations.

07/16/2026, 7:17 AM • Investing

Dominating AI Earnings and Moderating Inflation Create a Strong Market Omen

Taiwan Semiconductor Manufacturing (TSM) reported record June sales of $13.99 billion, up 67.9%, signaling strong momentum for AI and data center stocks heading into earnings season. Meanwhile, wholesale inflation is moderating with the Producer Price Index declining 0.3% in June and the Consumer Price Index posting its first decline since 2020, reducing expectations for further Fed rate hikes.

07/15/2026, 2:14 PM • Investing

AI Chip Spending Is Projected to Hit $1.6 Trillion by 2030. Here Are the Stocks Positioned to Capture Much of It.

McKinsey projects semiconductor spending will reach $1.6 trillion by 2030, driven by AI demand. The article highlights three companies positioned to benefit: Nvidia dominates AI accelerators with strong growth despite high valuation; ASML is the sole EUV lithography equipment manufacturer essential to chip production; and SK Hynix leads the high-bandwidth memory market with a partnership deal with Nvidia.

07/15/2026, 6:24 AM • The Motley Fool

S&P 500 Earnings Growth Remains Narrow as Energy and Technology Lead

S&P 500 earnings season shows strong performance with major banks beating expectations, though IBM missed due to data center competition. Energy, technology, and semiconductors are leading earnings growth. Positive analyst revisions suggest stronger underlying earnings ahead. Taiwan Semiconductor Manufacturing reported record June sales of $13.99 billion, signaling strong AI and semiconductor momentum. Cooling inflation data with June CPI declining 0.4% reduces Fed rate hike expectations.

07/14/2026, 2:21 PM • Investing