Tesla Completes Key AI Chip Milestone in Its Push Beyond the Auto Industry

Tesla completed the tape-out for its AI5 chip, which will power its Optimus humanoid robot and Cybercab self-driving vehicle. The chip offers 40x performance improvement over the previous generation and will be manufactured by Samsung and Taiwan Semiconductor over the next 12-18 months. Tesla plans to build its own semiconductor facility (Terrafab) in Texas with SpaceX and Intel to achieve vertical integration and cost advantages. However, the analyst cautions that Tesla's $1.4 trillion market cap already prices in this ambitious vision, which remains years away from reality.

06/27/2026, 10:30 PM • The Motley Fool

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

Intel and Navitas Semiconductor represent different semiconductor strategies: Intel is pivoting to a foundry model for chip manufacturing while Navitas specializes in next-generation power materials like gallium nitride for AI and EVs. Intel shows stronger near-term momentum with revenue growth acceleration, while Navitas faces recovery risks after exiting its Chinese consumer business to focus on AI markets.

06/27/2026, 8:12 AM • The Motley Fool

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

Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now

Taiwan Semiconductor Manufacturing (TSMC) is positioned as the premier AI infrastructure investment, controlling over 70% of the global foundry market. The company benefits from strong AI chip demand, high margins (47% net profit margin), and significant switching costs for customers. With stock price up 110% over the past year and Q1 revenue surging 40% year-over-year, TSMC is raising prices amid strong demand, reinforcing its competitive moat despite growing competition from Intel and Samsung.

06/26/2026, 7:25 AM • The Motley Fool

Is Now the Time to Add an International ETF to Your Portfolio?

With the S&P 500 trading at historically expensive valuations similar to the dot-com bubble and heavy concentration in U.S. tech stocks, investors should consider geographic diversification through international ETFs. The Vanguard Total International Stock ETF (VXUS) offers low-cost exposure to leading foreign companies like Taiwan Semiconductor Manufacturing, providing access to markets many U.S. investors overlook.

06/26/2026, 5:32 AM • The Motley Fool

How Intel Is Packaging the Future of American Chips

Intel has surged 281.8% year-to-date by pivoting to become a sovereign foundry powerhouse, with a new advanced packaging division led by SK hynix veteran Seok-Hee Lee. The company secured preliminary agreements with Apple for M-series chip production and a $5 billion strategic investment from NVIDIA. However, Intel trades at a stretched 223x forward P/E ratio with massive operating deficits, requiring flawless execution and near-term margin compression to justify current valuations.

06/25/2026, 12:38 PM • Investing

This Tech ETF Has More than Doubled in 2026. Is It a Good Buy for the Back Half of the Year?

The iShares Semiconductor ETF (SOXX) has surged 108% year-to-date, significantly outperforming the S&P 500's 9% gain. While the ETF provides diversified exposure to the semiconductor supply chain through 30 major companies, the article cautions that current growth rates are unsustainable long-term. The main drawback is its 0.34% expense ratio, which is 10 times higher than typical S&P 500 ETFs. The article recommends SOXX as a buy for those seeking semiconductor industry exposure during the AI boom, but warns against expecting similar returns in the future.

06/25/2026, 8:35 AM • The Motley Fool

Application Specific Integrated Circuit Market Size to Grow $38.47 Billion by 2035 | SNS Insider

The global Application-Specific Integrated Circuit (ASIC) market is projected to grow from $20.95 billion in 2025 to $38.47 billion by 2035 at a 6.30% CAGR, driven by surging AI accelerator demand from hyperscalers and rising custom silicon adoption in automotive and industrial sectors. Full custom ASICs are the fastest-growing segment, while consumer electronics and industrial applications lead market demand.

06/24/2026, 3:30 AM • GlobeNewswire

Apple’s Intel Deal Arrives at the Right Time for Its Stock

Apple has partnered with Intel to design and manufacture chips in the United States, addressing supply chain pressures including rising memory chip costs and overdependence on TSMC. The deal aligns with US manufacturing policy priorities, strengthens Apple's supply chain resilience ahead of an AI-driven device cycle, and provides justification for upcoming price increases on core products.

06/23/2026, 5:04 PM • Investing

3 Chip Giants Still Worth Buying Despite Massive Gains

Despite massive year-to-date gains, three semiconductor stocks remain reasonably valued according to The Motley Fool. Micron Technology (up 831% in 12 months) benefits from sold-out AI memory chips through 2026 with pricing power. Western Digital (up 1,160% in 12 months) dominates AI data storage with strong demand extending to 2028-2029. Taiwan Semiconductor Manufacturing (up 116% in 12 months) maintains a 90% market share in advanced AI chip manufacturing, positioning it as an entrenched player in the AI boom.

06/23/2026, 11:15 AM • The Motley Fool

Why AI Infrastructure Stocks Could Be the Biggest Winners of the Next Tech Cycle

The article argues that AI infrastructure stocks—including semiconductors, cloud services, data centers, and networking equipment—may offer better long-term investment opportunities than AI applications themselves. As businesses worldwide invest heavily in AI, companies supplying the underlying infrastructure benefit regardless of which specific AI applications succeed, similar to a 'picks and shovels' strategy from previous tech revolutions.

06/22/2026, 11:12 AM • Investing

Why I Think This Vanguard ETF Will Beat the S&P 500 Over the Next 10 Years

The article argues that the Vanguard Total International Stock ETF (VXUS) presents a compelling investment opportunity due to a significant valuation gap between international and U.S. stocks. While international stocks have underperformed the S&P 500 by a wide margin over the past decade, they now trade at substantially lower valuations, suggesting potential for outperformance over the next 10 years.

06/20/2026, 6:24 AM • The Motley Fool

Vanguard Global ETFs Face-Off: Is the Total International Stock ETF or the Emerging Markets ETF the Better Buy?

Vanguard Total International Stock ETF (VXUS) outperforms Vanguard FTSE Emerging Markets ETF (VWO) across multiple time frames with slightly lower costs and higher dividend yields. VXUS provides broader diversification across developed and emerging markets, while VWO offers concentrated exposure to high-growth emerging markets with higher volatility. The choice depends on investor goals: VXUS for balanced international exposure, VWO for isolated emerging market diversification.

06/19/2026, 11:02 AM • The Motley Fool

SpaceX Is the 5th Most Valuable Public Company in the World. Can It Overtake Nvidia, Alphabet, Apple, or Microsoft?

SpaceX became the world's fifth-most-valuable company following its IPO in June 2026, with a market cap of $2.73 trillion. While the stock has surged 35% since its IPO, the author cautions that it's unlikely to sustain this momentum long-term. Historical trends show large IPOs typically decline after their lock-up periods end when insiders can sell shares. The author recommends dollar-cost averaging or waiting for the hype to fade rather than investing based on FOMO.

06/19/2026, 10:30 AM • The Motley Fool

Intel Stock Soared After Trump Said Apple Will Build Chips With It. Is It a Buy?

Intel stock jumped 11% after President Trump claimed Apple agreed to design and build chips with Intel in the U.S. However, neither Apple nor Intel has confirmed the deal or disclosed terms. While Intel's business is improving, the stock's valuation at 13x sales already prices in optimism, and the analyst recommends waiting for official confirmation before investing.

06/18/2026, 10:16 PM • The Motley Fool