Better AI Semiconductor Monopoly Stock: Taiwan Semiconductor vs. ASML

ASML and TSMC dominate their respective semiconductor niches and are well-positioned to benefit from the booming AI chip demand. ASML, the sole manufacturer of advanced EUV lithography machines, is experiencing faster growth with 55% revenue increase and 133% net income growth. TSMC, the world's largest foundry with 73% market share, is growing at a solid 41% revenue pace. Both stocks are recommended, though ASML offers higher growth while TSMC provides a better value-growth mix.

11/04/2026, 9:55 AM • The Motley Fool

Sequans Communications: 3 Key Takeaways for Long-Term Investors

Sequans Communications completed its exit from digital assets by selling its remaining 314 Bitcoin for $24.6 million, achieving a debt-free balance sheet with $39.8 million in cash. The company reported 22% sequential revenue growth to $9.1 million in Q3 2026, with mass production design wins expected to exceed $180 million by year-end. The company is expanding into defense, drone, and space markets with its Iris RF transceiver, with over 20 customer leads representing $30 million in potential three-year revenue.

11/04/2026, 9:42 AM • The Motley Fool

If You Invested $10,000 in Intel Stock at Its Dot-Com-Era Peak, Here's How Much You'd Have Today

Intel stock has significantly underperformed since the dot-com era peak in 2000, with a $10,000 investment then worth only ~$8,009 today. The company recently plunged 29% after disappointing Q3 earnings, despite strong data center growth of 78%. Intel faces challenges from competitive disadvantages, manufacturing losses in its foundry business, and slower PC segment growth, making it a speculative turnaround rather than a reliable long-term investment.

11/04/2026, 8:15 AM • The Motley Fool

GlobalFoundries Reports Third Quarter 2026 Financial Results

GlobalFoundries announced Q3 2026 results with $1.899 billion revenue, record 31.4% non-IFRS gross margin, and non-IFRS net income of $298 million. The company secured major partnerships including a landmark U.S.-Japan initiative providing up to $21 billion in funding for two new fabs in Malta, New York, a $955 million CHIPS Act amendment, a $2 billion manufacturing agreement with TSMC for silicon interposers, and expanded agreements with Marvell and Monolithic Power Systems. Q4 2026 guidance projects $2 billion revenue with 31.5% non-IFRS gross margin.

11/04/2026, 7:00 AM • GlobeNewswire

Broadcom vs. Taiwan Semiconductor: Two AI Powerhouses, but One Offers a Better Value for 2027

Both Broadcom and Taiwan Semiconductor are major beneficiaries of the AI boom, but Taiwan Semiconductor offers better value for 2027 investors. While Broadcom generated $63.9B in revenue with strong AI chip growth, Taiwan Semiconductor delivered superior financial performance with $122.4B in revenue, 45.1% profit margins, and lower valuation multiples (24.2x forward P/E vs. 27.9x for Broadcom). Taiwan Semiconductor's stronger growth, higher margins, and more attractive valuation make it the more compelling investment despite geopolitical risks.

11/04/2026, 5:30 AM • The Motley Fool

Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This

The article compares Taiwan Semiconductor Manufacturing (TSMC) and Broadcom as AI infrastructure plays. While both stocks have tripled in three years, the author favors TSMC because it manufactures chips for multiple competing designers (Nvidia, AMD, Apple, Broadcom) and doesn't depend on any single winner. TSMC's decades of manufacturing expertise and ability to produce advanced chips at scale provide a more defensible competitive advantage than Broadcom's custom chip design business, which faces competition and customer concentration risks.

11/03/2026, 11:00 AM • The Motley Fool

Why Intel Stock Collapsed 23.4% Last Month

Intel stock fell 23.4% in October due to weak PC market demand and concerns about its foundry business. While the company's AI and data center segment grew 78%, the traditional PC business declined 5%. The foundry business, despite 58% revenue growth, is losing over $1 billion per quarter and underperforming expectations compared to competitors. With a P/S ratio of 5.3 and facing headwinds, the stock appears overvalued for current growth prospects.

11/03/2026, 10:25 AM • The Motley Fool

4 Stocks to Buy in November

The article recommends four AI infrastructure stocks as attractive buys in November ahead of 2027: Nvidia and Broadcom (chip designers), and Taiwan Semiconductor and Micron (chip suppliers). The author argues these stocks are undervalued despite strong growth expectations, with Micron trading at just 5.3x forward earnings and Nvidia being the cheapest of the group. All four are positioned to benefit from continued massive AI spending by major tech companies.

11/02/2026, 12:00 PM • The Motley Fool

5 Huge Winners From Anthropic's IPO

Anthropic's S-1 filing reveals plans to spend $518 billion on computing infrastructure over the next decade, positioning several tech companies as major beneficiaries. Nvidia, Broadcom, and Taiwan Semiconductor will profit from increased demand for AI computing chips and infrastructure. Amazon and Alphabet will benefit from hosting Anthropic's workloads on their cloud platforms, creating recurring revenue streams from AI usage.

11/01/2026, 11:04 AM • The Motley Fool

1 Unstoppable ETF I'm Buying Hand Over Fist During the Next Bear Market

The article recommends the VanEck Semiconductor ETF (SMH) as an ideal investment opportunity during the next bear market. With the S&P 500 trading at historically high valuations (Shiller P/E of 40.89), a market downturn is possible within the next year. The author argues that bear markets present buying opportunities for quality assets at discounts, citing Warren Buffett's investment philosophy. SMH has delivered nearly 28% average annualized returns since its 2011 debut and is concentrated in major semiconductor stocks that are expected to drive future AI-fueled growth.

11/01/2026, 7:45 AM • The Motley Fool

Breakfast News: One Stock If AGI Is Here (Part 2)

The Motley Fool analysts present four stocks positioned to benefit from artificial general intelligence (AGI): Nvidia for its essential GPU chips, Microsoft for its control points in AI infrastructure, Taiwan Semiconductor Manufacturing for chip production capacity, and Amazon for its data center real estate and custom processors. Each company is expected to capture significant value as AGI reshapes the economy.

11/01/2026, 7:30 AM • The Motley Fool

Better iShares Emerging Markets ETF: IEMG vs. EEM

The iShares Core MSCI Emerging Markets ETF (IEMG) offers a significantly lower expense ratio of 0.09% compared to EEM's 0.72%, holds nearly 2,900 stocks for broader diversification, and delivers higher dividend yields (2.4% vs 1.8%). EEM is better suited for active traders due to higher trading volume, while IEMG is recommended for long-term buy-and-hold investors seeking cost-effective emerging market exposure.

10/31/2026, 3:49 PM • The Motley Fool

A SpaceX and Tesla Merger Will Only Be Successful If This One Thing Happens

SpaceX and Tesla are exploring a merger, with the Terrafab semiconductor manufacturing joint venture positioned as key to success. However, the article argues the merger's primary motivation is accessing Tesla's $45 billion cash balance to fund SpaceX's ambitions, while both companies face significant uncertainties, premium valuations, and unproven technologies. The author recommends avoiding both stocks due to execution risks and speculative business models.

10/31/2026, 2:30 AM • The Motley Fool

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

Applied Materials vs. Taiwan Semiconductor Manufacturing: Comparing Revenue Growth Trends Between These Artificial Intelligence Companies

TSMC maintains significantly higher revenue than Applied Materials, with Q3 2026 reaching $46.7 billion compared to AMAT's $9.1 billion in Q2 2026. Both companies benefit from AI infrastructure demand, with Applied Materials achieving record quarter-over-quarter growth and expanding manufacturing capacity globally, while TSMC demonstrates consistent revenue expansion as the world's dominant semiconductor foundry controlling over 70% of the market.

10/30/2026, 2:51 AM • The Motley Fool