Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026?

The article compares Applied Materials and Nvidia as semiconductor investment options. Nvidia dominates with $215.9B revenue and 55.6% net margins but faces valuation concerns and AI boom dependency. Applied Materials offers more stability with $28.4B revenue and lower valuation multiples but slower growth. The author recommends Applied Materials as the safer choice, citing concerns that AI growth may slow and regulatory threats could impact Nvidia.

09/19/2026, 9:15 PM • The Motley Fool

1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge

Taiwan Semiconductor Manufacturing (TSMC) is positioned to outperform memory chip makers Micron and Sandisk as AI infrastructure spending accelerates. With AI accelerator revenue expected to grow at 60%+ CAGR through 2029 and the company controlling 72.5% of the foundry market, TSMC trades at a discount valuation of 20x forward earnings. Analysts project the stock could reach $850 by 2028, more than doubling from current levels.

09/17/2026, 7:08 AM • The Motley Fool

More Than a Quarter of Nvidia's Revenue Now Comes From Customers Based in Taiwan. Should Investors Be Worried?

Nvidia's fiscal Q2 2027 revenue billed to Taiwan-based customers surged to $27.0 billion (28% of total revenue), tripling year-over-year. However, this reflects Taiwan's role as a manufacturing and intermediary hub rather than end-user demand. The real concern is revenue concentration, with a single direct customer accounting for 16% of quarterly revenue. Taiwan's importance spans both manufacturing (TSMC produces chips) and distribution, creating geopolitical risk exposure.

09/16/2026, 8:34 PM • The Motley Fool

Stock Market Today, Sept. 16: Intel Jumps on SK Hynix Memory-Chip Manufacturing Talks

Intel stock surged 4.03% to $101.05 on reports of potential manufacturing talks with SK Hynix to produce memory chips domestically in the U.S. for the first time. Multiple analyst target raises, including Melius Research's $165 price target and potential $200 upside in two years, also drove the gain. The deal could strengthen Intel's foundry business and attract high-profile customers amid growing AI demand.

09/16/2026, 5:09 PM • The Motley Fool

Intel Stock Investors Should Pay Attention to This Potential SK Hynix Deal

Intel is in talks with South Korean chipmaker SK Hynix to lease part of its $28 billion Ohio manufacturing facility for memory chip production. The deal could help Intel monetize its massive Ohio campus investment, though it requires South Korean government approval due to concerns about sensitive technology exports. Intel's stock rose 4% on the news as the company seeks to generate returns from its foundry business.

09/16/2026, 11:06 AM • The Motley Fool

IEMG vs SCHE: Which Emerging Markets ETF Is the Smarter Choice Right Now?

The article compares two emerging markets ETFs: iShares Core MSCI Emerging Markets ETF (IEMG) and Schwab Emerging Markets Equity ETF (SCHE). IEMG has significantly outperformed SCHE over the past 12 months with 30.7% returns versus 16.5%, though it carries higher volatility and a higher expense ratio (0.09% vs 0.06%). SCHE offers lower fees and higher dividend yield (2.57% vs 2.20%), making it appealing to income-focused investors. The choice depends on risk tolerance, with IEMG's heavier tech allocation (40% vs 31%) driving its higher returns but also greater volatility.

09/14/2026, 12:08 PM • The Motley Fool

Alchip Technologies Showcases Advanced ASIC Design and Packaging at AI Infra Summit 2026

Alchip Technologies will exhibit its leading-edge semiconductor process technology and advanced packaging capabilities at AI Infra Summit 2026. The company highlights its 3nm designs in production and 2nm designs in development, along with advanced 3DIC packaging solutions. With over 650 successful tape-outs since 2003 and 90% of designs using sub-7nm technologies, Alchip continues to focus on AI, high-performance computing, and networking applications.

09/14/2026, 9:00 AM • GlobeNewswire

Applied Materials vs. ASML: Which Tech Stock Is a Better Buy in 2026?

The article compares two semiconductor equipment giants: Applied Materials, which provides diverse chip fabrication tools, and ASML, which dominates extreme ultraviolet (EUV) lithography. ASML is recommended as the better buy despite higher valuation, citing its monopoly in advanced chip manufacturing technology and superior financial metrics, while Applied Materials faces geopolitical risks and lacks comparable competitive moats.

09/13/2026, 8:30 AM • The Motley Fool

Apple and Taiwan Semiconductor Manufacturing Just Announced a Cutting-Edge Chip. 1 Stock Offers Far Greater Upside.

Apple and TSMC partnered on the new A20 Pro chip using cutting-edge 2nm technology, but analyst argues TSMC is the better investment. TSMC is positioned to benefit from AI infrastructure buildout with expected 43% revenue growth in 2026, while Apple lags with 15% growth and has fallen behind in AI development. Despite stronger growth prospects, TSMC trades at a lower valuation than Apple, making it the more attractive buy.

09/12/2026, 9:24 AM • The Motley Fool

Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares Arm Holdings and Credo Technology Group as semiconductor investment options in 2026. Arm provides chip architecture blueprints with a strong royalty-based business model and 93.88% gross margins, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth and 35.4% net margins. The author recommends Credo despite its customer concentration risk, citing its impressive triple-digit growth trajectory and essential role in AI data center infrastructure.

09/11/2026, 2:35 PM • The Motley Fool

Billionaire Stanley Druckenmiller Has 2 Megacap Stocks Worth Watching (Hint: His Top Holding Isn't Amazon, Alphabet, or Nvidia)

Billionaire investor Stanley Druckenmiller holds positions in Amazon and Alphabet for AI infrastructure exposure, but his largest U.S. stock holding is Natera, a genetic diagnostics company that has returned approximately 10x since his initial investment in Q3 2022. Druckenmiller sold his Nvidia position in early 2024 due to valuation concerns and now holds Taiwan Semiconductor Manufacturing as his AI semiconductor bet instead.

09/08/2026, 1:30 PM • The Motley Fool

Taiwan Semiconductor Just Set a New Company Record. A New All-Time High Stock Price Is Coming

Taiwan Semiconductor Manufacturing (TSMC) has reached new all-time highs in gross profit margins, driven by its dominant position in AI chip fabrication. With over 70% of global chip foundry revenue and strong pricing power, the company's improved profitability suggests the stock could reach new all-time highs, as current valuations don't yet reflect the premium margins of this improved business.

09/08/2026, 12:30 PM • The Motley Fool

Billionaire David Tepper Just Bought These 2 Artificial Intelligence (AI) Stocks That Wall Street Thinks Could Soar by 50% or More

Billionaire David Tepper's hedge fund Appaloosa Management added SpaceX and CoreWeave to its portfolio in Q2, betting on their AI growth potential. While Wall Street sees 50-62% upside for both stocks, SpaceX appears overvalued at a P/S ratio of 69.1 with limited margin for error, whereas CoreWeave's P/S ratio of 5.8 seems more reasonable given its 112.5% revenue growth and $104 billion revenue backlog.

09/08/2026, 8:30 AM • The Motley Fool

Prediction: Taiwan Semiconductor's Market Value Passes $3 Trillion Before 2029

Taiwan Semiconductor Manufacturing (TSMC) is predicted to reach a $3 trillion market value by the end of 2028, requiring approximately 14% annual growth. The company is currently valued at $2.2 trillion with shares trading around $427. TSMC's business is growing significantly faster, with Q2 2026 revenue up 36% year-over-year and management guiding for full-year revenue growth slightly above 40%. The company is increasing capital spending to $60-64 billion in 2026 and investing an additional $100 billion in Arizona facilities. Main risks include concentration in high-performance computing (66% of Q2 revenue) tied to AI infrastructure spending and potential margin compression.

09/06/2026, 6:31 PM • The Motley Fool

Prediction: Taiwan Semiconductor Stock Will Surge by 22% Before 2026 Ends

A Motley Fool analyst predicts Taiwan Semiconductor (TSM) stock could surge 22% by the end of 2026, reaching a new all-time high. The prediction is based on expected $1.3 trillion in AI data center capital expenditures from major hyperscalers in 2027, which is not yet reflected in the stock price. TSM's dominant 70%+ market share in third-party foundry services positions it well to capitalize on this AI infrastructure growth.

09/04/2026, 3:30 PM • The Motley Fool