Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

The article compares AMD and Arm as investment options in 2026. AMD is a chip manufacturer with strong data center revenue growth (34.3% YoY) but faces manufacturing risks and competition. Arm licenses IP architecture with a 99% smartphone market share, higher profit margins (18.4%), and a more resilient business model. Despite AMD's cheaper valuation (P/E 68.6 vs 108.6), the author recommends Arm due to its superior business model and lower operational risks.

08/02/2026, 8:30 AM • The Motley Fool

Not Micron, Not Sandisk. This Chip Stock Could Be the Biggest Winner of the AI Memory Boom

Lam Research, which manufactures semiconductor equipment used by memory chip makers, is positioned to be the biggest winner of the AI-driven memory boom. With memory makers planning massive capital expenditure increases (340% combined growth by 2027) and the memory shortage expected to persist until 2029, Lam Research's addressable market is expanding significantly. The company recently beat earnings expectations and projects 52% revenue growth, with analysts projecting potential 50% upside over three years.

07/31/2026, 10:23 AM • The Motley Fool

Why Berkshire's Cash Pile Keeps Growing (and Which AI Stock It Might Buy Next)

Berkshire Hathaway has accumulated a record $397 billion in cash and Treasury bills by selling stocks and earning substantial interest income. New CEO Greg Abel is expected to deploy this capital into AI-related investments, with Taiwan Semiconductor Manufacturing being the most logical candidate due to its dominant market position, cash generation, and reasonable valuation relative to other AI stocks.

07/31/2026, 9:15 AM • The Motley Fool

Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Astera Labs, a profitable semiconductor connectivity provider with strong margins and a debt-free balance sheet but facing customer concentration risks, versus CoreWeave, a rapidly scaling cloud infrastructure platform with explosive revenue growth but significant losses and high debt. The author recommends Astera Labs despite its higher valuation due to its profitability and cash generation, while CoreWeave's aggressive expansion is consuming capital and generating substantial free cash flow losses.

07/30/2026, 5:30 PM • The Motley Fool

Famous Investor Michael Burry Is Short Nvidia, Palantir, and Tesla. Why I'd Buy 1 of the Stocks, Hold Another, and Sell the Third.

Michael Burry is short on Nvidia, Palantir, and Tesla, but analyst Geoffrey Seiler disagrees with his bearish stance on all three. Despite Burry's concerns about AI spending slowdowns, Seiler recommends buying Nvidia due to strong capex trends and attractive valuation. Palantir is rated a hold despite high valuations, given its rapid growth and strong net dollar retention. Tesla is recommended as a sell due to loss of regulatory credits, weak auto sales, and execution risks in robotaxi and robotics ventures.

07/29/2026, 11:15 AM • The Motley Fool

Elon Musk Thanked Micron Twice on Tesla's Earnings Call -- Here's Why That's Great News

Elon Musk publicly thanked Micron Technology twice during Tesla's Q2 earnings call for providing memory chip allocation on reasonable terms amid a global memory shortage. This suggests Micron is prioritizing long-term business relationships over short-term profit maximization, which is positive news for both companies as it demonstrates collaborative supply chain management in the competitive AI chip market.

07/29/2026, 6:16 AM • The Motley Fool

4 Stocks That Can 4x Your Money in 4 Years

The article discusses four stocks with potential to quadruple investor returns over a four-year period, targeting investors with higher risk tolerance seeking significant upside growth opportunities.

07/28/2026, 11:22 PM • The Motley Fool

Astera Labs vs. BigBear.ai: Which Artificial Intelligence Stock Is a Better Buy in 2026?

The article compares two AI-focused companies with vastly different profiles. Astera Labs, a semiconductor connectivity hardware provider, demonstrates strong growth with 115% revenue increase and 25.7% net margins, while BigBear.ai, a government-focused AI software company, reported declining revenue (-19.3% YoY), a $293.9 million net loss, and negative free cash flow. The analyst recommends Astera Labs as the superior investment due to its robust demand from data center expansion and strong financial performance, while BigBear.ai faces operational risks including lawsuits and accounting restatements.

07/28/2026, 7:19 PM • The Motley Fool

Intel Just Secured a Huge Customer for Its Foundry Business

Intel announced Fortinet as its first named customer for its foundry business, a significant milestone for the division. While the foundry segment showed strong 31% revenue growth to $5.8 billion in Q2, it remains unprofitable with a $2.1 billion loss. However, analysts caution that Intel's 150% stock surge this year may have already priced in these gains, with the stock trading at a forward P/E multiple exceeding 100, presenting potential downside risk despite positive business momentum.

07/27/2026, 4:30 PM • The Motley Fool

Taiwan Semiconductor's Latest Move Shows It's a Screaming Buy

Taiwan Semiconductor announced a $100 billion investment in U.S. Arizona production facilities, addressing geopolitical risks from its Taiwan location and signaling strong long-term AI chip demand through 2029-2030. The company's market dominance in chip manufacturing positions it to benefit from expanding data center buildouts, with management confident in sustained AI industry growth.

07/27/2026, 7:30 AM • The Motley Fool

My 3 Favorite AI Stocks to Buy During the Chip Sell-Off, and Why Nvidia Isn't the Top Pick.

During the recent chip sector sell-off, the author recommends buying Alphabet, Amazon, and Taiwan Semiconductor Manufacturing over Nvidia. Alphabet's cloud revenue surged 82% YoY with strong AI adoption, Amazon's chip business alone ranks among the top three globally with solid cloud growth, and TSMC is investing heavily to meet rising demand with expanding margins. These companies offer diversified revenue streams and better valuations than Nvidia, which is already valued at over $5 trillion.

07/26/2026, 6:20 AM • The Motley Fool

3 Top AI Bargain Stocks to Buy Today

Nvidia, Micron Technology, and Taiwan Semiconductor Manufacturing are identified as undervalued AI infrastructure stocks with strong growth potential. Despite their critical roles in the AI boom, all three trade at attractive valuations with forward P/E ratios of 16x, 6x, and below 20x respectively, supported by supply constraints and increasing demand for AI chips.

07/25/2026, 8:15 PM • The Motley Fool

The Smartest Way to Invest $5,000 in a Trillion-Dollar Stock Over Private Space Rivals

Rather than investing in private space companies like Blue Origin and SpaceX which are inaccessible to retail investors, the article recommends Taiwan Semiconductor Manufacturing (TSMC) as a better way to gain exposure to the space industry. TSMC is a publicly traded trillion-dollar chipmaker that supplies semiconductors to virtually all satellites, rockets, and defense systems, while also benefiting from AI demand. However, investors should be aware of geopolitical risks related to Taiwan's sovereignty.

07/25/2026, 2:21 PM • The Motley Fool

Supermicro Stock Just Jumped 20%. Why I'm Passing and Buying This AI Leader Instead.

Supermicro's stock surged 20% after announcing strong Q2 preliminary results with improved gross margins of 15-17%, driven by AI infrastructure demand and supply shortages. However, the analyst recommends buying Nvidia instead, citing Supermicro's low-margin business model, history of controversy (including a Taiwan office raid related to chip smuggling), and the fact that most value resides with Nvidia's GPUs rather than the integrator.

07/25/2026, 7:15 AM • The Motley Fool

Some Investors Believe SK Hynix Could Be the Next Big AI Stock. History Says It's Not Time to Buy Shares Just Yet.

SK Hynix, a South Korean memory chip company, recently listed on Nasdaq and is benefiting from surging AI infrastructure demand with impressive 198% sales growth and 398% earnings growth. However, the article advises caution as SK Hynix's ADR shares are trading at an abnormal 35% premium compared to its South Korea-listed shares, well above historical norms of 2-4%, suggesting investors should wait until this premium normalizes before buying.

07/24/2026, 4:31 AM • The Motley Fool