David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.

Billionaire investor David Tepper's hedge fund Appaloosa Management holds a significant 5.12% stake in Vistra, an energy company positioned to benefit from AI data center power demands. Vistra supplies electricity to millions of customers and has secured major long-term power purchase agreements with tech companies like Meta. The company showed dramatic improvement with Q1 2026 net income of $1.03 billion compared to a $268 million loss in Q1 2025, though its stock has underperformed other AI-adjacent stocks.

07/24/2026, 2:05 AM • The Motley Fool

2 Hidden Businesses to Watch as AI Keeps Heating Up

Despite concerns that AI trends may be peaking, Taiwan Semiconductor's 68% year-over-year revenue growth in June and Meta's expansion of its Louisiana data center to $50+ billion demonstrate sustained momentum in AI infrastructure buildout. The podcast highlights two lesser-known companies positioned to benefit: Comfort Systems USA, which provides specialized cooling and electrical work for data centers, and Celestica, which assembles advanced chips into custom AI server racks.

07/23/2026, 9:07 PM • The Motley Fool

Better-Buy Chip Stock: Taiwan Semiconductor vs. Nvidia

The article compares Taiwan Semiconductor Manufacturing (TSMC) and Nvidia as semiconductor investments. TSMC offers a more diversified customer base with 66% of Q2 revenue from data center chips, while Nvidia is heavily concentrated in AI/data center with 82% expected growth versus TSMC's 42%. The author recommends Nvidia as the better single buy due to superior growth prospects, but suggests owning both stocks as TSMC serves as a hedge against Nvidia losing market share to competitors.

07/23/2026, 4:24 PM • The Motley Fool

My 3 Favorite AI Stocks to Buy Right Now

The article highlights three AI stocks positioned to benefit from the growing AI infrastructure boom: Taiwan Semiconductor Manufacturing (TSMC), which is investing $100 billion in Arizona facilities for advanced chip production; Micron Technology, which saw net income surge 1,400% with strong DRAM demand from data centers; and Nebius Group, an AI cloud services company backed by Nvidia with $2 billion in investment and major partnerships with Meta.

07/23/2026, 1:23 PM • The Motley Fool

The Overlooked Infrastructure Play Quietly Winning the AI Boom

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a major beneficiary of the AI infrastructure boom, with Q2 2026 revenue up 34% YoY and raised full-year guidance to over 40% growth. Despite underperforming the semiconductor sector this year (33% vs 68%), TSMC's strong earnings growth and reasonable 25x forward earnings valuation suggest potential 67% upside to $700 by 2028 as AI infrastructure spending accelerates.

07/23/2026, 9:23 AM • The Motley Fool

Huge News for Taiwan Semiconductor Stock Investors

Taiwan Semiconductor Manufacturing (TSMC) announced a $100 billion increase in its U.S. investment, signaling confidence in the AI semiconductor build-out and demonstrating the company's ability to expand manufacturing supply to meet growing demand from AI chip customers like Nvidia and Broadcom.

07/23/2026, 7:15 AM • The Motley Fool

Taiwan Semiconductor Manufacturing Just Gave a Warning to Nvidia Investors

TSMC reported blockbuster Q2 earnings with 34% YoY revenue growth and raised capex guidance to $60-64 billion, yet its stock fell 5% post-earnings. The market is concerned about being at the peak of the AI spending cycle. While both TSMC and Nvidia have proven resilience through market cycles, investors should prepare for potential dips as the market questions whether current growth can be sustained.

07/22/2026, 8:30 AM • The Motley Fool

Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?

Apple recently reclaimed the title of world's largest company but faces valuation concerns with a forward P/E of 34x and risks from higher device prices impacting upgrade cycles. Nvidia, trading at a cheaper 16x forward P/E, offers better growth prospects with its dominant AI infrastructure position, expanding networking portfolio, and strong positioning in the emerging inference market. The analyst recommends Nvidia as the more attractive megacap tech stock despite risks from eventual AI infrastructure spending slowdown.

07/22/2026, 4:02 AM • The Motley Fool

Berkshire Hathaway's New Leader Has Loaded Up on Alphabet With $10 Billion in Cash. Here's the Likely Reason.

Under new leadership, Berkshire Hathaway has significantly increased its stake in Alphabet to nearly $31 billion, making it the conglomerate's fifth-largest holding. The investment reflects confidence in Alphabet as a full-stack AI company with strong cloud computing growth and vertical integration capabilities, offering exposure to AI without excessive volatility.

07/21/2026, 4:24 PM • The Motley Fool

Why Intel Stock Popped on Tuesday

Intel stock surged 8.4% on Tuesday following multiple positive developments: the company announced plans to lay off workers in its data center division to achieve over $10 billion in annual savings, partnered with Fortinet to develop a secure semiconductor chip using Intel's foundry services, and benefited from TSMC's announcement of price increases for contract manufacturing services, which strengthens Intel's competitive positioning in the AI chip market.

07/21/2026, 2:31 PM • The Motley Fool

Why Micron Stock Is Still Going Up

Micron stock surged 13.4% on Tuesday following TSMC's announcement of price increases up to 10% for contract chip manufacturing in 2027. The price hike, driven by rising input costs, suggests strong AI chip demand allows manufacturers to raise prices without losing customers. Bank of America analyst also noted that cheaper Chinese AI models may require more memory chips than American alternatives, providing additional upside for Micron.

07/21/2026, 1:20 PM • The Motley Fool

Why Sandisk Stock Is Still Going Up

Sandisk stock surged 10.5% following news that TSMC will raise chip manufacturing prices by up to 10% in 2027 due to rising input costs. While Sandisk is not a TSMC customer, the strong AI chip demand that allows TSMC to raise prices also drives demand for memory chips that Sandisk manufactures, suggesting Sandisk can similarly increase its prices.

07/21/2026, 1:03 PM • The Motley Fool

Want to Buy the World? This ETF Lets You Own 10,000 Stocks

The Vanguard Total World Stock ETF (VT) offers investors exposure to 10,048 stocks across 40 countries with an ultra-low 0.06% expense ratio. While it provides impressive diversification and an 18-year track record of solid performance, it has underperformed the U.S. stock market over the past 10 years, delivering 220% total returns compared to 290% for U.S.-only stocks.

07/21/2026, 12:30 PM • The Motley Fool

5 Compelling Stocks Worth Buying More Of Right Now (Including Broadcom)

The article recommends five stocks positioned to benefit from AI infrastructure build-out and connectivity demand: Broadcom (custom AI chips and networking), Taiwan Semiconductor Manufacturing (foundry services), Alphabet (search, cloud, and AI), T-Mobile (telecom growth via home internet), and Verizon (fiber expansion and dividends). While acknowledging risks including elevated valuations and geopolitical concerns, the author suggests gradually adding to positions that align with long-term investment goals.

07/21/2026, 11:15 AM • The Motley Fool

Should You Add an International ETF to Your Portfolio in 2026?

The article recommends adding the Vanguard Total International Stock ETF (VXUS) to portfolios as a diversification tool. VXUS holds 8,755 stocks across non-U.S. regions and offers a 2.6% dividend yield, more than double the S&P 500's yield. While not expected to outperform U.S. markets long-term, it provides a hedge against U.S. concentration and can support portfolios during U.S. market downturns.

07/20/2026, 6:30 PM • The Motley Fool