Nvidia And Other 6 Chip Stocks Set For A 'Secular Upside,' Analyst Says

Bank of America analyst Vivek Arya identifies seven semiconductor stocks positioned for sustained outperformance in the AI era, driven by surging demand for AI chips and data center infrastructure. With AI data center equipment market projected to reach $1.7 trillion by 2030 (up from $264 billion in 2025), the key constraint is supply scarcity rather than demand. All seven stocks are rated Buy, with Nvidia offering the most upside at 71% to BofA's $350 price target.

06/08/2026, 12:25 PM • Benzinga

Market Correction: The ETFs I'd Buy Without Hesitation

Despite the S&P 500 hitting new all-time highs with a 10.5% gain this year, market corrections remain a possibility due to ongoing uncertainties around AI, geopolitical tensions, and rising bond yields. The article recommends two defensive ETFs: the Schwab U.S. Dividend Equity ETF (SCHD) for stable dividend income with a 3.44% yield and low 0.06% expense ratio, and the Vanguard Total Bond Market ETF (BND) for portfolio diversification with a 4.12% yield and 0.03% expense ratio.

06/02/2026, 5:32 PM • The Motley Fool

Stock Market Today, May 22: S&P 500 Posts Eighth Straight Week of Gains

The S&P 500, Nasdaq, and Dow all posted gains on May 22, 2026, with the Dow reaching fresh record highs as Treasury yields eased. The market achieved its eighth consecutive week of gains despite consumer sentiment hitting new lows due to concerns about gas prices and inflation. Goldman Sachs warned of potential correction risks from rising yields and inflation.

05/22/2026, 5:10 PM • The Motley Fool

S&P 500 Rally Defies Weak Sentiment and Hawkish Fed Signals

The S&P 500 rallied to new highs despite record-low consumer sentiment, hawkish Fed signals, and geopolitical tensions. The market is experiencing a broad rotation from mega-cap AI stocks to semiconductor suppliers, quantum computing names, and space-launch companies. Quantum computing stocks surged following a $2 billion Commerce Department investment, while chip suppliers and AI infrastructure plays outperformed. Yields retreated from recent highs, providing relief to equity multiples and enabling the rally to extend.

05/22/2026, 12:04 PM • Investing

SCHD Has the Scale. HDV Has the Energy Tilt. Which Dividend ETF Fits Your Portfolio?

Schwab U.S. Dividend Equity ETF (SCHD) and iShares Core High Dividend ETF (HDV) are compared as dividend investment options. SCHD offers lower expenses (0.06%), higher yield (3.30%), and larger scale ($90.5B AUM) with a multifactor quality approach, while HDV concentrates more heavily in energy and consumer staples with a 0.08% expense ratio. SCHD delivered stronger 1-year returns (25% vs 22%) but HDV showed better 5-year total returns ($1,659 vs $1,510 on $1,000 invested). The choice depends on whether investors prioritize dividend growth and diversification (SCHD) or energy sector concentration (HDV).

05/13/2026, 2:34 PM • The Motley Fool

Forget Tech: These 3 Funds Yield 11% and They’re Just Getting Started

As tech stocks dominate market gains, contrarian investors can capitalize on discounted closed-end funds offering yields up to 11.8%. Three funds—Gabelli Equity Trust (GAB), DoubleLine Income Solutions Fund (DSL), and NXG Nextgen Infrastructure Income Fund (NXG)—provide diversified exposure to stocks, bonds, and infrastructure while trading at significant discounts to net asset value.

05/12/2026, 8:32 AM • Investing

This Wall Street Analyst Has a Simple Method for Finding the Next Chip Stock Winners. Will It Pay Off?

Citrini Research suggests finding winning semiconductor stocks by identifying laggards that haven't surged yet and still trade at lower valuations. The theory focuses on Edge AI as the next breakthrough, with companies like Qualcomm, Skyworks, and Wolfspeed positioned to benefit as AI expands into consumer devices and applications beyond data centers.

05/06/2026, 10:30 PM • The Motley Fool

Questex’s Sensors Converge and Fierce Sensors Announce 2026 Best of Sensors Awards Winners

Questex's Sensors Converge unveiled the 2026 Best of Sensors Awards winners, recognizing innovative technologies and companies across the sensors and electronics industry. Winners were selected across multiple categories including agriculture, AI & edge computing, automotive, healthcare, imaging, industrial IoT, and more. STMicroelectronics was named Company of the Year, while Aizip, Inc. received Startup of the Year honors.

05/06/2026, 9:30 PM • GlobeNewswire

Nvidia’s China Connection: Investor Risks With Earnings Ahead

Nvidia faces investor scrutiny ahead of May 20 earnings as the company maintains 0% official GPU market share in China due to U.S. restrictions on advanced chips, though a booming gray market suggests significant smuggled hardware sales. Despite high analyst expectations (96% Buy rating, 40% upside consensus), the key risk is determining how much backlogged revenue stems from China and how U.S. export controls will impact results. The company's trillion-dollar backlog through 2027 and strong datacenter demand from hyperscalers provide positive catalysts, though stock price action has been tepid compared to other chip stocks.

05/05/2026, 8:42 AM • Investing

AI Is Reviving an Overlooked Chip Category—and These 3 Names Are Riding the Demand

Analog chips are experiencing a revival driven by AI data center demand. Texas Instruments reported strong Q1 2026 earnings with 22% YOY analog chip sales growth. Three analog-focused semiconductor companies—Analog Devices, Microchip Technology, and onsemi—are highlighted as beneficiaries of this trend, each with different growth drivers including AI revenue, automotive partnerships, and aggressive shareholder returns.

04/29/2026, 8:26 AM • Investing

5 Industrial Chip Stocks in Rally Mode—5 Ways to Play

Industrial chip stocks are surging amid accelerating AI demand and a multi-year supercycle driven by datacenter buildout, inventory normalization, and edge computing upgrades. Five key players—Texas Instruments, Analog Devices, Marvell, Microchip Technology, and OnSemi—are positioned to benefit from AI infrastructure expansion and related end-market improvements.

04/28/2026, 7:18 AM • Investing

Stock Market Today, April 27: Qualcomm Rises on Reported OpenAI Smartphone Chip Collaboration

Qualcomm stock rose 0.95% to $150.26 on reports of a potential collaboration with OpenAI on AI-focused smartphone processors. The development highlights long-term growth potential in on-device AI, though commercial benefits are expected in future product cycles. Near-term performance remains dependent on smartphone demand and licensing revenue.

04/27/2026, 6:23 PM • The Motley Fool

With Intel, AMD, Nvidia, and More Rising Sharply Last Week, Have Chip Stocks Become Overvalued?

Chip stocks surged last week following strong earnings from Intel and Texas Instruments, confirming robust AI demand beyond just GPUs. However, the author argues that while the AI boom remains strong, chip stocks have become overvalued in aggregate, with forward P/E ratios based on extremely elevated earnings trajectories and potential supply chain constraints ahead. The author recommends staying on the sidelines at current valuations.

04/27/2026, 2:07 PM • The Motley Fool

Should You Buy SCHD at $31 or Wait for a Better Entry Point?

The Schwab U.S. Dividend Equity ETF (SCHD) is trading near its 52-week high at $31 per share, up over 20% in the past year. While the ETF offers a solid 3.4% dividend yield and holds quality dividend-paying companies, the article advises against trying to time the market. Instead, investors should consider dollar-cost averaging to build positions incrementally rather than waiting for a potentially lower entry point.

04/27/2026, 8:11 AM • The Motley Fool

Consumer Tech News (Apr 20-24): U.S. Warns China Over AI Theft, Big Tech Faces Political Scrutiny Over AI & More

The Trump administration warned China of stronger enforcement against AI technology theft and distillation of frontier models. Meanwhile, Big Tech faces political scrutiny over AI development, with Sen. Josh Hawley urging Republicans to reject contributions from pro-AI groups. Major tech companies reported mixed earnings, with Intel and Texas Instruments beating estimates, while Tesla sales fell 24.3% in California. Key developments include Meta collecting employee keystroke data for AI training, Anthropic moving closer to Pentagon ties, and multiple companies advancing AI infrastructure and autonomous vehicle initiatives.

04/26/2026, 9:01 AM • Benzinga