Intel Corp INTC

La empresa Intel Corporation se dedica al diseño y fabricación de productos y tecnologías. Los segmentos de la compañía son el Grupo de Centros de Datos (DCG), el Grupo de Internet de las Cosas (IOTG), Mobileye, el Grupo de Soluciones de Memoria No Volátil (NSG) y el Grupo de Soluciones Programables (PSG). El segmento DCG desarrolla plataformas de optimización de carga de trabajo para funciones de computación, almacenamiento y red. El segmento IOTG desarrolla plataformas de computación de alto rendimiento que resuelven casos de uso tecnológicos y empresariales que pueden escalar en industrias verticales y mercados integrados. El segmento Mobileye ofrece soluciones de asistencia para la conducción y soluciones de conducción autónoma. El segmento NSG ofrece productos de memoria y almacenamiento basados en la tecnología Intel Optane y la tecnología Intel de memoria NAND tridimensional (3D). El segmento PSG ofrece semiconductores programables, principalmente FPGAs y Circuitos Integrados Específicos de Aplicación (ASICs) y productos relacionados.

• The Motley Fool 2 oct

  Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence.

  Microsoft and Alphabet are positioned as leading AI software companies capitalizing on the expected $1.3 trillion in AI infrastructure spending. Microsoft's Copilot has 30 million paid subscribers and Azure AI reached a $100 billion annual run rate, while Alphabet's Gemini is used by 90% of Fortune 100 companies and generates revenue through enterprise software and Apple licensing. Both stocks trade at valuations below the tech sector average, presenting attractive investment opportunities.

  

• Zacks Investment Research 2 oct

  Bull of the Day: Onto Innovation (ONTO)

  Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position.

  

• The Motley Fool 1 oct

  The Semiconductor ETF's 2026 Return Is About 3 Times Nvidia's

  The VanEck Semiconductor ETF (SMH) returned approximately 69% in 2026, significantly outperforming its largest holding Nvidia, which gained only 23%. The outperformance was driven by smaller positions like Micron (up 276%), Intel (up 223%), and AMD (up 181%), which together accounted for about half the fund's gains despite representing only 14% of assets. The fund's 20% position cap on any single stock and exposure to the broader semiconductor industry, including cyclical memory chip makers, enabled it to beat Nvidia's returns.

  

• The Motley Fool 1 oct

  Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

  Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

  

• The Motley Fool 1 oct

  Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

  The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.