3 days ago
With just over three months left in the year, the S&P 500 (SNPINDEX: ^GSPC) is up 11% year to date. If it manages to stay there, it will end 2026 with four consecutive years of double-digit gains, a feat not accomplished since 1999 -- incidentally, right before it crashed and lost nearly 50% of its value. It lost that over three years, and it didn't reach a new high until mid-2007. Many companies went out of business then as the dot-com bubble burst.
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.
#years #right #lost
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.
#years #right #lost
3 days ago
Advanced Micro Devices (NASDAQ: AMD) stock rose 6.3% on Thursday, Sept. 17, 2026, after a neocloud operator said a price hike was coming for the use of chips across its stack, with AMD CPUs seeing a substantial **** p.
The S&P 500 and the Nasdaq Composite rose 1.1% and 1.7%, respectively, on Thursday.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius, which rents out the use of chips from AMD and Nvidia, told customers it would soon charge a higher rate. Nebius said that Nvidia GPU prices would increase from 17% to 21%, while AMD's EPYC Genoa CPU rates will increase 25%, while supply constrained memory offerings would see a 41% **** p.
The announcement helps reassure investors that compute demand is still strong across AI, including demand for CPUs, which AMD has pushed in recent months. The company's stock was also rising amid a broader rally across the stock market.
#signal #thursday
The S&P 500 and the Nasdaq Composite rose 1.1% and 1.7%, respectively, on Thursday.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius, which rents out the use of chips from AMD and Nvidia, told customers it would soon charge a higher rate. Nebius said that Nvidia GPU prices would increase from 17% to 21%, while AMD's EPYC Genoa CPU rates will increase 25%, while supply constrained memory offerings would see a 41% **** p.
The announcement helps reassure investors that compute demand is still strong across AI, including demand for CPUs, which AMD has pushed in recent months. The company's stock was also rising amid a broader rally across the stock market.
#signal #thursday
4 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Mission Lane is a credit card company that offers cash-back rewards cards as well as card options for people with less-than-perfect credit.
There are four Mission Lane cards, and each is designed for people with different credit profiles. But it's important to understand the details of each one and the costs they can carry before you apply. Here are 5 things to know about Mission Lane credit cards:
The four credit cards offered by Mission Lane differ in card type, rewards offered, qualifications, and more. Here's a closer look at how they compare:
Annual fee
#mission
Mission Lane is a credit card company that offers cash-back rewards cards as well as card options for people with less-than-perfect credit.
There are four Mission Lane cards, and each is designed for people with different credit profiles. But it's important to understand the details of each one and the costs they can carry before you apply. Here are 5 things to know about Mission Lane credit cards:
The four credit cards offered by Mission Lane differ in card type, rewards offered, qualifications, and more. Here's a closer look at how they compare:
Annual fee
#mission
14 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
If you're not able to move to a new home or refinance to take advantage of the equity you have built up in your home, you're likely considering a home equity loan or a home equity line of credit. But besides interest rates, how do you choose between a HELOC or a home equity loan?
The average HELOC adjustable rate is 7.16%, a new 2026 low, according to real estate data ******* ytics company Curinos.
The national average rate on a fixed-rate home equity loan is 7.35%, up slightly from its 2026 low of 7.31% in late June.
Both rates are based on applicants with a minimum credit score of 780 and a maximum combined loan-to-value ratio (CLTV) of less than 70%.
#home #rate #heloc #advertiser
If you're not able to move to a new home or refinance to take advantage of the equity you have built up in your home, you're likely considering a home equity loan or a home equity line of credit. But besides interest rates, how do you choose between a HELOC or a home equity loan?
The average HELOC adjustable rate is 7.16%, a new 2026 low, according to real estate data ******* ytics company Curinos.
The national average rate on a fixed-rate home equity loan is 7.35%, up slightly from its 2026 low of 7.31% in late June.
Both rates are based on applicants with a minimum credit score of 780 and a maximum combined loan-to-value ratio (CLTV) of less than 70%.
#home #rate #heloc #advertiser
18 days ago
(Table below reflects daily flows on September 2, 2026 and ******* et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#brand #table #issuer
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#brand #table #issuer
19 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
If you want to put your savings to work without taking on market risk, a 1-year certificate of deposit (CD) could be the right place for your money. With guaranteed returns and federal insurance, 1-year CDs are a favorite among savers who want better yields than a traditional savings account can offer, but without the commitment of longer-term savings products.
Not sure where to start? Our team evaluated dozens of accounts to determine the 10 best 1-year CDs available today. Find out where you can earn the most on your savings with minimal fees, low deposit requirements, and excellent customer service. (See our full methodology here.)
The following is a snapshot of our picks for the best 1-year CDs available today. Keep reading for more details about these accounts.
APY: 3.9%
#year #deposit #best
If you want to put your savings to work without taking on market risk, a 1-year certificate of deposit (CD) could be the right place for your money. With guaranteed returns and federal insurance, 1-year CDs are a favorite among savers who want better yields than a traditional savings account can offer, but without the commitment of longer-term savings products.
Not sure where to start? Our team evaluated dozens of accounts to determine the 10 best 1-year CDs available today. Find out where you can earn the most on your savings with minimal fees, low deposit requirements, and excellent customer service. (See our full methodology here.)
The following is a snapshot of our picks for the best 1-year CDs available today. Keep reading for more details about these accounts.
APY: 3.9%
#year #deposit #best
21 days ago
Despite a 34% selloff, Netflix (NFLX) earns a BUY with a $182 price target implying 123% upside over twelve months.
Netflix crushes Disney (DIS) on margins at 33% versus 15% and trades at half Spotify's (SPOT) earnings multiple despite matching its growth rate.
Ad revenue is set to nearly double to $3 billion in 2026, while a record $4.7 billion Q2 buyback signals strong management conviction.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.
#months #double
Netflix crushes Disney (DIS) on margins at 33% versus 15% and trades at half Spotify's (SPOT) earnings multiple despite matching its growth rate.
Ad revenue is set to nearly double to $3 billion in 2026, while a record $4.7 billion Q2 buyback signals strong management conviction.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.
#months #double
21 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: Chase Freedom Unlimited offers a valuable cash-back rewards combo for taking on costly wedding expenses. You earn 5% cash back on travel purchased through Chase Travel, 3% on drugstore purchases and dining at restaurants (including takeout and eligible delivery service), and 1.5% on all other purchases, plus, there's an introductory 0% APR you can use to finance your wedding purchases and pay them off over time.
The rewards you earn with this card are even more lucrative if you also have a Chase Sapphire Preferred® Card or Chase Sapphire Reserve®. While you'll earn rewards as cash back, you can also redeem them toward travel purchases through Chase Travel. If you have one of the Sapphire cards, combine your rewards under that card account and get up to a 1.75x (for Chase Sapphire Preferred) or up to 2x (for Chase Sapphire Reserve) boosted Chase Travel redemption rate — a great way to maximize your Chase rewards toward your honeymoon or another upcoming trip.
Learn more: See our picks for the best Chase credit card
Why we like it: If you want to use your wedding expenses to help fund the honeymoon you'll take afterward, the Capital One Venture is a great option. You'll earn a flat 2x miles on every dollar you spend, so you don't need to worry about the specific categories your wedding spending may fall into. If you have wedding-related travel expenses to book, you can get up to 5x miles on hotels and car rentals through the Capital One Travel portal.
#sapphire
Why we like it: Chase Freedom Unlimited offers a valuable cash-back rewards combo for taking on costly wedding expenses. You earn 5% cash back on travel purchased through Chase Travel, 3% on drugstore purchases and dining at restaurants (including takeout and eligible delivery service), and 1.5% on all other purchases, plus, there's an introductory 0% APR you can use to finance your wedding purchases and pay them off over time.
The rewards you earn with this card are even more lucrative if you also have a Chase Sapphire Preferred® Card or Chase Sapphire Reserve®. While you'll earn rewards as cash back, you can also redeem them toward travel purchases through Chase Travel. If you have one of the Sapphire cards, combine your rewards under that card account and get up to a 1.75x (for Chase Sapphire Preferred) or up to 2x (for Chase Sapphire Reserve) boosted Chase Travel redemption rate — a great way to maximize your Chase rewards toward your honeymoon or another upcoming trip.
Learn more: See our picks for the best Chase credit card
Why we like it: If you want to use your wedding expenses to help fund the honeymoon you'll take afterward, the Capital One Venture is a great option. You'll earn a flat 2x miles on every dollar you spend, so you don't need to worry about the specific categories your wedding spending may fall into. If you have wedding-related travel expenses to book, you can get up to 5x miles on hotels and car rentals through the Capital One Travel portal.
#sapphire
23 days ago
Elon Musk has delivered massive multibagger gains for long-term Tesla shareholders, though the stock is down by more than 20% so far this year. The question for many is whether he can do the same for ******* e Exploration Technologies (NASDAQ: SPCX) shareholders. After making its debut earlier this summer, ******* eX has become a battleground stock, with some investors thinking the $1.85 trillion market cap company will be worth trillions more in years to come, while others think it is grossly overvalued.
Which team is right? Here is what a $5,000 investment in ******* eX stock today could be worth by 2030.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's name might be ******* eX, but its future hinges on its massive investments in artificial intelligence (AI). Since it acquired xAI (which, it should be noted, was also controlled by Musk) early this year for $250 billion, ******* eX has embarked on a massive build-out of data centers for AI infrastructure. This will allow it to meet its own needs for the Grok chatbot and sell computing power to third parties.
Its AI revenue was $2.5 billion last quarter, up from $737 million a year earlier. Capital expenditures for ******* eX's AI segment totaled $15.8 billion in the second quarter alone, a massive amount that it hopes will translate into revenue growth in the near future. It has signed deals to supply computing power to the likes of Alphabet and Anthropi, and on the Q2 conference call, Musk said he believes ******* eX is on pace to reach $100 billion in annual recurring revenue by the end of this year. By 2030, he expects ******* eX's total revenue to reach $1 trillion.
#year #signal #Stock #down
Which team is right? Here is what a $5,000 investment in ******* eX stock today could be worth by 2030.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's name might be ******* eX, but its future hinges on its massive investments in artificial intelligence (AI). Since it acquired xAI (which, it should be noted, was also controlled by Musk) early this year for $250 billion, ******* eX has embarked on a massive build-out of data centers for AI infrastructure. This will allow it to meet its own needs for the Grok chatbot and sell computing power to third parties.
Its AI revenue was $2.5 billion last quarter, up from $737 million a year earlier. Capital expenditures for ******* eX's AI segment totaled $15.8 billion in the second quarter alone, a massive amount that it hopes will translate into revenue growth in the near future. It has signed deals to supply computing power to the likes of Alphabet and Anthropi, and on the Q2 conference call, Musk said he believes ******* eX is on pace to reach $100 billion in annual recurring revenue by the end of this year. By 2030, he expects ******* eX's total revenue to reach $1 trillion.
#year #signal #Stock #down
28 days ago
The on-demand library it was built on is no longer the story management leads with, and the quality measure it now sets beside view hours is one the company will not detail.
Netflix (NFLX) has fallen 34.4% over the past twelve months while the S&P 500 returned 21.0%, though it is still 18.1% higher than it was twenty-four months ago. The bigger change is not in the price: the company has moved its lead story off the on-demand library it was built on and the quality side of its engagement case out of public view.
Management Used To Describe The Company Narrowly
In earlier calls management described the company narrowly: it was in the subscription entertainment business, and its core strategy was giving members exclusive first-run movies. That is no longer the whole of it. In the July 2026 call management says the definition of TV has broadened and its own has changed with it. The core TV series and film still take the vast majority of programming spend; what management foregrounds alongside them is live programming, cloud games, video podcasts, and carrying content partner TF1's local programming inside Netflix for French members. Management itself calls the expansions evolutionary rather than revolutionary.
Five Percent Of Spend, One Percent Of Hours
#percent
Netflix (NFLX) has fallen 34.4% over the past twelve months while the S&P 500 returned 21.0%, though it is still 18.1% higher than it was twenty-four months ago. The bigger change is not in the price: the company has moved its lead story off the on-demand library it was built on and the quality side of its engagement case out of public view.
Management Used To Describe The Company Narrowly
In earlier calls management described the company narrowly: it was in the subscription entertainment business, and its core strategy was giving members exclusive first-run movies. That is no longer the whole of it. In the July 2026 call management says the definition of TV has broadened and its own has changed with it. The core TV series and film still take the vast majority of programming spend; what management foregrounds alongside them is live programming, cloud games, video podcasts, and carrying content partner TF1's local programming inside Netflix for French members. Management itself calls the expansions evolutionary rather than revolutionary.
Five Percent Of Spend, One Percent Of Hours
#percent
1 month ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Mortgage rates fell slightly during a dramatic week for bond markets that saw the 30-year Treasury yield hit its highest level since 2007, prompting the US Treasury to boost its buybacks of long-term debt.
The average 30-year fixed-rate mortgage was 6.65% this week through Wednesday, from 6.67% a week earlier, according to Freddie Mac data.
Long-term government bond yields briefly topped 5.3%, the highest level in 19 years, on Tuesday as Wall Street fretted about inflation and the US's growing fiscal deficit. On Wednesday, the Treasury said it was doubling the size of its long-term bond buying program to support prices and bring interest rates down. Yields fell sharply in response, before jumping again on Thursday.
Because most homeowners end up refinancing or selling before their 30-year term is up, mortgage rates more closely track the 10-year Treasury yield. The 10-year yield saw smaller swings this week than longer-dated bonds, but the factors that led to this week's market shock mean that mortgage rates aren't likely to fall, and may even rise somewhat, in the weeks ahead.
#year #term #long #wednesday
Mortgage rates fell slightly during a dramatic week for bond markets that saw the 30-year Treasury yield hit its highest level since 2007, prompting the US Treasury to boost its buybacks of long-term debt.
The average 30-year fixed-rate mortgage was 6.65% this week through Wednesday, from 6.67% a week earlier, according to Freddie Mac data.
Long-term government bond yields briefly topped 5.3%, the highest level in 19 years, on Tuesday as Wall Street fretted about inflation and the US's growing fiscal deficit. On Wednesday, the Treasury said it was doubling the size of its long-term bond buying program to support prices and bring interest rates down. Yields fell sharply in response, before jumping again on Thursday.
Because most homeowners end up refinancing or selling before their 30-year term is up, mortgage rates more closely track the 10-year Treasury yield. The 10-year yield saw smaller swings this week than longer-dated bonds, but the factors that led to this week's market shock mean that mortgage rates aren't likely to fall, and may even rise somewhat, in the weeks ahead.
#year #term #long #wednesday
1 month ago
The oil majors are soaring. ExxonMobil Holdings (NYSE: XOM) posted net income of $14.5 billion for the second quarter, more than double the $7.1 billion profit it had a year ago. Chevron's (NYSE: CVX) net income of $12 billion for the quarter was almost 400% higher than the year-ago quarter.
Chevron beat Wall Street's earnings estimates by $0.50 a share, at $6.06. Exxon, meanwhile, fell $0.08 short of estimates, posting adjusted earnings of $3.52 a share. The company said difficulties in its refining business were to blame.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Still, the increase in net income at the two oil behemoths is stunning. And both companies handily beat ****** ysts' revenue estimates. Of course, higher oil prices resulting from the war in the Persian Gulf and the closure of the Strait of Hormuz, through which about one-fifth of the world's oil flows, are a huge part of that.
And both companies seem to be firing on all cylinders. So, the question is, which one is the better investment right now? I like Chevron. Here's why.
#signal #income #billion #double
Chevron beat Wall Street's earnings estimates by $0.50 a share, at $6.06. Exxon, meanwhile, fell $0.08 short of estimates, posting adjusted earnings of $3.52 a share. The company said difficulties in its refining business were to blame.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Still, the increase in net income at the two oil behemoths is stunning. And both companies handily beat ****** ysts' revenue estimates. Of course, higher oil prices resulting from the war in the Persian Gulf and the closure of the Strait of Hormuz, through which about one-fifth of the world's oil flows, are a huge part of that.
And both companies seem to be firing on all cylinders. So, the question is, which one is the better investment right now? I like Chevron. Here's why.
#signal #income #billion #double
1 month ago
Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC's AI server manufacturing campus in Fremont, California. It is a small deal in isolation, but it fits a pattern that has turned Bloom into one of the more talked-about names in the AI power trade.
The MiTAC expansion builds on an existing installation at the company's San Jose facility, and it will run as an islanded microgrid, meaning it operates independent of the local grid entirely. That matters because manufacturers building AI servers are running into the same power bottlenecks as the data centers buying their products. Bloom's Chief Commercial Officer Aman Joshi noted the company now serves nearly two dozen AI infrastructure customers with about 250 megawatts of contracted capacity, up from nearly zero just two years ago. Fuel cells generate power through an electrochemical process rather than combustion, which sidesteps permitting delays, water constraints and noise limits that can slow down traditional generation.
That growth shows up in the numbers too. Bloom's backlog reached $20 billion at the start of 2026, and product orders within that backlog rose 140% year over year, according to ****** ysis from Reuben Gregg Brewer published August 5. The company posted its first billion-dollar revenue quarter, and management raised full-year 2026 guidance to a range of $3.9 billion to $4.2 billion, per ****** ysis from Steven Porrello also published August 5. Wall Street currently expects revenue to more than triple over the next two years, and Bloom was profitable in both the first and second quarters of 2026.
The service portion of that backlog, roughly $14 billion of the $20 billion total, is the more durable piece of the business, since every fuel cell sold locks in an annuity-like service contract. But Brewer's ****** ysis points out that Bloom's overall profitability only turned positive in 2026, after losses in 2024 and 2025 even while the services business alone stayed profitable since 2024.
The stock has also been volatile. Shares are up roughly 500% over the trailing year but have pulled back about 35% from their highs, trading near $218 after touching roughly $345. Brewer argues that much of the good news already appears priced in, and that only aggressive growth investors should consider buying after such a rapid move. Even on a forward basis, Porrello notes the stock trades around 11 times next fiscal year's expected sales, a multiple that still ****** umes the AI buildout keeps accelerating without interruption.
#power #backlog #Analysis
The MiTAC expansion builds on an existing installation at the company's San Jose facility, and it will run as an islanded microgrid, meaning it operates independent of the local grid entirely. That matters because manufacturers building AI servers are running into the same power bottlenecks as the data centers buying their products. Bloom's Chief Commercial Officer Aman Joshi noted the company now serves nearly two dozen AI infrastructure customers with about 250 megawatts of contracted capacity, up from nearly zero just two years ago. Fuel cells generate power through an electrochemical process rather than combustion, which sidesteps permitting delays, water constraints and noise limits that can slow down traditional generation.
That growth shows up in the numbers too. Bloom's backlog reached $20 billion at the start of 2026, and product orders within that backlog rose 140% year over year, according to ****** ysis from Reuben Gregg Brewer published August 5. The company posted its first billion-dollar revenue quarter, and management raised full-year 2026 guidance to a range of $3.9 billion to $4.2 billion, per ****** ysis from Steven Porrello also published August 5. Wall Street currently expects revenue to more than triple over the next two years, and Bloom was profitable in both the first and second quarters of 2026.
The service portion of that backlog, roughly $14 billion of the $20 billion total, is the more durable piece of the business, since every fuel cell sold locks in an annuity-like service contract. But Brewer's ****** ysis points out that Bloom's overall profitability only turned positive in 2026, after losses in 2024 and 2025 even while the services business alone stayed profitable since 2024.
The stock has also been volatile. Shares are up roughly 500% over the trailing year but have pulled back about 35% from their highs, trading near $218 after touching roughly $345. Brewer argues that much of the good news already appears priced in, and that only aggressive growth investors should consider buying after such a rapid move. Even on a forward basis, Porrello notes the stock trades around 11 times next fiscal year's expected sales, a multiple that still ****** umes the AI buildout keeps accelerating without interruption.
#power #backlog #Analysis
2 months ago
When Nvidia (NVDA) invests in a company, investors pay attention. The chip giant doesn't hand out multi-billion-dollar investments lightly. According to Nvidia's recent filing, the company now owns 22.2 million Nebius (NBIS) shares, representing a 9.3% stake in the AI cloud company. Nvidia's trust in Nebius didn't just appear overnight. The chip giant first became an investor in late 2024 through Nebius' $700 million private placement and has steadily increased its stake since then. Nebius stock has climbed an impressive 147.6% year-to-date (YTD), surpassing the overall market.
But Nvidia's backing isn't just about capital. It signals that Nvidia sees Nebius as an important partner in the AI infrastructure ecosystem. The business is growing at a staggering pace. However, the challenge is that much of that expectation appears to be already priced into the stock. Nebius is set to report its Q2 earnings on August 12. Is Nebius stock a buy now?
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#company
But Nvidia's backing isn't just about capital. It signals that Nvidia sees Nebius as an important partner in the AI infrastructure ecosystem. The business is growing at a staggering pace. However, the challenge is that much of that expectation appears to be already priced into the stock. Nebius is set to report its Q2 earnings on August 12. Is Nebius stock a buy now?
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#company