4 days ago
Shares of AutoZone (NYSE: AZO) rose on Tuesday after the automotive replacement parts and accessories distributor reported stronger-than-expected profits.
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 »
AutoZone's net sales grew 5.6% year over year to $6.6 billion in its fiscal 2026 fourth quarter, which ended on Aug. 29.
The auto-parts purveyor opened 175 stores during the quarter and a total of 374 over the trailing 12 months. AutoZone ended the period with 8,031 stores, including 6,863 stores in the U.S., 1,001 in Mexico, and 167 in Brazil.
Additionally, same-store sales, which measure revenue from locations open for at least a year, increased by 2.7%, or 1.5% when excluding foreign currency fluctuations.
#year #autozone #quarter #NYSE
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 »
AutoZone's net sales grew 5.6% year over year to $6.6 billion in its fiscal 2026 fourth quarter, which ended on Aug. 29.
The auto-parts purveyor opened 175 stores during the quarter and a total of 374 over the trailing 12 months. AutoZone ended the period with 8,031 stores, including 6,863 stores in the U.S., 1,001 in Mexico, and 167 in Brazil.
Additionally, same-store sales, which measure revenue from locations open for at least a year, increased by 2.7%, or 1.5% when excluding foreign currency fluctuations.
#year #autozone #quarter #NYSE
4 days ago
Investors eager to buy into the futuristic vision of profitable driverless vehicles will get their chance soon. May Mobility is aiming to become the first U.S. publicly listed pure-play option for an autonomous ride-hailing technology company. It is poised to go public through a special purpose acquisition company (SPAC), merging with ACP Holdings Acquisition (NASDAQ: ACGC) that values the combined company at roughly $1.4 billion.
It's expected to operate as May Mobility. trading on the Nasdaq exchange under MAY. But before investors get too excited, let's pump the brakes and take a look at the details.
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 »
It's easy for investors to get excited about the opportunity, but many might not be aware of the potential market size or growth prospects. The global robotaxi market is projected to reach about $415 billion by 2035, with the U.S. accounting for a roughly $48 billion slice of that pie. The fleet of U.S. commercial autonomous vehicles (AVs) is projected to expand from only about 4,000 vehicles currently to around 35,000 by 2030 -- or about 8% of the ride-sharing market.
A year ago this month, Bank of America projected that the long-term U.S. total addressable market (TAM) for AV ride-hailing is a trillion-dollar opportunity as companies such as May Mobility aim to replace the drivers that take roughly 70% of every fare. It's also important for investors to realize how early in the game this is: Alphabet's Waymo, with an estimated $350 million in annualized revenue, would represent only about 0.5% of U.S. ride-hailing bookings.
#vehicles #company #roughly #billion
It's expected to operate as May Mobility. trading on the Nasdaq exchange under MAY. But before investors get too excited, let's pump the brakes and take a look at the details.
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 »
It's easy for investors to get excited about the opportunity, but many might not be aware of the potential market size or growth prospects. The global robotaxi market is projected to reach about $415 billion by 2035, with the U.S. accounting for a roughly $48 billion slice of that pie. The fleet of U.S. commercial autonomous vehicles (AVs) is projected to expand from only about 4,000 vehicles currently to around 35,000 by 2030 -- or about 8% of the ride-sharing market.
A year ago this month, Bank of America projected that the long-term U.S. total addressable market (TAM) for AV ride-hailing is a trillion-dollar opportunity as companies such as May Mobility aim to replace the drivers that take roughly 70% of every fare. It's also important for investors to realize how early in the game this is: Alphabet's Waymo, with an estimated $350 million in annualized revenue, would represent only about 0.5% of U.S. ride-hailing bookings.
#vehicles #company #roughly #billion
11 days ago
On August 6, Aflac (NYSE:AFL) reported second-quarter numbers that point in opposite directions. Net earnings climbed to $825 million, helped along by investment losses that shrank to $153 million from $421 million a year ago. Adjusted earnings, though, fell 7.7% to $883 million. Both numbers are real, but they answer different questions. Which measure you trust changes the story, so here is what sits underneath.
Start with the yen, because it is muddying the picture. The average rate was 159.45 to the dollar, 9.3% weaker than a year earlier, and that cost adjusted earnings $0.05 a share. Take the currency out of the first half and adjusted earnings per share rose 4.1% to $3.57. ******* an is also running more profitably. Its pretax adjusted margin widened to 34.3% from 32.0% as claims took a smaller bite out of premiums, and yen-based pretax adjusted earnings rose 3.4%. So part of the decline in ******* an's dollar-reported profit is currency, not operations.
The US business is still growing at the top line. Net earned premiums rose 2.3% to $1.5 billion, and sales climbed 2.6% to $349 million, led by group voluntary benefits along with dental and vision plans. In ******* an, the refreshed Tsumitasu life policy and the new Anshin Palette medical product grew strongly in the quarter, and first-half sales rose 7.0% to ¥37.3 billion. Then there is the cash. Aflac returned $1.3 billion to shareholders in the quarter, $983 million of it through buybacks, and declared a $0.61 third-quarter dividend, payable September 1 to holders of record on August 19, 2026. Management notes 43 straight years of dividend increases through 2025 and says the board is on a path to extend that in 2026.
The catch is that ******* an's profit gains came from lower claims, not a bigger business. Net earned premiums in yen fell 3.7%, mainly because of a new external reinsurance deal and older limited-pay policies reaching paid-up status. Premium persistency, the share of policies customers keep, slipped to 92.7% from 93.7%. ******* an's pretax adjusted earnings still fell 2.1% once currency is stripped out, and new sales dipped 5.6% in the quarter against a tough comparison for the Miraito cancer product, which launched in March 2025.
The US segment has its own soft spot. Pretax adjusted earnings fell 4.6% to $370 million, and the margin narrowed to 20.9% from 22.5% as claims and benefits took a bigger share of premiums. Corporate and Other swung to a $10 million pretax adjusted loss from a $20 million gain a year earlier, with interest expense up 21.6% to $62 million. And adjusted book value per share, excluding foreign currency remeasurement, slid to $41.22 at June 30 from $42.97 a year earlier.
#earnings #fell
Start with the yen, because it is muddying the picture. The average rate was 159.45 to the dollar, 9.3% weaker than a year earlier, and that cost adjusted earnings $0.05 a share. Take the currency out of the first half and adjusted earnings per share rose 4.1% to $3.57. ******* an is also running more profitably. Its pretax adjusted margin widened to 34.3% from 32.0% as claims took a smaller bite out of premiums, and yen-based pretax adjusted earnings rose 3.4%. So part of the decline in ******* an's dollar-reported profit is currency, not operations.
The US business is still growing at the top line. Net earned premiums rose 2.3% to $1.5 billion, and sales climbed 2.6% to $349 million, led by group voluntary benefits along with dental and vision plans. In ******* an, the refreshed Tsumitasu life policy and the new Anshin Palette medical product grew strongly in the quarter, and first-half sales rose 7.0% to ¥37.3 billion. Then there is the cash. Aflac returned $1.3 billion to shareholders in the quarter, $983 million of it through buybacks, and declared a $0.61 third-quarter dividend, payable September 1 to holders of record on August 19, 2026. Management notes 43 straight years of dividend increases through 2025 and says the board is on a path to extend that in 2026.
The catch is that ******* an's profit gains came from lower claims, not a bigger business. Net earned premiums in yen fell 3.7%, mainly because of a new external reinsurance deal and older limited-pay policies reaching paid-up status. Premium persistency, the share of policies customers keep, slipped to 92.7% from 93.7%. ******* an's pretax adjusted earnings still fell 2.1% once currency is stripped out, and new sales dipped 5.6% in the quarter against a tough comparison for the Miraito cancer product, which launched in March 2025.
The US segment has its own soft spot. Pretax adjusted earnings fell 4.6% to $370 million, and the margin narrowed to 20.9% from 22.5% as claims and benefits took a bigger share of premiums. Corporate and Other swung to a $10 million pretax adjusted loss from a $20 million gain a year earlier, with interest expense up 21.6% to $62 million. And adjusted book value per share, excluding foreign currency remeasurement, slid to $41.22 at June 30 from $42.97 a year earlier.
#earnings #fell
12 days ago
Microsoft's (NASDAQ:MSFT) fiscal 2026, which ended June 30, was arguably the strongest year in the software giant's history. Revenue grew 18% to $331.8 billion. Net income jumped 31% year over year, to $133.7 billion.
Micron Technology (NASDAQ:MU) is approaching that number from a different direction. The memory specialist earned $8.5 billion in its fiscal 2025.
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 »
But for the fiscal fourth quarter of 2026, which ended in early September, management guided to earnings of $30.73 per diluted share, plus or minus $1.00, on a generally accepted accounting principles (GAAP) basis. On about 1.15 billion diluted shares, the guidance works out to about $35 billion of profit in one quarter (about four times what the whole prior fiscal year produced).
Here's my prediction: In fiscal 2027, Micron will earn more than Microsoft. That means beating the year Microsoft is now in, not the one it just reported. It's a bold call, and it relies almost entirely on the price of memory.
#Microsoft #quarter
Micron Technology (NASDAQ:MU) is approaching that number from a different direction. The memory specialist earned $8.5 billion in its fiscal 2025.
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 »
But for the fiscal fourth quarter of 2026, which ended in early September, management guided to earnings of $30.73 per diluted share, plus or minus $1.00, on a generally accepted accounting principles (GAAP) basis. On about 1.15 billion diluted shares, the guidance works out to about $35 billion of profit in one quarter (about four times what the whole prior fiscal year produced).
Here's my prediction: In fiscal 2027, Micron will earn more than Microsoft. That means beating the year Microsoft is now in, not the one it just reported. It's a bold call, and it relies almost entirely on the price of memory.
#Microsoft #quarter
12 days ago
No matter how well you plan for retirement, there are surprises that could throw you for a loop. The stock market might crash unexpectedly. Your healthcare costs might increase. Or, worse yet, you could end up needing long-term care at some point.
But one hiccup you should know to plan for is inflation. Over time, the cost of living is likely to rise. And if you aren't prepared, you could easily end up losing out on buying power. These two adjustments to your retirement plan could help you avoid that fate.
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 »
It's fairly common for retirees to reduce their stock holdings to minimize risk in their portfolios. But while it's OK to de-risk to some degree, you don't want to dump your stocks completely. Doing so could cause your portfolio to trail inflation, leading you to lose buying power and putting your savings at risk of being depleted.
If you're not comfortable holding individual stocks in retirement, buy shares of an S&P 500 exchange-traded fund (ETF). This effectively gives you exposure to the market. Or load up on dividend ETFs that generate steady income.
#plan #market
But one hiccup you should know to plan for is inflation. Over time, the cost of living is likely to rise. And if you aren't prepared, you could easily end up losing out on buying power. These two adjustments to your retirement plan could help you avoid that fate.
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 »
It's fairly common for retirees to reduce their stock holdings to minimize risk in their portfolios. But while it's OK to de-risk to some degree, you don't want to dump your stocks completely. Doing so could cause your portfolio to trail inflation, leading you to lose buying power and putting your savings at risk of being depleted.
If you're not comfortable holding individual stocks in retirement, buy shares of an S&P 500 exchange-traded fund (ETF). This effectively gives you exposure to the market. Or load up on dividend ETFs that generate steady income.
#plan #market
12 days ago
Though it's down by 33% over the last five years, Ethereum (CRYPTO: ETH) climbed from about $130 in early 2020 to over $4,800 in early November 2021, which would have been sufficient to turn an investment of $27,000 into about $1 million. It's natural for investors to wonder if another historic run is in the cards for the coin, given that it's more widely known now than it was then.
Today, with a market cap of $292 billion as of Sept. 15, Ethereum can still grow your wealth substantially, but it probably won't be a millionaire maker for those with small positions anytime soon. Let's first look at the math to see why, then examine its upcoming catalysts.
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 »
Ethereum isn't going to be a millionaire-maker investment from here, even if you're willing to pony up a lot more capital than most investors have on hand or are willing to allocate to a lottery ticket, and even if it becomes the next cryptocurrency to explode.
Turning $10,000 into $1 million requires a 100x gain, which would boost Ethereum's market cap to $29.2 trillion.
#even
Today, with a market cap of $292 billion as of Sept. 15, Ethereum can still grow your wealth substantially, but it probably won't be a millionaire maker for those with small positions anytime soon. Let's first look at the math to see why, then examine its upcoming catalysts.
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 »
Ethereum isn't going to be a millionaire-maker investment from here, even if you're willing to pony up a lot more capital than most investors have on hand or are willing to allocate to a lottery ticket, and even if it becomes the next cryptocurrency to explode.
Turning $10,000 into $1 million requires a 100x gain, which would boost Ethereum's market cap to $29.2 trillion.
#even
12 days ago
The Vanguard Bond Market ETF (NASDAQ:BND) is the largest bond ETF with nearly $162.3 billion in ***** ets. If you invested $10,000 into BND today, it could grow into over $18,000 in 20 years, given its historical 3% annualized return since inception (assuming you reinvest your interest payments). That's likely a lot less than you'd earn if you invested the same amount in an S&P 500 index fund. However, bonds are income generators and portfolio stabilizers, not wealth-building tools.
Here's a look at why you might still want to consider investing in this top bond ETF, despite its low historical returns.
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 »
Image source: Getty Images.
Vanguard launched BND in early 2007, right before the financial crisis, when interest rates were at their peak:
#bond
Here's a look at why you might still want to consider investing in this top bond ETF, despite its low historical returns.
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 »
Image source: Getty Images.
Vanguard launched BND in early 2007, right before the financial crisis, when interest rates were at their peak:
#bond
12 days ago
Veteran ******* yst Jim Cramer sees something in Apple's (AAPL) latest launch that is more than a reason for its customers to buy another replacement phone.
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
12 days ago
It's been a disappointing couple of years for shareholders of biotechnology outfit CRISPR Therapeutics (NASDAQ: CRSP). This stock's barely up since the end of 2022, lagging the broad market's gains. It's not the performance that investors keeping tabs on this company were expecting, given its potential.
Don't be discouraged, though. While still speculative like most young biotech names, CRISPR Therapeutics remains a compelling prospect for investors who can stomach the risk and its inevitable volatility. Here's why.
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 »
On the off-chance you're reading this and aren't already familiar with the company, CRISPR Therapeutics is a drug developer that specializes in gene editing.
It's probably an area you've heard a great deal about. No gene-editing drugs were actually on the market in the United States until CRISPR Therapeutics' Casgevy was approved by the FDA as a treatment for sickle cell disease in late 2023. Any and all gene therapies currently on the market followed this pioneer's foray. Being first is a well-deserved accolade for the company, too, which was co-founded by Dr. Emmanuelle Charpentier, who was one of the co-discoverers of the CRISPR/Cas9 gene-editing mechanism that makes Casgevy work.
#crispr #gene #company
Don't be discouraged, though. While still speculative like most young biotech names, CRISPR Therapeutics remains a compelling prospect for investors who can stomach the risk and its inevitable volatility. Here's why.
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 »
On the off-chance you're reading this and aren't already familiar with the company, CRISPR Therapeutics is a drug developer that specializes in gene editing.
It's probably an area you've heard a great deal about. No gene-editing drugs were actually on the market in the United States until CRISPR Therapeutics' Casgevy was approved by the FDA as a treatment for sickle cell disease in late 2023. Any and all gene therapies currently on the market followed this pioneer's foray. Being first is a well-deserved accolade for the company, too, which was co-founded by Dr. Emmanuelle Charpentier, who was one of the co-discoverers of the CRISPR/Cas9 gene-editing mechanism that makes Casgevy work.
#crispr #gene #company
12 days ago
Anthropic's initial public offering (IPO) appears to be on pace to take place in late October or early November. Right now, it is difficult for retail investors to get a stake in the artificial intelligence (AI) giant, which is one of the fastest-growing businesses in the world.
But there is an investment you could make that would get you sizable indirect exposure to Anthropic ahead of its listing. Zoom Communications (NASDAQ: ZM), the leading cloud video conferencing company, bought a stake in Anthropic back in May 2023, and that investment could now be worth billions.
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 »
Let's see whether that makes Zoom stock a buy right now.
Zoom made a $51 million investment in Anthropic in May 2023, and that has turned out to be one of the smartest decisions the company has ever made (maybe even smarter than its choice to go public right before the pandemic).
#investment #missed
But there is an investment you could make that would get you sizable indirect exposure to Anthropic ahead of its listing. Zoom Communications (NASDAQ: ZM), the leading cloud video conferencing company, bought a stake in Anthropic back in May 2023, and that investment could now be worth billions.
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 »
Let's see whether that makes Zoom stock a buy right now.
Zoom made a $51 million investment in Anthropic in May 2023, and that has turned out to be one of the smartest decisions the company has ever made (maybe even smarter than its choice to go public right before the pandemic).
#investment #missed
12 days ago
Morgan Stanley met privately with Gilead Sciences (GILD) leadership at its 2026 Global Healthcare Conference this month, and the feedback strengthened the bank's positive view on the stock.
Morgan Stanley's biopharma team hosted a meeting and a management dinner with Gilead Chairman and CEO Daniel O'Day and Chief Commercial and Corporate Affairs Officer Johanna Mercier. According to a Morgan Stanley research note shared with me, the discussion reinforced its Overweight rating on Gilead and singled out one franchise as the biggest reason to stay positive.
Gilead trades around $150.89, up about 24% year to date and roughly 111% over five years. That kind of run in a biotech stock usually needs a catalyst, and Morgan Stanley points to HIV prevention. The bigger question for investors now is whether the new HIV prevention business built around Yeztugo can keep growing at the pace of the last few quarters.
Terence Flynn, a Morgan Stanley equity **** yst who covers Gilead and other healthcare stocks has held an Overweight rating on the stock since January 2025.
According to the note, Gilead management described the company as being at "an important inflection point, supported by what it views as the most robust portfolio in the company's history," with no patent expiring until 2036.
#gilead #healthcare #management #note
Morgan Stanley's biopharma team hosted a meeting and a management dinner with Gilead Chairman and CEO Daniel O'Day and Chief Commercial and Corporate Affairs Officer Johanna Mercier. According to a Morgan Stanley research note shared with me, the discussion reinforced its Overweight rating on Gilead and singled out one franchise as the biggest reason to stay positive.
Gilead trades around $150.89, up about 24% year to date and roughly 111% over five years. That kind of run in a biotech stock usually needs a catalyst, and Morgan Stanley points to HIV prevention. The bigger question for investors now is whether the new HIV prevention business built around Yeztugo can keep growing at the pace of the last few quarters.
Terence Flynn, a Morgan Stanley equity **** yst who covers Gilead and other healthcare stocks has held an Overweight rating on the stock since January 2025.
According to the note, Gilead management described the company as being at "an important inflection point, supported by what it views as the most robust portfolio in the company's history," with no patent expiring until 2036.
#gilead #healthcare #management #note
12 days ago
Nvidia (NASDAQ: NVDA) is one of the most successful stocks in history. Since launching its IPO in 1999, the stock has earned unprecedented returns, especially considering the 27-year time frame. So high are the gains that an investment of $1,000 at that time would deliver millions.
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 semiconductor stock launched its IPO on Jan. 22, 1999, at a split-adjusted price of $0.025 per share. At the time, that would have bought 40,000 split-adjusted shares worth $5.32 million. Add in the dividend income over that time, and the overall total grows to $5.70 million.
NVDA data by YCharts
Nvidia made its initial fortune as a leader in graphics cards. It later moved on to GPUs and, later, AI accelerators, which have made it an industry-leading chip stock. With that, it won the AI training race, or at least the first phase of it.
#missed #phase
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 semiconductor stock launched its IPO on Jan. 22, 1999, at a split-adjusted price of $0.025 per share. At the time, that would have bought 40,000 split-adjusted shares worth $5.32 million. Add in the dividend income over that time, and the overall total grows to $5.70 million.
NVDA data by YCharts
Nvidia made its initial fortune as a leader in graphics cards. It later moved on to GPUs and, later, AI accelerators, which have made it an industry-leading chip stock. With that, it won the AI training race, or at least the first phase of it.
#missed #phase
12 days ago
Warren Buffett propelled Berkshire Hathaway to six decades of market-beating returns, so it's no surprise that retail investors around the world look to him for advice. The billionaire aims to select quality companies when they're undervalued, then benefit over time as their earnings grow and the stock prices take off. Buffett has invested throughout market environments, from bull markets to bear markets, and has experienced market crashes -- and over time, he's scored a clear win by sticking to his investing principles.
Buffett no longer leads the investing decisions at Berkshire Hathaway -- he handed that role over to his hand-picked successor, Greg Abel, at the start of the year and just this week turned the chairman position over to his son, Howard Buffett. However, Warren Buffett, now chairman emeritus, has continued to speak publicly about investing. And we also may refer to his past words of advice, which continue to ring true today.
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 »
In fact, one comment from Buffett looks particularly interesting right now, given certain elements of uncertainty that have weighed on the market recently, from higher inflation to worries about spending on artificial intelligence (AI). Buffett says many investors make this one mistake. Let's find out what it is and consider how to avoid this common -- and costly -- error.
Image source: The Motley Fool.
#investors #warren #missed
Buffett no longer leads the investing decisions at Berkshire Hathaway -- he handed that role over to his hand-picked successor, Greg Abel, at the start of the year and just this week turned the chairman position over to his son, Howard Buffett. However, Warren Buffett, now chairman emeritus, has continued to speak publicly about investing. And we also may refer to his past words of advice, which continue to ring true today.
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 »
In fact, one comment from Buffett looks particularly interesting right now, given certain elements of uncertainty that have weighed on the market recently, from higher inflation to worries about spending on artificial intelligence (AI). Buffett says many investors make this one mistake. Let's find out what it is and consider how to avoid this common -- and costly -- error.
Image source: The Motley Fool.
#investors #warren #missed
12 days ago
If you're trying to choose between the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY), it might seem they're essentially interchangeable. They're both huge and track the same index.
At a high level, that's probably true. But if you want to dive deep and get picky, a few factors set them apart.
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 State Street SPDR S&P 500 ETF has an expense ratio of 0.0945%. The Vanguard S&P 500 ETF charges just 0.03%. Given that the index has historically returned about 10% per year, this fee difference may seem immaterial. But I will take any advantage I can get.
Because of their sizes, trading spreads (the difference between the buying (ask) price and the selling (bid) price of a stock) are virtually nothing, so spreads aren't really a consideration here. But if you can own the exact same index for a third of the cost, why not?
#index #same
At a high level, that's probably true. But if you want to dive deep and get picky, a few factors set them apart.
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 State Street SPDR S&P 500 ETF has an expense ratio of 0.0945%. The Vanguard S&P 500 ETF charges just 0.03%. Given that the index has historically returned about 10% per year, this fee difference may seem immaterial. But I will take any advantage I can get.
Because of their sizes, trading spreads (the difference between the buying (ask) price and the selling (bid) price of a stock) are virtually nothing, so spreads aren't really a consideration here. But if you can own the exact same index for a third of the cost, why not?
#index #same
12 days ago
Nvidia (NASDAQ:NVDA) has constructed an artificial intelligence (AI) empire over the past few years. The company sells the world's most powerful AI chips, known as graphics processing units (GPUs), and an entire portfolio of related tools that are generating triple-digit growth and record levels of revenue.
Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.
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 »
These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.
Just recently, however, some bright news emerged during Amazon's earning call. In fact, these 15 words from Amazon chief Andy Jassy may eliminate Nvidia's biggest risk.
#chips
Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.
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 »
These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.
Just recently, however, some bright news emerged during Amazon's earning call. In fact, these 15 words from Amazon chief Andy Jassy may eliminate Nvidia's biggest risk.
#chips
12 days ago
On Sept. 15, 2016, Shopify (NASDAQ:SHOP) stock closed at a split-adjusted $4.18 per share. As of this writing, shares trade around $130. That comes out to about 31 times the initial investment -- enough to make a $10,000 stake bought that day worth about $311,000 today.
And because Shopify does not pay a dividend, the share price did all the work.
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 »
For comparison, the S&P 500 (SNPINDEX:^GSPC) had an outstanding decade of its own. The same $10,000 in an index fund that tracks the benchmark, with dividends reinvested, would have become about $41,000 during that period.
Most investors would be delighted with that outcome. Shopify's was more than seven times better.
#sept
And because Shopify does not pay a dividend, the share price did all the work.
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 »
For comparison, the S&P 500 (SNPINDEX:^GSPC) had an outstanding decade of its own. The same $10,000 in an index fund that tracks the benchmark, with dividends reinvested, would have become about $41,000 during that period.
Most investors would be delighted with that outcome. Shopify's was more than seven times better.
#sept
12 days ago
Robinhood Markets (NASDAQ:HOOD) ended August with $384 billion in Total Platform **** ets, its term for everything customers hold on the platform -- up 8% from July and 26% from a year earlier, according to operating data published Sept. 10.
The next big round number, $500 billion, sits about 30% away. I think Robinhood gets there at some point during 2027.
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 reason isn't a bold **** umption about markets or a bet on a new product taking off. Customers' own deposits carry the platform most of the way, and the market only has to cover a modest gap.
Image source: Getty Images.
#billion #think #NASDAQ
The next big round number, $500 billion, sits about 30% away. I think Robinhood gets there at some point during 2027.
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 reason isn't a bold **** umption about markets or a bet on a new product taking off. Customers' own deposits carry the platform most of the way, and the market only has to cover a modest gap.
Image source: Getty Images.
#billion #think #NASDAQ
12 days ago
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date. With AI continuing to dominate the market narrative, the firm has found itself at the center of the industry's concerns about cybersecurity. While some, such as Anthropic's Dario Amodei, have claimed that their AI software is sufficient for cybersecurity purposes, others have argued that firms such as CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play a key role in the industry. Cramer is in the latter camp, and in his morning appearance on September 15th, the CNBC TV host discussed the recent discussions about AI being a threat:
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.
#NASDAQ #firm #grew
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.
#NASDAQ #firm #grew
12 days ago
Gov. Gavin Newsom on Saturday signed legislation to increase security for the state's voting systems and protect Californians' ability to cast ballots in an effort to guard against potential interference in the Nov. 3 election, including by the Trump administration.
Newsom pointed to the Trump administration's recent effort to restrict mail-in voting through the U.S. Postal Service, which was struck down by the U.S. Supreme Court, and the presence of federal monitors at California polls last year as evidence that Trump "will continue his efforts to interfere with the November election."
"Donald Trump won't stop until he can exert dictatorial control over your free vote and disenfranchise millions of people this November. California will stop him at every opportunity," Newsom said in a statement. "We have no bigger task than fighting to protect the right to vote from interference and meddling — the future of democracy is on the line. These bills today build upon the wall California has built to safeguard our electoral process."
The governor signed the package of bills at the ****** anese American National Museum in Little Tokyo, where a year earlier federal agents gathered outside a political rally he was hosting. Then-Border Patrol Sector Chief Gregory Bovino, who had been leading the immigration operations in California, was among those outside the event, joined by agents in helmets, camouflage, masks and holding guns. Newsom described their presence as political intimidation.
One bill Newsom signed Saturday cites efforts to "weaponize law enforcement authority for political purposes," including Republican "Sheriff Chad Bianco's seizure of ballots in Riverside County," and the election monitors sent by the U.S. Justice Department to polling sites in five counties during a 2025 special election on redistricting.
#political
Newsom pointed to the Trump administration's recent effort to restrict mail-in voting through the U.S. Postal Service, which was struck down by the U.S. Supreme Court, and the presence of federal monitors at California polls last year as evidence that Trump "will continue his efforts to interfere with the November election."
"Donald Trump won't stop until he can exert dictatorial control over your free vote and disenfranchise millions of people this November. California will stop him at every opportunity," Newsom said in a statement. "We have no bigger task than fighting to protect the right to vote from interference and meddling — the future of democracy is on the line. These bills today build upon the wall California has built to safeguard our electoral process."
The governor signed the package of bills at the ****** anese American National Museum in Little Tokyo, where a year earlier federal agents gathered outside a political rally he was hosting. Then-Border Patrol Sector Chief Gregory Bovino, who had been leading the immigration operations in California, was among those outside the event, joined by agents in helmets, camouflage, masks and holding guns. Newsom described their presence as political intimidation.
One bill Newsom signed Saturday cites efforts to "weaponize law enforcement authority for political purposes," including Republican "Sheriff Chad Bianco's seizure of ballots in Riverside County," and the election monitors sent by the U.S. Justice Department to polling sites in five counties during a 2025 special election on redistricting.
#political
12 days ago
Investing in high-yield dividend stocks can be a solid portfolio move and give investors some nice supplemental income. However, not all dividend stocks are created equal. Two dividend stocks I'd be buying now are Energy Transfer (NYSE: ET) and Verizon (NYSE: VZ), while one I would avoid is Pfizer (NYSE: PFE).
Let's take a closer look at each, starting with why I'd avoid investing in Pfizer.
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 »
At one point, Pfizer was as blue chip of a pharmaceutical company as there was. However, the stock's 6.2% yield and cheap valuation reflect a company facing challenges ahead.
Pfizer took on significant debt when it acquired Seagen for $43 billion in December 2023 to strengthen its oncology portfolio. That has left the company with over $60 billion in debt and high interest expenses. The company paid out $9.7 billion in dividends last year while generating $9.1 billion in free cash flow, so it paid out more in dividends than it generated in cash. That has continued through the first six months of 2026.
#NYSE #stocks #missed #high
Let's take a closer look at each, starting with why I'd avoid investing in Pfizer.
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 »
At one point, Pfizer was as blue chip of a pharmaceutical company as there was. However, the stock's 6.2% yield and cheap valuation reflect a company facing challenges ahead.
Pfizer took on significant debt when it acquired Seagen for $43 billion in December 2023 to strengthen its oncology portfolio. That has left the company with over $60 billion in debt and high interest expenses. The company paid out $9.7 billion in dividends last year while generating $9.1 billion in free cash flow, so it paid out more in dividends than it generated in cash. That has continued through the first six months of 2026.
#NYSE #stocks #missed #high
12 days ago
The first full week of trading in September didn't give Zscaler (NASDAQ: ZS) investors much to celebrate. During the shortened trading week that followed Labor Day, Zscaler dropped about 3%. This week, however, is a very different story, thanks to a firm providing an auspicious outlook for the cybersecurity stock.
According to data provided by S&P Global Market Intelligence, Zscaler shares were up 20.7% from the end of trading last Friday through 3:37 p.m. today.
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 »
Maintaining its outperform rating, Bernstein hiked its price target on Zscaler stock to $298 from $224 on Thursday morning. Based on Zscaler's closing price of $191.58 on Wednesday, the Bernstein price target implies 56% upside.
According to Thefly.com, Bernstein based its improved outlook on the belief that there's growing positive market sentiment toward cybersecurity stocks. In addition, Bernstein notes that cybersecurity stocks it had previously identified as "too cheap" are now reasonable valued, yet Zscaler is one option that still provides material upside.
#week
According to data provided by S&P Global Market Intelligence, Zscaler shares were up 20.7% from the end of trading last Friday through 3:37 p.m. today.
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 »
Maintaining its outperform rating, Bernstein hiked its price target on Zscaler stock to $298 from $224 on Thursday morning. Based on Zscaler's closing price of $191.58 on Wednesday, the Bernstein price target implies 56% upside.
According to Thefly.com, Bernstein based its improved outlook on the belief that there's growing positive market sentiment toward cybersecurity stocks. In addition, Bernstein notes that cybersecurity stocks it had previously identified as "too cheap" are now reasonable valued, yet Zscaler is one option that still provides material upside.
#week
12 days ago
Semiconductor giant Nvidia (NASDAQ: NVDA) has been a hot stock for some time now -- for good reason. It has averaged annualized gains of 52% over the past 15 years. That was enough to turn a single $10,000 investment 15 years ago into a stake worth $5.9 million (with dividends reinvested) or $5.4 million (without the reinvestment of dividends).
What if you buy into it today, though? How big could your stake in it become by, say, 2030? Let's take a look.
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 »
Let's start with a caveat: Whatever estimate we come up with will be just that -- an estimate. It will be based on the stock's growth rate -- which over the past three years has averaged nearly 70% per year! Over the past one year, it has gained nearly 20%. (That 20% might seem puny, but remember that over many decades, the stock market has averaged annual gains of close to 10%. So a 20% gain is still pretty good.)
But how quickly will Nvidia grow over the coming four years? Well, let's pick a number between that 20% and the longer-term rate of 52%. Let's say 30%.
#NVIDIA #missed
What if you buy into it today, though? How big could your stake in it become by, say, 2030? Let's take a look.
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 »
Let's start with a caveat: Whatever estimate we come up with will be just that -- an estimate. It will be based on the stock's growth rate -- which over the past three years has averaged nearly 70% per year! Over the past one year, it has gained nearly 20%. (That 20% might seem puny, but remember that over many decades, the stock market has averaged annual gains of close to 10%. So a 20% gain is still pretty good.)
But how quickly will Nvidia grow over the coming four years? Well, let's pick a number between that 20% and the longer-term rate of 52%. Let's say 30%.
#NVIDIA #missed
12 days ago
The Ethereum (CRYPTO: ETH) cryptocurrency is up 5.8% at 2:17 p.m. ET, floating atop a broad surge across the crypto sector. It's the kind of day where you almost expect stablecoins to rise, as the U.S. Securities and Exchange Commission (SEC) moved one step closer to permitting token-based trading of stock-type securities.
And Ethereum would benefit directly if tokenized stocks ever get the SEC's final stamp of approval. The news is a day old, but traders needed time to process the situation after a tumultuous week in which the Clarity Act failed to move forward.
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 SEC is allowing a new kind of venue to trade blockchain versions of regularly listed stocks without first registering as a stock exchange. It's temporary, it's capped, and it comes with strings attached.
This isn't retail investors buying tokenized stocks on a public blockchain tomorrow. It's explicitly a placeholder for further announcements. The tokenized securities venue (TSV) designation is essentially a bold but limited experiment.
#stocks #missed #investors
And Ethereum would benefit directly if tokenized stocks ever get the SEC's final stamp of approval. The news is a day old, but traders needed time to process the situation after a tumultuous week in which the Clarity Act failed to move forward.
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 SEC is allowing a new kind of venue to trade blockchain versions of regularly listed stocks without first registering as a stock exchange. It's temporary, it's capped, and it comes with strings attached.
This isn't retail investors buying tokenized stocks on a public blockchain tomorrow. It's explicitly a placeholder for further announcements. The tokenized securities venue (TSV) designation is essentially a bold but limited experiment.
#stocks #missed #investors
12 days ago
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.
#forecast
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.
#forecast
12 days ago
Warren Buffett began buying shares of Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) in 1962. He took complete control in 1965.
In the decades to come, Buffett led Berkshire on a truly historic run. The stock averaged 19.7% annual returns -- roughly double what the S&P 500 Index garnered over the same time period.
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 »
At the end of last year, Buffett relinquished his role as CEO. Greg Abel took the reigns at the start of 2026. Now, Buffett is stepping down as Chairman of the board. Though, he is retaining a position as Director, as well as the ***** le of Chairman Emeritus.
"Father Time always wins," Buffett explained in a letter to investors. "He has, however, been generous with me. He has given me the opportunity to see Berkshire reach a point where I am more confident than ever about what lies ahead."
#chairman
In the decades to come, Buffett led Berkshire on a truly historic run. The stock averaged 19.7% annual returns -- roughly double what the S&P 500 Index garnered over the same time period.
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 »
At the end of last year, Buffett relinquished his role as CEO. Greg Abel took the reigns at the start of 2026. Now, Buffett is stepping down as Chairman of the board. Though, he is retaining a position as Director, as well as the ***** le of Chairman Emeritus.
"Father Time always wins," Buffett explained in a letter to investors. "He has, however, been generous with me. He has given me the opportunity to see Berkshire reach a point where I am more confident than ever about what lies ahead."
#chairman
12 days ago
Investors are largely in agreement that most of Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) stock holdings are solid picks. Every now and then, though, one of its selections raises a few eyebrows.
That's what happened when Berkshire bought 3 million shares of department store chain Macy's (NYSE: M) in the first quarter of this year. Most people appreciate that the struggling company owns a real estate portfolio that may well be worth more than the organization's current market cap of just under $6 billion. To unlock that value, however, the company would need to take on the expensive -- and business-destructive -- headache of winding down at least some of its existing retailing operations, perhaps undermining the value of that real estate in the process.
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 »
But maybe Berkshire Hathaway isn't looking at what's since grown to a 7.4 million share/$162 million stake in Macy's as a real estate bet after all. It could be a legitimate turnaround play.
This premise could be difficult to digest given the so-called retail apocalypse that's been underway since the advent of e-commerce. And, anyone who's been keeping close tabs on the brick-and-mortar retailing industry's struggle probably knows that department store chains' revenue peaked in the early 2000s, and has been dwindling ever since.
#real
That's what happened when Berkshire bought 3 million shares of department store chain Macy's (NYSE: M) in the first quarter of this year. Most people appreciate that the struggling company owns a real estate portfolio that may well be worth more than the organization's current market cap of just under $6 billion. To unlock that value, however, the company would need to take on the expensive -- and business-destructive -- headache of winding down at least some of its existing retailing operations, perhaps undermining the value of that real estate in the process.
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 »
But maybe Berkshire Hathaway isn't looking at what's since grown to a 7.4 million share/$162 million stake in Macy's as a real estate bet after all. It could be a legitimate turnaround play.
This premise could be difficult to digest given the so-called retail apocalypse that's been underway since the advent of e-commerce. And, anyone who's been keeping close tabs on the brick-and-mortar retailing industry's struggle probably knows that department store chains' revenue peaked in the early 2000s, and has been dwindling ever since.
#real
12 days ago
On September 18, Prudential Financial (NYSE:PRU) announced it will sell every share it holds in Alexforbes, a company listed on the Johannesburg Stock Exchange. Two buyers are splitting the stake. Alexforbes will repurchase roughly 372.8 million shares itself, and ARC AF Holdings will take about 74.1 million more. The package is worth about $185 million, a small number for a company managing $1.642 trillion. But the message matters more than the money. A plan Prudential laid out in August is now turning into signed agreements.
The logic is easy to follow. Prudential wants to operate in fewer places and put its money, people and attention where it thinks it can win for years. Andy Sullivan, the chief executive, says the aim is to lean harder on ***** et management, retirement and protection, and get those units working together more closely. David Legher, who leads emerging markets, called Alexforbes a successful investment, so this reads as a planned exit rather than a retreat from a problem.
The core business is giving management room to be choosy. On August 4, Prudential reported second-quarter net income of $985 million, up from $533 million a year earlier. That happened even though a charge from the yearly ***** umption update grew to $299 million from $134 million, so the underlying engine ran strong enough to absorb a bigger hit. The company also returned $743 million to shareholders in the quarter and held $4.2 billion in highly liquid ***** ets at the parent level. That does not look like a seller in a hurry.
Start with what has not happened yet. The deals are expected to close in the first half of 2027, and they still need Alexforbes shareholders to approve the buyback, along with regulatory sign-off. Until then, $185 million is an agreed price, not cash in the bank. Prudential also said New Veld's involvement continues before completion, so the company stays tied to the ***** et for now.
Then there is the size. Set against those trillions in ***** ets, this sale will not move results either way. Its value is strategic, and strategy takes years to judge. Prudential is giving up a foothold in a partnership it called important, and its remaining businesses have their own snags. Sales in Prudential of ***** an are suspended, and management said that weighed on international results even as earnings held up.
#august #money
The logic is easy to follow. Prudential wants to operate in fewer places and put its money, people and attention where it thinks it can win for years. Andy Sullivan, the chief executive, says the aim is to lean harder on ***** et management, retirement and protection, and get those units working together more closely. David Legher, who leads emerging markets, called Alexforbes a successful investment, so this reads as a planned exit rather than a retreat from a problem.
The core business is giving management room to be choosy. On August 4, Prudential reported second-quarter net income of $985 million, up from $533 million a year earlier. That happened even though a charge from the yearly ***** umption update grew to $299 million from $134 million, so the underlying engine ran strong enough to absorb a bigger hit. The company also returned $743 million to shareholders in the quarter and held $4.2 billion in highly liquid ***** ets at the parent level. That does not look like a seller in a hurry.
Start with what has not happened yet. The deals are expected to close in the first half of 2027, and they still need Alexforbes shareholders to approve the buyback, along with regulatory sign-off. Until then, $185 million is an agreed price, not cash in the bank. Prudential also said New Veld's involvement continues before completion, so the company stays tied to the ***** et for now.
Then there is the size. Set against those trillions in ***** ets, this sale will not move results either way. Its value is strategic, and strategy takes years to judge. Prudential is giving up a foothold in a partnership it called important, and its remaining businesses have their own snags. Sales in Prudential of ***** an are suspended, and management said that weighed on international results even as earnings held up.
#august #money
13 days ago
Celsius Holdings (NASDAQ: CELH) has had a rough year. The energy drink brand has plunged by almost 40% this year, but key insiders have been buying the dip. Celsius' CEO and two of its directors have poured almost $2 million into the stock this month.
When insiders buy the stock, it's often a good sign. The people with the most knowledge about the company are building their positions, but that hasn't always worked out for investors. Here's what you should know before joining Celsius' executives with their recent buys.
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 »
Although it's good to see executives put their skin in the game, it doesn't always translate into a higher stock price. For instance, Nike CEO Elliott Hill bought more than $2 million worth of Nike shares on April 13. Former Apple CEO Tim Cook made a similar investment in the beleaguered athletic apparel brand at the same time.
Nike shares have dropped by more than 15% since Hill invested more money. The athletic brand pitches itself as a "growth company" on its investor relations site, even though sales dropped 1% year over year in the fourth quarter of fiscal 2026.
#celsius #almost
When insiders buy the stock, it's often a good sign. The people with the most knowledge about the company are building their positions, but that hasn't always worked out for investors. Here's what you should know before joining Celsius' executives with their recent buys.
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 »
Although it's good to see executives put their skin in the game, it doesn't always translate into a higher stock price. For instance, Nike CEO Elliott Hill bought more than $2 million worth of Nike shares on April 13. Former Apple CEO Tim Cook made a similar investment in the beleaguered athletic apparel brand at the same time.
Nike shares have dropped by more than 15% since Hill invested more money. The athletic brand pitches itself as a "growth company" on its investor relations site, even though sales dropped 1% year over year in the fourth quarter of fiscal 2026.
#celsius #almost
13 days ago
The Federal Reserve raised interest rates for the first time since July 2023 on Wednesday, and the S&P 500 (SNPINDEX: ^GSPC) immediately dropped. It rose again before the day was over, but it's been steadily declining over the past month since hitting a high in mid-August.
There are a number of reasons for the fall, and part of that has been the anticipation of rate hikes. The Fed's decision has a lot to do with the other reasons, including high inflation and rising oil prices, and none of these spell enthusiasm for the market. Here's how the inflation outlook and accompanying interest rates signal a warning for investors.
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 simple version is that rising oil prices increase production costs, leading to higher consumer prices. The artificial intelligence (AI) buildout is contributing as well; memory prices are skyrocketing as hyperscalers have an insatiable demand for scarce memory products, and Apple, for example, said it's going to raise some prices.
As inflation surges and prices go up, it's harder for shoppers to keep spending. The worry is that lower consumer spending will lead to sagging sales for many companies, and the market is pricing that in as the inflation outlook persists.
#inflation #since #high #market
There are a number of reasons for the fall, and part of that has been the anticipation of rate hikes. The Fed's decision has a lot to do with the other reasons, including high inflation and rising oil prices, and none of these spell enthusiasm for the market. Here's how the inflation outlook and accompanying interest rates signal a warning for investors.
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 simple version is that rising oil prices increase production costs, leading to higher consumer prices. The artificial intelligence (AI) buildout is contributing as well; memory prices are skyrocketing as hyperscalers have an insatiable demand for scarce memory products, and Apple, for example, said it's going to raise some prices.
As inflation surges and prices go up, it's harder for shoppers to keep spending. The worry is that lower consumer spending will lead to sagging sales for many companies, and the market is pricing that in as the inflation outlook persists.
#inflation #since #high #market
13 days ago
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest companies in the world. Nvidia holds the top spot, sitting at a $5.3 trillion valuation. Micron currently sits at 13th place worldwide, with a $1.1 trillion valuation. These companies are also two of the biggest beneficiaries of the artificial intelligence (AI) build-out, and with that expected to ramp up again in 2027, these two are in a prime position to benefit.
But which stock stands to benefit more? Let's take a look at these two and see which stock makes the most sense for your investment dollars.
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 »
Nvidia and Micron are partners in the AI arms race. Micron makes memory chips, including DRAM memory that's utilized inside Nvidia GPUs. Micron's DRAM chips are also utilized in several other competitors' products, and demand for these products continues to rise.
Nvidia forecasts that the big five AI hyperscalers will spend nearly $800 billion on data center capital expenditures during 2026. Next year, that figure is projected to rise to $1.3 trillion. That's a lot of GPUs from Nvidia, filled with memory chips from Micron. There is huge demand for each company's product, but there is a stark difference in the long-term demand curve for each.
#memory #demand #gpus
But which stock stands to benefit more? Let's take a look at these two and see which stock makes the most sense for your investment dollars.
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 »
Nvidia and Micron are partners in the AI arms race. Micron makes memory chips, including DRAM memory that's utilized inside Nvidia GPUs. Micron's DRAM chips are also utilized in several other competitors' products, and demand for these products continues to rise.
Nvidia forecasts that the big five AI hyperscalers will spend nearly $800 billion on data center capital expenditures during 2026. Next year, that figure is projected to rise to $1.3 trillion. That's a lot of GPUs from Nvidia, filled with memory chips from Micron. There is huge demand for each company's product, but there is a stark difference in the long-term demand curve for each.
#memory #demand #gpus
