1 day ago
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren discuss:
Nvidia's potential acquisition of Hugging Face.
Hugging Face's new robot: Microduck.
What is an investment thesis?
Things that break an investment thesis.
#thesis #matt
Nvidia's potential acquisition of Hugging Face.
Hugging Face's new robot: Microduck.
What is an investment thesis?
Things that break an investment thesis.
#thesis #matt
3 days ago
On September 10, a caller outlined a detailed financial thesis showing Micron Technology, Inc. (NASDAQ:MU) reaching $1,400 and asked whether the **** ysis held water. In response, Mad Money host Jim Cramer said:
I mean, that's a remarkable **** ysis. It's spot on in every single number. Every single thing you said is true, which is why my Charitable Trust owns it, and why we are buying it aggressively. And by the way, can I just say if you listen to what… [the caller] said, he put some money away. He was fortunate enough to have money, which I know not everybody can have, but he had money. He put it in an individual stock. Now, if he put it in an index fund, he'd make some money, but he got really rich. And part of my job is not just to get you rich, but to hopefully get you really rich.
Micron Technology, Inc. (NASDAQ:MU) stands as one of three primary global manufacturers of dynamic random-access memory (DRAM) and NAND flash memory, positioning it at the center of the ongoing expansion in artificial intelligence infrastructure. Because advanced AI workloads require significantly higher memory bandwidth, demand has surged for Micron's High-Bandwidth Memory (HBM3E) architecture, which is integrated directly into top-tier AI graphics processors and data center accelerators. With memory production capacity for advanced AI chips remaining constrained industry-wide, Micron has secured long-term purchase agreements that cover its HBM output through 2026 and into 2027, providing visibility into top-line revenue growth.
Driven by accelerated AI server adoption and broader pricing recovery across traditional DRAM and NAND markets, it reported extraordinary growth in fiscal Q3. Revenue surged to $41.46 billion, more than quadrupling the $9.30 billion generated in the same period last year and stepping up sharply from $23.86 billion in the prior quarter. The company demonstrated exceptional operating leverage during the period, posting GAAP net income of $28.24 billion ($24.67 per diluted share) and non-GAAP net income of $28.86 billion ($25.11 per diluted share). Operating cash flow also scaled quickly, reaching $25.39 billion compared to $11.90 billion in the prior quarter and $4.61 billion in the prior-year period.
Despite its strong position in the AI supply chain, Micron Technology, Inc. (NASDAQ:MU) operates in a historically cyclical memory industry with some operational and market risks. Memory chip pricing remains sensitive to industry-wide supply-and-demand imbalances, where oversupply can rapidly compress profit margins during broader downturns in consumer electronics demand or corporate IT spending.
#billion #memory #NASDAQ #industry
I mean, that's a remarkable **** ysis. It's spot on in every single number. Every single thing you said is true, which is why my Charitable Trust owns it, and why we are buying it aggressively. And by the way, can I just say if you listen to what… [the caller] said, he put some money away. He was fortunate enough to have money, which I know not everybody can have, but he had money. He put it in an individual stock. Now, if he put it in an index fund, he'd make some money, but he got really rich. And part of my job is not just to get you rich, but to hopefully get you really rich.
Micron Technology, Inc. (NASDAQ:MU) stands as one of three primary global manufacturers of dynamic random-access memory (DRAM) and NAND flash memory, positioning it at the center of the ongoing expansion in artificial intelligence infrastructure. Because advanced AI workloads require significantly higher memory bandwidth, demand has surged for Micron's High-Bandwidth Memory (HBM3E) architecture, which is integrated directly into top-tier AI graphics processors and data center accelerators. With memory production capacity for advanced AI chips remaining constrained industry-wide, Micron has secured long-term purchase agreements that cover its HBM output through 2026 and into 2027, providing visibility into top-line revenue growth.
Driven by accelerated AI server adoption and broader pricing recovery across traditional DRAM and NAND markets, it reported extraordinary growth in fiscal Q3. Revenue surged to $41.46 billion, more than quadrupling the $9.30 billion generated in the same period last year and stepping up sharply from $23.86 billion in the prior quarter. The company demonstrated exceptional operating leverage during the period, posting GAAP net income of $28.24 billion ($24.67 per diluted share) and non-GAAP net income of $28.86 billion ($25.11 per diluted share). Operating cash flow also scaled quickly, reaching $25.39 billion compared to $11.90 billion in the prior quarter and $4.61 billion in the prior-year period.
Despite its strong position in the AI supply chain, Micron Technology, Inc. (NASDAQ:MU) operates in a historically cyclical memory industry with some operational and market risks. Memory chip pricing remains sensitive to industry-wide supply-and-demand imbalances, where oversupply can rapidly compress profit margins during broader downturns in consumer electronics demand or corporate IT spending.
#billion #memory #NASDAQ #industry
15 days ago
Federal Reserve Chair Kevin Warsh’s concern about rising prices won’t be ***** uaged by new central bank data released on Wednesday.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
There’s no “fundamental justification” for the stock market bounce today.
#company
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
There’s no “fundamental justification” for the stock market bounce today.
#company
16 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: The Wells Fargo Active Cash hits the right notes on multiple fronts, including no annual fee, a straightforward rewards rate, and multiple intro APR offers. This can easily be the one card you carry in your wallet if you like to travel light.
Why we like it: The Wells Fargo Reflect provides multiple long introductory APR offers, giving you the opportunity to finance an upcoming large purchase or help pay down debt without worrying about interest during the offer period. It doesn't provide many other benefits, but that's okay because its main focus is on the 0% intro APR offers.
#wells #intro #active
Why we like it: The Wells Fargo Active Cash hits the right notes on multiple fronts, including no annual fee, a straightforward rewards rate, and multiple intro APR offers. This can easily be the one card you carry in your wallet if you like to travel light.
Why we like it: The Wells Fargo Reflect provides multiple long introductory APR offers, giving you the opportunity to finance an upcoming large purchase or help pay down debt without worrying about interest during the offer period. It doesn't provide many other benefits, but that's okay because its main focus is on the 0% intro APR offers.
#wells #intro #active
25 days ago
Editor's Note: The story has been refreshed with the latest market price action and a revised headline.
Nvidia Corp (NASDAQ:NVDA) is making an aggressive push into AI models, striking a multibillion-dollar deal with Poolside to develop a powerful open-weight system aimed at rivals including OpenAI, Anthropic, DeepSeek and Kimi.
Nvidia will pay $6 billion to license Poolside's AI technology and invest another $1 billion in the startup at a $12 billion pre-money valuation, according to The Wall Street Journal.
More than 100 Poolside employees, including engineers, are also expected to join Nvidia and work on its Nemotron open-weight AI project.
Poolside said its Nvidia deal aims to advance AGI as an open technology rather than one "controlled by few," according to a shareholder letter reviewed by the publication.
#including #technology
Nvidia Corp (NASDAQ:NVDA) is making an aggressive push into AI models, striking a multibillion-dollar deal with Poolside to develop a powerful open-weight system aimed at rivals including OpenAI, Anthropic, DeepSeek and Kimi.
Nvidia will pay $6 billion to license Poolside's AI technology and invest another $1 billion in the startup at a $12 billion pre-money valuation, according to The Wall Street Journal.
More than 100 Poolside employees, including engineers, are also expected to join Nvidia and work on its Nemotron open-weight AI project.
Poolside said its Nvidia deal aims to advance AGI as an open technology rather than one "controlled by few," according to a shareholder letter reviewed by the publication.
#including #technology
30 days ago
Bitcoin (CRYPTO: BTC) is soaring today, up 5.5% as of 3:07 p.m. ET on Aug. 19, 2026, as President Donald Trump and crypto-industry executives meet at the White House.
The S&P 500 and Nasdaq Composite were up 0.3% and 0.2%, respectively, on Wednesday.
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 »
Trump is meeting crypto executives at the White House on Wednesday afternoon. The group, which features executives from Coinbase Global, Payward, and Blockchain.com, will also meet with key regulators and White House staff, including Securities and Exchange Commission (SEC) Chair Paul Atkins, Commodity Futures Trading Commission (CFTC) Chair Mike Selig, and White House crypto advisor Patrick Witt.
Investors are hoping the meeting will lead to movement from Congress. The Clarity Act, which would provide a legal framework for the crypto market, is stalled in the Senate. Whether that comes to pass is very much an open question.
#Crypto #signal #wednesday #chair
The S&P 500 and Nasdaq Composite were up 0.3% and 0.2%, respectively, on Wednesday.
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 »
Trump is meeting crypto executives at the White House on Wednesday afternoon. The group, which features executives from Coinbase Global, Payward, and Blockchain.com, will also meet with key regulators and White House staff, including Securities and Exchange Commission (SEC) Chair Paul Atkins, Commodity Futures Trading Commission (CFTC) Chair Mike Selig, and White House crypto advisor Patrick Witt.
Investors are hoping the meeting will lead to movement from Congress. The Clarity Act, which would provide a legal framework for the crypto market, is stalled in the Senate. Whether that comes to pass is very much an open question.
#Crypto #signal #wednesday #chair
1 month ago
Aggressive growth investors understand that to substantially increase their portfolio's growth prospects, they typically must accept greater risk and volatility. As the saying goes, there's no such thing as a free lunch.
The trick is to find the best balance between upside potential and added risk. NuScale Power (NYSE: SMR), a popular nuclear energy stock, could strike the ideal balance. The company is pursuing a multi-trillion-dollar growth opportunity and yet trades at a market cap of just $3.5 billion.
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 »
There are reasons for NuScale's discounted valuation. But, that sizable discount may shrink substantially later this year if the company reports positive progress on one critical growth catalyst.
If you're looking to maximize the growth potential of your portfolio, this could be your chance.
#risk #Potential
The trick is to find the best balance between upside potential and added risk. NuScale Power (NYSE: SMR), a popular nuclear energy stock, could strike the ideal balance. The company is pursuing a multi-trillion-dollar growth opportunity and yet trades at a market cap of just $3.5 billion.
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 »
There are reasons for NuScale's discounted valuation. But, that sizable discount may shrink substantially later this year if the company reports positive progress on one critical growth catalyst.
If you're looking to maximize the growth potential of your portfolio, this could be your chance.
#risk #Potential
1 month ago
Pfizer has upgraded the bottom-end of its full-year (FY) revenue outlook by $500m as performance from the drugmaker's lead products more than compensated for weaker Covid-19-related sales.
Pfizer now expects 2026 revenue to land between $60.5bn and $62.5bn, up from the $59.5bn to $62.5bn range it previously forecast.
According to the big pharma company, the revised outlook reflects a $1.5bn better-than-expected performance from its non-Covid products. Sales for Covid-19 products, which include antiviral Paxlovid and mRNA vaccine Comirnaty, are conversely expected to bring in $1bn less. The former's sales were down 95% in Q2, while the latter dropped 34%.
Pfizer emerged as a pharmaceutical powerhouse during the pandemic, but lower infection rates and narrower use cases mean its Covid-19 brands are impacting the company's bottom line.
Pfizer still recorded revenues of $15bn in Q2, up 3% from the same quarter in 2025, meaning its non-Covid products more than offset headwinds. This figure beat consensus estimates, as per Citi ******* ysts.
#covid #sales #bottom #performance
Pfizer now expects 2026 revenue to land between $60.5bn and $62.5bn, up from the $59.5bn to $62.5bn range it previously forecast.
According to the big pharma company, the revised outlook reflects a $1.5bn better-than-expected performance from its non-Covid products. Sales for Covid-19 products, which include antiviral Paxlovid and mRNA vaccine Comirnaty, are conversely expected to bring in $1bn less. The former's sales were down 95% in Q2, while the latter dropped 34%.
Pfizer emerged as a pharmaceutical powerhouse during the pandemic, but lower infection rates and narrower use cases mean its Covid-19 brands are impacting the company's bottom line.
Pfizer still recorded revenues of $15bn in Q2, up 3% from the same quarter in 2025, meaning its non-Covid products more than offset headwinds. This figure beat consensus estimates, as per Citi ******* ysts.
#covid #sales #bottom #performance
2 months 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 have been higher in the last few years. But where are rates headed in the next five years, and should you wait for mortgage rates to fall significantly before buying or refinancing? Mortgage interest rates are determined by several factors, all of which can give us clues about the future. Let's take a closer look at mortgage rate predictions over the next five years.
Here are the housing market predictions for 2026.
One of the most useful indicators for predicting mortgage rates is the yield on the 10-year U.S. Treasury note. Mortgage rates and 10-year Treasury yields typically move in the same direction, although mortgage rates are usually higher because lenders factor in additional risks. This difference between the two is known as the spread, and we'll account for that when estimating where mortgage rates could go.
With that in mind, the first step is to look at where economists believe Treasury yields are headed over the next five years. To build a forecast, we'll combine expert economic projections with data compiled using artificial intelligence.
#treasury #higher #look
Mortgage rates have been higher in the last few years. But where are rates headed in the next five years, and should you wait for mortgage rates to fall significantly before buying or refinancing? Mortgage interest rates are determined by several factors, all of which can give us clues about the future. Let's take a closer look at mortgage rate predictions over the next five years.
Here are the housing market predictions for 2026.
One of the most useful indicators for predicting mortgage rates is the yield on the 10-year U.S. Treasury note. Mortgage rates and 10-year Treasury yields typically move in the same direction, although mortgage rates are usually higher because lenders factor in additional risks. This difference between the two is known as the spread, and we'll account for that when estimating where mortgage rates could go.
With that in mind, the first step is to look at where economists believe Treasury yields are headed over the next five years. To build a forecast, we'll combine expert economic projections with data compiled using artificial intelligence.
#treasury #higher #look
