Key Points Coca-Cola's steady single-digit growth adds up over time. The global beverages market is massive and highly fragmented, allowing Coca-Cola to continue expanding its empire. Investors who buy, hold, and reinvest the dividends tend to do well over two or three decades. 10 stocks we like better than Coca-Cola › Some stocks are such good companies that it really does pay to keep things simp...
Key Points Coca-Cola's steady single-digit growth adds up over time. The global beverages market is massive and highly fragmented, allowing Coca-Cola to continue expanding its empire. Investors who buy, hold, and reinvest the dividends tend to do well over two or three decades. 10 stocks we like better than Coca-Cola › Some stocks are such good companies that it really does pay to keep things simple. In other words, some stocks are almost always worth buying when the share price dips and holding those shares indefinitely. Great companies tend to generate results that lead to long-term wealth creation for their shareholders. Take The Coca-Cola Company (NYSE: KO) for example. Not only is Coca-Cola one of Warren Buffett's favorite companies, but it also has a decades-long track record of raising its annual dividend to its investors. Holding Coca-Cola stock and reinvesting the dividends it pays has worked out quite well for investors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Today, the stock is down about 10% from its high. Here is why Coca-Cola is likely to continue rewarding those who buy and hold this legendary dividend stock. Dominance in a fragmented market You are probably familiar with Coca-Cola. The soda is world-famous, as is the company named after it. The Coca-Cola Company is a global beverage juggernaut. It sells over 2.2 billion beverage servings daily in more than 200 countries and territories, offering an extensive portfolio of over 200 brands of soda, juice, water, tea, coffee, and more. The global beverage market is colossal, but it's also highly fragmented. Despite Coca-Cola's massive size, the company estimates that it holds only 14% of the market share in developed countries and 7% in emerging markets. Coca-Cola enjoys significant competitive advantages in such a highly fragmented market, including unmatched prowess in dist...
Even by the Six Nations’ usual standards this has been a remarkable tournament. And to the list of stunning outcomes can now be added the biggest result in the history of Italian rugby. For the first time in 33 attempts they have beaten England at rugby union and no one could possibly claim the boys in blue did not deserve their long-awaited special day. Entering the final half hour it had seemed ...
Even by the Six Nations’ usual standards this has been a remarkable tournament. And to the list of stunning outcomes can now be added the biggest result in the history of Italian rugby. For the first time in 33 attempts they have beaten England at rugby union and no one could possibly claim the boys in blue did not deserve their long-awaited special day. Entering the final half hour it had seemed as though England might just leave Rome with their dignity intact. Instead, not for the first time in this championship, they were the architects of their own downfall with the momentum of the game swinging decisively after two visiting forwards, including captain Maro Itoje, were sent to the sin-bin simultaneously. Italy, 18-10 down at one stage, sensed their chance and struck the decisive blow in the 71st minute when the replacement Leonardo Marin dived over to finish a stunning counterattack try set up by forceful running from Monty Ioane and Tommaso Menoncello, who had earlier scored a fabulous solo try of his own. Not surprisingly the roar at the final whistle could have been heard in the Alps. Precise translations of the home chants were not immediately available but it was not hard to imagine something along the lines of “Jonny Wilkinson, Martin Johnson, David Beckham, Jamie Oliver; your boys took one hell of a beating …” It all felt light years away from the days when Italy were losing 36 Six Nations games in a row, a seven-year streak that only ended in 2022. Their head coach, Gonzalo Quesada, has done a spectacularly good job since he took over two years ago and here was the definitive proof. View image in fullscreen Leonardo Marin is congratulated after touching down his vital try. Photograph: David Rogers/Getty Images What to say about England? They will assuredly be hurting as they head to Paris, via a short training camp in Verona, for next week’s final round. At least they scored a couple of well-taken first-half tries through Tommy Freeman and Tom Roebuck bu...
New CEO Greg Abel just delivered his first annual letter to Berkshire Hathaway's (BRKA 0.34%)(BRKB 0.27%) shareholders, a tradition that former CEO Warren Buffett carried out for the past six decades. The letter was 18 pages and provided a ton of details on how Abel plans to run the company, a detailed overview of all of Berkshire's operating businesses, and, of course, comments on Berkshire's mas...
New CEO Greg Abel just delivered his first annual letter to Berkshire Hathaway's (BRKA 0.34%)(BRKB 0.27%) shareholders, a tradition that former CEO Warren Buffett carried out for the past six decades. The letter was 18 pages and provided a ton of details on how Abel plans to run the company, a detailed overview of all of Berkshire's operating businesses, and, of course, comments on Berkshire's massive, roughly $318 billion equities portfolio. Interestingly, Abel called out four stocks that Berkshire owns, which together account for a large portion of the portfolio. These are "businesses we understand well, have a high regard for their leaders, and expect will compound over decades." Abel also said he expects "limited activity in these holdings," providing big clues about Berkshire's investment strategy that Buffett rarely did. Here are the four stocks Abel referenced that he expects to compound for decades. Apple -- 18.9% of portfolio The iconic consumer tech giant Apple (AAPL 0.96%) has long been the largest position in Berkshire's portfolio, at one point accounting for 40% of it. Buffett reportedly got interested in the company, which Berkshire first bought in 2016, when Buffett saw how distraught his friend became when he thought he'd lost his iPhone. Expand NASDAQ : AAPL Apple Today's Change ( -0.96 %) $ -2.49 Current Price $ 257.80 Key Data Points Market Cap $3.8T Day's Range $ 254.43 - $ 258.76 52wk Range $ 169.21 - $ 288.62 Volume 1.8M Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.40 % Still, some might have been a bit surprised to see Abel include Apple on this list, since Berkshire has trimmed its stake in Apple by about 75% in recent years. As Buffett has said in the past, Berkshire usually does not trim positions, but will eventually sell the entire stake once it starts selling. Apple could be a unique case, given how large the position has become and how well large tech and artificial intelligence stocks have performed in recent years. At the time, B...
The six men, aged from 20 to 49, were arrested at the same location in Harrow on suspicion of assisting an offender. One was also arrested on suspicion of assaulting a police officer.
The six men, aged from 20 to 49, were arrested at the same location in Harrow on suspicion of assisting an offender. One was also arrested on suspicion of assaulting a police officer.
A bombing at a nightclub in Peru has injured 33 people, including minors, authorities said Saturday. The explosion happened in the pre-dawn hours at the Dalí nightclub in the province of Trujillo along Peru’s northern coast, according to a statement from the local emergency operations center. It’s a region that has recently been plagued by violence and crime. It wasn’t immediately clear who was re...
A bombing at a nightclub in Peru has injured 33 people, including minors, authorities said Saturday. The explosion happened in the pre-dawn hours at the Dalí nightclub in the province of Trujillo along Peru’s northern coast, according to a statement from the local emergency operations center. It’s a region that has recently been plagued by violence and crime. It wasn’t immediately clear who was responsible and a motive wasn’t immediately known. At least five of the injured people were in serious condition, according to Gerardo Florián Gómez, the executive director of the Trujillo Health Network. Some of the victims suffered amputations and shrapnel wounds and were undergoing surgery, he told reporters. Among the injured were three minors aged 16 and 17, Florián Gómez said. Fiorella Mantilla, who was at the nightclub when the blast took place, told reporters that she had glass embedded in her legs and recalled that “it sounded as if the sound system had suddenly been turned off”. In a witness video published by local newspaper La República, some people in the club yelled: “Bomb!” and then: “Let’s go!” following the explosion. A person who filmed the scene then focused on a woman lying on the floor and said: “Help the girl!” The explosion took place less than a month after another blast in the same city that damaged 25 homes but caused no injuries or fatalities. Extortion and illegal mining plague the La Libertad region, whose Andean portion is home to the largest gold-producing area in Peru. In 2025, the region experienced 286 explosions, 136 of which occurred in the city of Trujillo, according to official figures. The expansion of organized criminal groups has led to an increase in related crimes such as extortion.
Oscar nominee Timothee Chalamet is the front runner to take home the golden statuette for Marty Supreme – but he definitely has not won fans in the ballet and opera worlds. In a town hall discussion late last month with Oscar winner Matthew McConaughey hosted by CNN and Variety, the 30-year-old Chalamet was discussing the future of movie theatres and whether the advent of streaming will spell doom...
Oscar nominee Timothee Chalamet is the front runner to take home the golden statuette for Marty Supreme – but he definitely has not won fans in the ballet and opera worlds. In a town hall discussion late last month with Oscar winner Matthew McConaughey hosted by CNN and Variety, the 30-year-old Chalamet was discussing the future of movie theatres and whether the advent of streaming will spell doom for cinemas. “If people want to see it – like Barbie, like Oppenheimer – they’re going to go see it and go out of their way to be loud and proud about it,” Chalamet said. Advertisement “And I don’t want to be working in ballet or opera or things where it’s like, ‘Hey, keep this thing alive, even though like no one cares about this any more.’ All respect to the ballet and opera people out there,” he added to laughs from the audience. “I just took shots for no reason.” Timothee Chalamet appears in a scene from “Marty Supreme”. Photo: A24 via AP The world’s opera and ballet companies were not entertained.
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap utility companies with market capitaliza...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap utility companies with market capitalizations between $2B and $10B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged behind. Top-quant rated stocks: Central Puerto ( CEPU ), Quant Rating: 4.81, Strong Buy . New Jersey Resources ( NJR ), Quant Rating: 4.68, Strong Buy . Northwest Natural ( NWN ), Quant Rating: 4.48, Buy . ONE Gas ( OGS ), Quant Rating: 4.39, Buy . Portland General Electric ( POR ), Quant Rating: 3.94. Buy . Bottom quant rated stocks: Pampa Energia ( PAM ), Quant Rating: 2.19, Sell . Chesapeake Utilities ( CPK ), Quant Rating: 2.24, Sell . TransAlta ( TAC ), Quant Rating: 2.24, Sell . Ormat Technologies ( ORA ), Quant Rating: 2.27, Sell . UGI Corp ( UGI ), Quant Rating: 2.28, Sell . More on State Street Utilities Select Sector SPDR ETF Endangerment Finding And The XLU Market Sector Review: Extreme Market Bifurcation XLU: Why Did It Top Last October? Most and least shorted utilities stocks with up to $2B market cap OTTR, HE draw highest short interest in utilities sector; BIP and RNW see lowest short interest
David Barnett has learned a lot since first launching PopSockets more than a decade ago. As the tale goes, the former philosophy professor was looking for an easy way to hold his headphones and went on to create one of the most viral phone accessories of all time: A device that grips to the back of the phone and can be used as a kickstand or a handle — better known as the PopSocket. Barnett sat do...
David Barnett has learned a lot since first launching PopSockets more than a decade ago. As the tale goes, the former philosophy professor was looking for an easy way to hold his headphones and went on to create one of the most viral phone accessories of all time: A device that grips to the back of the phone and can be used as a kickstand or a handle — better known as the PopSocket. Barnett sat down with Equity this week to talk about his journey building this company from his garage, why he decided to never take on traditional venture capital funding, and some of the lessons he’s learned while scaling the business. “I was a philosophy professor, so I had no experience with manufacturing,” he recalled, adding that he also lacked experience in business, tax, accounting, and finance. “I burned through a lot of money with no revenue,” he continued, adding that he had “wave after wave of manufacturing defects” during the early days. Still, he managed along and was able to land in a local toy store where he would often stop by to watch how customers interacted with his brand. “The sales were quite slow,” he said. He adjusted the Popsocket a bit, and that’s when everything started to take off. “That was the point where I thought, ‘Okay, this could work in retail.” From there, he spoke about the hits and misses of entering retail (including a dispute he had with Amazon that briefly caused him to pull his product from the website). He spoke about adapting the product even more, protecting intellectual property, and when he knew it was time to step down as CEO and let someone else take the reins. “The greatest lesson I’ve learned is that it’s all about the people,” he said, adding that he was looking for this trait in his successor. “I think that’s the most important skill one can have as a leader.”
兩會｜馬逢國總結丁薛祥講話：做好「十五五」規劃對接 支持特區政府依法施政 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國人大香港團連續第二日開會審議政府草案。 會議在人民大會堂香港廳舉行，審議《生態環境法典》...
兩會｜馬逢國總結丁薛祥講話：做好「十五五」規劃對接 支持特區政府依法施政 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國人大香港團連續第二日開會審議政府草案。 會議在人民大會堂香港廳舉行，審議《生態環境法典》草案，中聯辦主任周霽參與。團長馬逢國在討論開始前再總結副總理丁薛祥昨日在香港團會上的講話，提到他對人大代表有五點看法，包括要旗幟鮮明維護國家安全，支持行政長官及特區政府推進重大項目，為「十五五」規劃做好對接。 全國人大代表馬逢國：「做好國家的『十五五』規劃對接，希望我們代表能夠積極支持特區政府加強對接經濟社會發展中的長期規劃，這是第一點。第二點就是希望我們代表能夠帶頭維護行政長官和特區政府的權威，支持特區政府依法施政，不斷提升治理效能。」
Swinney would 'consider' US military plane ban from Prestwick Airport The first minister says he wants clarity from the UK government about whether the planes were involved in the US-Israeli action in the Middle East.
Swinney would 'consider' US military plane ban from Prestwick Airport The first minister says he wants clarity from the UK government about whether the planes were involved in the US-Israeli action in the Middle East.
The surprise offer by the president of Iran, Masoud Pezeshkian, to not attack countries in the neighbourhood so long as their airspace and US bases within their territories are not used to attack Iran has provoked a storm inside the country as the military appeared to contradict him, if not outright overrule him. There were also calls for a new supreme leader to be installed as quickly as possible...
The surprise offer by the president of Iran, Masoud Pezeshkian, to not attack countries in the neighbourhood so long as their airspace and US bases within their territories are not used to attack Iran has provoked a storm inside the country as the military appeared to contradict him, if not outright overrule him. There were also calls for a new supreme leader to be installed as quickly as possible, as a means of marginalising the president. Attacks on facilities in Bahrain and elsewhere have continued, and there were unconfirmed reports that Bahrain had become the first Gulf country to fire back at Iran. Abbas Araghchi, the Iranian foreign minister, seemed as focused on the likelihood of escalation, rather then de-escalation. “The US had committed a blatant and desperate crime by attacking a freshwater desalination plant on Qeshm Island. Water supply in 30 villages has been impacted. Attacking Iran’s infrastructure is a dangerous move with grave consequences. The US set this precedent, not Iran.” There are as many as 400 water desalination plants across the Gulf, and if they come to be viewed as legitimate targets, a drinking water crisis of unimaginable proportions could face the region within days. The backlash over Pezeshkian’s offer was made worse by his including an apology to the region on behalf of himself and the nation in his pre-recorded address on state TV. He also implied that after the US attack on its top command, rudderless armed forces may have been forced to make targeting decisions on their own. He suggested they had fired at will. Pezeshkian’s position was not helped by president Trump characterising his offer as a surrender, describing it as the first time Iran had been forced to admit defeat to its regional rivals in a thousand years. Pezeshkian had specifically said those seeking Iran’s surrender would take that wish to their grave. But Pezeshkian, not always the clearest communicator and not always empowered to make decisions, insisted his off...
As Warren Buffett approached the end of his tenure as CEO of Berkshire Hathaway (BRKA 0.39%) (BRKB 0.27%), he went on a selling streak unlike any in history. He sold more stock than he bought in each of the last 13 quarters of his time in charge of Berkshire's massive marketable equity portfolio. That led to an astounding cash pile of $373 billion at the end of 2025. Buffett took the axe to some o...
As Warren Buffett approached the end of his tenure as CEO of Berkshire Hathaway (BRKA 0.39%) (BRKB 0.27%), he went on a selling streak unlike any in history. He sold more stock than he bought in each of the last 13 quarters of his time in charge of Berkshire's massive marketable equity portfolio. That led to an astounding cash pile of $373 billion at the end of 2025. Buffett took the axe to some of Berkshire's biggest positions, and last quarter was no different. He continued to trim its massive stake in Apple (AAPL 0.96%) and began selling Berkshire's Amazon (AMZN 2.62%) shares as well. Those sales totaled an estimated $4.5 billion. Meanwhile, Buffett started a new position in a company that's been around since the 1850s. Cutting a couple of longtime holdings Buffett invested over $30 billion in Apple between 2016 and 2018, making it one of his largest-ever investments. And boy, did it pay off. Berkshire's shares approached nearly $200 billion in value in 2023 prior to Buffett's decision to trim the position. At one point, the stock accounted for more than 50% of Berkshire's marketable equity portfolio. Even after selling more than three-quarters of its shares, the position is still worth about $60 billion today. Buffett has previously said he doesn't mind a high concentration of his highest-conviction stocks in a portfolio, a sentiment echoed by new CEO Greg Abel in his first letter to shareholders. While Buffett may have been comfortable with 50% of Berkshire's portfolio in a single stock, he probably wasn't as comfortable with the valuation of that stock. Apple's trailing P/E climbed from around 10 when Buffett first started buying the shares to about 29 when he first started selling shares in 2023 and 34 at the end of 2025. The valuation remains elevated, even on a forward-looking basis, with the stock trading for 31 times analysts' estimates for the next 12 months. Even after selling a huge chunk of Apple shares, the stock remains its largest marketable equity...
Key Points Buffett trimmed two of Berkshire's biggest tech investments last quarter. New CEO Greg Abel might or might not continue selling in 2026. Buffett's last new purchase as CEO fits in with two other long-term holdings. These 10 stocks could mint the next wave of millionaires › As Warren Buffett approached the end of his tenure as CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB), he went ...
Key Points Buffett trimmed two of Berkshire's biggest tech investments last quarter. New CEO Greg Abel might or might not continue selling in 2026. Buffett's last new purchase as CEO fits in with two other long-term holdings. These 10 stocks could mint the next wave of millionaires › As Warren Buffett approached the end of his tenure as CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB), he went on a selling streak unlike any in history. He sold more stock than he bought in each of the last 13 quarters of his time in charge of Berkshire's massive marketable equity portfolio. That led to an astounding cash pile of $373 billion at the end of 2025. Buffett took the axe to some of Berkshire's biggest positions, and last quarter was no different. He continued to trim its massive stake in Apple (NASDAQ: AAPL) and began selling Berkshire's Amazon (NASDAQ: AMZN) shares as well. Those sales totaled an estimated $4.5 billion. Meanwhile, Buffett started a new position in a company that's been around since the 1850s. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Cutting a couple of longtime holdings Buffett invested over $30 billion in Apple between 2016 and 2018, making it one of his largest-ever investments. And boy, did it pay off. Berkshire's shares approached nearly $200 billion in value in 2023 prior to Buffett's decision to trim the position. At one point, the stock accounted for more than 50% of Berkshire's marketable equity portfolio. Even after selling more than three-quarters of its shares, the position is still worth about $60 billion today. Buffett has previously said he doesn't mind a high concentration of his highest-conviction stocks in a portfolio, a sentiment echoed by new CEO Greg Abel in his first letter to shareholders. While Buffett may have been comfortable with 50% of Berkshire's po...
A plaque honoring police service on Jan. 6, 2021, at the Capitol on Saturday, March 7, 2026, in Washington, D.C. Allison Robbert | AP Photo Visitors to the Capitol will now have a visible reminder of the violent attack against the building on Jan. 6, 2021, and the officers who fought and were injured that day. Steps from the Capitol's West Front and where the worst of the fighting occurred, worker...
A plaque honoring police service on Jan. 6, 2021, at the Capitol on Saturday, March 7, 2026, in Washington, D.C. Allison Robbert | AP Photo Visitors to the Capitol will now have a visible reminder of the violent attack against the building on Jan. 6, 2021, and the officers who fought and were injured that day. Steps from the Capitol's West Front and where the worst of the fighting occurred, workers quietly have installed a plaque honoring the officers, three years after it was required by law to be erected. The plaque was placed on the Senate side of the hallway because the Senate voted unanimously in January to install it after House Speaker Mike Johnson, R-La., had delayed putting it up. "On behalf of a grateful Congress, this plaque honors the extraordinary individuals who bravely protected and defended this symbol of democracy on January 6, 2021," the plaque says. "Their heroism will never be forgotten." The Washington Post first reported the installation of the plaque, which was witnessed by a reporter about 4 a.m. EST Saturday. Sen. Thom Tillis, R-N.C., led the effort to install it as he commemorated the fifth anniversary of the attack and described his memories of hearing people break into the building. "We owe them eternal gratitude, and this nation is stronger because of them," he said of the officers who were overwhelmed by thousands of President Donald Trump's supporters and eventually pushed them out of the building. The mob of rioters who violently pushed past police and broke in were echoing Trump's false claims of a stolen election after the Republican was defeated by Democrat Joe Biden in the 2020 presidential election. The crowd stopped the congressional certification of Biden's victory for several hours, sent lawmakers running and vandalized the building before police regained control. More than 140 officers from the U.S. Capitol Police, the Metropolitan Police Department and other agencies were injured. The fight to have the plaque installed came ...
In a scenario that was nearly unthinkable as recently as last year, the State Street Consumer Staples Select Sector SPDR ETF (XLP +0.43%) is up some 13% year to date. In comparison, the equivalent technology exchange-traded fund (ETF) is saddled with about a 4.5% loss. That's great for investors who bought the consumer staples ETF late last year or in early 2026, but its credentials as a value fun...
In a scenario that was nearly unthinkable as recently as last year, the State Street Consumer Staples Select Sector SPDR ETF (XLP +0.43%) is up some 13% year to date. In comparison, the equivalent technology exchange-traded fund (ETF) is saddled with about a 4.5% loss. That's great for investors who bought the consumer staples ETF late last year or in early 2026, but its credentials as a value fund are debatable. Consider this: Costco Wholesale and Walmart, the ETF's two largest holdings, sport price-to-earnings ratios above Nvidia's. To be sure, that's an interesting, perhaps concerning factoid. It doesn't mean the consumer packaged goods sector is lacking value. Investors just need to know where to look, and they don't have to look far: Mondelez International (MDLZ +0.50%) offers not only value but also reliable income. That combination could make this a stock worth snacking on. Take a bite of this fundamental outlook Depending on an investor's perspective, the Triscuit maker is either in dubious or illustrious company, as it's one of just 13 S&P 500 consumer staples stocks yielding more than 3% that are also in the red over the past 12 months. To be precise, Mondelez is off 10.6% over that span, and to be fair, that period includes a lengthy stretch in which U.S. stocks were led higher by growth equities while the defensive staples sector faltered. Specific to Mondelez, which is considered a wide-moat name, the Oreo maker was hindered by market participants' affinity for more glamorous investment themes and lack of appreciation for this company's enviable brand portfolio. Those skeptics may have glossed over Mondelez's crucial investments in innovation, which are speeding up the timeline for bringing new and refreshed products to market. There's a silver lining. Not only is the stock considered undervalued by some analysts, but the company is pacing toward 4% organic sales growth on operating margins of 18%, which tops the five-year average of 16.5%, according to...
Key Points Nvidia's future is now almost completely dependent on data center customers. There is a possibility that data center construction will come in below estimates. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is largely viewed by investors as a graphics processing unit (GPU) stock. That is, the company primarily manufactures, markets, and sells GPUs: specialized electronic c...
Key Points Nvidia's future is now almost completely dependent on data center customers. There is a possibility that data center construction will come in below estimates. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is largely viewed by investors as a graphics processing unit (GPU) stock. That is, the company primarily manufactures, markets, and sells GPUs: specialized electronic circuits that make everything from modern gaming to image rendering possible. And while GPUs are critical components for a wide variety of industries, only one industry really matters for Nvidia and its investors right now: artificial intelligence (AI). Of course, Nvidia has been perhaps the most popular AI stock globally over the last few years. But as the number discussed below proves, this is no longer just a growth opportunity for the company. Nvidia's future will nearly completely rely on what happens to its AI infrastructure business. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » AI is now the only thing that matters for Nvidia investors Right now, the world is experiencing an unprecedented growth in data center construction. Data centers, at least for now, use a lot of energy. That's why we're also seeing sizable interest in new energy technologies like small modular nuclear reactors. But what data centers need just as much as energy are GPUs. Nvidia's GPUs are largely considered the best on the market. That's why data center and cloud infrastructure operators are scrambling to buy as many Nvidia chips as possible. Historically, Nvidia's GPU revenue has come from a variety of sources. But last quarter, $62.3 billion of its $68.1 billion in total revenue came from data center customers. And while these data centers also serve a variety of end markets, there's no doubt among experts as to what is ca...