Erik Isakson/DigitalVision via Getty Images Going into this earnings, I don't think the market is really interested in what Credo Technology ( CRDO ) has already done. That's all been well understood. They've already proven that they can grow revenue quickly, grow that revenue into profitability, and operate inside hyperscale AI infrastructure without any issues. All those boxes are checked. What'...
Erik Isakson/DigitalVision via Getty Images Going into this earnings, I don't think the market is really interested in what Credo Technology ( CRDO ) has already done. That's all been well understood. They've already proven that they can grow revenue quickly, grow that revenue into profitability, and operate inside hyperscale AI infrastructure without any issues. All those boxes are checked. What's different about this earnings is that Credo is now going from a growth discovery phase into a growth confirmation phase. That's a very subtle distinction, but it's an important one. In the discovery phase, any kind of beat is going to be very well rewarded. In the confirmation phase, the market is going to be asking how repeatable, predictable, and resilient that growth really is. The fact that the stock's been pulling back indicates that the market's not really discussing how Credo benefits from the AI phenomenon. There is rarely a perfect time to buy a stock like Credo, but after the recent pullback, risk and fundamentals are more aligned than they’ve been in months. Credo Didn’t Break, But Expectations Did The stock didn’t fall because Credo’s business is weaker. It fell because expectations got ahead of reality. Credo’s peak implied that +200% growth and ~50% net margins were always sustainable, never to be interrupted. When management reiterated that hyperscaler ramps are non-linear, the market took it as a sign of lumpiness risk, not structural strength. That’s a sentiment change, not a fundamentals change. Seeking Alpha And while the fundamentals are still very strong, as revenue grew by +272% YoY and +20% QoQ, and we expect another ~27% jump sequentially in Q3. Gross margins are near 68%, and net margins are near 48%. Those are unusually high for a hardware-adjacent infrastructure play. But having one customer account for ~42% of their revenue, even a minor blip becomes a major risk when the stock is priced for perfection. Data by YCharts In other words, the curre...
Roman Tiraspolsky Intel ( INTC ) potentially investing at least $100M into SambaNova Systems should help the semiconductor giant's artificial intelligence ambitions, Wedbush Securities said. “In our view, for a significant period of time SambaNova appeared to trail a number of its early AI silicon peers (Groq, etc.), but with AI demand continuing to lift,” analyst Matt Bryson wrote in a note to cl...
Roman Tiraspolsky Intel ( INTC ) potentially investing at least $100M into SambaNova Systems should help the semiconductor giant's artificial intelligence ambitions, Wedbush Securities said. “In our view, for a significant period of time SambaNova appeared to trail a number of its early AI silicon peers (Groq, etc.), but with AI demand continuing to lift,” analyst Matt Bryson wrote in a note to clients. “The value of AI design talent [is] increasing; and not all custom ASIC efforts progressing as planned (highlighting the inherent difficulties in designing and building an AI processor), it makes sense to us that SambaNova's perceived value is lifting.” In December, Nvidia ( NVDA ) entered into a non-exclusive licensing agreement with Groq, worth some $20B, for its inference technology. Last year, Intel had been close to acquiring SambaNova, and in December, a term sheet was signed between the two parties. However, talks between the two parties stalled, and SambaNova Systems is now evaluating raising up to $500M in financing. Intel CEO Lip Bu-Tan is the executive chairman of SambaNova, which makes a platform for inference computing. There are other ties between Intel and SambaNova, including an investment from Intel Capital. Japanese tech conglomerate SoftBank ( SFTBY ), which invested in Intel in August, has also invested in SambaNova, according to the company. Intel and SambaNova did not immediately respond to a request for comment from Seeking Alpha. More on Intel Intel Stock Could Be In For A Reckoning (Rating Downgrade) Intel Corporation (INTC) Presents at Second Annual AI Summit Transcript Intel's 18A Inflection Insider trades: Merck, Intel, Micron among notable names Tech Voices: Huang on AI CapEx, Goldman-Anthropic, China CPU delays
Roman Tiraspolsky Intel ( INTC ) potentially investing at least $100M into SambaNova Systems should help the semiconductor giant's artificial intelligence ambitions, Wedbush Securities said. “In our view, for a significant period of time SambaNova appeared to trail a number of its early AI silicon peers (Groq, etc.), but with AI demand continuing to lift,” analyst Matt Bryson wrote in a note to cl...
Roman Tiraspolsky Intel ( INTC ) potentially investing at least $100M into SambaNova Systems should help the semiconductor giant's artificial intelligence ambitions, Wedbush Securities said. “In our view, for a significant period of time SambaNova appeared to trail a number of its early AI silicon peers (Groq, etc.), but with AI demand continuing to lift,” analyst Matt Bryson wrote in a note to clients. “The value of AI design talent [is] increasing; and not all custom ASIC efforts progressing as planned (highlighting the inherent difficulties in designing and building an AI processor), it makes sense to us that SambaNova's perceived value is lifting.” In December, Nvidia ( NVDA ) entered into a non-exclusive licensing agreement with Groq, worth some $20B, for its inference technology. Last year, Intel had been close to acquiring SambaNova, and in December, a term sheet was signed between the two parties. However, talks between the two parties stalled, and SambaNova Systems is now evaluating raising up to $500M in financing. Intel CEO Lip Bu-Tan is the executive chairman of SambaNova, which makes a platform for inference computing. There are other ties between Intel and SambaNova, including an investment from Intel Capital. Japanese tech conglomerate SoftBank ( SFTBY ), which invested in Intel in August, has also invested in SambaNova, according to the company. Intel and SambaNova did not immediately respond to a request for comment from Seeking Alpha. More on Intel Intel Stock Could Be In For A Reckoning (Rating Downgrade) Intel Corporation (INTC) Presents at Second Annual AI Summit Transcript Intel's 18A Inflection Insider trades: Merck, Intel, Micron among notable names Tech Voices: Huang on AI CapEx, Goldman-Anthropic, China CPU delays
24K-Production/iStock via Getty Images Alexandria Real Estate ( ARE ) was my worst investment of 2025. When I first invested in this life science REIT ( VNQ ), it was considered to be a blue-chip company given that it owned Class A properties, had a BBB+ investment grade rating, and had a multi-decade track record of significant market outperformance. Alexandria Real Estate Yes, life science prope...
24K-Production/iStock via Getty Images Alexandria Real Estate ( ARE ) was my worst investment of 2025. When I first invested in this life science REIT ( VNQ ), it was considered to be a blue-chip company given that it owned Class A properties, had a BBB+ investment grade rating, and had a multi-decade track record of significant market outperformance. Alexandria Real Estate Yes, life science properties were oversupplied, and this was impacting their growth, but the demand was expected to catch up to the supply within a few years, likely resulting in a return to faster growth, and with that, an improving market sentiment and higher valuation. Unfortunately, that thesis got derailed in 2025 as the Trump administration came into office and went on to attack the life science industry with regular threats of price restrictions, significant tariffs, restrictive regulations, lower research funding, and much more. I have shared a separate article discussing this topic at length, but in short, it killed the demand for life science properties and made the oversupply issue much worse. What was expected to be a 2-year recovery play then turned into a much longer story, forcing Alexandria to even cut down its dividend to retain more capital and prepare for a long-lasting bear market. That's where we stand today. Now, just recently, the company released its Q4 results of 2025. Let's review the good, the bad, and the ugly, and finally, I will share whether I rate the stock a Buy, Hold, or Sell. Let's start with the good: The Good I noted three things: They made good progress selling non-core assets in that they sold $1.5 billion worth of properties in the last quarter. I feared that with so much bad press about the poor performance of the life science sector, they would potentially face even greater difficulties selling assets than they had anticipated. The lack of further bad news on this front is good news. The second piece of good news is that leasing was a bit better than anti...
This stock is seen as a buy among 95% of Wall Street analysts. AI stocks have been all over the place in recent months. Some have struggled to turn investments into profits, while others have suffered from overinflated stock prices. But there are others that just keep churning out huge amounts of revenue and profits as their stock prices soar. Investors are familiar with the big names, like Nvidia...
This stock is seen as a buy among 95% of Wall Street analysts. AI stocks have been all over the place in recent months. Some have struggled to turn investments into profits, while others have suffered from overinflated stock prices. But there are others that just keep churning out huge amounts of revenue and profits as their stock prices soar. Investors are familiar with the big names, like Nvidia and Sandisk, but what are some of those hidden gems that could explode? One AI stock that Wall Street analysts see with huge upside is Pony AI (PONY +3.49%), a company that makes technology for autonomous robotaxis and trucks. Wall Street analysts are extremely bullish on Pony AI, with 95% of the 19 analysts that cover it rating it as a buy. It has a median price target of $22 per share, which would represent a 47% return over the next 12 months. The high estimate is $40 per share, which would mean a 168% return. Even the low estimate of $15 per share would be a gain of around 1% -- so analysts see nothing but upside for Pony AI stock. Ride the Pony Express Pony is one of the leaders in autonomous vehicle technology, along with a handful of others, including Alphabet's Waymo. It has an asset-light model, meaning it doesn't have its own cars; rather, it sells the technology to automakers to develop their own vehicles. Expand NASDAQ : PONY Pony Ai Today's Change ( 3.49 %) $ 0.50 Current Price $ 14.81 Key Data Points Market Cap $5.2B Day's Range $ 14.04 - $ 15.27 52wk Range $ 4.11 - $ 24.92 Volume 12K Avg Vol 4.6M Gross Margin 18.57 % Among its clients are Toyota, GAC Group, BAIC Group, SAIC Motor, and SANY Truck, among others. All of these companies, except for Toyota, are based in China, which is its major market. It has contracts with these and other automakers to mass-produce the technology for autonomous cars and trucks. In late January, it signed a deal with Beijing ATBB Travel & Express Service Co. to develop a robotaxi fleet that will operate in China's tier-1 cities....
The stock is down more than 30% from its 52-week high despite another insane quarter of growth. Shares of Palantir Technologies (PLTR +5.37%) got a brief post-earnings bounce after reporting stellar fourth-quarter results, but it didn't last long. Palantir is down about 33% from its 52-week high and still trades at a high sales multiple of 74. Let's dive into the fundamentals to see if this top ar...
The stock is down more than 30% from its 52-week high despite another insane quarter of growth. Shares of Palantir Technologies (PLTR +5.37%) got a brief post-earnings bounce after reporting stellar fourth-quarter results, but it didn't last long. Palantir is down about 33% from its 52-week high and still trades at a high sales multiple of 74. Let's dive into the fundamentals to see if this top artificial intelligence (AI) stock is worth buying on the dip. Palantir's competitive edge Software stocks are taking a beating to start the year, as investors scrutinize which ones are built to deliver steady long-term growth in the competitive AI market. Palantir is differentiating its offering by delivering real results to customers by leveraging the most advanced AI models. As a result, organizations are proactively reaching out to Palantir and signing larger initial deals, which continues to fuel accelerating growth. Palantir's U.S. commercial revenue grew 137% year over year last quarter, reaching $507 million. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 5.37 %) $ 7.30 Current Price $ 143.20 Key Data Points Market Cap $341B Day's Range $ 134.80 - $ 145.87 52wk Range $ 66.12 - $ 207.52 Volume 23K Avg Vol 46M Gross Margin 82.37 % Companies are quickly scaling their use of Palantir once they see the returns on investment. This drove Lear to promptly scale from 100 users and four use cases to 16,000 users and 280 use cases on Palantir's platform. Palantir said it is seeing this kind of adoption across its customer base. Average revenue from its top 20 customers grew 45% year over year to $94 million per customer. Perhaps the most important sign of Palantir's widening competitive moat is the number of custom apps that are being built on the platform. Palantir disclosed that customers are now generating more than 1 billion requests per week via its application programming interface (API). The more apps that are built on Palantir, the stickier and more valuable...
The stock is down more than 30% from its 52-week high despite another insane quarter of growth. Shares of Palantir Technologies (PLTR +5.16%) got a brief post-earnings bounce after reporting stellar fourth-quarter results, but it didn't last long. Palantir is down about 33% from its 52-week high and still trades at a high sales multiple of 74. Let's dive into the fundamentals to see if this top ar...
The stock is down more than 30% from its 52-week high despite another insane quarter of growth. Shares of Palantir Technologies (PLTR +5.16%) got a brief post-earnings bounce after reporting stellar fourth-quarter results, but it didn't last long. Palantir is down about 33% from its 52-week high and still trades at a high sales multiple of 74. Let's dive into the fundamentals to see if this top artificial intelligence (AI) stock is worth buying on the dip. Palantir's competitive edge Software stocks are taking a beating to start the year, as investors scrutinize which ones are built to deliver steady long-term growth in the competitive AI market. Palantir is differentiating its offering by delivering real results to customers by leveraging the most advanced AI models. As a result, organizations are proactively reaching out to Palantir and signing larger initial deals, which continues to fuel accelerating growth. Palantir's U.S. commercial revenue grew 137% year over year last quarter, reaching $507 million. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 5.16 %) $ 7.01 Current Price $ 142.91 Key Data Points Market Cap $341B Day's Range $ 134.78 - $ 145.87 52wk Range $ 66.12 - $ 207.52 Volume 914K Avg Vol 46M Gross Margin 82.37 % Companies are quickly scaling their use of Palantir once they see the returns on investment. This drove Lear to promptly scale from 100 users and four use cases to 16,000 users and 280 use cases on Palantir's platform. Palantir said it is seeing this kind of adoption across its customer base. Average revenue from its top 20 customers grew 45% year over year to $94 million per customer. Perhaps the most important sign of Palantir's widening competitive moat is the number of custom apps that are being built on the platform. Palantir disclosed that customers are now generating more than 1 billion requests per week via its application programming interface (API). The more apps that are built on Palantir, the stickier and more valuabl...
Key Points Not only is this stock considered a consensus buy, but its median price target suggests a 68% return over the next 12 months. This AI company is growing rapidly in the field of autonomous vehicles. 10 stocks we like better than Pony Ai › AI stocks have been all over the place in recent months. Some have struggled to turn investments into profits, while others have suffered from overinfl...
Key Points Not only is this stock considered a consensus buy, but its median price target suggests a 68% return over the next 12 months. This AI company is growing rapidly in the field of autonomous vehicles. 10 stocks we like better than Pony Ai › AI stocks have been all over the place in recent months. Some have struggled to turn investments into profits, while others have suffered from overinflated stock prices. But there are others that just keep churning out huge amounts of revenue and profits as their stock prices soar. Investors are familiar with the big names, like Nvidia and Sandisk, but what are some of those hidden gems that could explode? 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 » One AI stock that Wall Street analysts see with huge upside is Pony AI (NASDAQ: PONY), a company that makes technology for autonomous robotaxis and trucks. Wall Street analysts are extremely bullish on Pony AI, with 95% of the 19 analysts that cover it rating it as a buy. It has a median price target of $22 per share, which would represent a 47% return over the next 12 months. The high estimate is $40 per share, which would mean a 168% return. Even the low estimate of $15 per share would be a gain of around 1% -- so analysts see nothing but upside for Pony AI stock. Ride the Pony Express Pony is one of the leaders in autonomous vehicle technology, along with a handful of others, including Alphabet's Waymo. It has an asset-light model, meaning it doesn't have its own cars; rather, it sells the technology to automakers to develop their own vehicles. Among its clients are Toyota, GAC Group, BAIC Group, SAIC Motor, and SANY Truck, among others. All of these companies, except for Toyota, are based in China, which is its major market. It has contracts with these and other automakers to mass-produce the technology for autonomous cars and trucks. In late Januar...
HT Ganzo/iStock via Getty Images United States Antimony ( UAMY ) +3.1% pre-market Tuesday after unveiling a new joint venture with Americas Gold and Silver ( USAS ) to construct and operate an antimony processing plant in Idaho's Silver Valley. The JV, which will be 51% owned by Americas Gold and Silver ( USAS ) and 49% by U.S. Antimony ( UAMY ), will provide a mine-to-finished antimony production...
HT Ganzo/iStock via Getty Images United States Antimony ( UAMY ) +3.1% pre-market Tuesday after unveiling a new joint venture with Americas Gold and Silver ( USAS ) to construct and operate an antimony processing plant in Idaho's Silver Valley. The JV, which will be 51% owned by Americas Gold and Silver ( USAS ) and 49% by U.S. Antimony ( UAMY ), will provide a mine-to-finished antimony production solution to help secure the U.S. supply chain for the critical mineral. Americas ( USAS ) will contribute the site for the JV facility at its Galena complex in Idaho and will sell antimony feed material mined from Galena to the JV on market terms; while Americas ( USAS ) material will have priority, the JV facility will have the potential to process from other mines. The property in Idaho where the new hydromet facility will be constructed already has obtained all the necessary primary permits, except for the construction permits. U.S. Antimony ( UAMY ) will contribute its knowledge and technical expertise in constructing and operating these types of facilities and will provide the JV with access to its antimony marketing network, including the U.S. government. More on United States Antimony and Americas Gold and Silver United States Antimony: Plenty Of Growth Ahead If Management Can Execute United States Antimony: From Obscure Micro-Cap To Strategic U.S. Antimony Supplier Americas Gold And Silver: The Market Is Looking At 2026, Not 2025