Key Points Nvidia's financials were solid in its most recent quarter, but investors may have already priced that in. Big questions loom around its long-term growth. Nvidia's stock seems cheap based on analysts' rosy projections. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for ...
Key Points Nvidia's financials were solid in its most recent quarter, but investors may have already priced that in. Big questions loom around its long-term growth. Nvidia's stock seems cheap based on analysts' rosy projections. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier. But despite the impressive performance, the stock has been down in the days following the release of its most recent earnings report. What's going on with Nvidia's stock? 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 » Investors may be bracing for headwinds On the surface, a solid earnings beat and an acceleration of its growth rate should normally send a stock's value higher. The challenge with Nvidia is that investors already have high expectations for the business, and they may be more concerned about what lies ahead for the company. In its Q1 filing, Nvidia warned that "some of our customers are developing their own ASICs and other products, including designs optimized for certain workloads that may not require all of the features and functionality our data center systems provide." A rise in competition could not only chip away at Nvidia's growth but also its margins, which may hinder its ability to significantly grow its earnings in the future. Much of the bullishness behind buying Nvidia's stock centers around expectations, and if there are growing question marks about its future growth, then that may impact the stock more heavily than its mos...
Key Points The S&P 500 is trading around record highs, and tracking it may not be an ideal option for risk-averse investors. Focusing on investments with low beta values can help identify lower-risk options for investors. The Vanguard Utilities ETF has a low beta, and it did a good job of protecting investors during the 2022 crash. 10 stocks we like better than Vanguard Utilities ETF › Tracking th...
Key Points The S&P 500 is trading around record highs, and tracking it may not be an ideal option for risk-averse investors. Focusing on investments with low beta values can help identify lower-risk options for investors. The Vanguard Utilities ETF has a low beta, and it did a good job of protecting investors during the 2022 crash. 10 stocks we like better than Vanguard Utilities ETF › Tracking the S&P 500 has historically been a good move for investors. The index is a collection of the top stocks on U.S. markets and has averaged an annual return of around 10%. But that's an average that spans decades. There have been some troubling periods along the way, when the index hasn't performed well at all. For investors in or near retirement, or those who can't afford to wait out a recovery, it can be stressful when concerns about a possible market crash are heightened. There is one way you can reduce risk, however, and that may involve not tracking the S&P 500 right now. One key number to focus on when looking at stocks is beta. This shows how closely an investment has tracked the S&P 500. A beta of 1.0 means it largely follows the stock market; the lower the number, the less volatile it is and potentially the more disconnected the investment becomes, suggesting that even if the market is doing one thing, this investment may be doing something else entirely. 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 » A good example of a low-volatility holding for your portfolio is the Vanguard Utilities ETF (NYSEMKT: VPU), an exchange-traded fund (ETF) that's focused on top utility stocks. Here's why this type of investment can be ideal if you're worried about the stock market right now. The Vanguard fund proved to be a relatively stable option during the last crash The Vanguard Utilities ETF has averaged a beta of...
In this video, I will go over SpaceX's financials before it goes public and explain why I'll skip this stock for the time being. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 22, 2026. The video was published on May. 25, 2026. Will AI create the world's first trillionaire? Our team just releas...
In this video, I will go over SpaceX's financials before it goes public and explain why I'll skip this stock for the time being. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 22, 2026. The video was published on May. 25, 2026. 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 » Don’t miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $558,537 !* if you invested $1,000 when we doubled down in 2009, !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $58,859 !* if you invested $1,000 when we doubled down in 2008, !* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $477,813!* Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon. See the 3 stocks » *Stock Advisor returns as of May 26, 2026. Neil Rozenbaum has positions in Alphabet, Amazon, and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money t...
Key Points The Vanguard International High Dividend Yield ETF has outperformed its U.S. counterpart for the past five years, with 13.2% annualized returns. The Vanguard High Dividend Yield ETF only holds about 600 U.S. stocks, with one major tech name accounting for 8% of the fund. The Vanguard International High Dividend Yield ETF offers a higher dividend yield and lower price to earnings (P/E) r...
Key Points The Vanguard International High Dividend Yield ETF has outperformed its U.S. counterpart for the past five years, with 13.2% annualized returns. The Vanguard High Dividend Yield ETF only holds about 600 U.S. stocks, with one major tech name accounting for 8% of the fund. The Vanguard International High Dividend Yield ETF offers a higher dividend yield and lower price to earnings (P/E) ratio than its U.S. counterpart. 10 stocks we like better than Vanguard International High Dividend Yield ETF › Dividend stocks can be a good choice for a few situations and investment strategies. If you're feeling nervous about high valuations of tech stocks, want to diversify into other parts of the market after recent run-ups in share prices, or want to earn more income from your stocks, buying dividend ETFs can quickly put more dividend-paying companies in your portfolio. Two popular Vanguard ETFs offer a broad range of high-yield dividend stocks. One fund, the Vanguard High Dividend Yield ETF (NYSEMKT: VYM), is focused on U.S. stocks, while the other ETF, the Vanguard International High Dividend Yield ETF (NASDAQ: VYMI), focuses on international stocks. For the past five years, the international fund has outperformed the U.S. fund, but both have underperformed the S&P 500 index. 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 » If your goal is to beat the market, these dividend ETFs might not be the right choice. But if you want steady dividends from reliable, consistently profitable companies, each of these two dividend stock funds is worth a look. Here are more details on which of these Vanguard ETFs could be a better buy. Vanguard High Dividend Yield ETF: Five years of 11.9% annualized returns The Vanguard High Dividend Yield ETF holds 608 stocks that are forecast to deliver above-average dividends. ...
Image source: The Motley Fool. Tuesday, May 26, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Philip Daniele Chief Financial Officer — Jamere Jackson Vice President, Treasurer, Investor Relations, and Tax — Brian L. Campbell TAKEAWAYS Total Sales -- $4.8 billion, up 8.4%, marking the largest increase in over three years, driven by both retail and commercial segments. -- $4.8 billi...
Image source: The Motley Fool. Tuesday, May 26, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Philip Daniele Chief Financial Officer — Jamere Jackson Vice President, Treasurer, Investor Relations, and Tax — Brian L. Campbell TAKEAWAYS Total Sales -- $4.8 billion, up 8.4%, marking the largest increase in over three years, driven by both retail and commercial segments. -- $4.8 billion, up 8.4%, marking the largest increase in over three years, driven by both retail and commercial segments. Earnings Per Share (EPS) -- $38.07, up 7.7%; excluding a $20 million LIFO charge this year and a $16 million credit last year, adjusted EPS would have increased 12.5%. -- $38.07, up 7.7%; excluding a $20 million LIFO charge this year and a $16 million credit last year, adjusted EPS would have increased 12.5%. Gross Margin -- 52.2%, down 57 basis points; excluding LIFO effects, gross margin was up 20 basis points due to improvements offsetting commercial mix headwinds. -- 52.2%, down 57 basis points; excluding LIFO effects, gross margin was up 20 basis points due to improvements offsetting commercial mix headwinds. Domestic Same Store Sales -- Increased 4.1%, with DIY sales up 2.2% and commercial sales up 10.4%, reflecting continued market share gains. -- Increased 4.1%, with DIY sales up 2.2% and commercial sales up 10.4%, reflecting continued market share gains. International Same Store Sales -- Up 1.6% on a constant currency basis and 16.6% unadjusted, with foreign exchange providing a $74 million sales tailwind. -- Up 1.6% on a constant currency basis and 16.6% unadjusted, with foreign exchange providing a $74 million sales tailwind. Mega Hub Store Expansion -- 14 new mega hubs opened, totaling 156, with plans to open 15 more in the next quarter; target is 300 at full buildout. -- 14 new mega hubs opened, totaling 156, with plans to open 15 more in the next quarter; target is 300 at full buildout. New Store Openings -- 82 stores added globally, bringing totals to...
FabrikaCr The S&P 500 ( SP500 ) year-end target was raised to 8.25K by Yardeni Research President Ed Yardeni, who also said the benchmark index could climb to 10K by the end of the decade. In an interview with CNBC, the veteran market strategist attributed his bullish outlook to what he calls “FIMO”—fabulous earnings momentum—rather than fear of missing out driving investor behavior. Yardeni empha...
FabrikaCr The S&P 500 ( SP500 ) year-end target was raised to 8.25K by Yardeni Research President Ed Yardeni, who also said the benchmark index could climb to 10K by the end of the decade. In an interview with CNBC, the veteran market strategist attributed his bullish outlook to what he calls “FIMO”—fabulous earnings momentum—rather than fear of missing out driving investor behavior. Yardeni emphasized that the economy’s resilience has been largely underestimated by investors. “The economy’s kind of like Rodney Dangerfield. It’s been getting no respect,” he said during the interview. He pointed to America’s robust capital markets and the ongoing technology revolution as key drivers of productivity gains, which he described as “fairy dust” that “makes everything better in the economy.” The strategist highlighted American exceptionalism as a fundamental strength, noting that the country’s entrepreneurial culture continues to produce innovation across sectors. “We do creative destruction better than anybody else,” Yardeni explained, referencing economist Joseph Schumpeter’s theory about the role of entrepreneurs in driving economic progress. He cited the dominance of U.S. companies in technology—from Google and Amazon to Meta and now artificial intelligence—as evidence of this ongoing strength. When asked about potential risks to his bullish thesis, Yardeni acknowledged geopolitical concerns, including the possibility of a Chinese invasion of Taiwan. However, he noted that geopolitical crises have “traditionally been, almost always been, great buying opportunities.” He pointed to recent market pullbacks as examples, noting that crashes at the beginning of last year and in March both turned out to be excellent entry points for investors. Regarding concerns about the national debt and rising interest rates, Yardeni remained dismissive. “I’ve been doing this for over forty-five years, and the perception is that debt is gonna create a calamity just hasn’t happened,” he sai...
RHJ/iStock via Getty Images Vizsla Silver ( VZLA ) up 6.1% in Tuesday's trading after saying it secured an unsecured credit agreement for a ~US$10M working capital facility with Fideicomiso de Fomento Minero, a Mexican government-backed financial institution specialized in the mining sector, to support operating and working capital expenditures related to the Panuco project. Vizsla ( VZLA ) comple...
RHJ/iStock via Getty Images Vizsla Silver ( VZLA ) up 6.1% in Tuesday's trading after saying it secured an unsecured credit agreement for a ~US$10M working capital facility with Fideicomiso de Fomento Minero, a Mexican government-backed financial institution specialized in the mining sector, to support operating and working capital expenditures related to the Panuco project. Vizsla ( VZLA ) completed a feasibility study for Panuco in November, which highlighted production of 17.4M/year gold equivalent over an initial 9.4-year mine life, an after-tax net present value of 5% of US$1.8B, 111% IRR, and a seven-month payback at US$35.50/oz of silver and US$3,100/oz of gold. "This agreement with FIFOMI represents another important step in the continued endorsement and validation of the Panuco project as an economically important development project for both Sinaloa and Mexico," Vizsla Silver ( VZLA ) President and CEO Michael Konnert said. The company has said it is now fully funded to develop and construct the Panuco project after finishing 2025 with more than US$450M in cash, nearly twice the initial capital expenditure requirement stated in the feasibility study. More on Vizsla Silver Vizsla Silver: Suspended Operations And A $1.5 Billion Question Vizsla Silver: Exploration Risk Is Gone, But Execution Risk Remains Financial information for Vizsla Silver
primeimages Analysts at Oppenheimer Asset Management said small- and mid-cap equities continue showing constructive technical strength, highlighting the Russell 2000’s ( RTY ) ability to hold above its April breakout level. The firm believes the index has shifted from a prolonged downtrend into a broader trading range relative to the S&P 500 ( SP500 ), supporting a more balanced allocation between...
primeimages Analysts at Oppenheimer Asset Management said small- and mid-cap equities continue showing constructive technical strength, highlighting the Russell 2000’s ( RTY ) ability to hold above its April breakout level. The firm believes the index has shifted from a prolonged downtrend into a broader trading range relative to the S&P 500 ( SP500 ), supporting a more balanced allocation between large- and small-cap stocks. Outlined below are a top buy idea and a top sell idea from each SMID sector, according to Oppenheimer Asset Management. Communication Services Roku ( ROKU ): Buy TripAdvisor ( TRIP ): Sell Consumer Discretionary Rush Street Interactive ( RSI ): Buy Bath & Body Works ( BBWI ): Sell Consumer Staples PriceSmart ( PSMT ): Buy Reynolds Consumer Products ( REYN ): Sell Energy DT Midstream ( DTM ): Buy Comstock Resources ( CRK ): Sell Financials SiriusPoint Ltd. ( SPNT ): Buy Western Alliance Bancorp ( WAL ): Sell Health Care Pennant Group ( PNTG ): Buy DENTSPLY SIRONA ( XRAY ): Sell Industrials Powell Industries ( POWL ): Buy SkyWest, Inc. ( SKYW ): Sell Materials Warrior Met Coal ( HCC ): Buy Axalta Coating Systems ( AXTA ): Sell Real Estate Omega Healthcare Investors ( OHI ): Buy Hudson Pacific Properties ( HPP ): Sell Technology NextNav ( NN ): Buy Impinj ( PI ): Sell Utilities IDACORP ( IDA ): Buy Essential Utilities ( WTRG ): Sell More on markets U.S.-Iran peace deal odds climb above 50% by July according to prediction markets The US-Iran War: Deal Unlikely, Brace For Inflationary Shock Kevin Warsh Is Walking Into A Bond Market Trap No, The Market Is Not Getting Cheaper Corrections Vs. Bear Markets: Why 20% Declines Are Obsolete
US President Donald Trump ’s administration proposed asking federal workers to sign non-disclosure agreements, according to a government statement made public on Tuesday, with the goal of preventing them from sharing confidential information with journalists. The Office of Personnel Management (OPM), the human resources office for the US government, said it wanted to create a non-disclosure agreem...
US President Donald Trump ’s administration proposed asking federal workers to sign non-disclosure agreements, according to a government statement made public on Tuesday, with the goal of preventing them from sharing confidential information with journalists. The Office of Personnel Management (OPM), the human resources office for the US government, said it wanted to create a non-disclosure agreement form for federal agencies to use for new and existing employees, according to the statement. The OPM asked the public for feedback on the idea, adding that each federal agency would have discretion over whether to use the form. Advertisement If implemented, the form could make it easier for Trump to punish government employees who leak information to reporters. US President Donald Trump points out a member of the press during an event in the Oval Office on May 11. Photo: Getty Images/TNS It is the latest step in a broader effort to increase his control of US government workers and the flow of information to the public.
tiero/iStock via Getty Images The macroeconomic environment in the US has been on a roller coaster ride ever since the pandemic. From recession to stagflation to recovery to policy easing cycles, you have seen how consumer, investor, and borrower perceptions were affected. Banks like First National Bank Alaska ( FBAK ) have been susceptible to risks associated with economic volatility. But with it...
tiero/iStock via Getty Images The macroeconomic environment in the US has been on a roller coaster ride ever since the pandemic. From recession to stagflation to recovery to policy easing cycles, you have seen how consumer, investor, and borrower perceptions were affected. Banks like First National Bank Alaska ( FBAK ) have been susceptible to risks associated with economic volatility. But with its strategic asset diversification and prudent loan management, its fundamentals remain robust. The only problem is that valuation is already high for entry, and technicals agree with it. FBAK Q1 2026: A Solid Start In the first quarter of 2026, we have seen how macroeconomic volatility intensified amid inflation reacceleration and massive oil price hikes. Banks were also subject to risks associated with these aspects. But First National Bank Alaska remained resilient with its sound management of its earning assets, as shown in its most recent performance. As you can see, its interest and fee income amounted to $59.9M , up by 7.3% YoY from $55.8M. This was a bit impressive since the Fed has already cut the interest rate by 75 bps in H2 2025. It also affected other interest-earning assets like investment securities and deposits in other banks. Note how it decreased from Q4 2025. However, FBAK still managed to use the situation to its advantage. One aspect to understand is that a lower interest rate often attracts borrowers. In FBAK, its loan base expanded. And because it was able to cater to more borrowers, it most likely enjoyed more commissions and handling fees. You can see it in the YoY increase in non-interest income. In addition, the rate cut also lowered the interest expense. More interestingly, it was able to stabilize its non-interest costs and expenses, which can tell us about its improved efficiency. As a result, its net income margin reached 31.5% versus 28.5% QoQ and 28.2% YoY. This shows that its profitability has continuously improved in the past year. Income S...
Everyone seems to be mad about Ferrari’s first electric vehicle. Called Luce, and revealed on Monday, the design of the five-seater (gasp!) was led in large part by Jony Ive and the design firm he runs with Marc Newson, LoveFrom. While it ticks a lot of spec sheet boxes — it boasts 1,000 horsepower and the ability to hit 60 miles per hour in just over two seconds — it’s tracking to be the most moc...
Everyone seems to be mad about Ferrari’s first electric vehicle. Called Luce, and revealed on Monday, the design of the five-seater (gasp!) was led in large part by Jony Ive and the design firm he runs with Marc Newson, LoveFrom. While it ticks a lot of spec sheet boxes — it boasts 1,000 horsepower and the ability to hit 60 miles per hour in just over two seconds — it’s tracking to be the most mocked new vehicle since the Cybertruck. This widespread rejection of the wedge-shaped, Nissan-resembling car covers seemingly the whole spectrum, too, from the typical flimsy knee-jerk reactions, to the positively vitriolic. The company’s stock price is down, and even some of the most down-the-middle news outlets are admitting it in their own ways. (Bloomberg said the Luce is “quite a stretch.”) The question underneath all of this immediate backlash is singular: Who is the Luce for? Certainly it’s not for me, or for almost anyone reading this. The Luce will cost around $650,000, and this is Ferrari we’re talking about, so even if you have that kind of money, you’re dealing with a company that is, shall we say, selective about its customers. Is it for existing Ferrari owners? Typically that answer is yes — more than 80% of the 14,000 people who bought a Ferrari last year already own one of its vehicles. It’s hard to imagine that crowd being sufficiently excited about a car that is so devoid of the fierce Ferrari angles that have adorned bedroom walls for decades. Is it for other car designers? Possibly. Car companies borrow ideas all the time, and there’s definitely plenty on the interior — which features a lot of clicky buttons and knobs, a marked departure for Ive — that I’d personally like to see repeated elsewhere. Is it for regulators? Well, maybe. The European Union is placing severe limits on the sale of new cars with internal combustion engines in 2035. The Luce may be the first step Ferrari’s taking toward a lineup that complies with those looming rules. In fact, duri...
In a chaotic London childhood, Tyrone Paul got drawn into drug dealing and worse before hauling himself into the charts. He opens up about his psychological scars and trust issues In one of Pozer’s earliest memories, nearly two decades before he became one of the most talented rappers in the UK, he is six years old, running from his mum’s landlord. “He come knock the door, my mum’s acting like we’...
In a chaotic London childhood, Tyrone Paul got drawn into drug dealing and worse before hauling himself into the charts. He opens up about his psychological scars and trust issues In one of Pozer’s earliest memories, nearly two decades before he became one of the most talented rappers in the UK, he is six years old, running from his mum’s landlord. “He come knock the door, my mum’s acting like we’re not here, we skid out, go shop. When we’re walking back he’s clocked us, so me and her start running, we hop a gate and we’re now in the communal gardens of an estate. That guy booted open the ting. Me and my mum are pretend-playing with a ball. He picks it up – but all the little hoodlums in the area circle him: ‘What you doing?’” The way he recounts his life – both in his music and in our conversation, which takes place at a west London recording studio – it seems as if he was always on the move like this, on alert. Born Tyrone Paul and now 23 years old, he moved as a child around south London with his single mother, sometimes with his father when he was out of prison, or a family friend when his father was back on the run. In his teens, “I used to smoke weed with a couple of girls, and I’d say to them: ‘Every day I wake up, it feels like I’m actively tensing my muscles, and I’m not.’ You wish someone could tell you what’s going on.” Continue reading...
Tim Robberts/DigitalVision via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist RiverNorth Flexible Municipal Income Fund II ( RFMZ ) has seen some fairly attractive total returns since our prior update. Some of this has come from the fund's discount narrowing since our last update, which means its share price is getting ahead of the underlying portfolio's total returns. Howe...
Tim Robberts/DigitalVision via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist RiverNorth Flexible Municipal Income Fund II ( RFMZ ) has seen some fairly attractive total returns since our prior update. Some of this has come from the fund's discount narrowing since our last update, which means its share price is getting ahead of the underlying portfolio's total returns. However, that's one of the key features to exploit when it comes to closed-end funds, utilizing the opportunities that can come from the discounts/premiums that occur. Despite that, the fund still remains the most attractively valued with the deepest discount in this similar suite of funds from RiverNorth. RFMZ Basics 1-Year Z-score: 1.19. Discount/Premium: -8.71%. Distribution Yield: 7.42%. Expense Ratio: 2.39% (4.65% including leverage). Leverage: 39.4%. Managed Assets: $579.8 million. Structure: Term (anticipated liquidation date Feb. 26, 2036). RFMZ's investment objective is "to provide current income exempt from regular U.S. federal income taxes, with a secondary objective of total return." In an attempt to achieve this, the fund will "allocate the Fund's managed assets between two principal strategies: Tactical Municipal Closed-End Fund Strategy (managed by RiverNorth) and Municipal Bond Income Strategy (managed by MacKay Shields)." Performance - Discount Narrows The fund delivered just over 6.3% in terms of total returns since our last write-up . That was materially weaker than the S&P 500 Index, but that also isn't an appropriate benchmark to apply when looking at a muni-focused fund. RFMZ Performance Since Prior Update (Seeking Alpha) In this case, I was neutral on the fund because I don't particularly find the overall strategy that they employ on this fund or the other sister funds in the lineup very attractive. That said, this does highlight once again the opportunities that can exist in the CEF space with discounts/premiums. The total share price returns we see here...
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the AI buildout has real runway through 2027. They also shared that Taiwan Semiconductor’s monthly demand commentary may serve as the single ... This Proves The AI Boom Will Last Through 2027
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the AI buildout has real runway through 2027. They also shared that Taiwan Semiconductor’s monthly demand commentary may serve as the single ... This Proves The AI Boom Will Last Through 2027
Qualcomm (QCOM) experienced significant upward movement, driven primarily by positive developments in its artificial intelligence (AI) and automotive segments. The company's expanding strategy beyond its traditional smartphone chip business has resonated strongly with investors. A key factor contributing to today's rise is the reported agreement with ByteDance to supply AI chips for its data cente...
Qualcomm (QCOM) experienced significant upward movement, driven primarily by positive developments in its artificial intelligence (AI) and automotive segments. The company's expanding strategy beyond its traditional smartphone chip business has resonated strongly with investors. A key factor contributing to today's rise is the reported agreement with ByteDance to supply AI chips for its data centers. This news highlights Qualcomm's successful penetration into the burgeoning AI infrastructure market and underscores the demand for its specialized AI inference accelerators. This strategic win suggests a growing role for Qualcomm alongside established players in providing compute for hyperscaler workloads, diversifying its revenue streams. Further bolstering positive sentiment, Qualcomm recently expanded its multi-year partnership with Stellantis to integrate Snapdragon Digital Chassis solutions into next-generation vehicles for advanced driving and assistance features. This collaboration reinforces the strong growth trajectory of Qualcomm's automotive business, which has seen record revenues and is projected to exceed $6 billion by fiscal year 2026. The market views this as concrete evidence of Qualcomm's ability to leverage its chip and connectivity expertise in new, high-growth areas. Additionally, investor optimism is building ahead of Qualcomm's Investor Day 2026, scheduled for June 24, where executives are expected to detail the company's growth and diversification strategy, particularly focusing on opportunities in data centers and physical AI. This upcoming event is anticipated to provide further clarity on Qualcomm's long-term vision and its plans to capitalize on major AI platform shifts, including industrial AI, personal AI for agentic workloads, and 6G. Analyst forecasts have also begun to reflect this evolving narrative, with some firms raising price targets and acknowledging Qualcomm's strengthened position in the AI and automotive markets.
Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS's highly bullish call for the chipmaker. The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months — a rally that's likely to be driven by surging AI demand and the compa...
Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS's highly bullish call for the chipmaker. The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months — a rally that's likely to be driven by surging AI demand and the company's long-term agreements, analysts wrote in a note on Tuesday. Shares of Micron soared as much as 18% on Tuesday as the forecast made rounds among investors and wowed stock watchers on social media. The rally drove Micron to a $1 trillion valuation for the first time. Shares of the chipmaker are up 208% year-to-date. UBS said it was raising its estimates and earnings expectations for Micron over the next three years, pointing to the company's long-term agreements "firmly in place across most of the industry." Micron is also expected to generate more than $400 billion in free cash flow from 2027-2029, they added. "We believe the market will start to put a more 'normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex," UBS said, adding "we see no reason why MU should trade a whole lot differently than NVDA in terms of P/E." The company was also in the spotlight after President Donald Trump shouted out the stock when speaking at rally in New York on Friday. "Micron, boy Micron's great, they're investing hundreds of billions," the president said. The comment has fueled speculation that the US government could eventually take a stake in Micron as it did with Intel and other companies deemed critical to US interests. Traders on Polymarket priced in a 34% chance that the government could purchase a stake in Micron by the end of the year. Trump purchased shares of Micron worth $50,000 to $100,000 in March, per his latest trading disclosure.