In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Starlink’s profitability. The profitability of the space launch business. The unbelievably large market estimates. Is SpaceX actually just an AI company? Can investors benefit from this corporate structure? The leap of faith that is the valuation. To catch full episodes ...
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Starlink’s profitability. The profitability of the space launch business. The unbelievably large market estimates. Is SpaceX actually just an AI company? Can investors benefit from this corporate structure? The leap of faith that is the valuation. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. 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 full transcript is below. Should you buy stock in Voyager Technologies right now? Before you buy stock in Voyager Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Voyager Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $472,852!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,317,207!* Now, it’s worth noting Stock Advisor’s total average return is 984% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 27, 2026. This podcast was recorded on May 21, 2026. Tyler Crowe: It's SpaceX's S-1 day on Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined...
Southeast Asia’s two biggest economies are selling more short-term debt to cope with the stress from the US-Iran war, draining liquidity from broader markets. Indonesia’s central bank has stepped up issuance of rupiah bills to attract foreign inflows to support the rupiah , which has hit record lows and become Asia’s worst-performing currency this quarter . In Thailand, the government is leaning m...
Southeast Asia’s two biggest economies are selling more short-term debt to cope with the stress from the US-Iran war, draining liquidity from broader markets. Indonesia’s central bank has stepped up issuance of rupiah bills to attract foreign inflows to support the rupiah , which has hit record lows and become Asia’s worst-performing currency this quarter . In Thailand, the government is leaning more on short-term notes as it pushes ahead with a controversial emergency borrowing plan . The preference for shorter-dated securities comes as inflation concerns fueled by the energy shock have spurred a selloff in longer-maturity sovereign bonds globally. While the shift would give the two Southeast Asian nations greater funding flexibility, it could also raise refinancing risks over time, according to analysts. “As investors are buying these short-term debt instruments, the demand for long-term bonds is decreasing to some extent,” said Chandresh Jain , rates and FX strategist at BNP Paribas in Singapore. Bank Indonesia’s total outstanding rupiah bills, known as SRBI , climbed by 126.7 trillion rupiah ($7.1 billion) last month, the most in nearly two years. The rupiah weakened about 2% against the dollar in April in its worst performance since October 2024. SRBIs have maturities ranging up to 12 months. The 12-month SRBI yield rose to 6.76% at the most recent auction on May 22, the highest since January 2025, and above Indonesia’s 2-year government bond yield of around 6.53%. “We think the market now prefers to buy SRBI instead of Indonesian government bonds,” said Jain. They offer yields similar to Indonesian government bonds without exposing investors to “significant duration risk.” Read more: Indonesia Posts Biggest Current Account Deficit Since 2019 In Thailand, the new government is seeking to contain the fallout from the Middle East conflict, which has disrupted trade and tourism — two of the economy’s main engines. Prime Minister Anutin Charnvirakul’s administratio...
Image source: The Motley Fool. May 27, 2026, at 5 p.m. ET Call participants Chief Executive Officer — Sridhar Ramaswamy Chief Financial Officer — Brian Robins Senior Vice President, Product — Christian Kleinerman Takeaways Product revenue -- $1.33 billion, up 34% year over year, with the growth rate accelerating from 30% in the previous quarter. -- $1.33 billion, up 34% year over year, with the gr...
Image source: The Motley Fool. May 27, 2026, at 5 p.m. ET Call participants Chief Executive Officer — Sridhar Ramaswamy Chief Financial Officer — Brian Robins Senior Vice President, Product — Christian Kleinerman Takeaways Product revenue -- $1.33 billion, up 34% year over year, with the growth rate accelerating from 30% in the previous quarter. -- $1.33 billion, up 34% year over year, with the growth rate accelerating from 30% in the previous quarter. Net revenue retention rate -- 126%, indicating higher expansion from existing customers. -- 126%, indicating higher expansion from existing customers. Non-GAAP operating margin -- Expanded over 300 basis points year over year to 12%. -- Expanded over 300 basis points year over year to 12%. Full-year product revenue guidance -- Increased to $5.84 billion, reflecting 31% year-over-year growth. -- Increased to $5.84 billion, reflecting 31% year-over-year growth. Fiscal Q2 product revenue guidance -- $1.415 billion-$1.42 billion, projecting 30% year-over-year growth. -- $1.415 billion-$1.42 billion, projecting 30% year-over-year growth. Customer count -- 13,912 total customers; 616 net new customers added, up 38% year over year. -- 13,912 total customers; 616 net new customers added, up 38% year over year. Large customer expansion -- 64 customers surpassed $10 million in trailing 12-month revenue; 79 customers spent over $1 million in the period. -- 64 customers surpassed $10 million in trailing 12-month revenue; 79 customers spent over $1 million in the period. Snowflake Intelligence adoption -- Accounts using Snowflake Intelligence more than doubled quarter over quarter. -- Accounts using Snowflake Intelligence more than doubled quarter over quarter. CoCo adoption -- Over 7,100 accounts actively using Cortex Code (CoCo). -- Over 7,100 accounts actively using Cortex Code (CoCo). AI contribution -- Management stated, "CoCo had the largest driver to the increase in our forecast," with accelerated AI revenues now a signific...
High member growth, rising profitability, and improving cross‑sell highlight the promise of SoFi Technologies (NASDAQ: SOFI) . Yet concentrated Galileo platform revenue and an unsecured personal‑loan book introduce real macro risk. Watch the video below to see how these forces collide. *This video was published on May 22, 2026. Continue reading
High member growth, rising profitability, and improving cross‑sell highlight the promise of SoFi Technologies (NASDAQ: SOFI) . Yet concentrated Galileo platform revenue and an unsecured personal‑loan book introduce real macro risk. Watch the video below to see how these forces collide. *This video was published on May 22, 2026. Continue reading
Microsoft Corporation has extended its AI-driven growth story with a new financial milestone and ongoing cloud strength, drawing fresh investor attention to the tech giant’s role in the global software and infrastructure market. Microsoft Corporation remains one of the most closely watched mega-cap technology stocks as the company continues to lean into artificial intelligence and cloud computing ...
Microsoft Corporation has extended its AI-driven growth story with a new financial milestone and ongoing cloud strength, drawing fresh investor attention to the tech giant’s role in the global software and infrastructure market. Microsoft Corporation remains one of the most closely watched mega-cap technology stocks as the company continues to lean into artificial intelligence and cloud computing while posting robust financial results and attracting steady institutional interest, according to multiple recent market and company disclosures such as those reported by Microsoft investor relations as of 04/25/2026 and transaction data highlighted by MarketBeat as of 05/27/2026. As of: 28.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Microsoft Microsoft Sector/industry: Software, cloud computing, technology Software, cloud computing, technology Headquarters/country: Redmond, United States Redmond, United States Core markets: Global enterprise software, cloud services, productivity tools Global enterprise software, cloud services, productivity tools Key revenue drivers: Cloud services (Azure), Office and productivity, Windows, gaming and LinkedIn Cloud services (Azure), Office and productivity, Windows, gaming and LinkedIn Home exchange/listing venue: Nasdaq (ticker: MSFT) Nasdaq (ticker: MSFT) Trading currency: U.S. dollar (USD) Microsoft Corporation: core business model Microsoft Corporation operates a diversified technology platform focused on software, cloud infrastructure and digital services for enterprises, governments and consumers worldwide, generating revenue across productivity tools, infrastructure, gaming and professional networks, as outlined in its recent filings with Microsoft investor relations as of 04/25/2026. The company’s business is generally organized around segments that include Productivity and Business Processes, Intelligent Cloud and More Personal Computing, each contributing distinct revenue streams and margin...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remai...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his ow...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Key Points Nuclear power adoption is set to rise worldwide. SMR stocks like NuScale Power offer unique exposure. 10 stocks we like better than NuScale Power › While there are many promising nuclear stocks out there, only a few have as unique of an opportunity as NuScale Power (NYSE: SMR). Over the next couple of decades, experts believe that nuclear energy will be a $10 trillion opportunity. That ...
Key Points Nuclear power adoption is set to rise worldwide. SMR stocks like NuScale Power offer unique exposure. 10 stocks we like better than NuScale Power › While there are many promising nuclear stocks out there, only a few have as unique of an opportunity as NuScale Power (NYSE: SMR). Over the next couple of decades, experts believe that nuclear energy will be a $10 trillion opportunity. That opportunity is largely driven by the global build-out of data center infrastructure designed to meet the growing needs of artificial intelligence (AI) technologies. 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 » Data centers -- critical infrastructure on which AI technologies rely -- are energy-intensive. Yet the current electric grid isn't strong enough to support the ongoing build-out of data centers. Thus, additional energy generation capacity will be needed, and NuScale's nuclear systems may be a perfect fit for two reasons. 1. Data centers need new energy sources fast The pace and scale of the global data center build-out are arguably unprecedented. "The race to scale AI has triggered one of the largest infrastructure build-outs in modern history," concludes a recent report from global consultancy McKinsey & Co. "By our estimates, global spending on data centers could reach $7 trillion by 2030." Conventional power plants often require more than a decade to permit and build. So while these largest, more proven plants will play a role in meeting AI's long-term energy needs, more immediate solutions will be required. That's what makes NuScale's approach to nuclear so interesting. NuScale was the first company to receive approval from the Nuclear Regulatory Commission for a small modular reactor, or SMR. At least in theory, these nuclear plants can be built faster and cheaper than conventional plants, w...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Western Digital. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions rema...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Western Digital. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Nvidia NVDA Stock Tests $200 Again as Valuation Fears and Geopolitical Risks Intensify Even as rising pricing, geopolitical volatility, and growing concerns about valuation continue to put pressure on investors, NVIDIA delivered another outstanding profits quarter driven by the relentless demand for chips from AI itself because consumers aren't using them. Written by: Skerdian Meta • • 2 min read ...
Nvidia NVDA Stock Tests $200 Again as Valuation Fears and Geopolitical Risks Intensify Even as rising pricing, geopolitical volatility, and growing concerns about valuation continue to put pressure on investors, NVIDIA delivered another outstanding profits quarter driven by the relentless demand for chips from AI itself because consumers aren't using them. Written by: Skerdian Meta • • 2 min read • Quick overview NVIDIA reported strong Q1 FY27 earnings with $81.6 billion in revenue, driven by high demand for AI infrastructure and advanced computing systems. Despite impressive growth, rising operating expenses and geopolitical tensions, particularly regarding China, are causing investor sentiment to weaken. The Data Center division was the main growth driver, contributing $75.2 billion in revenue, while gross margins remained high at 74.9%. NVIDIA is attempting to bolster investor confidence through significant buybacks and increased dividends, but faces challenges from rising costs and market uncertainties. Even as rising pricing, geopolitical volatility, and growing concerns about valuation continue to put pressure on investors, NVIDIA delivered another outstanding profits quarter driven by the relentless demand for chips from AI itself because consumers aren’t using them. Another Explosive Quarter for NVIDIA NVIDIA once again reported blockbuster quarterly results as global demand for artificial intelligence infrastructure and advanced computing systems remained exceptionally strong. The company continues to dominate the AI semiconductor landscape, benefiting from aggressive spending by hyperscale cloud providers and large-scale data center operators. For Q1 FY27, NVIDIA generated revenue of $81.6 billion, representing a 20% increase from the previous quarter and an 85% surge year-over-year. The results reinforced the company’s central role in the ongoing AI investment boom, where demand for high-performance GPUs and networking hardware continues accelerating glob...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lumentum. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his ...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lumentum. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remai...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian 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 that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Earnings Call Insights: Phreesia, Inc. (PHR) Q1 fiscal 2027 Management View "We believe we are a unique company in our space due to our scale, experience and profitability." (Co-Founder, CEO & Director Chaim Indig) "Three key factors are shaping our positive outlook" including "bring front-end solutions that improve provider cash flow," "prioritizing bringing AccessOne's financing solution to more...
Earnings Call Insights: Phreesia, Inc. (PHR) Q1 fiscal 2027 Management View "We believe we are a unique company in our space due to our scale, experience and profitability." (Co-Founder, CEO & Director Chaim Indig) "Three key factors are shaping our positive outlook" including "bring front-end solutions that improve provider cash flow," "prioritizing bringing AccessOne's financing solution to more of our base clients," and "AI is fundamentally changing what's possible for us at scale." (CEO Indig) "For the first quarter of fiscal year 2027, revenue was $130.9 million, up 13% year-over-year." (Chief Financial Officer Balaji Gandhi) "Year-over-year growth was led by Payment Solutions at 40%, followed by Network Solutions at 15%." (CFO Gandhi) "We are also introducing 2 new metrics this quarter: total managed payments and Payment Solutions revenue rate." (CFO Gandhi) "Total managed payments were $1.786 billion in the first quarter of fiscal 2027, and our Payment Solutions revenue rate was 2.3%." (CFO Gandhi) "On March 13, we completed the refinancing of our bridge loan." (CFO Gandhi) "We repaid all outstanding indebtedness under the bridge loan using $92 million of borrowings from a new 5-year $275 million senior secured revolving credit facility with Capital One maturing on March 13, 2031." (CFO Gandhi) "On April 30, we expanded AccessOne's securitization facility with PNC Bank, and extended the term through April 2029." (CFO Gandhi) "We increased the facility limit from $200 million to $300 million" and "the amendment also expanded our ability to offer upfront funding to noninvestment-grade clients." (CFO Gandhi) Outlook "Our fiscal 2027 outlook is unchanged from what we provided in March." (CFO Gandhi) "We expect revenue to be in the range of $510 million to $520 million." (CFO Gandhi) "We are maintaining our adjusted EBITDA outlook for fiscal 2027." (CFO Gandhi) "We expect adjusted EBITDA to be in the range of $125 million to $135 million." (CFO Gandhi) "We are mai...
The race for enterprise artificial intelligence dominance has created a fascinating divide between established giants and high-growth disruptors. Investors today must decide if Oracle (ORCL 1.09%) or ServiceNow (NOW +2.21%) is the better buy. Oracle remains a cornerstone of the data world by pivoting its massive database business toward cloud infrastructure. Meanwhile, ServiceNow has built a domin...
The race for enterprise artificial intelligence dominance has created a fascinating divide between established giants and high-growth disruptors. Investors today must decide if Oracle (ORCL 1.09%) or ServiceNow (NOW +2.21%) is the better buy. Oracle remains a cornerstone of the data world by pivoting its massive database business toward cloud infrastructure. Meanwhile, ServiceNow has built a dominant platform for automating complex business workflows through artificial intelligence. Both companies play critical roles in the modern digital economy, but they offer very different financial profiles for your portfolio. The case for Oracle As a long-standing titan among tech stocks, Oracle has successfully shifted its focus from legacy database software to modern cloud infrastructure. The company sells a wide range of cloud applications and hardware to organizations in more than 145 countries. The company employs 162,000 people and serves customers across diverse industries. In its last fiscal year ended May 31, 2025, revenue reached $57.4 billion, which represented an 8% increase over the previous year. Net income for the period was $12.4 billion, resulting in a net margin of 21.7%. For its 2026 fiscal year, Oracle forecasts sales to soar to $67 billion. This performance highlights a steady growth trend. As of its May 2025 balance sheet, the debt-to-equity ratio is 5.1x, meaning the company holds roughly $5.10 in total debt for every $1.00 of equity. The current ratio is 0.8x, which indicates that short-term liabilities exceed the company's liquid assets. Free cash flow was roughly negative $394.0 million, and stock-based compensation (SBC) represented roughly 22.4% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement. The case for ServiceNow ServiceNow provides an artificial intelligence platform designed to connect data and workflows to automate business processes for modern enterprises. ...