Paul Souders/DigitalVision via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management’s 13F portfolio on a quarterly basis. It is based on Al Gore’s regulatory 13F Form filed on 05/14/2026. Please visit our Tracking Al Gore’s Generation Investment Management Portfolio series to get an idea of their investment philosop...
Paul Souders/DigitalVision via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management’s 13F portfolio on a quarterly basis. It is based on Al Gore’s regulatory 13F Form filed on 05/14/2026. Please visit our Tracking Al Gore’s Generation Investment Management Portfolio series to get an idea of their investment philosophy and our previous update for the fund’s moves during Q4 2025. This quarter, Al Gore’s 13F portfolio value decreased from $14.42B to $11.16B. The number of positions decreased from 33 to 29. The top five stakes are Microsoft, Danaher, Amazon.com, Mercadolibre, and Alphabet. They account for ~49% of the total 13F portfolio value. Al Gore’s books are good precursors for anyone interested in investing based on sustainability analysis. New Stakes: Intuit Inc. ( INTU ): INTU is a 3.19% of the portfolio position established this quarter at prices between ~$349 and ~$662. The stock currently trades just below that range at ~$348. Sea Limited ( SE ): The very small 0.07% of the portfolio stake in SE was purchased during the quarter. Stake Disposals: Salesforce Inc. ( CRM ): CRM was a 5.10% of the portfolio position purchased during Q3 2025 at prices between ~$227 and ~$277. There was a ~52% stake increase during the last quarter at prices between ~$222 and ~$269. The disposal this quarter was at prices between ~$174 and ~$268. The stock currently trades at ~$180. Agilent Technologies ( A ) : Agilent was a ~4% of the portfolio position purchased during Q3 2024 at prices between ~$125 and ~$148. The next quarter saw a ~37% stake increase at prices between ~$126 and ~$146. There was a ~20% stake increase during Q1 2025 at prices between ~$114 and ~$154. The next quarter saw another ~16% stake increase at prices between ~$96 and ~$123. There was a one-third selling during the last quarter at prices between ~$128 and ~$160. The elimination this quarter was at prices between ~$110 and ~...
These are excellent companies, but only one can be the better stock to buy in this comparison. 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published...
These are excellent companies, but only one can be the better stock to buy in this comparison. 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026. Should you buy stock in Microsoft right now? Before you buy stock in Microsoft, 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 Microsoft 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 $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% 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 20, 2026. Parkev Tatevosian, CFA has positions in Microsoft. The Motley Fool has positions in and recommends Apple and Microsoft. 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. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Earnings Call Insights: Intuit (INTU) Q3 fiscal 2026 Management View "We delivered strong overall results this quarter with Q3 revenue growing 10% as we made significant progress executing on our AI-driven expert platform strategy." (CEO, President & Chairman Sasan Goodarzi) "As a result, we're raising total company guidance for revenue and all non-GAAP metrics for the full fiscal year." (CEO, Pre...
Earnings Call Insights: Intuit (INTU) Q3 fiscal 2026 Management View "We delivered strong overall results this quarter with Q3 revenue growing 10% as we made significant progress executing on our AI-driven expert platform strategy." (CEO, President & Chairman Sasan Goodarzi) "As a result, we're raising total company guidance for revenue and all non-GAAP metrics for the full fiscal year." (CEO, President & Chairman Goodarzi) "We also experienced headwinds with the most price-sensitive segment of DIY filers in TurboTax." (CEO, President & Chairman Goodarzi) "We expect TurboTax Live customers to grow 38% this year" and "we expect TurboTax Live revenue to grow 36% this year"; "TurboTax Live will, therefore, represent over half of TurboTax revenue." (CEO, President & Chairman Goodarzi) "We faced pressure among the most price-sensitive DIY filers earning less than $50,000 a year. We lost on price." (CEO, President & Chairman Goodarzi) "We are reducing our full-time workforce by 17% to simplify our organizational structure to become a faster, leaner and more focused company." (CEO, President & Chairman Goodarzi) "Our third quarter results include revenue of $8.6 billion, up 10%; GAAP operating income of $4 billion versus $3.7 billion last year; non-GAAP operating income of $4.7 billion versus $4.3 billion last year; GAAP diluted earnings per share of $11.09 versus $10.02 a year ago; and non-GAAP diluted earnings per share of $12.80 versus $11.65 last year." (Executive VP & CFO Sandeep Aujla) Outlook "We are raising total company guidance for revenue and all non-GAAP metrics for the full fiscal year" with "total company revenue of $21.341 billion to $21.374 billion" and "non-GAAP diluted earnings per share of $23.80 to $23.85." (Executive VP & CFO Aujla) "Our guidance for the fourth quarter of fiscal 2026 includes total company revenue growth of 11% to 12%" and "non-GAAP earnings per share of $3.56 to $3.62." (Executive VP & CFO Aujla) "Guidance for GAAP metrics includes $3...
The company has also reportedly scaled back some metaverse-related efforts while increasing employee expectations around the use of AI tools in day-to-day work. Earlier this year, Zuckerberg said Meta expects to spend between $115 billion and $135 billion in 2026, with much of that investment tied to AI and data center expansion as the company competes with rivals including OpenAI , Alphabet Inc.'...
The company has also reportedly scaled back some metaverse-related efforts while increasing employee expectations around the use of AI tools in day-to-day work. Earlier this year, Zuckerberg said Meta expects to spend between $115 billion and $135 billion in 2026, with much of that investment tied to AI and data center expansion as the company competes with rivals including OpenAI , Alphabet Inc.'s Google and Anthropic . Meta had previously disclosed plans to eliminate thousands of jobs and close about 6,000 open positions as it reallocates resources toward AI infrastructure and development. Janelle Gale , Meta's head of human resources, reportedly said the new groups would operate with "AI-native" structures and leaner management layers aimed at improving efficiency and productivity. Meta informed employees on Monday that about 7,000 workers would be reassigned into four newly created AI organizations focused on building AI-powered products and tools, the New York Times reported, citing an internal memo. Meta Platforms, Inc. is reportedly reshaping its workforce around artificial intelligence by moving thousands of employees into new AI-focused divisions while simultaneously cutting roughly 8,000 jobs as CEO Mark Zuckerberg accelerates the company's massive AI ambitions. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story Continues Photo: FotoField on Shutterstock.com Read Next: Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, ...
Tesla is navigating a sharp profit drop, price cuts and a strategic pivot toward autonomy and AI after its latest quarterly report. What the mixed signals in growth, margins and strategy could mean for shareholders. Tesla Inc is back in the spotlight after its latest quarterly earnings showed a steep profit decline and ongoing margin pressure, while management doubled down on a long-term pivot tow...
Tesla is navigating a sharp profit drop, price cuts and a strategic pivot toward autonomy and AI after its latest quarterly report. What the mixed signals in growth, margins and strategy could mean for shareholders. Tesla Inc is back in the spotlight after its latest quarterly earnings showed a steep profit decline and ongoing margin pressure, while management doubled down on a long-term pivot toward autonomous driving, AI and a next-generation vehicle platform, according to the company’s first-quarter 2026 results published on 04/23/2026 on its investor site Tesla investor relations as of 04/23/2026 and coverage by Reuters as of 04/23/2026. As of: 05/21/2026 By the editorial team – specialized in equity coverage. At a glance Name: TSLA TSLA Sector/industry: Electric vehicles, energy, technology Electric vehicles, energy, technology Headquarters/country: Austin, United States Austin, United States Core markets: North America, Europe, China North America, Europe, China Key revenue drivers: Vehicle sales, software and services, energy solutions Vehicle sales, software and services, energy solutions Home exchange/listing venue: Nasdaq (ticker: TSLA) Nasdaq (ticker: TSLA) Trading currency: US dollar (USD) Tesla Inc: core business model Tesla Inc operates as an electric vehicle and clean energy company with a focus on designing, producing and selling battery-powered cars, related software and energy solutions. Its core automotive business spans sedans, SUVs and performance models, supported by direct-to-consumer sales and a proprietary charging network, according to the company’s 2025 annual report released on 02/26/2026 on its website Tesla investor relations as of 02/26/2026. The company’s model relies on tight vertical integration, from powertrain and battery technology to software, autonomous driving systems and over-the-air updates, which seek to create recurring service and software revenue on top of vehicle sales. This combination aims to differentiate Tesla from ...
The company has also reportedly scaled back some metaverse-related efforts while increasing employee expectations around the use of AI tools in day-to-day work. Earlier this year, Zuckerberg said Meta expects to spend between $115 billion and $135 billion in 2026, with much of that investment tied to AI and data center expansion as the company competes with rivals including OpenAI , Alphabet Inc.'...
The company has also reportedly scaled back some metaverse-related efforts while increasing employee expectations around the use of AI tools in day-to-day work. Earlier this year, Zuckerberg said Meta expects to spend between $115 billion and $135 billion in 2026, with much of that investment tied to AI and data center expansion as the company competes with rivals including OpenAI , Alphabet Inc.'s Google and Anthropic . Meta had previously disclosed plans to eliminate thousands of jobs and close about 6,000 open positions as it reallocates resources toward AI infrastructure and development. Janelle Gale , Meta's head of human resources, reportedly said the new groups would operate with "AI-native" structures and leaner management layers aimed at improving efficiency and productivity. Meta informed employees on Monday that about 7,000 workers would be reassigned into four newly created AI organizations focused on building AI-powered products and tools, the New York Times reported, citing an internal memo. Meta Platforms, Inc. is reportedly reshaping its workforce around artificial intelligence by moving thousands of employees into new AI-focused divisions while simultaneously cutting roughly 8,000 jobs as CEO Mark Zuckerberg accelerates the company's massive AI ambitions. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story Continues Photo: FotoField on Shutterstock.com Read Next: Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, ...
Micron's (NASDAQ: MU) stock has soared over the previous few years, but has been down in recent days. 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was pu...
Micron's (NASDAQ: MU) stock has soared over the previous few years, but has been down in recent days. 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026. Should you buy stock in Micron Technology right now? Before you buy stock in Micron Technology, 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 Micron Technology 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 $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% 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 20, 2026. Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. 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. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Astera Labs (NasdaqGS:ALAB) reported strong quarterly results, with revenue growth linked to demand for its AI infrastructure products. The company highlighted robust interest in PCIe 6 connectivity and expanding AI data center solutions. At the J.P. Morgan Global Technology, Media an...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Astera Labs (NasdaqGS:ALAB) reported strong quarterly results, with revenue growth linked to demand for its AI infrastructure products. The company highlighted robust interest in PCIe 6 connectivity and expanding AI data center solutions. At the J.P. Morgan Global Technology, Media and Communications Conference, CEO Jitendra Mohan presented new networking solutions for AI driven data centers. These updates position Astera Labs as a key provider in next generation data center technologies. Astera Labs focuses on connectivity and networking solutions that help move data efficiently inside AI focused data centers. With AI workloads putting heavy pressure on bandwidth and latency, interest in PCIe 6 and related interconnect technologies has become a central theme for chipmakers, cloud providers and infrastructure vendors. In that context, the company’s latest quarter put a spotlight on how its product lineup ties directly into current AI spending. For investors following AI infrastructure, the combination of reported revenue growth and newly announced networking products provides more detail on how Astera Labs is working to build its role in large scale data centers. The conference appearance also offers an additional data point on how management is positioning the company’s technology as AI deployments expand and hardware requirements become more demanding. Stay updated on the most important news stories for Astera Labs by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Astera Labs. NasdaqGS:ALAB 1-Year Stock Price Chart See which insiders are buying and buying and selling Astera Labs following this latest news. Quick Assessment ❌ Price vs Analyst Target : At US$287.48, the stock trades about 18% above the US$244.09 consensus price target. ❌ Simply Wall St Valuation : Shares are trading around ...
Junk debt is beating just about everything else in fixed-income markets after surging yields wiped out gains on most other bonds. Yet with high-yield credit spreads near two-decade lows, investor unease is building. The lower-rated notes extended their outperformance over investment-grade bonds this week to the most so far in 2026 at 1.6 percentage points, according to Bloomberg indexes tracking g...
Junk debt is beating just about everything else in fixed-income markets after surging yields wiped out gains on most other bonds. Yet with high-yield credit spreads near two-decade lows, investor unease is building. The lower-rated notes extended their outperformance over investment-grade bonds this week to the most so far in 2026 at 1.6 percentage points, according to Bloomberg indexes tracking global debt. The juicier spreads on junk debt, which compensate investors for taking greater default risk, have cushioned the blow from a global bond selloff over the past week. That’s helped the speculative-grade debt keep year-to-date returns positive — unlike for most sovereign or investment-grade securities. The outperformance of junk debt signals that investors expect major economies will be able to weather higher interest rates at current levels. The rapid pivot by traders to price in central bank rate hikes - with swap markets now implying a probable rate-increase by the Federal Reserve too — has increased the appeal of junk debt that’s typically shorter in maturity and therefore less sensitive to rising yields. But with junk spreads not far from the 2007 lows touched in January despite war in the Middle East, budding stagflation risks and rising defaults in private credit, some investors are questioning the exuberance that allowed even several of the riskiest borrowers to tap markets recently. “Investors have cash they want to put to work at 6% to 8% and these deals are performing well when they come to market,” said Catherine Braganza , a senior high-yield portfolio manager at Insight Investment Management. “But there’s a lingering concern that next year investors may look back and question these decisions.” Cracks in broader junk debt markets aren’t hard to find and the potential for spillover effects to broader markets is ever present as happened late last year when US auto-part supplier First Brands Group filed for bankruptcy. As much as $62 billion of leveraged ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Astera Labs (NasdaqGS:ALAB) reported strong quarterly results, with revenue growth linked to demand for its AI infrastructure products. The company highlighted robust interest in PCIe 6 connectivity and expanding AI data center solutions. At the J.P. Morgan Global Technology, Media an...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Astera Labs (NasdaqGS:ALAB) reported strong quarterly results, with revenue growth linked to demand for its AI infrastructure products. The company highlighted robust interest in PCIe 6 connectivity and expanding AI data center solutions. At the J.P. Morgan Global Technology, Media and Communications Conference, CEO Jitendra Mohan presented new networking solutions for AI driven data centers. These updates position Astera Labs as a key provider in next generation data center technologies. Astera Labs focuses on connectivity and networking solutions that help move data efficiently inside AI focused data centers. With AI workloads putting heavy pressure on bandwidth and latency, interest in PCIe 6 and related interconnect technologies has become a central theme for chipmakers, cloud providers and infrastructure vendors. In that context, the company’s latest quarter put a spotlight on how its product lineup ties directly into current AI spending. For investors following AI infrastructure, the combination of reported revenue growth and newly announced networking products provides more detail on how Astera Labs is working to build its role in large scale data centers. The conference appearance also offers an additional data point on how management is positioning the company’s technology as AI deployments expand and hardware requirements become more demanding. Stay updated on the most important news stories for Astera Labs by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Astera Labs. NasdaqGS:ALAB 1-Year Stock Price Chart See which insiders are buying and buying and selling Astera Labs following this latest news. Quick Assessment ❌ Price vs Analyst Target : At US$287.48, the stock trades about 18% above the US$244.09 consensus price target. ❌ Simply Wall St Valuation : Shares are trading around ...
Texas Democrat Wants A Prison Camp for 'American Zionists' A San Antonio Democrat running for Congress has proposed turning a federal immigration detention facility into an internment camp for "American Zionists,” and that is only the beginning of what she has been saying out loud. Maureen Galindo, a candidate in Texas' newly redrawn 35th Congressional District, faces a Democratic primary runoff n...
Texas Democrat Wants A Prison Camp for 'American Zionists' A San Antonio Democrat running for Congress has proposed turning a federal immigration detention facility into an internment camp for "American Zionists,” and that is only the beginning of what she has been saying out loud. Maureen Galindo, a candidate in Texas' newly redrawn 35th Congressional District, faces a Democratic primary runoff next week against former Bexar County Public Information Officer Johnny Garcia. Maureen Galindo With early voting running through Friday, May 22, she has managed to make national headlines for all the wrong reasons . In an Instagram post written in the third person, Galindo declared that she'll “turn Karnes ICE Detention Center into a prison for American Zionists and former ICE officers for human trafficking." The same post described the South San Antonio facility as "a castration processing center for pedophiles, which will probably be most of the Zionists." The Karnes facility currently serves as an immigration detention center that the Trump administration has used to house migrants. This is not a one-off outburst. Galindo has built her campaign around the assertion that Garcia, her Democratic opponent, is a participant in a human trafficking conspiracy orchestrated by "billionaire Zionist Jews." She has vowed to put him "on trial" for treason. Her broader worldview is a litany of antisemitic tropes, including the claims that Jewish Zionists control Hollywood, the media, and local politicians. "I think it's actually the Zionists who are putting Jewish people at the most risk," Galindo said last week, framing her remarks as ideological criticism rather than ethnic targeting. Jewish community leaders in San Antonio are not buying the semantic wall she is trying to erect between her words and their plain meaning. The San Antonio Jewish Federation responded with a formal statement: "The JFSA strongly condemns the spread of antisemitic tropes and conspiracy theories in public ...
Hawaii-based Outrigger Resorts & Hotels says demand for luxury beach holidays is recovering after early travel jitters linked to the Middle East conflict. “We did see early on some cancellations and a little bit of disruption, but since then, it’s starting to recover quite nicely,” Jeff Wagoner , chief executive officer of Outrigger Hospitality Group, said in an interview in Bangkok. Thailand is O...
Hawaii-based Outrigger Resorts & Hotels says demand for luxury beach holidays is recovering after early travel jitters linked to the Middle East conflict. “We did see early on some cancellations and a little bit of disruption, but since then, it’s starting to recover quite nicely,” Jeff Wagoner , chief executive officer of Outrigger Hospitality Group, said in an interview in Bangkok. Thailand is Outrigger’s largest market outside the Aloha state. The upbeat outlook comes even as airlines warn of softer travel demand and rising costs linked to the conflict. Carriers across Asia have flagged weaker bookings, higher fuel prices and disruptions to travel flows as geopolitical tensions weigh on consumer sentiment. The contrast highlights a growing divide in the tourism industry, where operators catering to affluent travelers appear to be holding up better than the broader market. The trend matters for Thailand, where tourism accounts for roughly one-fifth of the economy and remains a major source of growth and employment. Outrigger’s portfolio is concentrated in beach resorts and higher-end leisure travel, segments that have historically rebounded faster than mass-market tourism during downturns. The chain focuses on so-called “barefoot luxury,” blending upscale accommodations with a more relaxed atmosphere. Forward bookings at the company’s Thailand properties are now up 3.5% from a year ago, while demand in the Maldives is more than 9% stronger. In Fiji, where Wagoner said bookings haven’t really been affected by the war, advance reservations posted double-digit growth. Globally, the luxury leisure market is already up 5%, according to Wagoner. Thailand Rolls Back Welcome Mat for Most Foreign Tourists Thai Hotel Chain Leans on Asian Guests as War Disrupts Travel Luxury Hotels in Thailand Cut Prices as War Keeps Tourists Away For Thailand, the tourism-dependent country is still struggling to revive a sector that accounts for roughly one-fifth of the economy. The governm...
Retail investors are eagerly anticipating the SpaceX IPO. 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026. Should you buy stoc...
Retail investors are eagerly anticipating the SpaceX IPO. 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026. Should you buy stock in Invesco QQQ Trust right now? Before you buy stock in Invesco QQQ Trust, 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 Invesco QQQ Trust 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 $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% 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 20, 2026. 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. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) has come under pressure after a sector wide semiconductor selloff, with investors reacting to valuation concerns, profit taking after an AI fueled rally, and caution ahead of major chip earnings. See our latest analysis for QUALCOMM. That sec...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) has come under pressure after a sector wide semiconductor selloff, with investors reacting to valuation concerns, profit taking after an AI fueled rally, and caution ahead of major chip earnings. See our latest analysis for QUALCOMM. That sector wide pullback comes after a sharp run up, with a 30 day share price return of 47.29% and a 1 year total shareholder return of 37.00%. This suggests momentum has been strong but is now being tested. If you are looking beyond QUALCOMM and want to see what else is moving in the chip and AI space, this is a good time to scan 44 AI infrastructure stocks With QUALCOMM now trading at a premium to its average analyst price target and carrying a modest value score of 3, you have to ask yourself whether this AI fueled chip stock is still mispriced or whether the market is already accounting for years of future growth in its valuation. Most Popular Narrative: 32.5% Undervalued According to the most followed narrative, QUALCOMM’s fair value of $300 sits well above the last close at $202.55, which sets up a clear valuation gap for investors to interrogate. Qualcomm (QCOM) delivered a strong start to FY2025, posting record revenues of $11.7 billion (+18% YoY) and EPS growth of 24% YoY to $3.41. The company’s handset, automotive (+61% YoY), and IoT (+36% YoY) segments drove top-line expansion, while $2.7 billion was returned to shareholders through buybacks and dividends. Read the complete narrative. Want to see what sits behind that $300 fair value? The narrative leans heavily on segment momentum, expanding margins, and AI driven hardware penetration across handsets, PCs, automotive, and IoT. Result: Fair Value of $300 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as premium pricing compared ...
Richard Drury/DigitalVision via Getty Images Thesis Summary Back in March, I downgraded ZIM Integrated Shipping Services ( ZIM ) after the stock surged on the proposed Hapag-Lloyd acquisition. At the time, the risk/reward no longer looked attractive, and insiders were selling aggressively. Now, ZIM has reported weak Q1 results , with both freight rates and carried volumes declining sharply, though...
Richard Drury/DigitalVision via Getty Images Thesis Summary Back in March, I downgraded ZIM Integrated Shipping Services ( ZIM ) after the stock surged on the proposed Hapag-Lloyd acquisition. At the time, the risk/reward no longer looked attractive, and insiders were selling aggressively. Now, ZIM has reported weak Q1 results , with both freight rates and carried volumes declining sharply, though this was expected. But the stock has barely moved, and that shows the worst may have been priced in already. On top of that, there’s plenty to be excited about moving forward, as freight rates have started recovering again. While upside may be capped here, I am upgrading ZIM to a Hold. ZIM Q1 Overview It was not a good quarter for ZIM; that much is obvious. Revenue was down 30% YoY, $1.4 billion, while both average freight and carried volume fell sequentially. ZIM in charts (SA) As most investors know, container shipping is an extremely cyclical industry, and the market already knew rates had collapsed from the elevated levels seen throughout 2024 and early 2025. On the bright side, ZIM actually generated a positive operating cash flow of $263 million and free cash flow of $235 million during the quarter. Net leverage remains manageable at 1.7x, and ZIM still holds roughly $2.5 billion in total liquidity. The Market Is Looking Beyond This Despite a weak quarter, ZIM is only down around 1% as I write this, and this might be due to the outlook presented by management. The company has seen improved conditions on the Transpacific trade lane, and believes both freight rates and demand are strengthening again. The key thing to remember is that ZIM remains one of the highest-beta shipping plays in the market. It’s exposed to change in freight rates, and when they move up, ZIM tends to shoot up too. Arguably, we could be at the bottom of the cycle, or at least this is what the ISM manufacturing PMI shows. ISM PMI (Macromicro) LNG Is Still A Major Advantage The recent spike in crud...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) has come under pressure after a sector wide semiconductor selloff, with investors reacting to valuation concerns, profit taking after an AI fueled rally, and caution ahead of major chip earnings. See our latest analysis for QUALCOMM. That sec...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) has come under pressure after a sector wide semiconductor selloff, with investors reacting to valuation concerns, profit taking after an AI fueled rally, and caution ahead of major chip earnings. See our latest analysis for QUALCOMM. That sector wide pullback comes after a sharp run up, with a 30 day share price return of 47.29% and a 1 year total shareholder return of 37.00%. This suggests momentum has been strong but is now being tested. If you are looking beyond QUALCOMM and want to see what else is moving in the chip and AI space, this is a good time to scan 44 AI infrastructure stocks With QUALCOMM now trading at a premium to its average analyst price target and carrying a modest value score of 3, you have to ask yourself whether this AI fueled chip stock is still mispriced or whether the market is already accounting for years of future growth in its valuation. Most Popular Narrative: 32.5% Undervalued According to the most followed narrative, QUALCOMM’s fair value of $300 sits well above the last close at $202.55, which sets up a clear valuation gap for investors to interrogate. Qualcomm (QCOM) delivered a strong start to FY2025, posting record revenues of $11.7 billion (+18% YoY) and EPS growth of 24% YoY to $3.41. The company’s handset, automotive (+61% YoY), and IoT (+36% YoY) segments drove top-line expansion, while $2.7 billion was returned to shareholders through buybacks and dividends. Read the complete narrative. Want to see what sits behind that $300 fair value? The narrative leans heavily on segment momentum, expanding margins, and AI driven hardware penetration across handsets, PCs, automotive, and IoT. Result: Fair Value of $300 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as premium pricing compared ...
Energy demand is soaring, and that's great news for Plug Power (NASDAQ: PLUG). 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026...
Energy demand is soaring, and that's great news for Plug Power (NASDAQ: PLUG). 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 » *Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026. Should you buy stock in Plug Power right now? Before you buy stock in Plug Power, 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 Plug Power 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 $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% 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 20, 2026. 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. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Riot Platforms (NasdaqCM:RIOT) is expanding its role in the AI value chain as AMD confirms a major 10 year AI infrastructure expansion at data centers operated by Riot. AMD plans to double its capacity at Riot facilities, signaling concrete AI related demand...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Riot Platforms (NasdaqCM:RIOT) is expanding its role in the AI value chain as AMD confirms a major 10 year AI infrastructure expansion at data centers operated by Riot. AMD plans to double its capacity at Riot facilities, signaling concrete AI related demand beyond Riot's core bitcoin mining business. Bernstein analysts have recently assigned outperform ratings, pointing to Riot's access to power rich data center hubs as a key advantage for AI workloads. For investors tracking NasdaqCM:RIOT, the story is no longer only about bitcoin mining. The stock trades at $23.67 and has gained 67.2% year to date and 167.8% over the past year, reflecting interest in companies tied to both digital assets and AI infrastructure. The newly confirmed AMD deal gives clearer operational context to that market attention. Riot's move into AI data centers could change how you think about its risk and opportunity mix, blending bitcoin exposure with contracted AI infrastructure demand. With a 10 year expansion option now exercised by AMD, the company is tying more of its business to supplying power and capacity for high intensity computing. That dual focus may appeal to investors looking for a way to connect crypto infrastructure with AI themes in a single stock. Stay updated on the most important news stories for Riot Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Riot Platforms. NasdaqCM:RIOT Earnings & Revenue Growth as at May 2026 1 thing going right for Riot Platforms that this headline doesn't cover. Quick Assessment ⚖️ Price vs Analyst Target : At $23.67, Riot trades about 5% below the $24.92 consensus target, sitting inside the analysts' $12.90 to $30.00 range. ⚖️ Simply Wall St Valuation : Valuation status is listed as unknown, so treat current pricing as undecided r...
Nvidia founder and CEO Jensen Huang is, perhaps, one of the greatest corporate hype men of all time when it comes to his company. He may even surpass Salesforce’s Marc Benioff when it comes to relentless optimism in his company’s future and revenues. Even so, he delivers on the hype, quarter after quarter. Instead of cautioning you to view the proclamation that he’s found a “brand new $200 billion...
Nvidia founder and CEO Jensen Huang is, perhaps, one of the greatest corporate hype men of all time when it comes to his company. He may even surpass Salesforce’s Marc Benioff when it comes to relentless optimism in his company’s future and revenues. Even so, he delivers on the hype, quarter after quarter. Instead of cautioning you to view the proclamation that he’s found a “brand new $200 billion TAM for Nvidia” with skepticism, I’d argue he’s earned a bit of trust. Huang positioned this massive new market at the feet of Nvidia’s new CPU product, Vera, which was introduced in March. Speaking on Wednesday’s earnings call — after Nvidia posted another record-breaking quarter with $81.6 billion in revenue and forecast $91 billion for the next — Huang pitched Vera as a potentially transformative product. And one that already has promising sales figures. But no matter how well Nvidia delivers, Wall Street harbors anxiety over what will knock Nvidia from its perch. Lately, such fears have centered on the CPU. Nvidia is the king of the GPU, whereas historically the CPU markets were owned by companies like Intel and AMD. (Nvidia has made CPUs previously, of course, but that’s not its core business.) For example, last month Amazon Web Services crowed about a giant contract it signed with Meta for millions of Amazon’s homegrown AI CPUs. Amazon CEO Andy Jassy has been clear that he thinks AWS can do AI chips, both GPUs and CPUs, at least as well, and possibly better than Nvidia. But now, with the Vera CPU, which is sold alone and bundled with its Rubin GPU, Huang believes he’s unlocked “a major new growth driver” for his company because Vera is, he believes, “the world’s first CPU, purpose-built for agentic AI,” Huang said on the call. “Vera opens a brand new $200 billion TAM for Nvidia, a market we have never addressed before, and every major hyperscaler and system maker is partnering with us to deploy it. The world is rebuilding computing for agentic AI and robotic physical...