Key Points Companies that borrow heavily to build AI capacity are most exposed when rates rise and investors question the payoff. The memory and chip suppliers behind that spending don’t have to finance the data centers themselves. Even the stronger names carry real risks, from a board investigation at Nvidia to Palantir’s premium valuation. Motley…
Key Points With major indexes and popular ETFs becoming tech-heavy, investors need to be mindful of overlapping stocks. Investing in sector-specific ETFs is a good way to balance your portfolio and build up areas where you’re lacking. Panic selling could cause investors to miss out on valuable gains whenever the market rebounds. Motley Fool Issues…
Key Points BYD’s Q3 revenue jumped 13.6%, and net profits rose about 28% compared to the prior year. The rise in revenue ended four consecutive quarters of declines. Exporting vehicles is giving BYD a way to offset domestic struggles — but will that continue? 10 stocks we like better than BYD › BYD Co. (OTC:…
Key Points Elon Musk’s Space Exploration Technologies (SpaceX) went public in June, and it has already lost 40% of its peak value. Its stock remains expensive despite the decline, so investors can probably find better value elsewhere. Microsoft is making strides in the enterprise artificial intelligence race, and its stock looks attractively valued right now….
Key Points SpaceX’s revenue more than doubled in the third quarter, and it reported its first quarterly profit. Elon Musk expects revenue to reach between $500 billion and $1 trillion next year. SpaceX recently secured $40 billion in financing to buy Nvidia GPUs. Motley Fool Issues Rare “Total Conviction” Buy Alert › Space Exploration Technologies…
Key Points The Nasdaq Composite fell more than 10% from its highs last week. Remitly is a falling stock that will be immune to AI weakness. Amazon is a huge investor in AI infrastructure, but slowing growth should lead to better free cash flow. 10 stocks we like better than Amazon › Last week, the…
Key Points AMD delivered record sales in the third quarter and suggested that chip sales will continue to accelerate. Tech giants are still ramping up their capital expenditures, suggesting that the AI rally should continue. A big rally may emerge once negative sentiment subsides. 10 stocks we like better than Advanced Micro Devices › Being…
Key Points Multiple media outlets have reported that a woman previously associated with Nvidia’s CEO, Jensen Huang, may have been passing intelligence to China. In an email to employees, Huang acknowledged that he was “unfaithful” to his wife. Depending on what Nvidia’s board investigation finds, there could be several ramifications for the stock. Motley Fool…
Key Points Apple’s value soared 13X to $4.6 trillion under Tim Cook. The math doesn’t add up for Apple to have the same growth curve under Ternus, but there are a few ways the new CEO is already making his mark. 10 stocks we like better than Apple › When Tim Cook took the helm…
Key Points No catalyst has played a larger role in lifting the broader market than the evolution of AI. Insiders at Nvidia, Palantir Technologies, and Tesla have been undeniable sellers of their company’s stock over the trailing half-decade. Additionally, insider buying has been almost nonexistent, and historical precedent may explain why. Motley Fool Issues Rare…