While its overall gains in 2024 are nothing to scoff at, Salesforce (NYSE: CRM) stock made its biggest moves of the year in the extended session between Tuesday, December 3, and Wednesday, December 4.Specifically, after an overall year-to-date (YTD) climb of 29.40% and after gaining 0.13% in the last session to close at $331.43, CRM shares rocketed 12.54% after the closing bell. Should this trend persist and the stock remains near its press time price of $373, Salesforce will open a full 45.63% in the green ...

Market Outlook - The stock market is expected to end 2024 positively, with select equities likely to see further upside [1] - Anticipated friendly policies from the upcoming Donald Trump administration are expected to drive a stock market rally [1] Netflix (NASDAQ: NFLX) - Netflix has shown impressive performance in 2024, driven by investments in original programming and strong brand loyalty [3] - The company is expanding into live streaming and local-language content to maintain its market dominance [3] - As of now, Netflix's stock has rallied 87% year-to-date, trading at $877 with a market cap of $382 billion, requiring an additional 30% upside to reach $500 billion [6] - Analysts have raised price targets for Netflix, with Maria Ripps increasing her target to $940 and Mark Mahaney raising his to $950, reflecting positive market sentiment and growth potential [7][8] - Netflix's ad-supported tier has reached 70 million monthly active users, indicating strong user engagement [4] Mastercard (NYSE: MA) - Mastercard is positioned to reach a $500 billion market capitalization, trading at $526.98 with a market cap of $485 billion, needing a 3% upside to achieve the milestone [10] - The company has demonstrated significant growth potential due to its asset-light business model and strong financial position [9] - Mastercard earns revenue primarily from transaction fees, with 63% of its revenue derived from payment processing [9] - The global network of 3.4 billion cards and 150 million merchants creates a valuable ecosystem for Mastercard [10] Conclusion - Both Netflix and Mastercard possess strong fundamentals that could drive their stocks to a $500 billion market cap by 2025 [11]

Core Viewpoint - Nio has faced significant volatility in its stock price throughout 2024, influenced by vehicle delivery figures, strategic investments, and broader market conditions [2][4]. Stock Performance - Nio's stock started 2024 at approximately $8.50, fell to $3.80 by April due to disappointing delivery figures, and briefly recovered to $5.79 in May before dropping again to $3.70 [2]. - Following a $470 million strategic investment and record delivery numbers, Nio's stock surged to $7.21 after a stimulus package announcement on September 25, but subsequently fell by 36.89% to $4.55 [2]. - Year-to-date, Nio's stock is down 45.78% [2]. Analyst Ratings and Price Targets - In the last three months, 15 market experts have provided ratings for Nio stock, with 8 'Buy' ratings, 5 'Hold' ratings, and 2 'Sell' ratings, indicating a consensus 'Moderate Buy' [3]. - The lowest price target for Nio is $3.90, representing a 14.28% downside, while the highest target is $8.90, with an average forecast of $6.01, indicating a 31.22% upside [3]. Earnings and Long-term Outlook - The Q3 2024 earnings call on November 20 left investors disappointed, but Nio's unique selling point in swappable battery technology and institutional backing suggest potential for long-term value, despite profitability being years away [4].

Core Insights - The semiconductor industry is experiencing significant growth driven by demand for AI and high-performance computing, with global sales reaching a record $55.3 billion in September 2024, marking a 10.2% quarterly growth [1] Group 1: TSMC Overview - Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest contract chip manufacturer, holding over 60% market share [4][12] - TSMC's revenue increased by 39% in Q3 2024, with net income rising by 54.2%, indicating strong operational efficiency [4][14] - The company's gross margin improved to 57.8%, up from 43.4% two years ago, attributed to strong pricing power and high utilization rates [5][14] - TSMC plans to raise prices for AI-related chips by up to 10% in 2025, which is expected to enhance profitability [5][15] - TSMC is expanding globally, including a facility in Arizona in partnership with Amkor Technology, which will improve its advanced packaging and testing capabilities [6][16] - The company faces challenges such as reliance on sustained AI infrastructure spending and geopolitical risks related to its Taiwan operations [6][7] Group 2: Intel Overview - Intel's stock has dropped nearly 50% year-to-date, with its foundry business underperforming, as Q3 revenue fell 8% year-over-year to $4.4 billion [8] - The data center and AI segment of Intel grew by 9%, contrasting sharply with AMD's 122% growth in the same area [8] - Intel is working on next-generation processors like Panther Lake, expected to launch in late 2025, and plans to restructure its foundry division into an independent subsidiary [9] - Despite challenges, Intel's lower P/E ratio of 32.96 may attract value-focused investors [9] - Intel's dependence on TSMC for critical components highlights its vulnerabilities, with domestic fabs unlikely to generate significant revenue before 2027 [10] - Analysts predict a potential recovery in the global semiconductor market, which could benefit Intel if it executes its strategy effectively [11] Group 3: Investment Outlook - TSMC is positioned as a top pick for growth-focused investors due to its market leadership, strong financials, and critical role in the AI boom [11][18] - Intel presents a speculative investment opportunity for those confident in its turnaround and leadership changes [17]

Not so long ago, in 2022, streaming innovator Netflix (NASDAQ: NFLX) reported its first loss in net subscriber count in over a decade. A well-publicized crash from roughly $700 to approximately $200 ensued, following which the business announced plans to crack down on password sharing. Wall Street equity analysts were skeptical at first.Since then, Netflix stock has been on a steady upward trajectory. At press time, the price of an NFLX share was $897.92. On a year-to-date (YTD) basis, the streaming service ...

After a year-long rebranding hiatus, Jaguar’s marketing team appears to have struck gold. Its new campaign certainly raised eyebrows and put the luxury car maker at the center of social media discussion and into the headlines.Despite the initial skepticism, the campaign appears to – at the very least – not have had no adverse effects on the stock price of Jaguar’s parent company, the Indian giant Tata Motors (NSE: TATAMOTORS), and may have even enabled modest gains.Specifically, TATAMOTORS shares are up 1.2 ...

The share price of electric vehicle manufacturer Tesla (NASDAQ: TSLA) could receive a boost in its quest to hit $400, as early reports indicate the company is on course for an outstanding quarter in China.Specifically, preliminary data from the China Passenger Car Association (CPCA) revealed that Tesla delivered 78,856 vehicles in November 2024, a 4.3% year-over-year decline.Despite the slight drop, weekly insured registrations surged to 18,600 from November 25 to December 1, marking the second-highest week ...

The artificial intelligence (AI) sector is experiencing rapid growth, with projections indicating that the global AI market could reach approximately $826.7 billion by 2030, up from $184 billion in 2024. Among the many players in this space, Amazon (NASDAQ: AMZN) and Marvell Technology (NASDAQ: MRVL) stand out for their ability to leverage AI-driven innovations, making them promising bets for exponential returns in the coming years.Amazon (NASDAQ: AMZN) stockAmazon remains a juggernaut in the tech sector, l ...

Intel’s (NASDAQ: INTC) stock price is experiencing a strong rally as investors respond positively to the announcement of a leadership change at the once-dominant semiconductor giant.As of press time, Intel’s shares were trading at $24.86, more than 3% from the previous market close. This marks a continuation of gains from the pre-market session, during which the stock surged over 5% at its peak.Despite the short-term optimism, Intel’s long-term performance tells a different story. The stock remains under si ...

While some automakers have navigated the transition away from internal combustion engines successfully, like electric vehicle trailblazer Tesla (NASDAQ: TSLA), other companies are struggling. The current EV crisis is showing no signs of stopping, and the sector is seemingly faced with a winner-takes-all scenario.Nowhere is this more apparent than in Europe, where national governments and transnational bodies have resorted to severe tariffs on Chinese EVs in order to protect local markets — although some pro ...