Nvidia's CEO has justification to be optimistic about the company he manages.Fool.com contributor Parkev Tatevosian reveals shocking comments made by Nvidia (NVDA 2.57%) CEO Jensen Huang, and what it could mean for investors. *Stock prices used were the afternoon prices of May 22, 2024. The video was published on May 24, 2024. ...

Group 1: Investment Interest - Several hedge funds, including Bridgewater Associates, Tiger Global Management, and Soros Fund Management, are increasing their positions in Alphabet [1] - The stock has seen significant interest, with a 25% increase in 2024 and over 15% rise since the last 13F filing [4] Group 2: Business Segments - Alphabet's business can be analyzed through two main segments: advertising and artificial intelligence (AI) [2] - Advertising revenue constituted 77% of Alphabet's total revenue in Q1, highlighting its importance [2] Group 3: AI and Cloud Computing - Alphabet has improved its AI product launches, with new technologies generating consumer interest, particularly through features like AI summaries in Google searches [3] - Google Cloud, with a 28% year-over-year revenue increase in Q1, is a preferred choice for AI developers, with 90% of generative AI unicorns as customers [4] Group 4: Valuation - Alphabet's stock trades at a forward price-to-earnings (P/E) ratio of 23, slightly above the S&P 500's 21.6 [5][7] - Given Alphabet's growth prospects, the premium valuation is justified, suggesting it may outperform the S&P 500 in the long term [8]

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. ...

Group 1: Eli Lilly - Eli Lilly's shares increased by 59% in 2023 and are up nearly 40% year-to-date, indicating strong momentum [2] - The company's weight-loss drug Zepbound generated over $517 million in sales in Q1 2024, following its U.S. approval in November 2023 [2] - Mounjaro, another drug from Lilly, saw sales more than triple year-over-year in Q1 to $1.8 billion [2] - Positive results from a late-stage study for tirzepatide as a treatment for obstructive sleep apnea were reported, with plans for regulatory filings [3] - Lilly's pipeline includes candidates for Alzheimer's, autoimmune diseases, and metabolic disorders, suggesting continued growth potential [4] Group 2: Novo Nordisk - Novo Nordisk's shares have risen by 28% in 2023, with total returns exceeding 140% since 2022 [5] - The company reported a 22% year-over-year sales increase in Q1 to 65.3 billion Danish kroner ($9.8 billion) and a 28% increase in earnings to 25.4 billion Danish kroner ($3.8 billion) [6] - For the full year, Novo Nordisk projects operating profit growth of 22% to 30%, excluding foreign currency impacts [6] - The weight loss candidate amycretin showed promising early trial results, with participants losing an average of 13% of body weight in 12 weeks [7] Group 3: Vertex Pharmaceuticals - Vertex Pharmaceuticals has a monopoly in the cystic fibrosis market and has delivered strong financial results over the past decade [8] - The company recently received regulatory approval for Casgevy, a gene-editing therapy for sickle cell disease and beta-thalassemia, indicating significant sales potential [8] - Vertex is expanding its pipeline with new treatments, including suzetrigine for acute pain and Inaxaplin for kidney disease, with meaningful progress expected in the next year [9]

Capable Arm chips are coming to Windows PCs, putting Intel's market share at risk.Chip giant Intel (INTC 2.13%) launched the first of its Core Ultra laptop CPUs, codenamed Meteor Lake, last December. Meteor Lake brought a bunch of changes all at once:It moved to a disaggregated architecture, with the chips split into tiles that each use a different manufacturing process.The compute tile marked the debut of the Intel 4 process, the second of five process nodes that are part of Intel's plan to retake manufact ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lululemon Athletica. 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. ...

Two prominent artificial intelligence (AI) companies are set to report their latest financial results next month.The benchmark S&P 500 is trading at a record high, driven in part by a strong earnings season for the first quarter of 2024. Nearly 80% of companies so far delivered better results than Wall Street expected, according to FactSet.Earnings season is currently winding down, but a few prominent companies have yet to report. CrowdStrike (CRWD 2.66%) and Broadcom (AVGO 1.04%) have a strong track record ...

Core Viewpoint - The launch of Apple's Vision Pro headset presents a potential growth opportunity, but its current demand and pricing may limit its impact on the company's overall earnings [1][6]. Group 1: Vision Pro Headset Overview - Apple's Vision Pro headsets are priced at $3,499, which is considered steep even for its customer base [2]. - The headset is believed to have significant potential in enterprise applications, such as using digital twins to enhance industrial processes and reduce costs [2][3]. - Despite the potential, the demand for the headsets is currently weak, with Apple reducing its sales forecast from 700,000-800,000 units to 400,000-450,000 units for the year [4]. Group 2: Market Comparison and Challenges - In comparison, Meta Platforms has sold tens of millions of its Quest headsets at much lower prices, making it challenging for Apple to justify the premium pricing of the Vision Pro [4]. - Adoption of the Vision Pro in business settings may require additional training and integration with existing systems, adding to the complexity and costs [5]. Group 3: Financial Implications - For the Vision Pro to contribute even 1% to Apple's revenue, over 1 million units would need to be sold annually at the current price, which is a significant challenge given the competitive landscape [6]. - Apple generated $382 billion in revenue over the past 12 months, indicating that the Vision Pro's impact on earnings may be limited even if it becomes successful [6]. Group 4: Overall Company Outlook - Despite the uncertainties surrounding the Vision Pro, Apple remains a strong investment due to its loyal customer base, growing services business, and substantial cash flow, including a $110 billion stock buyback plan [7].

Core Viewpoint - Walmart's strong Q1 results indicate potential for continued stock growth, driven by attracting higher-income consumers and maintaining its competitive pricing strategy [1][5]. Financial Performance - Walmart's Q1 revenue increased by 6% to $161.5 billion, with adjusted EPS rising by 22% to $0.60 [2]. - U.S. store sales grew nearly 5% to $108.7 billion, with same-store sales up 3.8%, primarily due to increased transactions [2]. - International sales rose 12% to $29.8 billion, with a nearly 11% increase in constant currencies, driven by strong performances in Mexico, China, and India [2]. Sales Channels - Sam's Club U.S. sales increased nearly 5% to $21.4 billion, with same-store sales (excluding fuel) rising 4.4% [3]. - E-commerce sales for Walmart grew by 22%, while Sam's Club's e-commerce sales increased by 18% [2][3]. Future Outlook - Walmart forecasts Q2 sales growth between 3% to 4.5% and expects full-year sales to be at the high end of its previous guidance of 3% to 4% [3]. - The company anticipates full-year adjusted EPS to be at the high end or slightly above its prior outlook of $2.23 to $2.37 [3]. Consumer Engagement Strategy - Walmart is successfully attracting higher-income consumers by enhancing convenience through services like pick-up and delivery, and by offering higher-quality products [5][6]. - The Walmart+ membership program is growing rapidly, contributing to the attraction of upper-income customers [6]. Investment Consideration - The stock is currently trading at a forward P/E of approximately 26.5, above its historical average of around 20 [7]. - There is potential for the stock to grow further if Walmart continues to attract higher-end consumers and exceeds EPS expectations [7][8].

Like Amazon, MercadoLibre has become an e-commerce conglomerate with separate businesses that bolster one another and function separately.Many investors lament missing out on Amazon. Few predicted it would evolve from an online bookseller into a retail behemoth. Nobody could have predicted that it would pioneer a cloud computing business.The list of those with regrets includes Warren Buffett, who said he was "too dumb" to invest before buying shares in 2019. This shows that missed opportunities are also a p ...