Core Insights - The adoption of generative AI software is accelerating, with significant implications for businesses and investment opportunities [1][3][10] Group 1: Industry Overview - Generative AI technology can create original content from minimal prompts, promising to revolutionize business processes and productivity [1] - Generative AI software sales are projected to reach $318 billion by 2032, a staggering increase of 6,260% from $5 billion last year [3] Group 2: Company Analysis - Nvidia - Nvidia has been a primary beneficiary of the generative AI boom, with revenue growth exceeding 100% year over year for three consecutive quarters [2] - Continued strong growth is anticipated for Nvidia as the demand for high-end GPUs remains robust [2] Group 3: Company Analysis - Palantir Technologies - Palantir has leveraged its AI expertise to develop generative AI solutions, notably through its Artificial Intelligence Platform (AIP) [4][5] - The company is addressing the challenge businesses face in integrating AI by offering AIP "bootcamps," which have seen overwhelming demand, leading to a backlog of sessions [6] - In the first quarter, Palantir's revenue grew 21% year over year to $634 million, with U.S. commercial revenue increasing by 40% and customer growth at 69% [7] - Management has raised its full-year revenue forecast to $2.68 billion, indicating a growth rate of approximately 20% [8] Group 4: Valuation Insights - Palantir's stock trades at high multiples, including 179 times earnings and 21 times sales, which may deter some investors [9] - Despite high valuations, the company's forward price/earnings-to-growth (PEG) ratio is below 1, suggesting it may be undervalued given its growth potential [9]

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

Jensen Huang owns a lot of Nvidia stock, but who owns the second most?It should come as no surprise that Jensen Huang is the largest individual shareholder of Nvidia (NVDA 9.32%). He co-founded the company with friends back in 1993 and currently serves as its president and CEO.Huang's total stake in Nvidia currently stands at 86,827,600 shares, worth a cool $82.8 billion as of this writing. But who owns the second most shares? Nvidia's largest investors aren't who you'd expectWhen it comes to current manage ...

The stock has been a massive winner for investors over the past 10 years. Is it simply too late to buy?There's no denying that investing in Nvidia (NVDA 9.32%) stock has been a boon to long-term shareholders. The stock has gained nearly 23,000% since 2014, and its growth has recently accelerated. Shares are up 112% so far this year (as of this writing), nearly 10 times the gains of the S&P 500, adding to its relentless run.Several catalysts have conspired to send the stock higher over the past decade. Nvidi ...

Q4's results exhibited consistent organic revenue growth but it got hit by currency fluctuations and strategic divestitures.Medical technology specialist Medtronic (MDT -5.11%) released fourth-quarter and full-year data for fiscal 2024 on Thursday, May 23, that painted a nuanced financial picture.The company reported $8.59 billion in Q4 revenue which was up less than 1% year over year, yet it rose a robust 5.4% growth on an organic basis (growth not attributable to mergers and acquisitions). Medtronic's bus ...

Core Insights - The article discusses the investment positions of Parkev Tatevosian, CFA, and mentions that The Motley Fool has positions in and recommends Nvidia and Taiwan Semiconductor Manufacturing [1] Group 1 - Parkev Tatevosian has no position in any of the stocks mentioned [1] - The Motley Fool has positions in Nvidia and Taiwan Semiconductor Manufacturing, indicating a positive outlook on these companies [1] - The Motley Fool has a disclosure policy regarding its investment positions [1]

Despite an AI-driven boom for tech stocks, Snowflake's share price is down 14% over the last year.Snowflake (SNOW -6.10%) stock is losing ground in Thursday's trading. The company's share price was down 5.8% as of 3 p.m. ET, according to data from S&P Global Market Intelligence.After the market closed on Wednesday, Snowflake published the results for the first quarter of its 2025 fiscal year, which ended April 30. While the company's sales came in ahead of the market's expectations, earnings for the period ...

Nvidia topped expectations again in its first-quarter earnings report.Shares of Nvidia (NVDA 10.75%) were soaring again after the GPU superstar posted better-than-expected results in its first-quarter earnings report and offered strong guidance for the second quarter.The company also surprised investors with a 10-for-1 stock split.As a result, the stock was up 10.8% on the news as of 12:49 p.m. ET. Nvidia wows Wall Street againNvidia has been the biggest winner on the stock market in the artificial intellig ...

Here are two good reasons why Nvidia shares can keep moving higher.Nvidia's (NVDA 10.16%) latest earnings report was arguably the most highly anticipated of this earnings season. And the company didn't disappoint the lofty expectations. Revenue soared 262% compared to the prior-year period, with the data center segment once again leading the way.Sales of $26 billion in the fiscal 2025 first quarter (ended April 28) marked the fourth straight period in which the company beat its own revenue guidance by at le ...

A 27x earnings valuation and single-digit growth rate means Medtronic stock is probably going down.Medtronic (MDT -3.43%) stock slipped 2.8% through 10:15 a.m. ET this morning despite beating earnings forecasts in its fiscal Q4 2024 earnings report.Heading into earnings, analysts had the medical devices company pegged for a $1.45 per-share profit, but Medtronic "beat" by a penny, reporting $1.46 instead. Similarly, Medtronic exceeded expectations for $8.4 billion in sales by reporting $8.6 billion.And yet t ...