How should one makes sense of the e-commerce and cloud computing behemoth?From a certain point of view, growth investors might have good reason to move on from Amazon (AMZN 0.55%) stock. Its market cap now exceeds $1.9 trillion. Since large companies face greater challenges in achieving high-percentage growth, one might achieve higher long-term returns in a smaller e-commerce stock like MercadoLibre or Sea Limited.Nonetheless, the majority of Amazon's income is from a business outside of e-commerce, and wil ...

Core Insights - CRISPR Therapeutics is gaining recognition in the gene-editing therapy sector, achieving its first regulatory approval for Casgevy, a treatment for transfusion-dependent beta-thalassemia and sickle cell disease [1][2] Group 1: Product Development and Market Position - Casgevy requires a complex administration process involving cell collection, editing, and reinsertion via stem cell transplant, which must be conducted in authorized treatment centers [2][4] - The partnership with Vertex Pharmaceuticals has been beneficial, leading to approvals in multiple regions including the U.S., Great Britain, the EU, Saudi Arabia, and Bahrain, with pending approvals in Canada and Switzerland [3][4] - The estimated target market for Casgevy includes around 35,000 eligible patients in the U.S. and Europe, and approximately 23,000 in Saudi Arabia and Bahrain [5] Group 2: Competitive Landscape and Market Potential - International markets are critical for Casgevy, especially as competing therapies like Zynteglo and Lyfgenia have already been approved in the U.S. [6] - The potential market share for Casgevy is projected to be upwards of 20%, with a treatment cost of $2.2 million per patient in the U.S., indicating a multibillion-dollar opportunity [7] Group 3: Future Growth and Pipeline - More than 25 authorized treatment centers have been activated globally, with treatments already initiated, although exact patient numbers have not been disclosed [8] - CRISPR Therapeutics and Vertex are also focusing on expanding eligibility for Casgevy to include over 100,000 additional patients who are currently ineligible [9] - The company has five non-Casgevy candidates in clinical trials targeting various diseases, with additional programs in pre-clinical development, suggesting a strong long-term growth potential [11]

One segment drives the lion's share of financial results, but there's another division that management is focused on.In the past five years, shares of Meta Platforms (META -1.73%) have climbed 149%. That's a solid return although it has been anything but a smooth ride. Shares tanked 64% in 2022 as investors became overly pessimistic about the company's prospects.Where will this "Magnificent Seven" stock be in five years? To come up with an educated guess, I think it's worthwhile to consider what could chang ...

In a shocking turn, Disney may now have a better bundle than Netflix.Netflix (NFLX -0.49%) announced a new bundle with Comcast's (CMCSA 0.31%) Peacock and Apple (AAPL 0.06%) TV+, which is the first major streaming bundle the streaming giant has been in. What makes the move interesting is that it follows a bundle between Disney (DIS 0.58%) and Warner Bros. Discovery (WBD 0.37%).Who got the best of the bundles? That's what Travis Hoium covers in this video.*Stock prices used were end-of-day prices of May 15, ...

Here's how you can profit from this game-changing technology.Just because an investment is obvious doesn't mean it's wrong. Here are three businesses that are clear leaders in the artificial intelligence (AI) market, which could eclipse $1.8 trillion by the end of the decade. That's up from roughly $280 billion today, according to Grand View Research.With so much AI-fueled growth still to come, all three of these stocks are terrific buys right now.No. 1 AI stock to buy: NvidiaAstute investors have named Nvi ...

Meta Platforms and Alphabet are stellar buys right now.Artificial intelligence (AI) stocks are still must-owns right now. The industry is rapidly changing, and new technologies and initiatives are being announced daily. However, some of the best AI stocks aren't the ones you've never heard of; they've been doing it for quite some time.Among my top artificial intelligence picks that are also familiar names are Meta Platforms (META -1.73%) and Alphabet (GOOG 0.89%) (GOOGL 0.97%). Both companies have been invo ...

Core Viewpoint - SkyWater Technologies, a small U.S.-based chip manufacturing start-up, experienced significant stock volatility following its Q1 2024 earnings update, with shares initially dropping over 30% but later rebounding slightly, still down nearly 30% pre-earnings and nearly 20% year-to-date in 2024 [1][2]. Group 1: Business Model and Revenue - SkyWater operates a unique business model where 77% of its Q1 2024 revenue came from its Advanced Technology Service (ATS), a joint development initiative with customers to address specific semiconductor manufacturing needs [2][3]. - ATS revenue increased by 28% year-over-year in Q1, contributing to a total revenue of $79.6 million, which represents a 20% increase [4]. - The ATS program is not designed to be profitable; it serves as a feeder for the Wafer Services segment, which involves manufacturing and selling researched wafer technology to customers [5]. Group 2: Financial Performance and Challenges - Wafer Services revenue was reported at $10 million in Q1, slightly exceeding expectations but down 44% year-over-year [5]. - An additional $8 million ATS charge related to a customer project impacted margins but is expected to aid in achieving profitability for the remainder of 2024 [7]. - The semiconductor manufacturing industry is currently experiencing a cyclical slump, and 2024 is viewed as a transition year for SkyWater as it ramps up ATS development before shifting to more Wafer Services in 2025 and beyond [6]. Group 3: Market Sentiment and Investment Outlook - The volatility in SkyWater's stock price reflects typical small-cap stock behavior, and caution is advised for potential investors [8]. - The company is still in a start-up phase, and it will take time to transition ATS customers to Wafer Services, which is necessary for a more substantial impact on profitability [9]. - While there is long-term potential for growth, current market conditions suggest that there are more stable investment opportunities in the semiconductor sector for new investments [10].

This dominant company has turned many shareholders into millionaires, but the future is probably going to be different.Some businesses have been so successful over such long periods of time that they have made their earliest investors extremely wealthy. Apple (AAPL 0.06%), whose shares are up 38,000% in the past two decades, is certainly one company that falls on this list.But investors who missed the boat on this dominant consumer tech titan might be wondering what the future holds. That seems to be the ri ...

These growth stocks are raking in profits and free cash flow.While some investors harbor hope of finding one or two stocks that blow up overnight and inject serious growth into their portfolio, and that can certainly happen, long-term investing often requires more patience and strategy. Investing in companies that you plan on holding for a minimum of five years, and preferably longer, is key to an investing strategy that holds up to the test of time.Buying companies you understand, and that align with your ...

Berkshire's collective cost basis in Apple, Chevron, Coca-Cola, American Express, and Occidental Petroleum is around $63 billion. The Oracle of Omaha has spent $77 billion alone buying shares of his favorite stock.When Berkshire Hathaway (BRK.A 0.37%) (BRK.B 0.09%) CEO Warren Buffett speaks, professional and everyday investors pay close attention. That's because the "Oracle of Omaha," as he's come to be known, has handily outpaced the benchmark S&P 500 in the return column over nearly six decades.Whereas th ...