The artificial intelligence (AI)-centric cloud platform represents an intriguing opportunity.The advent of artificial intelligence (AI) has changed the face of technology, and that shift is ongoing. Nvidia (NVDA -2.62%) became the market's first AI darling, as its graphics processing units (GPUs) quickly became the gold standard for running AI models and speeding data through the ether. It has soared more than 1,100% since early 2023 (as of this writing), and the stock remains within striking distance of a ...

Two analysts in two days became notably more bullish on its future.Chinese internet search king Baidu (BIDU 11.25%) was looking very regal on Wednesday, at least as far as its U.S.-listed equity was concerned. The company's American depositary receipts (ADRs) shot more than 11% higher in price on the back of two successive, bullish analyst updates in as many days. That double-digit gain came during a trading session when the S&P 500 index fell by 0.1%. Bet on Baidu, says analystWell before market open, Jeff ...

The less competition, the better.Social media company Snap (SNAP 3.23%) proved to be a popular stock on Wednesday, as news about a peer made its equity look attractive. Snap closed the day more than 3% higher in price, comparing very favorably to the slight decline of the benchmark S&P 500 index. Yet another TikTok delayTowards the end of Tuesday's trading session, President Trump issued the latest in a series of executive orders concerning TikTok, the controversial short-form video app from Chinese develop ...

The market is so focused on growth that it might be time to shift some cash into value, since the pendulum will eventually reverse its course.In 2000, the market was trading near all-time highs and was being driven higher by technology stocks. Until it wasn't, and the stock market crashed back down, with a difference between growth and value stocks on clear display.If you are worried about the growth bias in the market today, Vanguard Value ETF (VTV 0.37%) could be a good place to park $500, or more, right ...

The artificial intelligence (AI) leader's stock is sliding, even though the Federal Reserve is cutting interest rates.Palantir Technologies (PLTR -0.84%) stock is seeing a pullback in Wednesday's trading. The software company's share price was up down 2% in the day's trading as of 3:15 p.m. ET, amid a 0.4% decline for the S&P 500 (^GSPC -0.16%) and a 0.6% decline for the Nasdaq Composite (^IXIC -0.33%). The stock had fallen as much as 5.3% earlier in the day's trading.Palantir's valuation is moving lower to ...

The meme stock is on the move once again.Shares of Opendoor Technologies (OPEN 14.24%) are soaring on Wednesday, up 6.5% as of 2:58 p.m. ET. The jump comes as the S&P 500 (^GSPC -0.02%) lost 0.6% and the Nasdaq Composite (^IXIC -0.30%) lost 0.9%.A regulatory filing from the company, as well as the Federal Reserve's rate cut confirmation, is sending Opendoor stock flying.Opendoor is expanding its reachThe company filed an 8-K disclosure with the SEC, revealing that it "intends to expand its product offerings ...

Plug Power has growth potential, but one critical challenge remains.Plug Power (PLUG 12.20%) is a pioneer in the hydrogen sector, and analysts generally think hydrogen fuel has a bright future. Forecasts regarding the industry point to major growth in hydrogen supply and demand over the coming years. Some estimates believe this growth will be sustained for decades to come. Why, then, has Wall Street been so bearish on Plug Power stock over the past few years? There's one glaring culprit.Plug Power stock is ...

This ETF is one of the few pure blue chip ETFs available on the stock market.Blue chip stocks are large, well-established companies with proven track records. They are typically more stable than your average stock, but they're not risk-free.To reduce some of this risk, it's worth considering a blue-chip exchange-traded fund (ETF), and one of the leading ones is the SPDR Dow Jones Industrial Average ETF (DIA -0.26%).The reason DIA is one of the leading blue chip ETFs is that it's one of the few pure blue chi ...

Group 1: AI Infrastructure Opportunities - The real fortunes in AI are being built in less glamorous areas of the technology stack, such as speech recognition and chip design, rather than just focusing on large language models [2][3] - Companies like SoundHound AI, Advanced Micro Devices, and Synopsys control essential infrastructure with varying risk-to-reward ratios [3] Group 2: SoundHound AI - SoundHound AI has evolved from a music-recognition app to a key player in enterprise voice AI, with a speech platform that reduces cloud latency [5] - In Q2 2025, SoundHound's revenue increased by 217% year over year to $42.7 million, with a full-year guidance raised to between $160 million and $178 million [6] - The company has a backlog of nearly $1.2 billion, indicating strong growth potential beyond 2025 [6] - SoundHound's market cap is around $5.8 billion, trading at approximately 42 times trailing sales, with a consensus target of about $15.40 [7] Group 3: Advanced Micro Devices (AMD) - AMD is focusing on the inference segment of AI, which is expected to account for about 70% of future compute demand, positioning itself as a credible alternative to Nvidia [9] - In Q2 2025, AMD's data center revenue rose 14% year over year to $3.2 billion, driven by the uptake of Instinct accelerators and strong server CPU sales [9] - Management guided for Q3 revenue of approximately $8.7 billion, up 28% year over year, with a realistic path to capture 10% to 15% of the AI GPU market by 2027 [10] Group 4: Synopsys - Synopsys provides electronic design automation tools that are essential for AI chip design, holding a 38% global market share [11] - In Q3 2025, Synopsys reported revenue of $1.74 billion, up 14% year over year, and guided for full-year revenue just above $7 billion [12] - The company's acquisition of Ansys for $35 billion expanded its capabilities into critical areas for next-generation chip architectures [12]

Investing in the right young electric vehicle (EV) maker could prove lucrative long term. Is Rivian the right EV maker?This has mostly been a forgettable year for Rivian Automotive (RIVN 5.22%), as the young electric vehicle (EV) maker doesn't have any vehicle launches this year. That's also a good thing, because a mostly forgettable year means nothing horrible happened either -- just ask Ford Motor Company, which is currently setting a record for most recalls in one year ever.For Rivian to really reward lo ...