If you're following The Trade Desk, Amazon, or the future of connected TV advertising, the competitive landscape is shifting fast.The streaming ad wars just escalated. Amazon Ads and Netflix recently announced a partnership that will make Netflix's ad-supported inventory available programmatically through Amazon's demand-side platform (DSP) in more than a dozen major markets, including the U.S., U.K., Germany, Japan, and Brazil. For advertisers, this means one of the most premium sources of connected TV (CT ...

Michael Saylor pioneered the concept of Bitcoin Treasury companies.Few, if any, investors have been more bullish on Bitcoin (BTC 0.79%) than Strategy's Executive Chairman Michael Saylor, who bet big on Bitcoin in 2020 and has been rewarded many times over.Strategy is viewed as the pioneer of the Bitcoin treasury movement, in which companies are able to tap the capital markets to raise funds they can use to buy Bitcoin. Strategy itself now owns 3% of all outstanding Bitcoin. Despite significant sell-offs and ...

With expense ratios of 0.03% to 0.13%, these exchange-traded funds offer diverse market exposure with less fee-driven drag on your returns.Exchange-traded funds (ETFs) now hold $10.3 trillion in U.S. assets, yet most investors still overpay for the basic market exposure that such funds provide. While the average index equity ETF charges 0.14%, Vanguard continues to undercut the competition through its unique investor-owned structure -- the fund company is literally owned by its funds, which are owned by sha ...

Nvidia is a critical piece of the AI pipeline.Few, if any, stocks have gotten as much attention over the past couple of years as Nvidia (NVDA -1.55%). Since the start of 2023, Nvidia's stock is up over 1,120%, far outpacing the S&P 500 index's 71% gain during that span (through Sept. 12).The reason why Wall Street has been all over Nvidia over the past couple of years comes down to its dominance in artificial intelligence (AI) infrastructure. Its role begins with data centers, which give companies the abili ...

Bitcoin, Dogecoin, and XRP could soar higher as interest rates decline.When interest rates rose sharply in 2022 and 2023, many cryptocurrencies stumbled as investors pivoted toward more conservative investments. But in 2024, the crypto market warmed up again as the Federal Reserve cut its benchmark rates three times.The Fed hasn't cut its rates yet in 2025, and stubbornly high inflation rates (according to The Motley Fool's latest numbers) might prevent it from replicating its big rate cuts from last year. ...

Oklo's monster run reflects rising market optimism for small reactors -- and their potential role in powering AI computing. But execution won't come easily.Oklo (OKLO -0.24%) has been one of the market's most eye-catching stories this year. The advanced nuclear developer, best known for its compact powerhouse reactors aimed at data centers, industrial sites, and government facilities, has seen its stock rocket in 2025 as investors search for scalable, always-on power for artificial intelligence (AI) computi ...

This fund has delivered gains to investors over more than 30 years.The S&P 500 stumbled earlier this year amid concerns about President Trump's tariffs on imports -- and the impact that may have on companies and the economy. But as the government showed flexibility on these duties and as companies continued to invest in technology and report solid earnings, worries subsided. And that helped the benchmark not only recover but go on to reach new record highs. As a result, those who invested in it, by holding ...

These five dividend stocks yield between 3.5% and 7.1%, but more importantly, they have the cash flows and business models to keep paying through the next downturn.High-yield dividend stocks entice investors with payouts two to four times higher than the S&P 500's 1.4% average yield. But high yield often signals trouble -- sluggish growth, stretched payout ratios, or sector headwinds. The winners are companies with strong free cash flow, durable business models, and an economic moat to protect earnings. Tha ...

Ackman opened a new position in this stock in the recent quarter.Bill Ackman has made many brilliant investing moves over time, including getting in on Chipotle Mexican Grill before revenue and the stock price took off. The founder and chief executive officer of Pershing Square Capital Management has seen that holding soar more than 300% since his purchase through today.The billionaire is known for his investments in consumer-related stocks and aims to accompany his favorites over the long term. This, along ...

Core Insights - The rapid adoption of artificial intelligence (AI) technology is significantly contributing to the growth of major tech companies, with four companies now valued over $3 trillion, including Alphabet [1][2] - Meta Platforms is positioned to leverage its dominance in digital advertising, which is projected to grow substantially, to potentially join the $3 trillion market cap club [5][6] Company Overview - Meta Platforms, with a market cap of $1.9 trillion, operates popular social media applications like Instagram, Facebook, Threads, and WhatsApp, providing a vast user base for digital advertising [5] - The digital advertising market is expected to generate $1.1 trillion in revenue by 2030, a significant increase from $488 billion last year, and Meta aims to capture a substantial share of this market through AI [6] AI Utilization - Meta is utilizing AI to enhance user engagement across its platforms and to provide advertisers with tools for better audience targeting and campaign creation [6][7] - The introduction of generative AI tools allows smaller advertisers to optimize their campaigns without needing external agencies, thus increasing efficiency [7] Performance Metrics - Meta's AI advertising tools have shown a 22% improvement in return on ad spend, with advertisers seeing an average return of $4.52 for every dollar spent [8] - In the second quarter, Meta's revenue grew by 22% year-over-year to $47.5 billion, while the digital ad market is expected to grow by nearly 8% in 2025, indicating Meta's faster growth rate [8] Future Projections - Meta's management estimates that AI revenue could reach at least $2 billion by 2025, with projections for 2035 ranging between $460 billion and $1.4 trillion [9] - If Meta achieves a 20% revenue growth in 2026 and 2027, its revenue could reach $282 billion, potentially pushing its market cap beyond $3 trillion [12] Market Positioning - Meta's growing dominance in digital advertising may lead to a higher market valuation, allowing it to reach the $3 trillion milestone more quickly than anticipated [13]