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Why Is Wall Street So Bearish on Plug Power? There's 1 Key Reason.
The Motley Fool· 2025-09-17 18:31
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 ...
The SPDR Dow Jones Industrial Average ETF Trust Is 1 of the Leading Blue Chip ETFs in 2025. Here's Why.
The Motley Fool· 2025-09-17 12:18
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 ...
The AI Supply Chain's Hidden Profit Centers: 3 Stocks Powering the Revolution
The Motley Fool· 2025-09-17 12:00
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]
Where Will Rivian Be in 2028, and Is It a Buy Now?
The Motley Fool· 2025-09-17 11:45
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 ...
Amazon Just Partnered With Netflix -- Here's What It Means for The Trade Desk Stock
The Motley Fool· 2025-09-17 10:30
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 ...
1 Top Cryptocurrency to Buy Before It Soars 18,254%, According to Strategy's Michael Saylor
The Motley Fool· 2025-09-17 10:20
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 ...
5 Best Vanguard ETFs to Buy Now
The Motley Fool· 2025-09-17 10:15
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 ...
1 Reason Wall Street Is Obsessed With Nvidia's Stock
The Motley Fool· 2025-09-17 10:15
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 ...
3 Cryptocurrencies That Will Benefit From a Rate Cut
The Motley Fool· 2025-09-17 10:10
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. ...
This Stock Has More Than 10X in the Past Year. Can the Run Continue?
The Motley Fool· 2025-09-17 10:05
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 ...