Core Insights - The AI boom is primarily driven by the demand for AI chips, with significant investments in semiconductor stocks like Nvidia and Broadcom [1] - AI innovations require substantial power, leading to a need for optimized data centers, which companies like Applied Digital are addressing [2] Company Overview - Applied Digital currently has approximately 4 gigawatts of data center capacity, which could generate billions in annual recurring revenue once fully operational [3] - The company has secured three lease agreements with CoreWeave, totaling around $11 billion over 15 years, covering 400 megawatts [3][13] Market Dynamics - Major tech players such as Alphabet, Microsoft, Amazon, and Meta Platforms are increasing their investments in AI, viewing it as the next significant technological advancement [6] - Applied Digital is positioned to expand its client base beyond CoreWeave, as it has established itself as a reliable partner for tech giants [8] Competitive Landscape - Applied Digital leads the AI data center sector with a 4-gigawatt pipeline, surpassing competitors like Iren and Cipher Mining, which have 3 and 3.2 gigawatts, respectively [12] - The company is on track to complete its 100 MW building at Polaris Forge 1, which is crucial for maintaining its competitive edge in the AI race [10][11] Revenue Potential - Long-term contracts, such as the one with CoreWeave, can significantly boost revenue for AI data center providers, with Applied Digital poised to support multiple similar deals [14] - Despite generating $64 million in Q1 FY26, revenue growth is expected to accelerate due to existing leases and future agreements [14]

Warning: Dilution ahead.Beyond Meat (BYND 6.08%) stock tumbled 8.1% through 1:50 p.m. ET Tuesday after making a pair of filings with the SEC. The upshot of the news: Beyond Meat is preparing to dilute its shareholders.We just don't know by how much yet. Beyond Meat Filing No. 1On Monday, after the close of trading, Beyond Meat filed a Form S-3 prospectus, advising of plans to issue "Common Stock, Preferred Stock, Debt Securities, Warrants, Purchase Contracts, Units." The company said it "may offer and sell ...

The investment would now be worth six figures.If you invest long enough, you'll likely run into a "I wish I had invested in that sooner" scenario. Nowadays, many investors find themselves having that thought about Nvidia (NVDA +2.67%) -- me included. And when you look at its performance over the past decade, it's very easy to see why.In the past 10 years, Nvidia's stock is up an eye-popping 22,420%, meaning a $1,000 investment made a decade ago would be worth over $225,000. Talk about a return on investment ...

When a clinical-stage biotech is sitting on nearly $600 million in cash and lining up an FDA filing, sharp investors stop arguing about the past rally and start debating what comes next.On November 14, New York City-based Suvretta Capital Management disclosed a buy of 387,641 shares of Mineralys Therapeutics (MLYS 1.97%) that contributed to an overall position increase of about $57.25 million.What HappenedSuvretta Capital Management, a U.S.-based investment adviser, reported in a November 14 SEC filing that ...

Core Viewpoint - Robinhood Markets has seen a significant increase in its stock price this year, but recent trading volume declines have raised concerns among investors, leading to a mixed outlook on the company's future performance [1][7]. Group 1: Stock Performance and Investor Activity - Robinhood's shares have increased more than threefold since January, but recently experienced a pullback, dropping by a double-digit percentage [1][2]. - Ark Invest, led by Cathie Wood, took advantage of the sell-off by purchasing over $30 million worth of Robinhood shares during this period [2]. - Following these purchases, Ark Invest's ARK Innovation ETF now holds approximately $330 million in Robinhood shares, representing 4.5% of the fund's assets [8]. Group 2: Trading Volume and Financial Metrics - In November, Robinhood reported a substantial decline in trading volumes, with equity trading down 37%, options trading down 28%, and crypto trading down 12% month-over-month [5][6]. - Despite the month-over-month declines, year-over-year metrics showed growth, with total platform assets only decreasing by 5% [6][7]. - The recent trading volume drop has been interpreted by investors as a sign of slowing growth, contributing to bearish sentiment [7]. Group 3: Future Growth Potential - Robinhood is expanding globally, with recent acquisitions in Indonesia, and is also increasing its presence in the sports prediction markets [12]. - The stock's high forward price-to-earnings (P/E) ratio of nearly 50 times is considered sustainable if the company maintains high growth [10]. - Analysts have varying earnings estimates for 2026, ranging from $1.10 to $3.32 per share, indicating potential for significant upside if the company successfully navigates recent challenges [15].

Core Viewpoint - Dividend-paying stocks are expected to perform well in 2026 due to declining interest rates and the anticipated continuation of this trend, which will drive demand for dividend stocks and lower borrowing costs for certain sectors [3][4][5]. Group 1: Realty Income - Realty Income is a high-quality REIT with a current dividend yield of 5.72% and a market capitalization of $52.1 billion [7][12]. - The company has a strong track record, having declared 666 consecutive monthly dividends and increased its dividend for over 30 years [9]. - Realty Income focuses on stable tenants less affected by online competition, with a diversified portfolio of 15,500 properties primarily leased to commercial and industrial tenants [10][12][13]. - The company's tenants include 7-Eleven, Dollar General, and Walgreens, which provide non-discretionary items and services [13]. Group 2: NextEra Energy - NextEra Energy is a leading electric utility and renewable energy company with a dividend yield of 2.83% and a market capitalization of $167 billion [14][19]. - The company operates Florida Power & Light Company, the largest rate-regulated electric utility in the U.S., benefiting from Florida's growing population [15]. - NextEra is the world's largest producer of renewable energy from solar and wind, positioning it well for future growth [15]. - The company has increased its dividend for 31 consecutive years and plans to raise it by 10% through 2026, followed by targeted increases of 6% in 2027 and 2028 [18].

These players each offer solid long-term prospects.Artificial intelligence (AI) stocks have represented a sort of gold rush for investors in recent years. The technology is seen as a game-changing one, and as a result, companies involved in it may benefit from soaring earnings in the coming years -- some have already started delivering impressive growth. Investors, aiming to get in on this exciting story, have piled into AI players and, in many cases, seen the value of their investments take off.Recently, t ...

Core Insights - The artificial intelligence (AI) industry has significantly contributed to stock market returns in 2025, with key players like Nvidia and Palantir Technologies outperforming the S&P 500 [1][2] Group 1: Roundhill Generative AI and Technology ETF - The Roundhill ETF focuses exclusively on companies developing AI infrastructure, platforms, and software, and is actively managed to optimize returns [4] - The ETF holds 49 stocks, with its top five positions accounting for 26.7% of the portfolio, delivering an average return of 56% in 2025, leading to a year-to-date gain of 47% [5] - The top five holdings include Alphabet (7.53%), Nvidia (6.11%), Microsoft (5.13%), Meta Platforms (4.28%), and Palantir Technologies (3.67%) [5] Group 2: iShares Future AI and Tech ETF - The iShares ETF invests in AI companies globally, providing exposure to the entire AI value chain, including infrastructure, software, and services [11] - It holds 51 stocks, with the top five positions representing 23% of the portfolio, including Advanced Micro Devices (5.48%), Vertiv Holdings (5.25%), Nvidia (4.28%), Advantest Corp (4.06%), and Broadcom (3.96%) [11] - The iShares ETF has an expense ratio of 0.47% and has achieved a return of 28% this year, outperforming the S&P 500 [15]

Core Viewpoint - The article discusses the potential shift in market leadership from Palantir Technologies to three established companies—Coca-Cola, NextEra Energy, and Uber Technologies—due to historical trends and market dynamics in the AI sector and beyond [1][4]. Group 1: Palantir Technologies - Palantir Technologies has seen a dramatic increase in its stock price, rising over 2,900% in 2023, making it the 19th-largest publicly traded company on Wall Street [2]. - Despite its rapid growth, Palantir's price-to-sales (P/S) ratio is approximately 127, significantly higher than the historical average for megacap companies, suggesting potential unsustainability [4]. - Historical trends indicate that no major tech company has maintained a high P/S ratio for an extended period, raising concerns about Palantir's future performance [4]. Group 2: Coca-Cola - Coca-Cola's market cap is approximately $302 billion, trailing Palantir by about $159 billion, but it is positioned for potential growth in 2026 [5][7]. - The company's business model is highly predictable, as beverage consumption remains stable regardless of economic conditions, leading to consistent cash flow [7][8]. - Coca-Cola's global presence and effective marketing strategies contribute to its resilience and ability to engage diverse consumer demographics [9][10]. Group 3: NextEra Energy - NextEra Energy, with a market cap of around $167 billion, is positioned to potentially surpass Palantir, currently trailing by about $295 billion [12][15]. - The company operates 76 gigawatts of electrical capacity, with 57% derived from renewable sources, making it a leader in renewable energy generation [14]. - NextEra's predictable cash flow from electricity demand and its involvement in the AI sector through increased electricity needs for data centers position it favorably for future growth [16]. Group 4: Uber Technologies - Uber Technologies has a market cap of approximately $169 billion and is a leading player in the U.S. ride-sharing market, holding a 76% market share [18][19]. - The company is leveraging AI for various operational efficiencies, including route tracking and demand forecasting, providing investors with exposure to AI while maintaining a solid business foundation [20]. - Uber's diversified operations, including food delivery and freight logistics, enhance its resilience and long-term growth prospects, especially during economic expansions [21].

Group 1: Plug Power - Plug Power's current stock price is $2.12, with a market cap of $2.9 billion and a gross margin of -7128.74% [2][4] - The company primarily provides hydrogen fuel cells for forklifts and material handling equipment, but has been selling hydrogen at a loss [2][3] - Plug Power is attempting to restructure its business model by building hydrogen plants and raising prices, yet continues to report negative gross margins and cash flow [4][5] Group 2: Lucid Group - Lucid Group's stock price is currently $12.30, with a market cap of $4.0 billion and a gross margin of -9790.92% [7][8] - The company has burned through over $950 million in cash last quarter and more than $2.5 billion this year, raising concerns about its financial sustainability [8] - Lucid is focusing on entering the luxury EV SUV market with its Gravity model and has partnerships for autonomous driving, but is significantly behind competitors [9][10] - The company is primarily supported by its investors, including a $300 million investment from Uber and a 60% ownership by the Saudi Arabia Public Investment Fund, which may not continue indefinitely [11]