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]

Palantir has outperformed Nvidia so far this year, but investors shouldn't ignore the chipmaker's valuation.Artificial intelligence (AI) investing is a remarkably broad field, as there are numerous ways to profit from this trend. Two of the most popular are Nvidia (NVDA -1.55%) and Palantir (PLTR -0.58%), which represent two different sides of AI investing.Nvidia is on the hardware side, while Palantir produces AI software. These are two lucrative fields to invest in, but is there a clear-cut winner? Let's ...

The stock trades at an incredibly low forward price-to-earnings multiple of just 12.It's been a tough year for Lululemon Athletica (LULU 1.51%) stock. It has been in a free fall as tariff-related headwinds and other economic challenges have been weighing on its business. Not only has the company been experiencing a slowdown, but investors have also been worried upcoming quarters could be even worse.As a result of the bearishness and all the adversity it has been facing, Lululemon's stock has not only fallen ...

These dividend payers cranked up their payouts over the past decade, and they could do it again.Are you more interested in overall gains or generating a large stream of passive income? If you're not sure, I've got great news. It doesn't matter. Filling your portfolio with dividend payers is one of the most effective ways to outperform the overall stock market, according to over 50 years of historical data.Between 1973 and 2024, dividend-paying stocks in the benchmark S&P 500 index delivered a 9.2% average a ...

Company Overview - Vertex Pharmaceuticals is a leading biotech company specializing in treatments for cystic fibrosis (CF) and has seen significant revenue growth since introducing CFTR modulators in 2012, with stock climbing approximately 190% over the past decade [5][13] - The company has successfully developed Trikafta, a treatment effective for up to 90% of CF patients, and recently launched Alyftrek, which addresses an additional 31 mutations, enhancing treatment efficacy [7][8] Revenue Drivers - Trikafta continues to be a major revenue driver for Vertex, while Alyftrek is expected to contribute significantly as it gains traction in the market [8] - Vertex has expanded its portfolio with the launch of Casgevy for blood disorders and Journavx for pain management, both of which are anticipated to become substantial revenue sources [9][11] Pipeline and Future Prospects - Vertex has four programs in pivotal development, including candidates for kidney diseases and type 1 diabetes, which are nearing regulatory review [12] - The company is well-positioned to expand its commercialized drugs and treatment areas, supported by the ongoing strength of its CF program, indicating strong potential for future revenue growth [13]

Core Insights - C3.ai is struggling to capitalize on the growth of the AI market despite being in the enterprise AI software business for several years [2][10] - The company has faced executional missteps and inconsistent business strategies, leading to poor financial performance [4][12] Company Performance - C3.ai's revenue for the first quarter of fiscal 2026 dropped nearly 20% year-over-year to $70.3 million, with a projected fiscal Q2 revenue of $76 million indicating another 19% year-over-year decline [7][10] - The company has not provided full-year guidance, reflecting uncertainty in its financial outlook [7][10] Business Strategy - C3.ai has undergone multiple pivots in its business model, including a shift from subscription-based to consumption-based revenue three years ago, which negatively impacted growth [9][10] - The company has partnered with major cloud computing firms like Microsoft, Google, and Amazon, with 40 out of 46 agreements in the last quarter coming through these partners [5][6] Management and Restructuring - C3.ai's founder, Thomas Siebel, cited health issues and a reorganization of sales and service personnel as factors contributing to the company's poor performance [8][10] - The company has completed a restructuring of its sales and service operations and is in the process of hiring a new CEO, indicating ongoing challenges in achieving operational consistency [10][11] Market Potential - The generative AI software market is experiencing significant growth, reportedly at an annual pace of almost 41%, providing a potential opportunity for C3.ai to recover [10] - C3.ai's net cash position of approximately $650 million offers the company the ability to invest in marketing, acquisitions, or product development [14][15]

Did Nvidia break antitrust law, and what does it mean for Nvidia shareholders?In today's video, I discuss recent updates impacting Nvidia (NVDA -1.55%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of September 15, 2025. The video was published on September 15, 2025. ...

Core Viewpoint - The article discusses the potential for Taiwan Semiconductor Manufacturing Company (TSMC) to double its market capitalization to $2 trillion by 2028, driven by its dominance in the semiconductor foundry market and the increasing demand for advanced chips, particularly in the context of the AI boom [2][9]. Group 1: TSMC's Market Position - TSMC is the world's first and largest pure-play semiconductor foundry, manufacturing chips for numerous clients, including major tech companies like Nvidia and Apple [4]. - TSMC commands approximately 70% of the global foundry market and about 35% of the advanced foundry market for cutting-edge chips [5]. - In Q2 2025, TSMC's foundry revenue exceeded $30 billion, significantly outpacing its closest competitor, Samsung, which reported around $3.16 billion [6]. Group 2: Financial Projections - TSMC's current market cap is around $1 trillion, and to reach $2 trillion by 2028, it would need to double its net income from a projected $48 billion in 2025 to approximately $90 billion to $100 billion [8]. - Wall Street forecasts high-teens percentage revenue growth for TSMC through 2027, indicating strong potential for financial performance [9]. Group 3: Technological Advancements - TSMC is positioned at the forefront of technological advancements, particularly in AI, as demand for its advanced chips is expected to rise with the growth of AI models [12]. - The company plans to produce 2-nanometer chips, which are projected to consume 25% to 30% less power than its current 3nm chips while maintaining similar speeds [13].