Core Insights - Applied Digital is experiencing significant momentum due to billions in long-term AI data center leases, which are expected to reshape its financial future [1] - The surge in demand for computing resources is driving the company's transition towards high-margin recurring revenue, potentially unlocking substantial upside for investors [1] Company Summary - Applied Digital's recent contracts are positioned to catalyze one of the largest AI infrastructure rallies in the decade [1] - The company's strategic shift towards recurring revenue models is aligned with the increasing demand for AI and data center capabilities [1]

Core Insights - The article compares two mining ETFs: Global X - Silver Miners ETF (SIL) and VanEck Gold Miners ETF (GDX), highlighting their differences in expense ratios, portfolio breadth, and risk profiles for investors seeking precious metals exposure [2][8]. Expense Ratios and Performance - GDX has a lower expense ratio of 0.51% compared to SIL's 0.65%, making it more cost-effective for investors [3] - Both ETFs have shown a 1-year return of 151% as of December 16, 2025, indicating strong performance in the precious metals sector [3] - GDX offers a lower dividend yield of 0.5% versus SIL's 1.08%, which may attract income-focused investors [3] Portfolio Composition - GDX provides exposure to 56 gold mining companies, primarily large-cap, with significant holdings in Agnico Eagle Mines Ltd, Newmont Corp, and Barrick Mining Corp, reflecting a diversified approach [5] - SIL focuses exclusively on silver miners, holding 39 stocks, with top positions in Wheaton Precious, Pan American Silver Corp, and Coeur Mining Inc, appealing to those seeking direct silver exposure [6] Market Context - Precious metals investing is seen as a hedge against inflation and a means of portfolio diversification, with silver prices recently reaching an all-time high and gold steadily rising [9] - Silver is noted for its higher volatility compared to gold due to its dual role as an industrial metal and a store of value, while gold is primarily viewed as a safe haven during economic or political instability [10] Risk Considerations - Both ETFs are focused on mining companies, which carry specific operational risks that can affect stock performance independently of the precious metals they mine [11]

Core Insights - The demand for high-speed networking in data centers is driving growth for companies like Nvidia and Broadcom, which are key players in the AI hardware space [1][2] - Ciena, a company specializing in optical networking components, is positioned to outperform Nvidia and Broadcom due to its lower valuation and strong growth prospects [4][16] Company Performance - Nvidia reported a 62% increase in revenue to $57 billion for Q3 of fiscal 2026 [2] - Broadcom experienced a 28% year-over-year revenue increase, with AI revenue soaring by 74% [2] - Ciena's revenue grew by 20% year-over-year to $1.35 billion, with non-GAAP earnings increasing by 68% [8] Growth Projections - Ciena anticipates a 30% year-over-year revenue increase for the current quarter, projecting revenue of $1.39 billion [9] - The AI data center market is expected to grow at an annual rate of 27% through 2032, enhancing Ciena's growth outlook [12] - Ciena's fiscal 2026 revenue guidance is set at a 24% increase to $5.9 billion, with potential for exceeding this estimate [10][18] Market Positioning - Ciena's stock is trading at 6.4 times sales, significantly lower than Nvidia and Broadcom [19] - If Ciena maintains a 30% growth rate, its revenue could reach $6.25 billion, potentially increasing its market cap to $62.5 billion if valued at 10 times sales [21] - Ciena's backlog of $5 billion supports its revenue expectations for fiscal 2026, indicating strong demand for its products [18]

Explore how differences in scale and experience set these two long-term Treasury ETFs apart for investors.Schwab Long-Term U.S. Treasury ETF (SCHQ 0.45%) and Vanguard Long-Term Treasury ETF (VGLT 0.39%) both target long-duration U.S. government bonds, but VGLT stands out for its much larger asset base and deeper history, while SCHQ competes on identical cost and similar yield.Both ETFs are designed for investors seeking exposure to long-term U.S. Treasuries, appealing to those looking for interest rate risk ...

Taiwan Semiconductor is positioned to thrive in 2026.Finding the ultimate stock to buy for 2026 is no easy task. First, you have to address whether the stock will come from an AI-related field or not. There are growing fears of an AI bubble forming, but those fears are negated by real money being spent by the AI hyperscalers, who are racing to build out as much computing capacity as possible. I think one of the best stocks to buy for 2026 comes from this industry, and it's a key supplier.While I'll entertai ...

Core Viewpoint - The sports betting industry, particularly companies like Codere Online Luxembourg, is facing challenges but also has potential for growth, especially with upcoming events like the World Cup driving increased betting activity. Group 1: Company Overview - Codere Online Luxembourg is the online sports betting and casino arm of Spanish gambling conglomerate Grupo Codere, publicly listed since 2021 through a SPAC merger [5]. - The company has a market capitalization of $364 million and its stock price has fluctuated between $5.18 and $8.75 over the past year [4][5]. Group 2: Financial Performance - Codere's shares fell significantly in 2022 due to concerns about profitability, but rebounded to $8 per share in 2024, driven by improved fiscal results [6][7]. - The company has experienced a revenue increase and a move towards consistently positive adjusted EBITDA by focusing on its home market of Spain and expanding into Latin America [7]. Group 3: Stock Performance and Market Sentiment - Codere's stock has shown mixed performance, with a notable drop earlier this year due to a Nasdaq compliance issue and the exit of its CFO [8]. - Since hitting a 52-week low in mid-November, the stock has rebounded by approximately 45%, attributed to the latest earnings release [9]. Group 4: Future Outlook - Analysts estimate Codere to earn $0.43 per share in 2026 and $0.68 per share in 2027, with the stock currently trading at around 17.5 times forward earnings [10]. - The upcoming World Cup is expected to boost betting activity, potentially increasing site traffic and user retention [11]. - The company has high fixed compliance and technological costs, but decreasing customer acquisition costs may lead to significant earnings growth with moderate revenue increases [12].

Plug Power stock has performed poorly over the past few years, but that could change soon.If you're looking for a stock that will provide stability and remove volatility from your portfolio, turn around now. Plug Power (PLUG 2.88%) is not for you. Plug Power, an industry leader in hydrogen fuel cell technology, is truly only suitable for investors with a longer time horizon and those who have the stomach for high-risk, high-reward stocks.NASDAQ : PLUGPlug PowerToday's Change( -2.88 %) $ -0.07Current Price$ ...

Core Insights - Broadcom and Taiwan Semiconductor are positioned for strong performance in 2026, potentially benefiting from any decline in Nvidia's dominance in the AI computing market [1] - Nvidia has been a leader in AI computing since 2023, but alternatives like Broadcom and Taiwan Semiconductor are emerging [1] Taiwan Semiconductor - Taiwan Semiconductor is the largest chip foundry globally by revenue, achieving this through technological innovation and strong production yields [3] - The company has a market capitalization of $1.5 trillion and trades at a forward earnings multiple of 29, which is a discount compared to its peers [4][9] - Taiwan Semiconductor's gross margin stands at 57.75%, with a dividend yield of 1.06% [5] - If AI hyperscalers continue their spending, Taiwan Semiconductor is well-positioned for growth in 2026, especially as it trades at a discount to fabless chip companies [5] Broadcom - Broadcom is focusing on custom AI accelerators tailored for specific workloads, contrasting with the general-purpose GPUs offered by Nvidia and AMD [10] - In Q4, Broadcom's AI semiconductor revenue surged by 74% year-over-year, outpacing Nvidia's data center revenue growth of 66% [11][12] - Broadcom has a market capitalization of $1.6 trillion and a gross margin of 64.71%, with a dividend yield of 0.69% [13] - The company expects AI revenue for Q1 to reach $8.2 billion, indicating a doubling from the previous year, showcasing accelerating growth [14] Market Dynamics - The competition in the AI arms race includes Nvidia, Advanced Micro Devices, and Broadcom, with Nvidia currently being the largest and cheapest among them [6] - Broadcom's diverse business units may slow its overall growth rate, but its AI prospects could drive significant stock performance in 2026 [14] - Both Broadcom and Taiwan Semiconductor are expected to perform well in 2026, regardless of Nvidia's market position [15]

This clue from the last earnings report is signaling a buying opportunity.Duolingo (DUOL +1.68%) stock is down 28% since the company reported third-quarter financial results on Nov. 5, despite exceeding expectations for revenue and subscribers. The stock fell due to soft guidance for the fourth quarter, when the company expects significantly lower growth in bookings.However, growth in revenue or bookings doesn't tell investors about the real health of the business, which is how well Duolingo is retaining it ...

There are several investing sectors benefiting from the AI buildout.Nvidia (NVDA +3.80%) has been a leader in the artificial intelligence (AI) buildout since its start in 2023. There have also been other top performers, such as Palantir (PLTR +4.21%), which provides artificial intelligence-powered software.Additionally, there are the AI hyperscalers that are powering much of the AI computing capacity built out. And even more in the weeds are utility companies delivering the energy needed to power AI, as wel ...