Elon Musk thinks Tesla's biggest business has nothing to do with its electric vehicles.Elon Musk is no stranger to bold statements. His comments, often hyperbolic, consistently capture far more attention than the standard rhetoric from corporate executives. Over the past several years, Musk has articulated a vision to evolve Tesla (TSLA 7.21%) beyond its roots as an electric vehicle (EV) and energy-storage company into a broader technology platform centered on artificial intelligence (AI).At the heart of th ...

A disappointing quarterly investor update sent the share price lower.Synopsys' (SNPS -2.79%) stock is falling after the company disappointed investors with its quarterly update.*Stock prices used were the afternoon prices of Sept. 10, 2025. The video was published on Sept. 12, 2025. ...

Core Insights - Joby Aviation is positioned to transform air travel with its electric vertical takeoff and landing (eVTOL) aircraft, but faces challenges such as increasing losses and delays from the Federal Aviation Administration (FAA) [1] Group 1: Company Overview - Joby Aviation is focused on developing eVTOL technology aimed at revolutionizing the aviation industry [1] - The company is currently experiencing rising losses, which may impact its financial stability and growth potential [1] Group 2: Market Position and Valuation - The analysis suggests that Joby Aviation's stock could either be a hidden gem or a risky investment, depending on its ability to navigate current challenges [1] - The company has secured defense deals, which may provide additional revenue streams and enhance its market position [1]

Core Viewpoint - The article discusses the investment potential of American Eagle Outfitters, highlighting its favorable market position and growth prospects [1]. Company Analysis - American Eagle Outfitters is recommended by The Motley Fool, indicating a positive outlook for the company's stock performance [1]. - The article suggests that the company may benefit from current market trends and consumer preferences, positioning it well for future growth [1]. Industry Context - The retail industry is experiencing shifts that could favor companies like American Eagle Outfitters, particularly in the apparel segment [1]. - The article implies that the overall market environment is conducive to growth for well-positioned retailers [1].

Core Viewpoint - The analysis suggests that between Apple and Alphabet, Alphabet is currently the better investment option due to its stronger growth and more favorable valuation [2][12][14]. Company Overview - Apple and Alphabet are two of the largest companies globally, ranking third and fourth by market capitalization, making it challenging for either to deliver market-crushing returns [1]. - Both companies aim to maintain their current market positions while seeking opportunities for expansion [4][7]. Financial Performance - Apple's growth has been stagnant until Q3 FY2025, where it reported a 10% revenue growth and 12% diluted EPS growth [8]. - In contrast, Alphabet has consistently outperformed Apple, with a 14% revenue increase and a 22% diluted EPS growth in Q2 [9]. - Alphabet's growth is bolstered by its divisions like Google Cloud and Waymo, which provide significant growth potential that Apple lacks [12]. Valuation Comparison - Alphabet's stock is currently cheaper than Apple's, despite Alphabet's faster growth [12][14]. - A significant gap in price-to-earnings (P/E) ratios has emerged since mid-2024, with Alphabet returning to its usual valuation range while Apple's stock has become more expensive [14].

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Deere & Company. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Navitas has performed poorly since 2021, but a deal with Nvidia offers hope.Navitas Semiconductor (NVTS 1.48%) has emerged as an innovator on the power side of the chip industry. Its gallium nitride (GaN) and silicon carbide (SiC) chips offer a higher level of efficiency compared to traditional silicon semiconductors, while using less energy and occupying less space.However, despite that value proposition, the stock has not performed well since its introduction in 2021. Knowing that, investors may want to l ...

Core Viewpoint - The article highlights three stocks with significant long-term upside potential, suggesting that they could double in value by 2030 due to favorable growth conditions in their respective industries [2]. Group 1: Take-Two Interactive - Take-Two Interactive is positioned in a resilient $190 billion video game industry, experiencing strong financial results and entering a major growth phase [4]. - The company is set to launch the sixth installment of the Grand Theft Auto series in May 2026, which is expected to drive substantial revenue growth [5]. - In fiscal 2026, Take-Two's first-quarter results exceeded expectations, with strong player interest in franchises like Grand Theft Auto and NBA 2K, and success in mobile game expansion [6]. - Recurrent consumer spending, which constitutes 83% of net bookings, grew 17% year-over-year, indicating strong momentum [7]. - Analysts project revenue to reach a record $9.2 billion in fiscal 2027, driven by the upcoming Grand Theft Auto VI sales, with earnings expected to grow at an annualized rate of 42% [8]. Group 2: On Holding - On Holding is outperforming larger activewear brands like Nike and Adidas, showing strong growth and resilience in a challenging market [9]. - The company has low brand penetration in key markets, presenting significant growth opportunities, with only 6% in major U.S. cities like New York and San Francisco [10]. - On Holding's growth strategy focuses on product innovation, brand awareness, geographic expansion, and operational excellence, supported by a robust direct-to-consumer segment [11]. - In the second quarter, sales increased by 38% year-over-year, with direct-to-consumer sales up 54% and wholesale up 29%, alongside the highest gross margin in the industry at 61.6% [12]. - Management aims for a compound annual growth rate (CAGR) of 26% through 2026, with potential revenue growth from $3.1 billion to $9.5 billion by 2030 [13]. Group 3: Lululemon Athletica - Lululemon has faced challenges this year, being the second-worst-performing stock on the S&P 500, down 57% year-to-date [14]. - The company is experiencing weak discretionary spending in the U.S. due to economic pressures and shifting fashion trends away from its core products [15]. - Lululemon has adjusted its full-year guidance and is redesigning its supply chain to adapt to new import tax regulations [16]. - Despite these challenges, the stock trades at a forward P/E of 13, suggesting potential for recovery and doubling by 2030 [16]. - The company is increasing the percentage of new styles in its collection and enhancing its responsiveness to consumer demand [17]. - Lululemon is witnessing strong growth in China, with a 25% revenue increase in Q2, and continues to expand its store presence [18]. - Given its current valuation, the stock has a reasonable chance to double in value over the next five years [19].

Their prospects look intact despite some recent roadblocks.Apple (AAPL 1.82%) and Eli Lilly (LLY -0.20%) share several similarities. Both are long-standing leaders in their respective industries, having produced market-beating returns over the past 10 years, but have lagged behind the market in 2025.However, despite their poor performances this year, Apple and Eli Lilly still appear to be attractive stocks. In fact, they have qualities that make them likely to deliver excellent returns over the long run, ma ...

This company has a special place in Buffett's portfolio.Warren Buffett built his reputation -- and Berkshire Hathaway's success -- on dividend stocks and income investing. The legendary CEO, who's marked 60 years at the helm, directs a massive investing portfolio that brings in hundreds of millions of dollars in dividends.Now 95, Buffett is still making moves, adding and subtracting to Berkshire's portfolio regularly. He believes in buying shares in quality companies that have great management, a leading po ...