Core Insights - Quantum computing is expected to become commercially viable around 2030, with potential for stocks in this sector to experience rapid growth if the technology gains relevance [1] - The article highlights two companies, IonQ and D-Wave Quantum, as prime candidates for significant growth in the quantum computing space [2] Industry Overview - The quantum computing landscape is competitive, with established tech giants like Alphabet, Microsoft, and IBM having substantial resources, creating a significant funding advantage [4] - Startups in quantum computing, referred to as "Davids," focus solely on becoming relevant in the field, relying on research contracts or public market funding, which fosters a scrappy competitive spirit [5][6] Company Analysis - IonQ and D-Wave Quantum are positioned as "pure plays" in quantum computing, with potential for massive upside compared to larger tech companies [7] - IonQ employs a trapped ion technique that operates at room temperature and boasts high accuracy, while D-Wave utilizes quantum annealing to solve optimization problems, making both companies' approaches distinct from the prevalent superconducting method [9][10][11] Market Potential - The different methodologies of IonQ and D-Wave could allow them to carve out niche markets, potentially leading to increased market share and prominence in the quantum computing sector [12] - Both companies are viewed positively for their innovative approaches, with the potential to become significant players if they achieve quantum computing supremacy [14]

Palantir's unprecedented rise places it in uncharted territory.Palantir Technologies (PLTR -1.43%) stock has been one of the top-performing stocks in the market over the past few years. The stock has delivered impressive returns, with it rising 2,280% since 2023, 792% since 2024, and 117% this year. Those kinds of results should be accompanied by massive business growth, which Palantir has also delivered.However, its business hasn't grown significantly, and a massive amount of future growth is already price ...

Core Viewpoint - The Vanguard High Dividend Yield Index Fund ETF offers a competitive yield of 2.5%, significantly higher than the S&P 500's average of 1.2%, making it an attractive option for dividend-focused investors [1][2][5]. Group 1: Fund Characteristics - The ETF holds nearly 600 stocks, providing substantial diversification and reducing the risk associated with individual stocks [1][6]. - The fund's top holdings include well-known dividend stocks such as Johnson & Johnson, AbbVie, and ExxonMobil, with no single stock exceeding 2% of the total holdings, except for Broadcom, which accounts for nearly 7% [6][7]. - The ETF has a low expense ratio of 0.06%, meaning minimal fees on investments, which enhances overall returns [9]. Group 2: Performance Metrics - Over the past decade, the Vanguard High Dividend Yield ETF has appreciated by 118%, with total returns including dividends reaching nearly 200% [10]. - In comparison, the S&P 500 has increased by 230%, with total returns exceeding 290% when dividends are included [10]. - A $10,000 investment in the S&P 500 would have grown to over $39,000, while the same investment in the Vanguard fund would be worth approximately $30,000, excluding fees [11]. Group 3: Investment Strategy - The Vanguard High Dividend Yield ETF is positioned as a solid investment for those seeking dividend income or a diversified portfolio [12]. - It is recommended as a foundational investment for portfolios due to its strong yield and quality stock holdings [12].

Truckloads of money are being spent on AI computing equipment currently.Artificial intelligence (AI) investing is what's keeping the market propped up right now. A significant amount of money is being spent on building AI computing infrastructure, and numerous businesses are benefiting from this spending trend.By picking up shares of companies that are benefiting from the spending now, investors can ensure they're not buying into hype.I've got five stocks that meet this criteria, and each looks like a great ...

These four MLPs all have yields of nearly 7% or above.Pipeline stocks don't always get a lot of attention from the market, but they can be some of the best long-term income generators. For investors wanting high yields, this sector is one of the best spaces to look.Let's look at four high-yield master limited partnerships (MLPs) to buy now for the long term. 1. Energy Transfer: 7.7% YieldEnergy Transfer (ET 0.40%) has done a nice job cleaning up its balance sheet over the past few years. After leverage got ...

Core Idea - Alphabet's stock presents a meaningful upside potential driven by strong fundamentals and aggressive investments in AI and cloud infrastructure [2][10] Financial Performance - In Q2 2025, Alphabet's revenue increased by 14% to $96.4 billion, with an operating margin of 32.4% [5] - Google Cloud revenue surged by 32% to $13.6 billion, with operating income rising to $2.8 billion from $1.2 billion year-over-year, indicating strong demand for AI-related infrastructure [5] Investment Strategy - Alphabet's capital expenditures in Q2 reached $22.4 billion, with a raised capital spending plan of approximately $85 billion for 2025, aimed at sustaining double-digit revenue growth [6] - The company returned $13.6 billion to shareholders through stock repurchases and maintains a quarterly dividend of $0.21, reflecting a commitment to shareholder value [7] Earnings Forecast - Projected earnings per share (EPS) for 2030 is approximately $16.5, based on a 12% annual revenue growth and stable operating margins, leading to a target share price of around $415 using a 25 price-to-earnings ratio [8][10] Market Considerations - Recent earnings were positively impacted by investment gains, contributing about $0.85 to EPS, but this line item is subject to fluctuations [9] - Potential risks include increasing traffic acquisition costs, regulatory challenges, and competition in the AI space, which could affect growth forecasts [9]

The positives for this big drugmaker appear to outweigh the negatives.For a while, it seemed that nothing could go wrong for Eli Lilly (LLY 0.23%). Surging sales for Lilly's type 2 diabetes drug Mounjaro and great expectations for its obesity drug Zepbound fueled massive gains for the pharma stock.Along the way, Lilly became the largest healthcare company on the planet based on market cap. However, the story hasn't been so great for the drugmaker since last summer. Its share price remains more than 20% belo ...

The new deal exposes one of the biggest risks facing Nvidia right now.Nvidia (NVDA) has been perhaps the single biggest beneficiary of the boom in AI progress over the last three years. The company's market cap now tops $4.3 trillion, making it the most valuable company in the world. That's driven by continued demand for its market-leading graphics processing units (GPUs), which are essential for large language model training and inference.Nvidia's financials show a massive company that's still growing sale ...

With earnings growing faster than sales, Netflix shares may still have room to run.Netflix (NFLX -3.40%) stock has been one of 2025's biggest winners, fueled by a mix of factors: rising subscriber engagement, fast-growing revenue from its nascent ad-supported tier, and steady pricing power across global markets. The streaming leader is also starting to benefit from live programming and selective licensing deals.The company's pivot to advertising and tighter cost discipline have given investors an enticing p ...

Group 1 - Sea Limited is achieving economies of scale, which is favorable for investors [1] - The company's stock prices are increasing significantly due to its progress in reducing customer service costs [1]