Nebius has just landed a new contract that could change its fortunes for the better.The stock price for artificial intelligence (AI) infrastructure provider Nebius Group (NBIS -4.57%) is up a stunning 393% in the past year on the back of its outstanding growth that's being driven by the booming demand for AI data center capacity, and it looks like its red-hot rally is here to stay.Nebius stock shot up more than 45% in premarket trading on Sept. 9 after it announced a multiyear, multibillion-dollar deal with ...

Nvidia is the world's largest company, but it can be overtaken by another tech giant that's seeing terrific growth in demand for its cloud-based AI and productivity offerings.Nvidia's (NVDA) dominance of the artificial intelligence (AI) chip market has helped it become the world's most valuable company with a market cap of $4.32 trillion as of this writing. Importantly, Nvidia's growth remains solid despite its huge revenue base.The chipmaker should maintain its remarkable growth in the future as well, cons ...

Core Viewpoint - MPLX offers a high dividend yield of 7.6%, which is attractive for income investors, but its sustainability needs to be assessed [2][9]. Company Overview - MPLX operates in the midstream oil and natural gas sector, focusing on the transportation and storage of oil and gas rather than exploration or refining [5]. - Many midstream companies, including MPLX, are structured as master limited partnerships (MLPs), which require them to distribute most of their free cash flow as dividends [6]. Dividend Sustainability - MPLX's coverage ratio was 1.5 in Q2, indicating a strong ability to sustain its dividend payments even during financial slowdowns [9]. - The company has consistently increased its dividend payouts, with hikes of 10% in 2022, another 10% in 2023, and 12.5% in 2024, suggesting a low likelihood of a dividend cut [9]. Growth Prospects - MPLX is pursuing growth through infrastructure expansion and acquisitions, with over a dozen planned projects, including major pipelines expected to come online in 2026 [11]. - Recent acquisitions include a $2.4 billion purchase of Northwind Midstream, enhancing its natural gas gathering capabilities [12]. Industry Context - High dividend yields are common in the midstream sector, and MPLX's yield aligns with industry expectations, making it a viable option for income-focused investors [4][6].

Core Viewpoint - Tesla's proposed compensation package for CEO Elon Musk could exceed $1 trillion, but it is performance-based and structured in a way that aligns with shareholder interests [1][4][13] Group 1: Compensation Structure - The compensation package consists mainly of stock awards divided into 12 "tranches," each linked to specific performance milestones [4] - If Musk fails to meet the milestones within 10 years, he will not receive the corresponding shares [4] Group 2: Performance Milestones - One key milestone requires Musk to increase Tesla's total cumulative vehicle sales to 20 million within 10 years, with current sales at approximately 8 million [5] - Other milestones include the successful development of full self-driving electric vehicles, robotaxis, and autonomous humanoid robots [5] - Additional metrics involve achieving adjusted EBITDA minimums and increasing Tesla's market capitalization to $8.6 trillion, an eightfold increase from its current valuation of $1.1 trillion [6][7] Group 3: Musk's Interests and Control - Musk appears to be more interested in artificial intelligence and robotics than electric vehicles, which may lead to questions about his commitment to Tesla's core business [8] - He has the option to pursue these interests through his AI company, xAI, or a new venture, which could complicate his relationship with Tesla [9][10] - Musk's significant control over Tesla's board could facilitate a spinoff or sale of autonomous technology divisions if he chooses to pursue other interests [10] Group 4: Investor Perspective - From an investor's standpoint, if Musk successfully develops the outlined technologies and achieves the market cap goal, the compensation package could be justified [12][13] - The potential for Musk to become the world's first trillionaire may incentivize him to remain with Tesla despite his shifting interests [11][12]

A look back at the stock market's dominant companies in 1995 shows just how much has changed in the past three decades.The stock market's biggest companies looked very different 30 years ago. On Dec. 29, 1995, the top three names were ExxonMobil with a market cap of $101 billion, Coca-Cola at $93 billion, and General Electric at $74 billion.While all three of these companies are still large-cap stocks in their existing forms, the S&P 500 index has outperformed them by a wide margin over the past 30 years, a ...

Core Viewpoint - The Trade Desk's premium valuation is increasingly difficult to justify due to competitive pressures and slowing growth [2][3][11]. Financial Performance - In Q2 2025, The Trade Desk reported a revenue increase of 19% year-over-year to $694 million, with adjusted EBITDA of approximately $271 million, reflecting a 39% margin [5]. - The first quarter of 2025 saw a revenue increase of 25% to $616 million, while full-year 2024 revenue grew by 26% [7]. - For Q3 2025, management guided revenue of at least $717 million, implying a 14% year-over-year growth [7]. Growth Dynamics - Connected TV (CTV) remains the fastest-growing channel for The Trade Desk, with no signs of slowing down [6]. - However, growth is decelerating, with a drop from 25% in Q1 to 19% in Q2, and guidance suggesting mid-teens growth for the upcoming quarter [7][11]. Competitive Landscape - Netflix's announcement to allow programmatic ad purchases through Amazon's DSP poses significant competitive risks for The Trade Desk [2][9]. - The entry of Amazon into the programmatic advertising space could pressure The Trade Desk's pricing power and market share, as large buyers may prefer Amazon's tools [10]. - The Trade Desk remains the leading independent DSP, with a customer retention rate above 95% and a strong product roadmap [11]. Valuation Concerns - The stock trades at a price-to-earnings multiple in the high 50s, which assumes sustained growth and market share gains without significant pressure from larger platforms [11]. - A more appropriate price-to-earnings ratio in the 30s may better reflect the competitive and execution risks associated with connected TV [12].

Core Viewpoint - The electric vehicle (EV) market is currently experiencing a downturn, creating potential buying opportunities for contrarian investors in companies like BYD, QuantumScape, and EVgo [2][4]. Group 1: BYD - BYD became the world's largest EV maker in 2022, with annual vehicle sales increasing from 427,302 units in 2020 to 4.3 million units in 2024, and revenue rising fivefold to 777 billion yuan ($109 billion) [5]. - The company's vertical integration in manufacturing batteries, motors, chips, and power electronics has allowed it to control production costs and avoid supply chain issues, leading to competitive pricing in China's fragmented EV market [6]. - Analysts project BYD's revenue and adjusted EBITDA to grow at a CAGR of 15% and 11% respectively from 2024 to 2027, with the stock currently valued at 7 times this year's adjusted EBITDA [7][8]. Group 2: QuantumScape - QuantumScape is developing solid-state lithium metal batteries, which offer higher energy density and faster charging times compared to traditional lithium-ion batteries [9][10]. - The company plans to start generating revenue in 2026 through field tests and intends to license its technology to other automakers [11]. - Revenue is expected to increase from $5 million in 2026 to $62 million in 2027, although the stock is currently valued at 72 times its projected sales for 2027 [12]. Group 3: EVgo - EVgo operates 4,350 charging stalls and serves 1.5 million customers, with a 50% increase in charging stations and a 150% growth in its customer base since the end of 2022 [13]. - Analysts forecast a CAGR of 32% for EVgo's revenue from 2024 to 2027, with adjusted EBITDA expected to turn positive in 2026 and more than double in 2027 [14]. - The company's current valuation is low at just 1.5 times this year's sales, despite competition in the U.S. EV charging market [15].

Core Viewpoint - The article discusses three high-profile companies that are potential candidates for forward stock splits, highlighting the trend's popularity among investors and its historical performance in relation to the S&P 500. Group 1: Stock Split Overview - A stock split is a method for publicly traded companies to adjust their share price and outstanding share count without affecting market capitalization or operating performance [2] - Forward splits are generally favored by investors as they indicate a company's strong performance, while reverse splits are often viewed negatively as they are associated with struggling businesses [4][5] Group 2: Potential Candidates for Forward Splits - Meta Platforms is identified as a prime candidate for a forward split, with approximately 28% of its shares held by retail investors and a current share price in the mid-$700s [9] - Meta's revenue is heavily reliant on advertising, with 98% coming from its social media platforms, and it boasts a significant user base of 3.48 billion daily users [10] - Goldman Sachs is another potential candidate, with nearly 31% of its shares held by non-institutional investors and a recent all-time high share price of almost $764 [15] - The company’s strong position in investment banking and M&A, along with its resilience to market fluctuations, supports the likelihood of a future split [17][18] - Netflix, having completed two forward splits in the past, has over 20% of its shares held by retail investors and a share price that recently topped $1,300 [19][20] - The introduction of an ad-supported subscription tier has significantly boosted Netflix's user base, making it a strong candidate for a forward split [22]

The Department of Defense made a historic investment in MP Materials, a rare earth producer, back in July.MP Materials (MP 0.95%), a lesser-known player in the mining sector, has captured attention following a significant investment from the U.S. government earlier this year. As the operator of one of the only rare earth magnet companies in the United States, MP has found itself in the spotlight amid the U.S.'s ongoing trade war with China. Rare earth materials play a pivotal role in defense, technology, an ...

Core Insights - AppLovin is set to join the S&P 500 on September 22, 2025, marking it as one of only 10 companies to be added this year [2] - The stock has experienced a remarkable 541% increase over the past year and a 652% gain since its IPO in early 2021, significantly outperforming the S&P 500's 55% increase during the same period [2] - The company's revenue has surged by 510% and net income has skyrocketed by 3,490% in less than five years, indicating strong fundamentals [2] Company Performance - In Q2, AppLovin reported revenue of $1.26 billion, a 77% year-over-year increase, and earnings per share (EPS) of $2.39, up 169% [7] - The results exceeded Wall Street's expectations, with analysts predicting revenue of $1.22 billion and EPS of $1.96 [8] - The company forecasts Q3 revenue of $1.33 billion, surpassing analysts' expectations of $1.31 billion [8] Financial Metrics - Operating cash flow reached $772 million, a 70% increase, while free cash flow was $768 million, up 72% [9] - AppLovin's net revenue per installation increased by 70%, and the number of installations grew by 8% [7] Market Sentiment - Wall Street analysts remain bullish on AppLovin, with 76% rating it a buy or strong buy [10] - Analyst Rob Sanderson from Loop Capital has a buy rating with a price target of $650, suggesting a potential upside of 33% [11] - The stock is currently priced at 36 times next year's expected earnings and 23 times next year's sales, which is considered reasonable given its growth trajectory [12] Industry Position - AppLovin operates in the adtech sector, providing a SaaS platform that aids app developers in marketing and monetizing their applications [5] - The company is expanding its offerings to include new adtech solutions tailored for e-commerce platforms and leveraging AI technology with its Axon 2.0 platform [6]