Amazon's AWS division builds critical infrastructure for the AI boom.The artificial intelligence (AI) revolution is well under way. According to most estimates, the AI market is expected to grow in value by 30% or more per year for the next decade. As with any boom, however, it can be difficult to tell which businesses will ultimately benefit. This Amazon division is an AI powerhouseFew laypeople think of Amazon (AMZN 1.04%) as an AI stock. Most don't view it as an infrastructure stock, either. But most of ...

This AI player has delivered earnings and share price performance over time.Some investors and analysts alike have expressed mixed feelings about Palantir Technologies (PLTR 4.00%) over the past couple of years. Yes, demand for the company's software has been booming and translating into fantastic earnings growth. But this also has resulted in a soaring valuation as other investors piled into the stock. Palantir has traded for as much as 289 times forward earnings estimates in recent times, a level that man ...

A thinner, premium iPhone aimed at upgraders could be exactly what Apple needs to keep growth moving.Apple (AAPL -1.41%) unveiled a brand-new iPhone Air on Sept. 9, alongside its latest flagship iPhones, new Apple Watch models, and AirPods Pro 3. The iPhone Air slots between the mainstream and Pro lines with an emphasis on design -- it is Apple's thinnest iPhone yet -- and pro-level performance. Preorders for the all-new iPhone Air start Sept. 12, with availability on Sept. 19, at a $999 starting price.This ...

Opendoor's new interim leader is looking to artificial intelligence to help improve the company's operations.Artificial intelligence (AI) has been transforming businesses across the globe and across all sectors of the economy. While it may not necessarily fix a broken business, it can help add efficiency, unlock new growth opportunities, and drive down costs. Those are all things that Opendoor Technologies (OPEN 1.08%) could benefit from. Many investors and analysts see the iBuying company as nothing more t ...

Despite its aging brand name and operating in a highly competitive brick-and-mortar retailing business, Walmart seems to be firing on all cylinders.It's certainly not the most exciting of potential stock picks. Last quarter's revenue growth of 4.8% (or 5.6% when adjusting for currency fluctuation) is in line with the company's long-term norms, in fact.Nevertheless, retailer Walmart (WMT 0.03%) is a solid prospect for almost any investor's portfolio. Here are the top five reasons it might belong in yours as ...

Group 1: AI Market Overview - The artificial intelligence (AI) market is projected to contribute trillions to the global economy, presenting opportunities for investors seeking long-term, low-risk investments in the sector [2] - Companies supplying computing hardware for AI technology and those benefiting from AI-powered consumer products are highlighted as potential investment targets [2] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC holds over 65% of the chip foundry market, making it a key player in the production of chips essential for AI technology [4][6] - The company has a significant manufacturing capacity, producing 17 million 12-inch equivalent silicon wafers annually, which supports its diverse market presence [5] - TSMC reported a net income of $45 billion on $106 billion in revenue over the past year, with a history of double-digit annualized revenue growth expected to continue [6][7] - In Q2, TSMC's revenue grew by 44% year over year, and its stock has increased by 51% over the past year, driven by anticipated AI chip revenue growth in the mid-40s range over the next five years [7][8] Group 3: Apple - Apple has not yet made significant advancements in AI but possesses a large installed base of over 2.35 billion active devices, positioning it well for future AI integration [9][11] - The company is exploring partnerships to enhance its AI capabilities, including a potential collaboration with Google's Gemini for its Siri voice assistant [10][12] - Apple's strong brand reputation for user privacy gives it a competitive edge over other tech companies, which may facilitate its entry into the AI market without compromising consumer trust [12] - Analysts expect Apple's earnings to grow at a rate of 10% per year, indicating strong growth potential despite its current lag in AI [13]

Core Insights - Coupang is experiencing steady growth and is positioned as a leading player in South Korea's online shopping market, drawing comparisons to Amazon's business model [1][2] - The company has a robust fulfillment infrastructure that supports rapid delivery, contributing to its $30 billion in trailing revenue [4] - Coupang's subscription service, Rocket Wow, has shown resilience in customer growth despite a recent price increase, indicating strong customer loyalty [5][6] Business Model and Performance - Coupang's fulfillment model allows for same-day delivery, including fresh groceries, enhancing customer satisfaction and operational efficiency [4] - The Rocket Wow subscription service generates significant recurring revenue, with an estimated 10 million subscribers contributing approximately $684 million annually [6] - The company's annual revenue reached $32.3 billion, growing 19% year over year, with projections to approach $40 billion in the next 12 months [12] Market Expansion - Coupang is expanding its market presence by entering Taiwan, where it has seen rapid revenue growth of 54% quarter over quarter and over 100% annually [9] - The limited size of the South Korean market poses a challenge, but international expansion could mitigate this risk and enhance growth potential [8] Profitability Outlook - Coupang's core commerce operations in South Korea have a profit margin of 9%, indicating potential for future profitability [13] - Long-term projections suggest that profit margins could expand to 10% or higher, with potential earnings power reaching $4 billion based on $40 billion in revenue [14] - The current market capitalization of $52 billion presents a favorable price-to-earnings ratio of 13, suggesting that Coupang stock may be undervalued [11][14] Investment Consideration - Coupang stock is viewed as a potential buy below or above $30, appealing to long-term investors seeking growth opportunities [15]

Core Viewpoint - Energy Transfer's unit price has declined over 12% this year, underperforming the S&P 500's 10% gain, but the company is expected to recover due to several catalysts [1][10] Financial Performance - In 2024, Energy Transfer achieved a 13% growth in adjusted EBITDA and a 10% increase in distributable cash flow, driven by acquisitions and strong market conditions, resulting in a 42% spike in unit price [3] - For the current year, adjusted EBITDA is expected to be at or below the low end of the $16.1 billion to $16.5 billion guidance range, indicating a growth rate of less than 4% due to lack of acquisitions and cooling market conditions [4] Future Growth Prospects - Energy Transfer plans to invest $5 billion in organic expansion projects this year, with several projects entering commercial service, which is expected to contribute to income growth in 2026 and 2027 [5] - Additional projects are planned through the end of the decade, including the Hugh Brinson phase 2 in 2027 and the Desert Southwest Expansion project in 2029, which could enhance long-term growth potential [6] Acquisition Strategy - Acquisitions have significantly contributed to Energy Transfer's growth, with notable deals since 2019 totaling over $22 billion, leading to a 10% compound annual adjusted EBITDA growth from 2020 to 2024 [7][8] - The company is in a strong financial position, with a leverage ratio in the lower half of its target range, allowing for potential acquisitions to further accelerate growth [8] Impact of Affiliated MLPs - Energy Transfer will benefit from acquisitions made by its affiliated MLPs, such as Sunoco LP's recent acquisitions, which are expected to enhance earnings growth and positively impact Energy Transfer's bottom line [9]

Docusign is still recovering from its post-pandemic slump, but it's been building momentum again lately with help from its AI offerings.Docusign (DOCU -2.34%) stock was a pandemic darling. Its stock price peaked at around $310 in 2021, a tenfold gain from its 2018 IPO price of $29. Lockdowns and social restrictions triggered by COVID-19 drove explosive demand for the company's digital contract management tools, which helped businesses close deals even when participants could not meet face to face.But Docusi ...

This Nvidia favorite saw revenue triple in the recent quarter.You may not think of Nvidia (NVDA 1.46%) from an investor's point of view. After all, it's not a financial services company or an individual. It's a chip designer focused on artificial intelligence (AI) products and services. This business has helped the company grow earnings in the double and triple digits to record levels in the billions of dollars.So Nvidia has shown that it can be a powerful tech player... but it's also demonstrated that it c ...