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Billionaire Jeff Yass Sold 73% of Susquehanna's Stake in Nvidia and Is Piling Into This Beloved Artificial Intelligence (AI) Stock Instead
The Motley Fool· 2024-10-22 09:06
Susquehanna International's Jeff Yass sent more than 52 million shares of Nvidia to the chopping block during the second quarter in favor of Wall Street's favorite artificial intelligence (AI) networking stock. Earnings season is officially kicking into high gear. Over the span of roughly six weeks, a majority of America's most-important publicly traded companies will spill the beans to Wall Street and investors regarding their operating performance over the prior quarter. While corporate profit growth is v ...
Should You Forget Nvidia and Buy This Artificial Intelligence (AI) Stock Right Now?
The Motley Fool· 2024-10-17 13:10
This player says AI revenue is going strong.Nvidia (NVDA 3.13%) has been a pretty sure bet for investors over the past few years. The artificial intelligence (AI) chip giant has delivered triple-digit gains in earnings quarter after quarter, and that has prompted the stock to skyrocket. Nvidia shares have climbed more than 2,500% over the past five years and are heading for an increase of more than 160% in 2024.All of this sounds great, but you may be wondering if this AI star will continue to rocket higher ...
Politicians Are Selling These 3 AI Stocks
The Motley Fool· 2024-10-15 10:45
Temperatures are cooling -- and so is enthusiasm for AI stocks for some inside the Beltway. With election season in full swing, politicians are focused on their election campaigns, stumping for other candidates, legislative duties, and other responsibilities. This doesn't mean they're ignoring their investment portfolios, though. In fact, the same enthusiasm for artificial intelligence (AI) that is sweeping through the market is also visible among those in Congress. But not everyone is bullish on AI stocks. ...
Want to Make Money From AI? These Top Tech Stocks Pay You to Own Them.
The Motley Fool· 2024-10-14 12:17
These leading AI players all pay dividends to their shareholders. Many companies retain all their profit to finance their expansion. However, some are so profitable that they have more money than they need to grow their businesses. That enables them to return some cash to their investors, which they can do by repurchasing shares and paying dividends. Despite investing billions of dollars into artificial intelligence (AI), leaders such as Broadcom (AVGO -2.27%), Microsoft (MSFT 0.11%), and Meta Platforms (ME ...
Should You Forget Nvidia and Buy These 2 Other Artificial Intelligence (AI) Stocks Right Now?
The Motley Fool· 2024-10-12 07:55
Nvidia and AI Market Overview - Nvidia has been a dominant player in the AI chip market, with its stock surging 539% over the past three years and trading at 62 times earnings [1] - However, Nvidia faces increasing competition as major customers develop their own in-house AI accelerators, potentially impacting its market position [1] Broadcom's Role in AI - Broadcom is a key player in the AI chip market, providing essential technologies for custom AI ASICs used by major cloud providers and tech companies like Meta Platforms [2] - Broadcom's custom ASIC revenue grew more than 3.5 times (350%) year over year last quarter, indicating strong demand for its AI-related technologies [3] - The company is also expanding its AI-focused empire through acquisitions and has a growing 1.2% dividend, making it a solid value in the AI space [4] Lam Research's Position in AI Chip Manufacturing - Lam Research is a leading semiconductor equipment company, specializing in etch and deposition machines crucial for producing next-generation AI chips and memory [5] - The company's machines are essential for producing vertical through-silicon vias (TSV) in high bandwidth memory (HBM) for AI applications, which is expected to drive increased capital spending [6] - Lam Research anticipates an extra $1 billion in revenue from gate-all-around transistors this year, with strong growth expected in its AI-focused segments and NAND flash business [7]
2 Growth Tech Stocks With Room to Run, According to These Analysts
The Motley Fool· 2024-10-11 09:20
These stocks have doubled over the last year and can hit new highs in 2025 and beyond. Investors can find monster winners in the stock market by focusing on the rate of a company's growth. It's no secret that artificial intelligence (AI) is fueling strong returns for some companies. SoundHound AI (SOUN 4.54%) and Broadcom (AVGO -0.14%) are two stocks that have soared over the last year based on rapid growth for AI-related products. The good news is that Wall Street analysts still see some upside for these g ...
Invest $100,000 For An AI-Powered Dividend Snowball
Seeking Alpha· 2024-10-10 15:30
Core Insights - The articles highlight the value of high-yield investment services, emphasizing the importance of quality research and unique investment opportunities over traditional high-yield stocks [1][2]. Group 1: Investment Philosophy - Charlie Munger advocates for building a $100,000 investment portfolio to realize substantial benefits from prudent investments [1]. - The focus is on identifying relatively unknown investment opportunities rather than just promoting well-known high-yield stocks [2]. Group 2: Service Quality - The high yield investment service is praised for its excellent research and comprehensive suggestions, which are beneficial for investors, especially those approaching retirement [2]. - The service emphasizes a balanced, evidence-based approach that helps investors avoid unsustainable yield chasing [2].
2 Growth Beasts That Have Generated Around 500% Returns for Investors in 5 Years
The Motley Fool· 2024-10-10 08:37
These companies both generated more than 45% revenue growth in their most recent quarters.Buying top growth stocks can be an excellent way to raise your portfolio's value over time. Investors often flock to businesses that are generating strong and impressive financial results. Dividend stocks might offer some more stability and plenty of recurring revenue, but the biggest gains often come from companies that are focused on long-term growth.Two of the best growth stocks you could have owned over the past fi ...
3 Dividend-Paying Chip Stocks You Don't Want to Miss
MarketBeat· 2024-10-08 13:31
Chip stocks have taken the market by storm over the past several years, racking up huge returns in many cases. However, many of these high-flying stocks are not returning value to their shareholders in the form of dividend income. Thankfully, there are companies in this industry that can be looked at to provide dividends. Below, I'll detail three of these firms. Get Broadcom alerts: Everything's Bigger (Including Dividends) in Texas First up is Texas Instruments NASDAQ: TXN. The integrated device manufactur ...
3 Stock-Split Stocks to Buy Before They Soar as Much as 215%, According to Select Wall Street Analysts
The Motley Fool· 2024-10-06 09:03
Core Viewpoint - Stock-split stocks tend to outperform the broader market, with an average stock price gain of 25% in the year following the announcement, compared to 12% for the S&P 500 [1] Group 1: Broadcom - Broadcom reported a 47% year-over-year revenue increase to $13 billion in its fiscal third quarter, with adjusted EPS rising 18% to $1.24 [2] - The company raised its full-year revenue guidance to $51.5 billion, indicating nearly 44% growth [2] - A 10-for-1 stock split occurred in July, and the stock has more than tripled since the start of 2023, with a potential upside of 36% according to analyst Hans Mosesmann, who has a price target of $240 [3][4] Group 2: Nvidia - Nvidia's fiscal 2025 second quarter revenue surged 122% year-over-year to $30 billion, with diluted EPS increasing 168% to $0.67 [5] - The data center segment, which includes AI chips, saw a revenue increase of 154% to $26.3 billion [5] - Nvidia's stock has risen 754% since the start of 2023, and analysts predict a potential upside of 85%, with a price target of $200 [6][7] Group 3: Super Micro Computer - Super Micro Computer achieved record revenue of $5.3 billion in its fiscal 2024 fourth quarter, a 143% increase, with adjusted EPS rising 78% to $6.25 [8][9] - The company completed a 10-for-1 stock split recently, and despite facing scrutiny from a short report, analyst Hans Mosesmann maintains a buy rating with a price target of $130, representing a potential upside of 215% [10][11] - Supermicro controls 70% to 80% of the direct liquid cooling market, which is crucial for AI applications [8]