Investors haven't had many chances to consider buying shares of the artificial intelligence (AI) leader Nvidia (NVDA -5.07%) on a big dip over the last several years. But now is one of those times. In fact the recent pullback in Nvidia shares is the largest drop from a recent high in the last two years. Shares are down 20% year to date, and 28% off a January high.There are many reasons stocks drop. Company-specific news, investors rotating away from one sector toward others, and general risk angst are a few ...

Core Viewpoint - The Nasdaq stock market has entered correction territory, with the Nasdaq Composite down approximately 14% from its recent high, presenting potential buying opportunities for long-term investors [1] Company Overview: SoFi Technologies - SoFi Technologies has experienced significant stock price volatility, losing over a third of its value in the past six weeks, despite entering 2025 with strong business momentum [2][3] - In 2024, SoFi achieved a 26% revenue growth, reaching an all-time high, and recorded its first full year of profitability with the highest adjusted EBITDA, adjusted EPS, and net income in its history [4] - The company ended 2024 with 10.1 million members, a 34% increase year-over-year, and reached $25 billion in deposits, a notable achievement given its lack of a banking charter until 2022 [5] Business Growth and Opportunities - SoFi is expanding its loan platform business, which generates low-risk, capital-light fee income by originating loans for third-party lenders [6] - The company launched two new credit cards in Q4, targeting its affluent membership base, with potential for further premium or travel credit card offerings [7] - SoFi anticipates approximately 25% revenue growth and 73% diluted EPS growth in 2025, supported by a strong track record of exceeding guidance [8] Recent Developments - Following the release of its fourth-quarter and 2024 year-end results, SoFi's stock has declined by about 33%, despite no fundamental changes in the business, with recent news being positive [9] - Recent announcements include enhancements to SoFi Plus premium membership, co-branded debit rewards cards through Galileo, and a nearly $700 million securitization of personal loans [10] Market Context - While the overall market is experiencing a downturn, the stock of SoFi is becoming increasingly attractive from a risk-reward perspective, potentially offering a bargain if the company maintains its growth momentum [11]

Core Viewpoint - Investors are currently selling assets due to market corrections, leading to a search for safe haven investments, with Kraft Heinz being highlighted as a potential option despite its underlying business challenges [1][2][4]. Group 1: Market Context - The Nasdaq Composite has experienced a decline of approximately 10%, indicating a market correction, which often triggers a risk-off mentality among investors [4]. - In response to market declines, investors typically sell off high-flying stocks and seek safer investments, particularly in the consumer staples sector [2][3]. Group 2: Kraft Heinz Analysis - Kraft Heinz is positioned as a consumer staples giant with a dividend yield of around 5%, significantly higher than the sector average of approximately 2.6% [5]. - Despite its attractive dividend yield, Kraft Heinz has been facing ongoing business challenges, with organic sales for its key brands declining by 5.2% in Q4 2024, following previous declines in earlier quarters [7]. - The company has undergone a management shake-up and is attempting to refocus on its most important brands, similar to strategies employed by Procter & Gamble [6]. Group 3: Investment Recommendations - Given the current performance issues of Kraft Heinz, it may not be the best choice for investors seeking safety in the consumer staples sector; alternatives like the Consumer Staples Select Sector SPDR ETF or strong performers like Coca-Cola or PepsiCo are suggested [9].

Core Viewpoint - The recent correction in the Nasdaq Composite presents a buying opportunity for quality stocks, specifically Alphabet and Microsoft, which are now more attractively priced than earlier in the year [1]. Group 1: Alphabet - Alphabet's shares are down approximately 20% from their all-time highs in early February, resulting in a forward price-to-earnings (P/E) ratio of 18.5, indicating an attractive valuation [2]. - The company is a leader in digital advertising, with Google being the largest platform globally and YouTube ranking fourth [3]. - Alphabet is heavily investing in artificial intelligence (AI) to enhance search results and create new ad formats, which could significantly increase monetization opportunities [4]. - The Gemini 2.0 model is improving Alphabet's capabilities in multimodal search, and its Veo 2 text-to-image video generator is outperforming competitors [5]. - Google Cloud, Alphabet's cloud computing division, reported a 30% revenue growth and a 142% increase in segment income last quarter, indicating a profitability inflection point [6]. - Alphabet is also advancing in quantum computing and autonomous driving, with its Waymo unit being the only provider of paid robotaxi rides in the U.S. [7]. Group 2: Microsoft - Microsoft, known for its Office 365 productivity tools, also owns the second-largest cloud computing business and operates various platforms including LinkedIn and GitHub [8]. - The company has successfully transitioned to a subscription model for its software, driving growth and embracing AI through significant investments in OpenAI [9]. - Azure, Microsoft's cloud computing unit, experienced a 31% revenue growth last quarter, with Azure AI revenue soaring 157% year over year [10]. - Microsoft 365 AI copilots are a significant growth opportunity, offering AI assistance to users for various tasks, which could lead to high adoption rates if proven effective [11][12]. - Following the market pullback, Microsoft's stock trades at a forward P/E of 25 based on fiscal year 2026 estimates, presenting a reasonable valuation for a leading tech company [13].

Strong secular tailwinds and several sizable opportunities will continue behind the current market downdraft.The Nasdaq Composite (^IXIC -4.20%) has been riding high for more than two years now, as waning inflation, the prospect of lower interest rates, and the emergence of artificial intelligence (AI) helped fuel its impressive gains. In fact, since the bull market began in late 2022, the tech-centric index climbed as much as 95% before the recent market swoon.Since its peak in December, however, the Nasda ...

Core Viewpoint - The Nasdaq Composite index is currently in correction territory, down 13% from its recent high, creating potential buying opportunities for long-term investors in quality companies [1]. Group 1: Advanced Micro Devices (AMD) - AMD operates in the data center GPU space, competing primarily with Nvidia, but also has significant business in desktop and laptop processors, gaming chips, and embedded applications [3][4]. - AMD's data center revenue nearly doubled year-over-year in 2024, with adjusted EPS growth of 25% and an expected 30% revenue growth in Q1 2025 [5]. - The data center industry is projected to grow by 140% by 2030, and AMD's stock is trading at about 21 times forward earnings, indicating a potential investment opportunity [6]. Group 2: PayPal - PayPal's stock has dropped significantly following a disappointing earnings report, now trading at less than 14 times expected 2025 EPS, presenting a long-term investment opportunity [7]. - The company has undergone leadership changes focused on efficiency, with recent EPS growth reflecting these improvements, and new initiatives like an advertising platform launched in mid-October [8][9]. - PayPal generates approximately $6 billion in annual free cash flow, primarily used for share buybacks, indicating strong cash generation capabilities [10].

Core Viewpoint - The current market conditions present a buying opportunity for SoundHound AI as its stock has declined significantly, making it more reasonably priced for long-term investors [2][12]. Company Overview - SoundHound AI has been an innovator in artificial intelligence since 2006, with its song-identification application leading to a substantial audio data repository and user satisfaction [3]. - The company has transitioned from song identification to a general-purpose voice assistant, finding applications in various business operations such as drive-thru ordering and in-car infotainment [4]. Market Position and Strategy - Management positions SoundHound AI as a market leader with value for advertisers, e-commerce merchants, app developers, and technology product creators, drawing inspiration from major tech companies like Alphabet, Amazon, Apple, and Microsoft [5][6]. - Although comparisons to these tech giants are ambitious, SoundHound AI is seen as at the beginning of a potentially lucrative growth trajectory [6]. Stock Performance and Valuation - The stock has experienced volatility, including a peak price of $24.23 per share due to speculative trading and short-selling activities, but has since retreated to single-digit territory [8][9]. - The price-to-sales ratio has decreased from 110.5 in late December to 40.6, indicating a more favorable valuation despite ongoing negative profits [10]. - The company has a backlog of $1.2 billion in multiyear contracts, which, under conservative assumptions, translates to a valuation of approximately 11 times annual contract values [11]. Growth Potential - Recent financial reports indicate that SoundHound AI's revenue more than doubled in the last quarter, supporting the company's sales growth promises and long-term market opportunity [11][12].

It's official. The stock market has gone negative for the year. After starting 2025 with a robust rally, the S&P 500, as tracked by the SPDR S&P 500 ETF Trust NYSEARCA: SPY, is down 1.73%, and the Nasdaq-100, as tracked by the Invesco QQQ NASDAQ: QQQ is down 3.8% year-to-date (YTD) as of February 28, 2025. The descent has been led by the collapse of the computer and technology sector, which the iShares U.S. Technology ETF can track NYSEARCA: IYW, which is down 6.54% YTD as of February 28, 2025. If the Magni ...

HOUSTON, March 10, 2025 (GLOBE NEWSWIRE) -- Plus Therapeutics, Inc. (Nasdaq: PSTV) (the “Company” or “Plus Therapeutics”), a clinical-stage pharmaceutical company developing targeted radiotherapeutics with advanced platform technologies for central nervous system cancers, today announced that on March 7, 2025 the Company received confirmation from Nasdaq that the Company has regained compliance with Nasdaq’s minimum stockholders’ equity requirement. The Company’s common stock will continue to be listed and ...

The Nasdaq has been a surefire winner over the past two years, soaring in the double digits annually. Investors were optimistic about the potential for a lower interest rate environment ahead and the fact that such a backdrop could benefit high-growth companies. Declining rates makes it easier for them to borrow to expand -- and offer potential customers more buying power. All of this has fueled revenue growth, and investors have particularly favored companies in the hot areas of artificial intelligence and ...