Core Viewpoint - The recent decline in the Nasdaq presents a buying opportunity for high-quality stocks, particularly Alphabet, which has seen a significant drop in its share price but continues to show strong growth potential [1][2][10]. Company Performance - Alphabet's shares have decreased by 20% from their recent peak, yet they have increased over 150% in the past five years, outperforming the S&P 500's gain of more than 90% [3]. - The company's revenue rose by 15% last year to $350 billion, while net income surged over 35% to $100 billion, indicating robust growth for a large company [4]. Valuation Metrics - Alphabet has the lowest forward price-to-earnings (P/E) ratio among the Magnificent Seven at just over 18 times, which is cheaper than the Nasdaq-100's over 25 times and the S&P 500's more than 21 times [3]. AI and Growth Strategy - Artificial intelligence (AI) is a significant growth driver for Alphabet, with CEO Sundar Pichai highlighting strong performance in AI and business momentum in the fourth quarter [6]. - Google Cloud revenues increased by 30% to $12 billion, driven by growth in AI infrastructure and generative AI solutions [7]. - The company plans to invest $75 billion in capital expenditures this year, up from $52.5 billion last year, to enhance its AI capabilities and infrastructure [8]. Future Growth Prospects - Alphabet is positioning itself as a leader in AI infrastructure, which is expected to drive continued growth in its cloud platform and overall revenue [9]. - The integration of AI into its products and platforms is anticipated to enhance user experience and contribute to sustained revenue and earnings growth in the coming years [9].

The Nasdaq has entered correction territory, and just as the so-called "Magnificent Seven" stocks led the market higher during the bull run, these stocks have helped lead the market lower during this recent correction. The "Magnificent Seven" consist of seven leading technology companies: Alphabet (GOOGL -1.76%) (GOOG -1.82%), Amazon (AMZN 0.49%), Apple, Meta Platforms, Microsoft, Nvidia (NVDA 1.93%), and Tesla, all of which trade on the Nasdaq stock exchange.Let's take a look at the three best "Magnificent ...

The Nasdaq Composite has tumbled in recent weeks. The index is down more than 10% from its peak, which puts it in correction territory (a decline of 10% or more from the high). Sell-offs like this can be tough to stomach at first. However, I've come to see corrections as buying opportunities, especially for dividend-paying stocks, since yields move in the opposite direction as stock prices. I currently have my eye on three top-notch Nasdaq-listed dividend stocks that I'd like to buy if the index continues i ...

Market Overview - Technology stocks are experiencing a downturn as investors seek safer investments amid a tariff-induced trade war [1][2] - The Nasdaq Composite index has entered correction territory, down 13% from its recent high on December 16 last year [3] The Trade Desk (TTD) - The Trade Desk's stock has dropped nearly 49% in 2025, presenting an attractive buying opportunity at a valuation of 12 times sales, down from 25 times at the end of 2024 [5][6] - The company missed its revenue expectations in Q4 2024 due to execution issues, leading to the stock's decline [6] - The programmatic advertising market, where The Trade Desk operates, is projected to generate $2.75 trillion in revenue by the end of the decade [7] - The Trade Desk has been integrating AI tools into its platform since 2017, with AI adoption in digital advertising expected to grow at an annual rate of 22.5% through 2033 [8] - Analysts expect The Trade Desk's growth to accelerate in the coming years despite near-term challenges [9][10] - The company ended 2024 with adjusted earnings of $1.66 per share, with expectations of single-digit growth this year followed by stronger growth in subsequent years [10][11] Broadcom (AVGO) - Broadcom's AI revenue grew 77% year over year in Q1 fiscal 2025, exceeding original expectations by nine percentage points [12][13] - The company sees a serviceable addressable market for its AI chips worth $60 billion to $90 billion over the next three fiscal years, significantly higher than its current $16 billion annual revenue run rate [14] - Analysts have raised revenue growth expectations for Broadcom for the next three fiscal years due to impressive top-line growth [15] - Earnings are expected to increase by 36% in the current fiscal year to $6.61 per share, with Broadcom trading at 28 times forward earnings, which is competitive compared to the Nasdaq-100 index [16] - Broadcom's substantial addressable opportunity suggests potential for sustained long-term growth, making it a favorable investment following a 20% decline in 2025 [17]

Core Viewpoint - The Nasdaq Composite index has entered correction territory in 2025, following significant gains in 2023 and 2024, primarily driven by advancements in artificial intelligence (AI) [1][2]. Market Conditions - Investors are taking profits from high-performing tech stocks due to economic uncertainties, including a trade war, declining consumer confidence, and a weak jobs report, leading to a more than 13% drop in the Nasdaq since its peak on December 16, 2024 [2]. Stock Market Correction - A stock market correction is defined as a decline of 10% to 20% in a major index, and the Nasdaq is currently in this range, presenting potential buying opportunities for investors [3]. Nvidia's Current Valuation - Nvidia is currently trading at 24 times forward earnings estimates, which is lower than its forward earnings multiple of 34 at the end of 2022, making it an attractive investment option [6][7]. Nvidia's Growth Performance - Nvidia's revenue for fiscal 2025 increased by 114%, and adjusted earnings rose by 130%, contrasting with flat revenue growth and a 25% drop in adjusted earnings in fiscal 2023 [7]. Market Leadership - Nvidia commands 92% of the AI chip market, positioning it well for continued growth in data center revenue, even if it faces competition [10]. Revenue Opportunities - Nvidia sold $11 billion worth of its latest Blackwell AI processors in the previous quarter, indicating strong demand and potential to capture a significant share of the projected $500 billion AI chip market by 2033 [11]. Automotive Sector Growth - Nvidia's automotive revenue is expected to triple to around $5 billion in the current fiscal year, following a 55% increase in the previous year, supported by partnerships with major automotive companies [12][13]. Enterprise Software Growth - Nvidia's enterprise software revenue doubled last year due to rising demand for AI solutions, indicating a substantial addressable market that complements growth in other segments [14]. Long-term Investment Potential - Nvidia is expected to emerge strongly from the current market correction, providing healthy long-term gains for investors looking to add a fast-growing company to their portfolios [15].

The Nasdaq is officially in correction territory, with the Nasdaq-100 index down by more than 12% from its recent high. A big driver of this has been the "Magnificent Seven" stocks, many of which are down by 20%, or much more, in just a few weeks.To be fair, there's a solid case to be made that some of the megacap technology stocks are still a bit on the expensive side, even after the recent declines. But one that looks especially attractive right now is Google parent company Alphabet (GOOGL -1.45%) (GOOG - ...

The Nasdaq is officially in correction territory, with the Nasdaq-100 index about 13% below its recent high as of this writing. This has created some interesting opportunities for long-term investors, in terms of both individual stocks and exchange-traded funds (ETFs).Of course, the largest and most popular Nasdaq-100 ETF is the Invesco QQQ ETF (QQQ 0.32%), which simply tracks the index. And there's absolutely nothing wrong with buying it on the dip. But I have my eye on two unique Nasdaq ETFs right now tha ...

The Nasdaq party has been going on for a couple of years, but it seems the club owner has turned on the lights, with the index heading into correction territory.A stock market correction happens when a major index falls between 10% and 20% of recent highs, and that's exactly what has happened with the Nasdaq Composite, which is down over 9% year to date and over 13% from its Dec. 16 high (as of March 10).Even though the index is slumping, that doesn't mean the fun is over. If anything, you can view this tim ...

Well, it has happened: After around two years of semismooth sailing, the Nasdaq has entered into correction territory. The Nasdaq Composite, one of the stock market's primary indexes, was down over 9% year to date as of market close March 10, and down roughly 13% since hitting a high on Dec. 16.The current correction isn't a total surprise, but that doesn't make it easier to digest seeing many big-name stocks and major indexes in the red. Despite the Nasdaq currently being in correction, the news isn't all ...

You can count on three things in life: death, taxes, and the stock market eventually experiencing a down period. Unfortunately, the latter is exactly what has happened with the Nasdaq Composite, as the index has fallen into correction territory.A stock market correction is when a major stock market index drops between 10% and 20% from recent highs, and the Nasdaq Composite checked that box, down over 13% from its Dec. 16 record high when the market closed March 10. Investors may not like corrections, but th ...