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Nasdaq Market Whiplash: 3 Stocks to Buy Hand Over Fist and Hold for Decades
The Motley Fool· 2025-04-12 08:48
Core Viewpoint - The Nasdaq Composite index has experienced significant volatility, recently entering a bear market but showing signs of recovery, presenting potential buying opportunities for long-term investors in select stocks [2][3]. Group 1: Alphabet - Alphabet's share price is down approximately 25% from its all-time high earlier this year, creating a favorable buying opportunity for long-term investors [4]. - The company has a price-to-earnings-to-growth (PEG) ratio of 1.04, indicating reasonable valuation based on five-year earnings growth projections [4]. - Google Cloud is the fastest-growing major cloud services provider, and the rollout of its Gemini large language model has positioned it competitively against OpenAI's ChatGPT [5]. - Google Search has integrated generative AI features, leading to increased search usage and user satisfaction, which is expected to drive robust growth [6]. - Future revenue growth is anticipated from Alphabet's Waymo self-driving car technology unit [6]. Group 2: Intuitive Surgical - Intuitive Surgical's share price is down about 6% from the beginning of the year, but it remains a strong long-term investment [7]. - The company has over 10,670 robotic surgical systems installed globally, with nearly 2.7 million procedures performed last year, showcasing its market leadership [8]. - A significant 84% of Intuitive Surgical's total revenue in 2024 is expected to come from recurring sources, up from 71% in 2017, indicating strong cash flow [9]. - The company estimates that there are 8 million procedures annually that it can target, which is nearly three times its current procedure volume, with additional potential in 22 million procedures under development [10]. Group 3: Vertex Pharmaceuticals - Vertex Pharmaceuticals has achieved a 17.5% gain so far in 2025, indicating strong momentum [12]. - The company holds a virtual monopoly in treating cystic fibrosis, bolstered by the FDA approval of Alyftrek, which offers more convenient dosing and potentially higher profitability [13]. - Vertex's new drug Journavx, approved in January, is the first new class of pain medication in over 20 years, expected to be commercially successful due to its non-addictive properties [14]. - The company is also advancing the rollout of Casgevy, a gene-editing therapy for sickle cell disease, and has a promising pipeline with four late-stage programs, including one aimed at curing severe type 1 diabetes [15].
Hang Seng Tumbles on Trade War Jitters; Nasdaq Soars on Tariff U-Turn – Weekly Recap
FX Empire· 2025-04-12 03:00
Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].
Nasdaq Bear Market: Could Buying Nvidia Today Set You Up for Life?
The Motley Fool· 2025-04-11 14:00
With the Nasdaq Composite in bear market territory, many stocks look like absolute bargains compared to their previous values. One of those stocks is Nvidia (NVDA 1.94%), which has been practically the No. 1 stock to own in the market since 2023.With the stock down around 35% from its all-time high, many investors are likely wondering if buying Nvidia today could be the deal of a lifetime and give them fantastic returns and help set them up for life. Is this true? Or is Nvidia a value trap here?The AI race ...
Nasdaq Bear Market: Should You Buy ASML Stock Right Now?
The Motley Fool· 2025-04-11 12:00
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
If I Could Buy Only 1 Stock in This Nasdaq Bear Market, This Would Be It
The Motley Fool· 2025-04-11 11:15
Core Viewpoint - The stock market is experiencing significant volatility, influenced by tariff announcements from the Trump administration, with the S&P 500 showing fluctuations of over 10% up and 3.5% down within a week [1] Group 1: Market Conditions - The Nasdaq 100 has officially entered a bear market, with a decline of over 20% in recent weeks before a brief recovery of 12.2% [1] - Historical data indicates that the largest up days often occur during bear markets, suggesting uncertainty about the continuation of the bear market in Nasdaq stocks [2] Group 2: Company Focus - Airbnb - Airbnb is highlighted as a strong investment choice due to its conservative balance sheet and long-term growth potential, especially during the current bear market [3] - The company is insulated from tariff impacts due to its online marketplace model, which lacks a supply chain and does not operate in China [4] Group 3: Growth Strategy - In 2024, North America accounted for 46% of Airbnb's gross booking value, but the company is focusing on geographical expansion in underserved markets like Japan, Germany, and Brazil [5] - Airbnb's global expansion strategy is expected to drive double-digit sales growth, with total revenue in 2024 reaching $81.8 billion, a 12% year-over-year increase [6] Group 4: New Services - Airbnb plans to introduce new features in 2025, expanding beyond its home-sharing model to include additional services for both hosts and guests [7][8] - Potential new offerings may include local tours, airline tickets, and services for hosts to enhance their listings [8] Group 5: Valuation - As of Thursday's trading, Airbnb has a market cap of $71.8 billion, with a net cash position of around $8 billion, leading to an enterprise value of approximately $63.8 billion [10] - Despite appearing expensive relative to its trailing net income of $2.65 billion, Airbnb has significant growth potential in earnings driven by revenue growth and margin expansion [11] - Projections suggest that if Airbnb can grow its revenue from $11.2 billion in 2024 to $20 billion by 2030, a net income margin of 30% could yield $6 billion in net income, making it an attractive growth stock [12]
Semiconductors Leading Nasdaq's Bounce-Back: ETFs in Focus
ZACKS· 2025-04-10 17:45
Market Reaction to Tariffs - U.S. stocks experienced significant declines following President Trump's announcement of 10% tariffs on all trading partners, leading to corrections and bear markets for major equity indexes, with the Nasdaq entering bear market territory [1] - On April 9, Trump announced a temporary reduction in tariff rates to 10% for 90 days, resulting in a historic surge across U.S. markets [2] Market Performance - The S&P 500 surged over 9%, marking its third-largest single-day gain since World War II, while the Dow posted its strongest percentage gain since March 2020, and the Nasdaq Composite had its best single-day performance since January 2001 [3] - The Nasdaq-100-based ETF, Invesco QQQ Trust, Series 1 (QQQ), increased by approximately 12% on April 9 [3] Semiconductor Sector Performance - Semiconductor stocks were particularly notable, with six of the top eight performers in the Nasdaq-100 being semiconductor companies, and the VanEck Semiconductor ETF (SMH) advancing 17.2% on April 9 [4] - Top-performing chip stocks included Microchip Technology Inc (up 27.1%), Arm Holdings PLC (up 24.8%), Advanced Micro Devices Inc (up 23.8%), ON Semiconductor Corp (up 22.7%), Marvell Technology Inc (up 21.9%), and NXP Semiconductors NV (up 21.1%) [5] AI Market Developments - Companies are increasingly showcasing their AI product roadmaps, positively impacting chip stocks, with OpenAI valued at $300 million in a new $40 billion fundraising round led by SoftBank [6] - OpenAI's CEO announced that GPT-5 is set to launch in "a few months," indicating advancements beyond initial expectations [7] - Meta launched the first version of its open-source Llama 4 AI model family, with the most powerful model still under development [8] - Other key players in AI include Google with Gemini 2.5, Anthropic with Claude AI models, Elon Musk's xAI with Grok models, and China's DeepSeek preparing new open-source models [9] Semiconductor Industry Challenges - NVIDIA, a leading semiconductor company, faced a 17% stock drop in 2025, with concerns over margin pressure as it scales production of next-gen Blackwell AI chips [11] - In 2023 and 2024, semiconductor stocks outperformed software companies, but interest in data center infrastructure stocks has cooled in 2025, leading to increased scrutiny of AI stocks [13] - The U.S. is tightening restrictions on semiconductor exports to China, particularly targeting high-performance chips for AI systems and advanced computing [13] Investment Opportunities - Despite challenges, developments in the AI field have kept the semiconductor sector active, with recent valuation corrections seen as beneficial [14] - Investing in semiconductor ETFs such as SMH, iShares Semiconductor ETF (SOXX), SPDR S&P Semiconductor ETF (XSD), and Invesco Semiconductors ETF (PSI) could be advantageous if market recovery continues [14]
Nasdaq (NDAQ) Surges 8.4%: Is This an Indication of Further Gains?
ZACKS· 2025-04-10 14:45
Nasdaq (NDAQ) shares rallied 8.4% in the last trading session to close at $71.99. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 8.2% loss over the past four weeks.The surge in price reflects investors' optimism on the announcement of a 90-day pause on tariffs imposed by President Trump on most countries, though a 10% tariff stays in place. Major stock exchanges witnessed surge yesterday given market volatil ...
CURRENC Group Inc. Regains Full Compliance with Nasdaq's Continued Listing Rule
GlobeNewswire News Room· 2025-04-10 12:00
SINGAPORE, April 10, 2025 (GLOBE NEWSWIRE) -- CURRENC Group Inc. (Nasdaq: CURR) (“CURRENC” or the “Company”), a fintech pioneer empowering financial institutions worldwide with artificial intelligence (AI) solutions, today announced that on April 9, 2025, it received written notice from Nasdaq stating that the Listing Qualifications Staff of the Nasdaq Stock Market LLC (“Nasdaq”) has determined that for at least the last ten consecutive business days, the Company’s ordinary shares have maintained a minimum ...
Nasdaq and S&P 500 to give back some of massive tariff reprieve rally gains
Proactiveinvestors NA· 2025-04-10 11:57
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...
1 Nasdaq-100 Subscription-Based Business That Could Succeed Under the New Tariff Environment (Hint: I'm Not Talking About Netflix)
The Motley Fool· 2025-04-10 11:05
Core Viewpoint - The technology sector is experiencing a sell-off due to concerns over new tariffs announced by U.S. President Donald Trump, with the Nasdaq-100 index dropping by 11% since April 2. However, Costco is highlighted as a potential investment opportunity amidst these concerns due to its unique business model and financial profile [1][2]. Company Financials - For the quarter ended February 16, Costco reported net sales of $62.5 billion and total revenue of $63.7 billion, with merchandise costs at $55.7 billion and operating income of $2.3 billion. Membership fees contributed $1.2 billion to total revenue, indicating a significant recurring revenue stream [4][5]. - Costco's operating expenses totaled $61.4 billion, suggesting a thin margin on merchandise sales, which is typical for brick-and-mortar retailers [4]. Membership Model - The subscription model of Costco, which generates high profit margins, is expected to help the company withstand the impact of tariffs. This model differentiates Costco from other retailers like Walmart and Target [6][5]. - CEO Ron Vachris indicated that about one-third of Costco's U.S. sales are imported, with less than half of those from countries directly targeted by tariffs, providing some reassurance regarding the company's exposure to tariff impacts [8]. Market Positioning - Costco's bulk-buying model and competitive pricing may attract cost-conscious consumers, potentially increasing foot traffic and membership volume as tariffs affect the retail economy [9][10]. - Compared to traditional retailers, Costco may be better positioned to navigate the tariff environment, as consumers may seek alternatives that offer better value [10]. Valuation Insights - Costco's forward price-to-earnings (P/E) ratio is currently at 50, significantly higher than the average of 20 for the S&P 500, indicating that while the stock is not cheap, it has normalized from a peak of nearly 60 earlier in the year [11][13]. - Despite near-term uncertainties, Costco is seen as well-prepared to manage the effects of tariffs, particularly on its high-margin subscription business, suggesting a potential buying opportunity for long-term investors [14].