Palantir: What The Bears Keep Missing
Seeking Alpha· 2025-05-15 08:34
Despite Palantir Technologies’ ( PLTR ) strong run since my early April bullish rating , the bearish sentiment is building up again, fueled by a double top near $125 and renewed concerns over valuation and dilution. This narrativePythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential. By l ...
2 Super Stocks That Could Double Your Money
The Motley Fool· 2025-05-15 08:30
Here are two strong stocks that fit the description well. 1. Shopify Anyone fortunate enough to buy Shopify (SHOP 3.72%) stock at the market bottom in 2022 and hold on since then would have tripled their investment at this point, but there's still significant upside potential for new investors. Shopify helps businesses of all sizes open and run online stores, yet the sites it supports still account for only a small sliver of total e-commerce spending. Attempting to pick stocks that have the potential to dou ...
Youdao Reports First Quarter 2025 Unaudited Financial Results
Prnewswire· 2025-05-15 08:30
HANGZHOU, China, May 15, 2025 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an AI-powered solutions provider specializing in artificial intelligence applications for the learning and advertising verticals, today announced its unaudited financial results for the first quarter ended March 31, 2025.First Quarter 2025 Financial Highlights Total net revenues were RMB1.3 billion (US$178.9 million), representing a 6.7% decrease from the same period in 2024.- Net revenues from learning servi ...
NetEase Announces First Quarter 2025 Unaudited Financial Results
Prnewswire· 2025-05-15 08:30
Core Viewpoint - NetEase, Inc. reported strong financial results for the first quarter of 2025, driven by robust performance in its gaming segment and ongoing innovation across its business lines [1][5][10]. Financial Highlights - Net revenues for Q1 2025 were RMB 28.8 billion (US$ 4.0 billion), a 7.4% increase year-over-year [7][10]. - Net revenues from games and related value-added services reached RMB 24.0 billion (US$ 3.3 billion), marking a 12.1% increase compared to the same quarter of 2024 [8][10]. - Gross profit for the quarter was RMB 18.5 billion (US$ 2.5 billion), an increase of 8.6% year-over-year [13][10]. - Net income attributable to shareholders was RMB 10.3 billion (US$ 1.4 billion), up from RMB 7.6 billion in Q1 2024 [17][10]. - Non-GAAP net income attributable to shareholders was RMB 11.2 billion (US$ 1.5 billion), reflecting a significant increase from RMB 8.5 billion in the same quarter of the previous year [18][10]. Operational Highlights - The company launched several successful titles, including "Marvel Rivals" and "Where Winds Meet," which contributed to increased engagement and revenue [10][8]. - Youdao's net revenues were RMB 1.3 billion (US$ 178.9 million), consistent with the previous quarter but down 6.7% year-over-year due to a focus on core services [9][10]. - NetEase Cloud Music reported revenues of RMB 1.9 billion (US$ 256.1 million), a decrease of 8.4% compared to the same quarter of 2024 [11][10]. - Innovative businesses and others generated RMB 1.6 billion (US$ 223.8 million), down 17.6% year-over-year, primarily due to reduced revenues from advertising services [12][10]. Cash Flow and Dividend - As of March 31, 2025, the company's net cash totaled RMB 137.0 billion (US$ 18.9 billion), an increase from RMB 131.5 billion at the end of 2024 [20][10]. - The board approved a dividend of US$ 0.1350 per share for Q1 2025, payable in June 2025 [21][10]. Share Repurchase Program - The company has repurchased approximately 21.6 million ADSs for a total cost of US$ 1.9 billion under its ongoing share repurchase program [24][10].
2 Catalysts Could Cause This 6%-Yielding Dividend Stock to Soar by the End of 2026
The Motley Fool· 2025-05-15 08:27
Shares of Medical Properties Trust (MPW -2.18%) have gotten shellacked over the past few years. The hospital-focused real estate investment trust (REIT) lost nearly 80% of its value from its peak a few years ago. Weighing on the stock has been a barrage of tenant issues and higher interest rates. Those problems forced the REIT to take several actions to shore up its portfolio and financial profile, including selling properties and slashing its dividend a couple of times. Those moves are finally starting to ...
Is Intuitive Machines Stock a Buy Now?
The Motley Fool· 2025-05-15 08:25
Intuitive Machines' numbers might not seem that impressive, but its recent achievements, fresh contracts, and bright guidance for the rest of the year brought back the bulls. Let's take a look at those three catalysts and see if investors should chase its post-earnings pop. The lunar exploration company still has a bright future. Intuitive Machines' (LUNR 1.89%) stock soared more than 20% to a two-month high on May 13 after it posted its latest earnings report. For the first quarter of 2025, the lunar explo ...
Prediction: This Stock Will Be the Biggest Winner of the U.S.-China Trade Deal
The Motley Fool· 2025-05-15 08:20
The U.S. and China just delivered exciting news to investors. The two countries halted escalating trade tensions and brought import tariffs down from astronomical levels to manageable ones. Since import tariffs are paid by the importer, an excessively high rate could hurt the consumers and companies that buy products from abroad. That concern weighed on investors' minds -- and on the stock market in recent weeks. But after the U.S. and China reached an initial agreement, one in place for 90 days as the coun ...
Here's Why I'm Getting More Bullish on Roblox Stock
The Motley Fool· 2025-05-15 08:15
Roblox (RBLX 3.15%) has nearly 100 million daily active users on its gaming platform on average. And many of those users are young school-aged kids who are starting to get into gaming. There's no need for an expensive console with Roblox; a phone, tablet, or computer will gain you access to the platform. And with its users making the content, there's a wealth of options for users interested in using the platform. But the company still struggles with profitability and faces big question marks about its long- ...
Why Isn't Palantir's Stock Taking Off After Another Strong Quarter?
The Motley Fool· 2025-05-15 08:10
Last week, Palantir reported first-quarter earnings for 2025 that suggested the business continues to deliver strong growth. One example is that quarterly sales hit a new record of $884 million. CEO Alex Karp says the business is "in the middle of a tectonic shift in the adoption of our software." But while the year-over-year growth rate of 39% was impressive, the data analytics company barely beat Wall Street revenue expectations of $863 million. Its adjusted earnings per share of $0.13 merely met expectat ...
India approves Apple-supplier Foxconn's $433 million joint venture in bid to boost chip industry
CNBC· 2025-05-15 08:08
Group 1 - Foxconn has received approval from the Indian government to establish a semiconductor plant in a joint venture with HCL Group, involving an investment of 37.06 billion rupees ($433 million) [1] - The plant, located in Uttar Pradesh, is expected to be operational by 2027 and will manufacture display driver chips for various consumer electronics [2][3] - The facility is designed to produce up to 20,000 wafers and 36 million display driver chips per month [2] Group 2 - The move is part of a broader trend where Apple suppliers, including Foxconn, are shifting production to India due to ongoing trade tensions between the U.S. and China [3] - Foxconn's previous attempt to establish a semiconductor plant in India through a joint venture with Vedanta was abandoned earlier in 2023 [4] - Analysts estimate that India could account for 15%-20% of total iPhone production by the end of 2025, with current assembly in India at 10%-15% [5] Group 3 - The U.S. Commerce Department is investigating semiconductor imports, which may lead to new tariffs, further incentivizing companies like Apple to move manufacturing to India [6] - India's "Semiconductor Mission" aims to create a robust semiconductor ecosystem, with the Foxconn joint venture being the sixth unit under this initiative [7]