Plug Power could benefit from rising demand for artificial intelligence.It hasn't been an easy journey for long-term Plug Power (PLUG 3.81%) investors. Since going public in 1999, shares have lost more than 99% of their value.With a market cap of just $2 billion, however, some investors believe this beaten-down growth stock is finally cheap enough for renewed consideration. The artificial intelligence (AI) revolution, it turns out, could benefit the company's bottom line in a bigger way than the market real ...

Key Points Nvidia is investing $5 billion in Intel; this follows the U.S. government’s recent investment in the struggling chipmaker. The deal is a clear positive for Intel but also represents a winning move for AI chip leader Nvidia. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has just made a move that clearly is great news for Intel (NASDAQ: INTC). The artificial intelligence (AI) chip powerhouse this week committed to investing $5 billion in the common stock of Intel, its beleagu ...

Core Insights - Graphene Manufacturing Group Ltd has secured a 20-year Australian patent for its THERMAL-XR ENHANCE coating, which is expected to enhance its competitive position in a market valued at over $20 billion, particularly for heat exchangers [1][4] - The company recently raised C$6.9 million to support stock building and product launches, aiming for stronger revenue generation [2][6] - The aluminum-ion battery project with the University of Queensland is progressing, currently at battery technology readiness level four, indicating advancements in fast charging capabilities [7][9] Market Position and Product Development - The THERMAL-XR ENHANCE coating is designed to improve heat transfer and resist corrosion, making it applicable across various industries, including air conditioning and refrigeration, with reported efficiency gains of 6%-7% [1][5] - The company is focusing on scaling graphene production and launching new products to increase stock levels, which is expected to drive significant revenue this year [2][6] Partnerships and Supply Chain Strategy - Graphene Manufacturing Group is developing partnerships with large companies, including Rio Tinto, to enhance energy savings and reduce emissions in their operations [3][10] - The company plans to establish a global distributor network to facilitate product distribution, aiming for a diversified revenue stream across different customer types [3][10]

The courier services provider needs to overcome some formidable challenges.UPS (UPS -1.01%), one of the world's top shipping couriers, hasn't generated millionaire-making gains since its public debut on Nov. 10, 1999, at $50 per share. It trades at about $85 today, so a $10,000 investment in its IPO would have grown to roughly $17,000. The same investment in an S&P 500 index fund would be worth more than $48,000.UPS underperformed the market as competition, macro challenges, and labor issues throttled its g ...

Core Insights - Applied Digital has secured $11 billion in AI contracts, primarily through a deal with CoreWeave [1] - The company plans to build a $3 billion AI mega-campus, indicating significant growth ambitions [1] - The stock has reached 52-week highs, reflecting strong market interest and confidence [1] Financial Performance - The $11 billion contract positions Applied Digital as a key player in AI infrastructure [1] - Wall Street analysts are currently rating the stock as a strong buy, suggesting positive market sentiment [1] Market Position - The developments raise questions about whether Applied Digital can deliver on its ambitious growth promises [1] - The company is being viewed as a potential backbone of AI infrastructure, amidst speculation about its long-term viability [1]

Key Points MPLX generates more than enough stable cash flow to cover its big-time payout. It has very conservative financial metrics. The MLP has a very healthy growth profile. 10 stocks we like better than MPLX › The energy sector is an attractive spot for income investors these days. It offers the S&P 500's (SNPINDEX: ^GSPC) highest average dividend yield at about 3.4% -- nearly triple the index's average of less than 1.2%. Many energy stocks offer even higher dividend yields, appealing to inv ...

Two quality companies are on sale -- but only one looks like a dip worth buying right now.When great businesses sell off, investors should lean in -- but only after checking whether the fundamentals are still doing the heavy lifting. Intuitive Surgical (ISRG 0.76%), the robotic-surgery leader behind the minimally invasive da Vinci system, and The Trade Desk (TTD 1.27%), a programmatic advertising platform for the open internet, have both been under pressure this year.Both companies reported fresh quarterly ...

Bitcoin in 2025 Worth Accumulating or Just Hype?Artiscribe7 min read·Just nowJust now--BitcoinPress enter or click to view image in full sizeThis image was generated using Canva AIOne-minute take. Bitcoin in 2025 is the crypto market’s gravity well: the deepest liquidity, the cleanest scarcity story, and the asset institutions can actually touch. Popularity isn’t a mystery; it’s the product of credible scarcity meeting maturing access rails and a decade of Lindy effect.Why Bitcoin is still the benchmark. It ...

Core Insights - Nvidia has been reliant on ARM for CPU cores in its superchips and has plans for new chips, including a laptop chip named N1 based on the GB10 superchip [1] - Nvidia reported a 59% year-over-year increase in net income for Q2 of fiscal 2026, amounting to $26.4 billion [2][6] - Nvidia's CEO emphasized the significance of NVLink rack-scale computing in enhancing AI model performance, positioning Blackwell as a central platform in the AI race [3] Financial Performance - Nvidia's revenue grew by 56% year-over-year to $46.7 billion, with a gross margin of 72.4%, down from 75.1% in Q2 FY 2025 [6] - The company expects Q3 revenue to be around $54.0 billion, with a gross margin forecast of 73.3% [6] Strategic Developments - Nvidia plans to invest $5 billion in Intel's common stock to develop custom data center and PC products [3] - The integration of custom Intel x86 server CPUs into Nvidia's architecture will enhance its capabilities, previously limited to custom ARM CPUs [4] - Intel will create x86 system-on-chips that incorporate Nvidia RTX GPU chiplets for the PC market, leveraging both companies' strengths [5] Market Outlook - Analysts anticipate improved access for Nvidia to enterprise AI deployments following its collaboration with Intel, although product timelines remain uncertain [7]

Core Insights - Tesla's upcoming earnings report is crucial for assessing the company's long-term profitability and stability after a decline in vehicle sales trends [2][3] - The focus is shifting from short-term delivery growth to expanding margins through software and energy innovations, as well as investments in autonomy and robotics [3][8] Financial Performance - In Q2 2025, Tesla reported total revenue of $22.5 billion, a 12% decrease year-over-year, with automotive revenue down 16% due to lower deliveries and average selling prices [5] - Automotive gross margin fell to 17.2% from 18.5% a year ago, attributed to lower prices and fewer regulatory credits [5] - The energy generation and storage segment showed strong performance with a gross margin of 30.3% in Q2 and 29.6% for the first half of 2025, driven by lower unit costs [6] Balance Sheet Strength - Tesla's balance sheet remains robust, with net cash from operating activities at $4.7 billion and cash and cash equivalents totaling $15.6 billion as of June 30 [7] Strategic Focus - Management emphasizes increased investment in AI, software, autonomous driving, and robotics, which are expected to be significant business drivers in the future [8][10] - The energy business is seen as a key growth area, with new product introductions like Megapack 3 and Megablock systems aimed at utility and data-center demand [9] Market Valuation - Tesla's stock is currently priced at approximately $426 per share, reflecting a premium based on expectations of continued software monetization and advancements in autonomy and robotics [10] - The stock's valuation, trading at over 250 times earnings, may be at risk if automotive pricing pressure continues and software contributions remain low [10][11]