Summary of Key Points Core Viewpoint - The market has reached new highs, but several growth stocks remain down 20% or more from their all-time highs, presenting attractive investment opportunities. Group 1: Advanced Micro Devices (AMD) - AMD is down 35% from its high but is gaining traction in the AI inference market, which is expected to surpass AI training in size over time [3][5] - The company reported a 57% increase in data center revenue last quarter, contributing to a total revenue growth of 36% [5] - AMD's strategy does not require it to surpass Nvidia in the GPU market; a modest share can drive significant growth from its smaller base [5] Group 2: GitLab - GitLab's stock is down 65% from its high, yet it plays a crucial role in secure software development with its DevSecOps platform [6][8] - The company experienced a 27% year-over-year revenue growth last quarter, with a dollar-based net retention rate of 122% [7] - Concerns about AI reducing the number of coders are unfounded, as AI has led to increased software development and coder numbers [8] Group 3: e.l.f. Beauty - e.l.f. Beauty's stock is down 40% from its high, with a recent revenue growth slowdown to 4% in fiscal Q4 [9] - The $1 billion acquisition of Hailey Bieber's Rhode brand, which has $212 million in annual sales, could significantly accelerate growth [10] - e.l.f. has opportunities for market share expansion in mass-market cosmetics and potential growth in skincare and other categories [11] Group 4: Dutch Bros - Dutch Bros is down 21% from its high and is in the early stages of a multi-year growth story, targeting 2,029 shops by 2029 [12][14] - The company reported a 4.7% increase in same-store sales last quarter, with company-owned comps climbing 6.9% [13] - Dutch Bros is exploring mobile ordering and food items to enhance sales, recognizing the importance of food offerings in driving revenue [13] Group 5: Cava Group - Cava Group's stock is down 43% from its high, but it has achieved four consecutive quarters of double-digit same-store sales growth, including 10.8% last quarter [15] - The company is expanding rapidly, adding 15 new restaurants last quarter and planning to open 64 to 68 new locations this year [17] - Cava's expansion strategy, particularly its recent push into the Midwest, positions it for significant growth ahead [17]

Group 1: Market Overview - The S&P 500 is experiencing growth after a year of decline, currently up 5% year to date [1] Group 2: Nvidia - Nvidia is the leading AI chip producer, with a stock increase of 1,500% over the past five years, and it reported strong results for the 2026 fiscal fourth quarter [3][4] - The demand for data centers and agentic AI is rapidly increasing, positioning Nvidia for further growth [3][4] Group 3: MercadoLibre - MercadoLibre is a major e-commerce and fintech player in Latin America, with a 64% increase in revenue year over year, totaling $22 billion in trailing-12-month sales [5][6] - The company is expanding its marketplace and services, including applying for a bank charter in Mexico, which is expected to enhance customer engagement and growth [6] Group 4: Amazon - Amazon holds nearly 40% of the U.S. e-commerce market and is continuously innovating to maintain its competitive edge [7] - Amazon Web Services (AWS) is a leading cloud services provider with 30% market share, generating $100 billion in business, and is focusing on AI development [8][9] Group 5: Shopify - Shopify provides a wide range of e-commerce services, with offline revenue growing at 33% year over year, outpacing total company growth of 27% [10][11] - The company is expanding its market share by targeting medium-sized and enterprise businesses and launching features internationally [11] Group 6: Taiwan Semiconductor - Taiwan Semiconductor (TSMC) is a key foundry producing chips for major designers like Apple and Nvidia, with a 35% year-over-year sales increase [12][13] - AI accounts for 59% of TSMC's business, while smartphones represent 28%, showcasing its diversified customer base and growth potential [13]

Core Viewpoint - Oracle has experienced a significant stock market rally, gaining 60% over the past three months, driven by strong performance in its cloud infrastructure business and a new deal expected to generate over $30 billion in annual revenue starting in fiscal 2028 [1][2]. Group 1: Financial Performance - In fiscal 2025, Oracle reported $44 billion in cloud services and license support revenue, marking a 12% increase, largely due to rising demand for its cloud infrastructure for AI workloads [4]. - Revenue from the Oracle Cloud Infrastructure (OCI) segment surged 51% to $10.2 billion, significantly outpacing the overall revenue growth of 9% to $57.4 billion [5]. - Oracle management anticipates at least 70% growth in OCI revenue for the current fiscal year, with total revenue projected to rise by 16% to $67 billion in fiscal 2026 [6]. Group 2: Future Projections - The new $30 billion deal starting in fiscal 2028 could elevate Oracle's total revenue to $97 billion, exceeding Wall Street's expectations for that fiscal year [7]. - Oracle's remaining performance obligations (RPO) stood at $138 billion, reflecting a 41% increase last quarter, indicating strong future revenue potential [9]. - The company is involved in the $500 billion Stargate Project, which could further enhance its RPO and revenue growth as it begins to materialize [10][11]. Group 3: Infrastructure Expansion - Oracle plans to build an additional 47 MultiCloud data centers in the next year, increasing its current count from 23, which will enhance its capacity to meet growing demand [12]. - The company also intends to construct 30 dedicated data centers for its public cloud infrastructure in fiscal 2026, effectively doubling its existing capacity [13]. - As Oracle increases its data center footprint, it is expected to convert more of its backlog into revenue, leading to accelerated growth [14]. Group 4: Investment Outlook - If Oracle achieves $100 billion in revenue by fiscal 2028, maintaining a sales multiple of 11 could result in a market cap of $1.1 trillion, indicating potential gains of 79% over the next three years [14][15]. - Compared to the U.S. technology sector's average sales multiple of 8.2, Oracle's current valuation appears justified given its growth prospects [15].

Core Viewpoint - There is a notable disconnect between Wall Street's perception of Qualcomm and its actual performance, suggesting potential investment opportunities as the company shows strong operational results despite a consensus Hold rating from analysts [1][15]. Financial Performance - Qualcomm's diversification into high-growth sectors beyond smartphones is yielding significant financial growth, indicating that the current stock price may not fully reflect its balanced business model [2][16]. - The automotive division has seen a substantial revenue increase of 59% year-over-year, reaching $959 million, driven by the adoption of the Snapdragon Digital Chassis platform [4]. - The Internet of Things (IoT) segment has also emerged as a growth engine, with revenue climbing 27% year-over-year to $1.58 billion, fueled by industrial applications [6]. Future Growth Catalysts - Qualcomm is launching a major push into the personal computer market with its Snapdragon X Elite and X Plus processors, which could significantly enhance future revenue streams [8][9]. - The automotive design-win pipeline exceeds $45 billion, indicating a strong future revenue stream from this segment [5]. Valuation and Dividend - Qualcomm's stock trades at a trailing P/E ratio of approximately 16.50, which is considered attractive compared to the industry average of 57, suggesting a potential undervaluation [12]. - The company offers a dividend yield of 2.20%, supported by a sustainable payout ratio of 36%, providing direct cash returns to shareholders [10][14]. Strategic Outlook - Qualcomm's leadership is focused on reducing dependence on any single customer, particularly in light of potential risks associated with its relationship with Apple [11]. - The company's successful transformation and diversification strategy present a compelling investment case, challenging the current market sentiment [16].

The potential for both of these tech giants still looks underappreciated by the market.Nvidia (NVDA 1.28%) has soared to the top of the list of most valuable companies in the world thanks to its best-in-class graphics processing units (GPUs). Nvidia's chips are essential for training large language models and using them in applications. As big tech companies race to build better and better AI capabilities, they've been buying up Nvidia's chips as fast as the company can provide them.As Nvidia approaches a $ ...

Imagine investing $1,000 in a stock that seems to have a lot of promise. You watch the stock move higher, then lower, then higher again. However, you remain steadfast throughout the volatility and hang on for the ride. Twenty-eight years go by. You look at your brokerage account to find that your initial $1,000 investment is now worth nearly $2.25 million. This isn't a pie-in-the-sky scenario. Anyone who bought $1,000 worth of Amazon's (AMZN 1.62%) shares at its initial public offering on May 15, 1997, and ...

Wall Street's largest public company has turned a $12 investment into $73,584 (not including dividends) in less than 27 years.What do you get when you put Wall Street's two hottest trends -- artificial intelligence (AI) and stock splits -- together? The stock market's largest public company, Nvidia (NVDA 1.28%).A stock split is a tool public companies have available to adjust their share price and outstanding share count by the same factor. These adjustments can be used to increase the share price (in a rev ...

Core Viewpoint - Micron Technology is experiencing significant growth driven by high demand for its chips in data centers, smartphones, and personal computers, leading to a 46% stock gain in 2023 [1] Financial Performance - In fiscal Q3, Micron's revenue increased by 37% year over year to $9.3 billion, with adjusted earnings more than tripling to $1.91 per share, surpassing Wall Street expectations [4] - The company has guided for $10.7 billion in revenue for fiscal Q4, representing a 38% increase compared to the previous year, and expects earnings of $2.50 per share, more than double the $1.18 per share from the same period last year [9] Market Drivers - The growth in Micron's data center revenue more than doubled year-over-year, driven by demand for high-bandwidth memory (HBM) chips integrated with AI accelerators from companies like Nvidia and AMD [5] - The average price of dynamic random access memory (DRAM) chips increased by 3% to 8% in Q2 due to strong HBM demand and improved sales of mobile and consumer-oriented DRAM chips [10] Product Development - Micron is focused on enhancing its HBM chips, with next-generation HBM4 chips expected to deliver 60% more performance while reducing power consumption by 20%, with volume production anticipated to start in 2026 [6][7] - The HBM market is projected to grow significantly, with estimates suggesting it could generate annual revenue of $130 billion by 2030, up from $4 billion in 2023 [7] Future Outlook - The adoption of AI-enabled PCs and smartphones is expected to contribute to Micron's growth in the upcoming quarters, indicating strong catalysts for continued performance [11] - Analysts predict a 54% increase in Micron's earnings for the next fiscal year to $12.05 per share, which could lead to a stock price of $265 if the current earnings multiple is maintained [14]

Company Overview - AXT was founded in 1986 and had its IPO in 1998[4] - The company operates in three locations in China: Beijing, Kazuo, and Dingxing[4] Products and Markets - Indium Phosphide (InP) is a growth engine, with expanding applications and a long product life cycle[6] - Gallium Arsenide (GaAs) has a long product life cycle with new applications, and AXT supplied first 8-inch GaAs wafers in April 2021[14] - Germanium (Ge) is primarily used in satellite solar cells, and the satellite solar cell market is increasing[22, 25] Financial Performance - In 2023, AXT's revenue was $75.8 million[29] - In 2022, AXT's revenue was $141.1 million[29] - In 2023, the Non-GAAP Gross Margin was 18.1%[29] - In 2023, the Non-GAAP Net Profit/(Loss) was ($14.3) million[29] Tongmei STAR Market Listing - AXT currently owns approximately 85.5% of Tongmei[31] - If the IPO is approved, AXT would own approximately 77% of Tongmei, selling an additional 10%[31]

This news release constitutes a “designated news release” for the purposes of the Company’s prospectus supplement dated May 30, 2025 to its short form base shelf prospectus dated May 15, 2025. NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES MIAMI, July 03, 2025 (GLOBE NEWSWIRE) -- Digi Power X Inc. (“Digi Power X” or the “Company”) (Nasdaq: DGXX / TSXV: DGX), an innovative energy infrastructure company that develops data centers, is pleased to announce that it has e ...