Group 1: Amazon - Amazon has a market cap of nearly $2.3 trillion and needs a stock price increase of about 33% to reach the $3 trillion club [3] - The company leads in cloud computing and e-commerce, with Amazon Web Services (AWS) being its most profitable and fastest-growing segment, showing a revenue increase of 17% last quarter [4] - AWS benefits from the AI trend, attracting customers to its services and developing custom AI chips for cost advantages [5] - Amazon's e-commerce segment is growing at a high single-digit to low double-digit rate, with AI improving logistics and warehouse efficiency, leading to lower costs and increased profitability [6] - The stock is trading at attractive valuations, indicating a clear path to $3 trillion in the coming years [7] Group 2: Alphabet - Alphabet has a market cap of just over $2.1 trillion and requires a stock price increase of more than 42% to reach $3 trillion [8] - Potential antitrust penalties pose a significant hurdle, but lighter penalties are anticipated due to rising AI competition [9] - New competition from AI chatbots and search engines raises concerns about Google's search dominance [10] - Alphabet has strong distribution channels and a well-established ad network, providing advantages in the market [11] - The company is making strides in AI with its Gemini model and monetization features, positioning itself to turn AI investments into earnings [12] - Alphabet's fast-growing cloud business, Waymo robotaxi, and YouTube platform contribute to its potential for reaching the $3 trillion mark [13] Group 3: Meta Platforms - Meta Platforms has a market cap of just under $1.8 trillion and needs a stock price increase of about 72% to join the $3 trillion club [14] - The company experienced a revenue increase of 16% last quarter, driven by AI, which improved user engagement and ad performance [15] - New monetization opportunities, such as serving ads on WhatsApp and the growing Threads platform, present significant growth potential [16][17] - Increased ad inventory and higher ad prices due to improved effectiveness could help Meta reach the $3 trillion mark in the coming years [18]

Core Viewpoint - Nvidia's upcoming shareholder meeting is unlikely to be a significant catalyst for its stock, but long-term investors may still consider buying shares before the meeting due to the potential growth in the AI sector [1][10]. Company Events - The annual shareholder meeting will primarily focus on electing the board of directors, with expected approval for the nominated slate [4]. - A vote on the advisory approval of executive compensation will take place, although it is non-binding [5]. - The meeting will also address the elimination of supermajority voting provisions, which requires a 66 2/3% shareholder vote to become effective [6]. - Three stockholder proposals will be discussed, including the elimination of the one-year holding period for special meetings and a request for enhanced public reporting on employee demographics [7][8]. Future Catalysts - The next significant event that could impact Nvidia's stock is the fiscal year 2026 second-quarter results scheduled for August 27, 2025, although it may not significantly affect the stock unless earnings estimates are exceeded [9]. - The adoption of AI and advancements in artificial general intelligence (AGI) are expected to provide substantial growth opportunities for Nvidia in the long term [10][11]. Valuation Perspective - Concerns about Nvidia's valuation persist, but if the AI market develops as anticipated, the company's growth could justify its current valuation [12].

Core Viewpoint - NuScale Power has experienced significant stock price volatility but has seen a substantial increase in value over the past year due to several catalysts that could drive future growth in the small modular reactor (SMR) market [2][12]. Group 1: Company Developments - NuScale's stock price has more than quadrupled in the last 12 months, indicating a strong recovery and investor interest [2]. - The company received a Standard Design Approval (SDA) from the U.S. Nuclear Regulatory Commission (NRC) for its SMRs, making it the only SMR manufacturer with such approval [5]. - After canceling its Idaho project due to rising costs, NuScale submitted a new application for a 77 MWe design, which was approved in early June, paving the way for its first firm orders in the U.S. market [6][7]. Group 2: Market Opportunities - NuScale generates most of its revenue from a project in Romania, where it is subcontracting for Fluor in the development of a 462-MWe VOYGR-6 SMR, with a final investment decision expected in 2026 [8]. - The company is in discussions with five hyperscale data center operators in the U.S., which could drive growth in its U.S. business [9]. - The ADVANCE Act, passed in July 2024, and the Department of Energy's $900 million funding for SMR development are expected to support NuScale's growth [9]. Group 3: Industry Outlook - The global SMR market is projected to grow at a CAGR of 8.9% from 2025 to 2034, indicating a favorable environment for NuScale's business [11]. - Analysts expect NuScale's revenue to surge at a CAGR of 118% from $37 million to $384 million between 2024 and 2027 as its business matures [11]. Group 4: Financial Position - NuScale has a market cap of $5.2 billion and is currently valued at 14 times its projected sales for 2027, indicating a high valuation relative to its current financial performance [12]. - The company held $521 million in cash, cash equivalents, and short-term investments at the end of its latest quarter, providing a solid financial foundation for future growth [12].

Core Perspective - Long-term investment in high-quality businesses allows the power of compound growth to significantly enhance portfolio value, making it a more reliable strategy than market timing [1][2] Company Overview - Amazon has generated an extraordinary return of 217,000% since its IPO in May 1997, turning a $1,000 investment into nearly $2.2 million today [4] - The company began as an online bookstore in the mid-1990s, focusing on a low-risk product category with a vast selection [5] Business Evolution - Amazon has expanded its offerings to sell virtually anything, including a recent partnership to sell Hyundai vehicles through its e-commerce platform [6] - The introduction of fast, free shipping through the Prime membership program in 2005 has attracted over 200 million global members [7] Revenue Streams - Amazon Web Services (AWS) was launched in 2006, generating $108 billion in revenue and $40 billion in operating income in 2024, making it the largest cloud-computing provider [8] - The company has also become a significant player in digital advertising, earning $13.9 billion in ad revenue in Q1 2025 [9] Future Outlook - Amazon's market capitalization stands at $2.3 trillion with trailing-12-month revenue of $650 billion, indicating its colossal size and past success [10] - Revenue is projected to grow at a compound annual rate of 9.5% from 2024 to 2027, suggesting continued potential for growth [11] - Diluted earnings per share improved from $3.21 in 2021 to $5.53 in 2024, making the current valuation reasonable with a forward price-to-earnings ratio of 34.3 [12] Investment Consideration - While Amazon may not replicate past extraordinary returns, it remains a worthy candidate for long-term investment [13]

Anyone who regularly saves and invests their money in the stock market can build wealth. Time in the market is more important than how much money you have to start. But dollar-cost averaging into a well-chosen portfolio of growth stocks can increase in value significantly over a few decades.To give you some ideas to get started, three Motley Fool contributors recently selected three competitively positioned companies to invest in today. Here's why they like Amazon (AMZN -1.38%), MercadoLibre (MELI 0.03%), a ...

Group 1: Market Overview - The S&P 500 and Nasdaq Composite are up approximately 2% and 1% respectively in 2025 despite significant sell-offs in the spring [1] - Macroeconomic and geopolitical factors may introduce further market volatility, but investing in strong companies for the long term remains a viable strategy [2] Group 2: Tesla (TSLA) - Tesla's stock has decreased about 22% in 2025 and is down approximately 33% from its all-time high, facing challenges such as high interest rates and increased competition in the EV market [4] - The investment case for Tesla extends beyond being an EV manufacturer, focusing on its potential for long-term recurring revenue from robotaxis and full self-driving software [5] - Tesla plans to launch its robotaxi service in Austin, Texas, on June 22, which could provide significant upside potential if successful [7] Group 3: Advanced Micro Devices (AMD) - AMD is positioned to capitalize on the expanding AI market, despite Nvidia currently dominating the AI hardware space [8] - AMD's GPUs are used for training AI models and running inference applications, and the company is making strides in AI hardware and software support [10] - The AI GPU market is expected to support multiple winners, and AMD's share price, down roughly 40%, presents a potential buying opportunity [11]

Core Viewpoint - Oracle's stock has seen significant gains, increasing by 77% since its 52-week low in April, and is expected to continue its upward trajectory following the release of its latest quarterly report [1][2]. Financial Performance - Oracle reported $57.4 billion in annual revenue for fiscal 2025, reflecting a 9% increase in constant currency terms [5]. - The company anticipates revenue to reach at least $67 billion in fiscal 2026, representing a nearly 17% increase [5]. Growth Drivers - The demand for cloud infrastructure services, particularly for AI applications, is a major growth catalyst for Oracle [2][7]. - Oracle's remaining performance obligations (RPO) increased by 41% year-over-year to $138 billion, indicating strong future revenue potential [6]. - CEO Safra Catz projects that RPO will more than double in fiscal 2026, suggesting sustained growth [7]. AI and Infrastructure Projects - Oracle is a key partner in the $500 billion Stargate AI infrastructure project, which could significantly enhance its revenue pipeline [8]. - The company is experiencing high demand for cloud AI infrastructure, with one customer expressing interest in purchasing Oracle's entire cloud capacity [9]. Capacity Expansion - Oracle plans to build 30 dedicated data centers in fiscal 2026 and increase its MultiCloud data centers from 23 to 70 [10]. - The company forecasts Oracle Cloud Infrastructure (OCI) revenue to grow by 70% in fiscal 2026, following a 50% increase last year [11]. Valuation and Future Outlook - Oracle's non-GAAP net income for fiscal 2025 was $6.03 per share, an 8.5% increase from the previous year [12]. - The company expects capital expenses to reach $25 billion in fiscal 2026, which is a slower increase compared to the previous year [12]. - Oracle is projected to exceed its long-term revenue expectations, with anticipated annual bottom-line growth of over 20% through fiscal 2029 [14]. - The stock is currently trading at 31 times forward earnings, aligning with the Nasdaq-100 index's earnings multiple, indicating an attractive valuation for investors [15][16].

Core Viewpoint - BTCS Inc. has acquired 1,000 ETH for approximately $2.5 million, increasing its total Ethereum holdings to 14,600 ETH, representing a 61% increase since the end of Q1 2025 [1][2]. Group 1: Acquisition Details - The acquisition was made through borrowing on AAVE, a leading decentralized lending protocol, at an average price of $2,528 per ETH [1]. - The net cost of capital for this acquisition was approximately 2.78% per year, and there was no shareholder dilution involved [1]. Group 2: Company Strategy and Operations - The newly acquired ETH will be used to support the expansion of BTCS' NodeOps business by increasing its staking operations [6]. - BTCS has a long-term strategic approach, emphasizing disciplined execution and commitment to building shareholder value, which has contributed to its status as the oldest publicly traded crypto company [3]. Group 3: Company Overview - BTCS Inc. focuses on blockchain infrastructure technology and aims to drive scalable revenue growth through its operations, including block building and validator node management [7]. - The company operates a branded block-building operation called Builder+, which optimizes block construction for on-chain validation to maximize gas fee revenues [7]. - BTCS also manages validator nodes and staking across multiple proof-of-stake networks, enhancing user access and engagement through its AI-powered blockchain data analytics platform, ChainQ [7].

The stock of Amazon (AMZN -0.94%) has delivered life-changing gains for investors who got in early enough. It's up nearly 200,000% over its lifetime and 900% over the past 10 years.Everyone is talking about what it's doing in artificial intelligence (AI) today and how that could jump-start sales growth. There's a huge long-term opportunity, but can Amazon stock double over the next five years? Growth drivers everywhereWith all of the AI hype, let's not forget that Amazon's main business, for now at least, i ...

There has never been a $5 trillion company. The closest companies to reaching that milestone are Microsoft (MSFT 0.41%) and Nvidia (NVDA 0.87%). Both companies have market capitalizations of around $3.5 trillion. Using their current growth trajectories as a guide, they could reach that $5 trillion mark in a few years. But which one will get there first?The signs point to Nvidia, based on its impressive growth and the increasing market for its products. Although Nvidia has made investors a boatload of money ...