Do you guys remember when Navitas (NASDAQ: NVTS ) was a $2 stock? It took a big venture prospect with Nvidia ( NVDA ), which boosted the stock to the $6.50 mark we see today. AtI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...

With hundreds of options to choose from in equity markets, it can sometimes be challenging to separate the wheat from the chaff. However, some corporations appear attractive enough that investing in them almost seems like a no-brainer.In my view, that description applies to Amazon (AMZN -0.13%) and Shopify (SHOP 0.82%), two e-commerce leaders. These companies have historically crushed the market over the long run, and they should continue doing so through the next decade. Here is why. 1. AmazonAmazon's e-co ...

Core Insights - UniFirst Corporation has been recognized for 22 consecutive years on Selling Power's list of the "60 Best Companies to Sell For in 2025," highlighting its strong sales culture and commitment to customer service [1][4]. Company Overview - UniFirst is a North American leader in providing customized business uniform programs, facility service products, and first aid and safety services [1][6]. - The company serves over two million uniform wearers across North America, including more than half of the Fortune 500 companies [4]. Sales Culture - The company's sales culture is built on its Founding Core Values: Customer Focus, Commitment to Quality, and Respect for Others [3]. - UniFirst empowers its sales teams to understand customers' businesses deeply, enabling them to develop innovative strategies that address unique challenges [3][4]. Recognition and Evaluation - Selling Power evaluates companies based on their supportive and collaborative sales culture, with a focus on professionalism, trust, and empowerment [4]. - The recognition reflects UniFirst's long-term success in sales and customer engagement [4]. Recruitment and Growth - UniFirst is actively recruiting talented individuals to join its award-winning sales team, indicating ongoing growth and expansion [5].

Apple (AAPL 0.54%) held the title of world's largest company for several years, but it has since relinquished that title to Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT), likely for good. However, I don't think that's the last stop for Apple. Judging by the company's lack of new innovative products, coupled with a practically non-existent AI strategy, I wouldn't be surprised if other companies pass Apple in terms of market cap over the next few years.Three companies that I think can surpass Apple by 20 ...

When it comes to consumer-facing businesses with long-term growth potential, a few companies stand out. While technology stocks get a lot of attention, and deservedly so, the consumer space is also full of solid companies with long growth trajectories.Here's a look at five consumer-focused stocks built for growth to buy and hold for the the long haul.AmazonThere is a reason why Amazon (AMZN -0.13%) has grown to become one of the world's largest companies: It isn't afraid to innovate and it invests to win. Y ...

Third Point's billionaire chief showed Tesla the door and loaded up on the hottest name in the artificial intelligence (AI) arena during the first quarter.If there's one thing investors are never short of on Wall Street, it's data. Trying to digest an onslaught of earnings reports each quarter, as well as near-daily economic data releases, can sometimes be overwhelming. It also makes it easy for something important to fall through the cracks.For example, an argument can be made that the filing of Form 13F w ...

A sea change is happening within the U.S. military, and it could benefit Palantir.Artificial intelligence (AI) has been around in some form or fashion for over 50 years, but recent developments in the field of generative AI have attracted the attention of Wall Street and Main Street alike. These new AI systems have the ability to refine and distill massive amounts of data, create original content, and streamline processes -- thereby increasing productivity. Potential applications abound, and individuals, bu ...

行情数据显示，英伟达周四收盘上涨0.8%，至164.10美元，这是该公司首次收于突破4万亿 美元市值所需的163.93美元。英伟达的市值最终在周四达到了4.004万亿美元，这也使得英伟 达成为了历史上第一家市值迈过4万亿美元门槛的公司，领先于竞争对手苹果公司和微软，率 先达成了这一里程碑成就。 随着英伟达周四成为了全球首家收盘市值突破4万亿美元大关的公司，英伟达CEO黄仁勋的身 家，很可能也将很快超越华尔街的传奇人物——"股神"巴菲特。 考虑到两人间目前的差距仅有10亿美元，在这一水平上，黄仁勋的财富超越巴菲特可能已并 无太多难度，尤其是在华尔街分析师近来依然普遍看好英伟达的上涨潜力的背景下。 黄仁勋作为英伟达的首席执行官，持有英伟达约3.5%的股份。 根据彭博亿万富豪指数，截至周四美股收盘，黄仁勋的净资产已升至约1430亿美元，今年以 来身家已累计增长了逾287亿美元。 本周的涨幅使黄仁勋在亿万富豪榜单的排名，已跃居至了全球第十位，仅次于伯克希尔哈撒韦 公司首席执行官、被誉为"奥马哈先知"的巴菲特——后者目前的最新身家约为1440亿美元。 | Rank Name | | Total net worth | ...

V i e w p o i n t | 07 Jul 2025 02:00:00 ET │ 15 pages NVIDIA Corp (NVDA.O) Mid-Q Update – Lifting TP to $190 on Expanded AI TAM CITI'S TAKE We raise TP on Nvidia to $190 on AI TAM expansion. We model total 2028 data center semis AI TAM to now reach $563B or 13% above our prior expectation of $500B (Figure 3). The 4% increase in compute TAM is driven by higher-than-expected sovereign AI demand. Moreover, there was discussion of 10k GPUs or a supercomputer required per 10k employees at enterprises for agenti ...

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. 9 July 2025 | 5:00AM BST This report is intended for distribution to GS institutional clients only. GOAL: Global Opportunity Asset Locator 2H Outlook: Goldilocks and the three bears Christian Mueller-Glissmann, CFA +44(20)7774-1714 | christian.mueller- glissmann@gs.com Goldman Sachs I ...