The rise of artificial intelligence has led to truly remarkable gains for the company.The advent of generative artificial intelligence (AI) has driven impressive gains for many stocks. However, no company has seen more absolute net gains in market cap than Nvidia (NVDA 1.65%). Indeed, it's now the world's largest publicly traded company thanks to AI, worth a whopping $4.3 trillion.But just how much would you have made with an investment in this stock three years ago, shortly before the public release of Ope ...

Group 1 - Microsoft shares surged 8% following a better-than-expected earnings report, raising its market cap to approximately $4.1 trillion, making it the second member of the $4 trillion club alongside Nvidia [2][5] - The company reported an 18% revenue growth, the fastest in over three years, primarily driven by its Azure cloud computing business, with Azure and other cloud services exceeding $75 billion in fiscal 2025, marking a 34% increase from the previous year [3][4] - As of the close on Wednesday, Microsoft shares were up 22% for the year, outperforming the S&P 500's 8% gain, with a record close of $513.71 on July 25 and trading above $553 in extended hours [4] Group 2 - Nvidia and Microsoft have surpassed Apple in market capitalization, with Apple currently at about $3.2 trillion, facing a 17% decline this year amid concerns over its position in the AI sector [5] - Among major tech companies, Nvidia has been the top performer in 2025, with a 33% increase, as its GPUs are essential for large language models developed by Microsoft, OpenAI, and others [6]

Core Viewpoint - Navitas Semiconductor's shares surged by 83.5% in the first half of 2025 due to its partnership with Nvidia to develop next-generation data centers set to launch in 2027 [1] Industry Overview - The increasing demand from AI applications is straining global data center capacity, impacting power grids, networks, and infrastructure [2] - New 800-volt high voltage direct current (HVDC) data centers will convert 13.8 kV alternating current (AC) grid power to 800-volt HVDC, improving efficiency and reducing conversion steps compared to traditional data centers [3] Technological Advancements - Nvidia's new data centers will enhance efficiency, reduce copper requirements, increase reliability, decrease cooling needs, and lower maintenance costs by up to 70% [4] - Navitas Semiconductor's silicon carbide chips are crucial for converting grid power to 800-volt HVDC, while its gallium nitride (GaN) chips facilitate efficient power conversion at the IT rack [5][7] Future Outlook for Navitas Semiconductor - With the new data centers expected to be operational in 2027, significant sales growth is anticipated for Navitas, with projections of 50% and 40% sales growth in 2026 and 2027 respectively [9]

This has been an interesting year so far for stocks. At the time of writing, the broad market is up around 7%, which would normally be considered a stellar performance for the first half of the year. A lot has happened between the start of 2025 and now, and there are some questions about how much further the market can rise.Still, I think there are a few excellent investment options out there that are poised to deliver strong multi-year growth, making them great buys now, even if they appear a little expens ...

Group 1: Investment Insights - Three early-stage companies with significant addressable markets have attracted attention from Wall Street's leading asset managers [1] - Institutional investors with over $100 million in assets must file Form 13F, providing insights into stock purchases and sales by top money managers [2][4] - Coatue Management's Philippe Laffont has invested in a mix of growth, value, and momentum stocks, focusing on three highly volatile stocks during the March-ended quarter [5] Group 2: QuantumScape - QuantumScape, a developer of solid-state lithium-metal batteries, saw Coatue acquire 4,294,995 shares in the first quarter [6] - The stock surged by 77% following the announcement of its Cobra separator process entering baseline production, which aims to reduce production costs and improve battery performance [7][8] - Despite the high addressable market for solid-state batteries, consumer demand for electric vehicles (EVs) has been weak due to various economic factors [10] - QuantumScape currently has no revenue and is losing money, raising skepticism about its future viability [11] Group 3: Plug Power - Plug Power, a hydrogen fuel-cell company, was another focus for Laffont, with Coatue acquiring 4,098,713 shares [13] - The company has seen a 74% surge in stock price since May 15, despite being down 43% year-to-date [13] - Plug Power is expanding its hydrogen infrastructure but is facing significant financial losses, with over $2.1 billion lost last year [16] - The company relies on stock sales to raise capital, leading to shareholder dilution [17] Group 4: CoreWeave - CoreWeave, an AI-data center infrastructure company, saw a significant investment from Coatue, acquiring 14,402,999 shares [18] - The company has experienced a 305% increase in stock price since its IPO on March 28 [18] - CoreWeave's model focuses on leasing data center space and has acquired a substantial number of GPUs from Nvidia [19] - However, the company is heavily reliant on debt financing, which has contributed to its net losses [20] - Concerns exist regarding the rapid innovation cycle of Nvidia, which could depreciate CoreWeave's assets [21] - The AI market's potential may be constrained by historical trends of early-stage bubbles bursting, raising questions about the sustainability of CoreWeave's valuation [22]

Core Viewpoint - The stock market has rebounded, yet there are still attractive investment opportunities in the tech sector, particularly five bargain tech stocks poised for growth. Group 1: Alphabet - Alphabet is trading at a forward P/E ratio below 16.5x based on 2025 estimates, making it the cheapest among megacap tech stocks [2] - The company has a diverse portfolio, including the leading YouTube streaming service and the third-largest cloud computing service, Google Cloud [3] - Concerns about AI's impact on its search business are mitigated by its Gemini model and strong distribution advantages, positioning Alphabet as a potential AI winner [4] Group 2: Salesforce - Salesforce has a forward P/E of around 20.5x and a PEG ratio of 0.5, indicating it is undervalued [6] - The company is focusing on agentic AI through its Agentforce platform, which has already attracted over 4,000 paying customers [7] - A new flexible pricing model for Agentforce aims to enhance customer satisfaction and adoption, potentially leading to significant stock upside [9] Group 3: Alibaba - Alibaba is trading at a forward P/E of just 10 times and has a strong cash position, making it one of the cheapest stocks [10] - The company is a leader in e-commerce and cloud computing in China, with strong AI momentum and partnerships, such as with Apple [10] - Alibaba's Cloud Intelligence segment saw an 18% revenue increase last quarter, with AI-related revenue doubling for seven consecutive quarters [12] Group 4: Advanced Micro Devices (AMD) - AMD has a forward P/E of 23 times and a PEG of 0.2, indicating it is undervalued among chip stocks [13] - The company is a market leader in CPUs for data centers and is focusing on the growing AI inference market, which is less technically demanding than training [14] Group 5: Taiwan Semiconductor Manufacturing (TSMC) - TSMC has a forward P/E of around 19 times and a PEG near 1, indicating attractive valuation [15] - As the leading semiconductor manufacturer, TSMC has strong pricing power and is a key partner for major chip designers [16] - The company is well-positioned to benefit from increasing AI infrastructure spending and has opportunities in autonomous driving technology [17]

Jensen Huang, CEO of Nvidia, holds a motherboard as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 11, 2025.Nvidia shares rose nearly 3% on Wednesday and headed for a record close for the first time since January, as investors gain confidence that the company's leadership in artificial intelligence won't be dampened by Chinese export controls.The stock rose as high as $153.13 during the day, matching its pr ...

Core Viewpoint - Investing in artificial intelligence (AI) remains a leading theme in the market, with significant upside potential for both facilitators and deployers of AI technology [1] Facilitators - Facilitators are companies that produce the hardware necessary for AI development, with Nvidia being the most prominent player due to its widely used graphics processing units (GPUs) [4] - Advanced Micro Devices (AMD) is a competitor in the GPU space, showing strong growth despite not having the same market dominance as Nvidia [4] - Broadcom is developing custom AI accelerators known as XPUs, which are designed for specific workloads and can outperform GPUs in certain tasks [5] - Taiwan Semiconductor Manufacturing Company (TSMC) is the leading contract chipmaker for AI chips, projecting a 45% compound annual growth rate in AI-related revenue over the next five years [6] - ASML Holding, the sole manufacturer of extreme ultraviolet (EUV) lithography machines, is expected to benefit from increased chip demand as AI technology grows [7] - The facilitators are currently experiencing significant financial benefits from AI investments, outperforming deployers in terms of immediate results [8] Deployers - Deployers are companies that are integrating AI into their products, with major players including Alphabet, Amazon, and Meta Platforms, all investing billions to enhance their AI capabilities [9] - Alphabet and Amazon also operate large cloud computing businesses, providing essential computing resources for AI development [10] - Although these deployers are heavily investing in AI, they are only beginning to see incremental improvements in their financials, with potential for significant growth as AI enhances workforce efficiency [11] - Other notable companies integrating AI into their products include SentinelOne, which offers AI-driven cybersecurity solutions, and Adobe, which has embraced generative AI trends [12] - Adobe has continued to grow earnings despite concerns about disruption from generative AI, while SentinelOne reported a 23% revenue increase in the first quarter, highlighting its strong performance in cybersecurity [13] - The deployers are expected to experience substantial growth in the coming years as their AI investments mature [14]

The semiconductor industry is the beating heart of the artificial intelligence (AI) revolution, because most development happens in large data centers that are filled with thousands of graphics processing units (GPUs) from chipmakers like Nvidia (NVDA 0.87%) and Advanced Micro Devices (AMD -0.20%).Micron Technology (MU 1.22%) is another leading chip company, but it doesn't supply GPUs, so it receives less attention than the likes of Nvidia. Instead, Micron makes memory and storage chips, which are becoming ...

We are more than two years into the artificial intelligence trade, and Palantir Technologies (PLTR -0.97%) and Nvidia (NVDA 1.45%) have been standout performers. Their share prices since January 2023 have increased 2,000% and 875%, respectively. But certain Wall Street analysts think it's time to sell.Brent Thill at Jefferies has a sell rating on Palantir. His target price of $60 per share implies 55% downside from the current share price of $136.Jay Goldberg at Seaport Research has a sell rating on Nvidia. ...