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2 Growth Stocks Down 20% and 82% to Buy Right Now
The Motley Fool· 2025-10-12 08:40
Core Insights - The article discusses potential growth opportunities for Texas Instruments and Unity Software, highlighting their respective strengths in the data center and gaming software markets Group 1: Texas Instruments - Texas Instruments has seen a 20% decline from its previous high, but is beginning to recover due to growth in data centers [2][4] - The company has historically maintained high margins and a competitive advantage in analog and embedded chips, with a stock increase of 355% over the last decade [3] - After nine quarters of revenue declines, Texas Instruments reported a 9% quarter-over-quarter revenue growth in Q2 [4] - Data center sales surged by about 50% due to increased investment in AI infrastructure, making it the fastest-recovering market for the company [5] - Analysts project a 10% annualized revenue growth over the next four years, with free cash flow expected to rise from $1.5 billion in 2024 to nearly $10 billion by 2029 [6] - The anticipated increase in free cash flow will support a current dividend yield of 3% and enhance shareholder returns [7] Group 2: Unity Software - Unity Software, which provides tools for game development, has seen its stock rise 62% this year but remains over 80% below its previous peak [8] - The company’s revenue of $441 million is below its previous high of $609 million in Q4 2023, but recent quarters show signs of stabilization [9] - Unity has improved efficiency and invested in AI tools, with the new AI-powered ad platform, Unity Vector, exceeding expectations [10] - Unity Vector is enhancing user engagement and in-app purchases for mobile game developers, leveraging valuable user behavior data [11] - The integration of AI with digital content creation positions Unity as a key player, with its new Unity 6 software achieving 6.6 million downloads, a 50% increase from the previous quarter [12] - Analysts forecast a 25% annualized growth in free cash flow, increasing from $286 million in 2024 to $866 million by 2029, indicating the stock is undervalued with a market cap of $15 billion [13]
The Trump Trade: Market Volatility, Now 100% Guaranteed!
Stock Market News· 2025-10-12 06:04
Ah, the stock market. A bastion of calm, predictable growth, right? Wrong. Not when Donald J. Trump is in the news cycle, apparently. Fresh off a weekend of pronouncements from the digital pulpit of Truth Social, the markets are once again performing their favorite dance: the “Trump Tango,” a two-step of soaring rhetoric followed by a dizzying dip in valuations. It appears the former (and potentially future) President has rediscovered his favorite economic lever: the tariff. And this time, he’s gone all in, ...
Jim Cramer Defends NVIDIA (NVDA) After AMD’s OpenAI Deal
Yahoo Finance· 2025-10-10 01:35
We recently published 16 Stocks Jim Cramer Mentioned In An Episode Where He Said OpenAI Could Beat All Big Tech Giants. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. NVIDIA Corporation (NASDAQ:NVDA)’s shares slipped after AMD and OpenAI announced a deal through which the latter would buy chips from the former. However, Cramer was unmoved by the shares going lower as he dismissed the idea that NVIDIA Corporation (NASDAQ:NVDA) would experience any slowdown in demand: ...
Analysis-US companies' profit growth seen softer, spotlight on AI spending
Yahoo Finance· 2025-10-09 19:13
By Caroline Valetkevitch NEW YORK (Reuters) -U.S. companies could report milder earnings growth in the third quarter than earlier this year, partly due to a likely tariff hit, while investors look for signs that heavy spending on artificial intelligence is paying off. While most U.S. corporations have managed to beat earnings expectations even after U.S. President Donald Trump first announced wide-ranging tariffs on imports in April, the full impact of his trade policies remains uncertain. With optimism ...
S&P, Nasdaq Close at Records as Tech Leads Gain | Closing Bell
Youtube· 2025-10-08 20:43
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell with a global simulcast. We're joined right now by Norah Melindo and Christine Aquino in today for Carol Massar.And Tim Stenovec taking a well-deserved short week here as we welcome our audiences across all of our Bloomberg platforms, our partnership with you to peer guys on what's going to be another record setting day for U.S. equities, another record day fo ...
Musk's xAI Funding Round Gets Boost From Nvidia
Youtube· 2025-10-08 19:06
You helped write the story with Ed. And I just want to get to grips of how creative this financing actually is. How often do we see SPVs being set up to buy GPUs and use them as underlying assets.Hi, thank you for having me. We've seen a SPVs in the past before used for other type of assets. It's quite common in Wall Street to basically use assets as collateral instead of putting in corporate debt.But it's becoming a much more interesting and much more common to see tech giants basically do this type of dea ...
Nvidia's Jensen Huang Says AI Demand Is Up 'Substantially' This Year, and Still Growing
Investopedia· 2025-10-08 18:50
Shares of Nvidia (NVDA) were up 2% in recent trading, contributing to a rally in the tech sector. The chipmaker at the heart of the AI boom has seen its stock climb roughly 40% so far in 2025 as sales of its chips to power data centers surged and trade policy headwinds eased. Its move this year has helped propel Nvidia into the top spot as the world's most valuable public company, and made its CEO one of the richest people in the world. Why This Matters for Investors As a leading beneficiary of the AI bo ...
Tokyo Stocks Hit New Record As Asian Markets Extend Global Rally
International Business Times· 2025-10-07 02:57
Japanese stocks hit another record Tuesday, building on the previous day's surge following the election of a pro-stimulus advocate to lead the country's ruling party, while gold also pushed to a new high amid the US government shutdown and French political upheaval.The election of Sanae Takaichi, who is expected to become Japan's prime minister this month, came as a surprise but ramped up optimism that she will embark on a campaign on monetary easing.That sent the Nikkei 225 soaring almost five percent Mond ...
Market Rally: AMD/OpenAI Deal, MU Upgrade
Youtube· 2025-10-06 12:36
Market Overview - The market continues to rally, reaching all-time highs despite the ongoing government shutdown, which historically has not had a major negative impact on market performance [2][3][5] - The S&P 500 and Dow have settled at record highs, with sectors like utilities, industrials, and information technology also hitting new highs [5][12] - The CBOE volatility index (VIX) has firmed up due to the shutdown, but this has not negatively impacted risk-on assets, including equities [3][12] Government Shutdown Impact - The current government shutdown is not expected to significantly affect market sentiment, as investors are focusing on individual company stories rather than macroeconomic data [13][14] - The lack of economic data, such as the September jobs report, has lent support to the ongoing market rally [15][16] Technology Sector Developments - AMD has announced a significant multi-year deal with OpenAI to supply chips, leading to a pre-market surge of over 25% in AMD's stock [18][23] - This partnership is expected to generate substantial revenue, potentially in the billions, amid increasing demand for computing power [23] - Micron has received an upgrade from Morgan Stanley, raising its price target to $220, following strong earnings and guidance [25][26] Cryptocurrency and Precious Metals - Bitcoin is experiencing a rally, likened to gold, which is also hitting record highs, indicating a broader trend of rising asset prices [6][10][12] - Gold is being viewed as a hedge against inflation and economic uncertainty, with prices approaching $4,000 [6][10]
CHIPOTLE INTRODUCES "CHIP-OR-TREAT," GIVING FANS FREE REWARDS ALL OCTOBER
Prnewswire· 2025-10-06 11:53
, /PRNewswire/ --Â Chipotle Mexican Grill (NYSE: CMG) today announced "Chip-or-Treat," a new exclusive offer for Chipotle Rewards members delivering free treats throughout October to celebrate Halloween. Building on more than two decades of its iconic Boorito tradition, Chipotle is making this Halloween season even bigger with its real food offers. Starting today, October 6, Chipotle Rewards members who purchase an entrée each week will receive a new weekly treat from Chipotle, plus an exclusive Rewards bad ...