Core Insights - Palantir is recognized as a leading AI stock with significant shareholder returns, raising questions about its potential for further growth over the next decade [1] Company Performance - Palantir's AI platform has experienced strong growth, providing AI-powered data analytics software that integrates multiple information streams for actionable insights [3] - The company has transitioned from a government-focused entity to a substantial player in the commercial sector, with commercial revenue becoming increasingly important alongside government revenue [4] - In Q1, Palantir reported a 39% increase in revenue, with management projecting a 38% growth for Q2, although historical performance suggests actual growth may exceed this projection [5] Stock Valuation - Palantir's stock price has surged over 700% since the beginning of 2024, while revenue growth stands at only 39%, raising concerns about the sustainability of its stock price [6] - The current valuation exceeds 110 times sales, a level rarely achieved by successful companies, especially given Palantir's slower revenue growth compared to peers like Nvidia, which peaked at a valuation of 45 times sales [10][12] - For Palantir to align its valuation with typical software company metrics, revenue would need to quadruple, a challenging prospect at current growth rates [13] Future Outlook - Given the high expectations already reflected in the stock price, it is unlikely that Palantir will achieve a 10x return over the next decade, and it may struggle to outperform the market [14]

Core Viewpoint - Nvidia is recognized as a leading player in the artificial intelligence (AI) sector, particularly due to its graphics processing units (GPUs) which are essential for training large language models (LLMs) [1] Nvidia's Investment Strategy - Nvidia, under CEO Jensen Huang, has leveraged its market position to invest in other AI-related companies, owning a total portfolio valued at approximately $1.14 billion as of April 27, 2025 [2][4] Nvidia's Stock Holdings - Nvidia's largest holding is in CoreWeave, valued at nearly $897 million, which has seen a significant increase of 286% since its IPO [4][5] - Arm Holdings, with a stake of $117.6 million, has increased by 146% since its IPO in 2023, providing essential intellectual property for CPUs, GPUs, and NPUs [6] - Applied Digital Corp, in which Nvidia holds a $43.4 million position, offers cloud services and digital infrastructure solutions for high-performance computing and AI [7][8] - Recursion Pharmaceuticals, with a stake of about $40.7 million, utilizes AI for drug discovery and collaborates with Nvidia [9][10] - Nebius Group, valued at $25 million, provides cloud solutions for AI applications, allowing customers to rent infrastructure [10][11] - WeRide, Nvidia's smallest investment at $23.6 million, focuses on commercializing self-driving vehicles using Nvidia's technology [12] Notable Investment: Nebius - Nebius is highlighted as the best stock in Nvidia's portfolio, recently listed on Nasdaq and raising $700 million in a private placement [13][14] - With a market cap of approximately $11.4 billion, Nebius is considered more affordable than CoreWeave and is projected to generate mid-single-digit billions in annual revenue at high margins [15] - Nebius's user-friendly AI solutions may attract less sophisticated companies beginning to implement AI, potentially expanding its customer base [16]

Nvidia and Tesla shareholders could see substantial gains in the coming years if these Wall Street analysts are correct.Nvidia (NVDA 0.53%) and Tesla (TSLA 1.15%) rank among the three best-performing stocks in the S&P 500 (^GSPC -0.33%) so far this decade, and artificial intelligence (AI) has been a major tailwind for both companies.Since January 2020, Nvidia shares have added 2,690% due to soaring demand for AI chips. Meanwhile, Tesla shares have added 1,010% due to excitement about self-driving cars and a ...

Group 1 - The Invesco AI and Next Gen Software ETF (NYSEARCA: IGPT) is a growth-focused ETF that tracks the STOXX World AC NexGen Software Development Index, emphasizing companies with significant growth potential [1] - The ETF does not provide significant dividends or income, indicating a focus on capital appreciation rather than income generation [1] Group 2 - The methodology of the ETF heavily favors companies that are involved in next-generation software development, which is a sector expected to experience substantial growth [1]

Shares of C3.ai (AI -2.01%) pulled back through the first half of the year The software-as-a-service (SaaS) company bills itself as offering "AI for the Enterprise" as well as AI-based application software. It continued to post wide losses in its earnings report and fell sharply in February as business and consumer sentiment began to weaken on fears of a trade war.While the stock recovered a bit in the second quarter of the year, it wasn't enough to make up for its struggles earlier in the year. According t ...

MILFORD, Mass., July 11, 2025 /PRNewswire/ -- Waters Corporation (NYSE:WAT) will hold its Q2 2025 financial results conference call on Monday, August 4th, 2025 at 8:00 a.m. Eastern Time. A live webcast of the presentation will be available on Waters Investor Relations website at https://ir.waters.com. A replay of the webcast will also be available until at least September 2nd, 2025, at midnight Eastern Time.About Waters CorporationWaters Corporation (NYSE:WAT) is a global leader in analytical instruments, s ...

LAS VEGAS, July 11, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that it has successfully paid 36 consecutive monthly cash dividends for its 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock (the “Series D Preferred Stock”). Dividends on the Series D Preferred Stock are cumulative and are payable out of amounts legally available therefor at a rate equal to 13.00% per annum per $25.00 of ...

Core Insights - Broadcom is experiencing significant growth in AI revenues, reporting a 46% year-over-year increase to $4.4 billion in Q2 of fiscal 2025, with AI networking revenues surging over 170% [1][10] - The company anticipates AI semiconductor revenues to reach $5.1 billion in Q3 of fiscal 2025, indicating a potential 60% year-over-year growth [2][10] - Broadcom's Ethernet-based networking portfolio, including Tomahawk switches and Jericho routers, is widely adopted by major hyperscalers like Google, Meta, and Microsoft, highlighting the importance of networking in AI workloads [3] AI Technology and Innovations - The launch of the next-generation Tomahawk 6 Ethernet switch, capable of 102.4 Tbps, aims to address networking bottlenecks in high-performance AI systems [4][10] - Innovations such as Cognitive Routing 2.0 and co-packaged optics are designed to enhance AI-scale fabrics, further solidifying Broadcom's position in the AI market [4] Competitive Landscape - NVIDIA remains a dominant player in the AI semiconductor market, offering high-performance GPUs and cloud solutions that drive scalable AI deployment [6] - Intel is advancing its AI strategy with new CPU and GPU architectures aimed at edge and data center workloads, indicating increased competition in the AI semiconductor space [7] Financial Performance and Valuation - Broadcom's stock has returned 18.8% year-to-date, outperforming the Zacks Electronics - Semiconductors industry, which grew by 15% [8] - The company is currently trading at a forward price-to-sales ratio of 18.11X, significantly higher than the industry average of 8.72X, suggesting potential overvaluation [11] - The Zacks Consensus Estimate for Q3 fiscal 2025 earnings is $1.66 per share, reflecting a 33.87% year-over-year growth [14]

Key Takeaways CDNS stock is up 24% in three months, nearing its 52-week high amid AI tailwinds. CDNS is poised to gain as clients boost investment in AI-driven automation and next-gen designs. 2025 revenue guidance is raised to $5.15B-$5.23B, with non-GAAP EPS now forecasted between $6.73 and $6.83.Cadence Design Systems (CDNS) stock has rallied 23.8% over the past three months. The stock closed last trading session at $322.66 and is now closer to its 52-week high of $330.09.  Image Source: Zacks Investme ...

Tel Aviv, Israel, July 11, 2025 (GLOBE NEWSWIRE) -- Viewbix Inc. (Nasdaq: VBIX) (“Viewbix” or the “Company”), a global developer of ad-tech innovative technologies, today announced that it has entered into definitive agreements with certain strategic institutional investors for the purchase and sale of approximately $4.5 million shares of the Company’s common stock and pre-funded warrants. The entire transaction has been priced at-the-market under Nasdaq rules. Following the transaction, the Company plans t ...