Amazon could pleasantly surprise long-term investors.The current leaders in the race toward a $5 trillion valuation seem obvious if you focus mainly on headlines: Nvidia, Apple, or Microsoft all appear likely to cross that milestone in the coming years.Yet another compound growth story is unfolding in the world of big tech that it would be easy to overlook. With a market-leading cloud computing business, a high-margin advertising business, and a faster, automated logistics network that continues to lower co ...

One of the hottest nuclear stocks took a beating this week. Here's why.Shares of Oklo (OKLO -7.40%) fell this week, finishing down 18.3%. The drop comes as the S&P 500 and the Nasdaq-100 Composite lost 0.3% and 0.5%, respectively.The advanced reactor developer's stock is getting battered this week after a research note from Goldman Sachs cautioned investors not to get ahead of themselves. The company also saw significant insider selling this week.Goldman initiates coverage of Oklo stockAmid significant inve ...

A "Wall Street Journal" report highlighted a new potential semiconductor tariff rule, boosting U.S. chip manufacturers.Shares of U.S.-based semiconductor manufacturing company GlobalFoundries (GFS 7.69%) rallied on Friday, with the stock up 6.7% as of 1:50 p.m. ET.Last night, the Wall Street Journal published an article outlining a new Trump administration proposal to phase in tariffs on semiconductors. If such a tariff were implemented, it could boost demand for U.S.-based chipmaking, which could help boos ...

The long-term data for stock market returns paints a clear picture.The Vanguard Total Stock Market Index Fund ETF (VTI 0.27%) is one of the most popular exchange-traded funds (ETFs) on the planet. The fund has net assets of nearly $2 trillion. With stock indexes hovering near all-time highs, many investors are worried that this historically successful ETF will struggle in the years to come. But there's one critical piece of data that suggests otherwise.This ETF remains a data-backed investmentThe Vanguard T ...

标普500指数月度表现最差公司 - 2025年8月标普500指数中表现最差的两只股票为The Trade Desk和Super Micro Computer [1] - The Trade Desk股价在8月下跌37% Super Micro Computer股价下跌30% [1] - 股价大幅波动与8月初的财报季高峰期相关 [1] The Trade Desk股价下跌原因 - 公司第三季度业绩指引令人失望 [2] - 公司首席财务官意外离职令投资者感到不安 [2] - 市场担忧联网电视广告支出将更多地流向亚马逊而非The Trade Desk [5] Super Micro Computer业绩表现 - 公司实现强劲增长 营收同比增长47% [2] - 但同时报告了有史以来最弱的毛利率 [2] The Trade Desk投资机会分析 - 除指引外 公司业绩表现稳健 营收大幅超出预期 [4] - 营收增长放缓的展望可能不是最佳比较 因2024年第三季度有11月选举的政治广告积极推动 [4] - 亚马逊与The Trade Desk在广告技术业务上的重叠并不像看起来那么大 [5]

The healthy demand for memory chips has led to a remarkable surge in this chip stock this year, and it could sustain its impressive momentum next year as well.Micron Technology (MU -3.02%) stock has been in red-hot form in 2025. Shares of the memory specialist have nearly doubled so far this year as of this writing, and that's not surprising considering the pace at which its top and bottom lines have been growing.Micron has been benefiting from the massive demand for memory chips that are deployed in data c ...

公司近期表现与市场地位 - 公司股价在2025年迄今上涨75% 市值达到92亿美元 [12] - 公司在美国市场份额从CEO Dave Risher 2023年加入时的26%-27% 提升至当前的30%-31% [9] - 上季度总收入为15.9亿美元 同比增长11% 过去一年实现净利润9200万美元 自由现金流9.93亿美元 [10] 与Waymo的合作关系 - 公司与自动驾驶平台Waymo在纳什维尔建立合作关系 通过其Flexdrive服务管理Waymo的车队 [2][3][4] - 此合作被投资者视为积极进展 推动公司股价在上周上涨超过10% [4] - Waymo未来可能成为竞争对手 因其在其他市场通过自有应用程序直接获取客户 [5] 财务与估值分析 - 公司目前基于自由现金流的估值相对于其2000亿美元市值的竞争对手显得便宜 [12] - 公司股票的市盈率约为100倍 上季度净利润仅占平台总预订量的0.9% 显示其利润率有较大扩张空间 [13] - 公司已实现正向自由现金流 证明其在美国市场作为挑战者能够盈利运营 [10] 增长战略与未来机遇 - 公司通过降低乘车成本和推出创新功能（如女性乘客选择女性司机）来推动增长 [9] - 公司将加拿大作为其美国以外的首个市场 并发展如Flexdrive等项目 [9] - 自动驾驶汽车在长期内既带来威胁也带来机遇 公司已与Mobileye在2024年达成协议 [6][8]

Artificial intelligence investing still has a long growth runway.Following what billionaire hedge fund managers do is possible thanks to the requirement to file a Form 13F every quarter when a fund reaches $100 million or more in assets. Fund managers are required to disclose what securities they hold at the end of each quarter, and then that information is released to the public 45 days later. Although it's far from real time, it allows investors to see where billionaires are seeing opportunities in the ma ...

These two tech stocks have been popular investments with retail investors and they're both up more than 200% in the past 12 months.Two fairly small artificial intelligence (AI) stocks that have come up on the radars of retail investors in the past couple of years are BigBear.ai (BBAI -6.00%) and SoundHound AI (SOUN -8.02%). BigBear.ai is a data analytics company that has secured multiple contracts with government agencies. Often bullish investors compare to it the much larger Palantir Technologies, although ...

These dividend stocks offer high yields and growth catalysts that could support payouts for decades.Building passive income is one of the most reliable ways to secure financial freedom. Instead of relying on active work for every paycheck, investors can put their money to work in dividend-paying stocks that send regular cash distributions straight to their brokerage accounts. These payouts can help cover everyday expenses, be reinvested to accelerate compounding, or simply serve as a cushion during volatile ...