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This underrated chipmaker is going to benefit from multiple growth drivers over the next five years.Palantir Technologies (PLTR -0.83%) stock has rallied remarkably to become one of the most important companies in the world. It is now the 22nd largest company globally, with a market cap of just under $426 billion as of this writing.Palantir is a great stock, but it may have gotten ahead of itself. That's not surprising considering that its shares have jumped by more than 945% since the beginning of 2024. Pa ...

These stocks have climbed quickly, but they could fall just as quickly.Recent advances in artificial intelligence (AI) have led many businesses to look at how to incorporate the technology into their operations to improve earnings results. Out of the 500 companies in the S&P 500, 287 mentioned AI during their earnings call in the most recent quarter. That's up from less than 100 as of the end of 2022, when OpenAI's ChatGPT first came on the scene.While investor excitement has pushed many AI stocks significa ...

While one forever stock in Buffett's portfolio wins on points, another one arguably wins on potential.I don't know if I could pick just a single Warren Buffett quote as my favorite. There are simply too many great statements he has made through the years. However, one of his most memorable quotes came in his 1988 letter to Berkshire Hathaway (BRK.A 0.55%) (BRK.B 1.06%) shareholders: "[W]hen we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." While ...

公司核心业务与战略 - 公司主要专注于AI云平台业务，并运营两家子公司：自动驾驶技术开发商Avride和教育技术提供商TripleTen [3] - 公司还持有开源数据库平台提供商ClickHouse和AI数据专家Toloka的股份 [3] - 公司创始人兼首席执行官认为，公司是少数几家有能力构建全新AI基础设施的AI超大规模服务商之一 [4] - 为满足激增的需求，公司正迅速扩大产能，目标是在2026年底前确保获得超过1吉瓦的电力 [5] - 公司已筹集超过40亿美元资金，其资产负债表状况良好，有能力寻求额外的融资方案 [5] 财务表现与市场表现 - 公司股价在2025年内已上涨近四倍，表现远超英伟达和另一家超大规模服务商CoreWeave [1][7] - 2025年第二季度收入同比增长625%，环比增长106% [7] - 公司目前尚未盈利，其股票的交易价格是过去12个月销售额的147倍，但由于收入从第一季度到第二季度增长了一倍多，这一高市销率并不显得过于夸张 [11] 客户与市场地位 - 公司已获得多家知名客户，特别是Cloudflare和Shopify，同时还赢得了众多新兴AI公司的业务，如HeyGen、LightningAI和Photoroom [8] - 与其他AI领导者相比，公司获得的关注度较低，例如今年谷歌搜索提及公司的结果不到160万条，而CoreWeave的结果数量几乎是其两倍，英伟达则高达约1.19亿条 [8] - 市场对AI基础设施的需求预计将持续爆发，尤其是AI推理领域可能带来巨大机遇，公司被视为能从这些趋势中获益的少数几家主要参与者之一 [9] 增长潜力与未来展望 - 除了核心的AI云业务，其子公司Avride在拓展合作伙伴关系，利用自主机器人配送餐饮杂货订单方面拥有巨大机遇 [10] - 公司被认为是本十年可能的最佳增长故事之一，尽管尚不能断言其必定是，但无疑是一个强有力的竞争者 [9][11]

The S&P 500 is still a smart all-around option, but there's good reason to start thinking about other index funds.There's never really a bad time to buy the Vanguard S&P 500 ETF (VOO 0.60%). But there are better times than others: It's better to buy on a dip than at a peak, for instance. If your goal is to simply plug into the broad market's long-term performance, though, your best bet is just stepping in whenever you have some otherwise idle cash you're looking to put to work.Every now and then, though, it ...

股价表现与估值水平 - 公司股价在过去一年上涨近90% 其中超过一半涨幅发生在2024年 [1] - 当前股价较2021年历史高点仅低15% 估值处于高位 [2] - 市盈率达83倍 市销率达19倍 显示估值偏高 [4][12] 市场竞争地位 - 在美国在线商店市场份额达28% 为全美最大电商平台 [6] - 全球在线商店市场份额约10% [6] - 面临亚马逊等强大竞争对手 亚马逊要求第三方商家分享收入并提供免费配送 [5] 财务业绩表现 - 2025年上半年营收50亿美元 较2024年同期增长29% [11] - 同期支出增长控制在18% [11] - 实现净利润2.24亿美元 相比去年同期亏损1.02亿美元大幅改善 [11] 业务优势与战略调整 - 提供无需编程知识的平台定制功能 强调交易速度优势 [9] - 建立包含邮件营销、支付、库存管理和融资服务的生态系统 [10] - 已放弃耗资巨大的物流网络扩展计划 重新聚焦软件业务 [7] 行业增长前景 - 电子商务行业复合年增长率预计达19% 持续至2030年 [6] - 行业高速增长有望缓解部分竞争担忧 [6] - 公司处于有利地位 能够捕获行业增长的重要份额 [13]

High yields are often a red flag, but investors have the green light to grab shares of these juicy dividend stocks.Everyone loves passive income. I mean, who wouldn't enjoy earning money while you sleep?Not literally, of course, but with dividend stocks. These are stocks of companies that distribute some of their profits to shareholders. While higher dividend yields mean more income for your money, it can be a yield trap when stock yields get too high.But not all high-yield stocks pose a danger to your port ...

I've waited years for a timely opportunity such as this.I believe that shares of restaurant chain Wingstop (WING -0.83%) will outperform shares of the world's largest pizza chain, Domino's Pizza (DPZ 3.14%), over the next five years. But give me time to back up this claim.Domino's Pizza is still a great business and it's a stock with a lot to like. As of the second quarter of 2025, it had more than 21,000 locations worldwide, 99% of which are owned by franchisees. This means that the parent company generate ...

Circular financing adds a big new risk.Nvidia's (NVDA 0.27%) announcement that it will invest up to $100 billion in OpenAI is being hailed by the company as a massive bet on the future of artificial intelligence (AI). Still, investors should take a closer look at what is really going on here. The money OpenAI receives will ultimately be plowed right back into Nvidia hardware, mostly through Oracle's cloud buildout, where the two companies recently signed a massive $300 billion deal. OpenAI plans to deploy N ...