Nvidia’s Next Leg of Growth Could Be Massive
Over the past three years, demand for Nvidia’s GPUs has ballooned so fast that the company has entered a rare feedback loop. Every architecture upgrade sparks a new wave of orders from hyperscalers, which funds even faster improvement, which attracts even more demand. How long can this last?
If Jensen Huang is right,
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Is AppLovin Still a Buy After Its Incredible Run?
AppLovin (NASDAQ: APP) has had the kind of year investors dream about. The mobile app marketing and advertising platform, best known for its strength in mobile gaming has seen its stock rocket more than 5x over the past 12 months, fueled by relentless revenue growth and eye-popping profits.
With a move that big,
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Which Semi Giant Is the Better AI Stock Right Now?
Two names dominate the foundation layer of the AI economy, ASML Holding and Taiwan Semiconductor Manufacturing. They are not competitors in the traditional sense, ASML makes the tools, while TSMC makes the chips, but investors often find themselves choosing between the two.
Let’s break down the opportunities and risks for each, and see which one looks like the stronger bet for AI investors today.
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Forget Monster and Red Bull, Watch Celsius Now
Shares of Celsius Holdings (NASDAQ: CELH) climbed higher last week after the company unveiled an expanded partnership with PepsiCo (NASDAQ: PEP).
Under the agreement, Celsius will assume ownership of PepsiCo’s Rockstar Energy brand in the U.S. and Canada.
In exchange, PepsiCo will boost its stake in Celsius by investing almost $600 million in 5% convertible preferred stock,
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Is PayPal About to Stage an AI-Powered Comeback
Shares of PayPal haven’t joined the tech sector’s rally. While the S&P 500 has climbed, PayPal has slipped about 15% over the past year. But a new partnership with OpenAI and strong underlying fundamentals could mark the start of a rebound.
Key Points
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PayPal’s integration into ChatGPT positions it as the default payment option for AI-powered shopping—an early lead in conversational commerce.
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Read MoreThe Burst
Is SoFi Still a Buy After 2x Bull Run?
Shares of SoFi Technologies have rocketed more than 165% over the past year as the company’s fundamentals have improved dramatically. But with the stock now well above Wall Street’s targets, investors are wondering: has the market gotten ahead of itself?
Key Points
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It’s no longer just a student-loan lender,
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Read MoreThe Spotlight
The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia
DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.
That gap between operational performance and valuation might be the opportunity hiding in plain sight.
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Read MoreThe Daily
3 Mid-Cap ETFs Poised for 35% Growth as Economy Heats Up
Mid caps hold the growth potential of large caps, but are often priced more cheaply.
In recent times, most of the stock market’s gains have accrued to megacap growth and AI stocks. Other areas of the market have struggled to keep up. But with the economy still chugging along,
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