Key Points SpaceX is set to IPO with a $1.75 trillion valuation while Tesla maintains a $1.6 trillion market cap. This company could be worth well over $3 trillion based on its core businesses. SpaceX and Tesla’s valuations are tied to uncertain business prospects. These 10 stocks could mint the next wave of millionaires ›…
Key Points Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure. Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities. Credo is targeting the fast-growing AI connectivity opportunity. 10 stocks we like better than Astera Labs › Nvidia (NASDAQ: NVDA) has been…
Key Points Absci uses generative AI to design protein drugs before they are tested in a lab. Partnerships with Merck and Owkin validate Absci’s hybrid AI-wet-lab drug platform. Long-term upside with this ticker depends on clinical success, royalties, and AI platform scalability — it is worth the risk. 10 stocks we like better than Absci…
Key Points Artificial intelligence (AI) is slowly reshaping how industries, including healthcare, operate. Various companies are looking to implement AI tools in the sector to boost efficiency and productivity while cutting costs. Recursion Pharmaceuticals (NASDAQ: RXRX) is doing so specifically within the biotech niche, but the company’s efforts haven’t been rewarded by the market, at…
Key Points Nvidia recently announced a significant increase to its payout. The company’s robust financials give it plenty of room to make further hikes in the future. Its new yield puts it in line with that of other tech stocks. 10 stocks we like better than Nvidia › When you think of Nvidia (NASDAQ: NVDA),…
Key Points Investors historically reaped gains from Nvidia primarily through share price appreciation. The company’s decision to raise its dividend could be a sign that it wants to welcome a new cohort of investors beyond those seeking artificial intelligence (AI)-driven growth. Nvidia’s dividend is now at a level that should appeal to value funds, endowments,…
Key Points Elon Musk’s company, SpaceX, will soon go public, with June 12 being the projected day that it will begin trading on the Nasdaq. The initial public offering (IPO) is the most anticipated one in recent years, and investors have been eagerly looking for ways to gain exposure even before it begins trading. Musk…
Key Points Artificial intelligence (AI) stocks have been soaring in recent years, and that has made their valuations bloated. Buying stocks at high premiums can lead to limited returns and even losses. Warren Buffett’s first rule of investing is to never lose money, which can be a valuable guide. 10 stocks we like better than…
Key Points The VanEck Semiconductor ETF (SMH) is one of the best-performing semiconductor ETFs over the past five years. Its market-cap-weighting strategy has allowed the fund to maintain outsized allocations to the sector’s biggest winners. Investors in the fund just five years ago would have nearly quintupled their money. 10 stocks we like better than…
Key Points Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work. Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for…