Key Points Nvidia (NASDAQ: NVDA) sits alone as the only company that’s worth $5 trillion or more. Still, there’s another company knocking on the door of this exclusive club: Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Alphabet isn’t too far off and currently has a market cap of nearly $4.8 trillion, so it could reach this exclusive…
Key Points SpaceX’s valuation recently hit $1.5 trillion in private market trading. At the high end of its IPO range, SpaceX could be trading at well over 100x sales. SpaceX is a proven player in the space exploration and low-orbit satellite markets, but the company is marketing artificial intelligence (AI) as its hidden tailwind. These…
Key Points The Invesco QQQ ETF has mostly outperformed the S&P 500 index, but tech stocks can be riskier and more volatile. The Nasdaq-100 suffered a “lost decade” after the dot-com bust in 2000. The State Street SPDR Portfolio S&P 500 ETF offers an ultra-low expense ratio and has delivered 15.25% annualized returns for the…
Key Points Amazon (NASDAQ: AMZN) might not be the first company that comes to mind when you think of artificial intelligence (AI). But it may need to be. Amazon is one of the most important companies in the AI ecosystem, stemming from Amazon Web Services (AWS) being a top provider of AI computing hardware. I’ve…
Key Points SpaceX put the wheels in motion by confidentially filing for an IPO with regulators on April 1. Elon Musk’s space and AI titan has chosen to list its shares on the Nasdaq exchange — and there’s a not-so-subtle reason behind this selection. Though an accelerated IPO timeline can capitalize on institutional and retail…
Key Points Rumors are swirling that Musk may merge SpaceX and Tesla after the historic $2 trillion IPO, creating a sprawling conglomerate spanning rockets, robots, EVs, and AI. A merger would face significant execution and regulatory risks, including antitrust scrutiny and the challenge of managing too many ambitious ventures at once. SpaceX’s dual-class share structure…
Key Points Berkshire didn’t sell a single Apple share during the first quarter — a shift from a multi-quarter trend. The conglomerate more than tripled its stake in Alphabet during the period. Apple’s revenue grew 17%, and earnings per share jumped 22% in its most recent quarter. 10 stocks we like better than Berkshire Hathaway…
Key Points SpaceX is targeting a $2 trillion IPO this summer, aiming to raise $75 billion, nearly triple Saudi Aramco’s record. A $5,000 IPO investment could grow to $10,400 in the bull case or shrink to $2,050 in the bear case. With a potential price-to-sales ratio of more than 100, SpaceX stock would be priced…
Key Points Alphabet has strong momentum thanks to its fast-growing cloud computing business. Nvidia could see accelerating demand for its products. Both stocks are long-term buys, regardless of where they end up by year-end. 10 stocks we like better than Nvidia › Only about a dozen companies have ever reached a $1 trillion valuation. Only…
Key Points Arm Holdings believes that its chip can help lower AI data center capital expenses by up to $10 billion per gigawatt. The company’s recently announced chip has already gained significant traction among customers. AMD and Intel are the dominant forces in the server CPU market, and they need to be wary of Arm’s…