Key Points While Nebius Group N.V (NASDAQ:NBIS) is growing at a faster percentage rate, CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV) currently generates significantly higher overall revenue. Over the last eight quarters, both companies generally maintained quarter-over-quarter revenue increases, though Nebius experienced a brief decline in late 2024. Investors should watch whether the two companies…
Key Points Nvidia’s processors are the foundation of data centers that run AI agents. ServiceNow boasts 85% usage among Fortune 500 companies and is implementing AI to make its automation platform even more useful. 10 stocks we like better than Nvidia › Many technology stocks have been absolutely slammed over the past six months, as…
Key Points Alphabet is firing on all cylinders with excellent performance across its various businesses. Analysts estimate that revenue growth will accelerate next year. Alphabet’s entrenched businesses will help it profit from its AI investments. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG), Google’s parent company, was arguably the market’s hottest…
Key Points Rivian is, to some extent, following Tesla’s playbook. The company’s recent financial results were pretty strong, and it is tapping into potential growth opportunities. Rivian is a risky stock, but it could soar if it executes its strategy effectively. 10 stocks we like better than Rivian Automotive › Tesla wasn’t the first company…
Key Points Alphabet owns about 7% of SpaceX, a stake that could be worth more than $120 billion after the aerospace company goes public. Alphabet’s cloud computing revenue has accelerated in three consecutive quarters amid strong demand for its Gemini models and TPUs. Alphabet’s Waymo is the market leader in autonomous ridesharing, a market projected…
Key Points The artificial intelligence (AI) revolution is just getting started. Global consultancy McKinsey & Co. estimates that companies will invest “almost $7 trillion in global data center infrastructure capital expenditures by 2030.” The firm’s report observes that this spending figure is roughly the size of the combined GDP of Japan and Germany. “In the…
Key Points Spotify added a record 38 million monthly active users in the fourth quarter, easily beating management’s own expectations. The company’s profit margins continue to expand. Even after a recent pullback, the stock continues to command a premium valuation. 10 stocks we like better than Spotify Technology › It has been a volatile stretch…
Key Points Tesla (NASDAQ: TSLA) shareholders are enduring a difficult stretch. And management’s first-quarter delivery results failed to reverse the negative momentum, as the electric vehicle maker missed Wall Street’s expectations. The stock is down almost 24% year to date. Will AI create the world’s first trillionaire? Our team just released a report on the…
Key Points By the end of the decade, we should see huge numbers of robotaxis roaming the streets of America, as well as other major countries. At least that’s the consensus opinion among experts, whose opinions were compiled in a recent research report from global consultancy firm McKinsey & Co. “[T]he global rollout of robo-taxis…
Key Points Elon Musk’s space exploration brainchild, SpaceX, is set to hit the market through an initial public offering (IPO) expected in June. With Bloomberg reporting a target valuation of over $2 trillion, it would become one of the world’s largest public companies. But is it a good investment? Let’s compare SpaceX to a smaller…