Billionaire Hedge Fund Managers' 2 Favorite Artificial Intelligence (AI) Stocks (Hint: Nvidia Isn't 1 of Them)
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Two AI stocks ranked among the top five holdings for at least half of the 10 richest hedge fund managers. Nvidia was a close runner-up, as was Meta Platforms. Billionaire hedge fund manager's two favorite AI stocks should remain big winners over the long term.
#AiStocks #HedgeFundManagers #Nvidia #MetaPlatforms
https://www.fool.com/investing/2024/07/14/billionaire-hedge-fund-favorite-ai-stocks/
2 Artificial Intelligence (AI) Stocks That Could Go Parabolic
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Alibaba and Innodata are two AI stocks that have the potential to see significant gains. Alibaba, a Chinese tech giant, is not only a top retailer in China but also a leading cloud computing provider. Despite its steady earnings growth, the stock has not reflected this growth and is currently undervalued. Innodata, a data engineering company, has seen a surge in its stock price in recent years due to its AI-driven processes. With a market cap of under $500 million, investors still have an opportunity to get in early. The company expects continued revenue growth in 2024 and its stock price has doubled since the beginning of the year. Both stocks come with risks, but for investors willing to take on some risk, they could see significant gains.
#ArtificialIntelligence #Stocks #Investing #Alibaba #Innodata
https://www.fool.com/investing/2024/07/14/2-artificial-intelligence-ai-stocks-parabolic/
The Smartest Dividend Stocks to Buy With $600 Right Now
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Consumer spending drives the economy and is the perfect industry for finding quality dividend stocks. Several stellar dividend stocks are trading at low prices. These companies have years of growth and dividends on their resume, but have slipped due to fears that consumer spending is fading. The four stocks mentioned are Starbucks, Nike, Hershey, and McDonald's. Starbucks has a P/E ratio of 20 and offers a starting dividend yield of 3%. Nike's P/E ratio has fallen to 19 and it has a dividend that has grown for 23 straight years. Hershey's stock has a P/E ratio of 18 and offers a well-funded dividend that yields roughly 3%. McDonald's has a P/E ratio of 20 and is a dividend rock star with 49 years of consecutive dividend growth and a solid 2.7% starting yield.
#DividendStocks #ConsumerSpending #Investing #Stocks #Starbucks #Nike #Hershey #Mcdonald's
https://www.fool.com/investing/2024/07/13/the-smartest-dividend-stocks-to-buy-with-600-right/
3 No-Brainer Stocks to Buy With $300 Right Now for the Second Half of 2024
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For investors with a long-term mindset, there's never a wrong time to put your money to work on Wall Street. Three stocks to consider are Visa, GlaxoSmithKline, and PayPal. Visa is a leading payment processor with a commanding lead in credit card network purchase volume market share in the U.S. GlaxoSmithKline, despite facing litigation, has a strong drug portfolio and the financial resources to handle any challenges. PayPal, although its stock has declined, continues to experience growth in total payment volume and active accounts. These stocks offer value and growth potential for long-term investors.
#StockInvesting #Visa #Glaxosmithkline #Paypal
https://www.fool.com/investing/2024/07/03/3-no-brainer-stocks-to-buy-with-300-right-now/
Is Bank of America Stock a Buy?
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Bank of America (NYSE: BAC) stock has increased 58% since late October last year. The stock has gained as investors priced in the pause and potential interest rate cuts. Bank of America has over $2.5 trillion in total assets, making it the second-largest bank in the U.S. Rising unrealized losses have been a concern among investors as the Federal Reserve raised interest rates. Bank of America's unrealized losses have grown from $14 billion to $113 billion since the Fed began raising rates in 2022. Bank of America has a well-diversified deposit base, with 37 million consumer checking accounts and almost $2 trillion in deposits. Bank of America's net interest income grew from $43 billion in 2021 to $57 billion last year. Bank of America's net interest income fell in the first quarter compared to the same quarter last year. Delinquencies and net charge-offs on consumer loans could be a short-term headwind for the bank. Bank of America stock is still reasonably priced at 1.6 times its tangible book value and 13.6 times earnings. Bank of America is an excellent stock to buy today.
#BankOfAmerica #Stock #Investing #InterestRates
https://www.fool.com/investing/2024/06/29/is-bank-of-america-stock-a-buy/?source=eptdlflnk0000001&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=bf0a19d1-c035-41f8-8129-7a97b8ff46a3
Better Hydrogen Stock: Plug Power vs. Nikola
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Plug Power and Nikola are two different ways to invest in the hydrogen power market. Plug Power sells hydrogen fuel systems for electric forklifts, while Nikola develops semitrailer trucks that run on electric batteries and hydrogen fuel cells. Both stocks initially had high valuations but have since declined. Plug Power has customer concentration issues and has experienced financial restatements and losses. It recently secured a loan from the U.S. Department of Energy to build hydrogen production facilities. Nikola has faced challenges with delivering on its targets, including recalls and the conviction of its founder for fraud. It has a cash shortage and has diluted its existing investors. Plug Power appears to be a more compelling turnaround play due to its higher revenue, DOE loan, and lower valuations.
#HydrogenStocks #PlugPower #Nikola #Investment
https://www.fool.com/investing/2024/06/30/better-hydrogen-stock-plug-power-vs-nikola/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article&referring_guid=260e31f4-79db-4eff-b86f-2734551582e2
Stock Market Crash 2024? 3 Predictive Metrics That Suggest a Sizable Downturn in Stocks Is Forthcoming
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Three predictive metrics suggest a potential stock market crash in 2024. The first metric is the decline in U.S. M2 money supply, which has historically correlated with periods of double-digit unemployment and economic depressions. The second metric is the longest yield-curve inversion of the modern era, which has preceded every U.S. recession since World War II. The third metric is the high valuation of stocks, as indicated by the Shiller price-to-earnings (P/E) ratio, which is currently more than double its historical average. While these metrics do not guarantee a stock market crash, they serve as cautionary indicators for investors.
#StockMarket #Crash #PredictiveMetrics #UsM2MoneySupply #YieldcurveInversion #ShillerP/eRatio
https://www.fool.com/investing/2024/06/30/stock-market-crash-2024-3-metrics-sizable-downturn/
Better Semiconductor Stock: Nvidia or Advanced Micro Devices
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Nvidia has outperformed AMD in the past five years, with a gain of over 3,000% compared to AMD's 433%. Both companies benefit from the demand for GPUs in AI infrastructure. Nvidia's data center segment generated $22.6 billion in Q1 2025, a 427% YoY increase, while AMD's data center segment saw an 80% YoY increase to $2.3 billion. Nvidia has a dominant position in the AI chip space with nearly 10 times the revenue of AMD's data center segment. However, AMD is making inroads and has had serious inquiries about building an AI cluster with over 1 million GPUs. Nvidia's revenue is heavily reliant on its GPU products and data center segment, accounting for 87% of total revenue, while AMD's data center segment only accounts for 43% of its revenue. Both stocks have similar forward P/E valuations. Nvidia has a strong moat with its CUDA platform, while AMD is rapidly pushing innovation with next-generation architecture GPU platforms. The author prefers Nvidia as a long-term investment due to its moat in the AI chip space, but also sees potential in AMD ahead of a gaming console refresh cycle.
https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/?source=eptdlflnk0000001&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=8dfa626f-de40-46e2-b99c-9d0897f47f99
The Cannabis Industry Just Hit a Huge Milestone. Here's What That Could Mean for Investors
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The number of daily cannabis users has increased twentyfold since 1992. Cannabis use now surpasses alcohol use on a daily basis. Retail sales for the U.S. cannabis market could reach nearly $57 billion by 2028. The growing importance of cannabis in the U.S. economy presents investment opportunities. The data highlights the potential for marijuana legalization and the importance of cannabis voters. Investing in cannabis stocks is high-risk, high-reward. Canopy Growth is positioning itself to be a top marijuana company in the U.S. Investing in unprofitable cannabis stocks based on hopes of government reform is risky. Cannabis stocks may be suitable for investors with a high-risk tolerance and a long-term investment horizon.
#Cannabis #Investing #Marijuana #Legalization #Stocks
https://www.fool.com/investing/2024/06/08/the-cannabis-industry-just-hit-a-huge-milestone/
Is It Time to Sell Starbucks Stock?
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Starbucks reported a drop in revenue for the first time since the height of the pandemic. Sales in China, the company's largest single market outside the U.S., dropped 11%. The company is facing stiff competition from Luckin Coffee in China, which is undercutting Starbucks on price. In the U.S., comparable store sales declined 3% and transactions dropped 7%. The company is taking steps to address these issues, including a major shakeup in global leadership. It is too early to sell or buy Starbucks stock.
#Starbucks #StockMarket #Revenue #China #Competition #UsMarket
https://www.fool.com/investing/2024/06/02/is-it-time-to-sell-starbucks-stock/
3 No-Brainer Stocks to Buy With $300 Right Now
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The article discusses three stocks that are considered no-brainer buys for investors with $300 to invest. The first stock is PayPal, a financial technology leader in the digital payment space. Despite concerns about competition, PayPal's key performance indicators are pointing higher, and it has a strong capital-return program. The second stock is Alibaba, a China-based e-commerce behemoth. While there are concerns about China's government and weaker-than-expected sales growth, Alibaba's dominance in online retail and its cloud intelligence segment make it an attractive investment. The third stock is Airbnb, a stay-and-hosting platform. Despite challenges in the travel industry, Airbnb benefits from non-linear boom-and-bust cycles and the shift to remote work. Its key performance indicators are positive, and it has opportunities for expansion. The article concludes by stating that all three stocks have growth potential and are good investments for the long term.
#StockInvesting #Paypal #Alibaba #Airbnb
https://www.fool.com/investing/2024/05/29/3-no-brainer-stocks-to-buy-with-300-right-now/
Why Dell Technologies Stock Jumped This Week
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Dell Technologies stock jumped 14.2% this week after winning a substantial percentage of contracts related to Tesla's AI server buildout. The orders from Tesla could add $2.5 billion to $3 billion in revenue for Dell this year. Dell is expected to benefit from the AI boom as it is a significant driver of demand in the future. Dell will report earnings on May 30, where more details about the deal with Tesla may be revealed. Analysts expect revenue to rise 6.8% to $21.66 billion. Investors are closely watching Dell's position in AI-related demand, including from Tesla.
https://www.fool.com/investing/2024/05/17/why-dell-technologies-stock-jumped-this-week/?source=eptdlflnk0000001&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article
67.3% of Warren Buffett's $361 Billion Portfolio Is Invested in Just 4 Stocks
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Warren Buffett's equity portfolio for Berkshire Hathaway reflects his preference for investing in a few wonderful companies, with 67.3% of the portfolio invested in just four stocks. The largest holding is Apple, which makes up 40.1% of the portfolio. Bank of America is the second-largest holding at 10.6%, followed by American Express at 9.7%, and Coca-Cola at 6.9%. Buffett believes that diversification is not always necessary if you know how to analyze a business, its industry, and its stock. He has praised Apple's CEO Tim Cook and called Apple a better business than any they own. Buffett plans to maintain Berkshire's position in American Express indefinitely. Coca-Cola is a classic Buffett investment, with its strong brand and major cost advantages giving it a sustainable competitive advantage. Despite the concentration of his portfolio, Buffett's investments have proven successful over the years.
#WarrenBuffett #InvestmentPortfolio #BerkshireHathaway #Stocks #Apple #BankOfAmerica #AmericanExpress #Cocacola
https://www.fool.com/investing/2024/05/11/warren-buffett-billion-portfolio-4-stocks/
This Forecasting Tool Is Sending Its Strongest Warning Since the Great Recession. It Could Signal a Big Move in the Stock Market.
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The U.S. economy expanded 2.5% in 2023, an acceleration from 1.9% in 2022. However, consumer spending and business investments slowed in the first quarter of 2024, with U.S. economic growth slowing to 1.6%. The Treasury yield curve has been inverted since late 2022, which has preceded every recession since 1969. The Conference Board Leading Economic Index (LEI) has fallen 13.1% from its record high in December 2021, the sharpest decline since the Great Recession. The LEI has been a reliable forecasting tool, with a decline of at least 5% from its peak preceding a recession within 21 months. The S&P 500 has declined by an average of 31% during recessions but has rebounded by an average of 40% in the 12 months following the trough. Investors should be cautious in the current economic environment but not exit the stock market.
#StockMarket #Recession #EconomicGrowth #TreasuryYieldCurve #ConferenceBoardLeadingEconomicIndex #S&p500
https://www.fool.com/investing/2024/05/10/strong-warning-since-great-recession-stock-market/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Are Stocks Going to Crash if Joe Biden Wins and Democrats Control Congress? Here's What History Says About Stock Market Returns When Democrats Win.
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As of the closing bell on April 24, incumbent Joe Biden had earned 3,237 delegates during presidential primaries. That's well beyond the 1,968 delegates needed to secure the presumptive nomination for president from the Democratic Party. Since taking office on Jan. 20, 2021, Biden has overseen gains of 23% in the Dow Jones Industrial Average, 32% in the S&P 500, and 17% in the Nasdaq Composite. Two policy proposals that could give Wall Street and investors reason to head for proverbial hills are quadrupling the share buyback tax to 4% and increasing the peak marginal corporate tax rate to 28% from 21%. The stock market tends to deliver for patient shareholders over the long run regardless of which political party is in control. According to CFRA Research, there were 23 years between Dec. 31, 1944 and Dec. 31, 2021 where Democrats controlled Congress and the White House. In those 23 years, the benchmark S&P 500 averaged a 10.5% return. The stock market benefits from long-winded economic expansions, and periods of economic growth often stick around for multiple years. Patience and perspective have a way of rewarding investors, regardless of which political party is in power.
#JoeBiden #Democrats #StockMarket #PolicyProposals #EconomicHeadwinds #HistoricalData
https://www.fool.com/investing/2024/04/28/stocks-crash-if-joe-biden-wins-what-history-says/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Forget the S&P 500: Buy This Incredible Growth ETF Instead
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Investing in the Vanguard Growth fund (NYSEMKT: VUG) is a smart move for investors looking for reliable growth. The fund tracks the CRSP US Large-Cap Growth Index and focuses on large-cap domestic companies. It has outperformed the S&P 500 over most time periods, including a 10-year annualized return of 14.7% vs. 12.5% for the S&P 500. The Vanguard Growth ETF has an average price-to-earnings (P/E) ratio of 38 and holds about 200 stocks. It offers investors the potential for higher growth while adding minimal extra risk. However, investors may still want to keep some money in a broader index fund for lower risk and stability.
#VanguardGrowthFund #Vug #S&p500 #IndexInvesting #Etf #GrowthStocks #LargecapDomesticCompanies
https://www.fool.com/investing/2024/04/22/forget-the-sp-500-buy-this-incredible-growth-etf/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Are Stocks Going to Crash if Donald Trump Wins and Republicans Control Congress? Here's What History Says About Stock Market Returns When Republicans Win.
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During Donald Trump's presidency, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite respectively rose by 57%, 70%, and 142%. A unified Republican Congress with Trump as president would face challenges related to tax reforms and potential tariffs on Chinese goods. However, macroeconomic headwinds, such as the decline in U.S. M2 money supply and pricey stock valuations, could pose a greater threat to the economy and stocks. Despite these challenges, historical data shows that the stock market has performed well regardless of which party controls the presidency and Congress. The S&P 500 averaged a 12.9% return during eight years of Republican control, compared to a 10.5% average return under 23 years of Democratic control. The U.S. economy steadily expands over time, and bull markets tend to last longer than bear markets, indicating that patient investors can grow their wealth regardless of the election outcome.
#StockMarket #DonaldTrump #Republicans #Congress #History #EconomicGrowth #TaxReforms #Tariffs #UsM2MoneySupply #StockValuations #S&p500 #BullMarket #BearMarket
https://www.fool.com/investing/2024/04/21/stocks-crash-donald-trump-wins-what-history-says/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Here's My Favorite Vanguard ETF to Buy Right Now -- and It Isn't Even Close
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The article discusses the author's favorite Vanguard ETF to buy, which is the Vanguard Small-Cap Value Index Fund ETF (VBR). The author explains that VBR focuses on small-cap value stocks and currently owns 856 U.S. stocks across 11 sectors. The author highlights that small-cap value stocks have historically outperformed other asset classes and believes that VBR is well-positioned for future growth. The article mentions that VBR has a low expense ratio of 0.07% and a dividend yield of 1.99%. However, the author notes that the main short-term risk for VBR is the potential for an economic downturn. Overall, the author expresses optimism about VBR's long-term performance.
https://www.fool.com/investing/2024/04/21/heres-my-favorite-vanguard-etf-to-buy-right-now-an/
68% of Warren Buffett's $372 Billion Portfolio Is Invested in Just 4 Stocks
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Warren Buffett's $372 billion portfolio at Berkshire Hathaway is invested in just four stocks, which make up 68% of the portfolio. The four stocks are Apple, Bank of America, American Express, and Coca-Cola. Apple is the largest holding, accounting for 42.9% of invested assets. Buffett has praised Apple's management team and its capital-return program. Bank of America is the second-largest holding, making up 9.9% of the portfolio. Buffett is attracted to bank stocks for their ability to take advantage of long periods of economic growth. American Express accounts for 8.9% of the portfolio and benefits from extended periods of economic growth and its dual role as a payment processor and lender. Coca-Cola is the fourth-largest holding, making up 6.3% of the portfolio. Buffett has held shares of Coca-Cola since 1988 and appreciates its predictable cash flow and geographic diversity.
#WarrenBuffett #InvestmentPortfolio #Stocks #Apple #BankOfAmerica #AmericanExpress #Cocacola
https://www.fool.com/investing/2024/04/19/68-warren-buffett-portfolio-invested-in-4-stocks/
2 Top Artificial Intelligence (AI) Stocks to Buy in April
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Micron Technology and Oracle are two AI stocks that offer attractive valuations and potential for long-term growth. Micron Technology is expected to benefit from favorable memory pricing trends and increased demand for high-bandwidth memory (HBM) used in AI chips. Oracle's AI credentials have been boosted by its fiscal 2024 third-quarter results, indicating significant growth potential driven by AI. Both stocks trade at reasonable valuations and have the potential to deliver impressive returns over the long run.
#ArtificialIntelligence #Stocks #Investing #MicronTechnology #Oracle
https://www.fool.com/investing/2024/04/19/top-artificial-intelligence-ai-stocks-buy-in-april/
The Social Security Cost-of-Living Adjustment (COLA) Forecast for 2025 Was Just Updated, and It May Surprise Retirees
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The Social Security Cost-of-Living Adjustment (COLA) for 2023 was 8.7%, the largest in four decades. However, the Retirement Confidence Survey (RCS) found that many retirees still struggled financially. Social Security benefits received a smaller 3.2% COLA this year, disappointing many recipients. The latest projection shows Social Security's COLA shrinking to 2.6% in 2025. The COLAs are based on the average inflation rate during the third quarter, calculated using the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). The CPI-W may not accurately reflect the spending patterns of Social Security recipients. Inflation has been increasing in recent months, with consumer prices rising faster than Social Security benefits. The average retired-worker benefit in February 2024 was $1,910.79 per month. If Social Security benefits get a 2.6% COLA in 2025, the average retiree would receive about $49.68 more per month. The official COLA for 2025 will be determined in mid-October based on third-quarter inflation data.
#SocialSecurity #Cola #Retirees #Inflation #Benefits
https://www.fool.com/retirement/2024/04/16/social-security-cola-forecast-surprise-retirees/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Are You a New Investor? History Says You Should Buy This Magnificent ETF Hand Over Fist
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The article discusses the Vanguard S&P 500 ETF as a smart investment option for new investors. The ETF provides exposure to the S&P 500, a collection of 500 large and profitable enterprises in the U.S. It has historically generated a total return of 511% since its inception in September 2010, with an annualized gain of 14.4%. The ETF offers broad diversification across sectors and has a low expense ratio of 0.03%. The article suggests dollar-cost averaging as a strategy to invest in the ETF, even at record highs, and highlights the potential for double-digit returns over the long term. The author recommends the ETF as a no-brainer buy for new investors.
https://www.fool.com/investing/2024/04/15/new-investor-history-says-buy-magnificent-etf/
This High-Yield Dividend Stock Is a Monster Passive Income Machine
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This article discusses a high-yield dividend stock that is considered a monster passive income machine. The stock is a leading midstream energy company called Enterprise Products Partners (EPD), which operates over 50,000 miles of pipeline and has over 300 million barrels of liquids storage. The company has delivered a double-digit return on invested capital since 2005 and has increased its distribution for 25 consecutive years with a current yield of over 7%. Enterprise Products Partners has roughly $6.5 billion of major projects under construction and has an average return on invested capital of 12% over the last 10 years. The stock is priced attractively at 10.9 times forward earnings, and its units trade below the S&P 500 energy sector's multiple. The article also mentions that LPs must provide each unitholder with a Form K-1, which can make tax preparation more of a hassle.
#DividendStock #PassiveIncome #EnterpriseProductsPartners #MidstreamEnergy #Pipeline
https://www.fool.com/investing/2024/04/15/high-yield-dividend-stock-passive-income/
This High-Yield Dividend Stock Is a Monster Passive Income Machine
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This article discusses a high-yield dividend stock that is considered a monster passive income machine. The stock is a leading midstream energy company called Enterprise Products Partners (EPD), which operates over 50,000 miles of pipeline and has over 300 million barrels of liquids storage. The company has delivered a double-digit return on invested capital since 2005 and has increased its distribution for 25 consecutive years with a current yield of over 7%. Enterprise Products Partners has roughly $6.5 billion of major projects under construction and has an average return on invested capital of 12% over the last 10 years. The stock is priced attractively at 10.9 times forward earnings, and its units trade below the S&P 500 energy sector's multiple. The article also mentions that LPs must provide each unitholder with a Form K-1, which can make tax preparation more of a hassle.
#DividendStock #PassiveIncome #EnterpriseProductsPartners #MidstreamEnergy #Pipeline
https://www.fool.com/investing/2024/04/15/high-yield-dividend-stock-passive-income/
JPMorgan CEO Jamie Dimon Warns the Chance of an Economic Downturn Is 'Higher Than Other People Think'
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JPMorgan CEO Jamie Dimon warns of a higher chance of an economic downturn due to geopolitical tensions and stubborn inflation. He acknowledges that U.S. consumers are in good shape but cautions that lower earners may be running out of money. Dimon's previous recession warnings have been proven wrong. It is important to be prepared for a recession by saving an emergency fund, paying off debt, and building job skills.
#JamieDimon #Jpmorgan #EconomicDownturn #Recession #Unemployment #GeopoliticalTensions #Inflation #Savings #Debt #JobSkills
https://www.fool.com/the-ascent/personal-finance/articles/jpmorgan-ceo-jamie-dimon-warns-the-chance-of-an-economic-downturn-is-higher-than-other-people-think/
Should Investors Buy the Artificial Intelligence & Technology ETF Instead of Individual AI Stocks?
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The article discusses whether investors should consider buying the Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ) instead of individual AI stocks. The ETF, which has been in existence since May 2018, owns more than 80 stocks associated with AI, including top holdings like Nvidia. It has performed well, returning over 130% since inception and slightly exceeding the total return of the S&P 500. The ETF offers diversification and reduces risk by not heavily relying on a few companies. While it has a higher expense ratio compared to the average, it may be a suitable choice for investors who want exposure to AI without the risk of picking individual stocks.
https://www.fool.com/investing/2024/04/12/should-investors-buy-artificial-intelligence-tech/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Why Real Estate Stocks Were Hurting Today
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Real estate stocks experienced significant declines on Wednesday due to concerns about the Federal Reserve cutting its key interest rate. Real estate investment trusts (REITs) such as Easterly Government Properties, VICI Properties, and Kilroy Realty saw drops in their stock prices. Transaction platform operator Opendoor Technologies also experienced a significant decline. The high interest rates, driven by inflation, are impacting the cost of mortgages for home buyers and financing for developers. The latest consumer price index (CPI) update showed a 3.5% year-over-year increase in inflation, higher than expected. This makes the likelihood of rate cuts by the Federal Reserve less probable. If inflation continues to rise, the Fed may even raise rates, further squeezing borrowers. Despite these concerns, housing demand remains strong, driven by a robust U.S. economy. However, the real estate sector may not be the most ideal for portfolio-building at the moment.
https://www.fool.com/investing/2024/04/10/why-real-estate-stocks-were-hurting-today/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
1 Chip Manufacturing Stock Making a Big Bet on AI
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Japanese chip manufacturer Renesas is making a big bet on the next generation of computing by acquiring design software provider Altium. Renesas, known for its hybrid business model of designing and manufacturing semiconductors, aims to boost its software and digital tool capabilities to cater to non-tech customers implementing next-gen electronics. The acquisition of Altium, despite its small revenue of $139 million, comes at a hefty price premium of $6 billion. Renesas sees the opportunity to embed AI in devices themselves, which will require more sophisticated and energy-efficient hardware. The company could become a hidden growth stock in the AI race.
#ChipManufacturing #Ai #Renesas #Altium #Software #Semiconductors
https://www.fool.com/investing/2024/04/07/1-chip-manufacturing-stock-making-a-big-bet-on-ai/
Why Meme and Utility Cryptocurrencies Stumbled This Week
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Meme and utility cryptocurrencies experienced a decline this week. Shiba Inu (SHIB) and DOT both saw a decline of over 12%, while AVAX and APT fell by 14% and 21% respectively. The decline in these coins followed the price trajectory of Bitcoin, which also traded notably down during the week. The decline can be attributed to comments from Federal Reserve officials expressing hesitation about interest rate cuts. Investors sought safer investments such as bonds and precious metals, with the yield on the 10-year bond rising by more than 9 basis points and precious metals seeing a 5% gain over the week. However, it is expected that the growth train will restart soon as rate cuts are likely to come if the U.S. economy continues to perform well. Cryptocurrencies are seen as a more dynamic and exciting asset class compared to precious metals and bonds, so investors may return to coins and tokens in the near future.
https://www.fool.com/investing/2024/04/05/why-meme-and-utility-cryptocurrencies-stumbled-thi/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
2 Artificial Intelligence (AI) Stocks Have Doubled Over the Past Year: Here's Why That Could Happen Again
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Super Micro Computer stock has surged over 800% in the past year, driven by high demand for its servers and storage solutions. The company's revenue is projected to grow even faster in the remaining half of its fiscal year. Micron Technology, known for making DRAM and NAND memory chips, has also seen its stock rise 103% over the past year. Micron is benefiting from a rebound in the chip sector and increased demand for AI servers. Both Super Micro Computer and Micron have the potential to double again due to their strong growth prospects and favorable market conditions.
#ArtificialIntelligence #Ai #Stocks #SuperMicroComputer #MicronTechnology
https://www.fool.com/investing/2024/04/04/x-artificial-intelligence-ai-stocks-that-have-doub/
I'm Worried About a Recession in 2024. Should I Wait to Invest?
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Despite a low unemployment rate, 42% of Americans are still bracing for a recession in 2024. Whether to invest or wait depends on your financial situation. If you have a fully loaded emergency fund and no high-cost debt, you shouldn't hesitate to invest. However, if you have near-term financial shortcomings or high-interest debt, it's better to wait and address those first. It's important to have a fully loaded emergency fund and enough cash reserves to cover three months of essential living expenses. High-interest debt, like credit card balances, should be paid off before investing. If you have emergency savings and affordable debt, don't let recession fears stop you from investing and taking advantage of the opportunity to grow wealth over time. While a 2024 recession looks unlikely, it's still a good idea to be prepared by maintaining a strong emergency fund and avoiding high-interest debt.
#Recession #Investing #EmergencyFund #Debt #FinancialSituation
https://www.fool.com/the-ascent/buying-stocks/articles/im-worried-about-a-recession-in-2024-should-i-wait-to-invest/
Forget Nvidia: Billionaires Are Selling It and Buying 2 Top Artificial Intelligence (AI) Stocks Instead
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Several billionaire hedge fund managers, including Israel Englander, Steven Cohen, and David Tepper, have sold down their positions in Nvidia while purchasing other AI stocks. They have bought shares of Amazon and HubSpot, two companies that have a strong presence in certain AI markets and are leaning into AI product development. Amazon is using AI to improve its e-commerce, digital advertising, and cloud computing businesses, while HubSpot is adding AI capabilities to its CRM platform. Both companies reported strong financial results in the fourth quarter. Wall Street analysts expect Amazon to grow sales at 11% annually over the next five years, and HubSpot to grow sales at 17% annually. Investors are advised to consider buying a small position in these AI stocks.
#Nvidia #ArtificialIntelligence #AiStocks #Amazon #Hubspot #HedgeFundManagers
https://www.fool.com/investing/2024/04/03/forget-nvidia-billionaires-buying-2-top-ai-stocks/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
3 Analysts Cut Their Price Targets on UPS Stock. Here's Why It's a Buy.
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Three analysts have reduced their price targets on UPS stock after the company provided a business update. Helane Becker, an analyst at TD Cowen, dropped her price target to $140 from $147, implying a downside of about 5%. HSBC analyst Parash Jain reduced his price target to $150 from $155, while J. Bruce Chan dropped his price target to $170 from $178. Despite the bearish stance, UPS is still considered a great option for income investors. The company plans to return $6.52 per share to investors in the form of dividends in 2024, representing a compound annual growth rate of 9.3% from 2010 to 2024. UPS has averaged an 84% dividend payout ratio over the past 10 years and is a market leader with a robust 2026 free cash flow target of about $17.5 billion.
#Ups #Stock #PriceTargets #Analysts #Dividend
https://www.fool.com/investing/2024/04/01/3-analysts-cut-their-price-targets-on-ups-stock-he/
1 Flashing Warning Signal Microsoft Investors Must Be Aware Of
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Microsoft's stock has a trailing price-to-earnings ratio of 39, the most expensive it has been since the early 2000s. The high valuation is due to Microsoft's success in artificial intelligence (AI) and its cloud computing business, Microsoft Azure. However, if Microsoft fails to meet investor expectations and its stock price drops, it could negatively impact the broader market as Microsoft makes up roughly 7% of the S&P 500. Additionally, a decline in demand for Microsoft's products could indicate a slowdown in business expansions globally. While Microsoft is expected to continue growing, it may be overvalued compared to other stocks like Nvidia. Investors should consider alternative investment opportunities.
#Microsoft #StockMarket #Valuation #ArtificialIntelligence #CloudComputing
https://www.fool.com/investing/2024/03/31/1-flashing-warning-signal-microsoft-investors-must/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Can Tesla Stock Reach $1,000 by 2030?
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Tesla stock has the potential to reach $1,000 per share by 2030 if there is a reacceleration of growth for the overall business. Last year, Tesla's sales increased by just 19%, a significant slowdown compared to previous years. However, the EV industry is still in the early stages, with EVs accounting for only 14% of all passenger vehicles sold worldwide in 2022. Tesla, commanding about 55% of the industry's unit sales in the U.S., is well-positioned to benefit from the continued growth of the EV market. If unit sales and revenue figures start to pick up and post growth similar to previous years, reaching $1,000 per share seems likely. However, there are factors that could temper expectations, such as the possibility of a higher-rate environment and intense competition in the EV space. Additionally, Tesla's current market cap of $560 billion and its trading at a price-to-earnings ratio of 41.7 suggest that its future gains may be more muted. Therefore, it is unlikely that Tesla's returns in the next six years will resemble the last five years.
#Tesla #StockMarket #ElectricVehicles #GrowthPotential
https://www.fool.com/investing/2024/03/31/can-tesla-stock-reach-1000-by-2030/
If There Was a "Magnificent Seven" of Value Stocks, These Stocks Would Make the Cut
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The article discusses the concept of a "Magnificent Seven" of value stocks, which are companies that offer steady growth and low-risk investment opportunities. The author highlights seven value stocks that investors should consider adding to their portfolios: Berkshire Hathaway, Visa, JPMorgan Chase, Walmart, Mastercard, Home Depot, and Costco. These companies have large market caps, strong financial performance, and potential for future growth. The author emphasizes the benefits of diversification and the inclusion of value stocks alongside growth and tech stocks. The article also compares the performance of the Magnificent Seven value stocks to tech stocks and the S&P 500. It concludes by mentioning that the Motley Fool's Stock Advisor service has identified 10 stocks with potential for high returns, although Berkshire Hathaway is not among them.
#ValueStocks #Investing #Diversification #BerkshireHathaway #Visa #JpmorganChase #Walmart #Mastercard #HomeDepot #Costco
https://www.fool.com/investing/2024/03/31/if-there-was-a-magnificent-seven-of-value-stocks-t/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Warren Buffett Is Raking In $4.36 Billion in Annual Dividend Income From These 5 Stocks
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Warren Buffett, CEO of Berkshire Hathaway, is earning $4.36 billion in annual dividend income from five stocks. Bank of America is the top dividend breadwinner, providing almost $992 million in annual dividend income. Occidental Petroleum is the second-largest dividend payer, expected to provide over $897 million in annual income. Apple, Berkshire Hathaway's largest position, generates about $869 million in annual dividend income. Chevron is expected to provide over $822 million in annual payouts, and Coca-Cola contributes $776 million in annual dividend income. Buffett's preference for dividend stocks is based on their average annual return of 9.18% over a half-century, compared to 3.95% for non-dividend-paying companies.
#WarrenBuffett #DividendIncome #Stocks #BankOfAmerica #OccidentalPetroleum #Apple #Chevron #Cocacola
https://www.fool.com/investing/2024/03/29/warren-buffett-44-billion-dividend-income-5-stocks/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
The Nasdaq Ended February at a Record High. Here's 1 Semiconductor Stock on which Wall Street Keeps Raising Its Price Targets. Hint: It's Not Nvidia or AMD.
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The Nasdaq Composite and S&P 500 have reached record levels in 2024, driven by the narrative surrounding artificial intelligence (AI). Broadcom, a networking solutions company specializing in carrier networks and data centers, has seen a 34% YoY increase in revenue for Q1 2024, with $2.3 billion attributed to AI-driven sales. Management now expects 35% of semiconductor revenue to come from AI, totaling $10 billion this year. Despite a P/S multiple of 15.2, analysts from Benchmark, J.P. Morgan, Rosenblatt Securities, and Citigroup see upside in Broadcom's stock, with price targets ranging from 10% to 25% above its current trading levels. Broadcom is considered a suitable option for investors looking to bolster their allocation in chip stocks or AI opportunities.
#Nasdaq #S&p500 #ArtificialIntelligence #SemiconductorStocks #Broadcom
https://www.fool.com/investing/2024/03/27/the-nasdaq-ended-february-at-a-record-high-heres-1/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Wall Street Thinks This Hydrogen Stock Could Double or Triple, And It Could Be Just The Start
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Wall Street believes that Chart Industries (NYSE: GTLS), a hydrogen equipment supplier, has the potential to double or triple in value. The company recently received positive news, including a debt upgrade and an equity upgrade. The debt upgrade from a "B+" rating to "BB-" means that Chart could see greater demand for its debt and lower refinancing costs. The equity upgrade from "Neutral" to "Buy" predicts that Chart could generate $600 million in free cash flow this year and reduce its debt from $3.7 billion to $3.1 billion by the end of 2024. The stock's valuation multiple compressed after the acquisition of Howden, but with the market getting over its fears about the debt load, the stock could see healthy gains. Chart has also secured two big hydrogen orders, one from Element Resources Inc. for a green hydrogen facility in California and another for a collaboration with GasLog LNG Services Ltd. to study the buildout of a global liquid hydrogen supply chain. Chart's stock is considered cheap, trading at 11 to 13 times this year's earnings estimates, and the company sees a growing hydrogen market opportunity. If the hydrogen market expands as projected and Chart continues to capitalize on opportunities, it could experience earnings growth and multiple expansion.
#Hydrogen #StockMarket #ChartIndustries #EnergyTransition #DebtUpgrade #EquityUpgrade
https://www.fool.com/investing/2024/03/25/wall-street-thinks-this-hydrogen-stock-could-doubl/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
2 Artificial Intelligence Stocks That Could Help Set You Up for Life
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The AI market is projected to expand at a compound annual growth rate of 37% through 2030, reaching nearly $2 trillion by the end of the decade. Intel has introduced a shift in its business model and is investing heavily in AI, with EPS estimates indicating a potential stock price increase of 120% by fiscal 2026. Amazon, with its massive cloud data centers, is leveraging AI in various areas, including generative AI applications, code generation, transcription, and retail assistance. Estimates suggest that Amazon's stock could rise 67% from its current value over the next two fiscal years. Both Intel and Amazon are considered promising AI stocks to invest in.
https://www.fool.com/investing/2024/03/23/2-artificial-intelligence-stocks-that-could-help-s/
Got $1,000 to Invest in Stocks? Put It in This Index Fund.
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Investing in an S&P 500 index fund has been a smart idea historically. The Vanguard 500 Index Fund is a top choice for most people, tracking the performance of the 500 largest and most profitable companies in the United States. In the past 30 years, a $1,000 investment in the Vanguard 500 Index Fund would have turned into $19,500 today, with an average yearly gain of 10.4%. The fund has a total of $464 billion of assets and carries an expense ratio of just 0.04%. It is a safe, reliable, and proven method of generating wealth over the long term. Investors should maintain a long-term perspective and have the patience to let their capital build. The Vanguard 500 Index Fund can help set investors on the path to financial freedom.
#Investing #Stocks #IndexFund #Vanguard500IndexFund #S&p500
https://www.fool.com/investing/2024/03/17/1000-invest-in-stocks-put-index-fund/
Can Nvidia Keep Growing by Leaps and Bounds? These 2 Numbers Scream an Emphatic "Yes."
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A recent survey found that 85% of corporate executives plan to increase their organization's investments in artificial intelligence (AI) in 2024, with 89% ranking AI and generative AI as one of their top three technology priorities for the year. More than half of the executives expect to obtain cost savings from AI this year. Nvidia's revenue soared 265% year over year to a record high, and its growth story is impressive. The demand for AI and generative AI is surging worldwide, and Nvidia's technology is the de facto standard for AI infrastructure. However, while Nvidia's revenue is expected to continue growing, its stock price already reflects a significant amount of anticipated growth, and it remains to be seen if the stock will continue to soar.
#Nvidia #ArtificialIntelligence #GenerativeAi #RevenueGrowth #StockGrowth
https://www.fool.com/investing/2024/03/09/can-nvidia-keep-growing-by-leaps-and-bounds-these/
U.S. Money Supply Is Shrinking the Most Since the Great Depression. Is an Economic and Stock Market Meltdown on the Way?
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The U.S. money supply is shrinking at the highest rate since the Great Depression. Historically, whenever the money supply has contracted by at least 2%, it has been followed by a depression and double-digit unemployment rates. However, the current decline of nearly 4% in M2 money supply is not expected to lead to an economic and stock market meltdown. M2 money supply has stabilized in recent months, and the decline may not have the same impact as in the past due to decreased reliance on cash and increased use of digital payment methods. Some economists even believe that the declining M2 level could help bring inflation down and potentially avoid a recession. Overall, while the shrinking money supply is a concerning indicator, it is not necessarily a sign of an imminent economic crisis.
#U.s.MoneySupply #EconomicCrisis #StockMarketMeltdown #M2MoneySupply #GreatDepression
https://www.fool.com/investing/2024/02/25/us-money-supply-is-shrinking-the-most-since-the-gr/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Nvidia Just Bought This Under-the-Radar Artificial Intelligence (AI) Stock. Should You Buy It, Too?
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Nvidia has added more than $1 trillion to its market capitalization over the last 12 months. The tech giant filed a 13F form last week that revealed investments in other AI stocks at the end of 2023. SoundHound AI is one of those stocks, and the small company is packed with potential. SoundHound AI is a leader in conversational AI, developing voice-based AI technologies with applications in consumer-facing industries and automotive. SoundHound's financial results for 2023 are expected to show 49% growth compared to the previous year. Nvidia also made investments in semiconductor designer Block, restaurant technology provider Toast, and autonomous technology companies Tusimple Holdings and Stellantis. While Nvidia's investment in SoundHound AI doesn't provide much insight into its future potential, the company's innovative technology and growing customer base make it an interesting investment option, albeit with volatility.
#Nvidia #SoundhoundAi #ArtificialIntelligence #ConversationalAi #Investing
https://www.fool.com/investing/2024/02/18/nvidia-bought-under-the-radar-ai-stock-you-buy-too/
Nvidia Just Bought This Under-the-Radar Artificial Intelligence (AI) Stock. Should You Buy It, Too?
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Nvidia has added more than $1 trillion to its market capitalization over the last 12 months. The tech giant filed a 13F form last week that revealed investments in other AI stocks at the end of 2023. SoundHound AI is one of those stocks, and the small company is packed with potential. SoundHound AI is a leader in conversational AI, developing voice-based AI technologies with applications in consumer-facing industries and automotive. SoundHound's financial results for 2023 are expected to show 49% growth compared to the previous year. Nvidia also made investments in semiconductor designer Block, restaurant technology provider Toast, and autonomous technology companies Tusimple Holdings and Stellantis. While Nvidia's investment in SoundHound AI doesn't provide much insight into its future potential, the company's innovative technology and growing customer base make it an interesting investment option, albeit with volatility.
#Nvidia #SoundhoundAi #ArtificialIntelligence #ConversationalAi #Investing
https://www.fool.com/investing/2024/02/18/nvidia-bought-under-the-radar-ai-stock-you-buy-too/
If There's 1 Must-Have Investment in Your Portfolio, It's This ETF
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The article discusses the Vanguard S&P 500 ETF as a must-have investment in a portfolio. The ETF tracks the S&P 500 index, which represents the broad U.S. economy and includes industry leaders and influential companies. The ETF's top holdings are the 'Magnificent Seven' tech stocks. The Vanguard S&P 500 ETF is one of the cheapest ETFs on the market with an expense ratio of 0.03%. Since its inception, the ETF has averaged around 12% annual returns. Investing consistently in the ETF can lead to significant wealth accumulation over time.
#Investing #Etfs #S&p500 #VanguardS&p500Etf
https://www.fool.com/investing/2024/02/11/if-theres-1-must-have-investment-in-your-portfolio/
Got $5,000? These 3 Stocks Are Near Their 52-Week Lows and Are Underrated Buys
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Alibaba Group, United Parcel Service (UPS), and AstraZeneca are three stocks that are near their 52-week lows and are considered underrated buys. Alibaba Group offers investors exposure to the Chinese market and is trading at a discounted valuation of less than 8 times its expected future profits. UPS, despite facing challenges in the logistics industry, is projected to see stronger demand in the long run as geopolitical conditions improve and e-commerce picks up. AstraZeneca, a top healthcare company, has a broad business with growth opportunities in multiple therapeutic areas and a modest valuation of less than 16 times its estimated future profits.
#StockInvesting #AlibabaGroup #UnitedParcelService #Astrazeneca #UnderratedStocks #52-weekLows
https://www.fool.com/investing/2024/02/10/got-5000-these-3-cheap-stocks-are-near-their-52-we/
Want to Gain $1,000 in Annual Dividend Income? Invest $11,900 in These 3 High-Yield Dividend Stocks.
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Investors can receive a 9.5% yield from Ares Capital, a business development company with an investment-grade credit rating. Altria Group has raised its dividend every year for over a century, and it's offering a yield above 9% right now. AT&T, as a member of America's lucrative telecom oligopoly, can produce steadily growing cash flows to share with investors. Altria Group markets the Marlboro brand in the U.S. and has raised its dividend payout 58 times over the past 54 years. Ares Capital is an established business development company with an average yield of 12.4% on its debt and other income-producing securities. AT&T offers a dividend yield of 6.2% and is experiencing steady growth in mobility service and broadband revenue. These three stocks, with a total investment of $11,900, can secure $1,000 in annual dividend income. Altria Group, Ares Capital, and AT&T have the potential to raise their dividend payments in the future.
#DividendStocks #Investing #AltriaGroup #AresCapital #At&t
https://www.fool.com/investing/2024/02/04/want-to-gain-1000-in-annual-dividend-income-invest/
Want $1 Million? Invest $500 in This ETF Every Month
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Investing $500 per month in the Vanguard S&P 500 ETF can help accumulate $1 million over time. The ETF is recommended by Warren Buffett and offers instant diversification and low costs. The S&P 500 has a long-term track record of averaging 9.4% annual returns. Assuming a 10% average annual return, investing $500 monthly can result in a portfolio growth of $1,031,422 over time. Starting early is crucial for compound growth. The article suggests that getting started as quickly as possible is the easiest path to financial goals. The Motley Fool's Stock Advisor analyst team does not currently recommend investing in the Vanguard S&P 500 ETF, but they have identified 10 other stocks that they believe could produce significant returns. The Motley Fool has positions in and recommends Berkshire Hathaway and Vanguard S&P 500 ETF.
#Investing #Etf #VanguardS&p500Etf #WealthAccumulation #CompoundGrowth #FinancialGoals #StockAdvisor #WarrenBuffett
https://www.fool.com/investing/2024/02/04/want-1-million-invest-500-in-this-etf-every-month/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article
Notes by The Motley Fool | export