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| 24.08.25 22:04:52 |
Dow Jones Futures Rise; Nvidia Is Next Big Market Test After Powell-Led Rally |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Fed chief Powell's dovish speech triggered a big Friday rally, with the S&P 500 and Dow Jones hitting new highs and several stocks flashing buy signals. Nvidia earnings loom.
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| 24.08.25 20:32:56 |
Former Meta exec Nick Clegg offers careful criticism of ‘cloyingly conformist’ Silicon Valley |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
NEW YORK, NEW YORK - SEPTEMBER 24: Nick Clegg, President of Global Affairs at Meta speaks onstage during the 2024 Concordia Annual Summit at Sheraton New York Times Square on September 24, 2024 in New York City. (Photo by Leigh Vogel/Getty Images for Concordia Summit) | Image Credits:Leigh Vogel / Getty Images
Meta’s former policy chief Nick Clegg seems to be walking a tightrope as he promotes his upcoming book, “How to Save the Internet.”
Unlike certain other Meta employee memoirs, “How to Save the Internet” doesn’t sound like a tell-all or a scathing critique. And in an interview with the Guardian, Clegg (who previously led the U.K.’s Liberal Democrats) seems to distance himself from Silicon Valley without quite disavowing his former employer.
“I really do believe that, despite its imperfections, social media has allowed billions of people … to communicate with each other in a way that has never happened before,” he said, adding that he wouldn’t have worked for Meta “if I felt Mark Zuckerberg or Sheryl Sandberg were the monsters other people say they are.”
Still, he delivered memorable sound bites about the Valley, describing it as a “cloyingly conformist” culture where “everyone wears the same clothes, drives the same cars, listens to the same podcasts, follows the same fads.”
Clegg also sounded be mystified by the industry’s growing obsession with masculinity, saying, “I couldn’t, and still can’t, understand this deeply unattractive combination of machismo and self-pity.”
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| 24.08.25 20:00:56 |
Dow Jones Futures: Nvidia Is Next Big Market Test After Powell-Led Rally |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Fed chief Powell's dovish speech triggered a big Friday rally, with the S&P 500 and Dow Jones hitting new highs and several stocks flashing buy signals. Nvidia earnings loom.
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| 24.08.25 19:14:00 |
3 Brilliant Tech Stocks to Buy Now and Hold for the Long Term |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Nvidia should hold onto its leading position in the GPU market. Taiwan Semiconductor is involved with the production of 85% of all semiconductor start-up prototypes globally. Nearly 3.5 billion people use Meta Platforms' products every day.10 stocks we like better than Nvidia ›
As a buy-and-hold investor, I closely follow my long-term investments through exchange-traded funds and retirement accounts. I've always followed a Warren Buffett-style of investing, in which I look for strong, profitable companies to hold over the long term.
However, I also recognize that tech stocks are way too important -- and profitable -- to miss out on. Tech stocks represent companies that are at the forefront of innovation and development, leading the world's charge into the future. Without tech companies, we wouldn't have a host of massively significant advances that we take for granted today -- things like personal computers, online banking, 5G wireless service, the internet, smartphones, and GPS technology. Nor would we have the incredible types of tech that companies are still making rapid progress on today -- such as cloud computing, the Internet of Things, generative AI, and autonomous vehicles.
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Including strong, profitable tech stocks in your portfolio is one of the best ways to give yourself an opportunity to outperform the market. Consider that the tech-heavy Nasdaq Composite is up nearly 18% in the last 12 months, handily outperforming the Dow Jones Industrial Average and the S&P 500.
Three tech stocks that I think would be great choices for any retail investor's portfolio are Nvidia(NASDAQ: NVDA), Taiwan Semiconductor Manufacturing(NYSE: TSM), and Meta Platforms(NASDAQ: META).
Image source: Getty Images.
1. Nvidia
Semiconductor maker Nvidia is the biggest company in the world by market capitalization, so it naturally gets the top position on this list, too. While a recent pullback has driven the market cap from $4.4 trillion down to $4.2 trillion, the tailwinds that have propelled Nvidia's upward over the last few years are still present -- and they won't be going away any time soon.
Nvidia designs graphics processing units (GPUs) that are used by data centers to provide the computing power required by a host of advanced computing tasks, such as training and running large language models (LLMs) and artificial intelligence (AI) systems. Nvidia's GPUs are designed to be deployed in clusters of hundreds or thousands, boosting the parallel processing power they can apply to workloads. In addition, Nvidia's CUDA platform provides libraries and tools for developers who are working on software that will be powered by its GPUs. It's a popular platform with developers, and it's only compatible with Nvidia's chips. That added competitive advantage is one reason why I'm confident that it will continue to control the lion's share of the GPU market for years to come.
Nvidia will release its results for its fiscal 2026 second quarter on Aug. 27, and I think it's going to be another sterling report. I'll also be looking carefully at management's guidance, as the company is expected to resume selling its H20 AI chips to customers in China after being blocked from exporting them to that country earlier this year.
2. Taiwan Semiconductor
As the company that fabricates the advanced chips designed by Nvidia (as well as an array of other chip companies), Taiwan Semiconductor benefits from many of the same tailwinds as the GPU leader. But there are some differences between their businesses that make TSMC stock even more appealing.
As the world's leading third-party chip foundry, Taiwan Semi manufactured nearly 12,000 products for 522 customers in 2024, employing 288 separate process technologies. It's involved in about 85% of all semiconductor start-up product prototypes. In short, this is an ideal stock to own if you believe that the semiconductor business broadly will continue to grow, but you want to hedge some of your exposure away from Nvidia.
Taiwan Semi is also moving to limit its exposure to the trade war between Washington and Beijing, and to expand its manufacturing footprint further beyond the island of Taiwan, which China has designs on. The company is in the midst of spending $165 billion to expand its new manufacturing and R&D facility in Arizona and bring some of its most advanced fabrication processes to the U.S.
3. Meta Platforms
Meta Platforms, which operates Facebook, Instagram, WhatsApp, and Messenger, is the unquestioned king of the social media companies. On average, 3.48 billion people use its platforms every day -- and that number is increasing. Its daily active user count was up by 6% in June from a year earlier.
The company leverages that massive audience -- and the mountain of information it collects about them -- into an impressive revenue stream. Ad impressions were up 11% in the second quarter from the previous year. Overall, Meta reported $47.5 billion in revenue in the second quarter, up 22% year over year.
Meta's own artificial intelligence platform, Meta AI, has been driving a lot of its recent success. Meta AI's chatbot can generate content, answer questions, and create images. The company also provides AI-powered tools to advertisers to help them reach the customers they want, making their ads on its social media platforms more effective.
Tech stocks to buy and hold
Companies in the tech sector must constantly innovate in their efforts to stay relevant, and their stocks can sometimes be volatile. But Nvidia, Taiwan Semiconductor, and Meta Platforms aren't merely chasing trends -- they're shaping them. I expect that these companies will remain at the forefront of their industries as we move into the second half of the decade, and I view them as good bets to continue outperforming the market. That's why I like them for any buy-and-hold portfolio.
Should you invest $1,000 in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
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*Stock Advisor returns as of August 18, 2025
Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 18:23:00 |
The Motley Fool Just Ranked the Biggest Financial Stocks. Here's Why the No. 3 Pick Could Be Your Best Investment. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
The world's largest financial stocks cover a lot of ground, but banks make up the bulk of the list. The best investment opportunity on the list may not be in a bank, but in a company that helps banks. Visa's payment processing business is growing strongly, and the stock still looks fairly valued.10 stocks we like better than Visa ›
The Motley Fool just updated its report on the largest financial companies in the world. The list is filled with banks, but there are a couple of other names in the mix, including diversified conglomerate Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B), which is the No. 1 name on the list. But your best investment opportunity might actually be No. 3, Visa(NYSE: V). Here's why.
What does Visa do?
Visa is what's known as a payment processor. You probably think of it as a credit card company. But it really provides the technology that allows credit and debit cards to be safely used for payments. It connects buyers and sellers on behalf of card issuers, which are often the banks that fill up The Motley Fool's top financial stocks list.
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Image source: Getty Images.
The interesting thing about Visa is that no single transaction it facilitates is really all that important. That's because it only charges a small fee for the use of its payment network. It's the volume of transactions that flow through its network that's important. In the fiscal third quarter of 2025, payment volume increased 10% year over year, with Visa handling 65.4 billion transactions. On a dollar basis, volume rose 8%.
These are gigantic numbers and highlight just how deeply entrenched Visa is in the financial markets. But it is also deeply entrenched on Main Street. You probably have a credit card or debit card (or both) with a Visa logo on it. Most stores you shop at likely trust Visa to act as an intermediary for them. Don't forget online shopping, where most e-commerce sites allow Visa cards to be used as a safe payment option.
The world is increasingly moving away from paper money and toward card and digital payments. To be fair, Visa isn't the only company benefiting from this trend. But it is one of a very small number of companies that have an effective oligopoly in the space. That's kind of like a monopoly, but the industry dominance is shared across a small number of companies.
Visa is doing well, but it's not shockingly overpriced
As you might expect, Visa is performing well as a business. In the fiscal third quarter of 2025, revenues rose 14%, and adjusted earnings jumped 23%. Investors are aware of how well Visa is doing today, and the stock isn't cheap.
But the real attraction here is that Visa's shares don't look outlandishly expensive, either. Some numbers will help here. The price-to-sales (P/S) ratio is currently around 16.8x, versus a five-year average of 17.7x. The price-to-earnings (P/E) ratio is 33.5x, compared to a longer-term average of 34.1x.
The P/S ratio and the P/E ratio are not low by any stretch of the imagination, suggesting that value-focused investors might want to watch from the sidelines. But if you are a growth-minded investor, this strongly growing business looks fairly reasonably priced, historically speaking. That puts it into the growth at a reasonable price, or GARP, camp, which is probably a good place to be as the S&P 500(SNPINDEX: ^GSPC) flirts with all-time highs.
Visa isn't perfect, but it is attractive
Visa is doing well as a business. Wall Street knows that and has placed a high price tag on the shares. But that price tag isn't ridiculous when you look back at the company's recent valuation history. Given the ongoing success of the business and the likely future of more digital and card payments, long-term investors looking for an investment opportunity among the largest financial companies should probably make Visa their starting point.
Should you invest $1,000 in Visa right now?
Before you buy stock in Visa, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Visa wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of August 18, 2025
Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway and Visa. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 18:13:00 |
This Artificial Intelligence (AI) Stock Will Outperform Nvidia Through 2028 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Based on the potential growth the business offers, Nvidia's stock may be too richly valued to buy now. Shares of Adobe have been beaten down over the past year and a half due to fears that AI will diminish the need for its popular software tools. The market isn't giving Adobe enough credit for its own AI efforts. 10 stocks we like better than Nvidia ›
OpenAI launched ChatGPT on Nov. 30, 2022, kicking off a frenzy of excitement about generative AI -- and a flood of spending on it. Few companies have benefited more from that than Nvidia(NASDAQ: NVDA). The chipmaker's graphics processing units (GPUs) have proven essential hardware for training and running generative AI applications.
Since ChatGPT's launch, Nvidia's stock price has increased more than tenfold. It's now the most valuable company in the world with a market cap exceeding $4 trillion.
But the next three years are bound to look different from the previous three. And one AI stock looks poised to outperform the leading GPU maker through 2028, based on their current valuations and competitive forces.Image source: Getty Images.
Can Nvidia stock keep climbing?
Nvidia's financial results over the past three years have been nothing short of incredible. And as the generative AI boom continues, it continues to put up extremely high revenue and earnings growth.
The company reported a 73% year-over-year increase in data center revenue during its fiscal 2026 first quarter, which ended April 27, as big tech companies looked to outfit their data center servers with Nvidia's latest chips. That led to a 33% increase in the company's earnings per share. However, that EPS number included a $4.5 billion writedown on its inventory of H20 GPUs meant for the Chinese market. Without that, its earnings per share would've been up 57%. President Trump has since lifted the U.S. ban on selling to China. As part of that policy shift, Trump is requiring the company to pay 15% of its China sales to Washington -- but it does mean that the writedown can be reversed, as the H20s now have value again.
All that said, Nvidia still faces some headwinds to its continued growth. Competitors are starting to make progress in catching up to Nvidia with their own AI accelerator chips. AMD(NASDAQ: AMD) recently unveiled its MI400X, which is competitive with Nvidia's Blackwell Ultra platform. While the MI400X is slower than the Rubin architecture chips that Nvidia expects to launch in the second half of 2026, it sports a significant advantage in memory capacity, which has become a significant bottleneck in AI training. Still, some data center customers will likely bring some of their business to AMD due to its price performance, and also to keep their biggest GPU supplier in check.
Story continues
On top of that, the biggest Nvidia customers are all developing custom AI accelerators. Over the long run, custom silicon could reduce demand for Nvidia's general-purpose GPUs for AI training and inference, at least among the tech giants. That said, smaller businesses will likely rely on cloud providers offering access to Nvidia GPUs for their AI processing needs.
These headwinds make it hard to justify Nvidia's forward P/E ratio of 40. While the stock deserves to trade at a premium, investors who expect that it can continue to put up results like it has for the past few years may be overestimating its position in the market. As a result, I expect that its valuation multiple will be compressed over the next few years, which will drag on the stock's gains.
The AI stock that's poised to grow faster than Nvidia
While Nvidia has been and will remain a clear winner from the boom in AI spending, not every business that's exposed to the trend has as much clear-cut potential. For some companies, AI is as much a threat as it is an opportunity. One such business is Adobe(NASDAQ: ADBE).
Adobe's Creative Cloud suite is the leading software for creative professionals. Because generative AI makes it easier for anyone to create and edit photos, images, and graphics, many expect the developing tech to undermine the need for Adobe's tools. On the other hand, Adobe has invested in building its own AI model, Firefly, which it trained on its library of stock images and videos. Firefly is capable of generating images and videos, and helps creatives get the most out of Adobe's powerful tool set.
Right now, the market overwhelmingly views the threats of AI as outweighing the benefits for Adobe. The stock is down by more than 40% from the all-time high it touched at the start of 2024. But that sell-off may be a huge opportunity for investors.
Creative professionals who don't use Adobe's software put themselves at a disadvantage. It's an industry standard. Any designer, photographer, or videographer who is looking for work had better have familiarity with how to get the most out of Adobe's Creative Cloud because the entire industry uses it. That means there are extremely high switching costs to moving away from it, which should help Adobe retain its core customer base.
Moreover, Adobe is building on top of a strong customer base across its Creative, Document, and Digital Experience platforms. The generative AI tools it is embedding in its software are helping it boost revenue per user and are improving retention rates. The Firefly app that it released in June is credited with drawing in many new users to the Adobe franchise, which saw a more than 30% year-over-year increase in first-time subscribers in its last fiscal quarter, which ended May 30.
Overall, management expects revenue from AI products to more than double this year, although it remains a small portion of the company's total revenue. But when you consider the indirect effect, there's a clear impact. The company reported 12% growth in annual recurring revenue last quarter, and it expects 11% for the fiscal year. Despite its already high margins, growing into its AI investments should result in some margin expansion over time.
Management uses the steady free cash flow generated by Adobe's subscription revenues to buy back shares. It bought back 8.6 million shares last quarter. Assisted by its steadily shrinking share count, the company should be able to produce consistent double-digit percentage earnings per share growth over the next three years. But right now, the stock trades at just 17 times earnings. I expect that multiple to expand over time as Adobe continues to produce consistent earnings growth. That should lead the stock to outperform Nvidia through 2028.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of August 18, 2025
Adam Levy has positions in Adobe. The Motley Fool has positions in and recommends Adobe, Advanced Micro Devices, and Nvidia. The Motley Fool has a disclosure policy.
This Artificial Intelligence (AI) Stock Will Outperform Nvidia Through 2028 was originally published by The Motley Fool
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| 24.08.25 18:00:00 |
Prediction: These 2 Trillion-Dollar Artificial Intelligence (AI) Stocks Could Strike a Megadeal That Wall Street Isn't Ready For |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Apple has yet to launch a widely adopted breakthrough in the artificial intelligence (AI) landscape, instead opting for incremental iPhone updates and grand visions for products not yet launched. Tesla has built an autonomous driving system and a humanoid robot, but neither business is moving the needle financially for the company. Apple and Tesla were rumored to have explored a tie up about a decade ago; now may be even more compelling than ever for the two trillion-dollar behemoths to explore a partnership again.These 10 stocks could mint the next wave of millionaires ›
One of Silicon Valley's most famous "what-if" stories centers on a rumored deal that never happened. According to reports, Apple(NASDAQ: AAPL) had the chance to acquire Tesla(NASDAQ: TSLA) roughly a decade ago -- but the deal never materialized.
In the years since, Tesla has cemented itself as a global leader in electric vehicles (EV), while Apple has remained a dominant force in consumer electronics. Yet despite their respective clout, both companies share a surprising weakness: Unlike Microsoft, Alphabet, Amazon, and Meta Platforms, neither Apple nor Tesla has built a truly scaled artificial intelligence (AI) business.
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Apple's foray into the AI arena has been relatively muted, relying on incremental iPhone upgrades rather than a bold, stand-alone AI platform -- a departure from its decorated history of innovation. Tesla, on the other hand, has ambitious plans for its humanoid robot, dubbed Optimus, and its robotaxi network, but these initiatives remain unproven at scale.
This is what makes the prospects of a strategic partnership between Apple and Tesla so intriguing right now. Each could help cover the other's blind spots, and in doing so, build the foundation of scaled AI platforms that their rivals already enjoy.
Why Apple needs Tesla
Apple's legacy has always been rooted in consumer devices, pioneering category-defining products such as the iPod, iPhone, and iPad. For years, the company was seen as the undisputed master of uncovering latent needs and turning them into must-have innovations.
In recent years, however, Apple's push into advanced hardware has struggled to live up to the company's historic track record.
Last year, the company scrapped its car initiative, Project Titan, after years of research and development. The ambitious project ended without a formal product launch -- leaving Apple with no presence in the automotive market despite years of speculation.
More recently, Apple unveiled its Vision Pro headset, a foray into augmented and virtual reality. The device has widely been viewed as a disappointment -- a high-end luxury gadget rather than a mass-market breakthrough, limiting its adoption among everyday consumers.
Now, as rumors swirl around a Siri-powered robot in Apple's pipeline, management faces a critical decision: pursue yet another hardware moonshot from scratch and risk billions in capital expenditures (capex), or align with a partner that's already in production.
In my view, Apple doesn't need to reinvent the wheel by sinking more time and money into developing products that may never launch. Instead, Apple could thrive by positioning itself as the software and services layer powering intelligent hardware that already exists in the market.
By joining forces with Tesla, Apple could leverage the company's expertise in autonomous driving systems and robotics while integrating its own AI-powered software ecosystem and consumer marketing prowess.
Such a collaboration could allow Apple to leapfrog into both consumer and enterprise adoption of smart devices -- staking a claim in the robotics and autonomous era of AI, without repeating costly mistakes of the past.
Image source: Getty Images.
Why Tesla needs Apple
Tesla's robotaxi and Optimus both carry transformative potential. But bringing these projects to life requires massive investments in compute power and AI infrastructure.
While Tesla's balance sheet boasts a healthy cash cushion, it's worth noting that, like Apple, the company has also made some controversial capital allocation decisions in recent years.
TSLA Cash and Short Term Investments (Quarterly) data by YCharts
Case in point: Tesla recently scaled back its in-house Dojo AI supercomputer project, opting instead to revert to proven infrastructure from Nvidia and Advanced Micro Devices. Similar to Apple's Project Titan, the recent moves around Dojo underscore how costly and uncertain it can be to build proprietary systems at scale.
This is where a joint venture with Apple could reshape Tesla's financial trajectory. Apple sits on more than $132 billion in cash, equivalents, and marketable securities, and it commands unmatched global distribution channels. By partnering with Apple, Tesla could accelerate the commercialization of Optimus and robotaxi without overplaying its hand financially.
Moreover, Apple's unparalleled brand equity could help transform Tesla's AI-driven machines from prototype concepts into mainstream products -- bridging the gap between Musk's futuristic vision and tangible household and enterprise adoption.
A second chance that no one sees coming
Apple's decision not to acquire Tesla is often portrayed as a missed opportunity. But having spent a decade working in mergers and acquisitions as an investment banking analyst, I can say with confidence that deals rarely unfold as neatly as the financial models suggest. In many cases, strategic partnerships can unlock far greater, more accretive opportunities than an outright acquisition.
As the last of big tech to scale an AI business, both Apple and Tesla now sit at a pivotal crossroad. A collaboration between the two would represent a rare second chance for trillion-dollar innovators to join forces and reshape the future of the technology landscape.
By combining Apple's ecosystem with Tesla's progress in robotics and autonomous systems, the companies could fast-track the commercialization of next-generation AI applications -- moving them from research labs and into the hands of consumers worldwide.
Don’t miss this second chance at a potentially lucrative opportunity
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On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
Nvidia:if you invested $1,000 when we doubled down in 2009,you’d have $461,605!*Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,287!*Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $649,657!*
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*Stock Advisor returns as of August 18, 2025
Adam Spatacco has positions in Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 18:00:00 |
Nvidia, Alibaba, CrowdStrike, Snowflake, Inflation, and More to Watch This Week |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
HP, Chewy, Alibaba, Best Buy, Dollar General, and more also will report earnings. On the economic front, we’ll see inflation numbers from several sources and a housing data release.
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| 24.08.25 17:00:02 |
NVDA Earnings, PCE and Other Key Things to Watch this Week |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Markets enter a defining week following Friday's dramatic turnaround that saw the S&P 500 ($SPX [https://www.barchart.com/futures/quotes/$SPX/overview]) (SPY [https://www.barchart.com/etfs-funds/quotes/SPY/overview]) and Dow hit new highs after Fed Chair Jerome Powell's game-changing Jackson Hole speech declared that conditions "may warrant" rate cuts. The market rally struggled for much of last week, particularly hitting Nasdaq and growth stocks hard, before Powell's dovish pivot triggered a powerful Friday rebound that lifted indexes and leading stocks from or above key technical levels. The key question facing investors is whether Friday's growth stock resurgence represents a sustainable reassertion of market leadership or merely a one-off relief rally, with defense plays having shown relative strength during the week's volatility but finishing with more muted gains. Wednesday's Nvidia (NVDA [https://www.barchart.com/stocks/quotes/nvda]) earnings and guidance will serve as the ultimate test for both the market rally's sustainability and which sectors will lead going forward. The week also brings Friday's Core PCE Price Index alongside Q2 GDP revisions and a packed earnings calendar featuring cloud computing and AI infrastructure companies.
Here are 5 things to watch this week in the Market.
NVIDIA'S AI EMPIRE ASSESSMENT
Wednesday's Nvidia (NVDA [https://www.barchart.com/stocks/quotes/nvda]) earnings represent the week's most consequential event, serving as both a litmus test for the AI infrastructure buildout and a catalyst that could determine market leadership going forward. The results will be closely scrutinized for data center revenue growth, gaming segment performance, and crucially, management's guidance about future AI chip demand and pricing trends. Nvidia's commentary on customer inventory levels, competition from custom chips developed by hyperscalers, and the sustainability of current AI investment cycles will be particularly important given recent volatility in technology stocks and Friday's dramatic growth stock rebound. The earnings come at a critical juncture as investors question whether growth stocks can maintain momentum following Powell's dovish Jackson Hole comments or if recent defensive rotations will resume. Nvidia's results could significantly influence not only semiconductor stocks but also cloud computing companies, AI infrastructure plays, and the broader technology sector that has driven much of this year's market gains.
POWELL PIVOT FOLLOW-THROUGH AND FED POLICY
Friday's Core PCE Price Index at 8:30am will provide the Federal Reserve's preferred inflation measure, taking on heightened significance following Powell's Jackson Hole speech that opened the door to rate cuts by suggesting conditions "may warrant" policy adjustments. Both month-over-month and year-over-year readings will be closely watched for evidence supporting Powell's more dovish stance or potential contradictions that could complicate the Fed's messaging. The data arrives as markets have rapidly repriced rate cut expectations, with September 17 odds around 85% and investors betting on multiple cuts through year-end. Wednesday's FOMC meeting minutes at 2pm will provide additional context for interpreting Powell's Jackson Hole pivot, offering insights into the internal Fed discussions that shaped recent policy thinking. Any significant deviation in inflation data from expectations could either reinforce or undermine Powell's dovish shift, creating substantial volatility in rate-sensitive sectors.
CLOUD COMPUTING AND CYBERSECURITY EARNINGS
Wednesday brings a critical test for cloud infrastructure and cybersecurity sectors with Snowflake (SNOW [https://www.barchart.com/stocks/quotes/snow]) and CrowdStrike (CRWD [https://www.barchart.com/stocks/quotes/crwd]) reporting alongside Nvidia. Snowflake's results will provide insights into data analytics demand and cloud data warehouse adoption amid ongoing enterprise digital transformation trends. CrowdStrike's earnings will offer perspective on cybersecurity spending and enterprise security priorities, particularly important given increasing global cyber threats and regulatory compliance requirements. These results will help determine whether Friday's growth stock rally can sustain momentum or if recent defensive rotations will resume. Both companies represent high-growth technology plays that have been sensitive to interest rate expectations and investor risk appetite, making their results particularly relevant following Powell's dovish comments.
ECONOMIC GROWTH AND CONSUMER FUNDAMENTALS
Thursday's Q2 GDP revision at 8:30am will provide an updated view of economic growth momentum, while Tuesday's durable goods orders and consumer confidence data offer insights into business investment and household sentiment. The GDP revision comes amid ongoing questions about economic sustainability and provides context for the Fed's policy deliberations following Powell's Jackson Hole speech. Consumer confidence at 10am Tuesday will be particularly important for assessing household optimism about future economic conditions and spending intentions in light of recent labor market changes. Monday's new home sales data will provide additional perspective on housing market trends amid evolving mortgage rate expectations following Powell's dovish pivot. The convergence of growth measurements and forward-looking indicators creates potential for significant market reactions if data collectively suggests accelerating or decelerating economic momentum.
GLOBAL TECHNOLOGY AND GEOPOLITICAL BACKDROP
The week features several international technology earnings providing global perspective on digital trends and enterprise spending. PDD Holdings (PDD [https://www.barchart.com/stocks/quotes/pdd]) Monday will offer insights into Chinese e-commerce and consumer behavior, while Alibaba (BABA [https://www.barchart.com/stocks/quotes/baba]) Friday provides additional perspective on Asian market dynamics. Dell (DELL [https://www.barchart.com/stocks/quotes/dell]) and Marvell (MRVL [https://www.barchart.com/stocks/quotes/mrvl]) Thursday will provide insights into enterprise hardware demand and semiconductor trends. The earnings backdrop unfolds amid ongoing geopolitical developments following Trump's meetings with Putin and Zelenskyy, which could influence international business sentiment and cross-border technology investments. Companies with significant international exposure may face questions about geopolitical risks and supply chain considerations during their earnings calls.
Best of luck this week and don't forget to check out my daily options article [https://www.barchart.com/news/authors/113/gavin-mcmaster].
_ On the date of publication, Gavin McMaster [https://www.barchart.com/news/authors/113/gavin-mcmaster] had a position in: SPY [https://www.barchart.com/quotes/SPY] . All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here [https://www.barchart.com/terms#disclosure]. _ |
| 24.08.25 15:56:42 |
Warren Buffett Cautions That ‘Small Managerial Stupidities’ Add Up To ‘A Major Stupidity — Not a Major Triumph’ |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investor Warren Buffett is widely regarded for his practical wisdom and straightforward insights on corporate governance and business management. Among his notable observations is the cautionary statement, "A cumulation of small managerial stupidities will produce a major stupidity — not a major triumph." This remark highlights the often-overlooked risk that seemingly minor managerial missteps, when accumulated, can result in significant harm, rather than the company achieving success anyway.
Buffett, chairman and CEO of the investment conglomerate Berkshire Hathaway (BRK.B) (BRK.A), originally presented this insight in his 1982 letter to shareholders, during a broader discussion on corporate management decisions, specifically mergers and acquisitions. His focus was the danger posed by executives making seemingly minor but consistently flawed decisions, particularly around capital allocation and strategic acquisitions. In Buffett’s view, minor errors that individually appear inconsequential can collectively lead to substantial damage, effectively undermining long-term company performance.
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Buffett’s authority on this topic is rooted in his extensive experience overseeing Berkshire Hathaway’s growth from a modest textile firm into a globally recognized holding company with diversified investments. Over several decades, Buffett has developed a reputation for emphasizing disciplined decision-making, careful analysis, and rigorous oversight of management actions. His meticulous approach to selecting investments and managing businesses has allowed Berkshire Hathaway to consistently generate substantial returns and avoid many of the pitfalls that have ensnared other corporations.
Historically, Buffett’s observation arose in a climate marked by high-profile mergers and acquisitions, often driven by managerial ambition rather than strategic clarity. During this period, many companies pursued aggressive expansion strategies or deal-making without fully considering the long-term financial and operational consequences. Buffett, recognizing the dangers inherent in this mindset, cautioned that the accumulation over time of even minor managerial mistakes could undermine or even destroy significant shareholder value.
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This caution continues to hold relevance today, as contemporary businesses frequently grapple with the consequences of cumulative managerial errors. In complex corporate environments, seemingly small lapses — whether related to lax financial controls, inadequate risk assessments, flawed marketing strategies, or poor oversight — can aggregate into substantial setbacks. Recent financial crises, corporate scandals, and operational collapses consistently illustrate how smaller-scale oversights can snowball into widespread reputational, financial, or operational disasters.
Moreover, Buffett’s perspective is particularly pertinent in today’s dynamic market environment, where rapid decision-making and constant innovation are often necessary but can also lead to oversight of smaller operational details. In industries from technology to finance, seemingly trivial misjudgments in management practices, ethics, or strategic oversight have often resulted in significant consequences. Companies that fail to monitor and correct these minor errors can find themselves dealing with complex and expensive problems later.
Ultimately, Buffett’s advice underscores a timeless principle: effective corporate governance requires attentiveness and vigilance at every level, not only in major decisions but also in seemingly minor daily choices. His authoritative position as one of the most successful investors in history gives additional weight to his insights, making his caution particularly influential. By reminding executives and investors of the cumulative impact of managerial actions, Buffett continues to provide essential guidance for maintaining corporate stability and achieving sustainable long-term success.
On the date of publication, Caleb Naysmith did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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