Latest news with #techstocks
Yahoo
an hour ago
- Business
- Yahoo
Chipmakers under pressure, Circle's Buy rating, Kroger climbs
Yahoo Finance tracks today's top moving stocks and biggest market stories in this Market Minute. Chipmakers Nvidia (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), and Advanced Micro Devices (AMD) are in focus on reports from the Wall Street Journal that the US could revoke waivers for allies with semiconductor plants in China. Circle (CRCL) stock is climbing after Seaport gave the company its first Buy rating. Kroger (KR) climbs after beating first quarter earnings estimates and raising its full-year sales outlook. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. It's time for Yahoo Finance's market minute. US stocks are under pressure today as a sell-off in tech stocks weigh on the major averages. The Wall Street Journal reporting that the US may revoke waivers for allies with semiconductor plants in China, reigniting concerns about the trade war and hitting shares of chip stocks. Meanwhile, shares of stablecoin issuer Circle are climbing today after the company received its first buy rating. Seaport analyst Jeff Cantwell sees the global stablecoin market potentially reaching two trillion dollars, translating to annual revenue growth of 25% to 30% for Circle. And Kroger shares are climbing today after earnings showed its sales topped analyst estimates. The nation's largest supermarket operator also raised its full-year sales guidance, but did cite broader economic uncertainty as a potential headwind. And that's your Yahoo Finance market minute. For more on what's trending on Yahoo Finance, you can scan the QR code below to track the best and worst performing stocks of the trading session. Sign in to access your portfolio
Yahoo
15 hours ago
- Business
- Yahoo
Exploring High Growth Tech Opportunities in US Markets
Over the last 7 days, the United States market has remained flat, yet it is up 11% over the past year with earnings forecasted to grow by 14% annually. In this environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation and scalability potential to capitalize on these favorable conditions. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Ardelyx 20.78% 59.46% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.36% 60.93% ★★★★★★ Blueprint Medicines 21.12% 60.77% ★★★★★★ Alnylam Pharmaceuticals 23.63% 60.71% ★★★★★★ Alkami Technology 20.54% 76.67% ★★★★★★ Ascendis Pharma 35.07% 59.92% ★★★★★★ Lumentum Holdings 22.99% 103.97% ★★★★★★ Click here to see the full list of 233 stocks from our US High Growth Tech and AI Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Palo Alto Networks, Inc. is a global provider of cybersecurity solutions with a market capitalization of $130.87 billion. Operations: The company generates revenue primarily from its Security Software & Services segment, amounting to $8.87 billion. Palo Alto Networks' strategic maneuvers, such as its recent partnership with Binary Defense, underscore its commitment to enhancing security operations through AI-driven platforms like Cortex XSIAM. This collaboration not only broadens the implementation and MDR services but also customizes support to fit diverse organizational needs, reflecting Palo Alto's adaptability in a high-stakes cybersecurity landscape. Moreover, their consistent R&D investment, which recently accounted for approximately 12.6% of their revenue, fuels innovations that keep them at the forefront of cybersecurity solutions. These efforts are pivotal as they navigate a competitive market where maintaining technological leadership is crucial for growth and client trust. Take a closer look at Palo Alto Networks' potential here in our health report. Assess Palo Alto Networks' past performance with our detailed historical performance reports. Simply Wall St Growth Rating: ★★★★★☆ Overview: Take-Two Interactive Software, Inc. is a global developer, publisher, and marketer of interactive entertainment solutions with a market cap of approximately $42.11 billion. Operations: The company generates revenue primarily through its publishing segment, which accounts for $5.63 billion. Take-Two Interactive Software has been actively expanding its financial and operational scope, as evidenced by recent strategic moves including a $1B public offering aimed at funding acquisitions and debt repayment. This aligns with their aggressive R&D investment strategy, crucial for fostering innovation in the highly competitive gaming sector. Despite reporting a net loss, Take-Two projects significant revenue growth ranging from $5.95B to $6.05B next fiscal year, underpinned by robust annualized revenue and earnings growth rates of 14.2% and 89.3%, respectively. These figures suggest a resilient adaptation to market demands and potential future profitability, positioning them well within the high-growth tech landscape despite current financial setbacks. Click here and access our complete health analysis report to understand the dynamics of Take-Two Interactive Software. Gain insights into Take-Two Interactive Software's historical performance by reviewing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: Spotify Technology S.A., along with its subsidiaries, offers audio streaming subscription services globally and has a market capitalization of approximately $145.76 billion. Operations: Spotify generates revenue primarily through its Premium subscription service, which accounts for €14.34 billion, and its Ad-Supported segment, contributing €1.88 billion. Spotify Technology has demonstrated robust financial performance, with a notable increase in sales from EUR 3.64 billion to EUR 4.19 billion year-over-year and an uplift in net income to EUR 225 million. This growth is underpinned by a strategic emphasis on R&D, crucial for sustaining innovation and competitiveness in the dynamic tech landscape; indeed, Spotify's R&D expenses have consistently aligned with its revenue growth, ensuring continuous product evolution and market relevance. Moreover, the company's forward-looking revenue projection of $4.3 billion underscores its operational optimism and potential for sustained expansion within the tech sector. Click here to discover the nuances of Spotify Technology with our detailed analytical health report. Learn about Spotify Technology's historical performance. Explore the 233 names from our US High Growth Tech and AI Stocks screener here. Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include PANW TTWO and SPOT. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15 hours ago
- Business
- Yahoo
Exploring Three High Growth Tech Stocks In The US Market
In the last week, the United States market has been flat, yet it is up 9.9% over the past year with earnings projected to grow by 15% annually. In this context of steady growth and positive earnings forecasts, identifying high-growth tech stocks involves looking for companies that demonstrate strong innovation potential and robust financial health amidst these conditions. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Ardelyx 21.03% 60.42% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.36% 60.93% ★★★★★★ Blueprint Medicines 21.12% 60.77% ★★★★★★ Alnylam Pharmaceuticals 23.63% 60.71% ★★★★★★ Alkami Technology 20.53% 76.67% ★★★★★★ Ascendis Pharma 35.07% 59.92% ★★★★★★ Lumentum Holdings 22.99% 103.97% ★★★★★★ Click here to see the full list of 229 stocks from our US High Growth Tech and AI Stocks screener. Let's uncover some gems from our specialized screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Tenable Holdings, Inc. offers cyber exposure management solutions across various global regions and has a market capitalization of approximately $4.01 billion. Operations: Tenable Holdings generates revenue primarily from its Security Software & Services segment, amounting to $923.20 million. The company operates across the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Tenable Holdings, despite its current unprofitability, is strategically positioning itself for future profitability with significant leadership and product expansions. The company's recent appointment of experienced executives and the anticipated launch of an expanded Tenable One platform underscore a focused strategy on enhancing cybersecurity capabilities. Notably, Tenable's R&D expenditure has been robust, supporting its aggressive innovation trajectory. This commitment is reflected in its projected earnings growth of 61.1% annually and an ambitious revenue forecast aiming for $970 million to $980 million by year-end. Moreover, the repurchase of 1.6 million shares early this year highlights confidence in their strategic direction amidst a challenging competitive landscape. Click here to discover the nuances of Tenable Holdings with our detailed analytical health report. Gain insights into Tenable Holdings' past trends and performance with our Past report. Simply Wall St Growth Rating: ★★★★★☆ Overview: Corning Incorporated operates in the optical communications, display technologies, environmental technologies, specialty materials, and life sciences sectors both in the United States and globally, with a market cap of approximately $43.23 billion. Operations: The company generates revenue primarily from optical communications ($5.08 billion) and display technologies ($3.91 billion), with additional contributions from specialty materials, life sciences, and Hemlock and emerging growth businesses. Corning's strategic collaborations and technological advancements underscore its potential in high-growth sectors like AI and mobile technologies. Recently, Corning partnered with Broadcom to enhance data center capacities with its optical components for a pioneering ethernet switch, reflecting significant strides in AI infrastructure efficiency. Additionally, the introduction of Gorilla Glass Ceramic 21 in Samsung's latest smartphone exemplifies Corning's influence on mobile durability innovations. These efforts are supported by robust R&D investments totaling $404 million last year, aimed at refining technologies that meet evolving digital demands. With a projected annual earnings growth of 27.9% and revenue increases expected at 9.6% per year, Corning is positioning itself as a key player in essential tech domains despite some financial setbacks like a notable one-off loss impacting recent results. Take a closer look at Corning's potential here in our health report. Evaluate Corning's historical performance by accessing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: MNTN, Inc. is a performance TV software company that offers advertising services in the United States with a market capitalization of approximately $1.53 billion. Operations: The company generates revenue primarily from its Internet Software & Services segment, amounting to $246.27 million. MNTN, recently public following a $187.2 million IPO, illustrates a dynamic shift in tech with its aggressive growth metrics and strategic legal structuring to bolster market presence. Despite current unprofitability, the company is on a trajectory with forecasted earnings growth at an impressive 74.5% annually, significantly outpacing the industry average. This performance is underpinned by substantial R&D investments aimed at pioneering innovations in software and AI technologies, ensuring MNTN remains competitive in a rapidly evolving sector. These efforts are complemented by recent regulatory updates and significant capital raised through equity offerings totaling nearly $700 million, positioning MNTN to capitalize on expanding market opportunities and enhance shareholder value. Click to explore a detailed breakdown of our findings in MNTN's health report. Review our historical performance report to gain insights into MNTN's's past performance. Explore the 229 names from our US High Growth Tech and AI Stocks screener here. Are these companies part of your investment strategy? Use Simply Wall St to consolidate your holdings into a portfolio and gain insights with our comprehensive analysis tools. Discover a world of investment opportunities with Simply Wall St's free app and access unparalleled stock analysis across all markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TENB GLW and MNTN. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
a day ago
- Business
- Yahoo
Cathie Wood buys $18.5 million of popular AI stock
Cathie Wood buys $18.5 million of popular AI stock originally appeared on TheStreet. Cathie Wood, head of Ark Investment, often buys tech stocks she believes will have a disruptive impact on the future. Sometimes she chases stocks at high prices, believing their long-term potential outweighs short-term volatility. This is what she just did, adding shares of a popular AI stock nearing an all-time high on June 16. Wood's funds have experienced a volatile ride this year, swinging from strong gains to sharp losses and now back to outperforming the broader market. In January and February, the Ark funds rallied as investors bet on the Trump administration's potential deregulation that could benefit Wood's tech bets. But the momentum faded in March and April, with the funds trailing the market as top holdings—especially Tesla, her biggest position —slid amid growing concerns over the macroeconomy and trade the fund is regaining momentum. As of June 18, the flagship Ark Innovation ETF () is up 15.9% year-to-date, outpacing the S&P 500's 1.9% gain. Wood had a remarkable gain of 153% in 2020, which helped build her reputation and attract loyal investors. Her strategy can lead to sharp gains during bull markets, but also painful losses, like in 2022 when ARKK dropped more than 60%. As of June 17, Ark Innovation ETF, with $5.5 billion under management, has delivered a five-year annualized return of negative 0.3%. The S&P 500 has an annualized return of 15.7% over the same period. Wood's investment strategy is straightforward: Her Ark ETFs typically buy shares in emerging high-tech companies in fields such as artificial intelligence, blockchain, biomedical technology, and robotics. Wood says these companies have the potential to reshape industries, but their volatility leads to major fluctuations in Ark funds' Ark Innovation ETF wiped out $7 billion in investor wealth over the 10 years ending in 2024, according to an analysis by Morningstar's analyst Amy Arnott. That made it the third-biggest wealth destroyer among mutual funds and ETFs in Arnott's ranking. Wood recently said the U.S. is coming out of a three-year 'rolling recession' and heading into a productivity-led recovery that could trigger a broader bull market. In a letter to investors published in late April, she dismissed predictions of a recession dragging into 2026, as she expects "more clarity on tariffs, taxes, regulations, and interest rates over the next three to six months." "If the current tariff turmoil results in freer trade, as tariffs and non-tariff barriers come down in tandem with declines in other taxes, regulations, and interest rates, then real GDP growth and productivity should surprise on the high side of expectations at some point during the second half of this year," she wrote. She also struck an optimistic tone for tech stocks. "During the current turbulent transition in the US, we think consumers and businesses are likely to accelerate the shift to technologically enabled innovation platforms including artificial intelligence, robotics, energy storage, blockchain technology, and multiomics sequencing," she said. Not all investors share this optimism. Over the past year, the Ark Innovation ETF saw $2.4 billion in net outflows, with $275 million exiting the fund in just the past five days, according to ETF research firm VettaFi. On June 16, Wood's Ark Innovation ETF bought 128,163 shares of Nvidia () . That chunk of stock was valued at roughly $18.5 million. Wood had previously sold all her Nvidia stake in 2022. She started buying Nvidia stock in early April amid a brutal sell-off caused by tariff tensions and tightened export restrictions on advanced then, Wood has been gradually adding Nvidia shares as the stock rebounded after the U.S. and China agreed to temporarily slash tariffs on each other. Optimism also grew after the Trump administration scrapped the Biden-era AI diffusion rule, another export control on advanced AI chips. On May 28, Nvidia reported strong fiscal first-quarter results. Adjusted earnings of 96 cents per share on $44.06 billion in revenue for its fiscal first quarter surpassed Wall Street's expectations of 93 cents and $43.31 billion. However, the company forecasts revenue of $45 billion in the July quarter, missing analysts' projections by nearly $1 billion. The chipmaker noted that the figure would have been roughly $8 billion higher without the China export curbs. The war of technology is continuing. According to the Wall Street Journal, U.S. Commerce Department officials are considering new restrictions on advanced technology exports to China, including more limits on chip-making equipment sales. China remains a key market for Nvidia, accounting for 13% of its sales in the past financial year. If the world's two largest economies fail to reach a trade deal, it could hit Nvidia's bottom line. Nvidia's CEO Jensen Huang has long warned that export controls could hurt U.S. chipmakers and even threaten the country's position as the global leader in technology. 'If we want the American technology stack to win around the world, then giving up 50% of the world's AI researchers is not sensible," Huang recently said on CNBC. "So long as all the AI developers are in China, you know, I think [the] China stack is going to win.' More Nvidia: Analysts revamp forecast for Nvidia-backed AI stock Nvidia stock could surge after surprising Taiwan Semi news Nvidia CEO sends blunt 7-word message on quantum computing Nvidia closed at $145.48 on June 18, up 8.3% year-to-date and just 2.7% below its all-time high of $149.41 posted in January. According to TipRanks, Wall Street's average price target on Nvidia stock is $173.19, which implies an upside of 19% as analysts remain bullish on the company's AI-driven Wood buys $18.5 million of popular AI stock first appeared on TheStreet on Jun 19, 2025 This story was originally reported by TheStreet on Jun 19, 2025, where it first appeared.
Yahoo
a day ago
- Business
- Yahoo
2 Artificial Intelligence (AI) Stocks Built for Long-Term Wealth, Buffett Style
Some AI stocks are surprisingly cheap considering the growth potential of the technology. Alphabet is trading at a discount even as it continues to deliver steady growth. TSMC's competitive advantages appear to be getting stronger from AI. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Artificial intelligence (AI) stocks might be the big thing on Wall Street, with rising valuations and trending tickers. But that doesn't mean there aren't good values to be found. While there are some fears that a bubble will form in AI, many of the big tech stocks leading the charge look downright undervalued. In fact, some of them even fall into the classic Warren Buffett model of value investing. Buffett is known for avoiding tech stocks for most of his career, but there are some AI-related tech stocks that even a value investor like him could get behind. Keep reading for details about two of them. OpenAI may be the most buzzworthy AI company, but there's no question that Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is a leader in AI. The company has been at the forefront of artificial intelligence for at least a decade, acquiring the AI research lab DeepMind in 2014, and launching Google Brain, which merged with DeepMind in 2023, before that. The company has made AI a stated priority for at least eight years, and it's kept pace with advances in generative AI with Google Gemini, its AI model, and its AI assistant that is readily available on Google Search. In addition to the company's prowess in AI technology, the stock's valuation is also attractive at a price-to-earnings ratio of just 20, meaning it trades at more than a 20% discount to the S&P 500. Investors seem to be wary of the stock because of pressure on the regulatory front and concerns that generative AI chatbots pose a threat to the dominance of Google Search. The regulatory concerns might seem valid after the company was found in court to have a monopoly in both search and ad tech, and the company is now awaiting a decision on "remedies" for the search business, while its remedies trial for ad tech is set for September. Alphabet could receive a fine or be forced to divest part of its business, but at the current valuation, any risk looks sufficiently priced in. It's true that AI chatbots like ChatGPT and Perplexity pose a threat to Google Search, but thus far, Google has held its own, continuing to grow. In fact, growth in the business has been steady, and Google Cloud has also turned profitable. Overall, its competitive advantages remain intact, and its valuation is attractive. It looks like a classic Buffett stock set to deliver growth over the long term. Another wide-moat AI stock worth taking a look at is Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short. TSMC is the world's largest manufacturer of semiconductors. It's a contract chip maker and handles production for companies including Apple, Nvidia, AMD, and Broadcom. It handles more than half of the third-party chip production in the world and roughly 90% of advanced chip production, making it a key player in AI, as cutting-edge chip designers like Nvidia rely on TSMC's infrastructure and expertise to make its chips. Given the company's market share, there's no close second in third-party chip manufacturing, and leading integrated device manufacturers such as Samsung and Intel have struggled of late. TSMC has also been a major beneficiary of the AI boom, as both revenue and profit have soared lately. In the first quarter, TSMC's revenue jumped 35.3% year over year to $25.5 billion, and net income rose 60% to $10.9 billion. TSMC's operating margin was 48.5% in the quarter, a clear sign of its pricing power and competitive advantage. Even with that growth rate, its profitability, and its competitive advantages, TSMC stock trades at a price-to-earnings ratio of just 25.6, in line with the S&P 500. Some consider TSMC risky because it's headquartered in Taiwan, a disputed territory, and some investors are wary of a Chinese invasion. While anything is possible in geopolitics, there are no imminent signs of an invasion, and TSMC has diversified away from Taiwan, opening plants in the U.S., Europe, and Japan, meaning those fears may be overblown. Based on its technological strength, growth rate, attractive valuation, and the tailwinds from AI, TSMC looks well-positioned for long-term growth. Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Taiwan Semiconductor Manufacturing 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 $658,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,386!* Now, it's worth noting Stock Advisor's total average return is 992% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Jeremy Bowman has positions in Advanced Micro Devices, Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. 2 Artificial Intelligence (AI) Stocks Built for Long-Term Wealth, Buffett Style was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
