作者及机构关系 - Parkev Tatevosian为The Motley Fool附属成员 可能因推广服务获得补偿 [1] - The Motley Fool持有并推荐Nio公司股票 [1] - 作者通过订阅链接获得的额外收入将用于支持其频道运营 [1]

Some Gen Z customers are outraged at Chipotle's seemingly shrinking portion sizes while profits soar to record highs.In early May, TikTok food influencer Keith Lee posted a review of Chipotle Mexican Grill (CMG 0.43%). The creator, who boasts more than 16 million subscribers, called the restaurant's portions "crazy" and rated its chicken al-pastor and rice bowl a 2 out of 10. His remarks may have helped start a trend called the "walkout method," where customers simply leave Chipotle restaurants mid-order if ...

Apple has been one of Warren Buffett's favorite companies for a long time. So why is he selling the stock in 2024?Any investment firm with greater than $100 million in investments must disclose its trading activity 45 days after the quarter in which it performed those trades. Then, this information is released to the public, which allows investors to track what greats like Warren Buffett and Berkshire Hathaway (BRK.A 0.58%) (BRK.B 0.38%) have been doing.Berkshire Hathaway bought its first Apple (AAPL 1.66%) ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The major market indexes keep hitting new highs, but these stocks haven't participated in the bull run.Does the stock market feel overbought to you? After watching the benchmark S&P 500 index climb about 28% over the past year, nobody can blame value-conscious investors for thinking twice before buying any stocks these days.The benchmark index is way up, but not all of its components have participated in the rally. Shares of Pfizer (PFE 0.66%) and Walgreens Boots Alliance (WBA 0.50%) have been beaten down m ...

文章核心观点 - 超微电脑因人工智能热潮实现巨大增长，股价三年涨幅超2300%，预计公司将效仿英伟达进行股票拆分吸引更多投资者，即便不拆分，该股票仍是优质科技股 [1][4][11] 公司发展情况 - 超微电脑是服务器、存储系统等数据中心关键元素制造商，成立超30年，几年前随着客户开展人工智能项目，盈利开始起飞 [2][3] - 公司最近一个季度营收达30亿美元，超过2021年全年营收 [3] 股价表现 - 过去三年超微电脑股价飙升超2000%，目前股价超800美元，几个月前曾突破1000美元 [1][5] 面临问题 - 高股价使广泛投资者难以买入股票，部分券商不提供 fractional shares，且1000美元股价存在心理障碍 [5][6] 英伟达案例 - 英伟达股价近期突破900美元后宣布股票拆分，目的是让员工和投资者更容易购买股票，拆分不改变公司总市值和投资价值，可降低每股价格 [7] 预测公司行动 - 预测超微电脑将效仿英伟达宣布股票拆分，此前因股价低无需拆分，如今拆分可吸引更多投资者，也表明公司对未来有信心 [8][9] 未来前景 - 超微电脑的人工智能机架系统需求创纪录，随着芯片厂商推出新芯片，公司将推出相关产品提升营收，预计人工智能需求将持续多年 [10][11]

文章核心观点 - 量子计算可能是下一个重大趋势，英伟达、IonQ和D-Wave Quantum三家公司在量子市场各有独特方式，长期来看都有盈利潜力 [1] 英伟达相关情况 - 量子计算目前更像研发项目而非成熟行业，微软和Quantinuum通过将量子计算机与经典计算机配对取得进展，因量子测量易出错，经典计算机可纠错 [3][4] - 英伟达的加速计算平台由GPU、软件库和AI算法驱动，是当下较好的经典计算机，2023年春季发布量子计算机控制单元，全球多台研究超级计算机用其CUDAQ平台扩展能力 [5] - 英伟达的Blackwell平台提升经典计算能力，研究人员期待用其推动量子开发，虽英伟达去年增长并非因量子计算，但对关注计算领域未来的投资者而言，它可能是投资量子研发的简单选择 [6][7] IonQ相关情况 - IonQ在将量子计算应用于现实场景方面取得实际进展，选择用成熟的俘获离子量子比特技术作为系统核心，该技术可在室温下部署且运行时间长 [9][10] - IonQ向美国空军研究实验室和欧洲的QuantumBasel等客户销售系统并产生收入，上季度调整后EBITDA亏损2070万美元，鉴于超4.34亿美元现金储备，亏损可控 [11] - 上季度IonQ营收760万美元，超自身营收指引，将2024年预订指引提高到7500万至9500万美元，此前为7000万至9000万美元 [12] - 今年IonQ取得多项技术成就，包括比1月预测提前一年实现工作的AQ 35系统，2月实现“离子 - 光子纠缠”，3月量子算法专家Martin Roetteler加入，团队在推进量子软件应用方面取得进展 [13][14] D-Wave Quantum相关情况 - D-Wave Quantum是量子计算行业高风险的低价股，市值仅2亿美元，严重亏损，去年营收仅960万美元 [16] - D-Wave是量子计算领域的老牌领导者，生产出数千量子比特的系统，量子软件和咨询服务在亚马逊网络服务市场可获取，拥有数百项量子计算专利和引用，仅次于IBM [18] - D-Wave暂时远离高成本的系统构建业务，专注于将技术专利货币化，有望为最终的行业领导者提供专利许可和咨询服务，小笔投资该公司股票可能随量子行业发展获得丰厚回报 [19][20][21]

文章核心观点 - CoStar Group拟以16亿美元收购Matterport，当前Matterport股价低于收购价，产生了并购套利机会，该机会对投资者有吸引力 [1][2] 收购细节 - CoStar宣布收购Matterport，每股Matterport股东将获得2.75美元现金和价值2.75美元的CoStar股票，股票部分受对称区间限制 [4] - 收购前三日，将根据CoStar前20个连续交易日的成交量加权价格确定其平均股价，不同股价区间对应不同的交换比率 [5] 并购套利机会分析 - 目前Matterport股价约4.40美元/股，CoStar股价86美元/股，两者价差约22% [7] - 评估套利情况需回答四个问题，此交易需获Matterport股东和监管批准，管理层已投票支持，且两公司有众多竞争对手，获批可能性较大 [7] - 两公司管理层认为交易可能在2024年底完成，若实现，约七个月22%的回报很有吸引力 [8] - 自4月宣布协议后无其他报价，出现竞争收购的可能性不大 [8] - 若收购失败，Matterport一季度营收3990万美元，同比仅增5%，用户总数超100万，同比增30%，仍未盈利，净亏损3610万美元，同比改善33% [9] - Matterport依赖房地产行业，受高利率影响增长不佳，但资产负债表良好，无债务，现金和投资达4.19亿美元，若交易失败还将获8500万美元终止费 [10] - 成长型投资者若认为房地产市场将反弹，可考虑持有Matterport，因其市销率接近历史低点8.6 [11] 是否值得进行并购套利投资 - 巴菲特表示只在看好胜算时进行套利，此交易通过监管审查的可能性较大，价差对短期投资策略的投资者有价值，Matterport股票的并购套利机会有吸引力 [12]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Two historically cheap high-octane dividend stocks that have consistently raised their payouts for a quarter of a century are ripe for the picking by opportunistic income seekers. Over the last century, Wall Street has been a virtually unstoppable wealth creator for patient investors. Although other asset classes have helped build nominal wealth, such as oil, gold, bonds, and housing, none comes close to the annualized average returns over the last 100 years that stocks have brought to the table. With thous ...