A battle is quietly brewing, and a small company called Lattice is secretly winning.After a number of large acquisitions from chip design giant Intel in 2015 and another by AMD in 2022, I've written about how small chip design house Lattice Semiconductor (LSCC 1.23%) is the last FPGA pure-play company left standing.FPGAs (field-programmable gate arrays) are a type of logic chip. They have the ability to be reprogrammed using software to allow engineers to change the FPGA's function -- even after the chip ha ...

These two healthcare stocks are well-known for their top-tier dividend programs.Dividend stocks tend to struggle in high-interest-rate environments. The core reason is investors have an abundance of low-risk, high-yield income options when interest rates spike.Conversely, fund managers have historically pivoted to top-tier dividend stocks when interest rates fall. The logic behind this trend is that dividend stocks ought to deliver superior returns to risk-free assets like U.S. T-bills in low-rate environme ...

Although these stocks are trading at discounts, they come with some risk.Are you look for deeply discounted stocks to buy? One way you can find deals is by looking at stocks which are trading below their book values. Depending on the industry and the risk a company is facing, investors may not be willing to pay even book value for a stock. And in some cases, that risk is overblown, and it could make for a great buying opportunity.Three stocks that are trading below their book values today are Kraft Heinz (K ...

文章核心观点 - 公司最新季度财报发布后股价下跌，但新AI产品推动商业增长，整体表现良好，不过当前股价仍贵，分析师暂不考虑买入 [1][2][9] 股价表现 - 公司股价在5月6日财报发布后下跌15%，小幅回升后较财报前价格仍下跌8% [1] 业务发展 - 公司是人工智能领域领导者，新的Palantir人工智能平台（AIP）受关注，需求旺盛 [2][3] - AIP推动商业业务增长，尤其在美国，Q1美国商业收入同比增长40%，但增速低于Q4的70% [4] 财务状况 - 公司整体营收同比增长21%至6.34亿美元，超出管理层指引上限，还上调了2024年指引范围 [5] - 公司利润率近17%创历史新高，并非不惜成本追求增长 [5][6] 估值情况 - 公司远期市盈率66倍，市销率22倍，股价仍贵，当前买入未来几年可能收益不佳 [7][8]

分组1 - Parkev Tatevosian和The Motley Fool在提及的股票中均无持仓 [1] - Parkev Tatevosian是The Motley Fool的附属机构，推广其服务可获补偿，通过其链接订阅他能赚取额外收入支持其频道，但其观点不受The Motley Fool影响 [1]

The future keeps getting brighter for these companies.Drugmakers outside the biosimilar or generic-medicine market must constantly innovate to be successful over long periods. Some are better at it than others.Eli Lilly (LLY 3.19%) and Regeneron Pharmaceuticals (REGN -0.65%) have historically been in the more successful group. That's why they are among the most prominent players in the game.Can Eli Lilly and Regeneron keep this up? Recent developments suggest that the answer is yes. Both companies have anno ...

文章核心观点 - 云服务股票Confluent过去一年表现逊于市场，但2024年有望改变，因其2023年Q4和2024年Q1业绩出色，且拥有巨大终端市场机会，分析师预计其未来五年将保持出色增长，投资者可考虑买入 [1][2][11] 业绩表现 - 2024年Q1营收同比增长25%至2.17亿美元，非GAAP调整后每股盈利0.05美元，上年同期每股亏损0.09美元，超华尔街预期 [3] - 预计本季度营收2.295亿美元，每股盈利0.045美元，营收同比增长超21%，盈利将再次增长 [4] 业务增长 - 云业务Confluent Cloud本季度营收同比增长45%至1.07亿美元，订阅收入同比增长29%至2.07亿美元 [5][6] - 上季度总客户数量同比增长9%至5120家，年经常性收入超10万美元的客户数量同比增长17%至1260家，超100万美元的客户数量同比增长24%至168家 [7] 客户留存与盈利 - 上季度美元净留存率在120%-125%之间，表明公司赢得了更多客户支出份额，推动毛利率同比提升4.7个百分点 [8][9] - 公司将全年营收指引从9.5亿美元提高到9.57亿美元，2024年盈利预期从每股0.17美元提高到0.19-0.20美元 [10] 市场前景与股价预期 - 公司估计2022年潜在市场规模为600亿美元，2025年将增至1000亿美元，分析师预计未来几年营收增长率将提高 [12] - 分析师预计公司未来五年净利润年增长率达124%，若按此速度增长，2028年每股收益可达2.25美元 [13] - 假设2028年每股收益达2.25美元，市盈率为30倍，股价将涨至67美元，较当前水平上涨123% [14]

Investors will find many reasons to like this business.Block (SQ 0.45%) has taken its investors on a wild ride. Shares were once a huge winner in the years leading up to the all-time high reached in August 2021. It helped that the stock market performed well during that time.But with general pessimism surrounding growth-oriented businesses in more recent times, particularly ones that benefited greatly during the depths of the pandemic, it's been a disappointing story since. This fintech stock currently trad ...

文章核心观点 - 公司受益于人工智能和数字广告大趋势，核心业务仍有巨大增长潜力，亚马逊市值有望突破2万亿美元 [1][7] 万亿美元俱乐部成员情况 - 今年已有两家公司市值超2万亿美元，第三家也即将达成，成员均为科技领域知名企业 [1] - 微软市值3万亿美元，通过投资OpenAI成为AI领导者，Azure云计算平台和企业软件业务受益 [2] - 苹果市值2.8万亿美元，销售iPhone并围绕设备构建服务生态系统 [2] - 英伟达市值2.2万亿美元，是AI芯片供应商，处于AI趋势前沿 [2] - 谷歌母公司Alphabet市值2.1万亿美元，拥有谷歌搜索引擎，运营广告和云计算业务 [2] 推动亚马逊市值增长的趋势 人工智能趋势 - 亚马逊是AI趋势关键参与者，云计算部门AWS增强能力以满足生成式AI需求 [3] - 亚马逊将AI开发分为三层，各层助力AWS收入增长加速，一季度收入运行率超1亿美元 [4][5] 数字广告趋势 - 数字广告对亚马逊是机遇，赞助产品列表成功，1月在Prime Video添加视频广告，核心展示广告业务仍有增长机会 [5] - 上季度广告收入同比增长24%，过去12个月超490亿美元 [5] 在线零售业务 - 在线零售业务仍有机会，虽在线商店销售等增长较慢，但运营利润率扩大 [6] - 北美运营利润率从1.2%升至5.8%，国际运营收入一季度转正，物流网络改进推动利润率提升 [6] 亚马逊市值达2万亿美元路径 - 目前亚马逊市值接近2万亿美元，股价只需上涨3%即可达成，考虑业务趋势和运营成功，市场推动其突破不难 [7] - 股票估值合理，企业价值与销售额比率为3.2，分析师预计今明两年销售增长11%，运营利润率扩大将带来远超收入增长的盈利和自由现金流增长，价格与自由现金流比率较历史水平便宜 [7]

文章核心观点 - 人工智能(AI)革命仍在持续,一些AI股票明星如英伟达最近有所回调,但AI行业仍有投资机会 [1][2] - 文章介绍了两只目前还较为低调的AI相关股票:CrowdStrike和Fiverr [2] CrowdStrike - CrowdStrike是领先的AI驱动网络安全公司,业绩表现出色 [3] - 最新一季度(截至1月31日)收入同比增长33%至8.45亿美元,自由现金流同比增长35%至2.83亿美元 [4] - 驱动CrowdStrike业绩的两大因素:1)数字化时代网络安全需求增加;2)CrowdStrike提供前沿的AI驱动网络安全解决方案 [5][6][7] - 凭借创新产品和网络安全市场的巨大增长,CrowdStrike仍是分析师关注的AI股票 [8] Fiverr - Fiverr是一家在线自由职业平台,似乎应该受到AI的冲击,但实际上AI为其带来新的机遇 [9] - 最新财报显示,Fiverr的AI相关服务正快速增长,平台上已有超过10,000名AI专家 [10] - AI聊天机器人的兴起并没有扼杀自由职业市场,反而催生了新的AI相关职业,Fiverr正在迅速连接这些雇主和自由职业者 [10] - 在财务方面,Fiverr仍处于成长期,过去12个月收入为3.61亿美元,预计未来两年收入将分别增长6%和10% [11] - Fiverr不适合寻求价值投资的投资者,但对于关注成长的投资者来说,这是一只值得关注的股票 [12][13]