The leading AI chipmaker is still firing on all cylinders.Nvidia's (NVDA 6.98%) stock jumped 9% to a new all-time high on May 23, after the company posted its latest earnings report. In the first quarter of fiscal 2025, which ended on April 28, the chipmaker's revenue surged 262% year over year to $26.0 billion and exceeded analysts' estimates by $1.5 billion. Its adjusted earnings surged 461% to $6.12 per share and also cleared the consensus forecast by $0.54.Those growth rates were explosive, but does Nvi ...

文章核心观点 - 介绍三只潜在涨幅达100%的股票，分别是Meta Platforms、Nu Holdings和SentinelOne，并阐述它们具备翻倍潜力的原因 [1] Meta Platforms - 过去18个月左右股价涨超三倍，过去12个月营收达1430亿美元，净利润460亿美元，利润率32% [2][3] - 去年战略性回购250亿美元股票，使流通股减少1.4%，还支付季度股息 [3] - 用户基数庞大，超32亿日活用户，平台因高转换成本受益，利于持续增长 [4] Nu Holdings - 作为拉丁美洲数字银行股票，过去一年涨超80%，未来几年至少翻倍 [6] - 改变拉丁美洲现金为主的社会现状，一年新增近600万巴西信用卡用户，客户超1亿 [7] - 业务拓展至墨西哥和哥伦比亚，Q1营收27亿美元，年增69%，净利润3.79亿美元 [8] - 市盈率约45，考虑其巨大增长，股价翻倍可能只是开始 [8] SentinelOne - 全球网络安全市场预计到2030年达5010亿美元，公司过去12个月营收仅6.21亿美元 [9] - 用AI运行安全平台，主动寻找潜在威胁，产品获第三方称赞，拓展新市场和功能 [10] - 上季度营收同比增长38%，利润率快速改善，企业价值60亿美元，估值处上市以来最低 [12]

Will the cloud software company ever impress the bulls again?Snowflake (SNOW -3.47%) posted its latest earnings report on May 22. For the first quarter of fiscal 2025, which ended on April 30, the cloud-based data warehousing company's revenue rose 33% year over year to $829 million and surpassed analysts' estimates by $43 million. However, its adjusted net income dipped 5% to $51 million, or $0.14 per share, and missed the consensus forecast by $0.03.Snowflake's stock slumped after that mixed report, and i ...

The company's expansion plans and use of digital channels are delivering impressive business performance.Shares of restaurant chain Chipotle Mexican Grill (CMG 0.07%) have gone on an incredible run over the past few months. The stock was at a 52-week low of $1,768.64 last October, and since then, zoomed up to a high of $3,260 on May 10.Adding to the fervor around shares is the company's March 19 announcement of a 50-for-1 stock split, one of the biggest in the history of the New York Stock Exchange. Shares ...

文章核心观点 - 现在是买入或增持股票的好时机，Global - e Online是高增长股票且估值接近历史最低，成长型投资者可考虑买入 [1][2] 公司业务 - 公司为电商零售商提供企业对企业平台，助力跨境商务，用户接入其平台后可在结账页面提供多种国际服务 [3] 公司业绩与合作 - 2024年第一季度商品交易总额（GMV）同比增长32%，收入增长24%，新增多个知名客户并拓展众多合作关系 [5] - 与电商巨头Shopify合作，Shopify推出白标跨境解决方案Shopify Market Pro，还与Wix.com签约提供服务 [6] - 管理层预计下半年增长加速，有大型合作计划推出，Shopify Market Pro业务势头良好，公司上调全年收入、GMV和调整后息税折旧摊销前利润（EBITDA）预期 [7] 公司前景 - 长期来看，公司年轻，经济改善时有望腾飞，电商重要性增加，其服务需求将提升 [8] 公司风险 - 公司目前未盈利，但盈利指标在改善，不过距离公认会计原则（GAAP）下的盈利还有差距，与Shopify合作的认股权证摊销费用影响较大，2025年才会完全摊销完毕 [9][10] - 虽管理层预计下半年加速增长，但公司仍可能受持续通胀和潜在衰退的负面影响，零售业务在经济波动时易受风险影响 [11] 公司股价 - 公司在成长且盈利能力增强，但股价接近历史最低的市销率，是买入股票并获利的好机会 [12][13]

文章核心观点 三位亿万富翁基金经理在第一季度减持英伟达股票，同时买入亚马逊和Salesforce股票，虽不意味着英伟达不是好投资，但亚马逊和Salesforce值得进一步关注 [1][3] 基金经理操作 - 千禧管理的Israel Englander卖出720,004股英伟达股票，减持35%，同时分别增持亚马逊和Salesforce 32%和36% [2] - 摩尔资本管理的Louis Bacon卖出2,006股英伟达股票，减持19%，增持亚马逊18%并新建Salesforce仓位 [2] - 科图资本管理的Philippe Laffont卖出2,937,060股英伟达股票，减持68%，增持亚马逊3%并将Salesforce仓位翻倍 [2] 亚马逊情况 - 亚马逊是北美和西欧最大的在线市场，是美国最大的零售媒体公司和全球第三大广告技术公司，其亚马逊网络服务在云基础设施和平台服务收入方面领先市场 [4] - 亚马逊利用人工智能在电商、广告和云计算业务创造盈利机会并提高效率，如推出Rufus购物助手、卖家生成式AI助手、广告机器学习工具、Bedrock云服务和Q对话助手等 [4][5] - 华尔街分析师预计亚马逊未来三到五年每股收益年增长率为24%，当前50倍市盈率相对合理，股价接近两年内最低 [6] Salesforce情况 - Salesforce是客户关系管理软件市场领导者，市场份额超过后四名竞争对手总和，其平台整合销售、客服、营销和商务生产力应用 [7] - 新产品Data Cloud统一客户数据，可激活数据实现工作流自动化等；Einstein Copilot是自然语言界面，可跨CRM平台自动化任务 [8] - 预计CRM支出到2030年将以13.9%的年增长率增长，Salesforce将受益，华尔街分析师预计其未来三到五年每股收益年增长率为21%，当前64.8倍市盈率较高 [9]

Artificial intelligence (AI) kingpin Nvidia's fiscal second-quarter guidance isn't as perfect as it's being portrayed.Despite no shortage of next-big-thing investment trends over the last three decades, nothing has come close to capturing the buzz that was created on Wall Street when the internet transformed corporate America in the mid-1990s. That is, until now.For more than a year, professional and retail investors have been captivated by the game-changing potential of artificial intelligence (AI). AI inv ...

文章核心观点 - 探讨MercadoLibre股票未来能否像过去10年一样实现近2000%的收益，虽不确定但公司在各市场有机会，是优秀成长股 [1][6] 过去表现 - 10年前投资1000美元于MercadoLibre股票，如今价值超20000美元 [1] - 10年前公司相对不为人知，专注拉丁美洲市场，投资需冒险且有风险，但有成为年轻版亚马逊的潜力 [2] - 实现20倍回报需承受股价大幅波动，目前股价尚未收复2021年初的历史高位 [2] 业务现状 - 公司是电商和金融科技巨头，主导拉丁美洲市场，多年实现两位数营收增长并提升盈利能力 [3] - 金融科技是主要增长驱动力，为拉丁美洲消费者提供电子支付和信贷产品等数字替代方案，第一季度总支付量同比增长35%（按货币中性计算增长86%），信贷组合增长46% [3] - 核心电商业务仍蓬勃发展，上季度商品交易总额增长20%（货币中性下增长71%），正从疫情后放缓中加速恢复 [4] - 持续扩展物流网络，效率较高，第一季度48小时内交付订单同比增长16%，占总订单的52% [4] 未来展望 - 若未来10年股票再涨20倍，公司市值将达1.7万亿美元，当前市值860亿美元 [5] - 保持市销率5.5不变，公司过去12个月营收158亿美元需增至约3130亿美元，意味着复合年增长率为35%，低于过去10年44%的平均季度营收增长率 [6] - 增长存在不确定性，但公司在各市场有大量机会，仍是值得纳入投资组合的成长股 [6]

These top stocks can put more cash in your pocket. If you're looking for dividend-paying companies that can help you earn more passive income, you've come to the right place. Here are three high-yield dividend stocks that are smart buys today. No. 1 high-yield stock to buy: AT&T For more than 140 years, AT&T (T -1.31%) has helped people connect. Today, the telecommunications giant provides vital wireless and internet services to over 100 million people and almost 2.5 million businesses. High customer loyalt ...

Which stock-split stock wins in a battle of AI chips versus tortilla chips?Step aside, Chipotle Mexican Grill (CMG 0.07%). There's a more heavily anticipated stock split on the way now. Nvidia (NVDA 6.98%) announced in its first-quarter update last week that it plans to conduct a 10-for-1 stock split effective June 7, 2024. Chipotle's board of directors approved a 50-for-1 stock split in March that's expected to take effect on June 26, 2024. Nvidia has been the bigger winner by far so far this year. The GPU ...