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AppLovin Shares Jump as Revenue Continues to Surge. Is It Too Late to Buy the Stock?
The Motley Fool· 2025-08-11 16:15
The stock is up more than 500% over the past year. AppLovin (APP 4.21%) once again held up to the short-seller scrutiny it's been under, with yet another quarter of surging revenue and profitability growth. The stock is now up more than 500% over the past year and more than 30% year to date. A trio of short-sellers -- Fuzzy Panda Research, Muddy Waters, and Culper Research -- have tried to cast doubt on the legitimacy and effectiveness of AppLovin's artificial intelligence (AI) adtech platform, Axon 2.0. Ho ...
5 Reasons to Buy Vanguard High Dividend Yield ETF Like There's No Tomorrow
The Motley Fool· 2025-08-11 16:01
股息收益率 - 先锋高股息ETF提供约2.6%的股息收益率 显著超过标普500指数1.2%的收益率水平[2] - 尽管存在更高收益率的ETF选择 但该产品收益率仍达到标普500指数两倍以上[4] 成本结构 - 该ETF管理费率仅为0.06% 处于行业极低水平[5] - 相比其他股息型ETF 其费用率具有明显优势 部分同类产品费用率是其数倍[5] 投资组合特性 - 追踪富时高股息收益率指数 持有约580只股票 覆盖美国交易所半数高股息公司[8] - 通过超过500只股票的分散投资 实现投资组合多元化配置[9] 长期表现 - 历史数据显示ETF股息支付额呈现持续增长趋势[6] - 在股息增长的同时 ETF价格也保持长期上涨态势[6] 产品定位 - 可作为标普500指数基金的替代选择 特别适合偏好股息投资的配置需求[9] - 在简单双ETF平衡组合中可充当股票投资部分的核心配置[10] - 兼具收益率 分散性和成本优势 成为综合性能良好的投资工具[9][12]
O'Reilly Automotive's Historic Stock Split Was Spurred by a 65,000% Gain Since Its IPO. Is Its Biggest Rival About to Become Wall Street's Next Stock-Split Stock?
The Motley Fool· 2025-08-11 15:51
The shares of O'Reilly's biggest competitor have climbed by more than 14,000% since its public debut in 1991. Over the past three years, no innovation has captivated the attention of investors quite like the rise of artificial intelligence (AI). However, this is far from the only trend that's helped lift Wall Street's major stock indexes to new heights. Enthusiasm surrounding stock splits in some of the market's most-influential businesses is another catalyst responsible for boosting equity valuations. A st ...
Why Shopify Stock Skyrocketed Last Week
The Motley Fool· 2025-08-11 13:42
Shopify's latest business update has investors feeling very bullish. Shopify's revenue increased 30.7% year over over in the second quarter, with gross merchandise volume conducted through the company's platform rising 31% annually to hit $87.8 billion. Monthly recurring revenue rose roughly 9.5% year over year to reach $185 million, and the business posted free cash flow of $422 million, good for a margin of roughly 16%. What's next for Shopify? For the third quarter, Shopify is guiding for a mid- to high- ...
Why CoreWeave Stock Skyrocketed Last Week
The Motley Fool· 2025-08-11 13:13
One of CoreWeave's biggest strategic moves could face major challenges. So why is its stock soaring? CoreWeave (CRWV 6.87%) stock recorded huge gains over the past week of trading. The artificial intelligence (AI) company's share price soared 24.4% higher across the stretch. CoreWeave's big stock rally arrived in conjunction with the news that one of the company's big strategic initiatives could face major hurdles. According to reports, CoreWeave's $9 billion deal to buy Core Scientific could wind up being ...
Could Buying the Vanguard Dividend Appreciation ETF Today Set You Up for Life?
The Motley Fool· 2025-08-11 09:50
基金定位与策略 - Vanguard股息增长ETF并非收益型基金而是增长型基金 专注于长期资本增值和股息增长 [1][2] - 基金追踪标普美国股息增长指数 筛选至少连续10年增加股息的公司并剔除收益率最高的25%股票 [3] - 采用市值加权方法构建投资组合 通过股息增长标准过滤低质量投资标的 [3][7] 投资组合特征 - 组合偏向低收益率股票 这类公司通常具有更强增长潜力和快速股息增长特性 [6] - 当前股息收益率约1.7% 高于标普500指数的1.2%但低于高收益投资选项 [11] - 基金同时提供收入增长和资本增值 长期持有可形成显著未来收入流 [9] 成本结构与投资价值 - 管理费率仅为0.05% 属于低成本投资工具 [10] - 投资策略简单透明 指数构建方法易于理解 [10] - 适合长期投资者 特别适合退休资金积累阶段 [9][11]
Amazon Stock Slips 10%: Here's Why It Can Still Finish 2025 With a Market Cap of $3 Trillion
The Motley Fool· 2025-08-11 09:47
电子商务业务增长动力 - 广告业务收入从2021年第二季度74亿美元增长至最近季度157亿美元 年增长率达22% [3] - 北美零售部门营业利润率提升至过去12个月的7% 主要受益于第三方卖家服务、订阅收入及固定成本运营杠杆优化 [4] - 国际电商市场营业利润率达3.4% 基于1500亿美元收入规模 长期存在更大利润率扩张空间 [5] 云计算业务发展态势 - AWS季度收入增长17.5% 但落后于微软和Alphabet等竞争对手 [8] - 与AI初创公司Anthropic的合作关系将推动收入加速增长 年化销售额超1300亿美元 [9] - AWS保持37%的高营业利润率 快速收入增长与高利润率共同推动盈利提升 [10] 财务目标与估值前景 - 公司过去12个月产生760亿美元营业利润和700亿美元净利润 [12] - 2026年年度盈利预计接近或突破1000亿美元 [12] - 以30倍前瞻市盈率计算 1000亿美元盈利对应3万亿美元市值 当前市值为2.3万亿美元 [13]
Got $300 to Invest This August? Buy These Dividend Stocks and Never Look Back.
The Motley Fool· 2025-08-11 09:41
These dividend stocks can provide lucrative and steadily rising income in the future. Reuben Gregg Brewer (Brookfield Infrastructure): A $300 investment will get you roughly seven shares of Brookfield Infrastructure Corp. and a roughly 4.4% dividend yield. Or it will get you around nine shares of Brookfield Infrastructure Partners and a 5.4% yield. They represent the same entity, with the only difference being the structure. The corporate share class is more popular, which is why it trades at a higher price ...
Thinking of Buying Roblox Stock? Here Are 2 Red Flags to Watch.
The Motley Fool· 2025-08-11 09:05
公司业务与商业模式 - 公司运营一个供开发者构建沉浸式游戏和体验的平台 用户通过虚拟货币Robux消费 公司从平台内经济中抽取分成[5] - 平台拥有超过1亿日活跃用户 被广泛认为是元宇宙领域的先驱 专注于社交互动、娱乐和数字商业的新前沿[1] - 商业模式具有网络效应、长期用户参与度和可扩展生态系统的优势 但运营成本高昂[5] 财务表现与盈利能力 - 公司最新季度报告净亏损2.8亿美元 持续处于深度运营亏损状态[4] - 开发者分成费用占预订额比例从2023年第三季度的21%上升至2025年第二季度的22 对利润率形成持续压力[7] - 每用户平均预订额增长趋势不稳定 2023年第二季度同比下降3%[12] 成本结构与运营杠杆 - 公司需要大量投入基础设施以支持超过1亿用户的实时多人互动能力 并持续投资信任与安全领域[6] - 随着平台规模扩大 开发者分成支出同步增长 持续压缩利润率空间[6] - 人员成本及信任与安全成本占预订额比例同期略有下降[7] 增长战略与投资方向 - 公司正大力投资未来发展方向 包括沉浸式虚拟形象、AI工具、用户群体年龄上移和国际市场扩张[6] - 国际扩张仍处于早期阶段 货币化率较低[13] - 新货币化举措如沉浸式广告和虚拟商业前景可观但尚未得到验证[13] 估值水平与市场定位 - 公司当前市销率约为21倍 显著高于行业标杆企业Alphabet的7倍市销率[10] - 高估值基于对公司成为主导平台并实现强劲货币化和运营杠杆的完美预期[10][16] - 估值水平未考虑公司尚未实现GAAP盈利的现状[10] 投资前景与执行风险 - 公司业务设计以增长为导向而非盈利导向[4] - 高估值水平为执行留下了狭窄容错空间 如果预订增长放缓或成本维持高位 估值倍数可能急剧压缩[14] - 投资决策取决于对公司能否实现规模化运营并最终解决利润率问题的信心[16][17]
Target vs. Walmart Stock: Which Big-Box Company Is Worth Investing In?
The Motley Fool· 2025-08-11 09:03
What do Target and Walmart do? Target's stock is down, and Walmart's stock is up. Do you buy the stock performance winner or the loser of this matchup? Remember this simple fact as you compare Target (TGT -0.21%) and Walmart (WMT 0.60%): Every company eventually goes through hard times. The really important question is, what does a company do when it faces the gauntlet? If the answer is that the company always seems to find a way to get back on track, then the time to buy the stock may not be when Wall Stre ...