There's a way to get in early on the next "Magnificent Seven."The "Magnificent Seven" megacap tech stocks have been just that in recent years -- magnificent. As a group they've climbed 98% over the past two years (versus a 46% gain for the S&P 500 index) and today account for about 34% of the market-cap weighted S&P 500 index.Each of those companies has a market cap of more than $1 trillion and they are all among the 10 largest publicly traded companies on the planet.That's huge.Best of all, those seven com ...

The company's long-term prospects remain bright, even after recent challenges.The old proverb "patience is a virtue" is very true in the world of investing. Investors who aren't scared off by a struggling stock, have the ability to see the company's long-term potential, and decide to buy and hold on for a number of years could reap the rewards.And today, UnitedHealth Group (UNH 1.56%), a health insurance leader that's faced challenges in recent times, may offer investors this opportunity. From a federal pro ...

Pershing Square Capital Management's activist investor has concentrated his fund into three prominent businesses.The amount of data available to investors can sometimes feel overwhelming. Between near-daily economic data releases and earnings season (the six-week period where most S&P 500 companies reveal their operating results), it can be easy to overlook something of importance.For example, investors might have missed the filing of Form 13Fs with the Securities and Exchange Commission on Aug. 14. A 13F i ...

Lululemon shares tumbled on its second-quarter earnings report. Is this a buying opportunity?Lululemon Athletica's (LULU 0.12%) dismal year just got even worse.The stock tumbled 18.6% on Sept. 5 after it once again missed estimates and cut its full-year guidance due to weakness in the U.S. as it faces a range of challenges, some short-term and others more structural. The stock is now down 56% this year, a remarkable collapse for what has been one of the best-performing apparel stocks of the last 20 years.Re ...

This category-leading semiconductor specialist is generating strong growth thanks to artificial intelligence (AI).Over the past 20 years, much of what fuels the U.S. economic engine has shifted. For instance, oil and industrial players were the largest publicly traded companies in the country in 2005 (measured by market cap), as ExxonMobil and General Electric were worth $392 billion and $375 billion, respectively. Now, just two decades later, the list of the most valuable companies has five stocks with mar ...

Alphabet shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals.In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:Google keeps Chrome.Kraft Heinz to split.An IPO frenzy.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.A full transcript is below. This podcast was record ...

核心观点 - Figma是一家提供在线协作平台的公司 专注于帮助团队共同创建和编辑移动应用及网站的可视化用户界面 尽管公司近期营收增长强劲 但股价自8月IPO后高点下跌超50% 市场对其估值和竞争壁垒存在担忧 [1][4][18] 业务模式 - 核心业务为云端协作软件 允许非编码人员设计应用和网页界面 并通过Dev模式将布局转化为实际代码 同时提供数字白板和演示模板 [4][5] - 收入主要来自订阅制 现有客户通过增加功能或用户数贡献大部分经常性收入 [7] 财务表现 - 第二季度营收同比增长41% 达2.5亿美元 公司预计全年保持类似增速 [7] - 目前实现微利 但盈利能力仍较弱 [7] 股价波动 - 股价较8月IPO后高点下跌超50% 尽管Q2业绩稳健 但接近盈亏平衡的利润水平未达市场预期 [2][8] - 新股上市后通常存在剧烈波动 类似Meta和Snap等公司曾经历长期下跌后才恢复 [9][10][11] 竞争风险 - 估值高达市销率30倍 显著高于软件行业平均10倍的水平 [18] - 缺乏技术护城河 业务模式易被复制 大型竞争对手如Adobe曾尝试收购 微软也可能将类似功能整合至现有产品线 [19][22][23] 增长潜力 - 界面设计协作软件需求明确且持续增长 现有客户持续扩容支撑收入增长 [7][17] - 但长期能否实现投资回报取决于市场情绪转变 而非当前基本面 [14][25]

Anthropic's valuation has tripled in six months. Here's what it means.Rightly or wrongly, Amazon (AMZN 1.44%) has been viewed as something of a laggard in artificial intelligence (AI) among big tech companies since the launch of ChatGPT.Microsoft, which started investing in OpenAI in 2019, helped engineer the transformative moment when ChatGPT debuted, and Alphabet had been waiting for it with its own large language model (LLM) ready to go. Even Meta Platforms unveiled its own LLM and chat platform, Meta AI ...

Alibaba is quietly rebuilding its long-term growth engine.Alibaba Group (BABA 4.08%) has tested investors' patience over the past few years. From regulatory crackdowns to slowing consumer spending and intensifying competition from Pinduoduo and Meituan, the company went from China's undisputed tech champion to a stock many investors gave up on.But the latest results suggest there are reasons to turn more optimistic. While risks remain, Alibaba is showing early signs of strategic progress in areas that matte ...

A powerful ads engine and heavy AI spending bolster the five-year growth story.Shares of Meta Platforms (META -0.02%) have surged since late July's earnings update, fueled by the social media specialist's stronger-than-expected quarter and upbeat revenue guidance. No wonder Wall Street is piling into the stock. There's a lot to like. The Facebook, Instagram, and WhatsApp parent is leaning hard into artificial intelligence (AI) across products and ads, while returning significant sums of cash to shareholders ...