Investors shouldn't discard this beaten-down payments giant.PayPal Holdings (PYPL -0.35%) is a leader in digital commerce, with a presence in almost 200 markets and payments volume of $444 billion during the second quarter (ended June 30). This hasn't made it a good portfolio addition, though. As of Sept. 3, shares are 77% below their peak from July 2021. That type of performance can make investors forget about PayPal. But here's one reason every investor should know about this fintech stock. Cheap valuatio ...

Experts who follow these stocks think they can fly higher despite already gaining over 100% since the end of July.Investors in search of stocks that can produce dramatic gains in a short time frame will want to turn their heads toward the healthcare sector. A handful of stocks in the space more than doubled in price recently.Shares of Precigen (PGEN -4.61%) and Mineralys Therapeutics (MLYS 5.07%) have already risen more than 100% since the end of July. Despite the recent run-ups, Wall Street experts who fol ...

The lending disruptor could have lots of room to rise, but it might not be for the reason you think.Upstart (UPST 1.65%) has been an excellent performer in recent years, with the stock up by 168% over the past three years. And there are some good reasons it has done so well.Most significantly, Upstart's business has grown tremendously, even in a so-so environment for lending. In the second quarter, Upstart's loan origination volume soared by 154% year over year and revenue more than doubled. And not only wa ...

Power your passive income stream with dividend stocks that yield over 3%.When the broader stock market rises faster than companies can increase their payouts, the dividend yield of the major indexes will fall. That is exactly what has happened with the S&P 500 -- which yields just 1.2%.However, there are plenty of dividend stocks to buy that provide far more passive income than the S&P 500. Here's why these Fool.com contributors believe that PepsiCo (PEP 0.63%), ConocoPhillips (COP -2.93%), and Watsco (WSO ...

This quantum computing specialist is a highly speculative investment.IonQ (IONQ -0.80%) is one of the most popular pure-play quantum computing companies available for investment. The stock has risen an incredible 479% over the past year, but after its steep surge in the latter half of 2024, it stalled. It's currently trading a few percentage points below the all-time high it reached at the start of 2025. However, IonQ is one announcement away from another surge that could lift the stock to new highs, which ...

A Latin American e-commerce giant is a great investment right now.It may sound strange to call a company the Amazon of Latin America, but of course we're talking about e-commerce giants, not rainforests.And Latin American e-commerce giant MercadoLibre (MELI 0.00%) -- the name means "free market" in Spanish -- lives up to the moniker.Founded in 1999 in Argentina and currently headquartered in Uruguay, the company is the e-commerce and fintech leader in Latin America, where it hosts the largest online commerc ...

核心观点 - 英伟达近年增长高度依赖两大客户（客户A和客户B），其收入占比在三个月内从30%升至39% [1][2][5] - 公司数据中心业务占总收入87.9%，主要客户群体为超大规模云服务商 [6][7] - 客户集中度风险因供应链结构（通过承包商采购）而部分缓解 [8][9][10] - AI芯片行业普遍存在客户集中现象，博通32%收入来自少数AI半导体客户 [12][13] - 超大规模企业资本支出占收入比例达五年高点，周期转向可能影响芯片供应商 [17][18] 客户集中度分析 - 客户A占比从16%升至23%，客户B从14%升至16%，合计贡献Q2收入182.3亿美元 [5] - 若无这两大客户，英伟达Q2收入将环比下降23.6亿美元（原总收入467.4亿美元） [6] - 另有四家直接客户分别贡献14%、11%、11%和10%的收入 [7] 供应链结构 - 直接客户包括附加卡制造商、分销商、原始设备制造商和系统集成商 [10] - 终端用户（如AWS、微软Azure、谷歌云）通过承包商采购服务器整机系统 [8][9] - 客户A和客户B实际为服务多家云基础设施供应商的大型分销商 [10] 行业对比 - 博通预计AI半导体收入占比超32%，主要依赖三家超大规模客户 [12] - 正与另外两家开发下一代AI XPU的超大规模企业合作，预计2027年转化为收入客户 [13] - 博通与Meta合作定制AI芯片，与谷歌合作开发张量处理单元 [14] 市场动态 - 超大规模企业（亚马逊、微软、Alphabet、Meta、Oracle）处于资本扩张周期 [18] - 资本支出占收入比例达五年高位，未来可能向现金流生成阶段转变 [17][18] - 周期波动可能导致英伟达等芯片供应商股价出现震荡 [19]

The chipmaker registered respectable gains on the market in 2025 so far, and its new chips could help it sustain its impressive momentum.Advanced Micro Devices (AMD -6.58%) stock delivered fairly decent returns of 26% on the stock market so far in 2025, which is almost double the gains registered by the PHLX Semiconductor Sector index this year. The stock's rise can be justified by its consistently solid growth in recent quarters, though investors may now be wondering if it is worth buying AMD following its ...

This ETF has shown long-term market-beating ability.For the past 10 to 15 years, growth stocks have been the driving force in the stock market. For good reason, too. Such stocks have been some of the best-performing investments.The downside is that with the growth opportunity usually comes higher risk. All stocks come with risk, but growth stocks often have more risk because their stock prices have their expectations priced into them, and investors are more likely to jump ship if these expectations aren't m ...

Investing perspectives vary on the current state of this artificial intelligence stock.Over the last year, Palantir Technologies (PLTR -2.04%) has emerged as one of the more closely followed names in artificial intelligence (AI). Thanks to the productivity gains achieved by the company's Artificial Intelligence Platform (AIP), the stock has increased by about 400% over the last year.Today, the question for investors is how they should approach the software-as-a-service (SaaS) stock. Three Motley Fool contri ...