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What's Fueling QuantumScape's Massive 2026 Growth Potential

What's Fueling QuantumScape's Massive 2026 Growth Potential

QuantumScape (NYSE: QS) has plummeted -- but a breakthrough may be just around the corner. With cutting-edge solid-state battery technology and Volkswagen 's backing, QuantumScape could become one of the top growth stories of the decade. Here's why smart investors are keeping a close eye on QS in 2025 and beyond.
*Stock prices used were the market prices of June 8, 2025. The video was published on June 12, 2025.
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Should you invest $1,000 in QuantumScape right now?
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool recommends Volkswagen Ag. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

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Why a Trump-Musk Feud Could Mean Big Wins for AST SpaceMobile
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  • Globe and Mail

Why a Trump-Musk Feud Could Mean Big Wins for AST SpaceMobile

[content-module:CompanyOverview|NASDAQ:ASTS] But a five-day return of more than 38% could scare many investors off unless there's reason to believe it could be part of a longer-term rally. The major boost to ASTS stock coincided with a highly publicized dispute between President Trump and Elon Musk. Though this feud is not the sole reason ASTS shares have skyrocketed in recent weeks, it is likely the primary driver of this performance. Ultimately, much of the rally aligning with the Trump-Musk back-and-forth probably stems from speculation. Nonetheless, it reveals some critical considerations investors should make about AST SpaceMobile and the rapidly evolving landscape of space companies. Feud Casts Doubt on Starlink AST SpaceMobile has experienced striking growth in recent months, surging by nearly 262% in the last year. However, a lingering thorn in its side is Starlink, the satellite internet service provider subsidiary of Musk's aerospace company SpaceX. Starlink's threats to AST became more significant after last November's election and Musk's close relationship with Trump. Indeed, reports indicated that Starlink began to expand its reach across federal government agencies early into the new Trump administration. Investors in AST and other publicly traded competitors may have worried that Musk's partnership with Trump could result in a monopoly for Starlink. With an estimated two-thirds of internet satellites in orbit being represented by Starlink after the election, this risk appeared likely only to grow. An issue for other satellite-based providers is that there is finite orbital capacity, meaning that once a certain number of satellites are in place at particular orbits, it is difficult or impossible for others to be added. Starlink's early advantage still has the potential to crowd out other companies from getting infrastructure in place, despite AST's moves to rapidly launch a growing number of its own satellites. However, the recent rift between Musk and Trump may have threatened Starlink's advantage. Trump responded to Musk's criticism of the former's signature proposed spending bill by floating the idea of canceling federal contracts held by Musk's companies, presumably including SpaceX. Musk also signaled his willingness to pull back from prior partnerships by suggesting that SpaceX would discontinue the Dragon spacecraft previously used for International Space Station missions, although he later retracted that statement. Potential Impact for AST SpaceMobile While investor response to the public dispute arising between Musk and Trump is speculative, the boost has so far been priced into ASTS shares. This adds to a series of positive developments for AST SpaceMobile, making it an increasingly attractive prospect for many buyers. [content-module:Forecast|NASDAQ:ASTS] The firm has made significant progress in building out its infrastructure, both in terms of satellite launches over recent months and in a series of lucrative, high-profile partnerships with existing telecommunications providers. The company has also recently secured important agreements with multiple government agencies, independently of any developments related to Musk and Starlink. A coordination agreement with the U.S. National Science Foundation and a $43-million new contract award in support of the United States Space Development Agency are prime examples. Another key development for AST is its shift toward commercialization. In its first-quarter earnings, the company said it expects to activate initial cellular broadband capabilities across multiple continents in the coming quarters thanks to partnerships with telecommunications companies in the United States, Europe, and Japan. This is forecast to lead to revenue opportunities of between $50 million and $75 million in the second half of 2025. AST Remains Attractive, Despite Starlink Uncertainty Investors will likely have a hard time predicting whether a blossoming feud between Trump and Musk continues to develop or fade away, and it will be even harder to decipher the potential impacts for Starlink and its competitors. However, AST is an attractive prospect on its own, regardless of these external factors, and is worth investor attention as it continues to expand its reach into a massive addressable market. Where Should You Invest $1,000 Right Now? Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list.

J.C. Flowers-backed Jefferson Capital eyes US$1.1B valuation in US IPO
J.C. Flowers-backed Jefferson Capital eyes US$1.1B valuation in US IPO

CTV News

time41 minutes ago

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J.C. Flowers-backed Jefferson Capital eyes US$1.1B valuation in US IPO

The Nasdaq MarketSite in New York's Times Square, on May 16, 2012. (AP / Richard Drew) Private equity-backed Jefferson Capital said on Friday it was targeting a valuation of up to $1.1 billion in its U.S. initial public offering, as buyout firms look to take advantage of an improving new listings market. The company, and some of its investors, are seeking to raise up to $170 million by offering 10 million shares priced between $15 and $17 each, in what would be a rare flotation from the debt buyer industry. Mounting pressure on financial sponsors to return money to investors is encouraging buyout firms to list their portfolio companies. A winning streak for latest U.S. stock market entrants has also boosted the IPO market, particularly for tariff-insulated companies. Jefferson is offering 625,000 shares in the IPO, while selling stockholders, including J.C. Flowers, are putting up about 9.4 million shares. Founded in 2002, the Minneapolis, Minn.-based company purchases and manages charged-off and bankruptcy receivables with operations mainly in the U.S., Canada, the U.K. and Latin America. It expanded into Canada with the acquisition of debt buyer Canaccede Financial Group in 2020. The company had net income of $128.9 million and revenue of $433.3 million in 2024, up 15.6 and 34.1 per cent, respectively, over the year earlier. Jefferson competes against PRA Group, Encore Capital Group, Resurgent Capital Services and Cavalry Portfolio Services in its core U.S. market. Investment firm J.C. Flowers had acquired Jefferson from buyout firm Flexpoint Ford in 2018. Jefferson will list on the Nasdaq under the symbol JCAP. Jefferies and Keefe, Bruyette & Woods are the lead underwriters for the offering. J.C. Flowers will own about 68.9 per cent of Jefferson after the offering. (Reporting by Arasu Kannagi Basil in Bengaluru; Editing by Shilpi Majumdar)

Is Costco Stock a Buy, Hold or Sell After May Sales Results?
Is Costco Stock a Buy, Hold or Sell After May Sales Results?

Globe and Mail

timean hour ago

  • Globe and Mail

Is Costco Stock a Buy, Hold or Sell After May Sales Results?

Costco Wholesale Corporation 's COST May sales results offer fresh insight into the retail giant's current performance. Known for its steady growth and strong position in the warehouse club space, Costco continues to appeal to long-term investors. However, the latest figures could have a meaningful impact on the stock's near-term trajectory. Let's take a closer look at the data to determine whether Costco stock is a buy, hold, or sell after May sales results. Breaking Down Costco's May Sales Numbers Costco's membership-driven model remains a key driver, with high renewal rates providing a reliable revenue stream. Its efficient supply chain and bulk purchasing power support competitive pricing and market position. The combination of strong customer loyalty and operational efficiency helps Costco maintain an edge in the competitive retail landscape. For the four weeks ended June 1, 2025, comparable sales in the United States, Canada and Other International markets grew 4.1%, 3.3% and 6.6%, respectively. Total company comparable sales rose 4.3%. This follows gains of 4.4% in April and 6.4% in March, signaling consistent momentum. E-commerce also remained a bright spot, with comparable sales surging 11.6%. (Read: Costco Sales Surge in May: E-Commerce Leads the Way With a 12% Jump) As a result, Costco's net sales for May increased 6.8% to $20.97 billion, up from $19.64 billion in the same period last year. This follows sales improvements of 7% and 8.6% reported in April and March, respectively, reflecting a strong and consistent sales performance over the past few months. What Makes Costco a Top Long-Term Investment Choice? Costco continues to impress with its stellar revenue performance, showcasing its ability to navigate shifting economic dynamics. The consistent growth in membership fee income, coupled with a high renewal rate of 92.7% in key markets like the United States and Canada, underscores the company's effective customer retention strategies and strong member engagement. With a substantial base of paid household members and increasing executive memberships, Costco ensures a steady flow of high-margin recurring revenues. At the end of the third quarter of fiscal 2025, the retailer had 79.6 million paid household members, up 6.8% year over year. Executive memberships, a more profitable segment, grew 9% to 37.6 million, now making up 47.3% of paid members and contributing to 73.1% of global sales. By steadily enhancing its e-commerce capabilities and investing in fulfillment infrastructure, Costco is creating a more integrated omnichannel shopping experience. Its e-commerce comparable sales rose 14.8% in the third quarter. 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