JPMorgan Sees Frontier Markets Rallying Further as Risks Recede
'Frontier local markets did not sell off much during the period of heightened geopolitical risks in June, and we expect that a summer of relative calm will further see them outperform, given very high carry still on offer,' strategists including Ayomide O Mejabi wrote in a note.
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Better Artificial Intelligence Stock: BigBear.ai vs. Nvidia
Key Points has become an AI investor darling over the past few years. Nvidia is the leading artificial intelligence semiconductor company. There's no substitute for high revenue growth and profitability -- and Nvidia has both. 10 stocks we like better than Nvidia › Many investors are focused on artificial intelligence stocks these days, which can be a smart play as AI transforms many industries. But it's starting to seem like any AI stock is a winner in the market right now, which means some investors may not be doing their due diligence when evaluating companies. With that in mind, two AI companies with surging share prices right now are Nvidia (NASDAQ: NVDA) and (NYSE: BBAI), and it may be worth taking a closer look at both to see which one looks like the better AI stock to buy right now. What's happening with Nvidia Nvidia gets top billing in this matchup because the company has experienced monster growth over the past few years as companies clamor for its artificial intelligence semiconductors. An estimated 70% to 95% of data centers utilize Nvidia's AI processors, and there seems to be no slowing down for the company's growth. For example, Nvidia's total sales soared 114% in fiscal 2025 to $130.5 billion, and its earnings skyrocketed 147% to $2.94 per share. This growth has been fueled by the company's data center segment, which experienced a 142% revenue surge to $115 billion last year. The impressive earnings and revenue growth have resulted in Nvidia's stock surging 57% over the past year. That's pushed the company's valuation higher, and Nvidia's shares currently have a price-to-earnings multiple of about 56. That's not cheap, but it's still lower than the average P/E ratio of 64 in the semiconductor industry right now. What's more, Nvidia could continue to benefit from AI investments for many more years to come. Nvidia CEO Jensen Huang believes AI will fuel $2 trillion in data center spending over the next several years. While Nvidia's growth isn't guaranteed, many tech giants have already committed to spending hundreds of billions of dollars to expand their AI data centers over the next few years. That's creating an ongoing opportunity for Nvidia to continue increasing its sales. What's happening with is an AI data analytics company that helps companies and the U.S. government sort through their data to make decisions. AI analytics is a burgeoning AI trend, and it has propelled the stock of similar companies, like Palantir, into the stratosphere. stock, for its part, has jumped 323% over the past year. But despite its impressive gains, there are some significant concerns I have with including its lack of strong revenue growth. sales increased just 5% in Q1 to $34.8 million, and management's outlook for the full year is for $160 million to $180 million -- an increase of just 7.5% at the midpoint. These are fairly unimpressive sales figures for a small AI company that's trying to tap into an expanding artificial intelligence analytics market. One of the company's problems is that 52% of its revenue comes from just four customers. That's a high concentration of sales from just a handful of customers, and it means that if one or two leave, could be in trouble. And then there's the company's lack of earnings. reported a loss of $1.10 per share last year and continued that trend with a loss of $0.25 per share in Q1. While many small start-ups often aren't profitable, it's problematic that the company's lack of earnings comes in addition to unimpressive sales growth. Meanwhile, stock has a price-to-sales ratio of 11, which is substantially higher than the average P/S multiple of 3 for the S&P 500 and means that investors are paying a premium for it right now. Verdict: Nvidia is the hands-down winner Nvidia's stock isn't cheap, and there are always risks with investing in AI stocks that have already experienced astronomical growth. But the company is a hands-down better investment than because it's massively profitable, continually expanding its revenue, and outpaces its rivals in the AI semiconductor market. Meanwhile, stock is overvalued, its revenue growth is unimpressive, and the company isn't profitable. This makes Nvidia the no-brainer in this matchup and one of the best AI stocks to buy and hold for the long term. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. 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Better Artificial Intelligence Stock: vs. Nvidia was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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From AI To Emerging Markets: How 6 Pros Would Allocate $10K In Today's Market
Amid record-high markets, six Wall Street strategists shared where they would deploy $10,000 right now, identifying areas ranging from artificial intelligence to emerging markets, according to Business Insider. Experts say there's still opportunity across various asset classes, including U.S. and global equities, small-cap stocks, and dividend-paying stocks. JPMorgan Backs International Stocks Over U.S. J.P. Morgan Asset Management Chief Market Strategist for the Americas Gabriela Santos said that she would allocate $7,000 to developed-market ex-U.S. equities and $3,000 to emerging markets, pointing out that U.S. stocks now trade at roughly a 35% premium to international peers—much higher than their historical 15% premium. Don't Miss: Accredited Investors: Grab Pre-IPO Shares of the AI Company Powering Hasbro, Sephora & MGM— 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can "After 15 years of disappointment, it's really been all about international equities this year — huge outperformance, and something we see as just the beginning," Santos told Business Insider. She added that a weaker U.S. dollar and growing investor interest in global markets support this shift. Santos cited the Vanguard FTSE Developed Markets ETF (NYSE:VEA) and iShares MSCI Emerging Markets ETF (NYSE:EEM), which were up 19.7% and 18.6%, respectively, as of last week. Stifel's Bannister Favors Diversified Equity Exposure With tech stocks dominating market headlines, Stifel Financial Corp (NYSE:SF, SFB)) Chief Equity Strategist Barry Bannister is steering in a different direction. He recommends spreading a $10,000 investment equally across small-cap, international, and value stocks to offset tech-sector concentration, Business Insider reported. 'Right now, the market's obsessively focused on tech. But it's hard to run an economy on seven stocks,' Bannister said. He highlighted the concentration risk in the tech sector and pointed to the Vanguard Value ETF (NYSE:VTV), iShares Russell 2000 ETF (NYSE:IWM), and iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) as preferred picks for diversification—and said he's recently adopted the approach himself using fresh capital received in May. Trending: $100k+ in investable assets? – no cost, no obligation. Equal Weight for Better Balance, Says Haverford Trust Haverford Trust Chief Investment Office Hank Smith recommended a two-part allocation: 50% to 60% in an equal-weighted S&P 500 ETF such as the Invesco S&P 500 Equal Weight ETF (NYSE:RSP) and 40% to 50% in a cap-weighted index such as the Nasdaq 100. Smith said equal weighting helps reduce overexposure to the top tech names, while the Nasdaq allocation ensures continued participation in any tech-driven rally. "Now you get all your top tech holdings that are driving this market," Smith told Business Insider. He said the approach works best with a minimum investment horizon of five years. Piper Sandler Emphasizes U.S. Large-Cap Leaders With elevated interest rates and a split in corporate earnings performance, investors may benefit more from selective stock-picking than from index investing, Piper Sandler (NYSE:PIPR) Chief Investment Officer Michael Kantrowitz told Business Insider. He said he expects U.S. large-cap leaders to continue outperforming and advised avoiding passive sector ETFs, which can misrepresent actual stock performance due to their weighting structures. "The earnings backdrop is going to be very bifurcated, and interest rates are going to remain elevated," Kantrowitz told the outlet. Companies currently screening well in Piper Sandler's models include Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG, GOOGL)), Meta Platforms Inc. (NASDAQ:META), Oracle Corp. (NYSE:ORCL), Costco Wholesale Corp. (NASDAQ:COST), Johnson & Johnson (NYSE:JNJ), and Home Depot Inc. (NYSE:HD).BlackRock Strategist Looks Beyond Just Tech Investors shouldn't abandon Big Tech — but diversification is key, according to BlackRock Inc. (NYSE:BLK) Global Chief Investment Officer of Fundamental Equities Tony DeSpirito, who manages several value-focused funds. 'I'm not negative on the Mag Seven,' he told Business Insider. 'Many of them have really good growth and really good free cash flow. That's an incredibly powerful combination, and so they earn the multiples that they're trading at.' DeSpirito recommends splitting a portfolio across large-cap growth, dividend stocks, and value plays to hedge against volatility. He flagged dividend names for their downside resilience and steady income, and called healthcare — especially medical device makers — a 'quality value' area that's been largely overlooked. The S&P 500 healthcare sector is down about 2% year-to-date. Still, he warned that some large pharmaceutical companies could be value traps, with earnings too dependent on soon-to-expire patents. Janus Henderson Sees Growth in Tech, Europe, and Mid-Caps Janus Henderson Group plc (NYSE:JHG) U.S. Head of Portfolio Construction and Strategy Lara Castleton recommended a diversified portfolio approach for investors with longer time horizons and higher risk tolerance. "We see strong potential in U.S. mid-caps and international equities," Castleton told Business Insider, recommending a three-part portfolio: 60% in large-cap U.S. equities with a tech tilt — via funds like the Invesco QQQ Trust (NASDAQ:QQQ) or Technology Select Sector SPDR Fund (NYSE:XLK) — along with 20% in ex-U.S. stocks, and 20% in U.S. mid-caps. She said international names, especially in Europe, are showing improved fundamentals, while U.S. mid-caps are benefiting from reshoring trends and offer greater upside than their larger peers. Read Next: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Image: Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article From AI To Emerging Markets: How 6 Pros Would Allocate $10K In Today's Market originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
