Japan's Bond Market Risks Back in Focus Ahead of Five-Year Sale
The benchmark 10-year bond wasn't traded at all on Tuesday, the first such instance in more than two years, before seeing transactions on Wednesday, according to data from an institutional brokerage. That lack of liquidity comes against the backdrop of choppy trading in global debt markets.
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19 minutes ago
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Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030
Key Points Nvidia has been the biggest beneficiary of AI spending among big tech companies. But Amazon and Meta Platforms are two tech giants seeing very strong results from investments in AI, and their future could be even brighter. Both trade at compelling valuations, especially compared to how expensive Nvidia has become. 10 stocks we like better than Amazon › Since October 2022, Nvidia has seen its value increase by more than $4 trillion. To put that into perspective, no other company is even worth $4 trillion today. The huge surge in value for the maker of graphics processing units (GPUs) stems from a few big tech companies spending hundreds of billions on its chips every year. The four biggest hyperscalers are set to spend around $380 billion on AI infrastructure this year, and they have guided for significant steps up in spending next year. Nvidia is set to be the prime beneficiary of that increased spending for some time, but that doesn't mean the stock will continue to climb. Market prices are based on what investors expect in the future, and the expectations for Nvidia remain high. But two other AI stocks look like they could surpass investor expectations, pushing both companies to exceed Nvidia's value by 2030. Can Nvidia keep climbing from here? Continued growth in AI spending is giving investors more and more confidence that Nvidia can keep up its torrid sales growth. The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue to spend growing amounts to meet their customers' needs. Meanwhile, Nvidia is selling chips as fast as it can make them. That led to a 69% rise in revenue in the company's first quarter, and a 59% increase in adjusted income. But it's unlikely to see growth continue at this pace. All four hyperscalers are working on custom silicon solutions for their own AI training. Microsoft is reportedly planning to shift a significant portion of its spending to its Maia300 chip in late 2026. Meta Platforms (NASDAQ: META) is working on expanding the AI workloads that its custom Meta Training and Inference Accelerating (MTIA) chips can handle. And on top of all of that, AMD is starting to show progress in catching up to Nvidia, while continuing to offer excellent price performance. Investors should expect a significant slowdown in sales as Nvidia faces fierce competition for its share of data center servers and it battles with the law of large numbers. As supply-demand forces reach equilibrium, the chipmaker might not be able to command such high gross margins, either. That could weigh on earnings growth. But with the stock currently trading at more than 42 times forward earnings, investors seem to think those risks aren't going to materialize. I think it's more likely they will keep Nvidia from continuing to outperform the market at such a torrid pace, limiting how much more upside there is from here. If investors want to buy shares of a big tech company capitalizing on the growth of AI, the following two industry giants present better value with more upside. In fact, I expect they will both be worth more than Nvidia by 2030. 1. Amazon Amazon (NASDAQ: AMZN) is the largest provider of public cloud computing in the world with Amazon Web Services (AWS), making it one of Nvidia's biggest customers. While the company was caught flat-footed as generative AI took off in 2022, management quickly caught up with the competition thanks in part to its investment in Anthropic. Management continues to see strong demand for its AI services, with revenue more than doubling year over year. However, AWS's scale has masked that strong growth. The cloud services segment generated $116 billion in revenue over the last 12 months. That's roughly 55% larger than its next closest competitor, Microsoft. But AWS's 17% year-over-year growth looks disappointing compared to Microsoft's 39% growth in cloud services last quarter. Nonetheless, Amazon has mostly kept its market share despite strong growth by its competitors. What's more important is that the margin profile on AWS is extremely strong. The operating margin of 36.8% over the last 12 months is up from 33.4% a year ago. And while it took a dip in the second quarter, that's due to the timing of share-based compensation. The long-term trend shows continued improvement in margins. Meanwhile, Amazon's retail business is becoming very profitable in its own right. The North American segment saw its operating margin climb to 7% last quarter while the international segment's margin came in at 3.4%. Strong top-line growth of 11% for both helped, which was bolstered by high-margin ad revenue growth of 22%. The long-term trends favor steady revenue growth across Amazon's businesses with particular strength in its high-margin operations (namely AWS and advertising). That should result in earnings growth well above average. And as its spending growth on AWS slows down, free cash flow should rise to new records by the end of the decade. That gives the company more opportunities to invest for growth, just as it has managed to do throughout its history. The stock currently looks attractive amid a small pullback in price. 2. Meta Platforms Meta is another major Nvidia customer, but unlike Amazon, it only uses Nvidia chips for its own AI needs. In fact, it might be spending more on its own AI needs than any other company in the world. And Meta's second-quarter results are a clear example of why it's willing to spend so much. Sales grew 22% last quarter, and its operating margin expanded 5 percentage points. For some perspective, that's faster revenue growth than both Snap and Pinterest despite being a much bigger force in social media advertising. Meta's AI capabilities are a clear reason for the outperformance. Artificial intelligence has led to better recommendations for both advertisements and organic content. As a result, the company served up more ads and was able to command higher pricing per ad impression. Meanwhile, it's seeing strong uptake of its generative AI tools for ad creation, which makes it easier for marketers to create and test new ideas. There are a number of other opportunities that AI could unlock. Those include AI chatbots for businesses in WhatsApp and Messenger, which could drive increased click-to-message ads in Facebook and Instagram. And management has said its Meta AI chatbot built into its apps now has 1 billion monthly active users, giving it yet another surface to monetize with ads. It only recently started showing ads in WhatsApp and Threads. That should give it room to grow supply as demand increases due to its generative AI tools making advertising easier. Lastly, Meta is at the forefront of development in augmented and virtual reality. AI can unlock a lot of value in an environment that's also aware of your surroundings. The company has already seen strong early adoption of its Meta Glasses with AI built in. Shares look very attractive with an enterprise value around 16 times forward estimates on earnings before interest, taxes, depreciation, and amortization (EBITDA). While depreciation of its data centers will weigh on its margins, the company is proving the investments are paying off with very strong revenue growth and by unlocking a lot of potential profits in the long run. Do the experts think Amazon is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Amazon make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,070% vs. just 184% for the S&P — that is beating the market by 885.55%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Levy has positions in Amazon, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Meta Platforms, Microsoft, Nvidia, and Pinterest. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia by 2030 was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
38 minutes ago
- Yahoo
Chinese port achieves first-of-its-kind transfer that could revolutionize maritime trade: 'Significantly cheaper than land transport'
Chinese port achieves first-of-its-kind transfer that could revolutionize maritime trade: 'Significantly cheaper than land transport' A cargo transfer milestone has been reached at a Chinese port. But the haul wasn't typical products, but rather, air pollution. It's a fascinating achievement that could provide shipping with another revenue stream, astoundingly from ship exhaust, according to the Maritime Executive. Evergreen's 152,300-deadweight-ton Ever Top was retrofitted last year with tech to capture carbon dioxide from exhaust, lassoing nearly 80% of emissions with a nearly 100% purity. The stored fumes can then be sold at a profit for other uses, per ME and Interesting Engineering. The transfer happened on June 19 at the Port of Shanghai thanks to special onboard equipment, including absorption and regeneration modules, compression refrigeration, and storage. Past efforts that used trucks and tanks to offload the CO2 were more complicated. In Shanghai, a barge vessel called De Jin parked alongside Ever Top to complete the move, heralded by Chinese officials as a novel effort, ME reported. "For scaled operations, ship-to-ship transfer offers clear advantages. It is significantly cheaper than land transport and much more efficient," project manager Du Mingsai said in IE's story. The retrofit cost about $10 million. But reports indicated the expense can be more than recouped within two years by selling the stored carbon. ME said that experts estimated ships could make an amazing $8 million a year from selling tailpipe gases. Drax Group, a United Kingdom renewable energy company not involved with the project, listed numerous product uses for captured carbon. Sneakers, furniture, cleaner concrete, and even alternative metal were some of the ones noted. The push to capture carbon comes from efforts within the sector to reduce heat-trapping air pollution that is warming the atmosphere and oceans. The National Oceanic and Atmospheric Administration reported that around 91% of the excess heat produced on Earth is absorbed by the oceans. Coral bleaching, sea level rise, and other problems are linked to the warming waters, per the agency. The European Federation for Transport and Environment reported that the sector produces about 3% of global CO2 fumes, which is expected to grow by half by 2050 if "stringent measures are not taken." New-age sails, kites, and hydrogen fuel are some other options being harnessed to cut the use of dirty energy in maritime travel. But ME reported that the Ever Top retrofit costs less than a new vessel or an alternative fuel conversion. "From onboard storage to mobile transfer and reuse, the milestone gives Shanghai a full-chain ecosystem for maritime carbon capture. It also positions the city as a global model for cutting shipping emissions and sets a new benchmark for the industry's green transition," IE's Neetika Walter wrote. Do you worry about air pollution in your town? All the time Often Only sometimes Never Click your choice to see results and speak your mind. But not all of the headlines coming from the Far East seas are squeaky clean. CBS News reported that China is using so-called "dark" vessels to transfer dirty oil between ships as the country continues to buy the fossil fuel from heavily sanctioned Iran. The ships have disabled their transponders, making them tough to ID. China buys 90% of Iran's oil and calls the transactions legitimate, all according to CBS. Staying informed about key environmental issues can help you judge if efforts happening at home and around the world are legitimately meeting sustainability goals. Sometimes companies and countries tout big projects with little actual progress. Choosing cleaner travel options can also make a difference. Public transportation is a way to curb pollution. Every mile traveled via public means instead of driving cuts about a pound of heat-trapping fumes. The move can also save you serious cash in your transportation budget. Join our free newsletter for weekly updates on the latest innovations improving our lives and shaping our future, and don't miss this cool list of easy ways to help yourself while helping the planet. Solve the daily Crossword
Yahoo
an hour ago
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How (and Why) To Stay in the Market Even at All-Time Highs
One of the most famous mantras in the investment world is to 'buy low and sell high.' With the S&P 500 setting record after record in 2025 — and valuations reaching stratospheric levels — it might seem like buying now is the exact wrong thing to do. Read More: Find Out: But there are still compelling reasons to stay in the market, even at all-time highs. Here's why — and how you can do it. The Market Consistently Makes New 'All-Time' Highs Markets don't go up in a straight line, but history shows the S&P 500 has always gone on to make new highs, no matter how severe a bear market it endures. The fact that the index is at an all-time high as of July 2025 means that by definition, all of its past bad days and bad years are now in the rear-view mirror. Investors who have held on — or even added to their positions — during prior downturns have been handsomely rewarded with the highest price in the index's history. Discover More: Market Technicians Love New Highs Technical research interprets past trading patterns to predict future market movements. Many technicians view a new market high as a 'breakout,' indicating future upside to come. Numerous other factors can help support this prediction, such as rising trading volume and increasing market breadth, but in its most simplistic form, technical analysis usually views a fresh market high as an indication that prices will continue to go higher. Timing the Market Leads To Underperformance If you could always buy at the stock market's low and sell at its high, yes, you'd have a great trading record that would significantly outperform the overall market. But history, along with the shattered portfolios of numerous traders before you, shows that doing that consistently is all but impossible. A more likely scenario is that you emotionally panic and sell your positions when the market is crashing and then start investing again after the market has made significant gains — right before the next bear market. Another common scenario is that you fear the S&P 500 is 'overvalued' and you sell all your positions as the market goes higher and higher. Missing out on even a few of the best days in the market is enough to keep your portfolio in a perpetual state of underperformance, but it's a relatively common occurrence among those trying to time the market. What Can You Do? Investing at market highs is something of a double-edged sword. On the one hand, it's a great time to be invested in the S&P 500, because it means your portfolio should also be at all-time highs. However, it can also be a bit nerve-wracking because valuations are stretched to their limit, and the market is 'priced for perfection' — meaning everything has to continue doing well to support those lofty prices. As fear of losing money is generally greater for investors than the joy from profiting, it's natural to feel a bit queasy when market prices are high. For most long-term investors, the best strategy is to stay the course. By investing consistently, regardless of the S&P 500's current condition, you end up with an average price that smooths out the market's ups and downs. If the market continues to go higher, you'll keep profiting from your investments, even the ones you made at a 'high' price. If the market falls, your ongoing investments will pick up shares at lower prices, leading to even greater profits in the future. Many advisors recommend that investors increase their contributions while markets are falling so they can benefit even more from 'on-sale' share prices. While perhaps not a perfect system, consistent investing is a much better option than trying to time the market based on emotion and instinct. That has proven time and time again to be a losing game in the long run. More From GOBankingRates New Law Could Make Electricity Bills Skyrocket in These 4 States I'm a Self-Made Millionaire: 6 Ways I Use ChatGPT To Make a Lot of Money 5 Strategies High-Net-Worth Families Use To Build Generational Wealth Mark Cuban Says Trump's Executive Order To Lower Medication Costs Has a 'Real Shot' -- Here's Why This article originally appeared on How (and Why) To Stay in the Market Even at All-Time Highs
