Angola to Buy Boeing Planes in $297 Million US-Backed Deal
The transaction will fund the purchase of the wide-body jets and General Electric Aerospace equipment, supporting about 1,400 jobs across US supply chains where Boeing and GE operate, EXIM said in a statement Wednesday.
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16 minutes ago
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These Stocks Are Skyrocketing and Are Still Solid Long-Term Buys
Key Points Nvidia stock is surging following news that it can resume chip sales to China. Microsoft can benefit tremendously from artificial intelligence (AI) integration across its products. 10 stocks we like better than Nvidia › Great businesses pursuing massive growth opportunities will see their share prices continuously hit new highs over the long term. This is why investors shouldn't be afraid to buy quality growth stocks at a new high. What matters is understanding the momentum in the business itself, and how long that growth can last. Some analysts have questioned whether the best days of the "Magnificent Seven" are over, yet Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) continue to hit new highs following strong earnings results this year. Here's why these high-flying tech stocks are still solid buys for at least the next five years. 1. Nvidia Shares of Nvidia are sitting close to new highs after the company just received welcome news. Following a meeting between CEO Jensen Huang and President Donald Trump, the U.S. government will allow Nvidia to resume sales of its H20 chip in China, unlocking billions in quarterly revenue. That said, Nvidia would have been just fine without revenue from China. Even including the China restrictions, analysts were expecting Nvidia to report $200 billion in revenue this year, for an increase of 53% over fiscal 2025 (ending in January). But resuming sales of the H20 should cause analysts to raise their near-term revenue and earnings estimates, likely sending the stock higher. The H20 is basically a watered-down version of the company's more capable H200 data center chip. Sales to China totaled $17 billion last year, or 13% of Nvidia's revenue. The H20 generated $4.6 billion in revenue in fiscal Q1 before it had to cancel shipments due to new licensing requirements for sales to China. The $2.5 billion of revenue that Nvidia left on the table in fiscal Q1 will likely be realized in fiscal Q3, adding more upside to analysts' current $45 billion revenue estimate for fiscal Q2. Nvidia's China business could grow significantly as a percentage of its total revenue over the next year. During the last earnings call with analysts, Nvidia CFO Colette Kress said the company had planned for $8 billion of H20 orders in fiscal Q2 before the restrictions took effect. This just adds more fuel to the fire for Nvidia's near-term momentum. Strong demand for its Blackwell chip should benefit Nvidia's margins and earnings in the second half of the year. Current analyst estimates call for quarterly adjusted non-GAAP (generally accepted accounting principles) earnings growth to accelerate to 47% year over year in fiscal Q2, before growing 44% in fiscal Q3, and 50% in fiscal Q4. However, these estimates likely exclude additional H20 sales, since this news just broke in the last week. While there is a lot of noise around competition with custom chipmakers, Nvidia can grow at high rates for several years. The investment in artificial intelligence (AI) infrastructure is a gigantic opportunity, large enough for multiple suppliers to do well. Nvidia is already preparing to launch the next-generation Vera Rubin chip next year, which should keep its momentum going. Looking out to fiscal 2030, analysts expect Nvidia's revenue to grow at an annualized rate of 21%, reaching $342 billion. Earnings are expected to grow slightly faster, at 23%. This lines up with Huang's expectation that Nvidia will capture a large portion of the $1 trillion in annual data center spending projected in the next four years. The stock could climb at similar rates as earnings, which makes Nvidia an excellent growth stock to buy and hold for the long term, even at its current price around $170 a share. 2. Microsoft Microsoft reported better-than-expected demand for AI services in its enterprise cloud business last quarter. As a leader in productivity software, Microsoft can benefit tremendously over the long term from AI integration across its products. It's for these reasons that the stock has skyrocketed to new highs since its fiscal Q3 earnings report in late April. Microsoft Azure is the second-leading enterprise cloud provider that continues to gain share of a growing $348 billion market, according to Synergy Research. Azure revenue grew 33% year over year last quarter, but what got investors' attention was that 16 percentage points of Azure's growth was driven by AI services. It seems every industry is embracing this revolutionary technology and doubling down on it. Microsoft sent a strong signal that the ramp in AI investment is just getting started. CEO Satya Nadella noted that the company is expanding its data center capacity, opening 10 new data centers across 10 countries. The company's AI-powered assistant, Microsoft Copilot, has attracted hundreds of thousands of corporate customers, up three times year over year in the last quarter. It is winning bigger deals for Copilot in the enterprise market, and existing customers are returning to buy more seats for their employees. Microsoft is even prepared for the next major advancement in cloud services with its range of software and development tools for quantum computing. The Azure Quantum platform has multiple leaders providing simulators and other tools for customers, including IonQ and Rigetti. Microsoft's AI investments and leadership in software put it in a great position, which is reflected in analysts' growth estimates. Current estimates call for Microsoft to report $279 billion for fiscal 2025 ending in June, and that is expected to grow at an annualized rate of 13% over the next four years. Earnings should grow marginally faster, at a 15% annualized rate. This is enough growth to double the stock by 2029. Do the experts think Nvidia 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 Nvidia 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 1,048% vs. just 180% for the S&P — that is beating the market by 867.59%!* 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* 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 July 15, 2025 John Ballard has positions in Nvidia. The Motley Fool has positions in and recommends Microsoft and Nvidia. 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. These Stocks Are Skyrocketing and Are Still Solid Long-Term Buys was originally published by The Motley Fool
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16 minutes ago
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Commerce Secretary Lutnick says he is confident US will secure trade deal with EU
WASHINGTON (Reuters) -U.S. Commerce Secretary Howard Lutnick said on Sunday he was confident the United States can secure a trade deal with the European Union, but August 1 is a hard deadline for tariffs to kick in. Lutnick said he had just gotten off the phone with European trade negotiators and there was "plenty of room" for agreement. "These are the two biggest trading partners in the world, talking to each other. We'll get a deal done. I am confident we'll get a deal done," Lutnick said in an interview with CBS' "Face the Nation." U.S. President Donald Trump threatened on July 12 to impose a 30% tariff on imports from Mexico and the European Union starting on August 1, after weeks of negotiations with the major U.S. trading partners failed to reach a comprehensive trade deal. Lutnick said that was a hard deadline. "Nothing stops countries from talking to us after August 1, but they're going to start paying the tariffs on August 1," he said on CBS. Trump announced the tariffs in a letter to European Commission President Ursula von der Leyen. He sent letters to other trading partners including Mexico, Canada, Japan and Brazil, setting blanket tariff rates ranging from 20% to 50%, as well as a 50% tariff on copper. Lutnick also said he expected Trump to renegotiate the United States-Mexico-Canada Agreement (USMCA) signed during Trump's first White House term in 2017-21. Barring any major changes, USMCA-compliant goods from Mexico and Canada are exempt from tariffs. "I think the president is absolutely going to renegotiate USMCA, but that's a year from today," Lutnick said. 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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BellRing Brands, Inc.'s (NYSE:BRBR) Intrinsic Value Is Potentially 42% Above Its Share Price
Key Insights The projected fair value for BellRing Brands is US$82.59 based on 2 Stage Free Cash Flow to Equity BellRing Brands is estimated to be 30% undervalued based on current share price of US$58.20 The US$77.87 analyst price target for BRBR is 5.7% less than our estimate of fair value Today we will run through one way of estimating the intrinsic value of BellRing Brands, Inc. (NYSE:BRBR) by estimating the company's future cash flows and discounting them to their present value. We will take advantage of the Discounted Cash Flow (DCF) model for this purpose. Don't get put off by the jargon, the math behind it is actually quite straightforward. We would caution that there are many ways of valuing a company and, like the DCF, each technique has advantages and disadvantages in certain scenarios. If you want to learn more about discounted cash flow, the rationale behind this calculation can be read in detail in the Simply Wall St analysis model. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The Calculation We're using the 2-stage growth model, which simply means we take in account two stages of company's growth. In the initial period the company may have a higher growth rate and the second stage is usually assumed to have a stable growth rate. In the first stage we need to estimate the cash flows to the business over the next ten years. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. A DCF is all about the idea that a dollar in the future is less valuable than a dollar today, so we discount the value of these future cash flows to their estimated value in today's dollars: 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Levered FCF ($, Millions) US$343.9m US$390.5m US$421.0m US$456.0m US$483.5m US$508.1m US$530.8m US$552.0m US$572.3m US$592.1m Growth Rate Estimate Source Analyst x4 Analyst x3 Analyst x1 Analyst x1 Est @ 6.03% Est @ 5.10% Est @ 4.45% Est @ 4.00% Est @ 3.68% Est @ 3.46% Present Value ($, Millions) Discounted @ 7.2% US$321 US$340 US$342 US$346 US$342 US$335 US$327 US$317 US$307 US$296 ("Est" = FCF growth rate estimated by Simply Wall St)Present Value of 10-year Cash Flow (PVCF) = US$3.3b The second stage is also known as Terminal Value, this is the business's cash flow after the first stage. For a number of reasons a very conservative growth rate is used that cannot exceed that of a country's GDP growth. In this case we have used the 5-year average of the 10-year government bond yield (2.9%) to estimate future growth. In the same way as with the 10-year 'growth' period, we discount future cash flows to today's value, using a cost of equity of 7.2%. Terminal Value (TV)= FCF2035 × (1 + g) ÷ (r – g) = US$592m× (1 + 2.9%) ÷ (7.2%– 2.9%) = US$14b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= US$14b÷ ( 1 + 7.2%)10= US$7.2b The total value is the sum of cash flows for the next ten years plus the discounted terminal value, which results in the Total Equity Value, which in this case is US$10b. To get the intrinsic value per share, we divide this by the total number of shares outstanding. Relative to the current share price of US$58.2, the company appears a touch undervalued at a 30% discount to where the stock price trades currently. The assumptions in any calculation have a big impact on the valuation, so it is better to view this as a rough estimate, not precise down to the last cent. Important Assumptions The calculation above is very dependent on two assumptions. The first is the discount rate and the other is the cash flows. Part of investing is coming up with your own evaluation of a company's future performance, so try the calculation yourself and check your own assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at BellRing Brands as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 7.2%, which is based on a levered beta of 0.976. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. View our latest analysis for BellRing Brands SWOT Analysis for BellRing Brands Strength Earnings growth over the past year exceeded the industry. Debt is well covered by earnings. Weakness Earnings growth over the past year is below its 5-year average. Opportunity Annual earnings are forecast to grow for the next 3 years. Trading below our estimate of fair value by more than 20%. Threat Debt is not well covered by operating cash flow. Total liabilities exceed total assets, which raises the risk of financial distress. Annual earnings are forecast to grow slower than the American market. Next Steps: Whilst important, the DCF calculation is only one of many factors that you need to assess for a company. It's not possible to obtain a foolproof valuation with a DCF model. Instead the best use for a DCF model is to test certain assumptions and theories to see if they would lead to the company being undervalued or overvalued. For instance, if the terminal value growth rate is adjusted slightly, it can dramatically alter the overall result. Can we work out why the company is trading at a discount to intrinsic value? For BellRing Brands, there are three essential elements you should look at: Risks: Consider for instance, the ever-present spectre of investment risk. We've identified 2 warning signs with BellRing Brands , and understanding these should be part of your investment process. Future Earnings: How does BRBR's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other High Quality Alternatives: Do you like a good all-rounder? Explore our interactive list of high quality stocks to get an idea of what else is out there you may be missing! PS. The Simply Wall St app conducts a discounted cash flow valuation for every stock on the NYSE every day. If you want to find the calculation for other stocks just search here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. 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