Latest news with #SchwabNetwork
Yahoo
19 hours ago
- Business
- Yahoo
Analyst Says Meta Platforms (META) Should Be ‘Core Portion' of Your Portfolio
Jeffrey Small from Arbor Financial recently said during a program on Schwab Network that Meta Platforms should be a key part of investors' portfolios. Here is how he explained his bull case for the social media giant: "I like Meta Platforms Inc (NASDAQ:META) for the same storyline of their fundamentals. Their fundamentals are very strong. Three and a half billion people on the planet. They're incorporating AI in all of their platforms. They're mastering that. They're going to monetize that. And I think you've got to make that a core portion of your portfolio going forward because of the fundamental side of the picture. And so that's really what draws me to them besides the fact that they are really slightly underpriced compared to most of the MAG 7 stocks." Photo by Timothy Hales Bennett on Unsplash Meta Platforms Inc (NASDAQ:META) biggest strength remains its huge user base, which continues to grow despite record levels. The company has 3.43 billion monthly active users as of March, up 6% year over year. This equals about half of the world's total population, giving the company immense power for monetization and data processing. The company also raised its capex guide for the year from $60-$65 billion to $64-$72 billion, crushing concerns about an AI and data center slowdown. Another overlooked element in Meta Platforms Inc (NASDAQ:META) business is its ads growth. The company, which depends on advertising for 98% of its revenue, is growing at a rate of 21% YoY. In comparison, Google Search grew by 9%, while Alphabet's overall business, including Cloud and Services, expanded by 12%. Even YouTube's year-on-year growth stands at 11%, well below Meta Platforms Inc (NASDAQ:META) rate. Given Meta Platforms Inc (NASDAQ:META) current growth, Wall Street's estimates of 21% EBIT growth and 18% OCF growth seem conservative compared to the tailwinds the company is benefiting from right now. Nightview Capital stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its Q4 2024 investor letter: 'Core Opportunity: Meta Platforms, Inc.'s (NASDAQ:META) platforms—Instagram, Facebook, WhatsApp, and Messenger—reach nearly half the world's population daily, making it one of the most powerful advertising ecosystems globally. With investments in AI and augmented reality (AR), we believe Meta is also creating significant optionality for long-term growth. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Melden Sie sich an, um Ihr Portfolio aufzurufen.
Yahoo
6 days ago
- Business
- Yahoo
Oklo Inc. (OKLO) Is 'Getting Interesting,' Commentator Says
Oklo Inc. (NYSE:OKLO), a developer of small nuclear reactors, and its peers, "are getting interesting," said George Tsilis, Schwab Network's Senior Contributor, recently. President Donald Trump appears to be looking to boost the nuclear-power sector, while the space should benefit from increasing demand for electricity, said Tsilis. An engineer conducting tests in a laboratory, looking closely at the latest nuclear fuel technology. An economist who worked for CME Group in the past, Tsilis was also a financial advisor for BMO, a Canadian bank. The Trump administration is using executive orders to boost the nuclear sector and may roll out subsidies to help the space, the contributor said. Moreover, Oklo Inc. (NYSE:OKLO)'s off-grid technology "makes sense" because it allows developers to bypass red tape and charge a relatively high price for electricity, he stated. Generators of electricity that passes through the grid, on the other hand, have to obtain approvals from many government agencies, and their ability to raise prices is very limited, Tsilis noted. Oklo Inc. (NYSE:OKLO) can bypass some of these obstacles while meeting the increased demand for electricity being created by the proliferation of data centers, he said While we acknowledge the potential of OKLO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than OKLO and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
Yahoo
29-05-2025
- Business
- Yahoo
Palantir Technologies (PLTR) Is a Big Beneficiary of Call Buying by Retail Participants, Veteran Investor Says
Retail investors and traders "are buying massive amounts" of call options on Palantir Technologies Inc. (NASDAQ:PLTR), driving the shares higher, longtime investor Don Kaufman said during a recent appearance on Schwab Network. Kaufman is trying to exploit the trend by buying call options on PLTR himself. Kaufman is the co-founder of TheoTrade. By buying a huge number of call options on Palantir Technologies Inc. (NASDAQ:PLTR), individuals are forcing "market makers" to buy PLTR stock, Kaufman explained. That dynamic creates a "retail gamma squeeze" which causes the shares to climb, according to the investor. Kaufman bought calls with a $126 strike price that expire on June 20. He's also selling June 20 calls with a $130 strike price. His net premium on the trade is $1.55 per pair of options. "I'm trying to hop on board with the retail freight train that has become the primary driver of this market," he explained. While we acknowledge the potential of PLTR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PLTR and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
28-05-2025
- Business
- Yahoo
Alphabet (GOOG) Has Multiple, Positive Catalysts, Stock Researcher Says
Alphabet Inc. (NASDAQ:GOOG)'s new, popular video technology, along with its huge user base and leverage to the blockchain, make GOOG stock attractive, stock researcher Jessica Inskip told Schwab Network recently. Inskip is the Director of Investor Research at Last weekend, there was a "surge" of interest in Alphabet Inc. (NASDAQ:GOOG)'s new, AI-powered video technology, Veo3, Inskip reported. Alphabet Inc. (NASDAQ:GOOG)'s decision to release the technology was "a brilliant PR move because the videos really provided in-depth clarity," she said. Meanwhile, Alphabet Inc. (NASDAQ:GOOG) has 15 products with over 500 million users each, and all of them feature its Gemini AI system, the researcher noted. Finally, Alphabet (GOOG) is "part of blockchain infrastructure," and blockchain infrastructure can be built using Google Cloud, according to Inskip, who's very bullish on the blockchain. In the last month, the shares have gained 7%, while they have retreated 4% in the last three months. While we acknowledge the potential of GOOG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOG and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
28-05-2025
- Business
- Yahoo
Alphabet (GOOG) Has Multiple, Positive Catalysts, Stock Researcher Says
Alphabet Inc. (NASDAQ:GOOG)'s new, popular video technology, along with its huge user base and leverage to the blockchain, make GOOG stock attractive, stock researcher Jessica Inskip told Schwab Network recently. Inskip is the Director of Investor Research at Last weekend, there was a "surge" of interest in Alphabet Inc. (NASDAQ:GOOG)'s new, AI-powered video technology, Veo3, Inskip reported. Alphabet Inc. (NASDAQ:GOOG)'s decision to release the technology was "a brilliant PR move because the videos really provided in-depth clarity," she said. Meanwhile, Alphabet Inc. (NASDAQ:GOOG) has 15 products with over 500 million users each, and all of them feature its Gemini AI system, the researcher noted. Finally, Alphabet (GOOG) is "part of blockchain infrastructure," and blockchain infrastructure can be built using Google Cloud, according to Inskip, who's very bullish on the blockchain. In the last month, the shares have gained 7%, while they have retreated 4% in the last three months. While we acknowledge the potential of GOOG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOG and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
