Latest news with #SchwabNetwork
Yahoo
07-08-2025
- Business
- Yahoo
IPO Edge's Jannarone: Figma IPO Should Herald More Big Tech Deals
By Karen Roman Editor-in-Chief joined Schwab Network's Nicole Petallides in an interview to discuss the latest San Francisco venture capital-backed IPO of Figma, Inc. (NYSE: FIG), which currently trades at $80 per share – or nearly triple it's offering price. With a $20 billion valuation at IPO, Figma is the first classic tech company of this size going public in years, and Mr. Jannarone said he expects future IPOs like Klarna and Stripe as early as this fall with a potentially higher valuation than Figma. He also mentioned the company's founder, Dylan Field, aimed at attracting big institutional investors who would buy and hold the shares when he considered pricing. Mr. Jannarone explained investors ought to be cautious when buying FIG shares now considering it has been trading at 50-times forward sales since its debut, an extremely elevated multiple. For further insights into these topics readers are invited to attend the First LA CorpGov Forum on September 4, 2025, in Los Angeles. Click to learn more about this event. To watch the full Schwab interview with Ms. Petallides and Mr. Jannarone, CLICK HERE or watch below. Read more Save the Date: 5th Palm Beach CorpGov Forum Nov 5-6 Register for our weekly newsletter Contact: IPO Edge Editor@ Click to follow us on LinkedIn 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
26-07-2025
- Business
- Yahoo
Is Meta Platforms (META) The Best AI Stock to Buy on the Dip?
Meta Platforms Inc (NASDAQ:META) is one of the . Lucas Downey from MoneyFlows said in a latest program on Schwab Network that Meta Platforms is one of the top stocks to buy on any pullback. 'A great case in point would be Meta Platforms Inc (NASDAQ:META). This is a name that I've owned for a number of years. First thing is you got to think big themes, right? What is actually working? AI. Meta Platforms Inc (NASDAQ:META) has all this data and they continue to just grow their earnings. What was interesting about Meta is their last time that they had earnings. This is back in April. Just remember how worried the whole world was about earnings. They basically were saying that they were going to guide even higher. Their capex was going to go above and beyond what people were expecting. You can see analysts have been very bullish on this name. So, this would be the type of company that you would want to be looking for on any type of pullback.' Photo by austin-distel on Unsplash Meta Platforms (NASDAQ:META) is driving usage and ads revenue by improving its algorithms and user experience thanks to AI. Meta Platforms (NASDAQ:META)'s advancements in Reels and WhatsApp are helping manage CapEx growth as the company strives to stay competitive in AI. Meta Platforms (NASDAQ:META)'s substantial user base of 3.3 billion provides a data and distribution edge that could capture a significant share of the GenAI market. Meta Platforms can see huge progress related to AI as CEO Zuckerberg is aggressively spending on the technology and hiring top talent to achieve breakthroughs via the Superintelligence Labs team. He recently said his company plans to invest hundreds of billions of dollars on AI infrastructure. The company plans to build a massive 1+ gigawatt supercluster by next year. Mark Zuckerberg's commitment to AI could make it a key focus in the upcoming earnings call and potentially act as a major catalyst for the stock. Wedgewood Partners stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its second quarter 2025 investor letter: 'Meta Platforms, Inc. (NASDAQ:META) was once again a leading contributor to performance for the quarter – and our best portfolio performer since the panic-selling lows in the stock back in September of 2022. Revenue grew +16% despite ad-spending headwinds related to trade protectionism, and operating margins expanded thanks to continued investments in automation, driving a stellar +37% growth in earnings per share. The Company has been a consistent beneficiary of artificial intelligence (AI) over the past several years, investing aggressively in deep learning recommendation systems that help power it's products which reach nearly half the population of the planet. Meta's AI investments, combined with its massive scale, allow the Company to quickly spin up new products across its digital advertising real estate to reinforce its competitive positioning. Meta's core Family of Apps products are backed by extremely large and complex (i.e. difficult to copy) AI recommendation systems that have to sort through billions of datapoints in real time and come up with the probability of a user clicking on something. Meta is one of the few companies that has been able to consistently and, most critically, profitably monetize AI technologies for shareholders, and we continue to hold the stock as a top position in portfolios.' While we acknowledge the potential of META 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
24-07-2025
- Business
- Yahoo
Analyst Says Taiwan Semiconductor (TSM) Among the Best AI Stocks to Buy on the Dip
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the . Lucas Downey from MoneyFlows said in a recent program on Schwab Network that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy on the dip. 'Taiwan Semi, great name. We've been very positive on this stock. I think if you wait for this one to come in a little bit, they just had tremendous guidance. So, the stock may continue to drift a little bit higher over the next coming days. But again, think big themes, big AI stalwarts in the industry. You need to be thinking about companies that are not super expensive on a forward PE basis, but these are the types of names that we're going to be focused on, and that's where the money is flowing.' Photo by Vishnu Mohanan on Unsplash Longriver Partners Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its second quarter 2025 investor letter: 'Underpinning all of this is one constant. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) remains the lynchpin of the AI compute stack. Every major chip, whether merchant or custom, still runs through its fabs. No other foundry comes close on yield, throughput, or consistency. While we acknowledge the potential of TSM 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
23-07-2025
- Business
- Yahoo
Analyst Bullish on Reddit (RDDT) Amid a New ‘Phenomenal' Data Point Despite AI Concerns
Reddit Inc (NYSE:RDDT) is one of the . Megan Brantley from LikeFolio said in a recent program on Schwab Network that Reddit Inc (NYSE:RDDT) stock has been taking a hit amid investor concerns related to AI. These concerns stem from the assumption that when users can get answers from AI apps, they won't visit Reddit Inc (NYSE:RDDT) pages. However, the analyst explained why she's bullish on the social media stock and highlighted some data she called 'phenomenal.' 'When we look at our data, we know that at least near-term right now the big driver for Reddit is advertising revenue. And so we track a lot of visits to ad managing platforms across the board from Reddit to Pinterest to as you can see on this chart to Google Ads below. And the data that we're tracking for Reddit is pretty phenomenal. We're seeing a massive uptick. And I think there are two takeaways here whenever you look at this chart is that we're seeing a swing in a positive way just in overall advertising interest. So I think this is something where you know previously whenever we brought you this data there might have been one or two names in the green on this forward-looking ad interest and now we're seeing a big spike. So we think that this is bullish for a lot of these names.' Photo by Mohamed Hadji on Unsplash With about 100 million daily active users, Reddit Inc (NYSE:RDDT) remains one of the fastest-growing social media platforms in the world. While Facebook and Twitter show signs of maturing growth, Reddit Inc (NYSE:RDDT) still has huge upside potential as more and more people flock to Reddit discussion boards for authentic opinions and discussion. User input from millions of people on various topics freely accessible to anyone is Reddit Inc (NYSE:RDDT)'s moat. That's why companies are flocking to pay money to Reddit to use its data to train their AI models. Maple Tree Capital stated the following regarding Reddit, Inc. (NYSE:RDDT) in its Q1 2025 investor letter: 'Reddit, Inc. (NYSE:RDDT) is Heartwood's newest, and smallest, position. We anticipate growing this position in size over the coming quarters and years as the story parallels pretty closely to what we see in Grindr in the Jonagold portfolio. Reddit holds incredibly unique and structured user-generated data, which will be extremely valuable in the AI era. Additionally, their user base spends a ton of time on the app. It is far easier to monetize users if you have users! Reddit has spent decades acquiring a user base and is just at the beginning of their monetization journey. More people visit Reddit every day than they do Netflix. Their balance sheet is clean, but stock-based compensation and dilution are significant. We wrote a little more about Reddit here and expect to share more on our thesis shortly.' While we acknowledge the potential of RDDT 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. 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
23-07-2025
- Business
- Yahoo
This Analyst Says Lam Research (LRCX) is Among the Best AI Semiconductor Stocks to Buy on the Dip
Lam Research Corporation (NASDAQ:LRCX) is one of the . Lucas Downey from MoneyFlows talked about Lam Research Corporation (NASDAQ:LRCX) during a latest program on Schwab Network. He believes Lam Research is one of the top semiconductor stocks to buy on the dip. 'Semiconductors have been super hot, a name that I've owned for a number of years and continue to buy on dips, Lam Research. So, as AI continues to just gather steam and devices continue to get smaller, these are the types of companies that are going to win and they're going to lead. Just last quarter back in April, they gave earnings. They set their expectations well above the street. Those are the types of companies you want to be betting on on any type of pullback. And we know semiconductors can get very volatile, especially heading into earnings.' Appalaches Capital stated the following regarding Lam Research Corporation (NASDAQ:LRCX) in its Q1 2025 investor letter: 'We also initiated positions in ASML Holding N.V. (ASML) and Lam Research Corporation (NASDAQ:LRCX), companies that manufacture capital equipment for the semiconductor industry. You may be wondering if I have been 'red-pilled' by A.I. after being so iconoclastic to the trend just a year ago. Not quite. Despite all of the attention being given to Artificial Intelligence, the rest of the semiconductor industry, like memory and trailing-edge nodes, has been recovering out of a cyclical trough. Semiconductor foundries have additionally announced large increases to their capital expenditure budgets, which flow directly into the backlogs of companies like ASML and Lam. After a long period of consolidation, both operate in a highly consolidated industry structure with little to no competition. Both companies have smart and disciplined capital allocation, returning most of their cash flows to shareholders through large repurchase programs. While not thought of as traditional value stocks (despite having healthy free cash flow yields), I have a very favorable view of the industry broadly. While we acknowledge the potential of LRCX 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
