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3 Reasons to Buy Super Micro Stock Before It's Too Late Will Ebiefung, The Motley FoolAugust 26, 2025 at 5:15 AM Key Points Companies are pouring billions into AI hardware made by companies like Super Micro.

- - 3 Reasons to Buy Super Micro Stock Before It's Too Late

Will Ebiefung, The Motley FoolAugust 26, 2025 at 5:15 AM

Key Points -

Companies are pouring billions into AI hardware made by companies like Super Micro.

Super Micro's low valuation and a "picks and shovels" business model make it a compelling long-term pick.

10 stocks we like better than Super Micro Computer ›

Three years ago, OpenAI's ChatGPT introduced generative AI to the world. The technology has since grown to underpin a multi-billion-dollar industry, making chipmaker Nvidia the world's most valuable company.

That said, investors now face the challenges of finding overlooked AI stocks that haven't been caught up in the hype. Let's discuss three reasons why Super Micro Computer (NASDAQ: SMCI) could be a good long-term pick.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

Serious person looking at a computer screen.

Image source: Getty Images.

1. The AI hardware opportunity looks resilient

As with any hyped-up new technology, there are growing fears that generative AI could be a bubble. This month, the Massachusetts Institute of Technology (MIT) published a report suggesting that only 5% of AI pilot programs deliver rapid revenue acceleration for corporate clients (the other 95% made little impact). But while this report spooked many investors, it's essential to look at the situation in its full context.

When a new technology is introduced, there will be a learning curve as companies and executives learn how to make it work or integrate it into their existing workflows. A similar challenge occurred with the internet in the early 2000s, and generative AI will probably be no exception.

Furthermore, as a hardware supplier, Super Micro operates on the "picks and shovels" side of AI -- selling computer servers and liquid cooling systems for data centers. This niche focus means its business can still succeed, even if the end clients don't profit. The stock allows investors to bet on AI as a whole without trying to pick winners in the increasingly competitive and uncertain software side of the industry.

2. The recent drop could be a good entry point

Super Micro's fourth-quarter earnings were weaker than expected. Revenue came in at $5.76 billion compared to analysts' expectations of $5.89 billion. And management cites operational challenges like tariffs, which could impact its globalized manufacturing supply chain.

That said, the situation isn't all bad. Investors should remember that Super Micro is still growing. In fact, its top line increased 8% compared to the prior year period, which means there is still healthy demand for its products. And while President Donald Trump's global trade war could be a near-term hit to margins, Super Micro aims to limit this challenge by boosting its U.S. manufacturing capabilities in California and potentially expanding to additional, lower-cost states like Mississippi and Texas.

3. Rock-bottom valuations

The final and biggest reason for investors to take a closer look at Super Micro is its low price tag. While the company clearly has some struggles, these are already priced into its valuation. Shares still trade at a whopping 64% discount to their all-time high of $118 reached in March 2024.

A big part of Super Micro's decline had to do with scandals involving delayed financial filings with the Securities and Exchange Commission (SEC) and a now-discredited short-seller report that accused its management of accounting irregularities (in December, an independent special committee found no evidence of misconduct). But while these issues look resolved, some investors are still shying away from the equity.

With a forward price-to-earnings (P/E) multiple of 17, Super Micro trades at a sharp discount to both the S&P 500 average of 23 and other AI hardware alternatives like Nvidia and Advanced Micro Devices, which boast forward P/Es of 40 and 43, respectively. While the company doesn't have the economic moat or growth potential of a specialized chipmaker, it looks like a compelling value-oriented pick in an incredibly hyped up industry.

Should you invest $1,000 in Super Micro Computer right now?

Before you buy stock in Super Micro Computer, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Super Micro Computer wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,993!*

Now, it's worth noting Stock Advisor's total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. 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 25, 2025

Will Ebiefung has positions in Super Micro Computer. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy.

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3 Reasons to Buy Super Micro Stock Before It's Too Late

3 Reasons to Buy Super Micro Stock Before It's Too Late Will Ebiefung, The Motley FoolAugust 26, 2025 at 5:15 AM Key Points Co...

US stock futures lower after Trump fires Fed Governor Lisa Cook Medora Lee, USA TODAY August 26, 2025 at 5:19 AM U.S. stock futures are lower after President Donald Trump fired Federal Reserve Governor Lisa Cook, saying she submitted fraudulent mortgage applications.

- - US stock futures lower after Trump fires Fed Governor Lisa Cook

Medora Lee, USA TODAY August 26, 2025 at 5:19 AM

U.S. stock futures are lower after President Donald Trump fired Federal Reserve Governor Lisa Cook, saying she submitted fraudulent mortgage applications.

"I have determined that there is sufficient cause to remove you from your position," Trump wrote in a letter to Cook posted on social media.

Cook responded by saying Trump has no authority to fire her and said she wouldn't resign.

AT 6:15 a.m ET, futures tied to the blue-chip Dow fell -0.14%, while broad S&P 500 futures slipped -0.08% and tech-heavy Nasdaq futures lost -0.06%.

The firing is Trump's latest attack on a Fed member. For months, he has on-and-off again suggested firing Fed Chair Jerome Powell or getting him to resign.

Since the Fed's founding in 1913, no member of the Fed's seven-person board of governors has ever been fired by the president until now. The legality of Trump's move will be up for debate and may end up in court if Cook challenges the firing.

A Trump Fed?

"If the president were successful, the outcome would be momentous," said Michael Feroli, chief U.S. economist at JP Morgan.

Cook's removal would open another spot on the Fed Board for Trump to fill the way he wants and give his appointees a majority on the Fed board. Trump recently nominated Chair of the Council of Economic Adviser, Stephen Miran to fill a seat vacated by President Joe Biden appointee Adriana Kugler's resignation. Fed Goverors Christopher Waller and Michelle Bowman are Trump appointees.

Powell's term also expires in May, and Trump has already begun to float names of candidates.

"Perhaps the more relevant outcome of a successful removal of Cook is that other governors could potentially be exposed to removal as well,"Feroli said. "This would add to upside inflation risks."

A Wall Street sign hangs in front of a U.S. Flag outside the New York Stock Exchange (NYSE) before the Federal Reserve announcement in New York City, U.S., September 18, 2024. REUTERS/Andrew KellyCompany news -

Interactive Brokers will join the S&P 500 index, beginning before the market opens on Aug. 28.

Cryptocurrency

French chipmaker Sequans is the latest company aiming to build a corporate Bitcoin treasury. It said it filed for a $200 million at-the-market equity offering to pay for its longer-term aim to accumulate100,000 Bitcoin by 2030.

Medora Lee is a money, markets and personal finance reporter at USA TODAY. You can reach her at [email protected] and subscribe to our free Daily Money newsletter for personal finance tips and business news every Monday through Friday morning.

This article originally appeared on USA TODAY: US stock futures lower after Trump fires Fed Governor Lisa Cook

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US stock futures lower after Trump fires Fed Governor Lisa Cook

US stock futures lower after Trump fires Fed Governor Lisa Cook Medora Lee, USA TODAY August 26, 2025 at 5:19 AM U.S. stock futur...

AT&T to buy spectrum licenses from EchoStar for about $23 billion August 26, 2025 at 5:34 AM (Reuters) U.S. telecom giant AT&T said on Tuesday it has agreed to buy certain wireless spectrum licenses from EchoStar for about $23 billion. (Reporting by Harshita Mary Varghese in Bengaluru)

- - AT&T to buy spectrum licenses from EchoStar for about $23 billion

August 26, 2025 at 5:34 AM

(Reuters) -U.S. telecom giant AT&T said on Tuesday it has agreed to buy certain wireless spectrum licenses from EchoStar for about $23 billion.

(Reporting by Harshita Mary Varghese in Bengaluru)

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AT&T to buy spectrum licenses from EchoStar for about $23 billion

AT&T to buy spectrum licenses from EchoStar for about $23 billion August 26, 2025 at 5:34 AM (Reuters) U.S. telecom giant AT...

1 Nuclear Energy Stock Up Over 900% in the Past 365 Days Scott Levine, The Motley FoolAugust 26, 2025 at 2:05 AM Key Points Oklo is developing small modular reactors called Aurora powerhouses. The company has received steady interest from data center developers.

- - 1 Nuclear Energy Stock Up Over 900% in the Past 365 Days

Scott Levine, The Motley FoolAugust 26, 2025 at 2:05 AM

Key Points -

Oklo is developing small modular reactors called Aurora powerhouses.

The company has received steady interest from data center developers.

While the stock's rise is impressive, there are substantial risks with investments in Oklo stock.

10 stocks we like better than Oklo ›

Several years ago, nuclear energy investments were a rarely discussed niche of the renewable energy market that held little promise for serious growth.

Boy, have things changed.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

A person raises the glasses off of their face while looking at a smartphone.

Image source: Getty Images.

Today, escalating generative artificial intelligence (AI) usage and other sorts of AI computing are starting to strain the electrical grid. Fretful of how they will ensure adequate power supply, AI companies are investing heavily in data center infrastructure.

Couple this with the fact that nuclear companies are making steady progress toward making their small modular reactors commercially viable, and it's no wonder why Oklo (NYSE: OKLO) stock has soared 940% over the past year.

A tide of catalysts has helped buoy Oklo stock higher

Over the past year, investors have consistently celebrated Oklo's success in growing its backlog. In November, it announced it had received letters of intent from two customers to deliver up to 750 megawatts of power for data centers across the U.S. The following month, Oklo announced an agreement with Switch, an AI data center developer, to deploy 12 gigawatts of Oklo's Aurora powerhouse projects through 2044.

Contributing further to Oklo stock's rise -- and the rise of other nuclear energy stocks -- President Donald Trump signed executive orders last May that are intended to spur development of the nuclear energy industry.

Can Oklo stock continue to soar over the next year?

While Oklo stock has skyrocketed higher over the past year, shares can certainly maintain the same upward trajectory. Unlike NuScale Power, Oklo doesn't have a design approved by the U.S. Nuclear Regulatory Commission. Should the company make substantial progress toward receiving the requisite certifications, it's likely that Oklo stock will race higher. Similarly, if Oklo inks more agreements with data center companies, investors will likely bid the stock higher.

Despite the potential for shares to continue rising, investors should recognize the fact that the company's not generating revenue and there's no certainty that, if it does, it will subsequently generate profits. Those looking to mitigate those considerable risks may be more interested in a nuclear energy exchange-traded fund (ETF) to gain industry exposure.

Should you invest $1,000 in Oklo right now?

Before you buy stock in Oklo, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oklo wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,993!*

Now, it's worth noting Stock Advisor's total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. 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 25, 2025

Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

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1 Nuclear Energy Stock Up Over 900% in the Past 365 Days

1 Nuclear Energy Stock Up Over 900% in the Past 365 Days Scott Levine, The Motley FoolAugust 26, 2025 at 2:05 AM Key Points Oklo i...

Billionaire Philippe Laffont Sold 53% of Coatue's AMD Stake in Favor of an ETF Whose Underlying Asset Has Gained Nearly 165,000,000% in 15 Years Sean Williams, The Motley FoolAugust 26, 2025 at 2:06 AM Key Points Form 13Fs are an invaluable tool that allows investors to follow which stocks, exchange...

- - Billionaire Philippe Laffont Sold 53% of Coatue's AMD Stake in Favor of an ETF Whose Underlying Asset Has Gained Nearly 165,000,000% in 15 Years

Sean Williams, The Motley FoolAugust 26, 2025 at 2:06 AM

Key Points -

Form 13Fs are an invaluable tool that allows investors to follow which stocks, exchanged-traded funds (ETFs), and select options Wall Street's premier money managers are buying and selling.

Billionaire Philippe Laffont is an avid artificial intelligence (AI) investor, but he's been paring down his position in Advanced Micro Devices (AMD) since mid-2023.

Coatue's most eyebrow-raising purchase in the June-ended quarter is an ETF whose underlying asset has crushed Wall Street's major stock indexes since August 2010.

10 stocks we like better than iShares Bitcoin Trust ›

Less than two weeks ago, on Aug. 14, one of Wall Street's most important data dumps occurred, and there's a real chance you might have missed it.

No later than 45 calendar days after a quarter ends, institutional investors are required to file Form 13F with the U.S. Securities and Exchange Commission. A 13F is a filing that allows investors to see which stocks, exchange-traded funds (ETFs), and select options Wall Street's top-tier money managers purchased and sold in the latest quarter.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

Don't get me wrong -- generally nothing is more valuable than earnings season and getting a bead on the financial health of the stock market's leading businesses. However, being able to track which stocks, industries, sectors, and trends have intrigued Wall Street's savviest fund managers can be equally telling.

A stock chart displayed on a computer monitor that's reflecting on the eyeglasses of a money manager.

Image source: Getty Images.

The June-ended quarter was an especially busy period for Coatue Management's billionaire boss Philippe Laffont. He opened 13 new positions and added to 19 existing holdings, as well as reduced his fund's stake in 19 positions and sent 13 packing. Among this laundry list of trades, two stand out.

On one end of the spectrum, Laffont meaningfully reduced Coatue's stake in artificial intelligence (AI) titan Advanced Micro Devices (NASDAQ: AMD), which is commonly referred to by its shorthand, "AMD." But at the same time, he was scooping up an ETF whose underlying asset has crushed Wall Street's major stock indexes over the past 15 years.

Billionaire Philippe Laffont continued to chip away at his fund's AMD stake

Among billionaire fund managers, Laffont is one of the few who's aggressively investing in the AI revolution. Though he's found quite a few artificial intelligence stocks to captivate his attention (and Coatue's capital), he's been a persistent seller of AMD stock over the last two years.

At the midpoint of 2023, AMD was Coatue Management's fifth-largest holding by market value, with Laffont overseeing 13,974,624 shares. But as of June 30, 2025, this position has been whittled down to "just" 1,530,241 shares, with 53% of Coatue's remaining stake (1,709,930 shares) shown to the door during the second quarter.

Profit-taking is the most-logical of all explanations as to why Laffont has been a relatively persistent seller of AMD stock. When he was building his fund's position in AMD, its shares regularly traded between $60 and $100. Much of Laffont's off-loading has occurred with shares of the company priced firmly between $100 and $200.

Based on 13F data aggregated by WhaleWisdom.com, Coatue Management's top-10 positions have been held for an average of a little over 18 months. In short, its billionaire boss isn't shy about cashing in his chips when the opportunity presents itself.

But it's also possible there may be more to this selling activity than just a desire to lock in gains.

One of the biggest question marks is whether or not AMD can become a serious competitor to Nvidia in AI-accelerated data centers. The latter has seen its Hopper (H100) and Blackwell graphics processing units (GPUs) dominate in enterprise data centers, while AMD's Instinct series chips have been left with minimal share. On a compute basis, AMD isn't relatively close to Nvidia's hardware.

If there is a silver lining here, it's that AMD's AI-GPU pricing power may be improving. In late July, it sizably increased the selling price of its high-end Instinct MI350 AI-accelerating chip by $10,000 to $25,000. This implies strong demand for AI hardware (not all of which can be met by Nvidia), as well as the potential for ongoing AI-GPU scarcity, which is beneficial to its growth and margins.

Philippe Laffont may also have valuation concerns. AMD hasn't been blowing away Wall Street's consensus sales and profit expectations like other AI leaders. It's valued at 43 times forecast earnings per share (EPS) for the current year, which is a notable premium in an already historically pricey stock market.

A physical gold Bitcoin stood on its side in front of a digital cryptocurrency chart.

Image source: Getty Images.

Coatue's billionaire chief loaded up on Wall Street's most-popular Bitcoin ETF

Though it wasn't the biggest new addition during the June-ended quarter on a dollar basis, the most eyebrow-raising purchase for Laffont was one of the most-popular Bitcoin (CRYPTO: BTC) ETFs, the iShares Bitcoin Trust ETF (NASDAQ: IBIT).

According to Coatue's 13F, Laffont oversaw the purchase of 56,508 shares of the iShares Bitcoin Trust ETF, worth about $3.5 million by the midpoint of 2025. The underlying asset (Bitcoin) that this ETF attempts to mirror the performance of has risen by nearly 165,000,000% -- no, that's not a typo -- over the trailing-15-year period.

The beauty of ETFs is they provide investors with instant diversification or concentration in one click. The best thing about Bitcoin (and other cryptocurrency) ETFs is they afford investors exposure without having to buy digital assets on an unknown or untrusted platform. It's viewed as a safe and liquid way to mirror the price movements of Bitcoin.

One of the likely reasons Coatue's billionaire chief opened a position in the iShares Bitcoin Trust ETF is as a hedge against inflation. Whereas U.S. money supply continues to expand to fresh all-time highs, and President Trump's tariffs are expected to have a modest inflationary impact, the lifetime mined supply of Bitcoin is capped at 21 million tokens. This perception of a supply ceiling makes Bitcoin an advantaged asset in an inflationary climate.

In addition, Philippe Laffont may have established a position ahead of President Trump's signing of cryptocurrency legislation. The Trump administration has taken a favorable view toward digital currencies, which has encouraged institutional investment into Bitcoin and other digital assets.

But in spite of Bitcoin's almost 165,000,000% gain spanning 15 years, it's not a slam-dunk investment going forward. It failed the real-world utility test in El Salvador, and its blockchain network is neither the fastest nor the cheapest. While it once possessed first-mover advantages, it's become a first-generation network that's been long surpassed by third-generation blockchain networks, in terms of utility.

Bitcoin's token cap is also something of a mirage. Whereas physical commodities are genuinely limited to what can be mined on planet Earth, Bitcoin's token cap is based on lines of computer code that can be changed with developer consensus. Even though consensus is unlikely, the chance of this happening isn't zero.

Lastly, steep bear market declines and emotion-driven downturns are par for the course when owning cryptocurrencies. Bitcoin has endured over a half-dozen declines of at least 50% since its inception, which suggests another sizable decline is inevitable sooner, rather than later.

Should you invest $1,000 in iShares Bitcoin Trust right now?

Before you buy stock in iShares Bitcoin Trust, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and iShares Bitcoin Trust wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,993!*

Now, it's worth noting Stock Advisor's total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. 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 25, 2025

Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Bitcoin, and Nvidia. The Motley Fool has a disclosure policy.

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Billionaire Philippe Laffont Sold 53% of Coatue's AMD Stake in Favor of an ETF Whose Underlying Asset Has Gained Nearly 165,000,000% in 15 Years

Billionaire Philippe Laffont Sold 53% of Coatue's AMD Stake in Favor of an ETF Whose Underlying Asset Has Gained Nearly 165,00...

 

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