|Bid||159.43 x 800|
|Ask||159.69 x 1000|
|Day's Range||157.31 - 159.95|
|52 Week Range||124.46 - 292.76|
|Beta (3Y Monthly)||2.28|
|PE Ratio (TTM)||24.01|
|Earnings Date||May 15, 2019|
|Forward Dividend & Yield||0.64 (0.41%)|
|1y Target Est||186.26|
Nividia was tech’s hottest stock for much of 2018, but the company’s growth has flatlined with the crypto crash and a disappointing product cycle
Nvidia will likely emerge a winner from a slowdown in "Moore's Law," which states the number of transistors on a chip can double every two years while costs can be slashed in half, Bhatti said in the Friday initiation note. CPU performance gains are showing slights of stalling given the rise of the heavy computing power that machine learning requires, the analyst said.
Nowadays, there are ETFs for an increasingly wide array of investment concepts and niches, and big data ETFs have been sprouting up over the past several years.Yes, "big data" refers to large sets of data, but there is more to it."Big data is a term that describes the large volume of data -- both structured and unstructured -- that inundates a business on a day-to-day basis," according to SAS. "But it's not the amount of data that's important. It's what organizations do with the data that matters. Big data can be analyzed for insights that lead to better decisions and strategic business moves."InvestorPlace - Stock Market News, Stock Advice & Trading TipsBolstering the long-term case for big data ETFs are the wide-ranging applications of big data. Big data's applications and utility are relevant to multiple industries ranging from the public sector to education to healthcare to transportation and many more. * 9 High-Growth Stocks to Buy Now for Monster Returns Here are some of the premier big data ETFs to consider for exposure to this booming theme. Global X Future Analytics Tech ETF (AIQ) Expense ratio: 0.68% per year, or $68 on a $10,000 investment.The original big data ETF closed a while back, so for the time being, the Global X Future Analytics Tech ETF (NASDAQ:AIQ) is one of the closest products investors have to a dedicated big data ETF. AIQ, which debuted last May, follows the Indxx Artificial Intelligence & Big Data Index.The fund "seeks to invest in companies that potentially stand to benefit from the further development and utilization of artificial intelligence (AI) technology in their products and services, as well as in companies that provide hardware facilitating the use of AI for the analysis of big data," according to Global X.AIQ is home to 80 stocks and while predictably heavy on technology stocks (60.54% of the fund's weight), this big data ETF allocates nearly 34% of its combined weight to the communication services and industrial sectors. Familiar names among AIQ's top 10 holdings include Facebook (NASDAQ:FB) and Netflix (NASDAQ:NFLX)."As the accumulation of data continues to grow, so does the potential of AI systems. Some estimates hold that the emergence of AI could contribute up to $15.7 trillion to global GDP in 2030 -- more than the current output of China and India combined," according to Global X. ALPS Disruptive Technologies ETF (DTEC)Expense ratio: 0.50% per year, or $50 on a $10,000 investment.With so few dedicated big data ETFs currently on the market, the ALPS Disruptive Technologies ETF (NYSEARCA:DTEC) makes for an ideal alternative. Not only that, but DTEC is one of the best ETFs for investors looking to augment or move away from traditional tech funds to focus on the fast-growing themes of tomorrow.DTEC features equal-weight exposure to 10 next generation technology theme, including data and analytics. Other themes featured in DTEC include 3D printing, cloud computing, fintech, mobile payments and robotics."Data and analytics is a disruptive technology which enables business users to process every granular bit of data in quicker way, removing the traditional need for sampling & then applying models," according to ALPS. "It encourages an investigative approach in users for data analysis since they get access to the whole data. It can reveal insights hidden in the data, which were previously too costly due to large data movements." * 3 Gold Stocks Percolating Right Now Year-to-date and over the past 12 months, DTEC is easily outperforming the Nasdaq. SPDR Kensho New Economies Composite ETF (KOMP)Expense ratio: 0.30% per year, or $30 on a $10,000 investment.Having debuted last October, the SPDR Kensho New Economies Composite ETF (NYSEARCA:KOMP) is one of the newer entrants to the fray of big data ETFs and its inclusion here is admittedly loose, but still relevant. While it is not a dedicated big data ETF, KOMP is something of a quant fund.KOMP follows an "index utilizing artificial intelligence and a quantitative weighting methodology to pursue the potential of a new economy fueled by innovative companies disrupting traditional industries by leveraging advancements in exponential processing power, artificial intelligence, robotics, and automation," according to State Street.Remembering that big data has applications across multiple industries, KOMP is a relevant big data ETF because the fund features exposure to 15 industry groups with aerospace and defense, application software and semiconductor names combining for 22% of the fund's weight. ARK Web x.O ETF (ARKW)Expense ratio: 0.75% per year, or $75 on a $10,000 investment.Like several of the other funds highlighted here, the actively managed ARK Web x.O ETF (NYSEARCA:ARKW) is not a dedicated big data ETF, but the fund does have some big data exposure."Companies within ARKW are focused on and expected to benefit from shifting the bases of technology infrastructure to the cloud, enabling mobile, new and local services, such as companies that rely on or benefit from the increased use of shared technology, infrastructure and services, internet-based products and services, new payment methods, big data, the internet of things, and social distribution and media," according to ARK Investment Management. * 7 Healthy Dividend Stocks to Buy for Extra Stability Top 10 holdings in the $382 million ARKW include NVIDIA (NASDAQ:NVDA) and Tesla (NASDAQ:TSLA). Since inception in September 2014, ARKW has posted average annualized returns of more than 24%, according to issuer data. Robo Global Robotics & Automation Index ETF (ROBO)Expense ratio: 0.95% per year, or $95 on a $10,000 investment.The original and still one of the largest robotics ETFs, the Robo Global Robotics & Automation Index ETF (NASDAQ:ROBO) has some credibility as a big data ETF due to the intersections of automation and robotics with big data.Artificial intelligence "leverages unstructured customer interactions along with structured customer data, and applies text analytics and multiple machine learning models to deliver accurate predictions about churn risk, winback" and other business-related applications, according to ETF Trends.ROBO holds almost 90 stocks, 74% of which are either mid- or small-cap names. About half of ROBO's components are technology stocks, but the fund features significant exposure to the healthcare and industrial sectors, too. Following a rough 2018, ROBO is up 19% year-to-date.Todd Shriber does not own any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 6 Hot Stocks For Goldman Sachs' New Investing Strategy * 10 Smart Money Stocks to Buy Now * The 10 Best Cheap Stocks to Buy Right Now Compare Brokers The post 5 Big Data ETFs for Big Profits appeared first on InvestorPlace.
Coca-Cola and Kraft-Heinz Don’t Seem to Work for Buffett AnymoreKraft and Coca-ColaThe Kraft Heinz Company (KHC) is down 27.8% today as of 11:30 AM EST. The company fell sharply in after-hours trading yesterday after its earnings missed
Like most other semiconductor firms, Micron Technology (NASDAQ:MU) has incurred a rather interesting 14-month period. In the first half of 2018, MU stock got off to a blistering start, gaining over 26%. But the house came tumbling down shortly thereafter, leaving many shareholders running for cover.Source: Mike Deal via FlickrThis year, the overall sentiment appears much more promising. Clawing back some of last year's losses, Micron stock has skyrocketed 36% since the January opener. The move also keeps pace with competitors like Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). But despite the early enthusiasm, MU shares have found themselves in an unexpectedly awkward situation.For starters, the MU stock price finds itself sandwiched between the 50-day moving average below, and the 200 DMA above. This setup not only indicates the ferocious volatility that shares incurred last year, but also broader hesitancy towards the company.InvestorPlace - Stock Market News, Stock Advice & Trading TipsSecond, Micron stock has gone virtually nowhere since January 2018's opening volley. Since the tech firm obviously doesn't pay out a dividend, investors have no reason to hold their position unnecessarily. Therefore, the present pensiveness is a real problem. * 9 High-Growth Stocks to Buy Now for Monster Returns So what's the next move? For a tech firm, nothing moves sentiment quite like a groundbreaking product. With Micron's 3D XPoint technology, the embattled organization appears to have a lifeline.You don't have to be a techie to appreciate the implications behind 3D XPoint. However, the directional impact towards the MU stock price remains surprisingly questionable. Why 3D XPoint Is a Gamechanger for MU StockDeveloped through a joint venture between Micron and Intel (NASDAQ:INTC), 3D XPoint represents the next phase of non-volatile, solid-state storage. According to Micron's website, this new tech features "1,000 times lower latency and exponentially greater endurance than NAND."That's great news for tech nerds, apparently. But let's break down what this means for the investor. Primarily, 3D XPoint sits in a pricing sweet-spot between the two established solid-state storage technologies, DRAM and NAND.Back in spring of 2017, DRAM cost a little more than $5 per gigabyte (GB). NAND sat on the cheapest end at 25 cents per GB. However, during development, experts forecasted 3D XPoint to split the gap at $2.40 per GB.True, these are old statistics, and memory chips feature incredible volatility. Historically, this was one of the key reasons why the MU stock price was equally volatile. However, the data provides a comparative analysis which remains relevant today.Another tailwind that drives Micron stock is the emerging industry for data centers. With both big and small businesses increasingly shifting towards the cloud, data centers have received massive revenue influxes. However, that demand also stresses technical components like NAND chips.But as I briefly mentioned, 3D XPoint is significantly more robust than NAND. The former's impressive tech credentials translates to million-plus write cycles. As ComputerWorld.com's Lucas Mearian noted, 3D XPoint will essentially last forever. Pricing Also Hurts Micron StockGiven the new chip's profound cost-savings against DRAM and performance superiority over NAND, buying MU stock appears a no-brainer. With just a simple explanation, you can convince even the most tech-ignorant investor to jump onboard.Or maybe not. Ironically, the pricing tailwinds that benefit Micron stock also represent a significant headwind. A nagging issue is that 3D XPoint won't disrupt NAND chips into irrelevancy or obsolescence. As Mearian stated, NAND still enjoys a long development road map. According to some industry experts, NAND can maintain relevancy into at least 2025.That's a problem because a new tech that partially markets a pricing advantage should make the replaced tech economically inefficient. However, 3D XPoint won't displace NAND broadly. Instead, you'll likely see the biggest impact in the data centers.But more critically, 3D XPoint doesn't have as many advantages over DRAM. In terms of latency (data-transfer delays), 3D XPoint is ten-times higher than DRAM. So the key advantage here is cost.Here's where the problem comes in: DRAM enjoyed a massive price increase in 2018, but that trend could crumble later this year. One doom-and-gloom forecast targets a drop from the current $7.07 per GB to a shocking $2.57 per GB.If that happens, DRAM would only offer a marginal cost benefit to 3D XPoint. Further, unusual pricing dynamics could make DRAM cheaper than the upstart chip. At that hypothetical juncture, Micron may as well change the project name to 3D XPointless. Should You Buy MU stock?Despite the uncertainties surrounding 3D XPoint, I'm net bullish on Micron stock.Of course, I'm concerned about DRAM's negative (relative to the MU investor) pricing forecast. The negative prognostications could come true, or it might not.Even if it does, let's look at the longer term. Intel and Micro developed 3D XPoint with pricing advantages in mind. Therefore, barring unusual situations, computer chips don't discount themselves in a vacuum. Instead, a secular fall in DRAM pricing would likely also see discounts for 3D XPoint, thereby maintaining the pricing advantage.Plus, the MU stock price itself represents a pricing opportunity. I recommended buying shares last December, and that idea played out very nicely. But relative to its recent highs, MU is still a bargain.As of this writing, Josh Enomoto did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 6 Hot Stocks For Goldman Sachs' New Investing Strategy * 10 Smart Money Stocks to Buy Now * The 10 Best Cheap Stocks to Buy Right Now Compare Brokers The post The 3D XPoint Could Be a True Game Changer for MU Stock appeared first on InvestorPlace.
U.S. equities took a bit of a breather on Thursday as U.S.-China trade talks intensify. Reports are that negotiators are working up six memorandums of understanding (MoUs) on structural issues such as technology transfers, currency movements, agriculture and more.Hopes are high that a deal gets cobbled together, removing the threat of further tariffs, and freeing the Trump Administration to focus on worsening trade tensions with the Europeans. * 10 Monthly Dividend Stocks to Buy to Pay the Bills On the economic front, there's been good news as well with durable goods orders increasing 1.2% in December and the latest Federal Reserve meeting minutes suggesting that "quantitative tightening" could be wound down later this year. As a result, a number of large-cap stocks are looking ready to extend their rebounds. Here are five to watch:InvestorPlace - Stock Market News, Stock Advice & Trading Tips Ford (F)Ford (NYSE:F) shares have rallied to the upper end of its three-month consolidation range, retaking its 50-day moving average. This has set up a challenge of its October-December highs. F stock is at the center of an auto tariff standoff between the United States and Europe, with President Trump threatening further action if a deal can't be made. Yet hope springs eternal.The company will next report results on April 24 after the close. Analysts are looking for earnings of 26 cents per share on revenues of $37.4 billion. When the company last reported on Jan. 23, earnings of 30 cents per share matched estimates on a 0.5% rise in revenues. AT&T (T)Shares of AT&T (NYSE:T) are crossing over their 200-day moving average for the first time since October, marking a rise of roughly 20% off of their December lows. President Trump voiced his excitement over new wireless technologies such as 5G, despite security concerns over Chinese hardware manufacturers, suggesting his government will support "even 6G" as soon as possible. * 8 Cheap Stocks That Cost Less Than $10 The company will next report results on May 1 before the bell. Analysts are looking for earnings of 87 cents per share on revenues of $45.5 billion. When the company last reported on Jan. 30, earnings of 86 cents per share beat estimates by 2 cents on a 15.2% rise in revenues. AMD (AMD)AMD (NASDAQ:AMD) shares are extending away from their 20-day moving average in what looks like a picture perfect lift off of a five-month basing pattern. Watch for a move to the mid-October reaction high, which would be worth a gain of roughly 20% from here amid steady interest in semiconductor stocks.The company will next report results on April 30 after the close. Analysts are looking for earnings of 2 cents per share on revenues of $1.3 billion. When the company last reported on Jan. 29, earnings of 8 cents per share matched estimates on a 5.9% rise in revenues. US Steel (X)US Steel (NYSE:X) shares are extending above a three-month uptrend channel, setting the stage for a march to the early November highs and a possible break of the long-term downtrend channel that has been in place since early 2018. Shares were recently upgraded to Buy by analysts at Berenberg. * 7 Restaurant Stocks to Watch in 2019 The company will next report results on May 1 after the close. Analysts are looking for earnings of 42 cents per share on revenues of $3.3 billion. When the company last reported on Jan. 30, earnings of $1.82 missed estimates by a penny on a 17.8% rise in revenues. Nvidia (NVDA)Shares of Nvidia (NASDAQ:NVDA) are challenging the highs of a sideways channel that goes back to November and capped a nasty decline of more than 50% from the early October highs. A lot of headwinds have been priced into NVDA stock now -- from a slowdown in cryptocurrency-related demand to fresh competition from AMD -- presenting a modicum of value amid its exposure to trends like self-driving cars and AI.The company will next report results on May 16 after the close. Analysts are looking for earnings of 60 cents per share on revenues of $2.2 billion. When the company last reported on Feb. 14, earnings of 80 cents per share beat estimates by 5 cents despite a 24.3% decline in revenues.As of this writing, William Roth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 6 Hot Stocks For Goldman Sachs' New Investing Strategy * 10 Smart Money Stocks to Buy Now * The 10 Best Cheap Stocks to Buy Right Now Compare Brokers The post 5 Large-Cap Stocks Prepping for a Rebound appeared first on InvestorPlace.
Tesla Stock Rises, Elon Musk’s Big China Push Raises HopesTesla On February 22, Tesla (TSLA) stock is recovering after falling 3.7% the previous day. At 8:36 AM EST, the stock was trading with 1.1% gains in the pre-market session. We’ll discuss
SANTA CLARA, Calif., Feb. 22, 2019 -- NVIDIA today introduced the GeForce® GTX® 1660 Ti, a new gaming GPU that delivers a big step up in performance and power efficiency for.