The Motley Fool

MARCH 11, 2025

The tech-laden Nasdaq Composite index is having a forgettable 2025 so far as it recently entered correction territory following remarkable gains in 2023 and 2024 thanks to catalysts such as artificial intelligence (AI). Specifically, Nvidia stock shot a remarkable 820% over 2023 and 2024, fueled by terrific growth in its revenue and earnings.

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The Motley Fool

JANUARY 13, 2025

trillion in 2023. 2023 gross domestic product (GDP) for Germany, Japan, India, the U.K., Let's go with "multitrillion" referring to $3 trillion, which is a conservative assumption. Here is some data to help put this massive number in context: The global car market was worth an estimated $3.4 trillion, $4.2 trillion, $3.6 trillion, $3.4

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Private Equity Insights

MARCH 26, 2025

Family Dollar has underperformed within Dollar Trees broader portfolio, prompting the retailer to evaluate alternatives since mid-2023. The divestment comes amid a corporate restructuring effort as the company faces intensifying competition from retail giants like Walmart and online challengers including Amazon, Shein, and Temu.

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The Motley Fool

FEBRUARY 21, 2025

Image source: DLocal 2023 investor presentation. Pedro Arnt's move from MercadoLibre is encouraging Investors should note the leadership of CEO Pedro Arnt, who came from Latin American e-commerce and fintech juggernaut MercadoLibre in 2023.

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The Motley Fool

NOVEMBER 16, 2024

It expanded its food delivery business by acquiring Postmates in 2020, and it turned profitable in 2023 by exiting its weaker overseas markets and divesting its non-core divisions. Image source: Uber. Uber's stock bounced back as the pandemic headwinds dissipated.

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The Motley Fool

NOVEMBER 10, 2024

Its revenue rose 47% in 2020 and 41% in 2021, but it grew just 24% in 2022 and 17% in 2023. As a result, it turned profitable on the basis of generally accepted accounting principles ( GAAP ) in 2023. From 2023 to 2026, they expect its revenue to have a compound annual growth rate (CAGR) of 23% as its EPS has a CAGR of 59%.

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The Motley Fool

DECEMBER 19, 2024

Ackman first initiated a position in Alphabet in early 2023 when OpenAI's ChatGPT was taking the world by storm. However, as Ackman told CNBC in a September 2023 interview, "Google really fumbled their offering." Alphabet stock has soared nearly 90% since the end of the first quarter of 2023 when Ackman first invested in it.

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The Motley Fool

APRIL 3, 2025

Take an investor presentation from June 2023, for example, when the company projected it would book 2023 annual revenue of $1.2 billion to $1.4 billion and a gross profit of $50 million to $140 million. Instead, the company posted revenue and a gross loss of $891.3 million and $507.8 million, respectively. million in 2024.

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The Motley Fool

DECEMBER 10, 2024

For comparison, generative AI accounted for 15% of Broadcom's fiscal 2023 semiconductor revenue of $28 billion -- just $4.2 Importantly, that includes the revenue contribution from VMware, which it acquired in November 2023. billion in revenue in fiscal Q4, which would be a 51% increase from the prior year.

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The Motley Fool

FEBRUARY 21, 2025

data center capacity could rise at an annual rate of between 19% and 22% from 2023 to 2030. That's up from $91 billion in revenue in 2023, which represented just 15.8% As the largest cloud service provider in the world, AWS benefits greatly from the AI industry's rising demand for more cloud resources. According to McKinsey & Co.,

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The Motley Fool

JANUARY 16, 2025

In 2023, the company reported an operating profit of $28.7 Here's a breakdown of how it has performed versus the broad index going back to 2018, which was the last time it was a market-beating stock. Year Verizon Stock S&P 500 2024 6.1% 2022 -24.2% -19.4% 2018 6.2% -6.2% Source: yCharts. gain in 2019.

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The Motley Fool

DECEMBER 16, 2024

In April 2023, Palantir released its fourth major product called the Artificial Intelligence Platform (AIP). Metric Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Revenue growth (% year over year) 17% 20% 21% 27% 30% Customer count 453 497 554 593 629 Adjusted gross margin 82% 84% 83% 83% 82% Adjusted free cash flow $140.8

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The Motley Fool

NOVEMBER 15, 2024

Since early 2024, we achieved significantly better results than in 2023 as our business, sales teams, and markets is on better footing, as evidenced by our ability to generate record Q3 results and accelerate our growth prospects by winning partnerships with some of the world's top companies. million, achieving 12% growth from Q3 2023.

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The Motley Fool

JANUARY 16, 2025

Nvidia was reportedly the second-largest customer of TSMC in 2023, accounting for 11% of the manufacturer's top line. TSMC's revenue in December 2023 was down 8% year over year, so the sharp increase in December 2024 revenue makes it clear that it is indeed manufacturing more chips for Nvidia this time around.

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The Motley Fool

NOVEMBER 11, 2024

Nvidia has tacked on well over $3 trillion in market cap since the start of 2023, and investors don't have to look hard to understand why. According to estimates from TechInsights, Nvidia accounted for 98% of GPUs shipped to data centers in 2022 and 2023, and seems unlikely to relinquish much of its market share this year.

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The Motley Fool

JANUARY 3, 2025

But shares currently trade at 52 times earnings , a discount to the multiple of 62 times earnings in January 2023. Indeed, the stock currently trades at 42 times earnings, which is double its valuation of 21 times earnings in early 2023. Long-term investors should feel comfortable buying this stock today.

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The Motley Fool

DECEMBER 6, 2024

trillion by 2035 (up from $630 billion in 2023), driven by demand for satellites, launches, navigational services and more. The industry is currently dominated by a few large companies, like SpaceX , with a 45% share of global satellite launches, as of 2023. According to McKinsey & Co., the global space economy could be worth $1.8

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The Motley Fool

OCTOBER 31, 2024

Otherworldly demand for AI-graphics processing units (GPUs) has helped Nvidia tack on more than $3 trillion in market value since the start of 2023. Between March 30, 2023 and June 30, 2024, Laffont oversaw the sale of 72% of his fund's stake in Nvidia. Meanwhile, Palantir's shares are up a cool 601% in roughly 22 months.

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Private Equity Professional

NOVEMBER 21, 2024

Over the past year, PST has expanded its operations with several notable acquisitions, including Austria-based Sensore Electronic in August 2023 and California-based SensoScientific in February 2023. in December 2023. Arcline’s third fund closed in March 2023, raising $4.5 The company is led by CEO Adam Markin.

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The Motley Fool

FEBRUARY 4, 2025

Shares have more than doubled since late 2023, contributing to the position's heavy weight in Berkshire's portfolio. He's willing to look past the volatility of oil prices, as he wrote in his 2023 letter to shareholders. "No That's just about the lowest price its traded for since the start of 2023. Card fees added $8.5

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The Motley Fool

FEBRUARY 20, 2025

billion was 26% higher than the fourth quarter of 2023 and 12% above the high end of our prior guidance range, driven by revenue outperformance and lower-than-expected adjusted fixed opex. For the full year, gross bookings of $166 billion increased 10% versus 2023, and revenue of $24 billion grew 11% year over year.

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The Motley Fool

FEBRUARY 27, 2025

increase compared to 2023. million for the year, which was a 335% jump compared to 2023. That's why during the fourth quarter of 2024 (ended Dec. 31), the company's annual recurring revenue (ARR) from its AI services soared by a whopping 160% compared to the year-ago period. million in total revenue during 2024, which was a 12.6%

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The Motley Fool

JANUARY 4, 2025

According to data from S&P Global Market Intelligence , aeronautics sales earned Northrop about a 10% operating profit margin in the first three quarters of 2024, similar to what it has earned in most years, with the exception of 2023. (If If you recall, 2023 was the year Northrop took a $1.3

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The Motley Fool

DECEMBER 26, 2024

So, if someone bought just $100 worth of Palantir stock at the end of 2023, their investment would now be worth $470. billion TSMC witnessed in its top line in 2023. The rapid uptake of artificial intelligence (AI) software solutions by organizations and governments played a central role in this terrific surge.

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The Motley Fool

DECEMBER 21, 2024

billion in revenue that the company generated from AI chips in fiscal 2023. The above chart points toward a nice acceleration in Broadcom's top line considering that it ended fiscal 2024 with organic revenue growth of 9% (excluding the acquisition of VMware, which was completed in November 2023). The chipmaker generated $12.2

Companies 246

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The Motley Fool

APRIL 7, 2025

Profit margins are expanding, with operating margin going from 27% in 2023 to 32% in 2024. Google Cloud is growing especially quickly due to artificial intelligence (AI), with 30% revenue growth last quarter. This margin expansion is a key reason why operating earnings have grown so quickly for Alphabet.

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The Motley Fool

JANUARY 14, 2025

decline in 2023. That would be a 25% improvement over its 2023 revenue. Taiwan Semiconductor Manufacturing Popularly known as TSMC, this foundry giant is coming off a terrific 2024. The company's revenue increased 34% last year, which was a big improvement over the 4.5% billion, which was higher than the growth analysts expected.

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The Motley Fool

APRIL 9, 2025

dip amid the collapse of the experimental Terra stablecoin in 2023. The big blip of USD Coin uncertainty in 2023 is barely visible: Tether Price data by YCharts Beyond Tether: The expanding stable of stablecoins Tether was the first name in the stablecoin game, and it's still the largest and most widely used option. billion.

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Private Equity Insights

JANUARY 15, 2025

While the 2024 figures represent a rebound from 2023, they remain below the highs of 2021, when deal value peaked at $1.17tn. The energy sector saw the most significant growth, with private equity deals totalling $346m, a sixfold increase from 2023, driven by demand linked to artificial intelligence. This growth comes despite a 6.5%

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The Motley Fool

FEBRUARY 27, 2025

in the fourth quarter of 2023. The halving process removes weaker hands from the crypto-production industry, leaving more of the rewards to the leading miners. As a result, MARA's share of the global mining awards rose to 5.6% in the fourth quarter, up from 4.8% in the previous period and 4.4%

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Private Equity Insights

JANUARY 9, 2025

The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022. Deal volumes remained consistent with historical trends, as increased activity in North America and Europe offset a 49% drop in Asia-Pacific deal volumes since 2023.

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The Motley Fool

APRIL 8, 2025

Nvidia Shares of Nvidia have cooled down after more than tripling in 2023, and tacking on another 171% jump last year. Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More 1.

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Private Equity Insights

JANUARY 15, 2025

In 2023, Informa acquired Ascentials conferences, including Cannes Lions, for 1.2bn. Alongside Searchlight Capital, it acquired UK events company Hyve in 2023. The events industry has seen a strong rebound post-pandemic, surpassing pre-Covid levels as businesses return to in-person conferences.

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Private Equity Professional

JANUARY 14, 2025

During Cortecs ownership, RMS completed the acquisitions of Texas-based Breaux Machine Works (July 2022), Texas-based Origin Metrology Group (May 2023), Houston-based Plant Process Machine Works (November 2023), and New York-based Blading Services Unlimited (November 2023). In March 2023, Arcline closed its third fund with $4.5

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The Motley Fool

FEBRUARY 28, 2025

Metric Q4 2024 Analysts' Estimate Q4 2023 Change (YOY) Adjusted EPS ($0.10) ($0.10) ($0.10) 0.0% Adjusted EPS in Q4 was in line with estimates, presenting a loss of $0.10 Overall, the quarter showed mixed results with strong revenue growth but enduring challenges in cost management. Revenue $132.4 million $130 million $60 million 121% Adj.

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The Motley Fool

DECEMBER 11, 2024

For comparison, Palantir's top line increased at a much slower pace of 17% in 2023. That would be a 25% increase over 2023's revenue of $2.23 Its revenue in the third quarter of 2024 was up 30% from the same period last year to $726 million. billion in revenue in 2024. The estimates for the next two years have also been increased.

Companies 244

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Private Equity Insights

APRIL 3, 2025

The refinancing, led by Morgan Stanley and JPMorgan, was designed to replace a $4.8bn private credit loan raised less than two years ago, and return $1bn in preferred equity Vista invested in 2023 to complete the original financing. The proposed new structure included a $5.1bn senior term loan and a $1bn junior tranche.

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