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This bull market has been running rampant for more than two years, but it's an unusual one. Most bull runs don't have to share time with inflation crises, and the monetary pressure that started to build in 2021 is finally easing. The macroeconomic boost from that shift could keep this bull running longer than usual. While the bullish trend has been having a broad impact on the stock market, some stocks can be expected to benefit more than others as the investor-friendly run continues. These two supercharged tech companies could deliver market-beating returns over the next few years. Are You Missing The Morning Scoop? Wake up with Breakfast news in your inbox every market day. Sign Up For Free » How to play the digital advertising turnaround in style Anders Bylund (Criteo): One of the most game-changing aspects of this bull market is the ongoing return to normal consumer spending behavior. People largely reined in their discretionary spending when inflation surged a few years ago. The list of industries that faced lower sales in that tight economy has a lot of overlap with the sectors that do a lot of brand-oriented marketing. From luxury goods and travel services to cars and smartphones, consumer demand tightened up and brand advertising slowed down. Why spend big money on targeted ads when people aren't willing to buy anything? So digital advertising was pushed into an extra-deep downturn. Now, the leaders of that industry are poised to come back swinging as consumer spending recovers. Criteo (NASDAQ: CRTO) is a fine example of this rebound opportunity. The Paris-based marketing campaign manager's stock is down 22% from recent highs, but the business is poised to perform in a healthier economy. Speaking during the October earnings call , retiring CEO Megan Clarken outlined a thrilling growth opportunity. "Retail media facilitates the targeting of high-intent shoppers by brands primarily on retailer sites and extending reach across the open web," she said. "Performance media focuses on targeting high-intent shoppers for direct-to-consumer brands, primarily on the open web and social platforms. In other words, our solutions have a hyper focus on addressing or advertising to consumers who are on their buyer journey. " So Criteo should benefit greatly when luxury brands and brand-oriented advertisers boost their marketing budgets again. And that's already happening, just in time for the holiday shopping season. Meanwhile, the stock is trading for just 1.1 times sales and 9 times expected forward earnings. These valuation ratios would be cheap for a tired old retailer -- they're dirt cheap for a tech stock with proven growth chops that is arguably heading into a game-changing sector turnaround. Down 34%, Micron can deliver wins for long-term investors Keith Noonan: Micron Technology (NASDAQ: MU) is a leading provider of memory-chip solutions. The company's business has been posting huge performance improvements in conjunction with artificial intelligence (AI) trends, but some investors appear to be betting that the good times will soon come to an end. On the heels of recent pullbacks, Micron stock is down roughly 34% from the high it hit earlier this year. While the company's future sales and earnings will almost certainly be uneven and shaped by cyclical industry trends, its recent performance points to the emergence of catalysts that will have positive long-term impacts on the business. Micron's revenue increased 93% year over year to $7.75 billion in the fourth quarter of its fiscal 2024, which ended Aug. 29. That explosive growth was spurred by AI-driven demand for the company's DRAM and high-bandwidth-memory solutions. Along with the surge in sales, strong demand for its higher-end products helped the business post a non-GAAP (adjusted) net profit of roughly $1.34 billion -- improving from a loss of roughly $1.18 billion in the prior-year period. Micron stock is now valued at roughly 11 times this year's expected earnings. Given the cyclical nature of the company's business, it doesn't make sense to put too much weight on the company's price-to-earnings multiple when assessing the stock. However, it could still signal an attractive risk-reward profile for investors who approach the stock with an understanding of the cyclical guesswork involved. Depending on demand and pricing trends in the memory chip space, the company's performance can make big shifts in short order. Along those lines, some Wall Street analysts are concerned that weakness in the consumer market and oversupply in the high-bandwidth memory segment will soon lead to softer sales and earnings results. But the company's current valuation suggests that investors are being too bearish about Micron's near-term and long-term outlooks. Spending on data-center infrastructure to support the training, deployment, and scaling of AI applications is likely still in a relatively early stage of its long-term growth trajectory. While Micron's business will remain heavily cyclical and its results will be shaped by industry trends, it appears that the market is underappreciating the company's potential to be a lasting beneficiary of the AI revolution. Don’t miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $368,053 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,533 !* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $484,170 !* Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. See 3 “Double Down” stocks » *Stock Advisor returns as of November 18, 2024 Anders Bylund has positions in Criteo and Micron Technology. Keith Noonan has positions in Micron Technology. The Motley Fool recommends Criteo. The Motley Fool has a disclosure policy . A Bull Market Is Here: 2 Supercharged Stocks Down More Than 20% to Buy Right Now was originally published by The Motley FoolSilicon photonics I/O is a groundbreaking technology that utilizes light to transmit data, enabling faster and more efficient communication between components. By integrating silicon photonics directly into the AI accelerator, NVIDIA aims to drastically reduce latency and increase bandwidth, unlocking new possibilities for AI workloads. This integration not only boosts overall system performance but also paves the way for seamless connectivity in high-speed data processing tasks.
CrowdStrike beats Q3 estimates on cybersecurity demand1. **Endurance and Reliability**: Enterprise SSDs are designed to withstand heavy workloads and provide consistent performance over an extended period. One of the key factors that differentiate enterprise SSDs from consumer-grade SSDs is their endurance rating, often measured in drive writes per day (DWPD). A higher DWPD rating indicates that the SSD can handle more write operations without experiencing performance degradation or failure.
Born in 2020, X Æ A-12 is the offspring of Musk and his partner, musician Grimes. Despite being just a toddler, X Æ A-12 has already garnered significant media attention due to his unique name and his parents' high-profile status. However, it is his recent comments about his father's role in American society that have truly captured the public's imagination.
PICTURE the scene in the Downing Street flat which the Starmers now call home. Sir Keir is busy announcing to wife Victoria the details of his mission to take out the bins, his target to buy some more milk, and in laborious detail just how he plans to achieve the milestone of emptying the dishwasher. But none of all this ever gets done. Whether or not Lady Starmer believes her husband’s grand statements is her business — but he has been in office for just five months and voters have already lost faith in the Prime Minister’s ability to match his fine WORDS with ACTIONS. The country was subjected yesterday to yet another Starmer speech telling us what he plans to do to sort out the mess left by 14 years of Tory government. This was not, No10 informed a sceptical nation, a reset after five months of failure. It most definitely wasn’t a relaunch, amid plummeting poll ratings with disillusioned voters. read more on opinion Absolutely not. No, this was all a part of Labour’s “ plan for change ”. The PM set out his “six milestones” for delivering that change, with David Brent-style promises about measurable deliverables” — the stuff he wants voters to judge his Government on in four and a half years’ time. Those “six milestones” are of course completely and utterly different from the “five missions” before the election and the “six first steps” after his election victory. Most read in The Sun Oh, and the “seven pillars of growth” and “three foundations” he’s talked about, too. The trouble is that a lot of the six milestones he mentioned are the same as some of the missions and steps, and most of those were already pretty meagre offerings in the first place. They cover a range of things — boosting our real household disposable income, NHS waiting lists, building new homes, getting kids ready to start school, recruiting more police officers and fossil fuel- free electricity by 2030 (watered down from 100 per cent to the equally unachievable 95 per cent). The Prime Minister described this as “the most ambitious yet honest delivery plan in a generation”. Elephant in the room Well, if you think nine out of ten patients waiting ONLY four months to see a hospital consultant is ambitious, it sets the bar pretty low. And crucially, those milestones didn’t include any targets for cutting immigration, despite a million more people arriving here each year; any goal to cut welfare costs, despite the billions spent on working-aged people claiming sickness benefits; or a date when we will spend more on defence amid rising global threats. There wasn’t just one elephant in the room, there was an entire herd, stomping and trumpeting as Starmer spoke. But who was listening, anyway? Five months ago, in his maiden speech after Labour ’s election landslide, Sir Keir pledged the “work of change will begin immediately”. Since then, we’ve had more than 67 reviews, consultations and taskforces set up, but very little has got done. And the things they have done have been disasters — from scrapping winter fuel allowance and increasing employer National Insurance contributions, to the farmers’ inheritance tax, bus fare rises and prisoner early releases. All that is not even to mention Freebie-gate, Chancellor Rachel Reeves ’ alleged CV lies and a Cabinet minister forced to quit over her criminal conviction for fraud. To be fair to Starmer, I should point out his election manifesto promised change, it didn’t specify that it would be change for the better. But he can make as many speeches as he likes, and milestones, missions and first steps just won’t hack it any more with long-suffering voters. Labour said they had a plan. But they don’t. This country needs fixing and it needs fixing NOW They said they would grow the economy. Yet they aren’t. They said they would be competent, and they’re not. They said they’d fix the NHS. They won’t. In a few years’ time, Starmer will be making yet another speech, announcing his 347th relaunch-that-isn’t-a-relaunch, and nothing will have changed. The PM needs to stop talking about change and get down to the long, hard slog of actually delivering on his promises. We simply cannot afford to wait for another four years before we start on the road to recovery. This country needs fixing and it needs fixing NOW. So, instead of talking about what you’re planning to do, Prime Minister, why don’t you just get on and do it? Oh, and while you’re at it, can you take the bins out. WALLACE SHOULD BE LONG GONE EVEN as a “middle-class woman of a certain age”, I wanted to give MasterChef star Gregg Wallace the benefit of the doubt, as a big believer in innocence until proven guilty. But the huge number of women coming forward to tell their tales of his alleged lewd, sexist and demeaning behaviour suggests there is a case for him (and the BBC) to answer. What saddens me most is how so few of Wallace’s female accusers felt able to speak out for years. The last time a man put his hand on my knee , I told him I would punch him in the face if he did it again. Indeed, I featured on the front page of this very newspaper years later – and the man in question, former Defence Secretary Michael Fallon , ended up losing his job. Gregg Wallace should have been told to shut his cakehole, put his clothes back on and get out of the MasterChef kitchen a long time ago. IF you thought British politics was broken, look across the Channel to see just how bad things can get. The French President has got himself into a pickle, unable to keep a government or pass a budget, while the French economy is close to collapse. Emmanuel Macron ’s decision to call a snap general election in the summer to outflank his presidential rival Marine Le Pen spectacularly backfired when his own party was left in a minority. Quel domage! Now Macron’s choice for PM, Michel Barnier, has been forced to resign , with the hard left and hard right uniting in a vote of no confidence after his three months in office. To be fair, though, Barnier did manage to last two Liz Trusses. READ MORE SUN STORIES But with Macron leading the efforts to punish the British for daring to vote for Brexit and to leave his beloved EU, it’s hard to have any sympathy for this arrogant little man. Does anyone know the French for German word schadenfreude, to describe delight in another’s misfortune?Currently, the pricing of REITs in the public market is largely influenced by factors such as market sentiment, interest rates, and the overall economic environment. While these variables are important in determining the value of real estate assets, they do not provide a comprehensive view of the underlying fundamentals of the REITs themselves. As a result, there is a need for a pricing mechanism that considers factors specific to the REITs, such as occupancy rates, rental income, property location, and management quality.
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