Potential Tariff Impact on GDP Growth is Significant, ASML CFO
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12 minutes ago
- Yahoo
Jensen Huang Says He's Created More Billionaires Than Any CEO: 'Don't Feel Sad For Anybody At My Layer'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. As the Donald Trump administration unveiled its AI policy plan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang joined top Silicon Valley figures to weigh in on the cutthroat battle for AI talent and compensation during a live podcast in Washington, D.C. What Happened: Earlier this week, appearing on the All-in podcast alongside venture capitalists Chamath Palihapitiya and Jason Calacanis, Huang pushed back on concerns about executive-level compensation amid billion-dollar offers for AI researchers. During the conversation, Palihapitiya raised the point that AI researchers were being offered unprecedented contracts—one reportedly as high as $1 billion over four years from Meta Platforms Inc. (NASDAQ:META). He asked why similar valuations weren't seen at the CEO level, despite their role in enabling breakthroughs. "First of all, I've created more billionaires on my management team than any CEO in the world. They're doing just fine," Huang said. "Don't feel sad for anybody at my layer." Trending: 7,000+ investors have joined Timeplast's mission to eliminate microplastics— Huang also underscored the efficiency of small, well-funded teams in AI. "The impact of 150 or so AI researchers can probably create, with enough funding, an OpenAI. There's something about the elegance of small teams," he said. Later, Calacanis added levity, teasing Huang about rumors of a secret stash of stock options. "Somebody told me you just drop RSUs on people if they do a great job," he joked. "That's nuts," Huang responded, adding, "I review everyone's comp myself ... and I 100% of the time increase opex because you take care of people and everything else takes care of itself." Why It's Important: The discussion came during the Trump administration's unveiling of its AI Action Plan, a strategic initiative backed by a new wave of Silicon Valley. The fierce competition for AI talent has driven record compensation and high-profile hires across companies like Meta, Microsoft Corp. (NASDAQ:MSFT), OpenAI and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google DeepMind—often eclipsing executive salaries and reshaping the power dynamics in the tech world. Earlier this week, Alphabet CEO Sundar Pichai also dismissed concerns over an AI talent exodus, stating the company remains strong in attracting and retaining top AI experts. Read Next: $100k+ in investable assets? Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes – no cost, no obligation. Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Here's how you can earn passive income with just $100. Photo courtesy: jamesonwu1972 On This article Jensen Huang Says He's Created More Billionaires Than Any CEO: 'Don't Feel Sad For Anybody At My Layer' originally appeared on 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 minutes ago
- Yahoo
First Solar, Inc. (FSLR): A Bull Case Theory
We came across a bullish thesis on First Solar, Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on FSLR. First Solar, Inc.'s share was trading at $180.72 as of July 24th. FSLR's trailing and forward P/E were 15.27 and 11.86, respectively according to Yahoo Finance. A photovoltaic field at dawn, its solar panels shimmering in the light of a new day. First Solar, Inc. (FSLR), a U.S.-based photovoltaic solar technology and manufacturing company, is uniquely positioned to capitalize on the rising energy demands driven by AI infrastructure growth and supportive 'America First' energy policies. As the only U.S. solar module manufacturer operating at scale, FSLR benefits from structural tailwinds favoring domestic production, with its sales already fully booked through 2026. Demand momentum is expected to build further as developers rush to secure capacity that qualifies for subsidies ahead of the expiration of key provisions under the Inflation Reduction Act (IRA). Clarity on final IRA rules is anticipated to accelerate contract wins, providing additional visibility and backlog security. FSLR's positioning as the go-to domestic supplier, coupled with its technological expertise, makes it a prime beneficiary of policy-driven reshoring and the surge in utility-scale solar projects catering to the rapidly expanding AI data center ecosystem. This demand pull-through is underpinned by the urgent need to meet soaring energy consumption with renewable generation, reinforcing FSLR's long-term growth trajectory. The company's solid backlog, strong policy support, and strategic market leadership offer investors a high degree of revenue certainty, with upside potential as further contracts are secured under favorable subsidy terms. As AI-driven electricity consumption accelerates, FSLR's unique scale and subsidy-qualified pipeline position it to capture outsized market share, offering an attractive risk/reward profile. Together, these dynamics create a compelling investment case supported by structural growth, policy-driven advantages, and near-term catalysts that enhance earnings visibility and reinforce the company's strategic importance in the U.S. energy transition. Previously, we covered a on First Solar, Inc. (FSLR) by Oliver | MMMT Wealth in April 2025, which highlighted FSLR's CdTe technology, insulation from Chinese supply chains, and benefits from U.S. protectionist trade policies. The company's stock price has appreciated by approximately 39% since our coverage. This is because the thesis played out with policy support and demand tailwinds. Stock Analysis Compilation shares a similar view but emphasizes AI-driven energy demand and IRA subsidies as key growth catalysts. First Solar, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 52 hedge fund portfolios held FSLR at the end of the first quarter which was 65 in the previous quarter. While we acknowledge the potential of FSLR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
42 minutes ago
- 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
