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Stocks to watch: Addvalue Technologies, Coliwoo, Elite UK Reit, Foundation Healthcare

Businesstimes News

Addvalue Technologies is preparing for a potential Nasdaq spinoff listing of its Addvalue Solutions unit, engaging legal and audit professionals while seeking shareholder approval. Meanwhile, Coliwoo announced it will open its first resort-style co-living hotel, Coliwoo Resort Changi, next month. These developments may impact trading for both companies.

AI Compute: From Feast to Leftovers?

Dolphin Research

In Dolphin Research's earlier piece 'AMZN's AI Misfire: Can It Mount a Comeback?', we examined AWS's AI buildout from several angles.

From in-house chips and the Anthropic partnership to model performance, we saw a meaningful step-up in AMZN's end-to-end AI capabilities, with the gap vs. Alphabet clearly narrowing.

Two questions still stand out for us.

First, AI margins at cloud providers seem better than we had penciled in; second, they remain heavily dependent on their model partners...

2 Reasons Why Higher Oil Prices Are Good for Banks and 1 Reason They Are a Problem

Motley Fool

Higher oil prices, driven by Middle East tensions, may force the Federal Reserve to raise interest rates. This benefits banks like Bank of America and JPMorgan Chase because they raise loan rates faster than deposit rates, boosting net interest income. However, excessive rate hikes risk triggering a recession, which would increase loan defaults and pressure bank profits through subsequent rate cuts. Currently, moderate rate increases are viewed as a net positive for bank stocks.

Meta Platforms May Be Launching a Cloud Business: Should Amazon Be Worried?

Motley Fool

Meta Platforms is reportedly exploring a cloud business to monetize excess AI computing capacity, potentially competing with Amazon Web Services (AWS). However, analysts suggest Amazon need not worry due to the rapidly growing AI infrastructure market allowing multiple winners, AWS's comprehensive service stack beyond just compute power, and high switching costs that create a wide competitive moat. Amazon continues to thrive despite competition from Microsoft and Alphabet, supported by strong cloud revenue growth and other profitable ventures like advertising and logistics.

Nvidia, Amazon, and Microsoft Stocks Just Did Something for the First Time in at Least 5 Years. Here's What History Says Will Happen Next

Motley Fool

Nvidia, Amazon, and Microsoft stocks have traded at five-year low P/E ratios despite record financial growth driven by AI. While investors fear slowing AI adoption, historical data suggests these valuations are disconnected from results. The article argues that strong earnings resilience will likely trigger a robust rebound in stock multiples, presenting a buying opportunity for investors.

The Latest Inflation Data Will Drop on July 14. Here's Why It's a Big Deal for the Stock Market

Motley Fool

The June CPI data, releasing July 14, is critical for the stock market as it precedes the Fed's July meeting. While headline inflation may ease due to falling oil prices following US-Iran de-escalation, core inflation remains key. Market expectations suggest a steady rate hold in July, with hikes priced in for September and 2027. Better-than-expected core inflation could boost stocks by reducing hike odds, while hotter data might trigger a sell-off.

TSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News Recap

Dolphin Research

Jul 13 | Dolphin Research Watchlist: 🐬 Macro/Industry. US–Iran tensions continued to escalate, with multiple US airstrikes on Iranian coastal military sites.

Iran retaliated by hitting US bases in Qatar, Kuwait and the UAE, and announced an indefinite closure of the Strait of Hormuz. Trump said traffic through the waterway remains open.

The strait carries nearly 30% of global seaborne crude, and the conflict has lifted oil prices and stoked inflation fears. Near term, risk-off is rising, favoring crude and tanker plays.

A prolonged standoff could suppress global risk appetite and raise vol for high-multiple tech growth stocks. Keep tracking any resumption of navigation...

Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?

Motley Fool

Reports suggest Nvidia's next-gen Kyber NVL144 AI rack system may be delayed until 2028 due to manufacturing issues, though Nvidia maintains its roadmap is intact. This potential delay could benefit competitors AMD and Alphabet (Google) by opening opportunities in the high-end AI market. AMD is improving its software ecosystem and chiplet designs for inference, while Alphabet's cost-efficient TPUs offer an attractive alternative. Analysts view both stocks as attractive, noting that capturing even a small share of Nvidia's market would significantly boost their valuations.

$10,000 Invested in Mark Zuckerberg's Meta a Decade Ago Is Worth This Much Today

Motley Fool

Meta Platforms shares rose 6% following strong AI strategy and accelerating growth. A $10,000 investment a decade ago is now worth ~$58,000, yielding 19% CAGR. Q1 2026 revenue hit $56.3B (+33%), with operating income up 30%. Despite $125B+ capex guidance for AI, the stock trades at a reasonable 19x forward earnings. The author views Meta as a solid long-term holding but cautions against expecting past decade's returns.

Google's In-House AI Chip Strategy Could Be a Bigger Threat to Nvidia Than Investors Think. Here's Why.

Motley Fool

Google's in-house Tensor Processing Units (TPUs) pose a significant threat to Nvidia's AI chip dominance. By offering cost-efficient custom processors and expanding its 'neocloud' rental model via a Blackstone joint venture, Google aims to capture market share. This shift, mirrored by other tech giants like Amazon and Microsoft, could erode Nvidia's 86% market share and compress its high profit margins as hyperscalers prioritize internal efficiency over third-party GPUs.

Nvidia Stock Just Did Something for the First Time in 7 Years. Here's What History Says Happens Next.

Motley Fool

Nvidia's P/E ratio has hit a seven-year low as stock growth moderates, raising concerns about competition and AI capex. However, historical data suggests valuation compression often precedes significant re-ratings once earnings confirm growth durability. Nvidia is expanding beyond GPUs into networking and CPU layers, aiming to widen its addressable market and earnings base, potentially setting the stage for future valuation expansion.

Alphabet vs. Amazon vs. Microsoft: Which Is the Best Cloud Computing Stock to Buy Today?

Motley Fool

This article compares cloud computing stocks of Amazon, Microsoft, and Alphabet. In 2026, Alphabet leads with a 13% return, while Amazon is up 7% and Microsoft fell 20%. All three invest heavily in AI infrastructure. Amazon's AWS shows accelerating growth and strong margins. Microsoft's Azure grows rapidly but faces criticism for relying on external AI models. Alphabet offers complete AI advantages with its Gemini models and efficient TPUs. The piece analyzes which stock offers the best investment opportunity based on current performance and future potential.

Could SpaceX's Starmind Make Amazon's, Microsoft's, and Google's Cloud Businesses Obsolete? Here's What Investors Need to Know.

Motley Fool

SpaceX plans to launch 'Starmind,' an AI satellite constellation of up to 1 million units, aiming to process data in orbit using solar power and space cooling. This could challenge AWS, Azure, and Google Cloud by bypassing Earth-based energy and zoning constraints. However, significant technological, regulatory hurdles, and high launch costs remain. While SpaceX faces competition from tech giants who may adapt or become customers, investors should monitor this ambitious strategy closely.

$1,000 in Nvidia vs. $1,000 in Broadcom: Which AI Chip Bet Paid Off More?

Motley Fool

The article compares Nvidia and Broadcom as AI chip investments. While Broadcom outperformed Nvidia over the past year, Nvidia is favored for future investment due to its central role in AI, faster growth, and lower forward earnings valuation (20x vs Broadcom's 25x). Broadcom offers diversification through software and custom chips but faces customer concentration risks.

3 Stocks That Crushed Nvidia With 300% or More Gains Over the Past Year

Motley Fool

Three AI-related stocks—SanDisk, Micron Technology, and AMD—have significantly outperformed Nvidia over the past year. SanDisk surged nearly 4,000% due to NAND memory shortages and price hikes. Micron rose over 700%, benefiting from DRAM demand driven by high-bandwidth memory needs for AI. AMD gained about 302%, capitalizing on its strong position in the inference and agentic AI markets compared to Nvidia's training dominance.

CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan

Motley Fool

CoreWeave stock dropped 11% after Meta announced plans to sell excess AI cloud capacity through a new unit, 'Meta Compute.' This move introduces direct competition for CoreWeave, despite Meta's existing $21 billion contract with the neocloud provider. Analysts view the pullback as a potential buying opportunity, citing strong revenue and EBITDA growth projections through 2028 and CoreWeave's continued role as an overflow provider for major clients like Microsoft.

Amazon Has Underperformed in 2026. Is the Stock a Bargain Now?

Motley Fool

Amazon's stock underperformed in 2026 despite strong fundamentals, including AWS revenue growth of 28% and record operating margins. Heavy AI infrastructure spending reduced free cash flow to $1.2 billion, causing investor hesitation. However, the author argues Amazon represents good value at ~29x earnings, citing its market-leading position and potential for future profit engines, suggesting it is a suitable buy for patient investors.

If You'd Invested $10,000 in Nvidia 10 Years Ago, Here's How Much You'd Have Today. Spoiler Alert: The Answer Is Mind-Boggling.

Motley Fool

Nvidia's stock surged ~160-fold over ten years, turning $10k into $1.6m, driven by AI dominance and strong financials. However, due to its massive $5.1T market cap, repeating such gains is mathematically impossible. Future returns will likely track business growth rather than multiple expansion. While risks exist, Nvidia remains a solid investment, though investors seeking high multiples should look elsewhere.

If You Have $1,000 to Invest in EV Stocks, Should It Go to Tesla or Rivian?

Motley Fool

The article compares investing $1,000 in Tesla or Rivian. Tesla leads the EV market with strong Q2 deliveries and growth in robotaxi and AI projects, though it faces high valuation expectations. Rivian launched its affordable R2 model, beating delivery estimates, and secured a deal with Uber for autonomous vehicles. While Tesla offers established scale and profitability, Rivian presents growth potential through new models and partnerships, despite current losses.

Alphabet Is the Dow's Newest Member. This One Has Been Raising Its Dividend Since Before Google Existed.

Motley Fool

Alphabet has replaced Verizon in the Dow Jones Industrial Average, a move by S&P Global to broaden the index's exposure to dynamic tech sectors like AI and cloud infrastructure. The article contrasts this recent change with Procter & Gamble, a long-tenured Dow member since 1932 known for its 70-year streak of dividend increases. While Alphabet represents modern tech growth, P&G offers stability and consistent shareholder returns, highlighting the diverse value propositions within the index.

Greg Abel Built a $31 Billion Berkshire Stake in Alphabet

Motley Fool

Berkshire Hathaway CEO Greg Abel has expanded the company's stake in Alphabet to $31.1 billion, representing over 9% of its portfolio. After initially buying shares in Q3 2025 under Warren Buffett, Abel significantly increased holdings in Q1 2026 through open market purchases and a $10 billion private placement at a discount. This aggressive accumulation coincided with Berkshire exiting 16 other positions to streamline its portfolio, reflecting strong confidence in Alphabet's AI growth and core business dominance.

Excess subleasing vs. aggressive buildouts: Is META's 'split personality' a blatant open play?

Dolphin Research

After $Meta Platforms(META.US) began weighing compute leasing, it stoked worries that the compute supply chain may be peaking. While the market debated whether this was a stopgap or a long-term strategy, Meta answered with three concrete moves: it is serious about the compute biz.

Expanding data centers is the most straightforward prep. Mass-producing in-house ASICs aims to cut cost and lift ROI.

The newly launched LLM, Muse Spark 1.1, is the true upside surprise in Dolphin Research's view. These three changes will likely push near-term Capex higher...

SK hynix Heads to the U.S. Seeking a Fair Valuation?

Dolphin Research

Memory is one of the hottest—and most crowded—plays in global tech right now. AI has ignited HBM, DRAM, and NAND all at once, sending shares of SK hynix, Samsung, and Micron up several times over in six months.

Just as the frenzy peaked, the market suddenly reversed, and the memory leaders sold off sharply from their highs. The turn was abrupt.

It was exactly at this 'heated-then-chilled' moment that SK hynix, one of the industry's true heavyweights, brought its stock to Nasdaq. On Jul 10, SK hynix ADRs officially began trading in the U.S. market...

Trump Made 327 Stock Trades in Apple, Nvidia, and Other Tech Giants Before His Tariff Pause

Motley Fool

CNBC analysis reveals President Trump executed 327 stock trades on April 8, 2025, just before announcing a partial tariff rollback that boosted the market. The purchases focused on major tech firms like Apple, Nvidia, and Amazon. While the White House claims professional management, experts debate the ethics. Hypothetical analysis suggests these investments in 'Magnificent Seven' stocks would have yielded significant returns.

Tencent to outbid META for Manus; SK Hynix to ring the Nasdaq bell tonight | Daily News Recap

Dolphin Research

0710 ｜Dolphin Focus: 🐬 Stock 1, $TENCENT(00700.HK) There are reports that Tencent, together with Sequoia China and ZhenFund, plans to buy back 100% of Manus from Meta at the original price of $2 bn. The deal would be executed via a consortium.

Tencent would contribute the largest share of capital and become the largest shareholder. It would remain a minority investor and is not seeking control.

Meta’s acquisition of Manus was terminated following a security review. Manus focuses on autonomous general intelligence (AGI) and leads domestic peers in commercialization. The transaction is still under negotiation...

Broadcom Stock Investors Just Got Incredible News from Apple CEO Tim Cook

Motley Fool

Apple announced a $30 billion multiyear deal with Broadcom to design and produce custom silicon and wireless connectivity technologies for its products through 2031. This agreement includes manufacturing over 15 billion chips in the U.S. and a $1.5 billion facility expansion in Colorado. The news highlights Broadcom's strong legacy business alongside its AI growth, supporting positive investor sentiment despite recent stock volatility.

Nvidia Stock Has Only Gained 5% So Far in 2026. History Is Crystal Clear on Where the Stock Is Headed Next.

Motley Fool

Nvidia stock has gained only 5% in 2026, contrasting with past surges due to capital rotation into other semiconductors. However, data center revenues hit record highs, and management guides for further growth with $1 trillion in visibility for 2026-2027. The article argues that current valuation compression reflects caution rather than fundamental weakness, suggesting historical patterns indicate potential for explosive gains as operational results confirm continued AI-driven growth.

Is Nvidia Stock Too Cheap to Ignore Right Now?

Motley Fool

Nvidia stock has declined 14% from its May high, trading at a historically low valuation of 16 times next year's earnings. Despite headwinds like Chinese competitor DeepSeek and trade restrictions, revenue growth remains strong with an 85% jump in Q1. Analysts argue that Nvidia's dominant market position and accelerating revenue make the current dip an opportunity, as historical bear cases have been debunked by continued financial strength.

Intel Stock Has Crashed 21% in a Week. Here's What Actually Broke the Rally.

Motley Fool

Intel stock plummeted 21% in a week, driven by three factors: delays in its advanced 18A manufacturing process yields, AMD surpassing Intel in data center revenue, and a broader sector-wide sell-off triggered by AI bubble concerns. Despite the drop, Intel remains unprofitable with high valuation multiples, suggesting the crash may not yet represent a bargain as core bull-case assumptions are challenged.

CXMT IPO lifts chip sector; SK hynix US IPO 7x oversubscribed | Daily News Recap

Dolphin Research

0709 | Dolphin Research Focus: 🐬 Macro/Industry 1) NBS: Jun CPI +1.0% YoY, -0.3% MoM; core CPI also +1.0% YoY. Food prices fell YoY, while non-food ticked up slightly, and services consumption stayed resilient. PPI rose +4.1% YoY.

Household consumption demand is recovering slowly, a near-term tailwind for baijiu, retail, and services consumption. However, softer food prices cap the agriculture sector's beta. The policy backdrop remains accommodative, leaving room for follow-on growth-stabilization measures.

Some Good and Bad News for Tesla Investors

Motley Fool

Tesla faces mixed news: robotaxi rollout lags behind management's timelines, causing stock declines and delayed cash flow expectations. Conversely, Q2 deliveries of over 480,000 units significantly exceeded Wall Street estimates, generating substantial extra revenue and free cash flow. This strong performance helps derisk Tesla's $25 billion capital spending plans for 2026, despite ongoing delays in autonomous driving software deployment.

Billionaire Steve Cohen Sold Amazon and Nvidia but Loaded Up on This Beaten-Down Stock

Motley Fool

Billionaire Steve Cohen's Point72 Asset Management recently sold positions in AI leaders Amazon and Nvidia, taking profits after their recent underperformance relative to the broader market. Simultaneously, he significantly increased his stake in Boston Scientific by 50%, viewing the beaten-down medical device maker as a deep value opportunity. Despite Boston Scientific's recent stock decline and lowered earnings guidance, Cohen appears to be betting on its long-term turnaround potential given its strong market position and attractive valuation metrics.