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Galaxy CEO Mike Novogratz predicts a $200,000 Bitcoin if Jerome Powell’s replacement is dovish.

The comment came during an interview with Kyle Chasse, where Novogratz declared:

Trump told us he wants a dove in the Fed […] And if he picks a dove enough of a person, there’s gonna be an ‘oh s**t’ moment. Gold skyrockets, Bitcoin skyrockets.

—Mike Novogratz, Kye Chasse interview

As Novogratz sees it, Fed’s next chair nominee could serve as the largest crypto catalyst, potentially pushing Bitcoin to a new ATH by the end of the year.

Bitcoin Hyper’s ($HYPER) $18.5M presale will also contribute to that thanks to its promise of turning the Bitcoin network faster and cheaper. Hyper’s Layer 2 aims to solve Bitcoin’s native performance limitation, which would turn the network more feasible for institutional investors.

The Fed Turns Bitcoin Stronger at the Expense of the US Dollar
Novogratz warns against a dangerous tipping of balance between crypto and the US dollar stemming from the Fed’s rate cuts.

While rate cuts are bullish for Bitcoin, they’re bearish for the US dollar, because it scares away investors who seek refuge in high risk, high reward digital assets.

The last FOMC meeting, which took place on September 17, had the opposite effect, though, with the US dollar jumping almost 2 basis points over the following week, while Bitcoin lost 5.4% between then and today.

The meeting resulted in a 0.25% rate cut, which didn’t seem to raise the investors’ interest, but the next ones might. The Fed announced three more cuts coming, two by the end of this year and one more in 2026.

The closest one is planned for October 28 and it’s an almost guarantee if we go by FedWatch’s market sentiment, which puts the odds of a favorable decision at 87.7%.

And this time we expect Bitcoin to recover its lost territory and make a breakthrough for another ATH. With $120K cleared, a push to $130K and beyond is more than feasible.

Mid-October is the true test if Michael Saylor’s Strategy decides to buy the dip, which is more than likely given that Bitcoin is currently in consolidation mode, floating around the $109K zone for over two days.

This hints at a dying bear momentum, which Strategy could capitalize on to push its treasury above 640,000 $BTC.

With a bullish Bitcoin for October and the crypto market on the verge of a coming alt season, Bitcoin Hyper ($HYPER) appears to be the biggest winner.

How Bitcoin Hyper Could Turn Bitcoin Into the Future of the Financial Sector
Bitcoin Hyper ($HYPER) is the Layer 2 upgrade that promises to transform Bitcoin into the driving force behind the new global financial system.

Hyper seeks to solve the very problem that’s holding Bitcoin back in 2025: its native performance limitation. The Bitcoin network is currently limited to seven transactions per second (TPS), which places Bitcoin on the 23rd position on the list of the fastest blockchains in the world.

By comparison, BNB is second with a TPS of 220, while Solana is second with a real-time TPS of up to 1,000 and a theoretical one of 65,000.

A change is necessary and Hyper brings just that with the help of tools like Solana Virtual Machine (SVM) and the Canonical Bridge.

While SVM allows for the ultra-fast execution of DeFi apps and smart contracts, the Canonical Bridge handles network congestion and addresses transaction finality times directly.

The Canonical Bridge works by minting the users’ tokens onto the Hyper layer, allowing investors to use their $BTC in the Hyper ecosystem.

These tools allow Hyper to boost Bitcoin’s performance by improving scalability and allowing for near-instant finality thanks to the Bitcoin Relay Program and the zero-knowledge (ZK) proofs.

Most importantly, Hyper eliminates the fee-based priority system, which prioritizes larger and more fee-heavy transactions to the detriment of the smaller and cheaper ones. This system currently increases transaction confirmation times to hours in some cases.

Long-term, Hyper hopes to turn the Bitcoin network into a more feasible choice for institutional investors who process thousands of transactions per second.

The $18.5M presale offers $HYPER at $0.012985 per token, which translates into a potential wealth-building investment opportunity.

Given Hyper’s projected long-term utility and investor support during the presale, our price prediction for $HYPER puts the token at $0.32 by the end of the year, following a Q4 release.

Continuous support and successful implementation could lead to mainstream adoption, pushing $HYPER up to $1.50 or higher by 2030. This translates to a 11,451% five-year ROI if you invest at today’s price.

If you’d like to support $HYPER or simply diversify your portfolio, read our guide on how to buy $HYPER and go to the presale page today.

This isn’t financial advice. Do your own research (DYOR) before investing.

Authored by Bogdan Patru, Bitcoinist: https://bitcoinist.com/bitcoin-could-reach-200000-following-powells-replacement

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

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Axon bought a company that will expand its ecosystem in important ways.

Axon Enterprise (AXON -0.30%) announced the acquisition of a 991 emergency response company powered by AI, expanding the company's ecosystem for emergency response. Travis Hoium shows how this deal fits into the company's business in this video.

*Stock prices used were end-of-day prices of Sept. 24, 2025. The video was published on Sept. 26, 2025.

About the Author

Travis Hoium is a contributing Motley Fool stock market analyst covering solar energy, technology, and growth stocks. Before The Motley Fool, Travis was a mechanical engineer at 3M and founded a virtual reality company. He holds a bachelor’s degree in mechanical engineering and a master’s degree in business administration from the University of Minnesota.

Travis Hoium has positions in Axon Enterprise. The Motley Fool has positions in and recommends Axon Enterprise. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Brian Niccol took the helm nearly a year ago, but results have been disappointing.

It's been one year since Brian Niccol took the top job at Starbucks (SBUX -0.47%). The move surprised industry observers. Niccol had earned a reputation as a turnaround specialist after getting Chipotle rolling again when the burrito chain was still reeling from the fallout of an E. coli-related crisis that started back in late 2015.

Starbucks stock jumped roughly 25% in a single session on news of the burrito whisperer's arrival, but since then, the java giant has disappointed investors as Starbucks and Niccol struggle to return the business to steady growth. As you can see from the chart below, Starbucks has served investors a half-empty cup over the last year.

Data by YCharts.

Niccol has done a good job of communicating his strategy, called Back to Starbucks, to investors, and it's received plenty of press coverage. He's tried to bring a human touch back to customer service, encouraging baristas to write messages to customers, making stores more inviting with improved designs and store cleanliness, and even serving coffee in ceramic mugs. He's also focused on solving the bottleneck from the influx of online orders Starbucks gets in the mornings, giving priority to in-store customers.

Those efforts have yielded mixed results thus far, and on Thursday, the company announced the latest update to its turnaround plan. It's closing some stores and laying off some corporate staff.

Image source: Starbucks.

What is Starbucks doing?
In line with the Back to Starbucks plan, Niccol said the company had reviewed its portfolio of coffeehouses and will be closing those that don't "create the physical environment our customers and partners expect, or where we don't see a path to financial performance." He didn't say how many stores the company would close, but the net effect with store openings is a loss of about 200 stores this year, leaving Starbucks with close to 18,300 locations at the end of the fiscal year in North America.

Along with the store closure plan, Starbucks also plans to refurbish over 1,000 locations to "introduce greater texture, warmth, and layered design." Additionally, the company will eliminate 900 non-retail jobs and close many of its open positions.

Niccol expressed optimism for the store refreshes, saying early results from other "coffeehouse uplifts" have been positive, and adding labor during busy hours is also paying off.

A move Howard Schultz would appreciate
The store-closing and refresh plan is not unlike what Founder Howard Schultz did in 2008 when he returned to the CEO chair. Schultz closed 600 stores, arguing that the chain had overexpanded and some of its locations were stale, not offering the welcoming "third place" the brand was known for.

That move paid off and helped set the stage for Starbucks' next round of growth, resetting the brand and getting its focus back to the things that have differentiated it like customer service, being a comfortable third place, and treating customers to an affordable luxury.

It's unclear if this round of store closures will work the same magic. Starbucks is much bigger and more mature now. It faces a wide range of competition, including from the fast-growing Dutch Bros chain.

Can Starbucks turn it around?
What is clear after a year with Niccol at the helm is that any turnaround is going to take time as same-store sales are still declining. Additionally, the company is facing headwinds from weak discretionary spending in the U.S. and a slowing job market.

Niccol seems to be making the right moves, but investors will have to be patient, especially if the economy doesn't cooperate. The stock also still seems to be pricing in a turnaround -- its price-to-earnings ratio is now over 30, which is expensive for a restaurant chain that has been struggling for at least a few years.

In Starbucks' recent earnings report, Niccol expressed optimism for 2026, saying, "We'll unleash a wave of innovation that fuels growth, elevates customer service, and ensures everyone experiences the very best of Starbucks."

At this point, a quick improvement is unlikely. Starbucks investors will have to be patient as Niccol's strategy plays out.

Jeremy Bowman has positions in Chipotle Mexican Grill and Starbucks. The Motley Fool has positions in and recommends Chipotle Mexican Grill and Starbucks. The Motley Fool recommends Dutch Bros and recommends the following options: short September 2025 $60 calls on Chipotle Mexican Grill. The Motley Fool has a disclosure policy.

Broadcom is already the seventh-largest company in the world by market cap.

A few years ago, only gamers and cryptocurrency miners really knew Nvidia (NVDA 0.27%). While it was in some personal computers from the factory, it was far from a household name. Now, it's the world's largest company and almost everyone knows about it.

For the most part, any company valued at about $1 trillion is already a household name, but there is one company that is flying under most investors' radar despite its large size. Broadcom (AVGO -0.48%) is a $1.6 trillion company and holds seventh place among the world's largest companies. However, I'd wager that most people have no idea what Broadcom does.

I think Broadcom has the potential to become the next big household name, especially with all of the increased AI spending that's coming down the pipeline.

Image source: Getty Images.

Broadcom's AI business has a huge opportunity
Broadcom has its finger in many different technology fields. It provides cybersecurity solutions, mainframe hardware and software, a virtual desktop platform (via its acquisition of VMware), and many other offerings. That may sound a bit boring (and it is), but it also has an exciting AI computing segment that's slated to take off over the next few years.

Broadcom's AI business comes in two major forms: connectivity switches and custom AI accelerators. Its connectivity switches are deployed in data centers to stitch back together information that was split up to be computed on several different computing units.

However, the bigger opportunity lies in its custom AI accelerators. These are devices that are designed in collaboration with the end user. It calls these products XPUs, and they are growing in popularity. Nvidia's graphics processing units (GPUs) are incredible computing units that are great for a wide variety of applications. However, if a user is only going to run one type of workload on them, this versatility is wasted.

That's where Broadcom's XPUs come in. With Broadcom and the end user designing the chip for the exact workload it will see, it allows them to outperform a GPU at a lower cost point. With artificial intelligence workloads starting to become more standardized, this makes the market opportunity for these devices massive.

Nvidia estimates that global data center capital expenditures will reach $3 trillion to $4 trillion by 2030. This is a massive increase from today's totals and is a positive sign for every company involved in the AI arms race, regardless of whether it's Nvidia or Broadcom.

This is a monstrous opportunity for Broadcom, but what does it mean for the stock?

Broadcom's stock isn't cheap
AI is only a fraction of Broadcom's current revenue, but it could take a larger revenue share with its outsized growth. In its fiscal 2025's third quarter (ended Aug. 3), Broadcom's revenue rose 22% year over year to $15.9 billion. However, its AI revenue rose 63% year over year to $5.2 billion. It anticipates $6.2 billion in AI revenue during Q4, clearly marking massive growth.

As AI starts to capture a larger portion of Broadcom's business, its overall growth rate will increase, transforming Broadcom into a top-tier growth stock along the way. However, the market has already caught wind of this and has given Broadcom an expensive valuation multiple.

AVGO PE Ratio (Forward) data by YCharts

At more than 50 times forward earnings, Broadcom's stock is far from cheap. Still, Broadcom could turn out to be a monster investment if the massive spending on data centers grows to the $3 trillion to $4 trillion range, like Nvidia's management projects.

Although a lot of Broadcom's gains have already been pulled forward, I think it could still be a smart buying opportunity for long-term investors. The AI arms race is far from over, and Broadcom is expected to take some market share from Nvidia because of its purpose-built AI chips. This could transform Broadcom into a household name, placing it alongside the likes of Nvidia.

Keithen Drury has positions in Broadcom and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

SummaryProsus N.V. is rated Buy, driven by strong Tencent momentum, a persistent NAV discount, and a growing e-commerce ecosystem.Prosus benefits from Tencent’s compounding growth and uses share buybacks at a 30%+ NAV discount to create shareholder value.The ex-Tencent portfolio is now profitable, growing revenues at 18% CAGR.Management is focused on increasing NAV/share, aligning closely with shareholders.The base case projects 17.6% annual returns; downside is limited by buybacks, while upside could come from narrowing the NAV discount. Funtap/iStock via Getty Images

Prosus N.V. (OTCPK:PROSF) is a global investor in consumer internet companies, headquartered in Amsterdam, Netherlands. Prosus is known for its substantial stake in Tencent (OTCPK:TCEHY), dating back to an early investment made

Analyst’s Disclosure:I/we have a beneficial long position in the shares of PROSF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Sometimes you want to wait for a pullback before stepping into a stock. These are not one of those times.

Generally speaking, it's better to step into a good stock after a pullback rather than buying it in the midst of a rally. You simply get more bang for your buck when you do.

Every now and then, though, a soaring stock is worth buying despite the apparent risk of sudden weakness. The greater short-term risk is missing out on continued upside, and in the long run, getting a slightly better entry price won't matter much anyway.

To this end, here's a rundown of three such stocks I'd buy right now even if it means jumping in mid-rally.

Lyft
Given the lead that its rival already has, it's unlikely that Lyft (LYFT 1.37%) will ever be as big as ride-sharing leader Uber Technologies. And in most instances, an industry's leading name is often its best investment. That was certainly the case here for a long while anyway.

In this case, though, the second-place player is arguably the better option right now. Uber is technically growing its top line faster than Lyft is at this time, but the latter is at a pivotal point in its existence. It's just now reaching critical mass, resulting in an explosion of its bottom line.

The company's second-quarter earnings before interest, taxes, depreciation, and amortization improved 26% year over year, while its net income soared from $5 million a year earlier to $40 million. Per-share profits are predicted to grow from last year's $0.06 to $0.28 for all of 2025 before nearly doubling to $0.47 next year.

That's why the stock is up nearly 70% just since August's low. More and more investors are starting to see and believe in this up-and-comer's viability.

The company has still only scratched the surface of its ultimate opportunity, though, particularly now that it has acquired Europe's taxi-like service Freenow that will benefit from its new parent's marketing know-how and technological capabilities.

At the same time, it's forging more partnerships like the ones it recently entered into with autonomous ride-sharing brand Waymo as well as DoorDash. Lyft now seems to recognize that its brand name and network of drivers can be leveraged in a range of revenue-bearing ways.

Even without knowing exactly what its distant future might look like, it seems bright enough to be willing to dive in without waiting for a pullback.

Carnival
Anyone who knows anything about cruise line operator Carnival (CCL 0.57%) likely knows it was nearly wiped out because of the pandemic. It borrowed a huge amount of money to remain afloat. And although the coronavirus contagion has now ebbed, that debt remains.

As of the latest look, the $42 billion market-size company was doing roughly $25 billion worth of annual business and was sitting on nearly $26 billion worth of long-term obligations that are costing it on the order of $400 million in interest expenses every quarter. That's the chief reason the stock rekindled its pandemic-prompted weakness in 2021 and 2022 even though most other stocks were on the mend by then.

There's also a reason, however, that its shares have been rallying (albeit erratically) from their 2022 low. As it turns out, the maritime cruise business is thriving enough to allow Carnival to handle its debt load and have a little something left over.

From its record-breaking second-quarter revenue of $6.3 billion (up 10% year over year), $934 million of it was turned into operating income -- also a record -- leading to net income of $470 million. Customer deposits toward future business also reached an all-time high of $8.5 billion, establishing a ton of future revenue that technically can't be booked yet.

What gives? Although consumers may be tightening their purse strings on other fronts, they're not skimping on leisure travel. They are, however, looking for the best bang for their vacation buck. For many people, that's a surprisingly affordable cruise.

Now, do know that the bulk of the post-pandemic rebound of this business is in the rearview mirror. From here, Carnival's double-digit growth on the top and bottom lines is likely to cool to a single-digit number, in step with the Cruise Lines International Association's expectation for the industry's growth through 2028.

That's OK, though. Even if the industry's recovery is slowing, Carnival also manages some of the more marketable brand names in the cruise business, like Holland America and Princess. Even just a little more scale will do it a lot more good, by virtue of widening its net profit margins.

Taiwan Semiconductor
Lastly, add Taiwan Semiconductor Manufacturing (TSM -1.17%) to your list of soaring stocks that are still buys despite their current rallies.

It's not exactly a household name, although there's a very good chance you or someone in your household regularly relies on a product made by this company. Taiwan Semiconductor (TSMC for short) is a third-party microchip manufacturer, contracted by players like Apple, Qualcomm, and Intel just to name few.

Since building and managing a semiconductor foundry can be expensive as well as complex, it's often cheaper and easier for these companies to outsource production to a third-party specialist like TSMC. Its customers simply need to provide the chip foundry with the proper product specifications.

Image source: Getty Images.

That doesn't mean it has no competition, nor does it mean it doesn't face cyclical headwinds. For example, after a banner 2022, concerns of economic weakness prompted technology companies to curtail their spending in 2023.

The growing secular need for new chips dramatically outweighs any cyclical slowdown though. Deloitte says the global semiconductor market could swell from last year's $627 billion to more than $1 trillion by 2030, on the way to $2 trillion by 2040.

And even that outlook may understate the opportunity ahead. Jensen Huang, CEO of artificial intelligence (AI) hardware leader Nvidia, recently suggested the AI infrastructure market alone could be worth $3 trillion to $4 trillion within the next five years. And given Nvidia's place in the silicon business, Huang would most definitely know.

It's something else he specifically said about TSMC, however, that makes this stock so compelling despite its seemingly frothy valuation of nearly 30 times this year's expected earnings: "You can't overstate the magic that is TSMC."

This follows his comments last month that TSMC "is one of the greatest companies in the history of humanity," and anybody who wants to buy the stock "is a very smart person."

If for no other reason than sheer logistics and the fact that Taiwan Semiconductor already has the know-how and manufacturing infrastructure in place, it's positioned to win more than its fair share of the chip industry's brewing growth.

James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, DoorDash, Intel, Nvidia, Qualcomm, Taiwan Semiconductor Manufacturing, and Uber Technologies. The Motley Fool recommends Carnival Corp. and Lyft and recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.

SummaryRio Tinto remains a buy, supported by strong financials, robust dividends, and growth potential from copper and lithium diversification.Recent results show a resilient business despite weaker iron ore prices, with increased exposure to copper and aluminum.Management restructuring and a three-division strategy aim to streamline operations and focus on future-facing commodities, enhancing long-term prospects for RIO.Conservative valuation suggests some upside from current levels, while macro headwinds and tariff risks persist, but long-term industry tailwinds and dividends offer compelling value.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RIO over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Income investors can sleep soundly knowing these stocks are likely to pay reliable and growing dividends.

High dividend yields often translate to high anxiety for income investors, as it's hard to shake worries that steep dividend cuts could be on the way.

For some stocks with exceptionally high dividend yields, those concerns are warranted. However, that isn't always the case. Here are three ultra-high-yield dividend stocks that won't keep you up at night.

Image source: Getty Images.

1. Enbridge
Enbridge (ENB 0.04%) offers a forward dividend yield of roughly 5.4%. Is this juicy dividend in jeopardy? Not at all. Enbridge has increased its dividend for 30 consecutive years. I predict the company will keep that streak going for a long time to come.

Around three-quarters of Enbridge's total revenue stems from its pipelines and midstream operations. The company owns the world's longest network of liquids pipelines. Its natural gas pipelines transport around one-fifth of the natural gas consumed in the U.S. These businesses have minimal exposure to volatile commodity prices. Enbridge shouldn't be impacted much by the Trump administration's tariffs, either.

Want more assurance about this stock? No problem. Enbridge is also the largest natural gas utility in North America based on volume. It delivers 9.3 billion cubic feet of natural gas to 7 million customers every day. This makes the stock and its dividends even safer, in my opinion.

Enbridge has generated reliable distributable cash flow in the past during turbulent periods, including the financial crisis of 2007 through 2009 and the early days of the COVID-19 pandemic in 2020 through 2021. I think income investors can be confident that its dividends will continue to flow (and grow) no matter what the future holds.

2. Realty Income
Realty Income's (O 0.89%) dividend yield of 5.4% is just a hair below Enbridge's yield. Like Enbridge, Realty Income has increased its dividend for 30 consecutive years. One big difference between the two, though, is that Realty Income pays its dividend monthly. It even trademarked the name "The Monthly Dividend Company."

Another key difference stems from Realty Income's organizational structure. It's a real estate investment trust (REIT). All REITs must distribute at least 90% of their income as dividends to be exempt from federal income taxes.

Realty Income stands above most REITs, in my view. It has delivered a compound annual total return of 13.5% since listing on the New York Stock Exchange in 1994. The company has also delivered positive operational returns (annual funds from operations per share growth plus dividend yield) for 29 consecutive years.

The REIT's diversified portfolio gives it this impressive stability. Realty Income owns over 15,600 properties rented to tenants representing 91 industries. Most of its clients operate in nondiscretionary, low-price-point, and/or service-oriented businesses.

There's one other thing about Realty Income that should give income investors a warm and fuzzy feeling: It has solid growth prospects. The total addressable market for net lease properties is $14 trillion. Europe makes up $8.5 trillion of that total -- and Realty Income has only one major competitor in the region.

3. Verizon Communications
If you want a really juicy dividend, check out Verizon Communications (VZ 0.55%). The telecom giant pays a dividend yield of 6.4%. It has also increased its  dividend payout for 19 consecutive years.

Does the intense competition in the wireless services market make Verizon's dividend riskier? I don't think so. The company has been able to more than hold its own. It posted the industry's highest revenue in the second quarter of 2025. Verizon claims the most broadband and mobile customers. And its network has been ranked No. 1 in the nation by both J.D. Power and RootMetrics.

The other side of the coin with wireless services is that it's unlikely that there will be new entrants in the market. It's simply too expensive to build the infrastructure required to support high-speed networks that cover the entire U.S. and beyond.

For income investors who like to focus on the numbers, one Verizon statistic should stand out: $20 billion. That's the midpoint of the company's guidance for free cash flow this year. This gives Verizon ample coverage of its dividend, which should allow investors to buy the stock and sleep peacefully as the dividends come quarter after quarter.

Keith Speights has positions in Enbridge, Realty Income, and Verizon Communications. The Motley Fool has positions in and recommends Enbridge and Realty Income. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.

The answer could depend on your investing time horizon.

Have you ever seen a puzzle that asks you to identify what doesn't seem to belong in the picture? That comes to mind when I look at the list of stocks with market caps of $1 trillion or more.

Only 10 companies (and 12 stocks, because two have multiple share classes) are members of the trillion-dollar club. All of them have artificial intelligence (AI) pedigrees except one: Berkshire Hathaway (BRK.A 0.59%) (BRK.B 1.06%).

While Berkshire is an outlier in this elite club, I think the huge conglomerate deserves its spot. Most investors can't afford the Class A shares, which trade at close to $745,000. But should you buy Berkshire Hathaway Class B stock while it's hovering around $500?

Image source: Getty Images.

Playing devil's advocate
I'll start off answering the question by playing devil's advocate. There are several arguments against buying Berkshire Hathaway right now.

Perhaps the top reason for hesitation in many investors' minds is the impending departure of Warren Buffett as the company's CEO. Buffett and Berkshire have become synonymous through the years. However, he is handing over the reins as top executive to Greg Abel as of Jan. 1, 2026. Some may worry that Berkshire Hathaway's allure will be diminished without Buffett at the helm.

Another argument against buying Berkshire stock is its valuation. Shares currently trade at a forward price-to-earnings ratio of 22.8. The stock is only around 8% below its all-time high. Even Buffett seems to think the valuation isn't compelling, considering that he hasn't authorized any stock buybacks since last year.

Economic uncertainty is another factor that could prevent some investors from buying Berkshire. Federal Reserve chair Jerome Powell recently stated that rising inflation and unemployment present a "challenging situation" for the Fed. Some of Berkshire's businesses could be negatively impacted by these macroeconomic concerns.

Arguments in favor of buying Berkshire Hathaway
While those might be compelling arguments against buying Berkshire Hathaway stock, there are also some reasonable counterpoints. For example, Buffett isn't leaving Berkshire altogether; he will stay on as chairman. Importantly, he doesn't think the company will miss a beat without him as CEO. Buffett even said at the annual shareholder meeting in May 2025 that he expects Berkshire will be in better shape with Abel running the business.

What about the valuation concerns? They shouldn't be dismissed. However, Berkshire has had higher earnings multiples in the past but delivered enough growth to drive its share price higher. I think history will repeat itself over the long run. If you're a long-term buy-and-hold investor, Berkshire's current valuation (which is much lower than the S&P 500's, by the way) shouldn't keep you from buying the stock.

As for economic uncertainty, it's a legitimate issue as well. The Fed's rate cuts could prop up the economy, though. Even if not, Berkshire Hathaway could be widely viewed as a safe haven if the economy stumbles. I suspect its stock would hold up better than most in the event of an economic pullback.

Importantly, Berkshire offers diversification that's almost at an exchange-traded fund (ETF) level. The company owns over 60 subsidiaries representing a wide range of industries. It also has equity holdings in around 40 other publicly traded companies across multiple sectors.

Final verdict
So should you buy Berkshire Hathaway Cass B shares while they're trading around $500? I think answer is yes -- if you have a long-term investing time horizon.

The case against buying Berkshire is mainly focused on near-term concerns. It's entirely possible that the stock could decline over the next year because of the issues discussed earlier. However, the long-term case for Berkshire is persuasive, in my view.

Keith Speights has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool has a disclosure policy.

Take a small position in a potential multibagger and let compounding work its magic.

Plenty of investors out there dream of discovering a rare stock that can yield a stellar, tenfold return. However, to reach that goal, a company must grow revenue and profitability at extraordinary rates. It is also essential that a company operates in a market that is large enough to support such growth. Artificial intelligence (AI) is one of the few booming industries today that can realistically drive companies to a tenfold increase in the next decade.

I believe CoreWeave (CRWV -4.96%) is an AI stock with the potential to grow its share price 10x over the next decade. With a current market capitalization of about $66 billion, the company would need to be valued at $660 billion by the mid-2030s to deliver a 10x return. Although this prediction seems aggressive, it is definitely not implausible.

Image source: Getty Images.

CoreWeave needs stellar financial performance and a robust pipeline
CoreWeave's revenue surged 207% year over year to top $1.2 billion in the second quarter of fiscal 2025 (ending June 30). Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) also more than tripled year over year to $753 million, while adjusted EBITDA margins were an impressive 62%.

CoreWeave also ended the second quarter with $30.1 billion in contracted backlog, double what it held at the start of 2025. That backlog offers vital clues to the company's impressive revenue potential over the next several years. The contracted pipeline includes a $4 billion contract expansion with OpenAI, contract expansions with two hyperscaler customers, and new customer wins, including large enterprises and AI start-ups.

Based on this strong demand, management now expects fiscal 2025 revenue to be in the range of $5.15 billion to $5.35 billion, and adjusted operating income in the range of $800 million to $830 million.

Scaling data center capacity
The AI cloud market is supply-constrained at the moment, with demand growing much faster than available capacity. CoreWeave CEO Michael Intrator claimed that the biggest challenge in building new data center capacity is securing powered shells (data center buildings already connected to the electrical grid and capable of handling massive power loads), which are necessary to support the infrastructure at the scale customers require.

CoreWeave is investing aggressively to expand its data center footprint. The company concluded the second quarter with nearly 470 megawatts of active power (capacity online and operational in data centers) and increased its total contracted power (capacity secured for future build-outs) to 2.2 gigawatts. CoreWeave is now on track to deliver over 900 megawatts of active power by the end of 2025.

Vertical integration strategy
CoreWeave is pursuing vertical integration both up and down the stack to create operational and financial efficiencies. By owning data centers, the company aims to scale its infrastructure more quickly, while reducing its capital costs.

The proposed acquisition of Core Scientific is expected to position CoreWeave as one of the largest AI cloud platforms globally. The deal will add 1.3 gigawatts of gross power capacity, while making an incremental 1 gigawatt or more capacity available for future expansion. Once closed, the deal will also eliminate $10 billion in future lease liabilities and generate $500 million in annual savings by 2027.

CoreWeave has also completed the acquisition of Weights & Biases, which brought 1,600 new enterprise clients and added tools for full-stack observability and inference optimization. These capabilities are now integrated into CoreWeave's Mission Control system, which is used to manage the life cycle of data center clusters. Customers can monitor workloads end-to-end, including GPU usage, storage, and machine learning code. The new Weights & Biases inference product also gives customers greater control over compute capacity.

These AI initiatives are deepening customer stickiness across the platform

Deal with Nvidia
In September 2025, CoreWeave signed a $6.3 billion capacity agreement with Nvidia (NVDA 0.27%), under which the chip giant will purchase any unsold capacity through April 13, 2032.

CoreWeave has already purchased massive amounts of Nvidia's GPUs, which are then rented to customers. Additionally, Nvidia owned nearly 7% of CoreWeave's Class A shares as of June 30. Hence, these companies already enjoy a close relationship.

CoreWeave is in a position to gain early access to Nvidia's advanced GPUs, such as the Blackwell portfolio, ensuring the AI cloud platform can meet the surging demand for complex AI workloads at scale and at lower costs. With Nvidia now guaranteeing utilization, CoreWeave faces limited downside risk and can continue with its aggressive build-out strategy.

Can CoreWeave grow 10x in the next decade?
If CoreWeave can compound revenue at 35% annually over the next decade, its top line could climb from about $5.25 billion (midpoint of guidance) in fiscal 2025 to nearly $105 billion by 2035. This may seem achievable if we consider that Visible Alpha analysts are expecting CoreWeave's revenue to grow at a compounded annual growth rate of 106% from 2024 to 2027.

At that scale, even applying a conservative 9x price-to-sales multiple, which is less than half of its current 18.4x, would imply a market capitalization of $949 billion -- far higher than the target of $660 billion. That would represent a more than tenfold increase from today's market capitalization. That sounds steep, but with the global AI infrastructure market estimated to be nearly $998 billion by 2035, it is definitely doable.

However, execution is critical. CoreWeave must continue to scale data center capacity despite power and GPU supply chain constraints. The company should also maintain high utilization levels through long-term contracts, while also handling its high debt levels and cost of capital. The $30 billion backlog offers significant revenue visibility for future years, while even older GPU clusters based on H100 or A100 are being recontracted for inference workloads. Competition from hyperscalers poses a considerable risk; however, with Nvidia guaranteeing capacity purchases and CoreWeave's vertical integration strategy reducing costs, the downside is somewhat mitigated.

CoreWeave is a high-risk, high-reward investment, especially since the company is currently unprofitable. Investors can consider taking a small stake in this stock to capture the potential upside if the growth story unfolds, but limit their downside risk if execution falters. And while the stock may or may not increase tenfold in the next decade, it is undoubtedly a brilliant pick for 2025.

Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.

The leading e-commerce platform is firing on all cylinders these days.

From the company's initial public offering in May 2015 to the peak in November 2021, shares of Shopify (SHOP -2.25%) had skyrocketed 6,480%. As of Sept. 25, they still trade 15% below that record.

But the business has been winning back enthusiasm from the investment community in tremendous fashion. The e-commerce stock has climbed an impressive 399% in just the past three years. Here's one reason Shopify is approaching its all-time highs.

Image source: Getty Images.

Strong fundamental momentum
The market loves a good growth story. And Shopify has been delivering. Its latest financial results speak to the ongoing momentum the business has been experiencing, despite macro uncertainty caused by shifting trade policies.

During the second quarter (ended June 30), Shopify reported 31% year-over-year growth in gross merchandise sales that supported a 31% gain in revenue. Adjusted net income soared 32%. The sales and profit figures came in well ahead of Wall Street analyst estimates.

Shopify has enabled a whopping $1.2 trillion in commerce since its founding. Millions of merchants use its platform in over 175 countries, demonstrating its broad reach.

Reaching a new all-time high
Shopify stock has been on an absolute tear. It only needs to rise 18% from today's price to reach its previous high-water mark. If the company continues to put up robust financial results, hitting and exceeding this record is only a matter of time.

There is one potential headwind, though, and that's the valuation. Shares trade at a steep price-to-sales multiple of 18.6. That's 156% more expensive than exactly three years ago.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Shopify. The Motley Fool has a disclosure policy.

Cryptocurrency mining showed how quickly a market can move from GPUs to ASICs.

So far, Nvidia (NVDA 0.27%) has been the biggest winner of the artificial intelligence (AI) boom, but investors should not forget how quickly hardware leadership can shift when a market matures. The cryptocurrency mining industry is a great example. Graphics processing units (GPUs) were once the workhorse of crypto mining, at least until application-specific integrated circuits (ASICs) were developed to take mining to the next level.

These ASICs did only one thing, but they did it faster and cheaper, and in short order, GPU-based mining for currencies like Bitcoin fell far out of vogue. The economics were simply too compelling to ignore. If a crypto miner wanted to stay competitive, they had to switch to ASICs or get priced out.

Now, ASICs are being designed for AI workloads.

Image source: Getty Images.

ASICs and AI
GPUs have been the dominant choice for training large language models (LLMs), and Nvidia has been the undisputed GPU king thanks to its powerful software platform, CUDA. The company has built an entire ecosystem around its chips, and it is the reason Nvidia's data center revenue has exploded. But AI workloads are massively expensive and energy-hungry, and for the largest hyperscalers (companies that own massive data centers) focused on AI, there is a huge incentive to find something cheaper and more efficient.

This is exactly why Alphabet built its Tensor Processing Units (TPUs), and why Amazon developed its Trainium and Inferentia chips. Others are now following suit. Meta Platforms and OpenAI have reportedly been working with Broadcom to develop their own custom chips, with OpenAI believed to be the customer that made a surprising $10 billion order for next year. Meanwhile, large Nvidia customer Microsoft has also been working to create its own custom AI chip.

The goal is clear: lower costs and reduce reliance on Nvidia. Meanwhile, with the market beginning to shift more toward inference, the landscape is changing. Nvidia's moat around inference isn't nearly as wide as the one it has for training. Inference isn't as technically demanding as training, so the years of code built on top of CUDA aren't as impactful. Meanwhile, inference is a continuing cost, so the total cost of ownership and cost per inference are much more important factors.

When the cost curve in Bitcoin mining forced the shift to ASICs, GPUs went from must-have to irrelevant almost overnight in the space. Nvidia's massive valuation today assumes that hyperscalers will keep buying ever more GPUs, but history says they will only do so as long as the economics make sense.

Now, there are some major differences between Bitcoin mining and inference that work in Nvidia's favor. Bitcoin mining is a brute force repetitive task, while inference is understanding the intent of an input, like a question, and using the information the LLM was trained on to execute. New AI techniques are also constantly being developed, like reasoning or multimodal AI, and GPUs are more adaptable to handle these tasks compared to ASICs, which can become obsolete more quickly.

Nvidia also sees this risk and is taking steps to protect itself. Its recent $100 billion investment partnership with OpenAI is a perfect example. Whether directly or indirectly, OpenAI is one of the biggest users of Nvidia's GPUs, but it has recently developed its own AI ASICs. With this investment, Nvidia is effectively paying to ensure OpenAI keeps using its GPUs.

Will AI ASICs replace GPUs?
Investors should watch the ASIC threat closely because it could be the single biggest risk to Nvidia's growth story. The company has a wide moat, but it is not unbreakable. The hyperscalers have the money and motivation to chip away at its dominance, and every dollar that moves to in-house AI chips is a dollar that doesn't go to Nvidia.

That doesn't mean GPUs are going away, as AI workloads are still evolving, and GPUs are flexible enough to handle new models and techniques. However, as the market shifts to inference, custom AI chips will likely take share.

Right now, the market looks big enough for there to be multiple future AI infrastructure winners, but Bitcoin showed how quickly the economics can flip, and AI could follow a similar pattern. Investors should keep that in mind before assuming Nvidia's growth is on autopilot for the next decade.

Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Bitcoin, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

These three stocks have huge growth opportunities ahead.

Growth stocks continue to lead the market higher, and with artificial intelligence (AI) still in its early innings, that looks like the strong growth could continue over the next few years. Even though the market is trading near all-time highs, there are still plenty of stocks with good upside from here.

Let's look at three stocks with huge growth opportunities still in front of them that could soar by 2028.

Image source: Getty Images.

1. Broadcom
As the AI market starts to shift toward inference, Broadcom (AVGO -0.48%) is in great shape. Companies don't want to be totally reliant on Nvidia's graphics processing units (GPUs), so they are increasingly turning to Broadcom to help them develop custom AI chips. Custom AI chips are particularly useful for inference, given inference's comparative simplicity versus training and ongoing costs. This makes custom chips that can run inference workloads at a lower cost a great alternative for large hyperscalers (companies that own massive data centers).

Broadcom has already helped Alphabet (GOOGL 0.28%) (GOOG 0.21%) design its tensor processing units (TPUs), and that win led to Meta Platforms and ByteDance also becoming customers. Broadcom has said those three alone could represent a $60 billion to $90 billion opportunity by fiscal 2027, which is more than double the total revenue it will generate in fiscal 2025.

However, it doesn't end there. A fourth customer, widely believed to be OpenAI, has already placed a $10 billion order for next year. OpenAI and Oracle are talking about spending $300 billion on data centers in the coming years, so Broadcom has a big opportunity if it can win even just a small slice of this business. Apple is also reportedly working on AI chips with Broadcom, which could be another needle mover.

Given its massive opportunity in custom AI chips over the next few years, Broadcom's stock could trade much higher by 2028.

2. Taiwan Semiconductor Manufacturing
Another company poised to benefit from the ongoing AI infrastructure buildout over the next few years is Taiwan Semiconductor Manufacturing (TSM -1.17%). It's the only foundry that can consistently manufacture advanced chips at scale with strong yields. Intel has tried to catch up for years and is still losing money in its foundry business, while Samsung has stumbled with yields and even lost Google's Tensor G5 production to TSMC.

TSMC's success comes from its ability to manufacture chips at small node sizes while getting strong yields. Shrinking node sizes is important for advanced chips, like GPUs, as it increases the number of transistors that can fit on a chip, which makes them more powerful and energy efficient. Meanwhile, manufacturers need a high percentage of the chips they make to be defect-free. A higher yield means a lower cost per chip and a greater number of usable chips from each production run.

This ability has led TSMC to become a critical partner to chip designers and also given it strong pricing power. It currently projects that AI chip demand will grow at a more than 40% compound annual growth rate (CAGR) through 2028. It will reportedly raise prices by up to 10% next year, which will be another growth driver on top of strong demand.

TSMC is the one company every major chip designer has to use to get chips made. It is basically selling shovels in a gold rush, which makes it a strong stock to own over the next few years.

3. Alphabet
Alphabet has managed to turn what many thought was a big risk into a growth driver. People worried that AI chatbots would hurt Google Search, but search growth actually picked up last quarter, and new AI features are leading to more search queries. Meanwhile, its Gemini AI chatbot is gaining steam, with the Gemini app recently becoming the most downloaded app on the Apple App Store, surpassing ChatGPT.

Meanwhile, the biggest risk the stock faced is now behind it. Despite losing its antitrust case to the Department of Justice, a federal judge allowed the company to not only keep its Chrome browser and Android operating system, but also the main tenets of its search deal with Apple in place. This means Alphabet still controls the main gateways to the internet for billions of users.

Google's biggest growth driver, though, is cloud computing. Alphabet is one of the few companies with its own AI models, custom chips, and cloud infrastructure, which should help margins over time. This vertical integration should become a significant advantage in the coming years.

Meanwhile, its Waymo robotaxi business is expanding rapidly throughout the U.S. and could become a big contributor over the next few years. This is a significant opportunity that often gets overlooked by investors.

Overall, Alphabet is set up well to see strong growth through 2028 and beyond, and its stock has a lot of potential upside over the next few years.

Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Apple, Intel, Meta Platforms, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

These dividend stocks can produce a lot of income.

Investing in dividend stocks can be a dependable way to supplement your income. Many companies pay out consistent dividends that have shown resilience over time.

Several offer very lucrative dividend income. For example, investing $2,500 across the following basket of high-yielding dividend stocks could produce almost $200 of income each year. 

Dividend Stock

Investment

Current Yield

Annual Dividend Income

Energy Transfer (ET 0.26%)

$833.33

7.59%

$63.25

Healthpeak Properties (DOC 2.29%)

$833.33

6.52%

$54.33

Starwood Property Trust (STWD 0.30%)

$833.33

9.63%

$80.25

Total

$2,500.00

7.91%

$197.83

Data source: Google Finance and author's calculations. Dividend yields as of Sept. 24, 2025.

While there's no guarantee that a dividend won't get cut, let's take a closer look at what makes these dividend stocks stand out as reliable options for income-focused investors.

Image source: Getty Images.

Energy Transfer
Energy Transfer operates a diversified portfolio of midstream energy assets, including pipelines, processing plants, storage terminals, and export facilities. These assets enable oil, gas, and other commodities to reach end users efficiently and reliably. Approximately 90% of the company's earnings come from stable, fee-based sources such as long-term contracts and government-regulated rate structures. This financial model enables the master limited partnership (MLP), which issues a Schedule K-1 Federal tax form to investors each year, to generate dependable cash flow in support of its high-yield distribution.

The company reported generating nearly $4.3 billion in cash flow during the first half of this year. It distributed around $2.3 billion to investors, allowing it to retain $2 billion to support its ongoing expansion and financial flexibility. This conservative approach supports its growth and ability to continue distributing income to investors.

Energy Transfer plans to invest about $5 billion in growth capital projects this year. Most are expected to come online and start contributing to cash flow in 2026 and 2027. The company recently approved several new projects that will become operational through 2029. These projects will boost its earnings and reinforce Energy Transfer's confidence in achieving its target of raising its high-yield payout by 3% to 5% annually.

Healthpeak Properties
Healthpeak Properties is a real estate investment trust (REIT) with a diversified portfolio leased to high-quality companies in the healthcare sector. The company's holdings include outpatient medical facilities (50% of income), laboratories (36%), and senior housing properties (10%). These assets generate steady, rising rental income via long-term leases with annual rent escalators. This consistent income stream allows Healthpeak to pay a regular monthly dividend.

The healthcare REIT pays out about 75% of its adjusted funds from operations (FFO) in dividends, retaining the rest to maintain its financial flexibility and invest in new income-generating healthcare properties. Healthpeak also has a strong balance sheet to support its future growth and financial stability.

Healthpeak recently used its financial flexibility to invest $148 million in new outpatient medical development projects in Atlanta. The growth from new investments, along with rental increases, positions the REIT to continue growing its adjusted FFO per share, which should enable it to raise its dividend. Heathpeak has recently resumed modest payout growth, increasing its dividend by 2% after years of stable payments aimed at reducing its payout ratio.

Starwood Property Trust
Starwood Property Trust is another REIT, but with a distinct business model. It's a mortgage REIT that manages an increasingly diversified portfolio designed to deliver reliable income to investors.

More than half of Starwood's assets (56%) are commercial loans backed by office, multifamily, industrial, and other properties. The company also has residential lending (10%), infrastructure lending (11%), and other assets. In addition, it has a growing portfolio of owned real estate (13%). The real estate-backed loans provide the REIT with interest income, while its equity investments generate rental income.

The REIT recently boosted its equity portfolio by acquiring Fundamental Income Properties for $2.2 billion. This diversified property portfolio delivers stable, reliable, and growing cash flow through embedded rental increases. Starwood's continued diversification enables it to deliver consistent dividends to investors, despite the cyclical ups and downs of the commercial real estate industry.

A great income basket
Investing in a diversified basket of dividend stocks can help ensure you have a more dependable stream of passive income and reduce the impact should any one company cut its dividend. The combination of Energy Transfer, Healthpeak Properties, and Starwood Property Trust should deliver durable income in the years ahead. That makes them ideal dividend stocks to buy for passive income.

Matt DiLallo has positions in Energy Transfer and Starwood Property Trust. The Motley Fool has positions in and recommends Starwood Property Trust. The Motley Fool recommends Healthpeak Properties. The Motley Fool has a disclosure policy.

A screen displays the company logo for Stellantis N.V. on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., January 31, 2024. REUTERS/Brendan McDermid/File Photo Purchase Licensing Rights, opens new tab

CompaniesSept 27 (Reuters) - Stellantis

(STLAM.MI), opens new tab is recalling 123,396 vehicles in the U.S. due to detached trim pieces on the driver and passenger windows that can create a road hazard for other vehicles, increasing the risk of a crash, the U.S. National Highway Traffic Safety Administration (NHTSA) said on Saturday.

The quarter trim on the driver and passenger windows may not have been properly secured, which can allow it to detach, the NHTSA said.

Sign up here.

The recall covers certain 2022-2024 Chrysler Jeep Wagoneer and Jeep Grand Wagoneer vehicles, the auto safety regulator said, adding that a remedy is currently under development.

Earlier this month, the NHTSA said Stellantis was recalling 164,000 US vehicles due to issues with possible detachment of the trim on the driver and passenger doors.

Reporting by Anusha Shah in Bengaluru; Editing by Toby Chopra

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

SummaryOxford Lane Capital Corporation offers a super high yield but faces ongoing net asset value (NAV) erosion and principal risk.OXLC invests in CLO equity tranches, making it highly sensitive to interest rates, credit risk, and market volatility, especially in non-zero rate environments.Recent reverse split and distribution cuts highlight challenges and reinforce concerns about long-term capital preservation despite attractive income.Currently trading at or below NAV, OXLC may offer near-term income stability, but long-term investors should expect continued NAV decline and exercise caution.Looking for a helping hand in the market? Members of BAD BEAT Investing get exclusive ideas and guidance to navigate any climate. Learn More » Thicha studio/iStock via Getty Images

Today we return to look at the super high yielding and often misunderstood Oxford Lane Capital Corporation (NASDAQ:OXLC). On July 1st of this year, we issued a sell rating. That was

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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NuScale Power is working toward the sale of its first SMR, and if you know what that acronym means, this stock could be worth buying.

NuScale Power (SMR 0.80%) is not for the faint of heart, since it is a money-losing start-up. But it has an interesting and fairly well-developed technology in the nuclear power space. If you believe in nuclear power and the promise of small modular reactors, it could be a good, though aggressive, investment option for you.

Here are three reasons you might want to buy the stock like there's no tomorrow.

1. Nuclear power is having a renaissance moment
The core of the story around NuScale Power is really about the attractiveness of nuclear power in general. After the 2011 Fukushima nuclear meltdown, much of the world turned against nuclear power. That's kind of what happens after nuclear meltdowns, which remind people of just how powerful a technology, for good and bad, nuclear power can be.

Image source: Getty Images.

With the Fukushima event in the distant past, however, the world is again focused on the positives of nuclear power. The list includes zero carbon emissions, which is important since there are increasing concerns around global warming. But the clean energy factor is buttressed by the fact that nuclear power provides always-on power, also called baseload power. That makes it a perfect compliment to intermittent clean energy sources like solar and wind.

Before you look at NuScale Power's business, you need to believe in the nuclear power story. If you don't buy the idea that nuclear power could be a huge benefit to the world, you probably shouldn't own NuScale Power, which is basically attempting to advance nuclear power technology.

2. NuScale Power has interesting and well-developed tech
The tech that NuScale Power is working on is called an SMR, which stands for small modular reactor. Essentially, NuScale has taken current nuclear power tech and scaled it down. This changes the dynamics in an important way.

Right now, reactors are huge capital investment projects that are site built and massively time-consuming and expensive to erect. NuScale Power is looking to build smaller reactors that can be fabricated in a factory setting and then transported to where they eventually get used. Smaller may be much, much better in this case.

Smaller reactors will mean reactors can be placed closer to population centers. It will mean each reactor is less costly to build, a fact advanced even further by the use of assembly line production methods. And, as NuScale Power likes to highlight, it has "the first SMR to receive U.S. Nuclear Regulatory Commission (NRC) design approval." In other words, it likely has an important head start on the competition.

If you are excited by nuclear power and believe SMRs are the future, NuScale Power could be a worthwhile investment option.

3. NuScale Power could have its first sale in 2026
Technology isn't enough to build a business -- NuScale Power also needs customers. This is new technology, so the first sale is the biggest one.

Right now, NuScale Power is working with RoPower, a Romanian utility, to assess the potential customer's plans to build a nuclear power plant using NuScale Power's SMRs. The intent is to link six units together to create a larger power plant, another benefit of the modular approach of SMRs. The final green light could come in 2026.

However, NuScale Power is already gearing up for additional sales. It has purchased parts that require long lead times to manufacture for not six, but 12 SMRs. This is probably a good call, since the first sale will be the hardest to nail down. But once it has a customer, it will likely be easier to get the second and third customers to sign on.

If you like nuclear and are excited by SMRs, then you need to keep a close eye on the RoPower deal. If it is inked, it could be a key turning point for NuScale Power's business, effectively turning SMRs from a good idea to a real business opportunity.

NuScale Power is a risky stock
There are good reasons to like the investment opportunity that NuScale Power offers. But there are a lot of moving parts, and there is a lot of uncertainty. You need to have strong convictions here and the fortitude to take on a risky investment. If you do, NuScale Power could be worth loading up on today, since tomorrow it could be busy building the new nuclear technology that increasingly powers the world.

Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

A great business is on sale, but the near-term environment may remain challenging.

After a multiyear run-up, Copart (CPRT -0.04%) shares have fallen from grace in 2025. The salvage-auction leader's stock is trading about 30% below its 52-week high as investors digest softer trends in the auto ecosystem and a reset in expectations. Copart's marketplace connects insurers, finance companies, fleets, and others with a global buyer base -- and it tends to thrive when total losses are plentiful and used-vehicle values are supportive.

But does the pullback create an attractive entry point for investors who have had to watch from the sidelines for years as the stock moved violently up and to the right? The business remains high quality, but near-term dynamics look murky. The decision isn't easy.

Image source: Getty Images.

Recent results show pressure and slower growth
Copart's latest earnings report (fiscal Q4 ended July 31) was solid on the surface: Revenue rose 5% year over year to about $1.13 billion, with gross profit up 12% and earnings per share up 24%. For the full year, revenue grew nearly 10% to $4.65 billion and earnings per share increased 14% to $1.59. Those are healthy figures for a mature leader.

Under the hood, though, momentum cooled versus earlier in the year. In the third quarter (ended April 30), revenue climbed 7.5%. The fourth quarter's 5% top-line growth, therefore, marked a deceleration. Service revenues -- the core of Copart's model -- still grew 7% in Q4, but vehicle sales fell 4%, reflecting a tougher pricing and volume backdrop.

Management commentary also pointed to mixed signals. "Total loss frequency for the second calendar quarter of 2025 was 22.2%, up from 21.5% in the same quarter in 2024," CEO Jeff Liaw said on the September earnings call. That helps Copart because more totaled cars generally means more units for auction. But other factors offset this tailwind. CCC Intelligent Solutions' Crash Course data shows used-vehicle values drifting lower year over year into the spring, while claim counts and repair-shop dynamics have been volatile. These crosscurrents can pressure both seller behavior and fee growth.

The investment case hinges on the next upcycle (and the price you pay)
Copart is one of the market's better business models: a two-sided marketplace with global liquidity, network advantages from land capacity and dense logistics, and structurally high returns on invested capital. Over the course of a full economic cycle, this has translated into steady growth and strong cash generation.

The trouble is that the path from here is unclear. If auto sales stay soft, miles driven could level off, used-vehicle values may slip further, and insurers might generate fewer total-loss cars than investors hope. And, looking longer term, advances in driver-assist and self-driving technology could gradually reduce crash frequency and lengthen vehicle lifecycles -- which would dampen the industry's natural unit growth. To be fair, technology has also tended to raise repair complexity and costs, which can increase total-loss frequency; recent data points to that effect. But the balance of these forces is uncertain.

The stock's valuation leaves room (but not a lot) for disappointment. Using the company's reported full-year earnings per share of $1.59 and a recent share price around $45, Copart trades near 28 times earnings. That multiple is not extravagant for a capital-light marketplace with global reach, yet it is hardly a bargain when growth is slowing and industry dynamics are unsettled. If the recovery in unit volumes and pricing proves sluggish, today's price could translate into mediocre returns.

But none of this diminishes Copart's long-term appeal. The company's land bank, international expansion, and operational advantages should support solid growth through cycles. But investors do not need to rush. Shares could get cheaper if macro and industry data remains choppy, or if another quarter shows only modest progress. Waiting for either a lower entry price or clearer evidence that growth is reaccelerating (for instance, faster service-revenue growth and improving sequential trends) is probably wise.

Copart remains a fantastic business. Given the year's sell-off, it is getting closer to interesting.

Daniel Sparks and his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Copart. The Motley Fool has a disclosure policy.

These ETFs hold dividend-paying stocks that should do well with interest rates dropping.

The Federal Reserve recently cut its benchmark short-term interest rate by 25 basis points. The central bank cited slowing economic growth, notably on the jobs front. The Fed's mandate to keep the economy and jobs both growing while keeping inflation under control has been challenging lately, making it difficult to determine what the prime rate should be. The current forecast on the economy's direction points to one to two more rate cuts in 2025.

The market celebrated the Fed's action, and certain stocks stand to benefit more than others in a lower interest rate environment. These three exchange-traded funds (ETFs), focused on dividend-paying stocks, should do particularly well since it's more challenging to get adequate income from fixed-income investments like CDs and bonds in a low-rate environment.

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1. Schwab U.S. Dividend Equity ETF
The Schwab U.S. Dividend Equity ETF (SCHD 0.81%) tracks the Dow Jones U.S. Dividend 100 Index. Since it invests passively, the ETF has a low 0.06% expense ratio. The underlying index consists of U.S. stocks with high dividend yields and a track record of consistent payments.

The ETF's portfolio had the highest weight, 19.2%, invested in the energy sector, closely followed by consumer staples' 18.8%, as of June 30. Other major sectors include healthcare (15.5%), industrial (12.5%), information technology (9%), financials (8.9%), and consumer discretionary (8.4%). Certain sectors, like consumer staples and healthcare, have results that tend to hold up well in various economic climates. No individual stock made up more than 5% of the portfolio. The largest holdings include familiar names, like AbbVie, Chevron, and Home Depot.

The Schwab U.S. Dividend Equity ETF has a 3.8% yield as of Sept. 18. By comparison, the S&P 500 index has a 1.2% dividend yield.

2. Utilities Select SPDR Fund
The Utilities Select SPDR Fund (XLU 1.63%) tracks the Utilities Sector Index, which consists of the 31 utility companies in the S&P 500. These include electric, water, and gas utility providers, independent power producers, and renewable electricity producers.

The fund doesn't provide diversification across sectors, but utilities have defensive characteristics since people have everyday needs for water, heat, and electricity. Additionally, the sector may have some growth characteristics given the tremendous amount of electricity needed to run data centers for things like artificial intelligence.

The five largest weighted companies in the ETF make up about 40% of the fund. Their weights range from 5.3% to 11.4%.

NextEra Energy has the largest weighting in the ETF, 11.4%, and Constellation Energy follows with an 8.3% weight. Southern Company, Duke Energy, and Vistra have 7.7%, 7.2%, and 5.3% weights, respectively.

The Utilities Select SPDR Fund has a 2.8% yield. And since it tracks an index, it has a low 0.08% expense ratio.

3. Vanguard High Dividend Yield ETF
Vanguard High Dividend Yield ETF (VYM 0.68%) looks to track the FTSE High Dividend Yield Index. It also has a low expense ratio of 0.06%.

The ETF holds 579 stocks across 10 sectors. Financial, industrial, technology, healthcare, and consumer discretionary stocks comprise over 59% of the fund. The financial sector accounts for 21.7% alone.

An array of large-capitalization U.S. stocks makes up the fund. These companies have a proven track record of success throughout the years. Turning to the largest individual stock holdings, Broadcom has a 6.7% weight in the ETF, followed by JPMorgan Chase's 4.1%. ExxonMobil, Johnson & Johnson, and Walmart each have more than a 2% weighting.

The Vanguard High Dividend Yield ETF has a 2.5% yield.

JPMorgan Chase is an advertising partner of Motley Fool Money. Lawrence Rothman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AbbVie, Chevron, Constellation Energy, Home Depot, JPMorgan Chase, NextEra Energy, Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF, and Walmart. The Motley Fool recommends Broadcom, Duke Energy, and Johnson & Johnson. The Motley Fool has a disclosure policy.

Nvidia CEO Jensen Huang is investing where he thinks the growth is headed.

It's no secret that Nvidia (NVDA 0.28%) is a driving force in the ongoing artificial intelligence (AI) infrastructure build. Its graphics processing units (GPUs) and computing platforms are filling data centers with the power of accelerated computing.

AI models are being developed, trained, and commercialized using this compute power. Nvidia has been smart to invest its own profits in the ecosystem its products have helped create.

Nvidia's largest equity investment is with specialized cloud infrastructure company CoreWeave (CRWV -4.99%). Here's why that could be another lucrative move for Nvidia, and why investors should expect revenue and profits for the AI leader to keep growing.

Image source: Getty Images.

Nvidia is skating to where the puck is going
Nvidia invests in other companies within the AI infrastructure ecosystem. It focuses on start-ups and other companies aligned with areas within Nvidia's own strategic growth plans. That includes AI, gaming, autonomous vehicles, and other advanced technologies.

As is required by other large institutional investors, Nvidia files a Form 13F with the Securities and Exchange Commission (SEC) disclosing its holdings in publicly traded securities. Its most recent filing showed investments in six different technology companies.

All six companies operate in areas where GPUs and related technologies are crucial. CoreWeave is its largest investment by far, with more than 24 million shares worth over $3.2 billion at recent price levels. Nvidia knows where growth is headed. As hockey legend Wayne Gretzky once famously said, "Skate to where the puck is going."

A huge new Nvidia partnership will benefit CoreWeave
A major recent announcement proves this point. Nvidia just revealed a strategic new partnership with ChatGPT creator OpenAI. Nvidia plans to invest as much as $100 billion in OpenAI. That investment will fund OpenAI's aspiration to establish and launch a minimum of 10 gigawatts worth of AI data center capacity. Those facilities will be filled with billions of dollars worth of Nvidia GPUs to support OpenAI's constantly improving AI infrastructure.

OpenAI CEO Sam Altman summarized the long-term thinking this way:

Everything starts with compute. Compute infrastructure will be the basis for the economy of the future, and we will utilize what we're building with Nvidia to both create new AI breakthroughs and empower people and businesses with them at scale.

It won't just be Nvidia and OpenAI realizing benefits. The massive investment indicates just how much demand there is for data center AI infrastructure.

That's where CoreWeave comes in. The company is an AI hyperscaler providing cloud services through the quickly growing data center assets it owns and operates.

Nvidia knows there is still a huge imbalance between supply and demand for data center compute capacity. If it didn't strongly believe that, it wouldn't have committed such a large amount in its OpenAI partnership.

CoreWeave investment should pay off
Nvidia is at the center of much of the AI infrastructure build-out. Owning a stake in CoreWeave is yet another tentacle for revenue growth. Nvidia's investment is a big part of its strategy to vertically integrate itself within the AI ecosystem.

Consider that CoreWeave and Nvidia just signed a $6.3 billion cloud computing capacity order. It even includes a guarantee that Nvidia will purchase any data center capacity not acquired by CoreWeave's own customers. Nvidia has positioned itself to gain not only from the advanced chips it sells, but also the platform that deploys them.

It's not a coincidence that the CoreWeave ownership represents over 90% of the equity investment value reported most recently by Nvidia. Nvidia arguably knows more about all the dynamics involved with the AI infrastructure revolution than anyone else.

Nvidia stock is trading up by more than 33% so far in 2025. As investors see the complementary growth of CoreWeave and data center infrastructure, along with Nvidia's own revenue strength, there could very well be more upward pressure on Nvidia shares.

Howard Smith has positions in Nvidia and has the following options: short October 2025 $160 calls on Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.

Amazon and Microsoft are market leaders that are adapting to new tech opportunities.

The market is being led higher by megacap tech companies that have shown the ability to grow and adapt. With technology continually shifting, this is the key to long-term success and leadership.

Let's look at two top companies that have not only grown to become the largest in the world today, but also have bright futures, given their ability to adapt and find new opportunities.

Image source: Getty Images.

1. Amazon
Amazon (AMZN 0.78%) built its e-commerce business by spending years pouring money into warehouses and logistics, and now it is using artificial intelligence (AI) and robotics to get more out of that network. Its DeepFleet AI model is now coordinating more than 1 million robots across its fulfillment centers, and these robots are doing more than just moving boxes around. Some can spot damaged products before they get shipped, which means fewer returns, and some can even repair themselves.

But the use of AI does not stop there. Amazon is also using AI to figure out which warehouse should hold a product, the best route to get it to a customer, and even where the driver needs to go in a huge apartment complex to drop a package off. This is leading not only to quicker deliveries, but also to lower costs.

Amazon is also using AI to help advertisers better target users with its high-gross margin sponsored ad business. This is resulting in strong operating leverage in its e-commerce business, with its North American operating income surging 47% last quarter on only an 11% increase in revenue.

At the same time, AWS is still a powerful growth engine. It continues to lead the cloud market with nearly 30% share and grew revenue by more than 17% last quarter. Demand is strong because customers are rushing to build AI models and applications, and AWS makes that simple with tools like Bedrock and SageMaker.

The company is also pushing into agentic AI with Strands and AgentCore, which let customers build AI agents and run them safely. Its custom Trainium and Inferentia chips make training and running those models cheaper and faster, which keeps customers on its platform.

Amazon is making a lot of capital expenditures (capex) to build its AI infrastructure, but it has a history of spending big, then reaping the rewards later. With margins expanding in e-commerce and AWS still capacity constrained, the growth story here is far from over, and the stock still looks like a long-term buy.

2. Microsoft
In the past, Microsoft (MSFT 0.88%) was often viewed as a slow mover, but with AI, it moved quickly, which has proven to be the right move.

The company made a large, early investment in OpenAI, which gave it early access to its GPT models and let it roll out Copilot AI assistants across its Office suite. Those tools are valuable because they can save workers time, and at $30 per user, per month, this can add a lot of growth.

The bigger growth driver, though, is its cloud computing unit Azure. Microsoft's cloud revenue jumped 39% last quarter, and it could have been higher if it hadn't run into capacity constraints. The company is spending heavily to add more graphics processing units (GPUs) and servers, which should allow it to capture even more demand in the quarters ahead. Microsoft is also diversifying its AI stack, adding models from xAI and building its own in-house models, giving customers more flexibility.

What makes Microsoft a compelling stock to own for the next decade is that Azure is the fastest-growing of the big three cloud providers, and it has a chance to eventually challenge AWS for the No. 1 spot in cloud computing. That is where enterprise AI workloads are being run, and Microsoft is quickly becoming one of the top choices for companies that want access to the best models and the infrastructure to run them at scale.

Microsoft has proven it can adapt and act quickly, which is exactly what you want to see from a tech leader.

Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

After material sell-offs, this trio of reliable dividend stocks is worth a close look for investors of all stripes.

The S&P 500 index (^GSPC 0.59%) is hovering near all-time highs. And yet shares of retailer Target (TGT 1.02%) have lost 66% of their value. Food maker General Mills (GIS 1.31%) has seen a price decline of more than 40%. And iconic beverage and snack giant PepsiCo (PEP 0.39%) is off by 25%.

All three of these high yielders are reliable dividend payers, which means their relatively high yields should make them look dirt cheap for dividend lovers. Here's a quick look at each one.

Image source: Getty Images.

1. Target is out of step; it's been there before
Target is a large retailer. The retail sector is inherently driven by the vagaries of consumer buying habits. One day your brand is so hot that consumers say the name with a French twist to highlight its attractiveness. The next day, Walmart and its everyday-low-price mentality is eating your lunch. That's just how it goes in the retail sector, with Target's stock off by a huge 66%.

Given the steep drop in Target's shares, it is pretty clear the company isn't doing particularly well right now. For example, same-store sales fell 1.9% in the second quarter of 2025, with overall sales off by around 0.9%. And that not-so-great outcome was an improvement over the company's first-quarter performance. This isn't all bad, however, as improvement hints that a turnaround is possible.

The big story here is that Target is a Dividend King with more than five decades of annual dividend increases behind it. The company has worked through hard times before and gotten back on track. It seems highly likely that it will do the same this time around, as well. If you buy today you can collect a historically high 5.2% yield. A $1,000 investment will get you around 11 shares of the iconic retailer.

2. General Mills is in the middle of an overhaul year
General Mills isn't a Dividend King, but it has a long history of providing investors with a generally rising dividend. The yield today is a lofty 4.8%, thanks to a 40% drop in the stock price. That's very attractive for a consumer staples company that is a vital partner to retailers across the country, noting that the average yield in the consumer staples sector is just 2.5% or so.

The truth is that General Mills is not hitting on all cylinders right now. Fiscal first-quarter 2026 sales were off 7% and organic sales dropped 3%. The company is calling fiscal 2026 an investment year, which basically means it is taking steps to get the business back on the growth track. That will include things like innovation and advertising. That's actually a pretty normal thing to do and to have to do for a branded food maker.

Given the high yield and the long history of success behind General Mills as a business, dividend investors should probably give management the benefit of the doubt. Indeed, a business turnaround is far more likely than General Mills going out of business. Investing $1,000 in the stock today will get you around 19 shares.

3. PepsiCo isn't doing as well as Coca-Cola
PepsiCo is a global consumer staples giant, with huge operations in the beverage, snack, and packaged food space. In the second quarter of 2025 the company managed to grow organic sales by 2.1%. That's not a horrible number at all, but it is much less exciting than the 5% organic sales growth achieved by beverage rival Coca-Cola. And investors have reacted by punishing PepsiCo's stock, which is down around 25% from its recent high-water mark.

PepsiCo isn't sitting around hoping for the best. It is using the playbook that it has long used, and the one that has allowed it to become a Dividend King. Specifically, it is adding new, on-target brands to its portfolio so it keeps pace with changing consumer tastes. It is also working to streamline its business operations. And the involvement of an activist investor (Elliott Management) suggests that there's extra pressure on management to turn things around.

The big story, however, is similar to the other two above. PepsiCo has worked through hard times before and is likely to do so again. But the price decline has left it with an attractive 4% dividend yield. Long-term investors with $1,000 to spare can buy seven shares of this iconic stock.

Even good companies go through hard times
Target, General Mills, and PepsiCo are all well-run businesses with impressive histories and lofty dividend yields. Sure, each one is in the middle of a rough patch, but each one has also survived such rough patches before. If you have a contrarian bent, buying while others are selling could set you up for collecting a reliable and lofty income stream. There's also the potential for capital appreciation, when these companies finally get back on track.

Reuben Gregg Brewer has positions in General Mills and PepsiCo. The Motley Fool has positions in and recommends Target and Walmart. The Motley Fool has a disclosure policy.