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This year has been a big one for artificial intelligence (AI) stocks, with these players leading gains in the S&P 500. Investors have piled into the stocks to get in early on a big market opportunity — analysts forecast today’s $200 billion AI market will reach beyond $1 trillion later this decade. That could equal significant revenue for companies using AI as well as those that develop AI products and services.

And today, some of these AI players already are scoring big wins in terms of earnings and stock performance. In fact, two top AI companies are trading at record highs right now after climbing in the triple digits since the start of the year. These players both have reported fantastic earnings and offer solid long-term outlooks — but Wall Street says only one of them is a buy today. Let’s zoom in on each of these AI leaders.

Nvidia (NASDAQ: NVDA) has become an AI empire over the past few years, selling not only its top graphics processing units (GPUs) but also a full range of products and services to support any AI project. This has resulted in triple-digit earnings growth quarter after quarter, and growth may be far from over. For three reasons.

First, as mentioned, the AI market is soaring and should continue to grow throughout the decade, offering ongoing revenue growth opportunities to companies in the space. Second, Nvidia already is a leader with the best-performing GPUs around, and that’s led to demand for its products outpacing supply. Finally, Nvidia has pledged to update these GPUs annually, a key move that should keep it in the lead.

Nvidia shares may not be dirt cheap at 50 times forward earnings estimates, but considering the company’s growth, gross margin of more than 70%, and long-term prospects, valuation looks reasonable. Though Wall Street’s average price forecast calls for less than a 4% gain over the coming 12 months, analysts’ average recommendation is a “buy.” So, the general feeling is Nvidia is a stock to pick up today — though it may not soar tremendously in the year to come, the stock still has what it takes to roar higher over the long term.

Palantir Technologies (NYSE: PLTR) has been around for about 20 years and through most of its history, it’s been associated with government contracts. But thanks to its leap into AI, Palantir’s overall growth as well as its commercial business have taken off. For example, in the most recent quarter, Palantir reported its highest level of quarterly profit ever.

So, why are companies and governments flocking to this software company? Palantir, using AI, helps customers aggregate their data and make the best possible use of it. And this often produces game-changing results — from increased efficiency to entirely new ways of getting business or projects done.

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© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

In case you haven’t noticed, the bull market is in full swing on Wall Street. The ageless Dow Jones Industrial Average, broad-based S&P 500, and growth-fueled Nasdaq Composite, have all soared to multiple record highs in 2024.

While much of this optimism has been attributed to the hype surrounding artificial intelligence (AI), it would be a mistake to overlook the role investor euphoria has played in lifting the tide for market-leading businesses enacting stock splits.

A stock split is a tool publicly traded companies can lean on to superficially adjust the share price and outstanding share count of their stock. This adjustment is cosmetic in the sense that it doesn’t alter a company’s market cap or in any way affect its operating performance.

Since the start of 2024, more than a dozen prominent businesses have completed a stock split, and all but one has been of the forward variety. A forward split makes shares nominally cheaper for retail investors who lack access to fractional-share purchases through their broker.

At the moment, one of these high-profile stock-split stocks makes for a no-brainer buy, while another is rife with red flags.

The magnificent stock-split stock that’s sending out all the right signals for investors is Japan-based consumer electronics colossus Sony Group (NYSE: SONY). Sony’s American depositary receipts (ADRs) completed a 5-for-1 forward split on Oct. 8, which reduced Sony’s share price from the mid-$90s to around $19.

Some investors might be skittish about putting their money to work in Sony given that it’s in the middle of a console development cycle. The PlayStation 5 (PS5) was released roughly four years ago, and it’ll probably be another two years, at minimum, before the company’s next-gen console is on retail shelves. It’s not uncommon for console sales to lag this late in the cycle.

However, Sony Group has a number of levers it’s been able to pull to bolster its important gaming segment.

In August, the company announced it would raise the price of its PS5 console by 19% in its home market of Japan. Additionally, PlayStation Plus revenue has been increasing. This is a subscription service that allows people to game with their friends, access exclusive titles, and save their data to the cloud. It’s a relatively high-margin way to build on this nicely profitable operating segment.

Something else to consider is that Sony Group’s stock often rallies well in advance of the release of its next-generation gaming console. Game and Network Services accounted for 28% of Sony’s consolidated sales in the latest quarter, and the figure could meaningfully expand when the next-gen console hits retail shelves in two or three years.

Story Continues

But there’s more to Sony Group than meets the eye. Beyond the PS5, it’s a major player in movie and television production, music streaming and publishing, and is vital to the smartphone industry. The company’s Imaging and Sensing Solutions segment is enjoying double-digit sales growth, as of the quarter ended June 30, due in part to image sensors used in next-gen smartphones being in high demand. The 5G revolution has encouraged a consistent device replacement cycle, which has clearly been beneficial to Sony.

To round things out, Sony Group looks like an amazing value amid a historically pricey stock market. Shares of the company are currently trading at 14 times forecast earnings for the following year. Given Sony’s current and upcoming catalysts, long-term investors shouldn’t be shy about pouncing on this electric stock-split stock.

On the other end of the spectrum is a stock-split stock that should be avoided at all costs. While I’ve been critical of the valuations of a few high-flying stock-splits stocks, including AI kingpin Nvidia and fast-casual restaurant chain Chipotle Mexican Grill, neither of these market-leading business holds a candle to the valuation premium that AI-focused enterprise analytics software company MicroStrategy (NASDAQ: MSTR) brings to the table.

With its stock soaring from around $142 per share when 2022 came to a close, to $2,000 per share on an intra-day basis in late March 2024, it made perfect sense for MicroStrategy’s board to capitalize on stock-split euphoria and announce a 10-for-1 forward split in July. Retail investors have played a key role in sending shares of MicroStrategy higher, so reducing the company’s share price to make it more nominally affordable for everyday investors was a smart move.

But this is all the praise MicroStrategy is going to get from me.

Although it’s a software company in name, MicroStrategy’s bloated $44.4 billion market cap has little to do with enterprise analytics software. Rather, it’s the No. 1 corporate holder of Bitcoin (CRYPTO: BTC), the largest cryptocurrency by market value. Based on a Sept. 20 filing with the Securities and Exchange Commission, MicroStrategy held 252,220 Bitcoin, which equates to 1.2% of the outstanding supply of Bitcoin that’ll ever be mined (21 million tokens).

As of this writing of Oct. 21, a single Bitcoin would set an investor back $67,464. This means MicroStrategy’s Bitcoin assets have a value of $17.02 billion. However, MicroStrategy’s Bitcoin portfolio is currently being valued at north of $43 billion by Wall Street (assuming a generous value of about $1 billion for its software division). To put this into perspective, investors who are optimistic about Bitcoin could purchase it directly from a crypto exchange for $67,464 right now. But if you buy shares of MicroStrategy, you’re paying about a 155% premium, or roughly $172,000 per token. This is a premium for the ages, and it’s not going to end well for investors.

To make matters worse, MicroStrategy has financed its Bitcoin purchases by selling billions of dollars of convertible debt. With the company’s software segment losing money and generating minimal operating cash flow, there’s a very real possibility MicroStrategy won’t be able to service its outstanding debt.

Lastly, the bull case for Bitcoin is very much in question. It, arguably, failed its real-world use case in El Salvador, and we’ve witnessed multiple next-generation blockchain networks validate transactions at a cheaper and faster rate. What’s more, Bitcoin’s perceived scarcity is a function of computer code and isn’t, necessarily, written in stone.

The otherworldly valuation premium currently bestowed on MicroStrategy simply isn’t sustainable.

Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:

• Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,294!*

• Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,736!*

• Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $416,371!*

Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon.

See 3 “Double Down” stocks »

*Stock Advisor returns as of October 21, 2024

Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bitcoin, Chipotle Mexican Grill, and Nvidia. The Motley Fool recommends the following options: short December 2024 $54 puts on Chipotle Mexican Grill. The Motley Fool has a disclosure policy.

1 Magnificent Stock-Split Stock That’s a No-Brainer Buy Right Now and 1 to Avoid at All Costs was originally published by The Motley Fool

Market News and Data brought to you by Benzinga APIs

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Austin, TX, USA, Oct. 23, 2024 (GLOBE NEWSWIRE) — Custom Market Insights has published a new research report titled “Active Optical Cable Market Size, Trends and Insights By Data Rate (10 Gbps, 25 Gbps, 40 Gbps, 100 Gbps, Others), By Application (Data Centers, Consumer Electronics, High-Performance Computing (HPC), Telecommunications, Automotive, Others), By Protocol (Ethernet, InfiniBand, Fiber Channel, HDMI/DisplayPort, USB, Others), By Length (Short Range (up to 100 meters), Medium Range (100 meters to 300 meters), Long Range (above 300 meters)), By Connector Type (SFP (Small Form-factor Pluggable), QSFP (Quad Small Form-factor Pluggable), CXP (InfiniBand CXP), CFP (C Form-factor Pluggable), Others), and By Region – Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033“ in its research database.

“According to the latest research study, the demand of global Active Optical Cable Market size & share was valued at approximately USD 7,258.1 Million in 2023 and is expected to reach USD 8,288.8 Million in 2024 and is expected to reach a value of around USD 27,383.2 Million by 2033, at a compound annual growth rate (CAGR) of about 14.2% during the forecast period 2024 to 2033.”

Click Here to Access a Free Sample Report of the Global Active Optical Cable Market @ https://www.custommarketinsights.com/request-for-free-sample/?reportid=53152

Active Optical Cables (AOCs) Market: Growth Factors and Dynamics

• Rising Demand for High-speed Data Transmission: The increasing need for high-speed data transmission in data centers, telecommunications, and cloud computing environments is a significant driver for the AOCs market. AOCs offer faster data transfer rates compared to traditional copper cables, meeting the growing bandwidth requirements of modern applications and driving market growth.

• Advancements in Networking Technologies: Continuous advancements in networking technologies, such as Ethernet, InfiniBand, and Fiber Channel, are fueling the demand for AOCs. These cables support higher data rates, lower latency, and longer reach compared to copper cables, enabling the deployment of high-performance networking solutions in various industries.

• Data Center Expansion and Cloud Computing Adoption: The expansion of data centers and the widespread adoption of cloud computing services drive the demand for AOCs. As data centers scale to accommodate increasing volumes of data and workloads, AOCs provide scalable and flexible connectivity solutions, facilitating high-speed data transfer between servers, switches, and storage devices.

• Demand for High-performance Computing (HPC) Systems: The growth of HPC systems in research, scientific simulations, and artificial intelligence (AI) applications drives the adoption of AOCs. AOCs enable fast and reliable data transmission between compute nodes, accelerators, and storage systems in HPC clusters, supporting the high-bandwidth and low-latency requirements of compute-intensive workloads.

• Advantages over Copper Cables: AOCs offer several advantages over traditional copper cables, including higher data transfer rates, lower power consumption, reduced electromagnetic interference (EMI), and lighter weight. These advantages make AOCs ideal for applications requiring long-distance, high-speed data transmission in data centers, telecommunications, and consumer electronics.

• Growing Adoption in Consumer Electronics: The increasing adoption of high-definition video streaming, virtual reality (VR), and gaming applications in consumer electronics drives the demand for AOCs. AOCs based on HDMI and DisplayPort protocols enable high-speed, high-resolution video and audio transmission over longer distances, enhancing the user experience in home entertainment systems and digital signage applications.

Request a Customized Copy of the Active Optical Cable Market Report @ https://www.custommarketinsights.com/inquire-for-discount/?reportid=53152

Active Optical Cables (AOCs) Market: Partnership and Acquisitions

• In 2022, II-VI Incorporated introduced the Pluggable Optical Line Subsystem (POLS) in QSFP form factor, tailored for 400ZR/ZR+ transport in data center interconnects. This compact system supports full-duplex multichannel transmission, reducing power consumption and space usage, while ensuring compatibility with widely available sockets.

• In 2021, Broadcom unveiled 100Gbps Multimode AOCs and pluggable optical transceivers enabling high-speed connectivity for modern servers, supporting link speeds up to 100-Gb/s per lane. These innovations address the growing demand for fast and efficient data transmission in server environments.

Report Scope

(A free sample of the Active Optical Cable report is available upon request; please contact us for more information.)

Our Free Sample Report Consists of the following:

• Introduction, Overview, and in-depth industry analysis are all included in the 2024 updated report.
• The COVID-19 Pandemic Outbreak Impact Analysis is included in the package.
• About 220+ Pages Research Report (Including Recent Research)
• Provide detailed chapter-by-chapter guidance on the Request.
• Updated Regional Analysis with a Graphical Representation of Size, Share, and Trends for the Year 2024
• Includes Tables and figures have been updated.
• The most recent version of the report includes the Top Market Players, their Business Strategies, Sales Volume, and Revenue Analysis 
• Custom Market Insights (CMI) research methodology

(Please note that the sample of the Active Optical Cable report has been modified to include the COVID-19 impact study prior to delivery.)

Request a Customized Copy of the Active Optical Cable Market Report @ https://www.custommarketinsights.com/report/active-optical-cable-market/

Active Optical Cables (AOCs) Market: COVID-19 Analysis

The COVID-19 pandemic has significantly impacted the Active Optical Cables (AOCs) Market, with the industry experiencing both positive and negative effects. Here are some of the key impacts:

• Supply Chain Disruptions: The COVID-19 pandemic disrupted global supply chains, leading to shortages of critical components and materials required for AOC manufacturing. Delays in production and logistics hindered the availability of AOCs, impacting the market’s growth.

• Reduced IT Spending: Economic uncertainties caused by the pandemic led to reduced IT spending by businesses and enterprises, affecting investments in data center infrastructure and network upgrades. This resulted in a slowdown in AOC procurement and deployment, particularly in industries heavily impacted by the pandemic.

• Resilience in Data Center Expansion: As businesses adapt to remote work and digital transformation initiatives, the demand for data center infrastructure rebounds. Increased investments in cloud computing, online services, and remote collaboration tools drive the deployment of AOCs for high-speed data transmission within data centers.

• Acceleration of 5G Rollout: The rollout of 5G networks accelerates post-pandemic, driving demand for AOCs in telecommunications infrastructure. AOCs support high-speed data transmission between 5G base stations, routers, and core networks, enabling the delivery of low-latency, high-bandwidth services to consumers and businesses.

• Recovery in High-performance Computing (HPC): Recovery in HPC applications, such as scientific research, AI, and simulations, drives demand for AOCs in data-intensive computing environments. AOCs facilitate fast and reliable data transmission between compute nodes, accelerators, and storage systems, supporting the performance requirements of HPC workloads.

• Return of Consumer Electronics Demand: The recovery of consumer electronics demand post-pandemic boosts the adoption of AOCs in applications like high-definition video streaming, gaming, and virtual reality. AOCs based on HDMI and DisplayPort protocols enable high-speed, high-resolution video and audio transmission, enhancing the user experience in home entertainment systems and digital displays.

• Investments in Semiconductor Manufacturing: Investments in semiconductor manufacturing capacity and technology advancements support the production of AOC components, reducing supply chain constraints. Enhanced manufacturing capabilities improve the availability and affordability of AOCs, enabling market recovery and meeting the growing demand for high-speed connectivity solutions.

In conclusion, the COVID-19 pandemic has had a mixed impact on the Active Optical Cables (AOCs) Market, with some challenges and opportunities arising from the pandemic.

Request a Customized Copy of the Active Optical Cable Market Report @ https://www.custommarketinsights.com/report/active-optical-cable-market/

Key questions answered in this report:

• What is the size of the Active Optical Cable market and what is its expected growth rate?
• What are the primary driving factors that push the Active Optical Cable market forward?
• What are the Active Optical Cable Industry’s top companies?
• What are the different categories that the Active Optical Cable Market caters to?
• What will be the fastest-growing segment or region?
• In the value chain, what role do essential players play?
• What is the procedure for getting a free copy of the Active Optical Cable market sample report and company profiles?

Key Offerings:

• Market Share, Size & Forecast by Revenue | 2024−2033
• Market Dynamics – Growth Drivers, Restraints, Investment Opportunities, and Leading Trends
• Market Segmentation – A detailed analysis by Types of Services, by End-User Services, and by regions
• Competitive Landscape – Top Key Vendors and Other Prominent Vendors

Buy this Premium Active Optical Cable Research Report | Fast Delivery Available – [220+ Pages] @ https://www.custommarketinsights.com/report/active-optical-cable-market/

Active Optical Cable Market – Regional Analysis

The Active Optical Cables (AOCs) Market is segmented into various regions, including North America, Europe, Asia-Pacific, and LAMEA. Here is a brief overview of each region:

• North America: In North America, the Active Optical Cable market is characterized by a strong focus on technological innovation and the adoption of high-speed networking solutions. Trends include increased investments in data center infrastructure, cloud computing services, and emerging technologies such as 5G networks and artificial intelligence (AI). Additionally, partnerships between technology companies and government initiatives drive advancements in networking technologies and propel market growth.

• Europe: Europe’s AOCs market sees trends driven by the region’s emphasis on sustainable development and digital transformation. Key trends include the deployment of AOCs in renewable energy projects, smart city initiatives, and high-speed broadband networks. Additionally, collaborations between industry stakeholders and research institutions drive advancements in photonics, optoelectronics, and fiber optic communication technologies, positioning Europe as a leader in the global AOCs market.

• Asia-Pacific: The Asia-Pacific region dominates the global AOCs market, driven by rapid industrialization, urbanization, and technological advancements. Trends include the proliferation of 5G networks, expansion of data center infrastructure, and adoption of fiber optic connectivity solutions in emerging economies such as China, India, and Southeast Asia. Additionally, government initiatives to promote digital connectivity, smart manufacturing, and smart city development fuel market growth and drive demand for AOCs.

• LAMEA (Latin America, Middle East, and Africa): In the LAMEA region, trends in the AOCs market are influenced by factors such as infrastructure development, economic diversification, and geopolitical dynamics. Key trends include the deployment of AOCs in oil and gas exploration, telecommunication networks, and smart grid projects. Additionally, partnerships between regional and international companies drive technology transfer and knowledge exchange, fostering market growth and innovation in the AOCs sector.

Request a Customized Copy of the Active Optical Cable Market Report @ https://www.custommarketinsights.com/report/active-optical-cable-market/

(We customized your report to meet your specific research requirements. Inquire with our sales team about customizing your report.)

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Browse the full “Active Optical Cable Market Size, Trends and Insights By Data Rate (10 Gbps, 25 Gbps, 40 Gbps, 100 Gbps, Others), By Application (Data Centers, Consumer Electronics, High-Performance Computing (HPC), Telecommunications, Automotive, Others), By Protocol (Ethernet, InfiniBand, Fiber Channel, HDMI/DisplayPort, USB, Others), By Length (Short Range (up to 100 meters), Medium Range (100 meters to 300 meters), Long Range (above 300 meters)), By Connector Type (SFP (Small Form-factor Pluggable), QSFP (Quad Small Form-factor Pluggable), CXP (InfiniBand CXP), CFP (C Form-factor Pluggable), Others), and By Region – Global Industry Overview, Statistical Data, Competitive Analysis, Share, Outlook, and Forecast 2024–2033“ Report at https://www.custommarketinsights.com/report/active-optical-cable-market/

List of the prominent players in the Active Optical Cables (AOCs) Market:

• Finisar Corporation
• Molex LLC
• TE Connectivity Ltd.
• Broadcom Inc.
• Mellanox Technologies (now part of NVIDIA Corporation)
• Sumitomo Electric Industries Ltd.
• Siemon Company
• 3M Company
• Amphenol Corporation
• EMCORE Corporation
• FCI USA LLC (a subsidiary of Amphenol Corporation)
• HUBER+SUHNER AG
• Accelink Technologies Co. Ltd.
• Reflex Photonics Inc.
• Timbercon Inc.
• Others

Click Here to Access a Free Sample Report of the Global Active Optical Cable Market @ https://www.custommarketinsights.com/report/active-optical-cable-market/

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• 25% discount on your next purchase.
• Service guarantees are available.
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The Active Optical Cables (AOCs) Market is segmented as follows:

By Data Rate

• 10 Gbps
• 25 Gbps
• 40 Gbps
• 100 Gbps
• Others

By Application

• Data Centers
• Consumer Electronics
• High-Performance Computing (HPC)
• Telecommunications
• Automotive
• Others

By Protocol

• Ethernet
• InfiniBand
• Fiber Channel
• HDMI/DisplayPort
• USB
• Others

By Length

• Short Range (up to 100 meters)
• Medium Range (100 meters to 300 meters)
• Long Range (above 300 meters)

By Connector Type

• SFP (Small Form-factor Pluggable)
• QSFP (Quad Small Form-factor Pluggable)
• CXP (InfiniBand CXP)
• CFP (C Form-factor Pluggable)
• Others

Click Here to Get a Free Sample Report of the Global Active Optical Cable Market @ https://www.custommarketinsights.com/report/active-optical-cable-market/

Regional Coverage:

North America

• U.S.
• Canada
• Mexico
• Rest of North America

Europe

• Germany
• France
• U.K.
• Russia
• Italy
• Spain
• Netherlands
• Rest of Europe

Asia Pacific

• China
• Japan
• India
• New Zealand
• Australia
• South Korea
• Taiwan
• Rest of Asia Pacific

The Middle East & Africa

• Saudi Arabia
• UAE
• Egypt
• Kuwait
• South Africa
• Rest of the Middle East & Africa

Latin America

• Brazil
• Argentina
• Rest of Latin America

This Active Optical Cable Market Research/Analysis Report Contains Answers to the following Questions.

• Which Trends Are Causing These Developments?
• Who Are the Global Key Players in This Active Optical Cable Market? What are Their Company Profile, Product Information, and Contact Information?
• What Was the Global Market Status of the Active Optical Cable Market? What Was the Capacity, Production Value, Cost and PROFIT of the Active Optical Cable Market?
• What Is the Current Market Status of the Active Optical Cable Industry? What’s Market Competition in This Industry, Both Company and Country Wise? What’s Market Analysis of Active Optical Cable Market by Considering Applications and Types?
• What Are Projections of the Global Active Optical Cable Industry Considering Capacity, Production and Production Value? What Will Be the Estimation of Cost and Profit? What Will Be Market Share, Supply and Consumption? What about imports and exports?
• What Is Active Optical Cable Market Chain Analysis by Upstream Raw Materials and Downstream Industry?
• What Is the Economic Impact On Active Optical Cable Industry? What are Global Macroeconomic Environment Analysis Results? What Are Global Macroeconomic Environment Development Trends?
• What Are Market Dynamics of Active Optical Cable Market? What Are Challenges and Opportunities?
• What Should Be Entry Strategies, Countermeasures to Economic Impact, and Marketing Channels for Active Optical Cable Industry?

Click Here to Access a Free Sample Report of the Global Active Optical Cable Market @ https://www.custommarketinsights.com/report/active-optical-cable-market/

Reasons to Purchase Active Optical Cable Market Report

• Active Optical Cable Market Report provides qualitative and quantitative analysis of the market based on segmentation involving economic and non-economic factors.
• Active Optical Cable Market report outlines market value (USD) data for each segment and sub-segment.
• This report indicates the region and segment expected to witness the fastest growth and dominate the market.
• Active Optical Cable Market Analysis by geography highlights the consumption of the product/service in the region and indicates the factors affecting the market within each region.
• The competitive landscape incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions, and acquisitions in the past five years of companies profiled.
• Extensive company profiles comprising company overview, company insights, product benchmarking, and SWOT analysis for the major market players.
• The Industry’s current and future market outlook concerning recent developments (which involve growth opportunities and drivers as well as challenges and restraints of both emerging and developed regions.
• Active Optical Cable Market Includes in-depth market analysis from various perspectives through Porter’s five forces analysis and provides insight into the market through Value Chain.

Reasons for the Research Report

• The study provides a thorough overview of the global Active Optical Cable market. Compare your performance to that of the market as a whole.

• Aim to maintain competitiveness while innovations from established key players fuel market growth.

Buy this Premium Active Optical Cable Research Report | Fast Delivery Available – [220+ Pages] @ https://www.custommarketinsights.com/report/active-optical-cable-market/

What does the report include?

• Drivers, restrictions, and opportunities are among the qualitative elements covered in the worldwide Active Optical Cable market analysis.

• The competitive environment of current and potential participants in the Active Optical Cable market is covered in the report, as well as those companies’ strategic product development ambitions.

• According to the component, application, and industry vertical, this study analyzes the market qualitatively and quantitatively. Additionally, the report offers comparable data for the important regions.

• For each segment mentioned above, actual market sizes and forecasts have been given.

Who should buy this report?

• Participants and stakeholders worldwide Active Optical Cable market should find this report useful. The research will be useful to all market participants in the Active Optical Cable industry.
• Managers in the Active Optical Cable sector are interested in publishing up-to-date and projected data about the worldwide Active Optical Cable market.
• Governmental agencies, regulatory bodies, decision-makers, and organizations want to invest in Active Optical Cable products’ market trends.
• Market insights are sought for by analysts, researchers, educators, strategy managers, and government organizations to develop plans. 

Request a Customized Copy of the Active Optical Cable Market Report @ https://www.custommarketinsights.com/report/active-optical-cable-market/

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There’s arguably not a billionaire money manager that garners more attention on Wall Street than Berkshire Hathaway‘s (NYSE: BRK.A)(NYSE: BRK.B) chief, Warren Buffett. The accurately dubbed “Oracle of Omaha” has led his company’s Class A shares (BRK.A) to a mouthwatering aggregate return of more than 5,600,000% since he became CEO almost six decades ago.

Riding Buffett’s coattails has been a surefire long-term investment strategy. Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC).

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC. This filing provides a concise snapshot of which stocks Wall Street’s best money managers are buying and selling — and there’s no 13F more anticipated each quarter than Berkshire Hathaway.

Over the last two years, Buffett and his team have been decisive net sellers of stocks. Based on the seven quarters of cash flow statements from Berkshire Hathaway (from Oct. 1, 2022 through June 30, 2024), Buffett and his top investing aides, Todd Combs and Ted Weschler, have sold close to $132 billion more in stocks than they’ve purchased.

While no Warren Buffett stock has been given the heave-ho quite like Berkshire’s No. 1 holding, Apple (NASDAQ: AAPL), the Oracle of Omaha is finding value in Wall Street’s most prominent reverse stock split stock of 2024.

Amid Warren Buffett’s selling spree, top holding Apple has been meaningfully reduced. In a three-quarter period from Oct. 1, 2023 through June 30, 2024, Berkshire’s stake in Apple declined by more than 515 million shares, or 56%, to precisely 400 million shares.

Benign profit-taking may very well be the catalyst that enticed Buffett to ring the register. During Berkshire Hathaway’s annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. With his company sitting on a mammoth unrealized gain in Apple, he suggested that locking in some gains now at a lower tax rate would, eventually, be viewed favorably by Berkshire Hathaway’s shareholders.

To add to this point, Berkshire’s chief has continued to praise Apple’s business, even as he sizably pared down his company’s No. 1 position. He appreciates Apple’s strong branding and the loyalty of its customer base.

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Furthermore, Buffett is a big fan of what CEO Tim Cook has done for Apple. He’s overseeing a multiyear transformation designed to promote Apple’s higher-margin Services segment, and has spearheaded the largest share buyback program of any public company. Since initiating share repurchases in 2013, Apple has bought back $700.6 billion worth of its common stock and reduced its outstanding share count by 42.2%. This has had a decisively positive impact on the company’s earnings per share (EPS).

But in spite all of these positives, Apple’s growth engine has stalled. Sales of its physical devices, including iPhone, iPad, and Mac, have been weak for much of the last two years. If a growth company’s sales stall, it can expose its valuation premium.

When Berkshire Hathaway’s brightest investment minds, including Buffett, first purchased shares of Apple in the first quarter of 2016, it was valued at between 10 and 12 times trailing-12-month (TTM) EPS. Today, Apple is valued at almost 36 times TTM EPS, which is a level that an ardent value investor like Warren Buffett would struggle to support — especially with the company’s sales stuck in neutral.

The Oracle of Omaha’s broad-based selling also alludes to the lack of value on Wall Street. This is one of the priciest stock markets in history, and Berkshire’s record cash pile of $276.9 billion plainly suggests that Buffett and his team are struggling to find attractive deals… with one exception.

Amid Warren Buffett’s record selling spree, there is one stock that he and his team can’t stop buying. Interestingly enough, it’s also the most prominent company to have completed a reverse stock split this year. I’m talking about satellite-radio operator Sirius XM Holdings (NASDAQ: SIRI).

In December, Sirius XM announced plans to merge with Liberty Media’s Sirius XM tracking stock, Liberty Sirius XM Group. Liberty Media was the majority stakeholder in Sirius XM, but its three classes of tracking stocks rarely matched the performance of Sirius XM’s common stock. Combining these shares into one class ended this confusion.

Meanwhile, completing a 1-for-10 reverse split lifted Sirius XM’s share price from the mid-$2s to the mid-$20s following the merger. Whereas most reverse splits are undertaken from a position of operating weakness and are necessary to avoid delisting from a major stock exchange, Sirius XM was in no danger of delisting. This split was solely designed to get its shares back on the radar of high-profile money managers who might otherwise avoid stocks trading below $5 per share.

Over the past year, Buffett and his team built their stakes in two share classes of Liberty Sirius XM Group’s stock, as well as Sirius XM Holdings. Based on a Form 4 filing with the SEC last week, which detailed the purchase of an additional 1.56 million shares of Sirius XM, Buffett’s company now holds more than 110 million shares. This works out to almost a third of the company’s outstanding shares.

Perhaps Buffett’s favorite trait about Sirius XM is that it’s a legal monopoly. Though it still competes for listeners with traditional radio operators, it’s the only licensed satellite-radio company. Maintaining a legal moat should afford Sirius XM meaningful subscription pricing power and lead to predictable operating cash flow.

Berkshire’s top investment minds have likely also noticed that Sirius XM’s sales channels give it an inherent advantage over other radio companies. Whereas online and terrestrial radio operators rely heavily on ad spending, which is highly cyclical, Sirius XM brought in 77% of its net sales from subscriptions and roughly 19% from advertising through the first-half of 2024. Subscribers are far less likely to cancel their service during periods of economic turbulence than businesses are to cut their marketing budget.

Sirius XM possesses cost advantages over its peers, too. Specifically, its transmission and equipment expenses tend to be relatively static, regardless of how many subscribers the company has. If Sirius XM can grow its subscriber count over time, this would, presumably, lead to an expansion of its operating margin.

Lastly, there’s a genuine value proposition with Sirius XM stock. Shares are trading at 8 times forward-year EPS, and its roughly $1.06 per share base annual payout works out to a nearly 4% dividend yield. Sirius XM is standing out in all the right ways for the Oracle of Omaha in a historically pricey stock market.

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Sean Williams has positions in Sirius XM. The Motley Fool has positions in and recommends Apple and Berkshire Hathaway. The Motley Fool has a disclosure policy.

Billionaire Warren Buffett Sold 56% of Berkshire’s Stake in Apple and Is Piling Into Wall Street’s Most Prominent Reverse Stock Split of 2024 was originally published by The Motley Fool

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McDonald’s stock (MCD) tumbled over 6% in early trading on Wednesday after the Centers for Disease Control and Prevention said the company’s Quarter Pounder burgers had been linked to an E. coli outbreak in some states, with most illnesses in Colorado and Nebraska.

“This is a fast-moving outbreak investigation,” the CDC wrote on its website. “Most sick people are reporting eating Quarter Pounder hamburgers from McDonald’s and investigators are working quickly to confirm which food ingredient is contaminated.”

The company’s stock sank as much as 10% in extended trading in the immediate aftermath of the news on Tuesday.

The CDC said McDonald’s has stopped using fresh slivered onions and quarter-pound beef patties in certain states while a source of the illness is confirmed.

One person has died from the outbreak, the agency said, and 10 hospitalizations have been reported across 10 states.

In an internal memo that McDonald’s shared on its website Tuesday evening, McDonald’s chief supply chain officer of North America Cesar Piña said the company is taking “swift and decisive action” and noted that the initial findings from the investigation “indicate that a subset of illnesses may be linked to slivered onions used in the Quarter Pounder and sourced by a single supplier that serves three distribution centers.”

“As a result, and in line with our safety protocols, all local restaurants have been instructed to remove this product from their supply and we have paused the distribution of all slivered onions in the impacted area,” the company said.

McDonald’s will temporarily remove the menu item from restaurants in the impacted areas, including Colorado, Kansas, Utah, and Wyoming, as well as portions of Idaho, Iowa, Missouri, Montana, Nebraska, Nevada, New Mexico, and Oklahoma. All other menu items are available.

“While the incident appears to be more contained than others we have seen in the industry, an expansion of the investigation or sustained publicity is what has the potential to weigh on consumer traffic,” BTIG analyst Peter Saleh wrote in a note to clients on Wednesday.

He added the incident could dampen the ongoing Chicken Big Mac and McRib limited-time offerings set to round out the year.

“We believe McDonald’s could reduce the advertising supporting these [limited-time offerings] receive in the near future, as the message may fall on deaf ears amid broader news coverage,” he explained. “The company may also want to shift its messaging to quality, and away from value, to reassure consumers about its food safety.”

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