S & P 500 is the measurement index used by most investors. In fact, SPDR S & P 500 ETF TRUST NYSEARCA: Spy He is one of Wide -ranging index funds For negative investors. Investing in the spy has been a good strategy in the past few years, as huge market gain shares have dominated the market.
This was an additional benefit represented in giving investors to topics such as industrial automation, artificial intelligence (AI), and semi -conductors.
However, with the expansion of the market height to other sectors, the focus only on these names can expose investors to greater risks and less reward than they believe. The spy is an indication of the market market, which means that it will buy shares with the highest market payments, regardless of any other basics.
As of July 24, the two largest holders are Nvidia Corp. Nasdak: nvda And Microsoft Corp. Nasdak: msft.
The good news is that investors benefit from the positive momentum in these shares. However, this growth comes at a bonus price, and investors may not invest faster stocks.
Investors who are looking to diversify their portfolio must consider opportunities in Pulling and International stocks. These can provide higher growth capabilities, especially at the beginning of a long -term innovation cycle like what happens with artificial intelligence.
Lidar growth approach to growth
Independent vehicles (AVS) is an emerging story. Companies like Tesla Inc. Nasdak: Tesla And alphabet inc. Nasdak: Googl Ratoles from Robotaxis and Waymo AVS were launched in selected markets all over the world.
Aeva Technologies today
AEVA technology
As of 04:00 pm
- 52 weeks
- $ 2.36
▼
$ 38.80
- The target price
- $ 17.00
Now, the question is one of the size. In the case of Waymo, this will mean Lidar technology. Investors see this opportunity in a company like AEVA Technologies Inc. Nasdak: Eva. With the maximum market of $ 1.3 billion, it is not the biggest name in the Lidar area.
However, the company distinguishes itself with Lidar 4D system that measures the distance and speed using the unique modified FMCW technology.
The ability to measure speed is a major progress in Lidar technology and allows for AEVA to exist Many contracts in the independent car area In 2025, this does not contribute to revenue yet, but investors are looking for it. AEVA increased by 401 % in 2025.
In June and July, analysts raised Ruth Capital and Wofheimer’s targets of their price. However, the stock decreased by 20 % last month, indicating that the short interest of more than 17 % is weighing to the arrows.
A defensive play in independent technology
Topple today
As of 04:00 pm
- 52 weeks
- $ 5.84
▼
$ 31.77
- The target price
- $ 15.24
OUSTER Inc. Nyse: out It is an example of a sufficient space in the area of the independent car for many competitors. In the event of overthrow, it is not the way the company implements on Lidar technology; where.
OUSter focuses on the markets of defense, robotics and industrial automation. In June, the company was digital Lidar It was approved by the US Department of Defense (DOD) For inhabited aircraft. This corresponds to the Pentagon plans to use the upcoming growing defensive spending after a large and beautiful draft law via Congress.
However, revenues from these projects will take time to achieve them. For this reason, investors may need to wait for a better entry point. As of the writing of these lines, OUST has increased by 126 % in 2025 and more than 258 % in the past three months. It is much higher than the price of its consensus as the animal spirits takes on the market. However, the company Next profits in August Bulls can give the upper hand.
This international infrastructure of artificial intelligence is still growing
Taiwan manufacturing semi -conductors today
Taiwan manufacturing semiconductors
- 52 weeks
- 133.57 dollars
▼
248.28 dollars
- Profit
- 1.01 %
- P/E ratio.
- 28.00
- The target price
- $ 258.33
Taiwan manufacturing semiconductors Nyse: tsm Sared a small company. With the maximum market for more than $ 1.25 trillion, the Taiwan -based Chip Foundry is the seat of the largest companies in the chips sector. It is also one of the best performance stocks and has space for operation.
One of the main reasons for investing investors in the company’s growth is its contracts with Apple Inc. Nasdak: AaplAdvanced Micro Devices Inc. Nasdak: AMD And nvidia. With a few competitors to threaten its leadership, Taiwan will remain semiconductors at the heart of the manufacture of chips.
The TSM stock increased by 22 % in 2025, but the focus is likely to be the next. The company submitted a strong profit report on July 17, as revenues increased by 50 % on an annual basis (YO) and arrow profits (EPS) by 66 % on an annual basis. Founding investors continue to invest in the company despite geopolitical concerns, which fuel the shares The upcoming expectations.
Before you think about manufacturing semiconductor Taiwan, you will want to hear this.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whose senior analysts are quietly whispered to their customers to buy now before hunting the broader market … The manufacture of semiconductors in Taiwan was not included in the list.
While the manufacture of semiconductors in Taiwan currently has a purchase classification among analysts, higher -rated analysts believe that these five stocks are better.
Show the five stocks here
Enter your email address and we will send you the Marketbeat menu that includes seven shares and why their long -term expectations are very promising.
