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Submitted URL: https://click.exct.investorplace.com/?qs=b40c7042ae244d36698b19b4ac9ffeb727e3313d0034186dc382985234afb219502a25ec9a98714e5be4bf559b8b...
Effective URL: https://investorplace.com/hypergrowthinvesting/2024/08/the-stocks-seeing-fantastic-earnings-growth-right-now/?utm_source=h...
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 * The Stocks Seeing Fantastic Earnings Growth Right Now

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THE STOCKS SEEING FANTASTIC EARNINGS GROWTH RIGHT NOW

As go earnings, so go stocks

10h ago · August 16, 2024 By Luke Lango, InvestorPlace Senior Investment Analyst

Key Takeaways:

 * Earnings matter the most when it comes to a stock’s price. When earnings are
   rising, stocks rise, too. And when earnings are falling, so are stocks.
 * About 90% of firms in the S&P 500 have reported second-quarter earnings so
   far. The average earnings growth rate for those companies is about 9%. That’s
   one of the S&P’s best earnings growth rates since 2021. And semiconductor
   stocks are seeing particularly exceptional earnings growth right now.
 * Tech titans like Meta, Microsoft, Amazon, and Alphabet are spending billions
   of dollars to create world-class AI models. That, of course, starts with
   developing the infrastructure necessary to create such AI models.
 * The investment frenzy is translating into supercharged demand for AI
   semiconductor companies and, in turn, supercharged profit growth.




Over the past few weeks, the stock market has whipsawed between crashing and
soaring. It’s been quite a rollercoaster ride for investors. Yet, through it
all, we have remained resolutely bullish. 

And it all has to do with earnings.

Why? Well, because above all else, earnings matter the most when it comes to a
stock’s price. When earnings are rising, stocks rise, too. And when earnings are
falling, so are stocks. 

This correlation is very strong; and right now – despite fears about an incoming
recession – earnings are still rising. 

In fact, about 90% of firms in the S&P 500 have reported second-quarter earnings
so far. The average earnings growth rate for those companies is about 9%. That’s
one of the S&P’s best earnings growth rates since 2021. 

And semiconductor stocks are seeing particularly exceptional earnings growth
right now. 

Last night, semi firm Applied Materials (AMAT) reported that earnings rose 12%
this past quarter. Advanced Micro Devices (AMD) saw 19% earnings growth in Q2,
while KLA Corporation (KLAC) reported 22% growth. Peer Qualcomm (QCOM) achieved
25% earnings growth, and Lam Research (LRCX) saw a whopping 36% rise. 

Across the board, semiconductor stocks are reporting huge earnings growth right
now – thanks to the powerful and enduring AI Boom. 




AI SPENDING FRENZY IS A BOON FOR STOCKS

Right now, tech titans like Meta (META), Microsoft (MSFT), Amazon (AMZN), and
Alphabet (GOOGL) are going all-in on the AI Boom. They are spending billions of
dollars to create world-class AI models. That, of course, starts with developing
the infrastructure necessary to create such AI models – things like AI data
centers, chips, networking, and more.  

In other words, we are currently in the midst of a multi-billion-dollar AI
infrastructure investment frenzy. 

The investment frenzy is translating into supercharged demand for AI
semiconductor companies and, in turn, supercharged profit growth. 

That’s why, in our model portfolios, we used last week’s selloff to buy the dip
in a few high-quality AI semiconductor stocks. 

Now it looks like that was the right move. 

The S&P 500 has rallied about 7% off its lows from last Monday. That is a big
gain in just 10 days. But in fact, it still pales in comparison to some of the
gains we’ve seen across the AI semiconductor sector. 

AI server supplier Super Micro (SMCI), for example, has gained more than 30% off
the lows from last Monday. Celestica (CLS) has risen by more than 35%. Dell
(DELL) is up about 25% off last week’s lows. ONTO Innovation (ONTO) is up around
35%, while Vertiv (VRT) is up about 30%.

AI semiconductor stocks have broadly soared from last week’s lows – and we think
this big rally can continue. 




THE FINAL WORD ON EARNINGS

Over the years, we’ve gleaned many insights from our experience in the stock
market. But one has become a core mantra – as go earnings, so go stocks. 

Of course, if earnings go up, stocks do, too. Looking across the entire S&P 500
Semiconductor and Semiconductor Equipment industry, earnings are expected to
rise by more than 70% this quarter and nearly 50% the next. Not to mention,
earnings are expected to rise nearly 40% in 2025 – and another 15% in 2026. 

In other words, according to estimates, semiconductor companies are in the early
innings of a multi-year earnings boom. 

And that should lead to a multi-year stock boom, too. 

We would continue to buy AI semi stocks on weakness ahead of this boom. But
they’re not the only stocks on our short list…

Learn about the picks we’re most bullish on right now.

On the date of publication, Luke Lango did not have (either directly or
indirectly) any positions in the securities mentioned in this article.

P.S. You can stay up to speed with Luke’s latest market analysis by reading our
Daily Notes! Check out the latest issue on your Innovation Investor or Early
Stage Investor subscriber site.

Submit



Luke Lango Editor, Hypergrowth Investing


MEET LUKE LANGO

By uncovering early investments in hypergrowth industries, Luke Lango puts you
on the ground-floor of world-changing megatrends.

Learn more about Luke

--------------------------------------------------------------------------------

Article printed from InvestorPlace Media,
https://investorplace.com/hypergrowthinvesting/2024/08/the-stocks-seeing-fantastic-earnings-growth-right-now/.

©2024 InvestorPlace Media, LLC


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