Author: openjargon

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Nvidia (NASDAQ: NVDA) has been one of the biggest successes in artificial intelligence (AI) over the past five years, as the company’s sales and earnings have skyrocketed due to demand for its AI processors. The increasing need for the company’s semiconductors has fueled the company’s share price rise, pushing Nvidia stock up more than 1,200% over the past five years. 

Spoiler alert: The next five years are unlikely to bring similar results. However, Nvidia and its shareholders are likely to still benefit significantly. Here’s why: 

1. AI semiconductor demand is still very high

Before Nvidia reported its fiscal third-quarter results, investors were on edge. The market had been wondering if all the talk of an AI bubble was true.

It turns out, there’s still plenty of demand for Nvidia’s processors. The company’s data center revenue rose 66% in the quarter to $51.2 billion. What’s more, Nvidia’s non-GAAP (adjusted) earnings per share popped 60% to $1.30, outpacing Wall Street’s consensus estimate of $1.25.

While Nvidia’s strong quarterly results didn’t necessarily disprove that some parts of the AI market are overvalued, it certainly proved that demand for the company’s semiconductors remains very high.

2. More spending is likely on the way

Nvidia’s impressive third-quarter results are, of course, just a snapshot of what’s happening with the company at the moment. However, it’s also likely an indicator of what the company may continue to experience over the next few years.

Nvidia CEO Jensen Huang has said that tech companies will invest $3 trillion to $4 trillion over the next five years as they continue to build out their artificial intelligence infrastructure. And before you write this off as just another optimistic tech CEO pumping up his own company’s opportunity, consider that Alphabet, Meta Platforms, Amazon, and Microsoft are collectively spending $380 billion in capital expenditures (capex) this year. Much of that spending is going to data center investments, and Alphabet’s management has said it will “significantly increase” its spending next year.

Even if Huang’s estimate turns out to be a little optimistic, the tech companies building AI have committed billions of dollars in new spending and could continue to do so for years.

3. A slowdown in spending won’t spell doom for Nvidia

This might be an unpopular opinion, but I don’t think slowing AI spending will be all doom and gloom for Nvidia. Yes, its share price could slide once tech companies scale back their initial AI investments. However, over the long term, I believe Nvidia’s processors will continue to be in demand.

Consider that the company has 90% of the AI data center market for GPUs. The initial surge in building AI data centers with Nvidia’s GPUs is what the company is experiencing now. But over time, tech companies will need to update their data centers and upgrade them with newer, more powerful processors.

This means that Nvidia has a longtail benefit from all of these data centers being built. When spending slows, it doesn’t mean it will dry up completely. And as the leading provider of AI GPUs, Nvidia is likely to remain the go-to choice for future data center upgrades for years to come.

Nvidia is a buy-and-hold stock for the long term

There’s certainly a lot of exuberance in the market for AI stocks right now, and some of it is unwarranted. Numerous AI companies lack impressive sales and are unprofitable, yet they are trading at very frothy valuations.

However, Nvidia is still experiencing significant growth in AI, and companies continue to invest substantial funds to stay competitive in this space. The result of this is that Nvidia stock could continue climbing over the next five years.

Don’t expect the explosive gains from the past few years, but it’s certainly too early to ignore this dominant AI company.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Where will Nvidia be in 5 years? appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Chris Neiger has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

4DMedical Ltd (ASX: 4DX) shares are having a strong session on Wednesday.

At the time of writing, the ASX tech stock is up 18% to $1.96.

Why is this ASX tech stock surging?

Investors have been scrambling to buy the respiratory imaging technology company’s shares following the release of a promising announcement.

According to the release, the company has signed a significant expansion of its distribution agreement with Koninklijke Philips NV (NYSE: PHG) for its FDA-cleared, non-contrast computed tomography (CT) ventilation and perfusion imaging solution, CT:VQ.

Under the expanded agreement, Philips will add CT:VQ to its North American product portfolio, distributing the technology through its established commercial infrastructure and customer relationships.

Philips has agreed to a minimum of approximately A$15 million (US$10 million) in customer orders in 2026 and 2027.

The ASX tech stock also notes that Philips will allocate dedicated sales and clinical specialists carrying CT:VQ sales targets. Joint marketing initiatives and co-branding campaigns are being initiated to drive market awareness and adoption. RSNA (Radiological Society of North America) 2025 will mark the first major international launch event for the collaboration.

What is CT:VQ?

4D Medical describes CT:VQ as the world’s first technology capable of extracting quantitative ventilation-perfusion (VQ) data from routine non-contrast CT scans.

The technology measures regional lung tissue motion and local density changes to generate comprehensive ventilation and perfusion maps without requiring radiotracers or contrast agents.

It notes that the solution addresses several critical limitations of traditional nuclear VQ imaging. By eliminating radiotracers, the technology streamlines scheduling, improves patient access, and removes complex handling requirements, and regulatory constraints. Importantly, CT:VQ integrates seamlessly with existing CT protocols.

There are over one million nuclear VQ scans performed annually in the United States, with an average reimbursement rate of approximately US$1,150 per scan. Management points out that this represents an addressable market of more than US$1.1 billion annually in the U.S., estimated at over US$2.6 billion globally.

And given the clinical and logistical advantages of CT:VQ over traditional nuclear VQ imaging modalities, 4DMedical revealed that it is confident it can rapidly capture a significant part of this market.

Management also anticipates that the introduction of the solution into the market will drive long-term growth in demand for ventilation-perfusion scans beyond the traditional nuclear VQ indications.

Overall, these are exciting times for this ASX tech stock.

The post Why this exciting ASX tech stock is rocketing 18% today appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Vulcan Energy Resources Ltd (ASX: VUL) has made a final investment decision on its Lionheart lithium and renewable energy project in Germany, and has announced a $3.9 billion financing package to bring it into production.

The company announced on Wednesday that Phase 1 of the Lionheart project will produce 24,000 tonnes of lithium hydroxide monohydrate per year, sufficient to manufacture approximately 500,000 electric vehicle batteries.

It would also produce about 275 gigawatt hours of renewable energy and 560 gigawatt hours of heat for local consumers per year, over an estimated 30-year project life.

Debt and equity to finance project

Vulcan, which is backed by Australian iron ore magnate Gina Rinehart, said the phase one financing package included $2.1 billion in debt funding from a syndicate of 13 financial institutions, including the European Investment Bank.

The company would also raise $1.1 billion in an equity raising, comprised of a $245 million institutional placement at $4 per share, a $465 million institutional entitlement offer, and a $366 million retail offer open to existing Vulcan shareholders.

The raising is at a deep discount to Vulcan’s trading price at market close yesterday, with the company’s shares finishing at $6.13 on Tuesday.

Vulcan Managing Director Cris Moreno said securing the financing and making the decision to proceed with the project were significant milestones for the company.

A lighthouse project for Europe, Lionheart is set to redefine lithium production, delivering Europe’s first fully domestic and sustainable lithium value chain. It will also provide a clean and reliable source of renewable energy for local communities and industries in Germany’s Upper Rhine Valley.

The project involves stripping the lithium from hot brine sourced from underground, with energy and heat also produced as part of the process.

In addition to securing debt funding from the European Investment Bank, the project has also been supported by Export Finance Australia with $214 million in debt funding, Export Development Canada with $357 million, and the Export and Investment Fund of Denmark with $179 million.

Construction to start imminently

Vulcan said it had entered into the majority of the major project contracts for the construction of Lionheart Phase One and had received all of the major construction permits for the project.

The company said on Wednesday it expected the project to generate an average of €566 million in revenue per year and €427 million in EBITDA.

Vulcan shares were in a trading halt on Wednesday while the capital raising plans were finalised.

Ms Rinehart’s Hancock Prospecting owned a 6.49% stake in Vulcan before the capital raising plans were announced.

The post Gina Rinehart-backed Vulcan Energy Resources pulls trigger on European lithium project appeared first on The Motley Fool Australia.

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• Why is this ASX lithium stock sinking 7% today?

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Northern Star Resources Ltd (ASX: NST) shares are edging lower today.

Shares in the S&P/ASX 200 Index (ASX: XJO) gold stock closed yesterday trading for $27.11. In early morning trade on Wednesday, shares are swapping hands for $26.97 apiece, down 0.5%.

For some context, the ASX 200 is up 0.2% at this same time.

With today’s intraday dip factored in, Northern Star shares have gained 74.6% in 2025, racing ahead of the 4.9% year-to-date gains posted by the benchmark index.

Atop those capital gains, the ASX 200 gold stock also trades on a fully franked 2% trailing dividend yield.

The company’s roaring share price gains this year have been partly driven by the rocketing gold price. Gold is currently trading for US$4,206 per ounce, up 60% since this time last year.

Investors have also been buying the ASX gold miner amid its own operational successes, including its recent acquisition of De Grey Mining, completed in May.

Of course, those gains have come and gone.

Which brings us back to our headline question…

Are Northern Star shares a buy right now?

Red Leaf Securities’ John Athanasiou recently ran his slide rule over the ASX 200 gold miner (courtesy of The Bull).

“This gold miner has solid fundamentals, strong cash flows and a growing project pipeline, but upside is tempered by key risks,” said Athanasiou.

He noted:

Major growth projects, including KCGM (Kalgoorlie Consolidated Gold Mines) mill expansion and the Hemi development are capital intensive with execution uncertainty. Costs are under pressure, and earnings remain exposed to volatile gold prices, which increases uncertainty.

With those risks in mind, Athanasiou isn’t ready to pull the trigger to buy Northern Star shares just yet.

“Until a clearer picture emerges in relation to project delivery and commodity stability, a hold position is prudent,” he concluded.

What’s happening with the ASX 200 gold miner’s growth projects?

Commenting on the projects that are intended to deliver long-term growth for Northern Star shares at the company’s AGM in November, chairman Michael Chaney said:

A major achievement during the year, and one that sets Northern Star up for long term success, was the acquisition of De Grey Mining Ltd and its Hemi Development Project, which is one of the largest existing, undeveloped gold projects in a world-class jurisdiction.

We look forward to bringing Hemi into production over the next few years.

As for KCCM, Chaney noted that despite more challenging geotechnical conditions encountered at the project, “FY25 also saw strong progress on the KCGM Mill Expansion Project on which we expect to begin commissioning in mid calendar year 2026.”

He added, “This will allow us to progressively increase ore throughput from KCGM’s current rate of 13 million tonnes to 27 million tonnes from FY29.”

The post Up 75% this year, are Northern Star shares still a buy today? appeared first on The Motley Fool Australia.

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Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Predictive Discovery Ltd (ASX: PDI) shares are rocketing on Wednesday morning.

At the time of writing, the ASX 300 gold stock is up 27% to 79.5 cents.

This follows news that a competing takeover offer has been tabled by Perseus Mining Ltd (ASX: PRU).

ASX 300 gold stock rockets on takeover news

This morning, Predictive Discovery revealed that it has received an unsolicited proposal from Perseus Mining.

The gold miner wants to acquire all shares not already owned by it in exchange for 0.136 new Perseus shares per Predictive Discovery share.

Based on the Perseus Mining share price at yesterday’s close, this values each Predictive Discovery share at 77.8 cents. This implies a fully diluted valuation of approximately $2.1 billion and represents a premium of 24.5% to its last close price on 2 December.

The ASX 300 gold stock notes that the proposal is superior to is planned merger with Robex Resources (ASX: RXR), which aimed to creates West Africa’s next mid-tier gold producer. Robex shares are crashing 10% on the news today. Though, Robex has a five business day matching period to table a new proposal.

According to the release, Perseus Mining’s offer will include a $37 million unsecured loan facility to be used for the purposes of paying any termination fee payable under the Robex arrangement agreement.

Perseus believes that the ASX 300 gold stock would be an excellent strategic fit and enhance its portfolio quality and African gold platform. It said:

Perseus’s rationale for the Proposed Transaction is as follows: Excellent strategic fit: as Predictive’s largest shareholder (17.8%), the transaction enhances Perseus’s portfolio quality and the Company’s African gold platform; Proven track record of delivery: Perseus is uniquely placed to de-risk, optimise and ultimately unlock the full potential of Predictive’s Bankan Gold Project (Bankan) in Guinea, with its world class projects team currently executing a similar development at Nyanzaga; Enhanced growth profile: consistent with Perseus’s M&A track record, this transaction is financially compelling and is expected to materially enhance earnings, cash flow and production going forward.

It then adds:

Significant scale & diversification: as one of the largest undeveloped gold projects in Africa, Bankan adds material ounces and mine life across a fifth jurisdiction, with its production of ~249koz1 adding to Perseus’s existing production of 500-600koz per annum2 ; Strong financial position: Bankan and Nyanzaga to be funded via existing liquidity and cashflows with no change to capital management policy; Exploration potential: significant exploration potential in the Siguiri Basin, which can be accelerated and unlocked through Perseus’s proven ability to extend mine life through exploration; and Potential value uplift: potential value uplift post transaction given enhanced scale, asset quality, longevity, jurisdictional diversification and de-risking of development.

The post This ASX 300 gold stock is rocketing 27% amid takeover bidding war appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO) are the two largest Australian mining companies listed on the S&P/ASX 200 Index (ASX: XJO). Both stocks are focused on iron ore, which means they are exposed to potential commodity price swings.

When it comes to these two dominant forces, I’d buy one but sell the other.

I’d buy Rio Tinto shares

Rio Tinto shares closed 1.71% higher on Tuesday afternoon, at $135.03 a piece. Over the past month, the miner’s shares have climbed 1.65% and they’re now 14.23% higher for the year to date.

Rio Tinto has enjoyed a strong share price run in the second half of the year, driven by robust global demand for iron ore and copper. This has been spurred by early signs of a recovery in China’s sluggish economic growth.

The mining giant turned heads when it released its third-quarter update in October, where it revealed an uptick in production levels. While iron ore is Rio Tinto’s primary income-earning material, the miner has been actively boosting production of other metals beyond iron ore, particularly its copper operations. This helps to give the mining giant a volatility buffer against iron ore price swings. 

It looks like Rio Tinto is positioning itself well for more growth over the next 12 months and I’m optimistic that we’ll see more share price growth out of the company too. 

Tradingview data shows that out of 15 analysts, 7 have a buy or strong buy rating on Rio Tinto shares. Another 7 have a hold rating and just 1 has a sell recommendation. The maximum target price is $157.96 which implies a potential 16.98% upside at the time of writing. 

I’d sell BHP shares

BHP also finished the day in the green on Tuesday. At the close of the ASX the stock was 1.1% higher at $42.56 a piece. That means that over the past month BHP shares are down 1.87% and for the year-to-date the shares are 6.51% higher.

BHP is heavily reliant on iron ore prices, and while it has diversified with assets like copper, the price of iron ore significantly impacts BHP’s profitability and share price. China’s ongoing attempt to assert more control over iron ore pricing in its deals with BHP has been a headwind for the miner over the past month. The miner also recently announced it is abandoning acquisition discussions with Anglo American (LSE: AAL).

I think these headwinds are going to start taking a toll on the mining giant’s share price over the next 12 months. Analysts seem to be divided about the stock’s outlook too. Tradingview data shows that out of 19 analysts, 2 have a sell or strong sell rating on the shares. Another 11 have a hold rating and 6 have a buy or strong buy rating. The maximum target price is $48.38 a piece, which implies a potential 13.67% upside at the time of writing, but some predict BHP’s share price could fall 7.64% to $39.31 a piece.

The post Rio Tinto versus BHP shares: One I’d buy and one I’d sell appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Perseus Mining Ltd (ASX: PRU) share price is in focus today after the company delivered a binding offer to acquire all remaining shares in Predictive Discovery Ltd (ASX: PDI) , valuing each Predictive share at A$0.778 and representing a 24.5% premium to Predictive’s last closing price.

What did Perseus Mining report?

• Definitive binding offer to acquire 100% of Predictive Discovery shares it does not already own
• Offer valued at 0.1360 new Perseus shares per Predictive share, implying A$0.778 per Predictive share
• Premium of 24.5% to Predictive’s 2 December closing price and 34.8% to its 10-day VWAP
• A$37 million loan facility offered to Predictive for working capital and pre-development needs
• On completion, Predictive shareholders (excluding Perseus) will own approximately 18.4% of Perseus shares

What else do investors need to know?

Perseus already holds 17.8% of Predictive Discovery and sees the move as a natural fit to expand its African gold portfolio. The Bankan Gold Project in Guinea, which Predictive is developing, would add significant scale—boosting mine life and providing further diversification for Perseus.

The Predictive board has unanimously declared Perseus’ offer to be a “Superior Proposal” compared to a previous agreement with Robex Resources. Robex has a five-day right to match Perseus’ bid, with that period closing on 10 December 2025.

What did Perseus Mining management say?

Commenting on this development, Managing Director and CEO Craig Jones said:

This transaction is expected to enhance our growth profile, production and cash flows, while allowing us to unlock the full potential of the Bankan Project.

What’s next for Perseus Mining?

To proceed, the offer requires approval from Predictive shareholders and various regulatory clearances, along with an independent expert’s positive opinion. Once complete, Perseus expects the transaction to strengthen its position as a leading African gold producer and unlock further exploration potential across Guinea’s Siguiri Basin.

Perseus will keep investors updated, especially as Robex’s right to match the offer continues through the next week. No action is required from Perseus shareholders for now.

Perseus Mining share price snapshot

Over the past 12 months, Perseus Mining shares have risen 120%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

View Original Announcement

The post Perseus Mining launches superior offer for Predictive Discovery shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Multiple supply disruptions and healthy demand will support continued strength in the copper price, Wilsons Advisory says, with the broker naming some key players on the ASX to keep an eye on.

The team at Wilsons said in a note to clients this week that, after a three-year downturn in the resources sector, with the exception of gold, momentum appears to be turning positive, with several trends underpinning a revival.

Several tailwinds for demand

Wilsons said the macroeconomic environment is becoming more supportive for resources, with rate cuts in the US likely to stimulate global commodity demand, and a weaker US dollar offering a tailwind for US dollar-priced commodities.

There are also several industry-specific drivers, including growth in data centre builds and associated infrastructure to support the artificial intelligence boom, the onshoring of supply chains and the build-out of national commodity stockpiles, and a renewed interest in defence spending.

At the same time, supply dynamics remain a key differentiator across commodities – with tightening supply conditions supporting the rallies in metals like copper and aluminium.

On copper specifically, Wilsons said there were reasons to be bullish on pricing going forward.

Copper remains one of our preferred commodities, supported by healthy demand and increasingly constrained supply. Prices recently hit record highs (US$5.10/lb), driven by multiple supply disruptions which have tightened the physical market, however, we continue to see upside to the copper price over the medium-term.

The energy transition and the move towards electrification continue to support long-term demand for copper, Wilsons said, while supply constraints “remain significant”.

Significant operational disruptions at Freeport McMoRan’s Grasberg mine- the world’s second-largest copper mine, along with disruptions at Kamoa-Kakula, Cobre Panama, and QB, have exacerbated market tightness in an already constrained market. Moreover, declining ore grades, deeper mines, rising costs, the lack of large-scale projects in the pipeline – alongside sovereign risks – are all likely to limit new project delivery and push the cost-curve higher over time.

ASX-listed companies to watch

Among ASX-listed copper producers, Wilsons said their preferred pick in the sector was Sandfire Resources Ltd (ASX: SFR) despite it trading above the current price target from Canaccord Genuity of $15.

As the only pureplay ASX 100 copper producer, Sandfire has a best-in-class track record of operational delivery, which continues to underpin reliable leverage to the copper price.

Wilsons said outside of the S&P/ASX 100 Index (ASX: XTO), Canaccord has buy ratings on Hillgrove Resources Ltd (ASX: HGO), with a price target of 5 cents, compared to the current price of 3.4 cents, and Capstone Copper Corp (ASX: CSC), which Canaccord has a price target of C$14.50 ($15.80) on, compared to the current price of $13.44.

Hillgrove operates the Kanmantoo copper mine in South Australia, where it recently upgraded the mineral resource to 160,000 tonnes of contained copper and 120,000 ounces of gold.

The post With copper increasingly in demand, what are the Aussie stocks Wilsons Advisory is tipping to be winners? appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.