Key Points

• Earnings per share (EPS, GAAP) for Q2 2025 were ($0.03), below the $0.01 consensus estimate.

• Revenue (GAAP) declined 7.0% year over year to $17.3 million, missing analyst forecasts by approximately 3.0%.

• Growth in marine, aerospace, and power generation markets reached 15% year-over-year, now accounting for nearly 77% of total revenue.

• These 10 stocks could mint the next wave of millionaires ›

Stabilis Solutions (NASDAQ:SLNG), a provider of small-scale liquefied natural gas (LNG) production, distribution, and fueling services, reported Q2 2025 results on August 6, 2025. The key news was that Both revenue and net income (GAAP) fell short of expectations. The company posted GAAP EPS of ($0.03), missing the $0.01 analyst consensus, and revenue of $17.3 million, which underperformed the $17.84 million estimate by about 3.0%. Results were partly shaped by the completion of a significant one-time customer contract, which reduced overall revenue despite notable gains in targeted marine, aerospace, and power generation markets. In summary, Stabilis Solutions made progress in shifting its business toward higher-growth sectors, but struggled to compensate for revenue loss from large, lumpy projects and faced a decline in profitability metrics.

Metric	Q2 2025	Q2 2025 Estimate	Q2 2024	Y/Y Change
EPS (GAAP)	($0.03)	$0.01	$0.00	—
Revenue (GAAP)	$17.3 million	$17.84 million	$18.6 million	(7.0 %)
Adjusted EBITDA	$1.5 million		$2.1 million	(-28.6 %)
Cash Flow from Operations	$4.5 million		$5.0 million	(10.4 %)

Source: Analyst estimates for the quarter provided by FactSet.

Business Overview and Strategy

Stabilis Solutions provides LNG production, storage, transportation, and fueling services, focused on North America. It primarily serves industries where LNG is becoming a leading alternative fuel, such as marine shipping, aerospace, and distributed power generation.

The company is targeting high-growth markets like marine bunkering, where LNG replaces conventional marine fuels to comply with stricter emissions regulations. It seeks to grow its customer base by offering turnkey LNG solutions, benefiting from cost and operational advantages over traditional fuels. Key success factors for Stabilis include developing new client relationships, maintaining competitive pricing, and consistently delivering LNG safely and efficiently.

Quarter Highlights and Performance Drivers

The revenue mix changed significantly, marking progress toward business transformation. Marine, aerospace, and power generation together accounted for nearly 77% of total revenue, up from 62% in Q2 2024. However, this expansion did not fully replace revenue lost after a large, short-term industrial contract ended at the close of 2024, contributing to the 7.0% company-wide revenue decline compared to Q2 2024.

Segment data shows that the transition to serving customers in new markets, like marine LNG fuel supply, remains a key theme. Within marine, the company’s recent two-year bunkering contract for about 22 million gallons per year, signed during Q4 2023, along with a strong pipeline of LNG-powered vessel orders as of December 31, 2024, signal possible future revenue growth. In aerospace, Stabilis benefits from higher rocket launch rates and increased testing demand, as LNG is used as a propellant for modern commercial launches. For distributed power generation, rising power needs from digital and industrial customers help drive project volume, but deals are often smaller and timelines unpredictable.

Despite higher commercial activity in core markets, profitability declined. Adjusted EBITDA fell from $2.1 million to $1.5 million. Net income (GAAP) turned negative, with a reported loss of $0.6 million, reversing a small profit in the prior-year quarter. The company attributed these results to the lack of a repeat large-scale project and a $0.2 million reduction in selling, general and administrative expenses, which partly offset the decrease in net income.

The balance sheet remained solid. Cash and equivalents were $12.2 million as of June 30, 2025, with an additional $3.9 million in available credit facilities. Operating cash flow remained positive at $4.5 million. Capital expenditures reached $1.2 million in the first half of 2025, mainly directed toward growth projects and operational upgrades.

Looking Ahead

For the rest of the year, management did not provide detailed quantitative guidance for expected revenue or earnings. The leadership team did reiterate confidence in the long-term growth opportunities in marine, aerospace, and power generation verticals. However, they acknowledged that moving new projects from potential deals to signed contracts is a key uncertainty that could impact results moving forward.

Investors should closely monitor developments in new contract wins, especially those that could fill gaps left by completed one-off projects. The company’s emphasis remains on maintaining liquidity, deploying targeted capital expenditures, and building deeper client relationships.

Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted.

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JesterAI is a Foolish AI, based on a variety of Large Language Models (LLMs) and proprietary Motley Fool systems. All articles published by JesterAI are reviewed by our editorial team, and The Motley Fool takes ultimate responsibility for the content of this article. JesterAI cannot own stocks and so it has no positions in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

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Key Points

• Nvidia has ownership stakes in "neocloud" companies Nebius Group and CoreWeave.

• While each company is positioned to benefit from investments in AI infrastructure, CoreWeave's growth prospects appear more robust over the long term.

• Wall Street is forecasting CoreWeave's revenue to triple over the next couple of years, which should help pave a path to profitability.

• 10 stocks we like better than CoreWeave ›

Following the end of each quarter, financial services firms that manage over $100 million in stocks are required to file a form 13F with the Securities and Exchange Commission (SEC). These filings represent an itemized breakdown of all the stocks that the fund bought and sold during the most recent quarter.

While investors may not realize it, corporations can also invest their cash into equity positions of other businesses. According to Nvidia's recent 13F filing, the semiconductor darling currently holds positions across six stocks. Two of its holdings are spread between artificial intelligence (AI) data center stocks, Nebius Group and CoreWeave (NASDAQ: CRWV).

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Fresh off a hot initial public offering (IPO) earlier this year, CoreWeave has emerged as an integral player in the AI infrastructure market. Let's dive into CoreWeave's business and explore how the company is transforming the AI landscape.

What does CoreWeave do?

For the last few years, investors have learned about the important role that advanced chipsets known as graphics processing units (GPUs) play in the development of generative AI. The GPU market is largely dominated by Nvidia and Advanced Micro Devices, both of which are able to command hefty price tags for their coveted data center hardware.

While AI has served as an unprecedented tailwind for the chip market, one of the subtle nuances is that this demand has brought a series of complications to supply and demand dynamics.

This is where CoreWeave comes into play. CoreWeave operates as a "neocloud," which is a specialized type of business that allows companies to access GPU architecture through cloud-based infrastructure. This flexible model appeals to businesses that may not be able to purchase GPUs directly from Nvidia or its cohorts due to rising price dynamics.

By offering an agile and potentially more affordable model than cloud hyperscalers such as Microsoft Azure, Amazon Web Services, and Google Cloud Platform, CoreWeave has been able to attract a number of high-profile customers and ink a series of multiyear, billion-dollar deals.

What does CoreWeave's growth look like?

For the quarter ended March 31, CoreWeave generated $982 million in revenue -- up 420% year over year. While the company's net loss widened more than twofold compared to the year-ago quarter, CoreWeave has some catalysts that should quickly turn around the dynamics of its profitability profile. See estimates in the chart below.

CRWV Revenue Estimates for Current Fiscal Year data by YCharts

During the earnings call, management raised guidance for both revenue and capital expenditures (capex). While more spending may stifle profitability in the short term, these investments are necessary foundations for the longer-term opportunity in AI infrastructure.

As Wall Street's estimates pictured in the chart above showcase, CoreWeave's investments today should help secure more access to Nvidia's Blackwell GPU architecture and should ultimately serve as a tailwind for more accelerated growth down the road.

Is CoreWeave stock a buy right now?

In the chart below, I compare CoreWeave to Oracle on a price-to-sales (P/S) basis. Oracle is also a leading player in infrastructure-as-a-service (IaaS), having just signed a $30 billion cloud deal of its own, so it's comparable to CoreWeave. That single deal is expected to bring in nearly twice the amount of CoreWeave's total 2027 revenue. And yet, investors are placing a twofold premium on CoreWeave's P/S multiple when compared to Oracle.

CRWV PS Ratio data by YCharts

I think there are a couple of nuances to point out when it comes to CoreWeave's valuation relative to a peer such as Oracle.

First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the business with its new, budding data center infrastructure operation. For this reason, investors are likely applying a discount to Oracle relative to a high-growth AI stock such as CoreWeave.

Moreover, CoreWeave completed an IPO earlier this year. Since then, the company has inked an $11.2 billion deal with OpenAI, announced the planned acquisition of Core Scientific to bolster its platform, and earned a spot in some of Wall Street's most respected institutional portfolios.

This confluence of factors is more than enough to garner outsize excitement and enthusiasm from investors. For these reasons, I'm not surprised to see CoreWeave trading at such a premium.

I think the most prudent course of action for investors is to buy CoreWeave stock at different price points over a long-term time horizon. If you invest the same amount of money at set time intervals, that is known as dollar-cost averaging, and can help mitigate risk by removing specific timing and price points from the equation.

Overall, I see CoreWeave as a compelling opportunity that is well positioned to dominate the infrastructure chapter of the AI narrative. If I could buy only one Nvidia-backed data center stock, CoreWeave would be it.

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Adam Spatacco has positions in Amazon, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Microsoft, and Nvidia. The Motley Fool recommends Nebius Group 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.

Key Points

• The more Social Security you get each month in retirement, the more long-term stability you might enjoy.

• Claiming your benefits at the right time could lead to a larger monthly payday.

• There are moves you can make during your working years to set yourself up with more generous benefits.

There's a reason people are commonly advised not to retire on Social Security alone. The average monthly benefit won't go very far in helping seniors cover their costs.

As of May 2025, the last month for which data is available at the time of writing, the average monthly Social Security benefit for retired workers is $2,002.39. That amounts to a little more than $24,000 per year, which just isn't a lot of money to live on.

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That's why it's important to try to bring savings with you into retirement. But it's also a good idea to try to boost your monthly Social Security checks. And if you make these three moves, you may find that you're able to take home a lot more money than $2,002.39 per month.

1. Grow your wages while you're working

The more money you earn during your working years, the more Social Security you can get in retirement -- at least up to a point. There is a wage cap set each year that determines how much income counts toward Social Security and is subject to Social Security taxes. However, that cap is generally pretty high.

This year, for example, Social Security's wage cap is $176,100. Earnings beyond that threshold won't result in larger monthly benefits down the line.

But if you're someone who earns $70,000 a year, and you're able to snag a promotion that increases your salary to $75,000, that could result in larger Social Security checks during retirement. Similarly, padding your income with $3,000 of side hustle earnings could also lead to more generous Social Security benefits.

2. Work for at least 35 years

The Social Security benefit you're entitled to in retirement is based on your earnings during your 35 highest-paid years in the workforce. However, you don't necessarily need to work for a full 35 years to be eligible for Social Security, and many people don't.

If you don't have a 35-year work history, though, you'll have a $0 factored into your benefits calculation for each year you didn't earn money. And a few zero-earning years could result in smaller Social Security checks.

On the flipside, if you make a point to work at least 35 years, you may find that you're able to qualify for larger Social Security benefits in retirement. And the same might hold true if you work more than 35 years.

Many people see their income increase at the tail end of their careers. So, let's say you get to age 67 -- full retirement age for Social Security for people born in 1960 or later -- and you've already put in 35 years on the job. If you're earning more than you ever have, pushing yourself to work an extra 12 months could mean replacing a year of lower pay with higher pay, resulting in larger monthly Social Security checks.

3. Delay your claim past full retirement age

Waiting until full retirement age to claim Social Security helps you avoid a reduction in your monthly benefits since you can sign up at any point starting at age 62. But if you're willing to sit tight even longer, delaying your Social Security claim boosts your benefits by 8% a year up until your 70th birthday.

Of course, there's a downside to delaying Social Security. Not only might it force you to work longer, but if you don't end up living a very long life, a delayed claim could also result in smaller lifetime benefits. But if your health is strong and you're eager to get more Social Security on a monthly basis, holding off on benefits is a guaranteed way to give them a boost.

While it's best to have retirement income available outside of Social Security, such as an individual retirement account (IRA) or 401(k) plan to tap, larger monthly benefits could do your senior self a world of good. It pays to follow these steps to snag more generous benefits so that you can feel more financially stable during your senior years.

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Nvidia (NASDAQ: NVDA) stock is down roughly 25% from its all-time high, rattled by Trump's latest tariff threats and the rise of artificial intelligence (AI) competitors like DeepSeek. But is this pullback a warning sign or a rare opportunity to invest in a brilliant, unstoppable tech giant before it skyrockets again? In this video, I'll break down Nvidia's financials, risks, and powerful catalysts, including Blackwell Ultra and U.S. manufacturing.

*Stock prices used were the market prices of April 28, 2025. The video was published on May 9, 2025.

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Rick Orford 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. Rick Orford 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.

Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, has turned out to be a solid investment over the past five years. Shares of the foundry giant have jumped an impressive 182% during this period, easily outpacing the 83% gains clocked by the S&P 500 index.

However, the broader stock market sell-off has weighed on TSMC stock so far this year. The foundry specialist has lost 25% of its value in 2025 even though it has delivered a couple of solid quarterly results thanks to the outstanding demand for the chips it manufactures. But the drop in TSMC stock this year is a window of opportunity for investors looking to add a long-term winner to their portfolios.

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That's because TSMC is one of the best ways to benefit from the secular growth of the semiconductor market. Let's look at the reasons why buying TSMC stock for the next five years could turn out to be a smart move.

The chip market is set for solid growth over the next five years

The global semiconductor industry generated $628 billion in revenue in 2024, clocking 19% growth from the previous year, as per the Semiconductor Industry Association. It is expected to grow by double digits in 2025 as well, driven by the growing demand for chips in various applications such as communications, artificial intelligence (AI), defense, transportation, medical devices, and others.

These growth drivers are expected to send the global semiconductor industry's revenue to $1 trillion in 2030, according to market research firm Yole Group. More optimistic estimates project the semiconductor market to hit almost $1.5 trillion in revenue by the end of the decade. These estimates bode well for TSMC as it is the world's biggest semiconductor foundry with a market share of 67%.

The company's chip fabrication plants are used by more than 500 customers for manufacturing close to 12,000 products. They serve multiple end markets ranging from automotive to consumer electronics to smartphones to high-performance computing, among others. It makes chips for top companies such as Apple, Nvidia, AMD, Qualcomm, Broadcom, Sony, Samsung, and MediaTek.

These customers are dominant players in their respective industries. Importantly, all of them have been lining up to manufacture chips using TSMC's advanced process nodes. Apple, for instance, reportedly plans to deploy chips manufactured on TSMC's 2-nanometer (nm) process node in its 2026 iPhones, while AMD, Intel, and Broadcom are also expected to adopt this process node to manufacture AI accelerators.

Meanwhile, Nvidia is expected to manufacture next-generation AI chips using the 2nm process node. TSMC's 2nm chips are expected to hit mass production in the second half of the year. The company is reportedly enhancing its 2nm manufacturing capacity, with production projected to reach 50,000 wafers per month by the end of 2025 before eventually jumping to 80,000 wafers a month.

What's more, TSMC expects to manufacture 30% of its 2nm chips in the U.S., which is why it is going to speed up the construction of its facilities in Arizona. It is worth noting that TSMC got 22% of its total revenue from selling 3nm chips in the first quarter of 2025, up from just 9% in the year-ago period. The revenue share of 5nm chips fell by a percentage point to 36% in Q1.

The stronger adoption of the 3nm chips can be explained by the 15% performance gains and 30% to 35% power efficiency gains they deliver over the 5nm process node while being smaller in size. The 2nm chips, meanwhile, are expected to deliver similar gains over the 3nm process node, which explains why TSMC is anticipating solid demand for this manufacturing process.

After all, major chipmakers and consumer electronics companies that TSMC serves are looking to reduce power consumption and the size of chips while achieving higher computing performance. This can be achieved by shrinking the size of the chips and packing more transistors into a smaller area. TSMC has been ahead of its rivals in shrinking the size of its chips, and that trend is expected to continue with 2nm.

That's because Samsung's power efficiency gains while moving from 3nm to 2nm are expected to be smaller than TSMC at 25%, which should ideally allow the latter to maintain its technology lead. As a result, don't be surprised to see TSMC gain a bigger share of the foundry market. The company gained 6 percentage points of market share in 2024, while Samsung's share slipped by 3 percentage points to just 11%.

The potential advantage of the 2nm process node could help TSMC widen that already impressive gap further. As a result, TSMC could corner a bigger share of the semiconductor foundry market by 2030, which is expected to generate almost $217 billion in revenue after five years.

However, the company's revenue opportunity doesn't end here -- it is targeting the lucrative advanced chip packaging market as well under its Foundry 2.0 strategy. The overall Foundry 2.0 market, which includes both chip manufacturing and packaging, is expected to hit $298 billion in revenue this year, according to IDC. The market research firm anticipates this market to grow at an annual rate of 10% for the next five years.

IDC expects TSMC's share of this market to increase to 37% in 2025. The discussion above suggests that it could end up cornering a bigger share of this lucrative market over the next five years, and that could translate into healthy stock market gains.

How much upside could TSMC deliver?

A 37% share of the Foundry 2.0 market this year would bring TSMC's 2025 revenue to around $110 billion (based on IDC's $298 billion revenue estimate). However, analysts have increased their growth expectations for the current year and are expecting its bottom-line growth to pick up.

TSM Revenue Estimates for Current Fiscal Year data by YCharts

The improved outlook could be attributed to the company's stronger position in the advanced chip manufacturing market, which is witnessing solid growth thanks to applications such as AI. If the Foundry 2.0 market indeed grows at 10% a year for the next five years (as per IDC's estimate), it could generate $480 billion in revenue at the end of the forecast period.

Assuming TSMC's Foundry 2.0 market share grows further and it manages to capture even 45% of this space after five years, its revenue could hit $216 billion. That would be double the revenue it is expected to generate this year. Multiplying the projected revenue after five years with the company's five-year average sales multiple of 9 points toward a market capitalization of $1.94 trillion.

That would be 2.5 times TSMC's current market cap, indicating that this semiconductor stock could continue delivering healthy gains over the next five years as well.

Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now?

Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:

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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $591,533!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $652,319!*

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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Intel, Nvidia, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: short May 2025 $30 calls on Intel. The Motley Fool has a disclosure policy.