Hi Reader, here's what you need to know for September 1st in 3:08 minutes.

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Today's big stories

Zoom reported better-than-expected earnings, but slowing sales growth sent its shares lower
Our analyst might have hit upon the next big opportunity in crypto – Read Now
Fresh data out on Tuesday showed eurozone inflation surging to a decade high

OK, Zoomer

What’s Going On Here?

Zoom reported better-than-expected earnings earlier this week, but investors seem to think last year’s most hip-happening communications platform is already a relic of the past.

What Does This Mean?

Now that kids and adults alike are getting back to school and offices, investors are worried that Zoom’s once-strong growth is already starting to dry up. And while the company’s revenue did grow 54% last quarter compared to the same time last year, that was a serious slowdown from the 191% growth of the quarter before. That deceleration looks set to continue, with Zoom forecasting just 31% growth this quarter. It makes sense, then, that the company is buying firms that specialize in other areas. It announced its first major target last month: Five9, a cloud software provider that helps other companies run their online customer support operations – the sort of business that’ll boom even when the world fully opens up again.

Why Should I Care?

For markets: Investors are hard won, easily lost.
Zoom sits alongside Netflix and Peloton as one of the stocks that benefited most from the pandemic. But just like Netflix and Peloton, investors have been quick to dump Zoom’s stock now those gains have started to vanish: they sent its shares down more than 15% on Tuesday, meaning its stock is now worth less than it was at the start of the year (tweet this). That’s a pretty dramatic reversal of fortunes considering its value almost quintupled in 2020…

Zooming out: Robinhood has an existential crisis.
At least Zoom’s entire business model isn’t at risk, which can’t be said for another pandemic winner: commission-free trading platform Robinhood makes the bulk of its revenue selling its customers’ orders to market makers in what’s known as “payment for order flow”. But the head of a US stock market regulator said this week that she wouldn’t rule out an outright ban on the practice – a threat that saw Robinhood’s shares tank 7%.

You might also like: How Robinhood plays with your attention and makes you lose money.

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2. Analyst Take

Is Chainlink The Next Big Opportunity In Crypto?

What’s Going On Here?

Decentralized finance – or DeFi – has a potentially unlimited number of uses, and demand for products in the space is skyrocketing.

But one of those products could be more essential than the rest for its future growth: Chainlink.

Chainlink is a decentralized oracle network, meaning it allows smart contracts on the blockchain to interact with “off-chain” data – interest rates, say.

And it’s not just any decentralized oracle network: Chainlink is already used in AAVE and plenty of other high-profile DeFi projects, and it’s built partnerships with the likes of Google, SWIFT, and Binance.

So that’s today’s Insight: why Chainlink might be the next big crypto play, and how to invest if you think it is.

Read or listen to the Insight here

Motley Fool’s “all in” buy signal

It’s not often you’ll hear a Motley Fool Stock Advisor “all in” buy signal.

But every so often, its team comes across a stock so good they think it’s worth doubling down on. Now happens to be one of those times.

Because there’s a tiny internet company showing this buy signal that sits in the middle of the advertising market – a market that’s 10 times bigger than the online streaming industry.

And its CEO is putting his money where his mouth is: he’s bought over $2.3 billion of stock. That’s his entire fortune, bet on what he’s calling cable TV’s “ticking time bomb”.

Head over to Motley Fool, and find out which stock its team is so excited about.

Get The Stock

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