Seeking catalyst driven opportunity
Key Points Advanced Micro Devices (NASDAQ: AMD) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. AMD stock, in particular, lost 9.6% by the close of the week. The semiconductor chips giant bounced back this …
Key Points Nvidia expects that data center spending will increase again next year. Amazon and Microsoft are seeing massive growth in cloud computing. Meta Platforms is developing a device that could be central to the next phase of consumer-facing AI. 10 stocks we like better …
Artificial intelligence remains the dominant investment theme of 2026, but the spectacular rally in AI-linked stocks is increasingly raising concerns about stretched valuations. Investors have poured capital into semiconductor makers, hyperscalers and Artificial Intelligence (AI) software firms on expectations of transformative long-term growth. However, recent …
Key Points The marriage between Microsoft (NASDAQ: MSFT) and OpenAI started strong, but has since cracked, and the two may end up parting ways completely. If the relationship dissolves entirely, this may actually be good news for Microsoft’s investors. OpenAI’s multi-billion-dollar infrastructure agreement with Amazon …
Key Points Figma has steadily dropped for most of its short trading history. The past behavior of Apple and Netflix after notable price target cuts bodes well for Figma’s stock. 10 stocks we like better than Figma › Investment firm Goldman Sachs recently cut the …
The ALPS Sector Dividend Dogs ETF is seeing unusually high volume in afternoon trading Tuesday, with over 788,000 shares traded versus three month average volume of about 30,000. Shares of SDOG were up about 0.9% on the day. Components of that ETF with the highest …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $316.4 million dollar inflow — that’s a 1.3% increase week over week …
Agenus AGEN centered its investment case on botensilimab plus balstilimab (BOT+BAL), a checkpoint combination being advanced in refractory microsatellite stable (MSS)/mismatch repair proficient (pMMR) metastatic colorectal cancer (mCRC). The target market is one of the most stubborn gaps in solid-tumor immunotherapy, where standard checkpoint inhibitors …
Key Points All eyes are on SpaceX as the Elon Musk-led company prepares for what may be the biggest initial public offering ever. The technology and industrial giant aims for a valuation that may approach $2 trillion. Though SpaceX hasn’t announced an exact date for …
Key Points Meta Platforms (NASDAQ: META) has faced several challenges over the past 12 months. Investors aren’t convinced that the company’s significant capex spending will pay off, and although its financial results have been strong, they often weren’t quite impressive enough to assuage those fears. …