Seeking catalyst driven opportunity
Key Points Recent news of a $10.2 billion secondary share sale doesn’t help the short-term case for this stock. Alibaba is spending heavily on AI infrastructure, and will direct all of the proceeds from this stock sale to its build-out. The stock could remain under …
The AI spending race shifted into a higher gear during the Q2 earnings season, with Microsoft, Amazon, Alphabet and Meta reporting roughly $170 billion in capital expenditures (CapEx). Microsoft reported $41 billion of CapEx, Alphabet spent $44.9 billion and raised its full-year CapEx forecast, Meta …
Key Points Warren Buffett guided the Berkshire Hathaway holding company to market-beating returns for 60 years. He regularly said that everyday investors could do well by purchasing an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, Buffett specifically recommended …
Key Points The foldable iPhone Duo is one of the biggest changes Apple has made to its flagship product. The starting price for the Duo is steep at $1,999. Ternus formerly served as Apple’s head of hardware engineering, making him a “product guy,” similar to …
Key Points Stanley Druckenmiller’s Duquesne Capital ran from 1981 to 2010, with average annual returns of over 30% and never experiencing a down year. Now, Druckenmiller runs his personal wealth through his family office. Recently, the billionaire sold two stocks that performed really well in …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (September 9) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,953.41, trading 1.4 …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares US Technology ETF (Symbol: IYW) where we have detected an approximate $342.0 million dollar outflow — that’s a 1.3% decrease week over week (from …
Key Points Even if hyperscalers’ spending growth slows, semiconductor sales could rise at a fast pace. Nvidia and Broadcom have seen sales explode as they provide key chips for the largest AI data centers. This company is even better positioned to provide sustainable earnings growth …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Total World Stock ETF (Symbol: VT) where we have detected an approximate $981.8 million dollar inflow — that’s a 1.2% increase week over week …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $1.9 billion dollar inflow — that’s a 0.4% increase week over week in outstanding …