Seeking catalyst driven opportunity
As we enter a new year, the opportunity set in the stock market remains compelling. The US economy has proven more resilient than many expected, the artificial intelligence boom continues to gain momentum, and the rally in equities is broadening beyond the narrow leadership of …
Baidu BIDU and Alibaba BABA are among China’s most established technology conglomerates, operating within the domestic tech sector. AI and cloud computing have become central areas of competition. Large Chinese technology platforms are investing heavily in AI models, cloud infrastructure and enterprise-facing software as businesses …
The Federated Hermes MDT Large Cap Growth ETF is seeing unusually high volume in afternoon trading Thursday, with over 1.4 million shares traded versus three month average volume of about 75,000. Shares of FLCG were off about 0.9% on the day. Components of that ETF …
Key Points Warren Buffett has officially retired from the CEO role at Berkshire Hathaway. Despite no longer overseeing day-to-day operations, Buffett positioned his company’s investment portfolio for long-term success before his retirement. Nearly $235 billion of Berkshire’s $317 billion investment portfolio can be traced to …
Key Points MercadoLibre’s favorable market trends and relentless expansion make this stock a likely long-term winner. The stock has an inexpensive valuation, which provides a margin of safety for investors. 10 stocks we like better than MercadoLibre › I believe that MercadoLibre (NASDAQ: MELI) could …
Key Points It’s going to be a knock-down, drag-out fight to capture segments of the growing hardware market in data centers, artificial intelligence (AI), and cloud computing. Two of the heavyweights competing for market share in the AI chip space are Broadcom (NASDAQ: AVGO) and …
Key Points Michael Burry believes passive investing has made the entire stock market more vulnerable. Trying to time the market, however, can be costly. Investors can target stocks with modest valuations and low beta values as ways to reduce some of their overall risk. These …
Key Points Tech hardware companies are expected to grow in 2026 due to increased data center spending. Many companies are still trying to obtain access to increased AI computing power. AI applications are just starting to roll out. 10 stocks we like better than Nvidia …
Key Points There are nine current $1 trillion club members and three companies that are within $120 billion of the milestone. Visa, Oracle, ExxonMobil, and Netflix could produce big gains over the next five years. If SpaceX and OpenAI go public, it will alter the …
Key Points Tesla’s robotaxis will revolutionize how consumers think about the cost of mobility. The company will begin mass production of Cybercabs in 2026, in anticipation of regulatory approvals for robotaxis. Even if robotaxi adoption is slower than anticipated, Tesla can still tactically respond in …