Seeking catalyst driven opportunity
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 …
Microcap companies, due to their diminutive size, sometimes suffer from a stigma that they lack the business sophistication of their large cap brethren, kind of like a small market baseball team. But sometimes an executive groomed in the front office of a major market team …
Key Points Alibaba’s tailwinds include strong generative AI demand and expansion beyond China. Its key challenges include increasing competition and regulatory uncertainty in China. Alibaba should be able to deliver robust growth over the next five years despite its challenges. 10 stocks we like better …
Key Points At the highly influential Consumer Electronics Show (CES) in Las Vegas, one company unveiled a suite of artificial intelligence (AI) solutions designed to advance self-driving technology. Unfortunately, electric vehicle (EV) titan Tesla (NASDAQ: TSLA) wasn’t that company. On fears that Tesla might be …
Here’s a quick recap of the crypto landscape for Wednesday (January 7) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$92,639.95, …
Key Points Warren Buffett officially retired from the CEO role at Berkshire Hathaway as of Jan. 1. Greg Abel has assumed CEO duties but will probably concentrate on the operating businesses. Given Todd Combs’ unexpected recent departure, it’s likely that Ted Wechsler will run the …
At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Amazon.com Inc (Symbol: AMZN) was held by 25 of these funds. When hedge fund managers appear to be thinking alike, we …
In 1948, the two-month-old nation of South Korea was facing a serious threat, not only from North Korea but also from Russia and China. At the time, South Korea’s president was in Tokyo meeting with General Douglas MacArthur. MacArthur understood exactly what was at stake. …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Xtrackers MSCI USA Climate Action Equity ETF (Symbol: USCA) where we have detected an approximate $354.5 million dollar outflow — that’s a 11.0% decrease week …