Seeking catalyst driven opportunity
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 …
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide tools for data mining, transformation, visualization, and predictive …
Key Points Oracle’s backlog ballooned after several multi-billion-dollar cloud deals. Some investors may be worried about backlog conversion and timing. Short-term volatility is possible, but the long-term setup looks stronger than it did before earnings. 10 stocks we like better than Oracle › Wednesday’s post-earnings …
Key Points Stock-split euphoria has played an important role in lifting Wall Street’s major stock indexes. In addition to a high nominal share price, a meaningful level of retail investor ownership can act as a catalyst for a forward stock split. Three industry-leading companies check …
Enphase Energy, Inc. ENPH recently stated that it has launched its new IQ Bidirectional electric vehicle (EV) charger, designed to support vehicle-to-home and vehicle-to-grid capability. Enphase expects to make the IQ Bidirectional EV Charger available worldwide in the second half of 2026. Features of ENPH’s …
The following spreadsheet shows the weekly progression of S&P 500 EPS estimates (since mid-April), for 2025, 2026 and 2027 SP 500 EPS estimates.Usually in May of every year, this blog gives readers a look at the next year’s expected EPS growth rate for the SP …
Investors have many reasons to believe in Palantir Technologies Inc. (NASDAQ: PLTR) as a long-term growth stock. One of the original chapters of the company’s bull thesis is its proximity and superiority in the defense sector. Palantir is quickly becoming the operating system of the …
Key Points Alibaba Group Holdings’ artificial intelligence products have generated tremendous growth for the company over the past couple of years. The company has its own chatbot, Qwen, and it has also been making custom artificial intelligence chips. Earlier this year, it partnered with Apple …
The Tema S&P 500 Historical Weight ETF Strategy is seeing unusually high volume in afternoon trading Friday, with over 232,000 shares traded versus three month average volume of about 38,000. Shares of DSPY were off about 0.2% on the day. Components of that ETF with …
Key Points Apple’s powerful ecosystem has been key to its success, driving incredible profitability. Nvidia continues to register strong demand for its data center GPUs, as AI capital expenditures balloon. The stock that each investor will prefer comes down to individual goals. 10 stocks we …