Seeking catalyst driven opportunity
There wasn’t a whole lot of action in markets on Friday, but the breakout from the swing low in Bitcoin drifted below breakout support, but not enough to suggest it’s done. The breakout failure needs to be watched because it will impact confidence in the …
Shares of Village Super Market, Inc. VLGEA have dipped 0.3% since the company reported its earnings for the quarter ended Oct. 25, 2025. This compares to the S&P 500 index’s 0.9% growth over the same time frame. Over the past month, the stock has gained …
In early trading on Monday, shares of GlobalFoundries topped the list of the day’s best performing components of the Nasdaq 100 index, trading up 4.2%. Year to date, GlobalFoundries has lost about 2.9% of its value. And the worst performing Nasdaq 100 component thus far …
Key Points Ford’s stock has risen 31% this year, despite uncertainties surrounding tariffs and a shift in its approach to electric vehicles. The U.S. auto tariff policy has increased duties on imports, though recent changes have benefitted Ford by offsetting tariffs due to its large …
Key Points Alibaba is seeing strong revenue growth in both its e-commerce and cloud computing segments. However, heavy investments, especially in quick commerce, are weighing on profitability and cash flow. The stock is not expensive, but its valuation has still risen a lot over the …
Key Points Tesla’s recent revenue growth has cooled while profit margins have come under pressure. Management is investing heavily in AI, robotaxis, and energy, yet core auto profitability is weakening. The stock trades at a steep premium to both its own fundamentals and traditional automakers’ …
Key Points Berkshire Hathaway’s soon-to-be-retiring CEO has crushed Wall Street’s stock indexes over the last six decades. The largest investment holding the Oracle of Omaha oversees sports a market-leading share repurchase program. Members of the “Magnificent Seven” have become staples of Buffett’s investment portfolio — …
The Kroger Co. KR reported third-quarter fiscal 2025 results, wherein the bottom line increased year over year and beat the Zacks Consensus Estimate, while sales fell short of the consensus mark. The performance was driven by strength in e-commerce and pharmacy, supported by operational efficiencies …
Key Points The AI infrastructure build-out is accelerating, with data center spending projected to reach trillions of dollars by the end of the decade. These three companies span hardware, cloud platforms, and competitive challengers — covering different risk profiles within the same secular trend. Strong …
Key Points Alphabet could sell up to 1 million AI chips by 2027. Meta may be interested in spending billions of dollars for Alphabet’s processors. Companies will increasingly rely on AI agents in software, and Alphabet is already on the cutting edge. 10 stocks we …