Seeking catalyst driven opportunity
At Holdings Channel, we have reviewed the latest batch of the 133 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Netflix Inc (Symbol: NFLX) was held by 47 of these funds. When hedge fund managers appear to be thinking alike, we …
Today we’re taking a deeper dive into ’s fundamentals. Visa shares have struggled since the stock hit a record high in June, down about 7.5%. Despite that, Visa is up about 26% over the past year and sports an impressive long-term track record, up 368% …
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Before we …
Key Points Challenges have mounted for Ford, including tariffs, recalls, and removal of EV incentives. Now, a new problem: a supplier plant fire is expected to derail F-150 production. Ford’s plant downtime could cost the automaker up to $1 billion. 10 stocks we like better …
When it comes to tech stocks riding the artificial intelligence (AI) wave, both Amazon (NASDAQ: AMZN) and Alibaba (NYSE: BABA) are in strong positions. Each is leaning into AI to help drive growth for cloud computing and e-commerce businesses that both companies operate. Let’s see …
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Netflix Inc (Symbol: NFLX), where a total of 69,401 contracts have traded so far, representing approximately 6.9 million underlying shares. That amounts to about 226% of NFLX’s average …
Key Points CRISPR Therapeutics and Spotify Technologies have crushed the market year to date. CRISPR Therapeutics could maintain that momentum thanks to progress with its leading candidates. Spotify Technologies’ deep ecosystem continues to expand, and the company is turning profitable. 10 stocks we like better …
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Before we …
Key Points By one estimate, quantum computing can create up to $1 trillion in global economic value by 2035. The real-world utility of quantum computing solutions, coupled with a handful of early collaborations, have investors excited about the future. However, the executives, directors, and beneficial …
Advanced Micro Devices’ (NASDAQ: AMD) stock price outlook, long tied to a forecast of GPU market-share gains, was affirmed by OpenAI and accelerated by Oracle (NYSE: ORCL). Oracle plans to deploy 50,000 Advanced Micro Devices’ MI450 line of AI accelerators in the third quarter of …