Seeking catalyst driven opportunity
Key Points Nio’s booming Onvo SUV launch could signal a turnaround, though profitability remains a 2025 target. Rivian’s Amazon partnership and upcoming lower-cost R2 SUV could offer growth potential, backed as it is by a $1 billion Volkswagen investment. Both stocks trade at lower price-to-sales …
Key Points Cathie Wood added to her existing positions in Nvidia, AMD, and Deere to kick off this trading week. All three stocks report quarterly results this month. AMD reports this week. Deere follows next week. Nvidia steps up near the end of August. Nvidia …
Key Points Nvidia and Alphabet are two tech titans benefiting from AI. GitLab has a strong growth opportunity in front of it as AI accelerates software development. Dutch Bros and e.l.f. are two of the most exciting growth stories in the consumer space. 10 stocks …
Key Points After an impressive earnings report, Microsoft (NASDAQ: MSFT) became the world’s second $4 trillion company. It did that after the stock jumped about 4% following earnings. The reason why Microsoft jumped is incredible and represents a significant shift in Microsoft’s business. The metric …
Key Points Netflix has improved earnings trends and operating margins in the first half of the year. Forecasts for the third quarter are strong. In all, the content lineup for the second half of the year bodes well for viewership. 10 stocks we like better …
There’s something big happening in Washington, D.C. tomorrow. It’s not a rally. It’s not a campaign stop. And it’s not just another political spectacle. It’s something far more important – and something I’ve been talking about for weeks. A couple weeks ago, I held a …
Ford Motor Company F reported second-quarter 2025 adjusted earnings per share of 37 cents, which surpassed the Zacks Consensus Estimate of 34 cents but declined from 47 cents recorded in the year-ago quarter. The company’s consolidated second-quarter revenues came in at $50.18 billion, up 5% …
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? Before we discuss the reliability of brokerage recommendations …
Key Points Tesla’s top line was down 12% last quarter, and its growth rate has been declining in recent years. Rising competition and macroeconomic conditions are weighing on its near-term growth prospects. The stock trades at a high premium, but management remains bullish on its …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ (Symbol: QQQ) where we have detected an approximate $1.4 billion dollar inflow — that’s a 0.7% increase week over week in outstanding units …