Seeking catalyst driven opportunity
Key Points Microsoft’s products aren’t ones users cut during a downturn. Alphabet’s advertising business will get hit, but emerge just fine. Amazon’s cloud business should keep it churning during a downturn. 10 stocks we like better than Microsoft › First off, the market isn’t crashing. …
Key Points Robinhood (NASDAQ: HOOD), the online brokerage that popularized commission-free trades, is often associated with meme stocks and riskier investments. Yet according to Robinhood, the ten most owned stocks across its platform are Amazon (NASDAQ: AMZN), Apple, Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOGL), Tesla, Nvidia, Palantir, …
Here’s a quick recap of the crypto landscape for Friday (February 20) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$67,697.37, up by 0.9 percent over …
Key Points The last couple of years have been a bit of a whiplash effect with automakers such as Ford Motor Company (NYSE: F) and General Motors (NYSE: GM), among many others, announcing billions and billions of electric vehicle (EV) projects and ambitions. Those strategies …
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 Alibaba Group Holding Ltd (Symbol: BABA) was held by 9 of these funds. When hedge fund managers appear to be thinking …
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat from AI… and how Louis and Luke are positioning for the winners Last week brought a gut punch for tech …
Key Points Lemonade’s Q4 revenue rose 53% year over year, beating analyst estimates by a comfortable margin. The stock trades at nearly twice the price-to-sales ratio of the next-most-expensive direct competitor. A new insurance product for self-driving Teslas is live but too early to move …
Key Points Apple recently turned heads, acquiring the full rights to its hit show “Severance.” The company plans to add new seasons and expand the existing franchise. Netflix was a pioneer in streaming, building a library of fully owned content to augment its licensed content, …
Here’s a quick recap of the crypto landscape for Friday (February 20) 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 (BTC) was priced at US$67,850.72, up by 1.2 percent over …
I have been detailing the rotation unfolding beneath the surface of the market in recent weeks. While mega-cap technology and much of the AI ecosystem pulled back, value stocks, cyclicals and several international markets attracted fresh inflows. This type of leadership transition is common during …