Seeking catalyst driven opportunity
Key Points Applied Digital’s AI data center business is booming. It’s secured $16 billion in leases for the next 15 years. Its stock isn’t cheap, and its upcoming cloud spin-off will reduce its reported revenue. 10 stocks we like better than Applied Digital › Applied …
Restaurant operators are navigating an uneven operating landscape shaped by cautious consumer spending, persistent cost pressures and the need to protect margins while sustaining traffic. In this environment, Rave Restaurant Group, Inc. RAVE and Good Times Restaurants Inc. GTIM emerge as two smaller restaurant players …
Key Points This is the second priciest stock market in history, dating back 155 years, which makes for a challenging environment for investors. One of Wall Street’s hottest investment trends will see its bubble burst in 2026. A member of the “Magnificent Seven” will make …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco FTSE RAFI US 1000 ETF (Symbol: PRF) where we have detected an approximate $375.4 million dollar inflow — that’s a 4.4% increase week over …
JD.com’s JD food delivery segment represents a strategic expansion beyond traditional e-commerce, positioning the company to capture on-demand retail opportunities while deepening customer engagement. The business leverages JD’s established supply chain infrastructure and premium user base to differentiate in a market dominated by established players. …
Key Points Alphabet’s diverse business and comprehensive artificial intelligence (AI) stack make the company a safe investment. Tesla is swinging for the fences with Tesla Optimus, but it best not miss. International Business Machines is a proven dividend stock, a rarity in the AI space. …
Gas prices woke up. Gas stocks stayed asleep. The reckoning is coming. Hello, Reader. Nine months ago, I realized a strange disconnect in the natural gas market: Gas prices rose, yet natural gas stocks fell. The First Trust Natural Gas ETF (FCG) captured this mismatch …
Community banks are navigating a backdrop shaped by competitive deposit pricing, elevated operating costs and a renewed emphasis on disciplined credit oversight. In this environment, Peoples Bancorp of North Carolina, Inc. PEBK and Bank of the James Financial Group, Inc. BOTJ stand out as two …
Key Points Nvidia is the market leader in AI accelerators, and its full-stack strategy means its systems often have the lowest total cost of operation. Broadcom is the industry standard in Ethernet switching and routing chips, and it is the market leader in custom AI …
Key Points When investing, it’s often a great idea to consider the moves of billionaire fund managers. They’ve demonstrated their knowledge of the stock market over the years, so by following their lead on certain occasions, you might score an investing win too. This doesn’t …