Seeking catalyst driven opportunity
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 …
Cathie Wood doesn’t take any trading days off. The co-founder and CEO of Ark Invest publishes her transactions for the family of exchange-traded funds she manages. She didn’t make a lot of moves on Wednesday, but the ones she did make are worth watching. Reddit …
I hadn’t seen my boy in years. He wasted no time laying into my career decisions. “Why are you messing around with the finance stuff? The blogging? No future in it.” Well, good to see you too, buddy. “You have real value in the software …
Key Points As the stock trading week came to a close on Friday, investors were doing more with Google parent Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) than just searching for websites — they were snapping up its equity. Both share classes of the company enjoyed a roughly …