Seeking catalyst driven opportunity
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 Artificial intelligence (AI) represents a major opportunity for businesses across industries to develop products faster and cheaper than ever before. The race to gain a data-driven edge on the competition is fueling massive investment across the entire tech supply chain from data centers …
Key Points Berkshire Hathaway shares have underperformed since Warren Buffett said he would step down as CEO at year-end. His impending exit shouldn’t crimp the company’s historical long-term market-beating performance. The key to Berkshire’s success is the conglomerate’s structure that new CEO Greg Abel will …
Nebius Group N.V. NBIS is an Amsterdam-based AI infrastructure neo cloud company. NBIS is witnessing hyper revenue growth (up 625% last quarter) as demand for AI infrastructure has exploded, fueled by the increasing usage of generative AI, machine learning and high-performance computing applications. AI cloud …
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 …