Seeking catalyst driven opportunity
When unveiled its new AI200 and AI250 data center accelerators this week, the market saw a familiar story: another chipmaker trying to chip away at ’s stranglehold on AI infrastructure. stock jumped 22%, its biggest single-day gain in nearly seven years, as investors cheered the …
Key Points The Magnificent Seven stocks have outpaced the broader market since the dawn of AI, with Nvidia leading the pack. Yet, with AI maturing and competition rising, there may be a changing of the guard over the coming decade. Amazon has a long track …
Key Points Vertiv designs, manufactures, and services power and cooling systems for data centers. It’s partnering with Nvidia to develop next-generation server infrastructure. Vertiv’s stock looks fairly valued, assuming the data center boom continues. 10 stocks we like better than Vertiv › It’s been a …
At Holdings Channel, we have reviewed the latest batch of the 40 most recent 13F filings for the 06/30/2024 reporting period, and noticed that Advanced Micro Devices Inc (Symbol: AMD) was held by 18 of these funds. When hedge fund managers appear to be thinking …
You may have heard that semiconductor stocks such as Nvidia have ballooned in value over the last couple of years, and do you know why? The answer is actually quite simple. Nvidia develops chipsets known as graphics processing units (GPUs), which are a critical piece …
Palantir Technologies PLTR has deepened its collaboration with Lumen Technologies LUMN through a multi-year, multi-million-dollar strategic partnership focused on helping enterprises deploy artificial intelligence faster and more securely. The deal integrates Palantir’s Foundry and Artificial Intelligence Platform with Lumen’s Connectivity Fabric, designed to streamline data …
Key Points The stock turned lower following the streaming-TV specialist’s earnings report this week. Business momentum remains solid, with revenue growth accelerating and ads gaining traction. The price-to-earnings multiple may be too demanding. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) stock’s …
Despite missing earnings expectations yesterday evening, Tesla TSLA stock was resilient in Thursday’s trading session. Falling sharply in early morning trading, TSLA ended the day up +2%, extending YTD gains to a respectable +10% considering the cost challenges the EV leader has faced. Adding to these …
Baidu’s BIDU AI Cloud business is gaining strategic significance as the company focuses on scaling its foundation model ecosystem and expanding enterprise use cases. The launch of ERNIE 4.5, a family of 10 open-sourced models optimised for reasoning, instruction-following and multimodal understanding, marks an important …
Ford F reported third-quarter 2025 adjusted earnings per share of 45 cents, which surpassed the Zacks Consensus Estimate of 38 cents but declined from 49 cents recorded in the year-ago quarter. The company’s consolidated third-quarter revenues came in at $50.5 billion, up 9.3% year over …