Seeking catalyst driven opportunity
Key Points AMD posted sales and earnings beats for Q4, but its stock fell because some investors expected stronger guidance. The stock fell in response to bearish sentiment surrounding AI valuations and macroeconomic concerns. AMD announced a big contract win with Meta Platforms last month. …
Key Points A newly published survey from Bank of America asked investment-grade credit investors to name their top concern right now. Despite the recent hype about AI disrupting software companies and making corporate “knowledge worker” jobs obsolete, these investors are much more worried about the …
Key Points Netflix investors appear relieved that the streaming giant isn’t making a massive acquisition. The company had been in a bidding war to buy Warner Bros., but it recently backed away from those efforts. It still plans to invest in expanding its content, but …
Key Points Ford should remain a low-margin and low-growth business, which doesn’t bode well for investment returns. The company hopes that its electric vehicle segment will be profitable in 2029, as it tightens its strategic focus. Shares lagged the S&P 500 in the past 10 …
Moderna stock has jumped after the legal settlement, but valuation concerns remain. The biotech sector showed resilience despite rising geopolitical tension. What are the best biotech stocks to watch right now? Biotech company stock emerged as one of the biggest gainers among large US companies …
Shares of National Presto Industries, Inc. NPK have gained 6.2% since the company reported its earnings for the year ended Dec. 31, 2025. This compares to the S&P 500 index’s 1.3% decline over the same time frame. Over the past month, the stock has gained …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $1.1 billion dollar inflow — that’s a 5.3% increase week over week …
Key Points Dogecoin was created as a joke in 2013, but by 2021, it was more valuable than most companies in the S&P 500. The token proceeded to lose more than 90% of its value by mid-2022, and it has struggled to mount a sustained …
Key Points The Invesco QQQ ETF gives you exposure to all 100 stocks in the Nasdaq-100 benchmark index. The Nasdaq-100 is a weighted index, with 47% of the index’s weight composed of just 10 companies. This concentration risk is very important to understand before investing. …
Key Points Nvidia’s data-center segment is driving virtually all of the company’s results. Nvidia’s Rubin product line is designed to capitalize on agentic artificial intelligence (AI). Compute demand for physical AI is one of Nvidia’s most exciting long-term opportunities. 10 stocks we like better than …