Seeking catalyst driven opportunity
Key Points The Dow rose 1.1% or roughly 560 points on Monday morning, the S&P 500 gained 1.2%, and the Nasdaq Composite led with a 1.8% jump. Cheaper crude eases inflation pressure, which helped both value and growth stocks rally together. Caterpillar and SpaceX both …
Key Points In the artificial intelligence (AI) investing world, the cloud computing providers are one of the primary beneficiaries. These are the companies spending hundreds of billions of dollars on data centers purpose-built for AI computing, but expect to make all of that money back …
Key Points Advanced Micro Devices currently generates substantially higher revenue due to its massive scale, while IonQ is expanding rapidly from a much smaller baseline. Both companies have seen their quarter-over-quarter revenue generally increase over the last eight periods, with AMD showing steady expansion and …
Key Points Although the Magnificent Seven have traditionally done the heavy lifting on Wall Street, all but one have underperformed the benchmark S&P 500 in 2026. Investors are getting fed up with otherworldly spending on artificial intelligence (AI) and punishing companies with negative free cash …
The Leuthold Select Industries ETF is seeing unusually high volume in afternoon trading Monday, with over 1.2 million shares traded versus three month average volume of about 51,000. Shares of LST were up about 0.8% on the day. Components of that ETF with the highest …
Netflix‘s NFLX expanding investment in live programming is emerging as a key driver of its long-term subscriber growth strategy. Rather than pursuing an expensive portfolio of premium sports rights, the company has adopted a selective approach by adding live sports, entertainment specials and marquee events …
Key Points The prospect of high robotaxi and humanoid robot sales is the main reason Tesla gets away with a P/E ratio close to 300. Ford is working on self-driving technology that can position it to offer robotaxis, and other automakers may follow suit. If …
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 $275.1 million dollar inflow — that’s a 1.1% increase week over week …
Here are two stocks with buy rank and strong income characteristics for investors to consider today, August 3: Schneider National, Inc. SNDR: This provider of truckload, intermodal, and logistics services has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.9% over the …
Key Points Speculation about a potential merger between SpaceX (NASDAQ:SPCX) and Tesla (NASDAQ:TSLA) is nothing new. In early June, I warned that “a mega merger may be closer than you think.” New reporting from The Wall Street Journal now suggests that both companies may soon …