Seeking catalyst driven opportunity
At Holdings Channel, we have reviewed the latest batch of the 48 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Microsoft Corporation (Symbol: MSFT) was held by 38 of these funds. When hedge fund managers appear to be thinking alike, we …
Back in the summer of 2024, it felt like you couldn’t escape the noise. The countdown to the Paris Olympics had begun. Taylor Swift’s Eras Tour was everywhere. And the U.S. presidential election was heating up fast. Investors were focused on their own headlines. Every …
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
Key Points Sports broadcasting rights are lucrative but come at a hefty cost. Netflix is focusing on strategic events for maximizing exposure at a lower total spend. The strategy could help drive profitable growth as ad-supported memberships grow. 10 stocks we like better than Netflix …
Key Points Amazon helped establish Rivian with its order of 100,000 electric delivery vans (EDVs). After ending the exclusivity agreement between the two companies, additional orders have been slow. With improved EDV performance and better unit economics, Rivian is poised to take on more orders …
Alibaba BABA is scaling its quick commerce business aggressively, but the strategic trade-off is becoming more visible. Unlike traditional marketplace-driven e-commerce, quick commerce is inherently logistics-heavy, built around speed, fulfillment density and high-frequency categories. This strengthens user engagement and embeds Alibaba deeper into daily consumption …
Key Points Intel is teaming up with CEO Elon Musk’s SpaceX, Tesla, and xAI on the Terafab chip manufacturing plant. Intel’s chip-manufacturing experience makes it more likely that the Terafab project will be a success. 10 stocks we like better than Intel › Intel (NASDAQ: …
is recovering very nicely and has broken decisively above 6620 after moving out of the diagonal formation last week. This suggests that we are now in a new recovery phase that could extend further in the near term. Even if the move up from 6317 …
Netflix NFLX has taken a meaningful step in deepening its hold over the family entertainment market. The streaming giant officially launched Netflix Playground, a standalone gaming app designed for children aged eight and under. Included with all Netflix memberships at no additional cost, the app …
United Parcel Service UPS inked a deal with the Teamsters National Negotiating Committee, placing limits on severance offers while safeguarding and prioritizing the seniority of Teamsters drivers. Teamsters General President Sean M. O’Brien played a key role in compelling UPS to return to negotiations following the …