Seeking catalyst driven opportunity
Key Points Cathie Wood and Wall Street don’t always agree. The chief executive officer of Ark Invest has been more bullish on Tesla, for example, than the general analyst community and has taken advantage of declines when they occur to add to her position — …
Key Points Nvidia and Apple rank as the most likely stocks to reach $8 trillion market caps by the end of the decade. Alphabet claims two spots on the list because of its two share classes. Like the other companies, Microsoft’s path to $8 trillion …
Since the advent of the internet roughly three decades ago, there has been no shortage of next-big-thing trends and innovations generating buzz on Wall Street. Some examples include genome decoding, 3D printing, and the metaverse. However, no leap forward in innovation has come close to …
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Kellanova (Symbol: K), where a total of 17,570 contracts have traded so far, representing approximately 1.8 million underlying shares. That amounts to about 72.6% of K’s average daily …
As Q3 earnings unfurl, companies which rely heavily upon China for product sourcing are taking their tariff lumps, mostly on the Gross Margin line. In my universe of micro-cap stocks it’s common to see 50-700 bps degradation in Gross Margin resulting from tariffs. Consequently, the …
Advanced Micro Devices’ AMD data center AI business is driven by strong demand for Instinct MI350 series and MI300 series GPUs. Oracle’s ORCL launch of MI355X instances, which deliver high performance for real-time inference and multimodal training workloads on Oracle Cloud Infrastructure’s (OCI) zettascale supercluster, …
Key Points Investors have lost money on Salesforce over the last five years. The company’s business model is being challenged by artificial intelligence. The stock is now too cheap to ignore. 10 stocks we like better than Salesforce › The Dow Jones Industrial Average (DJINDICES: …
Here’s a quick recap of the crypto landscape for Monday (December 1) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$86,828.87, …
The streaming entertainment industry continues to evolve rapidly, with both established giants and smaller specialized players competing for viewer attention and subscription dollars. Netflix NFLX, the global streaming leader with more than 300 million subscribers worldwide, stands in stark contrast to Starz Entertainment STRZ, a …
Ferrari N.V.’s (RACE) stock has hit a bumpy patch recently, falling about 17% over the last three months, even while major automakers like General Motors (GM) and Ford (F) saw their shares climb. The stock traded comfortably above $500 in early October before general investor …