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Key Points Pershing Square first bought Alphabet stock in early 2023, and held onto most of its position until the first quarter of this year. In Q1, Bill Ackman booked most of his gains from Alphabet and rotated the capital into Microsoft. Microsoft stock plummeted earlier this year due to concerns about slowing growth in ...
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, CrowdStrike Holdings Inc (Symbol: CRWD) has taken over the #72 spot from Netflix Inc (Symbol: NFLX), according to ETF Channel. Below is a chart of CrowdStrike Holdings Inc versus Netflix Inc plotting their respective rank within the ...
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Loews Corp. (Symbol: L), where a total of 5,677 contracts have traded so far, representing approximately 567,700 underlying shares. That amounts to about 67.6% of L’s average daily trading volume over the past month of 839,605 shares. Particularly ...
Key Points Despite reporting plummeting profitability in its recent fiscal fourth-quarter earnings report (for the period ended March 30), Alibaba (NYSE: BABA) shares jumped as investors were excited about the Chinese company’s artificial intelligence (AI) road map. The stock is now trading around breakeven on the year, as of this writing. Let’s dig into the ...
Key Points Talk of an AI bubble has faded since late last year, when signs of weakness in some AI stocks and fears around circular deals triggered a sell-off in names like Nvidia. Since then, a shortage in memory chips and strong demand growth have sent AI stocks surging again, with major indexes hitting all-time ...
Qualcomm Incorporated QCOM is expanding its presence in the compute market through its Snapdragon X series processors, aiming to become a major player in artificial intelligence (AI)- powered computing. The company is utilizing its expertise in power-efficient processors and wireless connectivity to strengthen its position in personal computers. Qualcomm’s Snapdragon X Elite and Snapdragon X ...
Shares of Expion360 Inc. XPON have declined 13.4% since the company reported earnings for the quarter ended March 31, 2026, underperforming the S&P 500 index’s 2.1% decline over the same period. Over the past month, the stock has fallen 28% compared with the S&P 500’s 3.6% gain, reflecting continued investor caution toward the battery storage ...
Snowflake SNOW is benefiting from a rapidly growing customer base. The company’s platform continues to gain adoption among large enterprises across industries. In the third quarter of fiscal 2026, SNOW reported 20% year-over-year growth in the number of customers, reaching 12,621. The company now has 688 customers with trailing 12-month product revenues greater than $1 ...
Key Points Nvidia expects to earn $20 billion from its Vera CPU revenue this year. Vera architecture is licensed from Arm. The shift toward agentic AI has driven a boom in Arm stock because of increased demand for CPUs. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) were ...
Key Points Elon Musk’s SpaceX confidentially filed to go public about a month ago. SpaceX is reportedly targeting an IPO valuation of as much as $2 trillion. Jim Cramer recently highlighted some risks about the structure and narrative around SpaceX’s IPO. These 10 stocks could mint the next wave of millionaires › As the longtime ...
The whipping post
The whipping post
The whipping post