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Key Points Nvidia and Broadcom are each seeing huge demand for their computing equipment. Taiwan Semiconductor is the primary chip supplier for artificial intelligence (AI) hardware components. Alphabet and Microsoft are seeing huge growth in their cloud computing divisions. 10 stocks we like better than Nvidia › Artificial intelligence (AI) investing should still be at ...
Key Points Investors are losing patience with Oracle’s borderline reckless artificial intelligence (AI) spending. Netflix’s Warner Bros. acquisition marks a noticeable step change in its margins and capital structure. Both stocks are compelling values. 10 stocks we like better than Oracle › In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would ...
Shares of EVI Industries, Inc. EVI have declined 10.4% since the company reported its earnings for the quarter ended Dec. 31, 2025, underperforming the S&P 500 index, which slipped just 0.1% over the same period. Over the past month, EVI stock has declined 17.1%, again lagging the broader market’s modest 0.4% decline, reflecting a sharply ...
Key Points Rivian Automotive (NASDAQ: RIVN) has made tremendous progress as a business in a very short period of time. Building an electric vehicle (EV) manufacturer from the ground up is neither cheap nor easy. And yet Rivian enters 2026 with a fairly impressive production rate of around 42,000 high-end consumer trucks and EV delivery ...
At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Alibaba Group Holding Ltd (Symbol: BABA) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take ...
Having started the year near $250, tech titan is currently trading around $210. A choppy January turned into a bruising start to February after the company reported a rare earnings miss last week and unveiled a sharply higher capital expenditure forecast that rattled investors. The stock gapped down following the report and has shown few ...
Key Points Owning Tesla (NASDAQ: TSLA) stock has always been a lively ride, with plenty of starts, stops, reversals, and the occasional detour into unfamiliar streets. So far this year, the bellwether electric vehicle (EV) maker’s stock has been traveling backward, with a more than 5% decline as of this writing. Does this drift into ...
What happened Shares of Apple (NASDAQ: AAPL) declined by 3% on Thursday, following reports of delayed Mac shipments. So what Coronavirus-related lockdowns in China are placing a kink in global supply chains. Many Chinese equipment manufacturers have had to shut down their operations in recent weeks. That’s forcing Apple to lengthen its shipping times for ...
Frequency Electronics, Inc. FEIM shares have climbed 41.7% in the past six months compared with the industry’s 3.9% growth. The company has outperformed other industry players, including Transcat, Inc. TRNS and Badger Meter, Inc. BMI. Shares of TRNS and BMI have declined 9.4% and 18.6%, respectively, in the same time frame. Robust defense and aerospace ...
The Tech sector’s 2025 Q4 earnings results have been very good. But what accounts for the group’s stock market underperformance in recent days can broadly be connected to two factors. At one level is the resumption of the market’s unease with the ever-rising capex budgets from the Mag 7 group. This isn’t a new issue ...
The whipping post
The whipping post
The whipping post