Articles for category: Most Popular

The whipping post

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I Predicted That Oracle and Netflix Would Join Nvidia, Alphabet, Apple, Microsoft, Amazon, Broadcom, Meta Platforms, and Tesla in the $1 Trillion Club by 2030. Here's Why That Forecast Is Being Tested in 2026.

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 ...

The whipping post

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2 Predictions for Rivian in 2026

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 ...

The whipping post

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See Which Of The Latest 13F Filers Holds BABA

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 ...

The whipping post

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Should You Buy the Dip on Tesla?

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 ...

The whipping post

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Why Apple Stock Fell Today

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 ...

The whipping post

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Why Have Tech Stocks Lost Their Mojo?

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 ...