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Being a leading provider of semiconductor memory solutions, Micron Technology MU is the most searched for stock on Zacks.com outside of Nvidia NVDA. This comes as the storied memory chip shortage has made Micron a central beneficiary of the AI hardware boom. The rapid expansion of AI hardware — data centers, GPUs, and accelerators — is ...
Key Points Advanced Micro Devices (NASDAQ: AMD) has been a bit of a hot and cold stock. Since the start of 2025, it’s up around 71%, but right now it’s down around 22% from its all-time high set in late October 2025. While AMD’s artificial intelligence (AI) offerings have improved, the reality is that it’s ...
Why the search for “peak AI” spending is misguided Imagine the scene. A major CEO calls a surprise press conference. Cameras flash. Reporters crowd forward. The room goes quiet as he steps to the podium. “We’re done investing in electricity,” he announces. A stunned, confused silence. “We’ve reached peak power usage. From here on out, ...
Key Points Turnaround stocks often face a lot of negativity from investors until their turnaround efforts start bearing fruit. United Parcel Service is working to streamline its operations so it can become a more profitable business. Pfizer is trying to solidify its drug pipeline so it can deal with an upcoming patent cliff. 10 stocks ...
Here’s a quick recap of the crypto landscape for Friday (February 13) 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 (BTC) was priced at US$66,633.60, down 1.1 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, February ...
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 ...
The whipping post
The whipping post
The whipping post