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Key Points Nvidia will announce its fiscal 2027 first quarter on Wednesday, May 20. The company expects revenue of about $78 billion, 15% higher than just last quarter. Today’s drop comes as investors were disappointed there was no major China announcement. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) shares sank as ...
Shares of Tucows Inc. TCX have gained 0.6% since reporting results for the first quarter of 2026, trailing the S&P 500 index’s 1.1% return. However, over the past month, the stock has declined 10.7%, underperforming the S&P 500’s 6.6% advance. Tucows reported first-quarter 2026 consolidated net revenues of $96.7 million, up 2% year over year ...
At Holdings Channel, we have reviewed the latest batch of the 111 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Tesla Inc (Symbol: TSLA) was held by 31 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer ...
Let’s capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot! A widely cited academic study on analyst target price accuracy found that only about 54% of 12-month price targets correctly predicted even the direction of the subsequent price move. Fifty-four percent. On direction alone. That’s barely better than a coin flip! ...
Key Points The broader stock market is heavily dependent on a handful of stocks. Today’s leading companies have faster growth rates and higher margins than former market leaders. S&P 500 index funds don’t offer as much diversification as they used to. 10 stocks we like better than Nvidia › Will AI create the world’s first ...
Key Points The artificial intelligence (AI) chipmaker’s initial public offering was the largest IPO in 2026 so far. Cerebras closed Thursday with a standard market cap of just under $67 billion. Newer customers include some big names: OpenAI, the maker of ChatGPT, Amazon, and Meta Platforms. 10 stocks we like better than Cerebras Systems › ...
Key Points Broadcom’s AI semiconductor revenue more than doubled year over year in its most recent quarter. Taiwan Semiconductor’s high-performance computing platform now accounts for more than 60% of total revenue. Both stocks have been winners, but one’s growth profile and visibility look more compelling. 10 stocks we like better than Broadcom › When it ...
Shares of CBL & Associates Properties, Inc. CBL have gained 4.2% since the company reported results for the quarter ended March 31, 2026, outperforming the S&P 500 Index’s 1.4% increase over the same period. Over the past month, the stock gained 8.2% compared with the S&P 500’s 6.8% growth. CBL’s Earnings Snapshot CBL reported first-quarter ...
Key Points Nvidia (NASDAQ: NVDA) is heading to China this week, with CEO Jensen Huang accompanying President Trump on his visit to meet with President Xi Jinping, and announcing a deal that will permit it to ship H200 artificial intelligence chips to the Middle Kingdom. Nvidia stock is up more than 2% on the news, ...
Key Points Microsoft’s commercial remaining performance obligations have surged to roughly $625 billion, showing multiyear contracted revenue visibility that far exceeds peers and is heavily driven by AI workloads. The company is locking in GPUs, land, and long-term power (including multidecade energy deals) because compute capacity is the real constraint in the AI era. Microsoft’s ...
The whipping post
The whipping post
