Articles for category: Most Popular

The whipping post

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See Which Recent 13F Filers Hold TSLA But Boussard & Gavaudan Investment Management, Wright Wealth, Lombard Odier Asset Management USA, Carret Asset Management, Coppell Advisory Solutions and Deltroit Asset Management UK Exited

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 ...

The whipping post

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The "Magnificent Seven" Has Gained $4.8 Trillion Since the Start of April. Here's Why That's a Risk to the S&P 500 and Nasdaq-100.

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 ...

The whipping post

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Why Intel Stock Slumped Today

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, ...

The whipping post

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The Real Reason Microsoft Just Went All-In on AI Infrastructure. It's Not What You Might Think.

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

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3 Reasons to Hold Netflix Stock Despite 16% Drop in the Past Month

Netflix NFLX has shed roughly 16% over the past month, underperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector, prompting investors to question whether the stock’s long-term investment thesis remains intact. The global streaming leader has navigated a turbulent macro environment, yet a closer look at its first-quarter 2026 results, ...