Articles
Daily market commentary and analysis.
One Potential Winner for AI’s Next Phase
For the past two years, semiconductor companies have been the big focus for AI investors. There are massive orders of chips needed to power today’s AI programs, with more demand down the line.…
Feb 17, 2025
Insider Activity Report: Advanced Micro Devices (AMD)
Philip Guido, an EVP at Advanced Micro Devices (AMD), recently bought 4,645 shares. The buy increased his stake by 16%, and came to a total cost of $499,616. This buy is the first insider activity of…
Feb 17, 2025
Unusual Options Activity: Teradata Corporation (TDC)
Cloud services and analytics company Teradata Corporation (TDC) is down 35% in the past year, with shares taking a dive after earnings last week. One trader sees a rebound in the months ahead. That’s…
Feb 17, 2025
This Hated Stock Rallies In Another Sign of the Rotation into Healthcare
Markets tend to rotate over time. It’s a way to give a leading sector a break, while continuing an overall market trend. Recently, tech stocks have slowed significantly. But other sectors have taken…
Feb 14, 2025
Insider Activity Report: Occidental Petroleum (OXY)
Berkshire Hathaway (BRK-B), a major holder of Occidental Petroleum (OXY), has continued to add to its stake with a 763,017 share buy. The most recent buy increased Berkshire’s position by less than…
Feb 14, 2025
Unusual Options Activity: Intel (INTC)
Chipmaker Intel (INTC) is down 52% over the past year as the company has failed to capitalize on demand for chips that can power the AI revolution. One trader sees shares trending lower in the weeks…
Feb 14, 2025
Market Rotation Trends Point to Gains in this Sector
The stock market is a complex interaction of several factors. And while the headline numbers for the stock market are still strong, behind the scenes, a rotation is underway. That rotation includes a…
Feb 13, 2025
Insider Activity Report: Beazer Homes (BZH)
Allan Merrill, President and CEO of Beazer Homes (BZH), recently bought 5,000 shares. The buy increased his position by less than 1%, and came to a total cost of $109,150. He was joined by the…
Feb 13, 2025
Unusual Options Activity: Marriott (MAR)
Hotel owner and operator Marriott (MAR) dropped nearly 5% after slightly missing on its earnings. One trader sees a rebound in the months ahead. That’s based on the June $270 calls. With 127 days…
Feb 13, 2025
Follow a Company’s Key Industry Metrics For Better Returns
Over time, a company’s earnings are the key driver of its returns. However, many industries look at other metrics to determine the quality of earnings. Understanding these key metrics can give…
Feb 12, 2025
Insider Activity Report: KeyCorp (KEY)
The Bank of Nova Scotia, a major holder of KeyCorp (KEY), recently bought 50,000 shares. The buy increased the bank’s stake by less than 1%, and came to a total cost of $892,500. This marks the first…
Feb 12, 2025
Unusual Options Activity: AST SpaceMobile (ASTS)
Satellite communications company AST SpaceMobile (ASTS) shares are up over 800% in the past year and are still in a strong uptrend. One trader sees shares pulling back in the coming months. That’s…
Feb 12, 2025
Institutional Money Flows Point to Big Profits
One way investors can find good opportunities is to find stocks that institutional investors are buying. Institutions have to declare their stock purchases over time, from insurance companies to…
Feb 11, 2025
Insider Activity Report: Murphy Oil (MUR)
Claiborne Deming, a director at Murphy Oil (MUR), recently bought 100,000 shares. The buy increased his stake by 4%, and came to a total cost of $2.65 million. He was joined by a company director,…
Feb 11, 2025
Unusual Options Activity: Cleveland Cliffs (CLF)
Steel producer Cleveland Cliffs (CLF) slid over 45% in the past year, as low-cost global steel operators have been more profitable in today’s environment. One trader sees a massive bounce higher by…
Feb 11, 2025
This Corporate Spinoff Strategy Could Unlock Faster Growth
Companies have many ways to see faster growth. One way is to invest more into researching new products and services to offer. For some companies that have multiple departments and divisions already,…
Feb 10, 2025
Insider Activity Report: Caterpillar (CAT)
Gerald Johnson, a director at Caterpillar (CAT), recently bought 100 shares. The buy increased his stake by 3%, or $36,557. This marks the first insider buy of the year. Last year, a handful of other…
Feb 10, 2025
Unusual Options Activity: Hilton Worldwide Holdings (HLT)
Hotel operator Hilton Worldwide Holdings (HLT) is up over 30% in the past year, far outpacing the overall stock market. One trader sees shares trending even higher into the summer. That’s based on…
Feb 10, 2025
The Cloud Spending Slowdown Won’t Last as AI Speeds Up
This earnings season, many companies with large exposure to cloud storage have reported weaker revenues. That’s been a big driver for a selloff, even if overall earnings have generally been bullish.…
Feb 7, 2025
Insider Activity Report: Interactive Brokers (IBKR)
Jill Bright, a director at Interactive Brokers (IBKR), recently bought 135 shares. The buy increased her stake by 6%, and came to a total cost of $29,634. This is the first insider buy at the…
Feb 7, 2025