Articles
Daily market commentary and analysis.
The Overlooked Part of the AI Chip Boom Is Getting a Closer Look
The rollout of artificial intelligence (AI) software over the past two years has led to a boom in those who create the software, as well as the hardware needed to run it. For the most part, the…
Feb 28, 2024
Insider Activity Report: Northwestern Energy Group (NWE)
Mahvash Yazdi, a director atNorthwestern Energy Group (NWE), recently bought 1,000 shares. The buy increased the director’s stake by 7 percent, and came to a total cost of $48,800. This marks the…
Feb 28, 2024
Unusual Options Activity: Berkshire Hathaway (BRK-B)
Shares of conglomerateBerkshire Hathaway (BRK-B) dropped slightly after reporting record earnings for the fourth quarter of 2023. One trader sees shares trending higher in the coming weeks. That’s…
Feb 28, 2024
Values Look Attractive in This Unloved Sector
Markets often treat some sectors better than others. Tech often gets the attention, but even in that space, right now AI-related names are attracting the most attention. Other sectors are out of…
Feb 27, 2024
Insider Activity Report: Blackstone (BX)
Reginald Brown, a director atBlackstone (BX), recently added 2,400 shares. The buy increased his holdings by 16 percent, and came to a total cost of $301,500. The buy came a few weeks after another…
Feb 27, 2024
Unusual Options Activity: Frontier Communications Parent (FYBR)
Telecom providerFrontier Communications Parent (FYBR) is down 17 percent over the past year as the telecom space has been a poorly-performing part of the market. One trader sees further downside…
Feb 27, 2024
Strong Demand Points to More Upside for this Travel Play
Consumer spending data has been mixed over the past year. One of the biggest disconnects is the slowdown in traditional spending while discretionary spending has increased. In the discretionary…
Feb 26, 2024
Insider Activity Report: Humana (HUM)
Jorge Mesquita, a director atHumana (HUM), recently bought 545 shares. The buy increased his position by 27 percent, and came to a total cost of $200,066. This marks the first insider buy at the…
Feb 26, 2024
Unusual Options Activity: Rivian Automotive (RIVN)
Electric vehicle manufacturerRivian Automotive (RIVN) saw shares sink 25 percent last week following earnings. One trader is betting that the drop was an overreaction and shares will trend higher.…
Feb 26, 2024
Poor Guidance and Great Earnings Point to Strong Stock Returns
Earnings season offers investors a number of second chances to buy great stocks. One of the best ways to get an opportunity is when a stock sells off for providing poor guidance. The market likes…
Feb 23, 2024
Insider Activity Report: Phillips 66 (PSX)
Robert Pease, a director atPhillips 66 (PSX), recently bought 682 shares. The buy increased his holdings by 56 percent, and came to a total cost of $99,968. This is the first insider buy since last…
Feb 23, 2024
Unusual Options Activity: Morgan Stanley (MS)
Wall Street megabankMorgan Stanley (MS) has been trending higher in recent months, but is still down 12 percent over the past year. One trader sees shares trending higher in the coming weeks. That’s…
Feb 23, 2024
Grab Out-of-Favor Earnings Winners
Earnings season shows which companies are able to navigate today’s economy, and which companies are missing out. While the economic data shows strong topline growth, there’s been slowing demand…
Feb 22, 2024
Insider Activity Report: Old Republic Insurance (ORI)
Barbara Adachi, a director atOld Republic Insurance (ORI), recently bought 1,925 shares. The buy increased her stake by 33 percent, and came to a total cost of $55,055. The director also bought…
Feb 22, 2024
Unusual Options Activity: Realty Income (O)
Real estate property owner and operatorRealty Income (O), is down 20 percent over the past year as rising interest rates and concern over retail real estate have weighed on shares. One trader sees…
Feb 22, 2024
Rising Profitability and Upside Catalysts Bode Well for this Digital Leader
Digital assets posted strong returns last year, and are on track for an even stronger return this year. That will likely be driven in part by the new bitcoin ETFs, as well as the upcoming halving of…
Feb 21, 2024
Insider Activity Report: Goodyear Tire & Rubber (GT)
Max Mitchell, a director atGoodyear Tire & Rubber (GT), recently bought 42,000 shares. The buy is a new stake for the director, and the total cost of the buy came to $510,300. This marks the only…
Feb 21, 2024
Unusual Options Activity: Chesapeake Energy (CHK)
Oil and gas production companyChesapeake Energy (CHK) has traded flat over the past year. One trader is betting shares will trend lower in the coming weeks. That’s based on the March $72.50 puts.…
Feb 21, 2024
This Unloved Commodity Play May Be Forming a Bottom
Commodity markets make big moves both higher and lower. Those moves can last for years. Sometimes, there’s a broader trend that can push a commodity market in one direction or another. Right now, the…
Feb 20, 2024
Insider Activity Report: Mr. Cooper Group (COOP)
Michael Weinbach, President atMr. Cooper Group (COOP), recently bought 17,000 shares. The buy is a new position for the President, and it came to a total cost of $1,209,720. This marks the first…
Feb 20, 2024