Key Points Meta inked a five-year, $27 billion deal with Nebius to provide it with GPU-as-a-Service (GPUaaS). This marks the second sizeable deal in as many weeks for the neocloud operator. Nebius is growing like wildfire and has a valuation to match. 10 stocks we like better than Nebius Group › Meta Platforms (NASDAQ: META) ...
Key Points Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft’s code was being written by artificial intelligence (AI). I can only imagine that number is higher now. Humans are still definitely needed to maintain quality, a fact proved by Microsoft appointing Charlie Bell, former head of the company’s security ...
Key Points Nvidia’s launch of its Rubin AI chips should provide a solid catalyst later this year. The company’s leadership in sovereign AI is another key tailwind. Wall Street expects an exceptional performance from Nvidia going forward, too. 10 stocks we like better than Nvidia › Have you ever read a book or watched a ...
Key Points Oklo’s stock has been highly volatile. The company is awaiting approval for a key nuclear project. The increasing prices of oil and natural gas help Oklo’s business model. 10 stocks we like better than Oklo › Nuclear power plant upstart Oklo (NYSE: OKLO) is off to a slow start in 2026. Its shares ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the First Trust Dow Jones Internet Index Fund (Symbol: FDN) where we have detected an approximate $864.7 million dollar outflow — that’s a 15.1% decrease week over week (from 23,200,002 to 19,700,002). Among the largest underlying ...
Investors in Ford Motor Co. (Symbol: F) saw new options begin trading today, for the May 1st expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the F options chain for the new May 1st contracts and identified one put and one call contract of particular interest. The put contract at ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take a look at what these Wall Street heavyweights have to ...
Key Points Joby Aviation is the frontrunner of the nascent eVTOL industry. Morgan Stanley estimates the air mobility market will be worth $5 trillion in 2050. Joby’s air taxis will need to be deeply embedded in everyday life for this stock to grow a hundredfold. 10 stocks we like better than Joby Aviation › In ...
Markets are reacting to fresh tensions. Diversification still works. Hello, Reader. Last month, I posed a challenge… Adjust your investing habit and look beyond U.S. markets. Today, I’d like to check in. Let’s start with a brief tour of the home front. Navigating our frenetic stock market during the several weeks has not been an ...
Key Points Alphabet controls every part of its AI stack, from hardware to software, which has helped it scale more efficiently. The tech giant has seen excellent growth in top-line revenue, Google Cloud, and the number of Gemini users. 10 stocks we like better than Alphabet › If you want to get more AI exposure ...
