Since ChatGPT was introduced in late November 2022, the AI trade has been mostly focused on the Magnificent-7, especially the big cloud companies, i.e., the “hyperscalers” (chart). For a while, they were all viewed as AI dominators until DeepSeek was released by a Chinese software company in late January 2025. Increasing confidence that US Large ...
Key Points Mega-IPO winners of the past include Meta Platforms and Arm Holdings. Big losers following mega-IPOs include Alibaba (eventually) and Rivian (almost immediately). SpaceX appears to share more in common with Meta and Arm than it does Alibaba and Rivian. 10 stocks we like better than Meta Platforms › History is about to be ...
Louis Navellier says Wall Street’s biggest disadvantage may be your biggest investing edge. Listen to the audio version of this article (generated by AI). Editor’s Note: For nearly 50 years, quant investing legend Louis Navellier has built his reputation by identifying fast-growing companies before Wall Street fully catches on. He’s one of the few market ...
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the State Street Energy Select Sector SPDR ETF, which added 24,350,000 units, or a 3.5% increase week over week. Among the largest underlying components of XLE, in morning trading today Exxon Mobil is ...
Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. “Everyone knows” may be one of the most dangerous terms in investing: “Everyone knows internet stocks don’t need profits”… “Everyone knows real estate prices only go up”… “Everyone knows Bitcoin will hit $1 million”… That’s because “everyone knows” means ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Many investors think the AI trade is overcrowded. I don’t — and neither does legendary growth investor Louis Navellier. We think we’re watching the early innings of a much bigger market rotation — one where money starts moving beyond the obvious mega-cap ...
Key Points Some investors have worried that Apple might be falling behind in the age of AI. But it is seeing surprising demand from companies using its laptops for AI development. Mac sales are up 6% year over year, based on the latest quarterly earnings. 10 stocks we like better than Apple › Is Apple ...
U.S. inflation data, retail sales, U.S.-Iran developments and the Trump-Xi summit could dominate the coming week. Applied Materials stands out as the stock to buy, driven by its strong positioning in the semiconductor equipment market amid surging demand for AI infrastructure. Alibaba emerges as the one to sell, as its upcoming results highlight ongoing challenges ...
The Q1 earnings season reconfirmed the steadily improving earnings outlook we have consistently highlighted in our earnings commentary. The earnings focus lately has been on the blockbuster mega-cap Tech players in the Magnificent 7 group of companies, but results have been impressive across the board in all sectors. Most companies have comfortably exceeded Zacks Consensus ...
Key Points Wall Street banker Bernstein spooked the market with worries over spot demand for NAND yesterday. The banker still thinks Sandisk is a buy, however, as buyers compete for limited memory supply. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) stock took a tumble on Thursday, sliding 5% on a report ...
