As AI initiatives grow, enterprises face new operational challenges regarding GPU availability across regions, planning capacity for multiple teams and ensuring predictable access to resources. Nebius Group N.V. NBIS is addressing these needs with the launch of Nebius AI Cloud 3.1, the latest release of its full-stack AI cloud platform. Building on the Nebius AI Cloud ...
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Direxion Daily Semiconductors Bull 3x Shares, where 11,900,000 units were destroyed, or a 4.0% decrease week over week. Among the largest underlying components of SOXL, in morning trading today Advanced Micro ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
Key Points Nvidia will continue to benefit from increased AI infrastructure spending. Alphabet’s structural cost advantage should become more evident in 2026. Both stocks are attractively valued, even after nice runs in 2025. 10 stocks we like better than Nvidia › While a company obtaining a $5 trillion market cap seemed like a fantasy just ...
Key Points 2025 marked an inflection year for Alibaba Group (NYSE: BABA). After several years defined by regulatory pressure, slowing growth, and investor skepticism, the company didn’t suddenly return to its former dominance. But it did change direction in ways that matter for long-term investors. Instead of chasing short-term optics, Alibaba clarified its priorities. It ...
Roku’s ROKU rising streaming hours continue to reinforce its position as a core monetization platform in the connected television ecosystem. Streaming hours remain the primary engagement catalyst for Roku, as higher usage directly expands advertising inventory and improves subscription discoverability. As linear television viewing shifts toward streaming, incremental time spent within Roku’s ecosystem supports scalable ...
Key Points Ford’s dividend yield of 4.56% supports shareholder returns. The company’s growth and profits have generally been disappointing. Investors looking to buy the stock should consider whether Ford is a high-quality business. 10 stocks we like better than Ford Motor Company › Ford Motor Company (NYSE: F) is a well-known business in the auto ...
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Boston Scientific (BSX) before ...
There is a line from The Great Gatsby that has always stayed with me: Can’t repeat the past?…Why of course you can! F. Scott Fitzgerald wrote it to capture a dangerous illusion, the belief that America’s golden age could simply be willed back into existence. I was thinking about this just a few weeks ago ...
Key Points A major social media company is making a concentrated push into for-profit AI, according to a media report. It’s reportedly utilizing several third-party models, such as Alibaba’s, to aid in training its system. 10 stocks we like better than Alibaba Group › Following news that it is reportedly involved in a significant artificial ...
