For those concerned about NVIDIA’s (NASDAQ:) prospects and the staying power of AI, don’t fret. NVIDIA is at the heart of the next tech revolution, which will come after AI: robotics. As crucial as robotic automation is today, it will only become more entrenched in daily life as AI advances. AI is critical to robotics; ...
Key Points Amazon and Alphabet could achieve $3 trillion market values within six quarters, meaning would surpass what Apple is worth today before the end of 2026. Amazon has a strong presence in e-commerce, digital advertising, and cloud computing, and internally-developed AI tools should push its profit margin higher in the coming years. Alphabet has ...
Key Points The need for next-generation AI processors has skyrocketed in recent years. Taiwan Semiconductor is the foundry trusted by the biggest names in AI and is well-positioned to prosper from these secular tailwinds. While it forms the foundation (or should I say “foundry”) of the AI revolution, the stock is attractively priced. 10 stocks ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $5.4 billion dollar inflow — that’s a 1.5% increase week over week in outstanding units (from 634,750,000 to 644,150,000). Among the largest underlying components ...
Nebius Group N.V. NBIS is positioning itself as a key player in the AI infrastructure space by setting an ambitious target of securing one gigawatt (“GW”) of capacity by 2026. Management remains confident that aggressive capacity buildout will aid in achieving “mid-single digit billions of dollars in revenues” in the mid-term. Scaling capacity is inherent ...
Here’s a quick recap of the crypto landscape for Monday (August 11) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$118,815, down by 0.1 percent over the last 24 hours and ...
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 Nutanix (NTNX) before we ...
At Holdings Channel, we have reviewed the latest batch of the 74 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Netflix Inc (Symbol: NFLX) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer ...
Ferrari N.V. RACE has been firing on all cylinders, with second-quarter 2025 results underscoring why the prancing horse continues to outpace the broader auto sector. The luxury automaker’s revenues surged 12% year over year to €1.66 billion, powered by not just higher deliveries but also strong pricing discipline. Its ability to raise prices without denting ...
Key Points Alibaba (NYSE: BABA) was once the crown jewel of China’s internet economy. Today, it’s more complicated. The e-commerce giant has faced regulatory crackdowns, weakening Chinese consumer marketing, and fierce competition from fast-moving rivals like Pinduoduo and Douyin. Yet beneath the surface, Alibaba is quietly undergoing a significant transformation — one that could define ...
