This will go down in history as an incredible year for stocks. The S&P 500 hit a new all-time high 50 times. For perspective, there are about 250 trading days in the year. So, on average, the market made history every five days this year. This is excellent for existing portfolios, but makes it challenging…
Key Points The partnership with Nvidia is expected to bear fruit in 2027. Navitas is aggressively pivoting toward higher-margin end markets, such as AI data centers. There’s no evidence to suggest any slowdown in AI and data center capital spending as yet. 10 stocks we like better than Navitas Semiconductor › Shares in Navitas Semiconductor…
Key Points Apple stock has lagged behind the S&P 500 in 2025 even after a sharp rebound from mid-year lows. Recent results point to a reaccelerating business, led by a new iPhone cycle and a robust services business. Apple said it expects double-digit iPhone revenue growth in the important holiday quarter. 10 stocks we like…
Key Points Several billionaires loaded up on Broadcom, Meta Platforms, and Microsoft stocks in Q3. However, Alphabet and Nvidia were the most popular AI stocks with billionaire investors during the quarter. Both stocks should have tremendous growth prospects over the next several years. These 10 stocks could mint the next wave of millionaires › The…
Key Points Recently, Burry published some cryptic posts about GameStop, which he had invested in back in 2019. Burry also plans to write a post on GameStop on his new Substack sometime in December. Burry’s recent mentions have excited GameStop investors, many of whom invested at the height of the meme stock wave in 2021…
Key Points Nvidia stock may have been under pressure lately, but investors shouldn’t overlook the fact that investments in AI are driving returns for users in the real world. As a result, Nvidia’s prediction of $3 trillion to $4 trillion in data center capex spending may eventually turn out to be true. Nvidia is likely…
What happened Shares of Intel (NASDAQ: INTC) climbed on Tuesday after the semiconductor giant announced plans to take its Mobileye autonomous vehicle business public. As of 2:55 p.m. ET, Intel’s stock price was up nearly 4%. So what Intel acquired Mobileye in 2017. The Israel-based company is a leading provider of advanced driver assistance and…
Key Points Palantir’s growing influence in the AI software market suggests that it has the potential to become the Nvidia of this sector. The company’s customer base is growing rapidly, and that’s not surprising because it is considered to be the leading AI software platform by third parties. There are concerns about Palantir’s valuation, but…
Key Points While chip designers like Nvidia tend to grab the most investor attention, they are not the only important players in the semiconductor space. Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) play very different but equally important roles in the semiconductor value chain. With demand for chips booming due to the artificial…
At Holdings Channel, we have reviewed the latest batch of the 23 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Apple Inc (Symbol: AAPL) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer…