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…
General Motors Company GM plans to restore North American margins to the 8-10% range, even as the industry navigates shifting economic and regulatory pressures. During its third-quarterearnings call the company reaffirmed that this target is aspirational but achievable with the right strategic adjustments and time to recalibrate operations. A key area of focus is reducing…
Key Points Berkshire Hathaway’s soon-to-be-retiring CEO has crushed Wall Street’s stock indexes over the last six decades. The largest investment holding the Oracle of Omaha oversees sports a market-leading share repurchase program. Members of the “Magnificent Seven” have become staples of Buffett’s investment portfolio — and they’re also leading the charge of the AI revolution….
Key Points Meta Platforms generates high cash flow and can afford to take risks on AI spending. ASML’s lithography machines are essential for manufacturing advanced AI chips. Eli Lilly isn’t cheap, but its drug portfolio is best in class. 10 stocks we like better than Meta Platforms › Netflix (NASDAQ: NFLX) popped in early November…