• Stock watch
• Semiconductors

VRT Stock: Why Did Dalio Up his Vertiv Stake by 590%?

Can Vertiv extend its 150% run, or is the tech infrastructure company at the end of its tear?

19 Dec 2024

• Stock watch
• E-commerce
• SaaS

SHOP Stock: What Does Cathie Wood See in Shopify?

With big-name funds like Cathie Wood’s ARK and Baillie Gifford holding large quantities of Shopify, is there still room for SHOP to grow?

18 Dec 2024

• Stock watch
• Artificial intelligence
• SaaS

WDAY Stock: Will Workday Sink or Swim in the S&P 500?

As Workday prepares to enter the S&P 500, competition remains fierce in the software sector, which is showing signs of saturation.

16 Dec 2024

• Stock watch
• Artificial intelligence
• Semiconductors
• Biotechnology

Big Biotech Bet: Unpacking Ken Griffin’s Q3 Moves

Ken Griffin, CEO of Citadel, sold most of his Palantir stake in Q3, while almost tripling his position in Nvidia. What’s behind these moves?

09 Dec 2024

• Stock watch
• Electric vehicles
• Autonomous vehicles
• Clean energy

ACHR Stock: Archer Aims for the Sky

Though still pre-revenue, Archer Aviation [ACHR] could be ready for takeoff after reaching a 52-week high.

05 Dec 2024

• Stock watch
• E-commerce

SE Stock: Buoyed by Shopee Profit, Sea is up 200%

Shares in southeast Asia’s top e-commerce company Sea have surged over 200% this year as its online shopping platform Shopee turned profitable in Q3.

03 Dec 2024

• Stock watch
• China tech
• Biotechnology
• Fintech

Bullish China Shopping: What Stocks Did Michael Burry Buy in Q3?

Here’s a breakdown of the stocks that Michael Burry bought and sold in Q3 2024.

02 Dec 2024

• Stock watch
• SaaS
• Cyber security

CRWD Stock: Is CrowdStrike Out of the Doghouse?

The CRWD share price has bounced back since its July outage, but has the company’s reputation recovered?

26 Nov 2024

• Stock watch
• Artificial intelligence
• Semiconductors

DELL and IBM: Can AI Help Legacy IT Players Evolve?

In the race to AI supremacy, Dell and IBM have had to reinvent themselves in order to stay competitive.

26 Nov 2024

• Stock watch
• Cloud computing
• Artificial intelligence

SNOW Stock: Is Decelerating Revenue Growth a Concern for Snowflake?

Snowflake's share price dropped in August amid concerns over slowing revenue growth. However, the company remains confident, expecting its AI strategy to drive long-term growth and reward investors.

20 Nov 2024

• Stock watch
• Semiconductors

AMD Stock vs. NVDA Stock: Who’s Winning the Chip Race?

As the AI boom continues, can AMD challenge Nvidia for the semiconductors crown?

20 Nov 2024

• Stock watch
• Electric vehicles

NIO Stock and XPEV Stock: New Markets Amid Tariff Fears

With share prices down after Donald Trump’s win, expanding into new markets will likely be a key driver of growth for Nio and XPeng.

19 Nov 2024

• Stock watch
• Biotechnology

MDT Stock: Can Cardiovascular Sales Boost Medtronic’s Growth?

Medtronic’s [MDT] projected revenue might not excite investors, but steady demand for medical devices could be key to this stock’s long-term value.

18 Nov 2024

• Stock watch
• China tech
• E-commerce

BABA Stock vs. JD Stock: Earnings Preview

As e-commerce titans Alibaba and JD.com prepare to report earnings, could positive figures point to a recovery for China’s economy?

12 Nov 2024

• Stock watch
• Artificial intelligence

CSCO Stock: What to Look Out For in Cisco’s Earnings Call on Wednesday

Cisco is shifting away from its legacy networking business to AI. Will ramping up investment in AI products drive long-term growth?

11 Nov 2024

• Stock watch
• Lithium & battery tech

ENVX Stock: Analysts Forecast 994% Gains

Enovix stock was up and down around its earnings in October, as positivity was tempered by a surprise capital raise.

06 Nov 2024