
This Play Could Fare Well as Consumers Keep Spending on Travel
The latest retail spending data indicates a strong slowdown after the holidays. Consumers aren’t entirely tapped out yet. But they do continue to show a propensity to spend more on experiences over goods in the post-pandemic era. That means that travel and vacation spending is likely to remain strong, and earnings from companies in those industries continue to point to a strong trend. With that trend likely to continue, those companies are starting to see some momentum. One such play is Airbnb ...
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Insider Activity Report: Oracle (ORCL)
Charles Moorman, a director at Oracle (ORCL), recently bought 5,000 shares. The buy increased his stake by 7%, and came to a total cost of $947,913. This marks the first insider buy at the company in over two years. Otherwise, company insiders have been regular sellers of shares as the stock has taken off. Nearly all insider sales have come following the exercise of stock options, from company directors and VPs to the company’s CFO, and major holder Larry Ellison. Overall, Read More About This

Unusual Options Activity: Carvana (CVNA)
Used vehicle dealership Carvana (CVNA) is up a massive 450% over the past year. One trader sees shares soaring even higher in the months ahead. That’s based on the May $360 calls. With 85 days until expiration, 17,362 contracts traded compared to a prior open interest of 106, for a massive 164-fold rise in volume on the trade. The buyer of the calls paid $15.50 to make the bullish bet. Carvana shares recently traded at $285, so shares would need to rise ...
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This Communications Play Could Keep Trending Higher on AI Growth
Investors are starting to look beyond the chipmakers when it comes to the AI story. That’s because strong demand for AI chips has made this a place to get big returns. But other parts of the AI story matter as well. That’s why investors are shifting to software plays. But other hardware components are equally valuable as AI tools continue to grow. Especially for hardware that can enable AI communications between humans and machines, as well as between machines. That’s why communications ...
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Insider Activity Report: Helmerich & Payne (HP)
John Lindsay, President and CEO of Helmerich & Payne (HP), recently bought 20,000 shares. The buy increased his stake by 3%, and came to a total cost of $551,000. He was joined by a company director, who bought 37,356 shares for a hefty $1.01 million, increasing his position by a massive 217%. The company CFO bought 3,300 shares last year, starting a new position at a cost of just over $99,000. Otherwise, insiders have previously been sellers. Overall, Helmerich & Payne ...
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Unusual Options Activity: Riot Platforms (RIOT)
Bitcoin mining company Riot Platforms (RIOT) is up 18% year-to-date, beating the overall market and performing strongly as cryptocurrency prices rise. One trader sees shares trending higher in the months ahead. That’s based on the May $22 calls. With 87 days until expiration, 20,174 contracts traded compared to a prior open interest of 736, for a 27-fold rise in volume on the trade. The buyer of the calls paid $0.37 to make the bullish bet. Riot shares recently traded for about $12, ...
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One Potential Winner for AI’s Next Phase
For the past two years, semiconductor companies have been the big focus for AI investors. There are massive orders of chips needed to power today’s AI programs, with more demand down the line. However, stocks of leading chipmakers have already had a substantial move. Investors may fare better looking at other constituents of the AI market. That’s especially true for software companies, given that AI is ultimately a software, and that can provide higher margins for investors than hardware. For instance, software ...
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Insider Activity Report: Advanced Micro Devices (AMD)
Philip Guido, an EVP at Advanced Micro Devices (AMD), recently bought 4,645 shares. The buy increased his stake by 16%, and came to a total cost of $499,616. This buy is the first insider activity of 2025. Insiders were only sellers of shares in 2024 and 2023. That included significant sales from the company CEO, usually following the exercise of stock options. The company CFO also sold over one-third of her position last June. Overall, Advanced Micro Devices insiders own 0.5% ...
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