17366

The AI Buildout Bodes Well for Networking Players

AI trades have helped push the market significantly higher since the release of ChatGPT in late 2022. Chipmaker Nvidia (NVDA) has dominated the conversation, but other necessary components for AI hardware and software have been, and will likely remain, winners in 2025. One key hardware component relates to networking. AI programs need multiple pieces of hardware and software to work, and networking is critical for unleashing an AI’s full computational power. That’s why a networking company like Marvell Technologies (MRVL) could ...
Read More About This
|
17367

Insider Activity Report: Nike (NKE)

John Rogers, a director at Nike (NKE), recently bought 2,500 shares. The buy increased his stake by 8%, and came to a total cost of $191,625. This marks the first insider buy since last June, when another director bought 2,941 shares, increasing his position by 15%. Otherwise, there have been a handful of insider sales in the second half of 2024, largely from the company’s Chairman of the Board. Going further back, insiders were also likely to be sellers. Overall, Nike ...
Read More About This
|
17368

Unusual Options Activity: Las Vegas Sands (LVS)

Casino and resort operator Las Vegas Sands (LVS) gained a scant 4% in 2024, with shares mostly dropping 20% into the summer and then recovering. One trader sees shares breaking higher in the coming weeks. That’s based on the February $57.50 calls. With 49 days until expiration, 20,232 contracts traded compared to a prior open interest of 366, for a 55-fold rise in volume on the trade. The buyer of the calls paid $0.65 to make the bullish bet. Las Vegas Sands ...
Read More About This
|
17351

This Could Be the Top Mag 7 Performer of 2025

Markets have been broadening over the past few months, with other companies taking the lead over AI stocks and big-cap tech companies. While the Mag 7 may yet surprise markets with further gains in 2025, it’s time for investors to get selective. While all Mag 7 companies benefit from AI, many are still garnering significant cash flows from other sources. That’s good news for investors, especially given the high profit margins many big-cap tech stocks have today. For instance, Meta Platforms (META) ...
Read More About This
|
17352

Insider Activity Report: Lowe’s Companies (LOW)

Lawrence Simkins, a director at Lowe’s Companies (LOW), recently bought 1,000 shares. The buy came to a total cost of $245,532, and is a new position for the director. This also marks the first buy from company insiders over the past two years. Otherwise, there have been about a dozen insider sales, with a slight majority of them coming following the exercise of stock options. The largest sale came from the company CIO back in October, for about $7.1 million. Overall, Read More About This
|
17354

Insider Activity Report: Boeing (BA)

Airplane manufacturer Boeing (BA) lost 32% in 2024, following a struggling attempt to turn around. One trader sees a continued downtrend in the coming weeks. That’s based on the January 31 $150 puts. With 29 days until expiration, 4,040 contracts traded compared to a prior open interest of 107, for a 38-fold rise in volume on the trade. The buyer of the puts paid $0.89 to make the bearish bet. Boeing shares recently traded for about $178, meaning the stock would need ...
Read More About This
|
17346

A Defensive Way to Play Today’s Biggest Tech Boom

With the AI boom still underway, investors have plenty of different ways to play the trend. After the big rallies in many chip stocks and big-tech names over the past few years, 2025 may be the year to think more defensively. Markets are showing some signs of exhaustion going into the start of the year. And bond yields are tracking higher at a time when they should be trending lower. One group of stocks can benefit from the rise of AI ...
Read More About This
|
17347

Insider Activity Report: Casey’s General Stores (CASY)

Mike Spanos, a director at Casey’s General Stores (CASY), recently bought 500 shares. The buy increased his stake by 19%, and came to a total cost of $198,380. Spanos was the last insider to buy with a 267 share pickup back in September. Otherwise, there has been four sales over the past year, including the company President & CEO, for over $5 million, and the company COO for over $2 million. All sales occurred following the exercise of stock options. Overall, Read More About This
|