Stick With Winning Players as the AI Rollout Is Set to Continue Through 2025
While markets have been a bit jittery heading into the holidays, companies are generally bullish on the continued rollout of AI technologies into 2025. Billions continue to be invested in the hardware, software, and infrastructure needs for this trend. Investors may have missed some early gains, but there’s still much more ahead. Especially as new generative AI models and even artificial general intelligence (AGI) comes into play. The infrastructure for those plays is still crucial. That’s where chipmakers like Astera Labs (ALAB) ...
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Insider Activity Report: 3D Systems Corp (DDD)
Jeffrey Graves, President and CEO of 3D Systems Corp (DDD), recently bought 60,000 shares. The buy came to a total cost of $231,000, and increased his position by 6%. This is the first insider buy in 13 months, since a company director picked up 100,000 shares across two transactions in November 2023. Otherwise, there was one insider sale in 2024, from the company CTO, who sold 20% of his position for just under $448,000. Overall, 3D Systems insiders own 2.9% ...
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Unusual Options Activity: Intel (INTC)
Chipmaker Intel (INTC) has struggled this year, with shares dropping over 61% as the company has failed to turn around its business. One trader sees shares falling further over the next two years. That’s based on the January 15, 2027 $8 puts. With 750 days until expiration, 6,276 contracts traded compared to a prior open interest of 292, for a 36-fold rise in volume on the trade. The buyer of the puts paid $0.49 to make the bearish bet. Intel shares recently ...
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A Short-Term Miss Could be a Long-Term Win for this In-Demand Product
Markets can be fickle. When a high-growth company doesn’t exceed lofty expectations, investors can be quickly disappointed. And when investors are disappointed, a fast-growth stock can get beaten down. That could mean an opportunity for investors who buy shares at a much lower price. As long as the growth story remains intact, profits can be made down the line. And investors who buy during periods of fear and sell during times of greed can fare even better. That could be the case ...
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Insider Activity Report: Dow Inc (DOW)
James Fitterling, Chairman and CEO of Dow Inc. (DOW), recently bought 25,600 shares. The buy increased his stake by 7%, and came to a total cost of $1.07 million. He was joined by two company directors, one picking up 7,339 shares for $299,932, and 6,025 shares for $249,730. Going further back, the last insider activity occurred in November 2023 when another director bought 5,000 shares. There have been zero insider sales over the past two years. Overall, Dow insiders own 0.2% ...
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Unusual Options Activity: Baxter International (BAX)
Medical device manufacturer Baxter International (BAX) is down nearly 25% over the past year, amid ongoing losses and a collapse in growth. One trader sees shares continuing lower into 2025. That’s based on the February 2025 $27.50 puts. With 59 days until expiration, 11,202 contracts traded compared to a prior open interest of 138, for an 81-fold rise in volume on the trade. The buyer of the puts paid $0.76 to make the bearish bet. Baxter shares recently traded for about $29.50, ...
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This Consumer Trend Looks Strong Into 2025
Overall, sticky inflation and a rising unemployment rate suggests that consumers may be getting burned out. Traders are keeping a close eye on consumer trends to avoid a danger from any slowdown in their spending, which makes up a majority of the economy. Consumer spending comes in all shapes and sizes, from cruises and vacations to pricey home goods and automobiles. For lower-income Americans, dining out is a key indicator. The good news? That trend looks strong. Restaurant operator Darden (DRI) Read More About This
Insider Activity Report: HF Sinclair (DINO)
Craig Knocke, a director at HF Sinclair (DINO), recently bought 5,000 shares. The buy increased his stake by 20%, and came to a total cost of $180,746. This buy came just a few days after the company CFO bought 9,000 shares, paying $340,624 for the stake. And last month, the company President and CEO bought 2,500 shares. Going further back, insiders were sellers in the $50-60 range, far above the current price under $40. Overall, Sinclair insiders own 9% of shares. The ...
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