17512

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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17513

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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17514

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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17509

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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17510

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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17511

Unusual Options Activity: Teradata Corporation (TDC)

Cloud services and analytics company Teradata Corporation (TDC) is down 35% in the past year, with shares taking a dive after earnings last week. One trader sees a rebound in the months ahead. That’s based on the April $30 calls. With 59 days until expiration, 3,748 contracts traded compared to a prior open interest of 115, for a 33-fold rise in volume on the trade. The buyer of the calls paid $0.30 to make the bullish bet. Teradata shares recently traded for ...
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17506

This Hated Stock Rallies In Another Sign of the Rotation into Healthcare

Markets tend to rotate over time. It’s a way to give a leading sector a break, while continuing an overall market trend. Recently, tech stocks have slowed significantly. But other sectors have taken over the lead. One potential winning sector in the months ahead is healthcare. A laggard last year, the space is starting to show some investor interest and signs of life. Investing in the sector trending higher makes for a simple momentum trade. Right now, healthcare-related companies appear to be ...
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17507

Insider Activity Report: Occidental Petroleum (OXY)

Berkshire Hathaway (BRK-B), a major holder of Occidental Petroleum (OXY), has continued to add to its stake with a 763,017 share buy. The most recent buy increased Berkshire’s position by less than 1%, and came to a total cost of $35,724,074. This is Berkshire’s first buy of the year, but the holding company last bought Occidental back in December, paying just over $409 million for almost 8.9 million shares. Berkshire has been the only insider to buy over the past two ...
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