16294

This Stealth AI Play Still Has More Room to Run

The AI rollout continues. Earnings season indicates that many companies are continuing to invest and build in AI projects. While that growth may slow down in a few years, for now, the trend is on. That means investors should look to buy AI-related plays on any reasonable selloff. Finding high-growth companies and buying them after a quick 10-20% pullback is one way to play the AI trend without buying in at the top. One AI-related play is the growth of data centers ...
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16296

Insider Activity Report: Bill Holdings (BILL)

Rene Lacerte, CEO of Bill Holdings (BILL), recently bought 42,248 shares. The buy increased his stake by 2%, and came to a total cost of $2.095 million. He was joined by the company CFO, who bought 21,124 shares, paying just over $1.04 million. A company director also bought 25,000 shares the day after, shelling out $1.34 million. These marks the first insider buys at the company since November 2023. Otherwise, company insiders have generally been regular and steady sellers of shares. Overall, ...
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16298

Unusual Options Activity: Victoria’s Secret (VSCO)

Clothing retailer Victoria’s Secret (VSCO) is up nearly 30% over the past year, but shares started to decline following earnings. One trader sees a further decline in the weeks ahead. That’s based on the October 18 $23 puts. With 45 days until expiration, 5,247 contracts traded compared to a prior open interest of 198, for a 26-fold rise in volume on the trade. The buyer of the puts paid $1.20 to make the bearish bet. Victoria’s Secret shares recently traded for about ...
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16289

As the AI Trend Shifts, Look for High Profits

AI stocks remain hot, although it’s clear that many companies expect sales to start to cool off. The initial wave of AI buying will likely be over by the end of next year. That still offers investors plenty of time to make a little more out of big hardware plays. But it also suggests that investors may fare better investing with software companies. That’s because software tends to be a high-margin product. Even better, many software services generate recurring revenues through monthly ...
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16291

Insider Activity Report: Ziff Davis (ZD)

Teresa Harris, a director at Ziff Davis (ZD), recently bought 1,000 shares. The buy increased her stake by 10%, and came to a total cost of $46,760. This marks the first insider buy since May 2023, when several company insiders, including both the CEO and CFO, picked up shares. There was one insider sale by an EVP earlier in the year, for just under $290,000, but that insider also bought shares at a far lower price in 2023. Overall, Ziff Davis ...
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16293

Unusual Options Activity: Apple (AAPL)

Consumer tech giant Apple (AAPL) is up 21% over the past year, slightly lagging the overall market. One trader sees shares pulling back slightly over the coming weeks. That’s based on the October 4 $210 puts. With 32 days until expiration, 6,261 contracts traded compared to a prior open interest of 175, for a 36-fold rise in volume on the trade. The buyer of the puts paid $1.35 to make the bearish bet. Apple shares recently traded for about $230. Shares would ...
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16285

The Ultimate Slow-and-Steady Stock Will Continue to Trend Higher

Amid a strong showing for tech stocks, the recent market rotation has allowed other sectors to come into their own. That includes companies that continue to grow, even without necessarily investing heavily into the AI space. Overall, companies with slow-and-steady growth should be able to keep on moving higher. And investors who buy into these higher-trending stocks may see better returns than investing in AI-related tech stocks after that space has had its big run. One company moving higher is Berkshire Hathaway ...
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16286

Insider Activity Report: Weyerhaeuser (WY)

Albert Monaco, a director at Weyerhaeuser (WY), recently bought 31,500 shares. The buy increased his stake by 80%, and came to a total cost of $988,376. This marks the only insider buy over the past two years. Insiders have otherwise been sellers of shares, with the company CEO and CFO as the largest sellers, usually following the exercise of stock options. A few company directors have also been steady sellers of shares. Overall, Weyerhaeuser insiders own 0.3% of shares. The timberland owner ...
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