News

An AI trade involving energy and infrastructure that's doubled your money, topping Nvidia

NVDA, NVDAN, NVDACL, NVD, NVDD, AI, 1NVDA, 4NVDA, 0R1I, 918422, NVDAUS

If you put the same money into a basket of companies that are building out AI infrastructure and energy sources, you’ve done much better than stocks like Nvidia.

Notable Thursday Option Activity: MRNA, WDAY, LITE

MRNA, WDAY, LITE

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Moderna Inc (Symbol: MRNA), where a total volume of 50,006 contracts has been traded thus far today, a contract volume which is representative of approximately 5.

AI spending expected to top $1 trillion in 2 years. That estimate's way too low if Jensen Huang's right 

"The capex is at a trillion dollars, and it's growing toward the three to four [trillion-dollar mark]," said Nvidia CEO Jensen Huang.

Welltower Stock Gains 16.9% Year to Date: Will It Continue to Rise?

LAMR, WPC, WELL

WELL gains 16.9% YTD as seniors housing demand, major acquisitions and strong liquidity support growth across key markets.

3 Medical Instrument Stocks Exploring GenAI to Tackle Industry Woes

ISRG, ELMD, GMED

GenAI is reshaping medical instruments as Electromed, Globus Medical and Intuitive Surgical navigate M&A and market pressures.

Is Planet Labs Moving Closer to Sustainable Profitability?

PL, RKLB, BKSY

PL nears profitability with strong 2026 guidance, leaning on efficiency, tighter costs and higher-margin analytics and software integration.

El Niño Fears Push Coffee Prices Higher

July arabica coffee (KCN26 ) today is up +4.85 (+1.81%), and July ICE robusta coffee (RMN26 ) is up +64 (+1.92%). Coffee prices are moving higher today as concerns that an El Niño weather pattern could hurt Brazil's coffee crop next year sparked short covering in coffee futures. Coffee trade...

Intuit's Q3 Earnings Beat on Consumer Growth & Higher Guidance

INTU, PYPL, XYZ

INTU tops Q3 estimates as TurboTax, Credit Karma and QuickBooks Online fuel growth, prompting higher fiscal 2026 guidance.

Here's Why You Should Retain ADP Stock in Your Portfolio Now

ADP, CSCO, DELL

Automatic Data Processing gains from cloud-based HCM growth, strategic acquisitions & shareholder returns, while rising competition and labor costs pose risks.

Cost of living measures 'missed opportunity', says Welsh first minister

Rhun ap Iorwerth says "deeper" action on energy prices would be better than the chancellor's moves.