Key Points Verizon posted big gains in February as analysts significantly raised their price targets on the stock. The company's strong quarterly report at the end of January helped power the gains. Verizon has managed to keep gaining in March despite volatility for the broader market. 10 stocks we like better than Verizon Communications › Verizon (NYSE: VZ) stock continued to rally in February fo...
Key Points Verizon posted big gains in February as analysts significantly raised their price targets on the stock. The company's strong quarterly report at the end of January helped power the gains. Verizon has managed to keep gaining in March despite volatility for the broader market. 10 stocks we like better than Verizon Communications › Verizon (NYSE: VZ) stock continued to rally in February following the company's strong fourth-quarter results at the end of January. The telecommunications' share price surged 20.4% higher in the month, and the performance looks even stronger amid a 0.9% decline for the S&P 500 and a 3.4% decline for the Nasdaq Composite in the month. Blowout quarters are a rare thing in Verizon's corner of the telecommunications industry, but the company delivered at the end of January -- and it's translated into a sustained rally for the stock. The stock is now up roughly 25.5% across 2026's trading. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Analysts became much more bullish on Verizon last month Following its strong fourth-quarter report, Verizon received a large number of stock rating raises and price-target increases in February. Firms including JPMorgan Chase, RBC Capital, Scotiabank, UBS, Wells Fargo, TD Cowen, and Morgan Stanley all increased their price target forecasts for the telecommunications company's share price near the beginning of February. The last major piece of bullish analyst coverage for the stock last month arrived on Feb. 19, with Daiwa raising its rating on the company from outperform to buy. The investment firm also increased its one-year price target on the stock from $48 per share to $58 per share. Daiwa's analysts singled out Verizon's addition of 616,000 net postpaid subscribers in the quarter as a fantastic performance achievement. The team ...
Mohamad Faizal Bin Ramli/iStock via Getty Images Closed-end funds and long-term capital gains Closed-end funds are one of my favorite tools for taxable brokerages trying to maximize income. I've stated my case in previous articles: if you choose a fund with minimal to no leverage and a diversified, mostly equity strategy, it's akin to owning a large-cap equity portfolio and having an advisor sell ...
Mohamad Faizal Bin Ramli/iStock via Getty Images Closed-end funds and long-term capital gains Closed-end funds are one of my favorite tools for taxable brokerages trying to maximize income. I've stated my case in previous articles: if you choose a fund with minimal to no leverage and a diversified, mostly equity strategy, it's akin to owning a large-cap equity portfolio and having an advisor sell a percentage of your gains each year and give them to you as a paycheck. The fees are higher than index funds, but management usually consists of CFAs that consider tax efficiency first and foremost. As simple as they are, sometimes more sophisticated investors would like to operate their own capital gains replicator with guardrails. My favorite strategy to do so is to use the Dow 30 ( DIA ) index. While many accuse this index of being ancient and ridiculous in its construction, I disagree. The index is price-weighted rather than market-cap-weighted. You can replicate something like The State Street SPDR Dow Jones Indust Avg ETF Trust simply by buying an equal amount of each constituent by shares, not by dollar weight. I will demonstrate this ease of replication in a bit. Owning all 30 equally by shares gives a couple of distinct advantages over owning the index fund. A million dollars in a fund is a wrapper of stocks. You can't put your hand into the cookie jar and sell gain shares or loss shares; you sell all the shares at once. Thus, in this case, some tax timing is not available in the Dow via fund form vs. replication form. I like to use the Dow 30 as my go-to 'self index' Again, as stated, the main reason I like to use the Dow 30 for a sleeve of my taxable brokerage is because it's so easy to replicate. The current holdings are as follows. Stocks in the index : Boeing ( BA ) Chevron ( CVX ) Citigroup ( C ) Caterpillar ( C AT) Microsoft ( MSFT ) Walt Disney ( DIS ) Cisco ( C SCO) Goldman Sachs ( GS ) JPMorgan ( JPM ) Coca-Cola ( KO ) McDonald’s (M C D) Merck & Co. ( MR...
Key Points Amazon is seeing strong operating leverage in its e-commerce business and accelerating revenue growth at AWS. MercadoLibre is one of the most under-the-radar growth stories in retail. Chewy offers a great combination of solid sales and operating leverage in a defensive industry at a cheap price. 10 stocks we like better than Amazon › While technology gets all the headlines, the retail s...
Key Points Amazon is seeing strong operating leverage in its e-commerce business and accelerating revenue growth at AWS. MercadoLibre is one of the most under-the-radar growth stories in retail. Chewy offers a great combination of solid sales and operating leverage in a defensive industry at a cheap price. 10 stocks we like better than Amazon › While technology gets all the headlines, the retail space can still be a good place to find attractive stocks. Although not always as exciting as the tech sector, there are companies in the space with solid long-term growth potential. Let's look at three retail stocks to buy this month. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Amazon Amazon (NASDAQ: AMZN) is a great combination of an e-commerce retailer and a tech company through its Amazon Web Services (AWS) cloud computing unit. The company is the largest e-commerce operator in the world, and it has built a wide moat through its far-reaching logistics network. The company's e-commerce operations continue to see solid growth, but the most intriguing part of the Amazon story is the operating leverage it is seeing in this business. After years of building out its logistics and fulfillment network, the company is now using artificial intelligence (AI) and robotics to make it more efficient. Amazon is actually the largest operator and manufacturer of robots in the world and now deploys more than 1 million in its warehouses, all coordinated by its DeepFleet AI model. This operating leverage could be seen in the fourth quarter, when its North American operating income climbed 24% on a 10% increase in sales. At the same time, Amazon is seeing strong growth from AWS. AWS revenue accelerated to 24% growth last quarter, and that strong growth should continue as it ramps up its capital expenditures (capex) ...
Icon Advisers Inc. Co. bought a new position in Intel Corporation (NASDAQ:INTC - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 38,108 shares of the chip maker's stock, valued at approximately $1,279,000. Other hedge funds and other institutional investors have also recently added to or reduced their stakes ...
Icon Advisers Inc. Co. bought a new position in Intel Corporation (NASDAQ:INTC - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 38,108 shares of the chip maker's stock, valued at approximately $1,279,000. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sivia Capital Partners LLC boosted its stake in shares of Intel by 271.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 34,201 shares of the chip maker's stock valued at $766,000 after buying an additional 25,001 shares during the last quarter. United Bank bought a new stake in shares of Intel in the second quarter worth $205,000. Assetmark Inc. raised its holdings in Intel by 208.8% in the second quarter. Assetmark Inc. now owns 27,347 shares of the chip maker's stock valued at $613,000 after acquiring an additional 18,492 shares in the last quarter. Atlantic Union Bankshares Corp raised its holdings in Intel by 125.6% in the second quarter. Atlantic Union Bankshares Corp now owns 49,273 shares of the chip maker's stock valued at $1,104,000 after acquiring an additional 27,431 shares in the last quarter. Finally, Resona Asset Management Co. Ltd. boosted its stake in Intel by 5.7% during the 2nd quarter. Resona Asset Management Co. Ltd. now owns 1,571,922 shares of the chip maker's stock valued at $35,280,000 after acquiring an additional 85,389 shares during the last quarter. Institutional investors and hedge funds own 64.53% of the company's stock. Get Intel alerts: Sign Up More Intel News Here are the key news stories impacting Intel this week: Intel Stock Performance Shares of NASDAQ INTC opened at $43.42 on Friday. Intel Corporation has a 12-month low of $17.67 and a 12-month high of $54.60. The company has a market cap of $216.88 billion, a PE ratio of -542.68, a P/E/G ratio of 17.03 and a beta of 1.37. The stock has a 50 day simple movin...
Ramirez Asset Management Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 13.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 22,769 shares of the semiconductor manufacturer's stock after selling 3,653 shares during the quarter. Broadcom accounts for about 1.0% of Ramirez Asset Management Inc.'s ...
Ramirez Asset Management Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 13.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 22,769 shares of the semiconductor manufacturer's stock after selling 3,653 shares during the quarter. Broadcom accounts for about 1.0% of Ramirez Asset Management Inc.'s investment portfolio, making the stock its 23rd largest holding. Ramirez Asset Management Inc.'s holdings in Broadcom were worth $7,512,000 as of its most recent SEC filing. Several other institutional investors and hedge funds also recently bought and sold shares of the business. Norges Bank purchased a new stake in shares of Broadcom in the second quarter worth approximately $18,579,549,000. Vanguard Group Inc. grew its position in Broadcom by 1.3% during the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after purchasing an additional 6,222,802 shares in the last quarter. Edgewood Management LLC acquired a new position in Broadcom in the 2nd quarter valued at approximately $1,571,438,000. Massachusetts Financial Services Co. MA increased its stake in Broadcom by 115.5% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer's stock valued at $1,658,680,000 after buying an additional 3,224,739 shares during the period. Finally, Invesco Ltd. lifted its position in Broadcom by 8.4% in the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock worth $10,598,641,000 after buying an additional 2,978,768 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Broadcom Stock Down 0.5% AVGO opened at $331.03 on Friday. The firm has a market cap of $1.57 trillion, a P/E ratio of 64.65, a price-to-earnings-growth r...
In addition to the 3mdeb firmware consulting firm porting Coreboot with AMD openSIL to an EPYC 9005 "Turin" Gigabyte motherboard , their developers have also been working on a similar Coreboot + openSIL port to an AM5 Ryzen consumer motherboard.3mdeb is porting openSIL and Coreboot to the MSI PRO B850-P motherboard . It's still a work-in-progress but should be released this year. I've already boug...
In addition to the 3mdeb firmware consulting firm porting Coreboot with AMD openSIL to an EPYC 9005 "Turin" Gigabyte motherboard , their developers have also been working on a similar Coreboot + openSIL port to an AM5 Ryzen consumer motherboard.3mdeb is porting openSIL and Coreboot to the MSI PRO B850-P motherboard . It's still a work-in-progress but should be released this year. I've already bought one of these motherboards in anticipation and will have more details soon. On Friday they shared a status update that they have re-based their downstream Dasharo code from Coreboot 24.12 to Coreboot 25.12 and have been tackling port configuration in Coreboot.They continue to plan for upstreaming all of their changes for this MSI AM5 motherboard port to upstream Coreboot once it has reached a mature and stable enough state. AMD's Phoenix openSIL code as a reminder is considered proof-of-concept and not intended for production use. It's with next-gen AMD Zen 6 platforms when openSIL will hopefully be ready to shine at scale.Those wanting to learn more about this MSI PRO B850-P Coreboot/Dasharo porting can do so via the 3mdeb blog
Terry Smith, founder and chief executive of British investment management company Fundsmith, is often compared to Warren Buffett because he's a fan of simple investment rules for success. The Oracle of Omaha also liked to keep things as simple as possible throughout his tenure as CEO of Berkshire Hathaway. He said Berkshire's strategy is to buy wonderful businesses at a fair price. Smith's three-s...
Terry Smith, founder and chief executive of British investment management company Fundsmith, is often compared to Warren Buffett because he's a fan of simple investment rules for success. The Oracle of Omaha also liked to keep things as simple as possible throughout his tenure as CEO of Berkshire Hathaway. He said Berkshire's strategy is to buy wonderful businesses at a fair price. Smith's three-step strategy is pretty similar: Buy good companies. Don't overpay. Do nothing. Like Buffett, Smith is also a fan of sharing market insights and wisdom in his shareholder letters, and his most recent letter comes with a stark warning. It's a warning that might go against one of Buffett's most popular recommendations, and suggests one trend is pushing the market toward "a major investment disaster." Here's what investors need to know. A big change in how we invest Over the last 20 years or so, we've seen a huge rise in assets held by passive index funds. Low-cost index funds are seen as the simplest way to get started investing and ensure your fair share of the stock market's returns. Smith points out that assets held in passive funds overtook assets held in actively managed funds in 2023 and have continued to take share since. That trend has taken hold over time as passive funds have lower management costs; they're offered in defined contribution plans like 401(k)s, which have replaced defined benefit plans (i.e., pensions); and retail investors have wisened up to the fact that active funds typically underperform after fees. Warren Buffett himself has championed index funds for years. There are some notable impacts on the stock market as a result of this trend. First is an increase in market concentration. As capital moves from active portfolios to passive index funds, it can have a multiplying impact on some of the largest companies in an index like the S&P 500 or Nasdaq Composite. That's because active investors may be forced to cover shorts (against the always-long passiv...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . SlavkoSereda/iStock via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street ended the week lower as conf...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . SlavkoSereda/iStock via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street ended the week lower as conflict in the Middle East erupted after Iranian Supreme Leader Ayatollah Ali Khamenei was killed, triggering war escalations between the U.S. and Israel vs. Iran and uncertainty within oil supply chains. Oil prices ( CL1:COM ) rose more than 36% this week, while oil and gas producers, refiners, and energy infrastructure companies also surged . WTI Crude ( CL1:COM ) reached a high of $92.61 per barrel, while Brent ( CO1:COM ) jumped to exceed $94.55. Disruption to traffic in the Strait of Hormuz is expected to last, heightening volatility across commodities, as U.S. President Donald Trump stated that the U.S. has sufficient weapons and munitions to achieve its military objectives in Iran. Moreover, U.S. Treasury yields rose significantly as the ISM Manufacturing Prices gauge jumped more than expected in February, raising inflation concerns. The U.S. 10-Year bond yield ( US10Y ) is up 4.6% this week, while the U.S. 2-Year bond yield ( US2Y ) is up 5%, and the U.S. 30-Year yield ( US30Y ) is up 3.2%. On the economic calendar, the February U.S. ISM Manufacturing PMI held higher than expected at 52.4, and U.S. private sector employment grew by 63K jobs in February, topping the +43K consensus and accelerating from the 11K added in January. In addition, U.S.-based employers announced 55% fewer job cuts in February, and U.S. nonfarm payrolls dropped by 92,000 in February, vs. the 60,000 consensus. For the week, the S&P ( SP500 ) lost -2.0% , while the tech-heavy Nasdaq Composite ( COMP:IND ) dipped -1.2% , and the blue-chip Dow ( DJI ) fell -3.0% . Read a preview of next week's major...
Ramirez Asset Management Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 30.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,310 shares of the information services provider's stock after selling 4,030 shares during the quarter. Ramirez Asset Management Inc.'s holdings in Alph...
Ramirez Asset Management Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 30.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,310 shares of the information services provider's stock after selling 4,030 shares during the quarter. Ramirez Asset Management Inc.'s holdings in Alphabet were worth $2,267,000 as of its most recent filing with the Securities & Exchange Commission. Several other hedge funds also recently made changes to their positions in the company. University of Illinois Foundation purchased a new stake in Alphabet during the 2nd quarter valued at $31,000. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet in the third quarter valued at about $32,000. Horrell Capital Management Inc. increased its position in shares of Alphabet by 100.0% in the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after acquiring an additional 100 shares during the period. Tripletail Wealth Management LLC bought a new position in shares of Alphabet during the third quarter valued at about $40,000. Finally, Decker Retirement Planning Inc. boosted its holdings in shares of Alphabet by 60.9% during the second quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock worth $45,000 after purchasing an additional 95 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Alphabet News Summary Here are the key news stories impacting Alphabet this week: Analysts Set New Price Targets GOOG has been the topic of several recent analyst reports. Canaccord Genuity Group raised their target price on Alphabet from $330.00 to $390.00 and gave the stock a "buy" rating in a research note on Wednesday, January 7th. DZ Bank raised Alphabet to a "s...
Icon Advisers Inc. Co. decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,700 shares of the semiconductor company's stock after selling 3,300 shares during the period. Taiwan Semiconduct...
Icon Advisers Inc. Co. decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,700 shares of the semiconductor company's stock after selling 3,300 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.3% of Icon Advisers Inc. Co.'s portfolio, making the stock its 15th largest position. Icon Advisers Inc. Co.'s holdings in Taiwan Semiconductor Manufacturing were worth $5,781,000 at the end of the most recent quarter. A number of other large investors have also recently made changes to their positions in TSM. Trustmark Bank Trust Department grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.1% during the third quarter. Trustmark Bank Trust Department now owns 25,326 shares of the semiconductor company's stock valued at $7,073,000 after buying an additional 765 shares during the last quarter. Marietta Investment Partners LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 60.0% in the 3rd quarter. Marietta Investment Partners LLC now owns 8,828 shares of the semiconductor company's stock worth $2,466,000 after acquiring an additional 3,312 shares during the last quarter. Foresight Global Investors Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth about $606,000. Aptus Capital Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. Aptus Capital Advisors LLC now owns 40,573 shares of the semiconductor company's stock valued at $11,332,000 after acquiring an additional 635 shares in the last quarter. Finally, Brooklyn FI LLC lifted its position in Taiwan Semiconductor Manufacturing by 41.0% in the 3rd quarter. Brooklyn FI LLC now owns 1,977 shares of the semiconductor company's stock valued at $552,000 after a...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis FEMSA ( FMX ) trades at a very attractive EV-to-EBITDA multiple relative to its peers (8.7X TTM EV/EBITDA vs. Couche-Tard's 12.52X and Walmart de Mexico's 10.85X), providing for upside from OXXO's tremendous position and strengths in LatAm, where they have 26,000+ stores and are continuing to build their already fas...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis FEMSA ( FMX ) trades at a very attractive EV-to-EBITDA multiple relative to its peers (8.7X TTM EV/EBITDA vs. Couche-Tard's 12.52X and Walmart de Mexico's 10.85X), providing for upside from OXXO's tremendous position and strengths in LatAm, where they have 26,000+ stores and are continuing to build their already fast-growing digital ecosystem (i.e., Spin fintech has 10.5 million users and is growing at 22% year-over-year; Premia has 28.1 million users, up 14% YoY; and tender is up 49.3%). A significant portion of FEMSA's cash flow will continue to support dividend growth (an ordinary increase of 3.7% has been proposed for 2026, as well as extraordinary payouts), stock buybacks, debt repayment, and future expansion (approximately 1,000 OXXO locations in Brazil, and same-store sales growth in the mid-single digits) by 2026. Ultimately, my buy recommendation is driven by the long-term and resilient secular trends occurring throughout Latam. Competitive Scene The main edges that FEMSA has to exploit its position to lead in a fragmented and very competitive convenience retail sector are the scale that they operate at and their supply chain capabilities. The main and closest publicly traded competitor is Alimentation Couche-Tard Inc. ( ATD:CA ) as they are also focused on the convenience store market and therefore are direct competitors, but also because they operate at a very large global scale in convenience formats. Unlike other peers such as Wal-Mart De Mexico ( WMMVY ), Organización Soriana ( ONZBF ), or Grupo Comercial Chedraui ( GCHEF ) which operate large-format supermarkets with broader assortments. FEMSA dominates with unmatched scale through its network of 25,587 OXXO stores across the Americas. While FEMSA enjoys its high-volume, fast-moving essential products and services (e.g., bill payment services, fintech with Spin by OXXO, customer loyalty programs), which are essential to...
Esteban Alejandro/iStock via Getty Images Headwater Exploration ( CDDRF ) is a company that is challenging the traditional heavy oil business model with a new low-cost way of doing business. So far so good, as the profits continue to roll in even as much of the industry worries about weak prices. The Iran situation has interrupted what was expected to be an especially challenging year. But that ha...
Esteban Alejandro/iStock via Getty Images Headwater Exploration ( CDDRF ) is a company that is challenging the traditional heavy oil business model with a new low-cost way of doing business. So far so good, as the profits continue to roll in even as much of the industry worries about weak prices. The Iran situation has interrupted what was expected to be an especially challenging year. But that has only slowed the profit train slowly, as solid growth plans keep mitigating the effects of weak prices. Any price increases due to the Iran crisis are likely to head straight to the bottom line because the costs are largely already paid for. That could provide for an unexpected quarter (at least) to start off the fiscal year. Payout Paradise Very seldom in this industry do I get the privilege of reporting multiple payouts. Headwater Exploration Original Core Area Profitability (Headwater Exploration Corporate Presentation March 2026) This company has long been a debt-free idea that manages to report a payout period every year in its original core area. The reason it does not happen right away is that more than just wells need to be established for production to get to market. So, there are more initial costs to recover. However, there are very few companies that receive more than one payout in any field (no matter how it's calculated). The big difference between this company and many unconventional projects is the ability to begin a relatively cheap (per unit) waterflood program early in the life of the field. That secondary recovery often slows the decline in production to a level that most unconventional competitors only dream about. The usual steep decline in production flattens out tremendously. This lowers the need for more wells to maintain production. The cash generated can be used elsewhere. Exploration Success Meanwhile, this article will extend what was covered in the last article . The company continues to have roughly 100% success in finding new areas to develo...
Key Points The Magnificent Seven stocks have played a key role in S&P 500 gains over the past few years. A pullback in tech stocks has led to a decline in their valuations. 10 stocks we like better than Nvidia › Seven tech companies roared into the spotlight over the past three years, wowing investors with their earnings and stock performance. In fact, these stocks, referred to as the Magnificent ...
Key Points The Magnificent Seven stocks have played a key role in S&P 500 gains over the past few years. A pullback in tech stocks has led to a decline in their valuations. 10 stocks we like better than Nvidia › Seven tech companies roared into the spotlight over the past three years, wowing investors with their earnings and stock performance. In fact, these stocks, referred to as the Magnificent Seven, played a major role in the S&P 500's gain over that time period. They helped power the famous benchmark to a 78% increase from 2023 through 2025. These companies each have well-established tech-related businesses, have delivered growth over time, and are leaders in their markets. But they also have something else that investors were looking for: involvement in the high-potential field of artificial intelligence (AI). AI may revamp the way the world operates, increasing efficiency and innovation, and this could generate spectacular growth for companies developing or using the technology. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, you may expect these stocks to come with a hefty price tag. But, in recent times, a pullback in tech stocks has lowered valuations, and many quality stocks are trading at bargain levels. In fact, you may be surprised to learn which AI stock is the second cheapest of the Magnificent Seven... Advancing in AI First, let's start by taking a look at the names in this group. They are: Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia (NASDAQ: NVDA), and Tesla, leaders in areas from cloud computing to social media and electric vehicles. And each of these companies has advanced in the area of AI over the past few years. As mentioned, recent declines in tech stocks pulled valuations down, leaving one of these stocks at a particularly low level -- its lowest in near...
Gamco Investors INC. ET AL lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 188,128 shares of the information services provider's stock after selling 8,554 shares during the quarter. Gamco Investors INC. ET AL's holdings in Alph...
Gamco Investors INC. ET AL lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 188,128 shares of the information services provider's stock after selling 8,554 shares during the quarter. Gamco Investors INC. ET AL's holdings in Alphabet were worth $45,819,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Other hedge funds have also recently made changes to their positions in the company. University of Illinois Foundation purchased a new stake in Alphabet in the second quarter worth approximately $31,000. Manning & Napier Advisors LLC purchased a new stake in Alphabet during the 3rd quarter valued at $32,000. Horrell Capital Management Inc. raised its stake in Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after buying an additional 100 shares during the last quarter. Tripletail Wealth Management LLC bought a new position in shares of Alphabet during the 3rd quarter valued at $40,000. Finally, Decker Retirement Planning Inc. lifted its holdings in shares of Alphabet by 60.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock valued at $45,000 after buying an additional 95 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors. Wall Street Analysts Forecast Growth Several analysts recently commented on GOOG shares. Loop Capital raised Alphabet from a "hold" rating to a "strong-buy" rating in a report on Tuesday, November 18th. JPMorgan Chase & Co. upped their price objective on Alphabet from $385.00 to $395.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Canaccord Genuity Group raised their target price on Alphabet...
Longfellow Investment Management Co. LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 89.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,953 shares of the information services provider's stock after purchasing an additional 10,812 shares during the quarter. Alphabet comprises about 1.3%...
Longfellow Investment Management Co. LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 89.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,953 shares of the information services provider's stock after purchasing an additional 10,812 shares during the quarter. Alphabet comprises about 1.3% of Longfellow Investment Management Co. LLC's investment portfolio, making the stock its 14th biggest position. Longfellow Investment Management Co. LLC's holdings in Alphabet were worth $5,590,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors have also made changes to their positions in GOOG. Manning & Napier Advisors LLC purchased a new position in Alphabet during the third quarter worth about $32,000. Tripletail Wealth Management LLC purchased a new stake in Alphabet in the 3rd quarter valued at about $40,000. University of Illinois Foundation purchased a new stake in Alphabet in the 2nd quarter valued at about $31,000. Retirement Wealth Solutions LLC increased its stake in shares of Alphabet by 145.0% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock valued at $48,000 after acquiring an additional 116 shares during the last quarter. Finally, Horrell Capital Management Inc. increased its stake in shares of Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after acquiring an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Buying and Selling In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the company's stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $321.21,...
Palo Alto Wealth Advisors LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 401,695 shares of the information services provider's stock after selling 30,404 shares during the quarter. Palo Alto Wealth Advisors LLC's holdings in Alph...
Palo Alto Wealth Advisors LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 401,695 shares of the information services provider's stock after selling 30,404 shares during the quarter. Palo Alto Wealth Advisors LLC's holdings in Alphabet were worth $98,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds also recently made changes to their positions in GOOG. Manning & Napier Advisors LLC acquired a new position in shares of Alphabet during the 3rd quarter valued at about $32,000. Tripletail Wealth Management LLC acquired a new stake in Alphabet in the 3rd quarter worth approximately $40,000. University of Illinois Foundation acquired a new stake in Alphabet in the 2nd quarter worth approximately $31,000. Retirement Wealth Solutions LLC boosted its position in Alphabet by 145.0% during the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock worth $48,000 after purchasing an additional 116 shares during the period. Finally, Horrell Capital Management Inc. boosted its position in Alphabet by 100.0% during the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock worth $35,000 after purchasing an additional 100 shares during the period. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Transactions at Alphabet In related news, insider John Kent Walker sold 47,574 shares of the company's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the transaction, the insider directly owned 13,227 shares in the company, valued at approximately $3,987,279.15. This represents a 78....