News und Analysen

Few data releases on Wall Street hold more bearing than the quarterly filing of Form 13Fs with the Securities and Exchange Commission. A 13F provides investors with a concise snapshot of the stocks

Shares of Netflix (NASDAQ: NFLX) rose 15.3% in February 2026, according to data from S&P Global Market Intelligence. It wasn't a smooth ride to the top, but a bumpy road with 9.1% price drops twice

Cybersecurity specialist CrowdStrike (NASDAQ: CRWD) has had a very strong week, with shares rising about 12% since late February. The gain has been, in part, fueled by a strong fiscal fourth-quarter

During the five-year period leading up to Aug. 11, 2020, shares of Strategy (NASDAQ: MSTR), previously called MicroStrategy, declined 37%. In the roughly five and a half years since, they have

Broadcom (NASDAQ:AVGO), a provider of semiconductor devices and infrastructure software,  closed Thursday at $332.6, up 4.75%. The stock moved higher after premarket earnings and guidance

Micron Technology (NASDAQ: MU) was in absolutely stunning form on the stock market over the past year. Shares of the memory specialist shot up by an incredible 341% over this period, propelled by

The Trade Desk (NASDAQ:TTD), a digital ad-buying platform provider, closed Thursday at $29.79, up 18.36%. The stock rallied after reports of exploratory OpenAI ad-sales talks and a large CEO share

Ophir Asset Management initiated a new position in Magnite (NASDAQ:MGNI) during the fourth quarter, purchasing 2,384,187 shares worth $38.70 million, according to a February 17, 2026, SEC filing.

The U.S. stock market has been quite volatile in 2026. Heightened geopolitical tensions and rapid artificial intelligence (AI) adoption are disrupting industries and business models. These forces

With its shares already down roughly 28% from an all-time high of $134 reached in mid-June, Netflix (NASDAQ: NFLX) has faced significant challenges over the past few months. The situation came to a

Doubling down on stocks that have fallen is a popular strategy, but there is no reason why you can't also add to shares of stocks that have gains in your portfolio. Let's look at two stocks to

Shares of Broadcom (NASDAQ: AVGO) climbed on Thursday, gaining as much as 5.9%. As of 1:16 p.m. ET, the stock was still up 3.5%, despite a general market downtrend.

The catalyst that sent the

Shares of Ciena (NYSE: CIEN) plummeted 18.6% on Thursday as of 1:05 p.m. EDT.

As a leader in optical networking hardware and software platforms, Ciena's share price has skyrocketed with the advent

On February 17, 2026, Portolan Capital Management disclosed a buy of Baidu (NASDAQ:BIDU), adding 259,101 shares in the fourth quarter for an estimated $32.16 million based on quarterly average

Apple's (NASDAQ: AAPL) real 2026 breakout isn't a headset or phone, it's the MacBook Neo. By aggressively targeting the budget segment with a price of $599, Apple is expanding its addressable market

Advanced Micro Devices (NASDAQ: AMD) just pulled back after earnings, but the deeper story may lie in AI infrastructure expansion. I examine the 42% undervaluation model, the MI350 catalyst, and the

Micron Technology (NASDAQ: MU) is riding one of the most intense memory shortages ever recorded, with prices surging and margins hitting historic highs. I break down why tightening HBM supply,

Shares of optics technology companies Lumentum Holdings (NASDAQ: LITE) and Coherent (NYSE: COHR) soared this past Monday. Lumentum rose 12% during the trading session, while Coherent climbed more

Meta Platforms (NASDAQ: META) shocked investors when it announced plans to spend between $115 billion and $135 billion on capital expenditures this year, mostly on its artificial intelligence

When investors think about MercadoLibre (NASDAQ: MELI), the debate usually centers on the next quarter: margins, shipping subsidies, competition in Brazil, and credit growth trends.

But short-term

MercadoLibre (NASDAQ: MELI) reported excellent growth for the fourth quarter of 2025, but its net margin fell by more than four percentage points compared to the same period a year ago. In this

On Feb. 13, 2026, Meros Investment Management, LP disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 396,804 shares of Photronics (NASDAQ:PLAB) in the fourth quarter of

After years of struggle for Intel (NASDAQ: INTC), its 84% stock price surge in 2025 offered shareholders some confidence that a turnaround was taking shape at the chipmaker.

Investors were looking

In what will likely go down as one of the more drama-filled acquisition sagas in recent years, it finally looks as if Paramount Skydance (NASDAQ: PSKY) has emerged as the winner in the battle over