AI Demand Continues to Benefit Software Plays
The AI story continues. While many big-cap names are at all-time highs, other and smaller players are starting to show better signs of strength. Investors can likely see better returns going into 2025 with smaller-cap AI stocks. That’s especially true with software stocks. That’s because software companies tend to offer high profit margins. Once a piece of software is developed, the marginal cost of developing an additional copy is essentially zero. Software companies seeing strong demand from AI software can continue to ...
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Insider Activity Report: Allegion (ALLE)
John Stone, President and CEO of
Allegion (ALLE), recently bought 7,500 shares. The buy increased his stake by 7%, and came to a total cost of $1,055,246. Stone was the most recent buyer with a 5,000 share pickup in July, totaling just under $675,000. Otherwise, three SVPs were sellers of shares over the past few months, following the exercise of stock options. Over the past two years, insiders have mostly been sellers of shares. Overall, Allegion insiders own 0.2% of shares. The manufacturer ...
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Allegion (ALLE), recently bought 7,500 shares. The buy increased his stake by 7%, and came to a total cost of $1,055,246. Stone was the most recent buyer with a 5,000 share pickup in July, totaling just under $675,000. Otherwise, three SVPs were sellers of shares over the past few months, following the exercise of stock options. Over the past two years, insiders have mostly been sellers of shares. Overall, Allegion insiders own 0.2% of shares. The manufacturer ...
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Unusual Options Activity: SentinelOne (S)
Cybersecurity firm
SentinelOne (S) is up 10% over the past year, and shares just dropped over 10% last week due to underwhelming guidance. One trader sees shares bouncing higher over the next few months. That’s based on the March 21, 2025 $31 calls. With 102 days until expiration, 6,265 contracts traded compared to a prior open interest of 172, for a 36-fold rise in volume on the trade. The buyer of the calls paid $1.00 to make the bullish bet. SentinelOne shares recently ...
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SentinelOne (S) is up 10% over the past year, and shares just dropped over 10% last week due to underwhelming guidance. One trader sees shares bouncing higher over the next few months. That’s based on the March 21, 2025 $31 calls. With 102 days until expiration, 6,265 contracts traded compared to a prior open interest of 172, for a 36-fold rise in volume on the trade. The buyer of the calls paid $1.00 to make the bullish bet. SentinelOne shares recently ...
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This Hardware Trend Shows the AI Play Isn’t Over Yet
While chip stocks have slowed down in recent months, companies continue to invest billions in AI initiatives. That’s seen with a demand in new power sources, plans to build out data centers, and other hardware necessary to operate today’s AI programs. With focus moving away from the chipmakers, companies that offer other parts of the hardware ecosystem can still see growth in the years ahead. Particularly if they’re making breakthroughs that can further benefit the AI rollout. One such computer hardware play ...
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Insider Activity Report: Dick’s Sporting Goods (DKS)
Larry Fitzgerald, a director at
Dick’s Sporting Goods (DKS), recently bought 230 shares. The buy increased his stake by 2%, and came to a total cost of $49,463. This marks the first insider buy at the company since March, when a major holder bought 40,000 shares at a cost of just over $8.5 million. Otherwise, company insiders have been regular sellers of shares, including both regular sales and following the exercise of stock options. Overall, Dick’s Sporting Goods insiders own 3.7% of ...
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Dick’s Sporting Goods (DKS), recently bought 230 shares. The buy increased his stake by 2%, and came to a total cost of $49,463. This marks the first insider buy at the company since March, when a major holder bought 40,000 shares at a cost of just over $8.5 million. Otherwise, company insiders have been regular sellers of shares, including both regular sales and following the exercise of stock options. Overall, Dick’s Sporting Goods insiders own 3.7% of ...
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Unusual Options Activity: Marvell Technology (MRVL)
Chipmaker
Marvell Technology (MRVL) soared nearly 25% on Wednesday following boosted guidance for its fourth quarter. One trader is betting shares rallied too far, too fast, and will trend lower in the coming months. That’s based on the March 21, 2025 $110 puts. With 105 days until expiration, 4,221 contracts traded compared to a prior open interest of 119, for a 35-fold rise in volume on the trade. The buyer of the puts paid $6.95 to make the bearish bet. Marvell shares Read More About This
Marvell Technology (MRVL) soared nearly 25% on Wednesday following boosted guidance for its fourth quarter. One trader is betting shares rallied too far, too fast, and will trend lower in the coming months. That’s based on the March 21, 2025 $110 puts. With 105 days until expiration, 4,221 contracts traded compared to a prior open interest of 119, for a 35-fold rise in volume on the trade. The buyer of the puts paid $6.95 to make the bearish bet. Marvell shares Read More About This
Slow and Steady Can Win the Investment Race
Investors often have a choice that breaks down between growth stocks and value plays. Right now, the soaring demand for AI technology is giving many slow-growth companies some unexpected kickers. That includes utilities, but can also include companies related to hardware, software, and connectivity. Investors can likely see above-average returns playing to this trend in the years ahead. And more old-school companies may offer consistent returns rather than the big jumps and drops of a growth play. For instance, telecom giant
AT&T (T) ...
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AT&T (T) ...
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Insider Activity Report: Truist Financial (TFC)
William Rogers, CEO and Chairman of
Truist Financial (TFC), recently bought 34,180 shares. The buy increased his stake by 3% and came to a total cost of $1,659,781. Rogers was the last insider to buy with a 57,300 share pickup for just over $2.5 million back in July. Otherwise, there has been one insider sale from an EVP, totaling just under $300,000. Going further back, insiders were more likely to be buyers than sellers. Overall, Truist insiders own 0.3% of ...
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Truist Financial (TFC), recently bought 34,180 shares. The buy increased his stake by 3% and came to a total cost of $1,659,781. Rogers was the last insider to buy with a 57,300 share pickup for just over $2.5 million back in July. Otherwise, there has been one insider sale from an EVP, totaling just under $300,000. Going further back, insiders were more likely to be buyers than sellers. Overall, Truist insiders own 0.3% of ...
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