Articles
Daily market commentary and analysis.
Unusual Options Activity: Chewy (CHWY)
E-commerce pet retailer Chewy (CHWY) has soared 134% over the past year, as revenues have grown. One trader sees further gains over the coming weeks. That’s based on the June 6 $40 calls. With 23…
May 14, 2025
"Starbucks: The Hot Pick for Hedge Funds, But Beware of Short Sellers"
It’s no secret that Starbucks (SBUX) has been a favorite among hedge funds in recent years. With its strong brand and steady growth, it’s been a reliable choice for investors looking for long-term…
May 13, 2025
Inside the Minds of Top Hedge Fund Managers: Q1 2025 Investor Letters
Wondering what top hedge fund managers have been up to in the first quarter of 2025? Look no further than their investor letters, where they reveal their latest strategies and insights. Here are some…
May 13, 2025
Lucid Group Inc. (LCID) Rockets Up on Friday
Lucid Group Inc. (LCID) had a big day on Friday, with its stock jumping 10.01% to close at $27.44. So why did the electric vehicle company’s shares soar? Let’s take a closer look. First, Lucid Group…
May 13, 2025
TransMedics Group: A Healthy Pick for Your Portfolio
TransMedics Group (TMDX) is making waves in the healthcare sector as one of the top performing stocks to buy now. This innovative medical technology company is revolutionizing the way organs are…
May 13, 2025
This Underperforming Industry Could See Years of Quietly Outsized Gains
While overall market moves capture headlines, most of the action occurs at the sector level. Some sectors are hotter than others. Most of the time, tech stocks lead the market. That hasn’t been the…
May 13, 2025
Insider Activity Report: Churchill Downs (CHDN)
Douglass Grissom, a director at Churchill Downs (CHDN), recently bought 10,000 shares. The buy increased his stake by 35%, and came to a total cost of $927,700. His buy came a few days after two…
May 13, 2025
Unusual Options Activity: BP (BP)
Oil and gas exploration and production giant BP (BP) has traded down 24% over the past year, as energy prices have remained lackluster. One trader sees shares trending higher by the end of the month.…
May 13, 2025
Weakening Consumers or Not, This Industry Leader Will Hold Up
Consumer sentiment has been declining in recent months, fueled into overdrive by soaring uncertainty on tariffs and trade. This “soft data” view on consumer sentiment is starting to show up in hard…
May 12, 2025
Insider Activity Report: American Homes 4 Rent (AMH)
Jack Corrigan, a director at American Homes 4 Rent (AMH), has been a recent buyer, picking up 11,000 shares across two transactions over the past two months. The buys increased his position by 30%,…
May 12, 2025
Unusual Options Activity: Peloton (PTON)
Exercise equipment manufacturer Peloton (PTON) is up 65% over the past year, but shares have been pulling back with the rest of the market. One trader sees shares breaking lower by the end of next…
May 12, 2025
Tariffs and Trade Wars May Accelerate One Key Tech Trend
The market uncertainty this year over tariffs and trade has hit markets hard. It’s been especially hard to tech stocks, which have largely been leading markets higher over the past few years. While…
May 9, 2025
Insider Activity Report: Blackstone (BX)
Ruth Porat, a director at Blackstone (BX) recently bought 296 shares. The buy increased her position by 1%, and came to a total cost of $40,342. She was the last insider to buy with a 276 share…
May 9, 2025
Unusual Options Activity: Target (TGT)
Retailer Target (TGT) has taken a 40% dive in the past year, amid rising consumer uncertainty and higher tariff rates on imported manufactured goods. One trader sees shares trending higher by the end…
May 9, 2025
Despite Lofty Valuations, This Stock Remains a Top Performer
Investors can earn strong, market-beating returns by investing in stocks that are trending higher. This is known as momentum investing. Adding in a company with growing earnings, a growth momentum…
May 8, 2025
Insider Activity Report: Caterpillar (CAT)
Gerald Johnson, a director at Caterpillar (CAT), recently bought 100 shares. The buy increased his stake by 3%, and came to a total cost of $31,848. Johnson was also a buyer in February of 100…
May 8, 2025
Unusual Options Activity: Hims & Hers Health (HIMS)
Telehealth platform Hims & Hers Health (HIMS) just reported a massive earnings beat, with shares up 20% on the news. One trader thinks that the stock has run too far, too fast. That’s based on…
May 8, 2025
Consumers Are Down, But Not Out, on Travel Spending
Consumer spending makes up the bulk of the economy. Changing trading patterns are creating tremendous uncertainty, and there are signs that consumers are pulling back. While the extent of the…
May 7, 2025
Insider Activity Report: Sonoco Products (SON)
Howard Coker, President and CEO of Sonoco Products (SON), recently bought 20,000 shares. The buy increased his stake by 4%, and came to a total cost of $823,472. He was joined by a company director,…
May 7, 2025
Unusual Options Activity: Enterprise Products Partners (EPD)
Oil and gas pipeline play Enterprise Products Partners (EPD) is up 7% over the past year, but has given up gains in recent weeks amid the market selloff. One trader sees more upside by year-end.…
May 7, 2025