Articles
Daily market commentary and analysis.
Unusual Options Activity: Antero Resources (AR)
Oil and gas exploration company Antero Resources (AR) is up 19% over the past year, lagging the overall market. One trader sees the potential for shares to move higher into the middle of next year.…
Sep 26, 2024
This Cash-Generating Giant Could Still Push Higher
For nearly two years, AI has been the word that’s helped push many tech companies higher, particularly large-cap companies. That’s because those firms have been at the forefront of AI spending. For…
Sep 25, 2024
Insider Activity Report: Casey’s General Stores (CASY)
Mike Spanos, a director at Casey’s General Stores (CASY) recently bought 267 shares. The buy increased his position by 11%, and came to a total cost of $100,440. Spanos was the last insider to buy…
Sep 25, 2024
Unusual Options Activity: Core Scientific (CORZ)
Digital asset mining services company Core Scientific (CORZ) is up 248% over the past year, and shares are near their 52-week highs. One trader sees further gains in the days ahead. That’s based on…
Sep 25, 2024
The Construction and Manufacturing Boom May Get a Shot in the Arm
Lower interest rates mean it costs less for companies to borrow. And that it’s easier for them to expand operations. That’s why the market has taken off as it’s clear that companies will look to…
Sep 24, 2024
Insider Activity Report: Jefferies Financial Group (JEF)
Sumitomo Mitsui Financial Group, a board member of Jefferies Financial Group (JEF), recently opened a new position in the company with a 9,247,081 share buy. The cost of the buy came to $551,773,323.…
Sep 24, 2024
Unusual Options Activity: ON Semiconductor (ON)
Automotive chip manufacturer ON Semiconductor (ON) is down 22% over the past year, as investors have been more focused on other tech trends and EV sales have been lackluster. One trader sees further…
Sep 24, 2024
This Interest Rate "Loser" Remains a Long-Term Winner
Interest rates are finally starting to go down. That means the cost to borrow will decline, benefitting highly leveraged companies. But the cost to lend will also decline, meaning that fixed-income…
Sep 23, 2024
Insider Activity Report: WillScot Holdings (WSC)
Bradley Soultz, CEO ofWillScot Holdings (WSC) recently bought 5,000 shares. The buy increased his stake by 1%, and came to a total cost of $194,855. Soultz was also the last buyer of shares with a…
Sep 23, 2024
Unusual Options Activity: Valley National Bancorp (VLY)
Regional bankValley National Bancorp (VLY) is up 8% over the past year, far lagging the overall stock market. One trader sees shares trending higher over the coming weeks. That’s based on the October…
Sep 23, 2024
There’s Still Good Value in This Sector
Investors love tech stocks, but have started to branch out to other sectors, such as utilities, telecom, and consumer stocks in recent months. Those sectors could continue to help lead the overall…
Sep 20, 2024
Insider Activity Report: Starbucks (SBUX)
Jorgen Knudstorp, a director atStarbucks (SBUX), recently bought 380 shares. The buy increased his stake by 1%, and came to a total cost of $34,770. This marks the first insider buy at the company…
Sep 20, 2024
Unusual Options Activity: Uranium Energy Corp (UEC)
Uranium producerUranium Energy Corp (UEC), is down 2% over the past year, with shares down over one-third from their February peak. One trader sees the stock recovering to bounce higher into next…
Sep 20, 2024
In a Market Selloff, Buy This Big Tech Holding
Many big tech stocks have led the market higher over the past two years. However, not all tech stocks are alike. Investors have been betting on plays with fast growth now. But as the market shifts,…
Sep 19, 2024
Insider Activity Report: Gannett (GCI)
Laurence Tarica, a director atGannett (GCI), recently bought 50,000 shares. The buy increased his holding by 5%, and came to a total cost of $225,000. This marks the first insider activity of 2024.…
Sep 19, 2024
Unusual Options Activity: Genpact Limited (G)
Outsourcing and IT services giantGenpact Limited (G) is up 6% over the past year, far lagging the overall stock market. One trader sees shares trending lower into the end of the year. That’s based on…
Sep 19, 2024
Retailers Offering Consumers the Best Value May Win the Holiday Season
The holiday season is when retail stocks have their best performance of the year. That’s because holiday sales provide retailers with the chance to see their biggest profits. However, consumers…
Sep 18, 2024
Insider Activity Report: Lakeland Financial Corporation (LKFN)
Stephanie Leniski, a SVP atLakeland Financial Corporation (LKFN), recently bought 4,500 shares. The buy increased her stake by 130%, and came to a total cost of $292,680. This marks the first insider…
Sep 18, 2024
Unusual Options Activity: Comcast (CMCSA)
Telecom and communications giantComcast (CMCSA) is down 13% over the past year. One trader expects further downside in the months ahead. That’s based on the April 2025 $30 puts. With 211 days until…
Sep 18, 2024
There Are Still Opportunities to Grab AI-Related Trades
Investors have been concerned about AI spending in the most recent earnings season, even as many big-name companies reported big spending on AI projects. While that put tech stocks in a funk, last…
Sep 17, 2024