Author: pluginever

Starboard Value, the activist fund run by Jeff Smith, has taken a sizable stake in graphics-design firm Autodesk and has spoken with the company’s board in recent weeks over a number of serious concerns involving its disclosures around an internal investigation that led to the ouster of its chief financial officer. Starboard’s stake is valued…

I don't know about y'all, but this big jump in semiconductor and AI related stocks is making me wanna diversify a little and put a little more into stocks with no correlation to that trend. What are your current favorites that are still solid picks without benefiting from the AI hype wave?

Goldman Sachs Group Inc. strategists have boosted their year-end target for the S&P 500 Index for a third time, reflecting Wall Street’s optimistic outlook for earnings growth and the US economy.The bank’s equity strategists led by David Kostin now see the US stock benchmark index finishing the year at 5,600, up from a 5,200 level they predicted…

Just wondering where you all go to find your information? Do you just look at quarterly reports and make decisions off that? Reputable media is hard to find in this day and age, just wondering where everyone finds the most valuable information.

-Has their foot in the door in both AI computing and consumer graphics processing -Established player in both consumer and commercial central processing units -Near their 10-year low, down immensely from both historic and recent highs -AMD and Nvidia are its main competitors, and they both rely on TSMC. Intel chips are manufactured in the…

Ok, I think at this point, we all agree that global power consumption will only increase, driven by data centers, electric vehicles, and other factors. Global electricity demand is projected to grow between 62% and 185% by 2050 compared to 2021 levels. This increase is fueled by the rising electrification of various sectors, including transportation…

(Bloomberg) — With the S&P 500 Index setting record after record, Evercore ISI is predicting another double-digit rally through the end of 2024. Julian Emanuel, the firm’s chief equity and quantitative strategist, raised his year-end forecast on the S&P 500 Index to 6,000, the highest among major equity strategists tracked by Bloomberg — and roughly…

These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider news: Market Check – Possibly why the market is doing what it's doing including sudden spikes/dips Reuters aggregated – Global news If you have a…

Hi! I am an ex-prop trader that trades equities. This is a daily watchlist for trading. I might trade all of the stocks on here, or none of them, on any given day. I might trade stocks that don't appear on here! I hold no positions in any stocks long-term but Amazon/Mag7/general broad market indices.…

I bought ITM BABA calls a few weeks back and then got an email from my broker about dividends being issued and that impacting the option. My BABA option is now labeled BABA1 and my calls volume has dropped dramatically. The pricing also doesn’t seem to reflect where the stock is at today. Delta is…