Articles for category: Market News

April 17, 2025

Ron Finklestien

Comparing NBIS and MSFT: A Deep Dive into the Best AI Infrastructure Investment

Comparing Nebius Group and Microsoft: A Look at AI Infrastructure Nebius Group N.V. (NBIS) is emerging in the AI infrastructure market, while Microsoft Corporation (MSFT) stands as a tech giant. Microsoft’s Azure cloud platform is the second-largest cloud service, following Amazon Web Services (AWS). Its investment in OpenAI has solidified Azure’s status as the premier platform for AI applications. The swift growth of AI is reshaping the technology landscape, and AI infrastructure is becoming a critical competitive arena among tech firms. According to a report by IDC, investment in AI infrastructure is projected to exceed $200 billion by 2028. While

April 17, 2025

Ron Finklestien

“Top 3 Reasons to Invest in Alibaba Stock Despite Its 25.9% Year-to-Date Growth”

Alibaba Group Shows Strong Growth Potential Amidst Market Challenges Alibaba Group (BABA) shares have surged by 25.9% year to date, outperforming the Zacks Internet-Commerce industry, the Zacks Retail-Wholesale sector, and the S&P 500, which have decreased by 10.8%, 6.7%, and 8.6% respectively. This growth suggests that the company has a significant trajectory ahead, despite facing competition from global e-commerce giants like Amazon (AMZN) and eBay (EBAY). While Amazon shares have declined by 20.6% this year, eBay has experienced a modest gain of 5.7%. This positive performance positions Alibaba as a compelling investment opportunity moving into 2025, fueled by three critical

April 17, 2025

Ron Finklestien

The Impending Crisis: Forecasting the $37 Trillion Financial Time Bomb

Trump’s Critique of Powell amid Bond Market Turmoil and Rising Debt Editor’s Note: Our InvestorPlace offices are closed tomorrow for Good Friday. If you need assistance from our Customer Service team, they’ll be happy to assist you when we re-open on Monday. Have a wonderful Easter Weekend! Trump’s Comments on Jerome Powell Today, President Trump voiced strong criticism of Federal Reserve Chair Jerome Powell on Truth Social, stating: The ECB is expected to cut interest rates for the 7th time, while ‘Too Late’ Jerome Powell continues to issue reports that are always too late and wrong. Oil prices are down,

April 17, 2025

Ron Finklestien

Significant Thursday Options Activity: APP, SCHW, FIS

Significant Options Trading Activity Observed in Russell 3000 Components Looking into options trading among the Russell 3000 index constituents reveals noteworthy activity today. Applovin Corp (Symbol: APP) has reported a total trading volume of 45,685 contracts, equating to roughly 4.6 million underlying shares, since each contract represents 100 shares. This volume represents 43.8% of APP’s average daily trading volume of 10.4 million shares over the past month. A particularly notable surge occurred for the $270 strike call option expiring April 25, 2025, with trading of 5,537 contracts, representing approximately 553,700 underlying shares of APP. Below is a chart detailing APP’s

April 17, 2025

Ron Finklestien

“NVIDIA Stock: Why It’s Still a Smart Investment After a $5.5B Challenge”

NVIDIA’s Stock: Should Investors Buy Amid Export Restrictions? NVIDIA Corporation (NVDA) has experienced a significant rise in share prices over the past few years, driven largely by the boom in artificial intelligence (AI). Yet, this year, the company’s stock has faced volatility due to uncertain trade relations and new export restrictions on chips sent to China. Thus, the question arises for investors: Is now the right time to buy NVIDIA stock? Let’s explore. NVIDIA Confronts New Export Challenges Recently, NVIDIA was informed by the U.S. government that it requires a federal export license to sell its H20 chips to China.

April 17, 2025

Ron Finklestien

Key Thursday Options Trends: CELH, AMD, BHVN

Active Options Trading Highlights for CELH, AMD, and BHVN Today, notable options trading activity has emerged among the components of the Russell 3000 index. Celsius Holdings Inc (Symbol: CELH) has seen a significant total volume of 78,165 contracts traded, which equates to around 7.8 million underlying shares. This volume represents approximately 91% of CELH’s average daily trading volume of 8.6 million shares over the past month. Volume surged particularly for the $38 strike call option expiring on April 17, 2025, with 47,217 contracts traded today—equating to about 4.7 million underlying shares. The chart below presents CELH’s trailing twelve-month trading history,

April 17, 2025

Ron Finklestien

Thursday Market Weakness: Struggles in Technology, Communications, and Industrial Sectors

Technology Sector Struggles Amid Broader Market Gains on Thursday During Thursday afternoon trading, the Technology & Communications sector was the poorest performer, showing a slight uptick of just 0.1%. Notably, Super Micro Computer Inc (Symbol: SMCI) and NVIDIA Corp (Symbol: NVDA) are key players in this sector, with losses of 4.2% and 3.9%, respectively. In terms of technology ETFs, the Technology Select Sector SPDR ETF (Symbol: XLK) is down 0.3% for the day and has lost 16.69% year-to-date. In contrast, Super Micro Computer Inc is up 0.26% year-to-date, while NVIDIA Corp has dropped 25.24% year-to-date. Combined, these two companies represent

April 17, 2025

Ron Finklestien

“Will Robust Recurring Revenue Growth Drive SPNS Stock Performance in 2025?”

Sapiens International Shows Strength Amid Broader Sector Decline Sapiens International (SPNS) has demonstrated notable resilience in 2025, with shares decreasing only 2.3% year to date. This is a significant outperformance compared to the broader Zacks Computer & Technology sector, which has seen a decline of 14%. SPNS attributes this strength to its steady recurring revenues, a growing customer base, and robust partnerships that include strong players like Microsoft (MSFT) and Cognizant (CTSH). Solid Revenue Growth in 2024 In 2024, Sapiens’ recurring and reoccurring revenues from software products and post-production services rose by 14.1% from 2023, reaching $390 million. This revenue

April 17, 2025

Ron Finklestien

J.B. Hunt: Will the Stock Continue to Climb?

J.B. Hunt’s Stock Struggles After Mixed Earnings Report J.B. Hunt Transport Services, Inc. JBHT saw its shares increase in value on Thursday, despite a disappointing earnings report. The company reported a first quarter earnings per share of $1.17, falling short of analysts’ expectations of $1.19. Investors are closely monitoring J.B. Hunt’s stock as it navigates the significant $128.00 price point. This level previously acted as support but has now transitioned to resistance, which is why the stock has gained attention as our Stock of the Day. Key Trading Insights Typically, stocks experience the highest trading volume at the market open

April 17, 2025

Ron Finklestien

“Don’t Fall for the Common Pitfalls: The Upcoming Oral Weight Loss Drug and Investment Insights”

Investors Advised to Rethink Long Bonds Amid Market Volatility To gain an edge, this is what you need to know today. Avoid The Common Investment Mistake Please click here for an enlarged chart of iShares 20+ Year Treasury Bond ETF (TLT). Investors should note the following points: Many investors and advisors are losing money because they believe long bonds are a safe haven. The chart indicates that when TLT broke above resistance level zone 2, there was significant buying activity in bonds regarded as safe assets. However, bonds fell the very next day below zone 2. After this drop, bonds