Annis Gardner Whiting Capital Advisors LLC Purchases 22,940 Shares of NVIDIA Corporation $NVDA
Annis Gardner Whiting Capital Advisors LLC increased its stake in NVIDIA Corporation (NVDA) by 49.5%, acquiring an additional 22,940 shares, bringing its total to 69,267 shares valued at $12.924 million. This makes NVIDIA its 5th largest holding, accounting for 2.7% of its portfolio. The move comes as NVIDIA continues to report strong earnings, with Q3 EPS beating estimates and revenue up 62.5% year-over-year, supported by strategic partnerships and ongoing demand from the AI sector, despite some analyst concerns about high pricing and potential post-earnings pullbacks.
NVIDIA Corporation $NVDA is Activest Wealth Management's 7th Largest Position
Activest Wealth Management increased its stake in NVIDIA (NVDA) by 11.1% in Q3, making it their 7th largest holding at $13.9 million. NVIDIA reported strong Q4 earnings, beating analyst estimates with significant revenue growth. The company benefits from an expanded Meta partnership and a potential investment in OpenAI, though risks include a possible post-earnings pullback and emerging competition from ASIC manufacturers.
1 Company Set to Make a Fortune from the $650 Billion Data Center Buildout
Taiwan Semiconductor (TSM) is positioned as a primary beneficiary of the estimated $650 billion data center buildout by major AI hyperscalers such as Amazon, Microsoft, Alphabet, and Meta Platforms. As the world's leading chip foundry, TSM manufactures chips for key players like Nvidia, AMD, and Broadcom, ensuring its involvement regardless of specific hardware choices. The company projects a nearly 60% compound annual growth rate for AI chip revenue between 2024 and 2029, and its stock is currently valued at 26 times forward earnings, presenting a compelling investment opportunity despite its recent price appreciation.
Tevogen Bio (TVGN) to Release Earnings on Wednesday
Tevogen Bio (TVGN) is set to release its earnings on Wednesday, February 25th, with analysts forecasting a loss of ($0.03) per share. The stock currently trades around $0.28, reflecting its volatile small-cap profile and a market capitalization of approximately $55.8 million. Despite mixed analyst ratings of one Buy and one Sell, resulting in a consensus Hold, institutional investors like Bridgeway, Deutsche Bank, and Goldman Sachs have recently increased their stakes.
Could This $14 Stock Be Your Ticket to Millionaire Status?
NuScale Power (NYSE: SMR) is a nuclear technology company with the only U.S. Nuclear Regulatory Commission-approved small modular reactor (SMR) design, trading at approximately $14 per share. Despite its first-mover advantage, the company currently operates at a loss with no firm sales, although it has agreements with the Tennessee Valley Authority and a Romanian power plant project. NuScale faces a significant opportunity due to the surging power demands from data centers, which the current U.S. grid cannot handle, but its high valuation of 68 times trailing-12-month revenue suggests it may not be a rapid wealth-generator for investors.
3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
The article highlights three under-the-radar AI infrastructure stocks—Prologis (PLD), Gladstone Land (LAND), and Black Hills Corporation (BKH)—as crucial players in the ongoing AI boom. These companies provide essential resources like land, power, and water, which are vital for the expansion of data centers, distinguishing them from the high-profile "Mag 7" tech stocks. The author suggests these "picks and shovels" companies offer a more stable investment approach to the AI economy.
Mink Brook Asset Management Ll Acquires 8,048 Shares of DLH (NASDAQ:DLHC) Stock
Mink Brook Asset Management Ll has acquired an additional 8,048 shares of DLH Holdings Corp. (NASDAQ:DLHC) stock for $5.50 per share, totaling $44,264. This purchase is part of a series of acquisitions from December to February, bringing their direct ownership to nearly 2 million shares valued at about $10.91 million. Despite these purchases, DLH's stock traded up 4.3% to $5.81, with analysts maintaining a "Sell" rating due to missed earnings estimates and negative margins.
QT Imaging Releases Update to Breast Imaging Reconstruction Software
QT Imaging Holdings, Inc. has released version 4.4.0 of its breast imaging reconstruction software, leveraging NVIDIA’s L40 GPU to significantly reduce image processing time. This update allows radiologists to review QTI breast scans more quickly, supporting earlier clinical decision-making without compromising image fidelity or diagnostic accuracy. The software is optimized for NVIDIA's L40 GPUs but remains backward-compatible with older QTI system hardware, enhancing scalability and efficiency for breast imaging centers.
Tilray Brands, Inc. (TLRY) Stock Sinks As Market Gains: What You Should Know
Tilray Brands, Inc. (TLRY) shares recently fell by 1.77% while the broader market gained. The company has seen a 13.58% loss over the past month, underperforming the Medical sector and the S&P 500. Investors are anticipating Tilray's upcoming earnings report, with Zacks predicting an EPS of -$0.14 and revenue of $205.93 million, and the company currently holds a Zacks Rank of #3 (Hold).
Why Vicor (VICR) Stock Is Up Today
Vicor Corporation's stock (NASDAQ:VICR) jumped 10.9% after reporting impressive fourth-quarter financial results. The company's revenue grew 11.5% year-on-year to $107.3 million, meeting expectations, while GAAP profit of $1.01 per share significantly beat analyst estimates of $0.37, driven by expanding operating margins. Vicor's shares have shown significant volatility, but this latest surge indicates a positive market response to its strong earnings performance.
SolarEdge (SEDG) Shares Skyrocket, What You Need To Know
SolarEdge Technologies Inc. (SEDG) saw its shares jump 10% after reporting strong fourth-quarter results, including a 71% increase in revenue and a narrowed net loss. The company also provided positive free cash flow guidance for Q1 and aims for profitability later in the year, leading to analysts raising price targets. Despite recent volatility, the stock is up 19.2% year-to-date.
Mixed options sentiment in Arm Holdings PLC with shares down 1.16%
Arm Holdings PLC (ARM) experienced mixed options sentiment with its shares down 1.16%. Options trading showed a slightly bullish tone with a put/call ratio of 0.71, higher than the typical 0.62, while implied volatility saw a slight drop. The article also mentions related news regarding Nvidia's exit from its Arm stake and recent 13F filings.
U.S. Equity ETF Tracker | Macro data combined with tariff rulings drive a nearly 16% surge in the 2x Long Silver ETF; weakness in the 'NVIDIA holdings' concept pushes the 2x Short NBIS ETF and CRWV ETF up over 17%.
Macroeconomic data and recent tariff rulings have led to an almost 16% increase in the 2x Leveraged Silver ETF (AGQ.US). Concurrently, ETFs tracking concepts related to "NVIDIA holdings" experienced significant inverse gains, with the 2x Inverse NBIS ETF (NBIZ.US) and 2x Inverse CRWV ETF (CORD.US) surging over 17%. Meanwhile, major U.S. stock indices closed higher, with technology giants like Google, Netflix, Amazon, Apple, and NVIDIA also seeing gains.
Nebius Group N.V. (NBIS) stock slides below $100 as options buzz meets capex nerves
Nebius Group N.V. (NBIS) stock fell by about 8% to $99.12, dropping below $100 after reaching $108 earlier in the session. This decline is attributed to investor concerns over the funding and execution risks associated with Nebius's ambitious 2026 build-out plan, which includes $16 billion to $20 billion in capital expenditure and adding nine new data-center sites. Despite recent bullish coverage and increased options activity, the market is scrutinizing the company's ability to finance and implement its growth strategy without significant shareholder dilution or operational stumbles.
CME Group director Gepsman sells $91k in stock By Investing.com
CME Group director Martin J. Gepsman sold 300 shares of Common Stock Class A for $91,770, with the company's stock trading near its 52-week high. This sale comes as CME Group is expanding its offerings through 24/7 crypto futures trading, developing rare earth futures, and planning single stock futures for Q3 2026. The company is also considering expanding its aluminium warehouse network in Asia.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of Class A Common Stock for $91,770, with the stock trading near its 52-week high. The sale occurred as CME Group expands its offerings, including extending crypto futures trading hours, approving new aluminum warehouses, developing rare earths futures, and introducing single stock futures. Despite the positive business developments, InvestingPro analysis suggests the stock may be overvalued relative to its fair value.
What’s Next For Fortinet Stock?
Fortinet (FTNT) reported strong financial results for fiscal year 2025, with revenue up 14% to $6.80 billion and billings climbing 16% to $7.55 billion. The cybersecurity firm demonstrated robust profitability with a 37% non-GAAP operating margin and $2.21 billion in free cash flow, driven by strong demand for its solutions and a growing pipeline of recurring revenue from services. Looking ahead to 2026, Fortinet anticipates continued expansion, fueled by increasing enterprise deals, growth in unified SASE and AI-linked security solutions, and its strong cash position.
CME Group director Gepsman sells $91k in stock By Investing.com
CME Group director Martin J. Gepsman sold 300 shares of Class A Common Stock for $91,770, with the stock trading near its 52-week high. This sale follows CME Group's recent announcements, including extending crypto futures trading hours, expanding aluminum warehouses, developing rare earths futures, and introducing single stock futures. The company is actively diversifying its offerings and expanding its market reach.
The Best Stocks to Buy With $10,000 Right Now
This article identifies five top tech stocks—Taiwan Semiconductor Manufacturing, Nvidia, Broadcom, Microsoft, and Amazon—that present strong buying opportunities despite recent market fluctuations. The author argues that while some tech giants are at all-time highs like the S&P 500, others are significantly down, offering a chance for investors to capitalize on a potential market pivot. The selection emphasizes companies poised to benefit from the ongoing AI boom, with particular attention to hardware providers and software giants that have recently seen unjustified sell-offs.
Moomoo Is Offering 8.1% APY and Up to $1,000 in Nvidia Stock for New Users
Moomoo is enticing new users with a limited-time promotion offering an 8.1% APY on uninvested cash and up to $1,000 in fractional Nvidia stock. This offer, available until March 12, combines high-yield savings for 60 days with stock incentives based on deposit size. It aims to attract new customers by allowing them to earn interest on idle cash and gain exposure to a popular stock simultaneously.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of Common Stock Class A for $91,770 on February 20, 2026, with the stock trading near its 52-week high after a 25% annual return. This sale coincides with CME Group's strategic expansions, including extending crypto futures trading hours, approving new aluminum warehouses, developing rare earths futures, and introducing single stock futures.
Intel vs. HubSpot: Which AI-Driven Tech Stock Has More Upside?
This article compares Intel (INTC) and HubSpot (HUBS) as AI-driven tech stocks, analyzing their strategies, strengths, and weaknesses in leveraging artificial intelligence. While Intel focuses on AI chips for data centers and PCs, HubSpot integrates AI across its product suites and uses a seat pricing model for customer growth. The analysis concludes that despite Intel's valuation appeal, HubSpot appears to be a better investment option due to its anticipated revenue growth, contrasting with Intel's projected decline.
PayPal Is Back Near IPO-Era Prices—Value Setup or Value Trap?
PayPal's stock (PYPL) has fallen to near its IPO-era prices, trading just above $40, and its P/E ratio has collapsed to a historic low of 7.67. This presents a potential contrarian opportunity due to its durable profitability, deep market embedment, and extremely oversold technical indicators, despite concerns about slowing growth and competitive pressures. With a leadership transition underway, a strategic reset could shift sentiment and unlock significant upside, according to some analysts who maintain Buy ratings.
What's Going On With Envirotech Vehicles Stock Friday?
Envirotech Vehicles (NASDAQ: EVTV) stock rose Friday following an announcement from Azio AI Corporation. Azio AI received its first purchase order from Envirotech for twenty-eight next-generation ASIC compute systems, with payment received for the initial tranche. These systems will be deployed within EVTV’s infrastructure and will support SHA-256 compute workloads for Bitcoin (CRYPTO: BTC/USD) yields.
Why Comfort Systems (FIX) Stock Is Up Today
Comfort Systems' (FIX) stock jumped significanty after reporting strong fourth-quarter 2025 results, which easily surpassed expectations. The company saw a 41.7% increase in revenue, more than double earnings per share, and a near-doubling of its project backlog. This performance indicates robust operational efficiency and investor confidence, with the stock setting a new 52-week high.
Brianne Gardner's Top Picks: ATS Corp, NRG Energy & Netflix
Brianne Gardner, a senior wealth manager at Velocity Investment Partners, Raymond James, has revealed his top stock picks. The article highlights his selections: ATS Corp, NRG Energy, and Netflix, offering insights for investors.
Friday's ETF with Unusual Volume: MODL
The VictoryShares WestEnd U.S. Sector ETF (MODL) experienced unusually high trading volume on Friday, with over 728,000 shares traded, significantly above its three-month average. Shares of MODL were up about 0.5%, driven by activity in components like Nvidia and Intel, while Coherent and Coreweave saw notable individual movements within the ETF.
Old National Bancorp to Issue Quarterly Dividend of $0.15 (NASDAQ:ONB)
Old National Bancorp (NASDAQ:ONB) has declared a quarterly dividend of $0.145 per share, payable on May 16th to shareholders of record on May 5th. This dividend represents an annualized yield of 2.3% with a payout ratio of 21.4%, indicating strong coverage by earnings. The bank recently surpassed Q4 EPS estimates with $0.62, though revenue slightly missed analyst expectations.
Google stock (GOOG) jumps after Supreme Court tariff ruling as traders brace for Nvidia earnings
Alphabet's Class C shares (GOOG) jumped 3.7% in after-hours trading following a Supreme Court decision to toss out U.S. tariffs and new AI product announcements. The company's stock performance is also influenced by its significant capital expenditure on AI infrastructure, with investors looking to upcoming Nvidia earnings for broader AI market insights. Analysts are divided on whether current high valuations for AI-related stocks are sustainable, given the substantial investments required.
Procore Tech (PCOR) Reports Q4 2025 Revenue Growth of 15.6% to $349M Driven by High-Value Customer Expansion
Procore Technologies Inc. (PCOR) announced a Q4 2025 revenue of $349 million, marking a 15.6% year-over-year increase, primarily due to strong growth in high-value customer segments and the adoption of its AI initiatives. Despite a challenging construction market, the company expanded its customer base and acquired Datarid to enhance AI capabilities. Procore issued 2026 revenue guidance of $1.489 to $1.494 billion, indicating a 13% growth rate, with plans to evolve AI monetization strategies to address industry labor shortages.
Broadcom's AI Ascendance: A Q1 2026 Earnings Preview as the Custom Silicon Boom Takes Hold
Broadcom (NASDAQ: AVGO) is poised for a significant Q1 2026 earnings report, expected to demonstrate strong revenue growth driven by its pivotal role in the generative AI custom silicon boom and the adoption of high-speed Ethernet. The company's strategic integration of VMware, expansion of custom ASIC clients to include OpenAI and Anthropic, and leadership in 1.6T Ethernet technology position it as a key architect in the shift away from proprietary AI solutions. This report will also highlight the broader industry trend towards "bespoke compute" and modular AI hardware, with Broadcom directly challenging Nvidia's "walled garden" approach.
10 Information Technology Stocks Whale Activity In Today's Session
This article details "whale" activity in the information technology sector, highlighting significant options trades for ten different stocks including NVIDIA, Intel, and Advanced Micro Devices. For each company, it specifies the type of option (call or put), sentiment (bullish, bearish, or neutral), expiration date, strike price, and details about the trade size and cost. The report aims to help traders identify potential opportunities based on these large-scale transactions.
First Capital, Inc. Announces Quarterly Dividend of $0.31 (NASDAQ:FCAP)
First Capital, Inc. (NASDAQ:FCAP) declared a quarterly dividend of $0.31 per share, payable on March 27th to shareholders of record on March 13th. This represents an annualized yield of 2.4%. The company has reported a net margin of 25.06% and a return on equity of 12.95%, with shares trading around $52.67.
TTM Technologies Stock Pops on Earnings Beat: Is the Upside Just Starting?
TTM Technologies Inc. (NASDAQ: TTMI) recently reported stronger-than-expected earnings, raised its outlook, and signaled stabilizing demand in high-reliability electronics, yet its stock valuation remains conservative compared to peers. The company, a manufacturer of printed circuit boards, benefits from themes like defense spending, AI infrastructure, and electrification, positioning it well within the US investor ecosystem. Despite a positive market reaction, analysts believe the stock may still be undervalued, suggesting potential for further upside as a "picks and shovels" play in the tech sector.
Broadcom stock edges up after 6G BroadPeak chip news — what could move AVGO next
Broadcom's stock saw a slight increase after the company announced its new 5G Advanced/6G radio chip, BroadPeak, designed to improve network capacity and power efficiency. Despite this positive development, concerns remain regarding VMware client cutbacks due to steeper license fees. Investors are now looking to Broadcom's upcoming earnings report on March 4th for further insights into networking demand and the impact of VMware's customer retention issues.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have risen 17.2% in the last six months, outperforming peers and the broader tech sector, primarily due to an aggressive AI expansion and an expanding networking portfolio. The company projects significant AI infrastructure revenues and growing orders for high-performance networking products, indicating strong future prospects. With positive guidance for Q3 and FY26, and a Zacks Rank #2 (Buy), Cisco's AI endeavors are expected to fuel further stock gains despite a premium valuation.
Linde plc Stock: Quiet Climate Giant Wall Street Is Betting On
Linde plc, a major industrial gas company, is gaining attention in US markets as an infrastructure play for climate tech and AI. Analysts highlight its stable earnings, role in clean hydrogen and AI data centers, and long-term contracts as reasons for its appeal. While not a "meme stock," Linde is seen as a "defensive growth" option for long-term investors seeking exposure to key industrial trends.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have increased by 17.2% in the past six months, outperforming its sector and peers, driven by significant AI investments and an expanding networking portfolio. The company projects over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026 and expects strong growth in networking product orders. Cisco's partnerships, such as with NVIDIA, and its robust guidance for Q3 and fiscal 2026 suggest a positive outlook for future gains due to its aggressive AI push and expanding portfolio.
Y.D. More Investments Ltd Purchases 46,025 Shares of Intel Corporation $INTC
Y.D. More Investments Ltd significantly increased its stake in Intel Corporation by 152.7%, acquiring 46,025 additional shares, bringing its total holdings to 76,170 shares valued at approximately $2.56 million. This move comes amid mixed analyst sentiment and competitive pressures from expanding NVIDIA-Meta CPU partnerships, which have recently impacted Intel's stock price. Despite these challenges, insider buying activity and strategic alignments, such as NVIDIA's large 13F position in Intel, indicate potential long-term partnerships and investor confidence.
Is Home Depot (HD) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
Home Depot (HD) is preparing to announce its fourth-quarter earnings, with analysts expecting a decline in earnings per share and revenues. Despite missing earnings in three of the last four quarters, the stock is showing renewed momentum. The company's business is supported by steady demand for repair projects and strategic investments in its omnichannel and supply chain.
Vanguard Group Inc. Lowers Stock Position in Kimco Realty Corporation $KIM
Vanguard Group Inc. reduced its stake in Kimco Realty Corporation by 0.5% in the third quarter of 2025, selling 589,903 shares and retaining over 108 million shares valued at approximately $2.37 billion. Despite this sale, other institutional investors increased their holdings in Kimco Realty. The company has declared a quarterly dividend of $0.26 per share, and analysts rate Kimco as a "Moderate Buy" with a consensus target price of $24.18.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has climbed 17.2% in the past six months, outperforming its sector due to an aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026. Cisco's partnerships with companies like NVIDIA and its robust product pipeline position it for continued growth, justifying its premium valuation and leading to a Zacks Rank #2 (Buy) rating.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has surged 17.2% in the past six months, outperforming peers and the broader tech sector, largely due to its aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026, alongside robust growth in its networking products. Cisco also provided optimistic guidance for Q3 and fiscal year 2026, driven by increasing demand for AI infrastructure and networking solutions, reinforcing its premium valuation.
Envirotech Vehicles stock rises after ordering Azio AI ASIC systems
Envirotech Vehicles Inc. (NASDAQ:EVTV) shares rose 15% in premarket trading after Azio AI Corporation announced a purchase order for 28 next-generation ASIC compute systems. EVTV will own the systems and hold lease rights to the containerized power infrastructure, with Azio AI handling integration and optimization. The initial deployment aims to validate performance for scalable multi-megawatt expansion, generating Bitcoin yields during this phase.
Mendel Money Management Makes New $2.22 Million Investment in Synopsys, Inc. $SNPS
Mendel Money Management has initiated a new $2.22 million investment in Synopsys, acquiring 4,505 shares in Q3, increasing institutional ownership to 85.47%. This comes despite recent insider selling, with the CFO selling $1.69 million in shares and other insiders selling over $1.95 million. Synopsys recently surpassed Q3 earnings estimates, showing strong revenue growth and providing optimistic FY2026 EPS guidance, leading to a "Moderate Buy" consensus rating among analysts with an average target price of $553.57.
Frisch Financial Group Inc. Has $848,000 Stock Holdings in Intel Corporation $INTC
Frisch Financial Group Inc. reduced its stake in Intel Corporation by 46.9% in Q3, selling 22,342 shares and ending with holdings valued at approximately $848,000. Despite Intel beating Q4 EPS expectations, revenue was down year-over-year, and analysts maintain a "Reduce" consensus with a target price close to its current trading price. The article also highlights significant institutional activity and a partnership with Nvidia, which could boost sentiment but also intensify competitive dynamics.
How Drilling Tools' OneDTI Is Unlocking Value in Challenging Markets
Drilling Tools International (DTI) is navigating a challenging oilfield services market with its "OneDTI" program, focusing on disciplined integration, efficiency, and streamlined operations instead of broad cost cuts. This strategy aims to enhance customer responsiveness, improve asset visibility, and protect margins. The company's efforts include centralizing systems, relocating facilities for better logistics, and expanding international growth, positioning it for stronger performance as industry conditions recover.
Persistent Asset Partners Ltd Has $1.07 Million Stock Position in Intel Corporation $INTC
Persistent Asset Partners Ltd significantly increased its stake in Intel Corporation by 220% in Q3, now owning 32,000 shares valued at $1.07 million. Other institutional investors like Vanguard Group and State Street Corp also made substantial adjustments to their Intel holdings. Wall Street analysts maintain a "Reduce" consensus rating with an average price target of $45.74 for INTC.
OKLO's Licensing Approach Aims to Accelerate Reactor Rollout
Oklo Inc. is utilizing a combined license pathway under NRC Part 52 to streamline the deployment of its fast fission reactors, aiming to reduce regulatory uncertainty and shorten review cycles. The article also highlights how industry peers like NuScale Power and NANO Nuclear Energy are navigating licensing risks, while noting Oklo's 70% stock surge over the past year despite a current Zacks Rank #4 (Sell).
ICICI Prudential Asset Management Co Ltd Cuts Stock Position in Synopsys, Inc. $SNPS
ICICI Prudential Asset Management Co Ltd significantly reduced its holdings in Synopsys, Inc. by 77.0% in Q3 2025, selling 9,503 shares and retaining 2,841 shares valued at $1.402 million. This reduction comes despite several other major institutions, including Vanguard Group and Norges Bank, increasing their exposure to Synopsys, indicating strong institutional interest overall. Synopsys demonstrated strong financial performance, beating Q3 EPS estimates with $2.90, showing a 37.8% year-over-year revenue increase, and providing positive FY2026 EPS guidance.
