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Separating The Winners And Losers Of The AI Disruption
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Ives Still Sees Big Winners Despite Software Selloff
Dan Ives of Wedbush Securities says the recent software selloff is overblown. He says major players like Microsoft, Google, and Oracle will benefit from the ongoing AI infrastructure buildout and he sees many buying opportunities.
Earnings Winners: 2 Buy Rated Stocks Raising Guidance
The 2025 Q4 earnings season continues to be one of positivity, with several companies, including these two that sport buy ratings, knocking it out of the park and raising their outlooks.
The Memory Supercycle Is Here—2 Winners From 1 Breakup
While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is occurring into the hardware required to provide AI with a memory. Approximately one year ago, Western Digital NASDAQ: WDC spun off its flash memory business to create SanDisk NASDAQ: SNDK as a standalone entity.
Alger Weatherbie Specialized Growth Fund Q4 2025 Winners And Laggards
Class A shares of the Alger Weatherbie Specialized Growth Fund outperformed the Russell 2500 Growth Index during the fourth quarter of 2025. Natera, Inc., ACADIA Pharmaceuticals Inc., and Glaukos Corp were among the top contributors to performance. FirstService Corp, AAR CORP., and Kratos Defense & Security Solutions, Inc. were among the top detractors from performance.
Defense Behemoths: Winners and Loser During Q4 Earnings Cycle
A plethora of defense giants just reported their Q4 2025 earnings. The cycle saw some standout performances, as well as others that left investors wanting more.
5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 INDEXRUSSELL: RUT, which tracks small-cap stocks, is leading the charge.
Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners
Winter Storm Fern has slammed into the United States, encasing 34 states in ice and forcing millions of Americans to crank up their thermostats. While meteorologists track the plunging temperatures and an incoming bomb cyclone that could bring blizzard conditions and even more snow to the United States, Wall Street is tracking a different metric: the spark spread.
Likely ETF Winners & Losers From Winter Storm Fern
Winter Storm Fern rattles the United States, lifting heating demand and natural gas prices as UNG stands out while airlines and consumers face headwinds.
Growth Stocks Are So 2021: These Stocks Could Be the Biggest Winners In 2026
For the past five years, investors who have stayed entirely invested in the highest-growth stocks in the market (and some of the largest-capitalization stocks in their sectors, for that matter) have outperformed.
Why These 3 Uranium ETFs Could Be 2026's Most Overlooked Winners
With favorable regulations encouraging a boom in domestic nuclear power, several prominent uranium miners have experienced skyrocketing shares in the last year. Canadian outfit Cameco Corp. NYSE: CCJ, among the largest producers of uranium in the world, has risen by 161% in the last year, for instance.
Finding Tomorrow's Winners With Concentrated Equity ETFs
What can a focused approach to equity portfolio construction offer for advisors and investors? Recently, Dr. Ankur Crawford, portfolio manager at Alger, joined Todd Rosenbluth, VettaFi's head of research, to discuss this very topic.
