The artificial intelligence (AI) sector is currently characterized by both rapid capital deployment and heightened volatility. Major infrastructure providers such as Nvidia, Broadcom, Nebius, and Astera Labs are experiencing robust demand from hyperscalers like Amazon, Google, Meta, and Microsoft, resulting in significant capital expenditures and notable backlog growth. Despite this strong momentum, the market has also witnessed an AI-driven sell-off across several sectors, signaling a shift from previous uncritical optimism to a more cautious investment climate. This pattern is consistently reported across multiple financial and industry sources, indicating that while the AI buildout remains a dominant force, investor sentiment is becoming more discerning in response to the sector's rapid evolution and the risks associated with such accelerated growth.
Nvidia continues to hold a commanding position in the data center accelerator market, with hyperscalers increasing their investments in AI infrastructure. The company remains central to the global expansion of AI capabilities, even as its CEO is set to miss the upcoming India AI summit. Nvidia's dominance is further underscored by repeated institutional investment activity and ongoing industry news, reinforcing its role as a linchpin in the current AI hardware landscape. Meanwhile, other hardware suppliers like Broadcom and Applied Materials are also reporting strong demand and issuing optimistic growth guidance, reflecting the broader surge in semiconductor and data center expansion driven by AI adoption. Nebius Group, for its part, has reported record year-over-year revenue growth and is expanding capacity to meet the needs of major clients, further highlighting the sector’s dynamism.
Materials and industrial stocks are outperforming the broader market, with sector ETFs such as XLB rising over 20% and several industrial stocks reaching all-time highs. This outperformance is attributed to increased construction activity and improvements in supply chain operations, as consistently reported by financial news outlets. The rotation into these sectors suggests that investors are seeking stability and growth opportunities outside of technology, responding to broader economic trends and infrastructure spending.
🔹
Justification: The news highlights robust demand and strong growth across AI infrastructure providers and semiconductor companies, with major players like Nvidia, Broadcom, and Nebius reporting significant momentum and optimistic outlooks. Materials and industrial sectors are also outperforming, reflecting broader economic strength and investor rotation into stable growth areas. While there is mention of increased volatility and a more cautious investment climate, the prevailing narrative is one of continued expansion and positive sectoral performance, resulting in a mild positive overall market impact.
Legend:
🔴 = Strong Negative Impact 🔸 = Mild Negative Impact ⚪ = Neutral 🔹 = Mild Positive Impact 🔵 = Strong Positive Impact
EssilorLuxottica delivered robust Q4 and FY 2025 results, with FY sales reaching €28.49 billion, up 11.4% year-over-year. Strong double-digit growth in smart glasses and innovation-driven categories positions the company as a high-quality compounder with structural upside potential. Management shifts focus from rigid margin targets to growth, emphasizing smart eyewear, hearing solutions, and myopia management as key long-term drivers....
Seeking Alpha - 2/14/2026 10:08:13 AM
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AWS delivered its best quarter in a long time. Amazon's custom chips are growing incredibly popular....
The Motley Fool - 2/14/2026 9:41:00 AM
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Virtuix Holdings Inc (NASDAQ:VTIX) CEO Jan Goetgeluk talked with Proactive about the company's official expansion into the European consumer market with its flagship product, the Omni – an omnidirectional treadmill for immersive virtual reality experiences. Proactive: The company just came out with news about expanding into Europe, and we'll talk about that in depth in just a second....
Proactive Investors - 2/14/2026 10:06:54 AM
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As tech's sell-off continues, corners of that sector are hurting worse than others. AI stocks in particular have taken a beating since late October, and the S&P 500's software index is down nearly 19% year-to-date (YTD)....
MarketBeat - 2/14/2026 10:02:02 AM
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The Jazz were fined $500,000 after the team rested starters during games against the Magic and Heat as a way to discourage tanking after week-long criticisms of Utah's handling of it's players....
KSL.com - 2/14/2026 3:04:19 AM
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The president is seeking quick approval despite legal challenges and backlash over his demolition of the East Wing....
The New York Times - 2/14/2026 2:54:39 AM
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Dylan, who is a U.S. citizen, told CBS News the day seemed normal — until he heard his classmates suddenly start shouting "ICE."...
CBS News - 2/14/2026 2:51:00 AM
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Nvidia is now the largest company in the world, but faces competitive risks over the next few years from its customers. Amazon is a diversified beneficiary of AI that should lead to strong growth in the years to come....
The Motley Fool - 2/14/2026 9:30:00 AM
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Viking Therapeutics is aggressively advancing its GLP-1 pipeline, with two pivotal Phase 3 trials now underway or imminent. VKTX's Phase 2 oral data showed up to 14.7% weight loss in 13 weeks, positioning it competitively against current market leaders. With a $3.5B market cap and $706M cash, VKTX trades at a compelling discount to recent sector M&A benchmarks....
Seeking Alpha - 2/14/2026 9:44:30 AM
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Berkshire Hathaway's new CEO likes the surprise course reversal announced this week by the new CEO of Kraft Heinz....
CNBC - 2/14/2026 9:39:59 AM
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Materials companies operate at the front end of nearly every supply chain. When construction picks up, steel and cement move....
24/7 Wall Street - 2/14/2026 9:38:50 AM
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When geopolitical tensions rise or defense budgets expand, investors often chase the sector through broad market funds....
24/7 Wall Street - 2/14/2026 9:38:20 AM
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VICI Properties offers unmatched stability and predictability, ideal for income-focused investors seeking 8%-10% annual returns with capital preservation. VICI's unique, irreplicable Vegas-centric portfolio ensures 100% occupancy, long leases, annual rent escalations, and one of the safest revenue streams in the market. Growth has slowed as management remains highly selective, with the deal pipeline thin and AFFO per share growth moderating, but the starting yield is at a multi-year high....
Seeking Alpha - 2/14/2026 9:32:34 AM
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Markets are choppy in 2026, and many investors believe we could see a correction this year. Investors should be prepared with defensive stocks that generate reliable dividends....
The Motley Fool - 2/14/2026 9:15:00 AM
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Vertiv Holdings is rated buy, with a $279/share price target, reflecting strong data center demand and robust backlog growth. VRT posted a Q4 '25 book-to-bill ratio of 2.9x and doubled its FY25 backlog to $15b, signaling accelerating order momentum. The Americas led with 50% top-line growth and 452 bps margin expansion; APAC and EMEA are expected to rebound in 2H26....
Seeking Alpha - 2/14/2026 9:30:00 AM
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Marvell Technology is rated a buy, driven by its strategic pivot to architecting optical interconnects for next-gen AI clusters via Celestial AI and XConn acquisitions. MRVL's defensible tech moat is built on integrating photonic fabrics and advanced CXL switching, targeting the Memory Wall and enabling superior data center scalability. Key risks include custom compute market share erosion to lower-cost competitors, hyperscaler vertical integration, and execution risks in integrating $3.79B of acquisitions....
Seeking Alpha - 2/14/2026 9:30:00 AM
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Magna International Inc. reported a good double beat in Q4. Transitory factors improved growth and margins, but MGA's results were also strong underneath. MGA's improved momentum is guided to continue in 2026 despite continued headwinds in global car production. Operational efficiencies are driving up margins. The company's customer positioning seems to have improved, driving better long-term expectations....
Seeking Alpha - 2/14/2026 9:30:00 AM
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Automakers have been busy pulling back big EV projects and taking big charges to do so. Rather than exit the market, GM restructured in China and is seeing early results....
The Motley Fool - 2/14/2026 9:05:00 AM
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Speaking at Europe’s largest security conference, she tied income inequality to the rise of authoritarians and offered a forceful rebuttal to President Trump’s worldview. She also had some shaky moments....
The New York Times - 2/14/2026 2:27:13 AM
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Immunic Inc (NASDAQ:IMUX)'s chief medical officer Dr Andreas Muehler talked with Proactive about new data presented at the ACTRIMS Forum in San Diego, highlighting findings from the company's phase 2 CALIPER trial in progressive multiple sclerosis (MS). Proactive: Hello, you're watching Proactive....
Proactive Investors - 2/14/2026 9:26:34 AM
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UiPath Inc. is rated a strong buy, with a price target near $18, following a 30% sell-off driven by AI-related sector fears. PATH's robust AI-driven automation platform, strong earnings beats, and 16% YoY revenue growth highlight its resilience and growth trajectory. A pristine balance sheet—$1.4B cash, low liabilities, and high cash flow—supports continued innovation and mitigates dilution risk....
Seeking Alpha - 2/14/2026 9:17:52 AM
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PACCAR Inc (PCAR) Analyst/Investor Day Transcript...
Seeking Alpha - 2/14/2026 9:17:44 AM
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Retail investors talked up five hot stocks this week (Feb. 9 to Feb. 13) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow....
Benzinga - 2/14/2026 9:02:48 AM
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An increasing number of people are dying of colorectal cancer at a young age. The death of actor James Van Der Beek, who was diagnosed with colorectal cancer in 2023, at age 48 is bringing the disease back into the limelight....
PBS - 2/14/2026 2:15:51 AM
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The S&P 500 has been treating the 7,000 level like a bug zapper, retreating whenever the milestone approaches as if it'll receive a shock for getting too close. But despite this frustrating market action, some previously beaten-down sectors are breaking out, and many ‘old economy' stocks are hitting fresh all-time highs as capital rotates out of pricey tech stocks....
MarketBeat - 2/14/2026 9:08:37 AM
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Billionaire George Soros has long been a controversial investor....
24/7 Wall Street - 2/14/2026 9:08:21 AM
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The Motley Fool - 2/14/2026 8:45:00 AM
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If you want exposure to growing companies without paying the premium valuations that often come with pure growth funds, Invesco S&P 500 GARP ETF (NYSEARCA:SPGP) offers a middle path....
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Shares of Nebius Group (NASDAQ:NBIS) surged 14% in the past week, rebounding from a sharp 20% decline....
24/7 Wall Street - 2/14/2026 9:02:08 AM
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Applied Materials jumps on 20% growth guidance as AI fab equipment demand accelerates. Strong 2nm and GAA innovation positions AMAT at semiconductor manufacturing's leading edge. Reshoring and U.S. fab expansion may create sustained equipment tailwinds....
Seeking Alpha - 2/14/2026 9:00:00 AM
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VGMS: This New Low-Cost Active Bond ETF Is Growing...
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A judge has declared a mistrial in the trial of five current and former Stanford University students charged after pro-Palestinian protests in 2024....
AP News - 2/14/2026 1:53:00 AM
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Maintaining Nebius Group N.V. as a buy, supported by robust Q4 results and accelerated capacity expansion targeting hyperscaler demand. The AI boom isn't stopping anytime soon. NBIS raised contracted power guidance to over 3GW, securing major clients like Meta and Microsoft, with deliveries ramping through 2026–2027. Higher-margin software and platform layers will be crucial in helping NBIS to improve its ability to scale more profitably over time. Nebius is already making solid progress....
Seeking Alpha - 2/14/2026 8:48:34 AM
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Brookfield Renewable's shares are up more than 14% so far this year. The company just raised its quarterly dividend by 5%....
The Motley Fool - 2/14/2026 8:31:00 AM
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Unity stock has tumbled twice recently, first after Google's Project Genie Reveal, and then after a disappointing earnings report. Project Genie is impressive, but it won't replace video game engines....
The Motley Fool - 2/14/2026 8:19:00 AM
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24/7 Wall Street - 2/14/2026 8:45:18 AM
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Telkom Indonesia is rated a buy, trading at an attractive valuation with a solid ~6% yield and strong long-term tailwinds. TLK's strategic pivot includes spinning off assets, optimizing its portfolio, and expanding aggressively into data centers for future growth. Despite a slight revenue contraction, TLK maintains a robust EBITDA margin of ~50% and disciplined CAPEX, supporting healthy free cash flow and dividends....
Seeking Alpha - 2/14/2026 8:32:50 AM
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LOS ANGELES--(BUSINESS WIRE)--Kyndryl Holdings, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – KD....
Business Wire - 2/14/2026 8:30:00 AM
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Kraft Heinz paused plans to split into two companies, which was aimed at unlocking value despite near-term volatility and Berkshire's planned exit. The split targeted operational focus: Global Taste Elevation Co. (sauces, spreads) and North American Grocery Co. (staples), with both maintaining strong cash flow. KHC's financials remain pressured by inflation and tariffs, with 2026 guidance expecting negative organic net sales and a 21.5% EPS drop from 2025....
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SanDisk ( NASDAQ:SNDK ) has delivered one of 2026's most explosive rallies, surging 163% year-to-date to $626.56 on Friday....
24/7 Wall Street - 2/14/2026 8:29:20 AM
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Pacific Biosciences of California, Inc. (PACB) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/14/2026 8:27:45 AM
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Micron Technology has been on a red-hot run on the stock market in recent months, and it continues to trade at an attractive valuation. However, there's another memory company that's growing at a significantly faster pace, and its valuation is almost in line with Micron's....
The Motley Fool - 2/14/2026 8:15:00 AM
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Energy Transfer's high-yielding distribution is on a rock-solid foundation. The MLP plans to continue growing its payout by 3% to 5% per year....
The Motley Fool - 2/14/2026 8:07:00 AM
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ASEAN's dividend opportunity is underpinned by diverse and evolving market characteristics. The FTSE ASEAN Index, which captures the large- and mid-cap companies listed in the five ASEAN markets - Singapore, Malaysia, Indonesia, Thailand and Philippines - has delivered a 10-year average dividend yield of 3.57%. Across multiple market cycles over the past 25 years, a back-test of the FTSE ASEAN ex REITs Target Dividend Index's strategy showed notable resilience during market downturns and lower overall volatility compared with the broader ASEAN market....
Seeking Alpha - 2/14/2026 8:05:00 AM
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Accenture just paid shareholders $1.63 per share on February 13, 2026, marking the latest installment in a 20+ year streak of consecutive annual dividend increases....
24/7 Wall Street - 2/14/2026 8:01:53 AM
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GE Vernova (NYSE:GEV) surged another 2.95% this week, closing at $802.13 on Friday....
24/7 Wall Street - 2/14/2026 7:49:18 AM
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against BellRing Brands, Inc. (NYSE: BRBR) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in BellRing, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/bellring-brands-inc-class-action-lawsuit....
Newsfile Corp - 2/14/2026 7:47:00 AM
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Plug Power Inc. (NASDAQ: PLUG) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Plug Power, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/plug-power-class-action-lawsuit....
Newsfile Corp - 2/14/2026 7:47:00 AM
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Palo Alto Networks is set to report earnings after the closing bell Tuesday, with traders anticipating a big move from the cybersecurity firm's stock in the wake of the results....
Investopedia - 2/14/2026 7:46:39 AM
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Kyndryl Holdings, Inc. (NYSE: KD) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Kyndryl, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/kyndryl-holdings-class-action-lawsuit....
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Hub Group Inc. (NASDAQ: HUBG) for potential violations of the federal securities laws. If you invested in Hub Group, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/hub-group-class-action-lawsuit....
Newsfile Corp - 2/14/2026 7:46:00 AM
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Newsfile Corp - 2/14/2026 7:46:00 AM
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against Ardent Health, Inc. (NYSE: ARDT) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Ardent Health, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit....
Newsfile Corp - 2/14/2026 7:46:00 AM
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/fermi-inc-class-action-lawsuit....
Newsfile Corp - 2/14/2026 7:46:00 AM
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This exchange-traded fund, with $1.5 trillion in assets under management, has heavy exposure to the tech sector. With a low expense ratio of 0.03%, investors get to keep more of their money over time....
The Motley Fool - 2/14/2026 7:45:00 AM
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Astera Labs is central to the AI infrastructure shift, enabling critical rack-level connectivity as hyperscaler capex accelerates. ALAB's multi-product ramp, including Scorpio and optical solutions, positions it as a strategic control point for rack-scale AI systems. Despite trading at a significant valuation premium, I reiterate a strong buy rating due to ALAB's expanding addressable market and unique platform role....
Seeking Alpha - 2/14/2026 7:40:17 AM
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Waste Connections delivered robust 2025 results, with strong revenue growth, expanding margins, and disciplined M&A execution despite volume headwinds. WCN expects 2026 organic solid waste growth of 3.5-4.0%, EBITDA margins expanding 30-40 bps, and double-digit free cash flow growth, underpinned by pricing and efficiency gains. AI-driven initiatives and a sizable M&A pipeline position WCN for continued long-term growth, capital returns, and margin expansion....
Seeking Alpha - 2/14/2026 7:33:28 AM
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New York, New York--(Newsfile Corp. - February 14, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Oracle Corporation (NYSE: ORCL) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Oracle, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/oracle-class-action-lawsuit....
Newsfile Corp - 2/14/2026 7:18:00 AM
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Galaxy Digital Inc. (GLXY) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/14/2026 7:17:44 AM
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PepsiCo is raising its dividend by another 4% this year. It's extending its dividend growth streak to 54 consecutive years....
The Motley Fool - 2/14/2026 7:06:00 AM
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Enbridge is upgraded to strong buy, driven by robust Q4 earnings, operational excellence, and a reinforced North American energy infrastructure leadership position. ENB delivered 17% adjusted earnings growth, beat estimates, and raised its dividend for the 31st consecutive year, reflecting management's confidence in future cash flows. The company boasts a record-high $39B secured capital backlog, diversified growth across all segments, and over 80% of EBITDA protected from inflation....
Seeking Alpha - 2/14/2026 7:01:56 AM
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Nvidia CEO Jensen Huang will not be travelling to India next week for a India AI Impact Summit, which global technology industry and political leaders are likely to attend, the company said on Saturday....
Reuters - 2/14/2026 7:01:53 AM
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Brinker International maintains a buy rating with a revised target price of $187, reflecting 15% upside after strong Q2 results and outperformance versus expectations. Chili's drives robust growth, with an 8.6% comparable sales increase balanced between pricing, guest count, and higher average spend; Maggiano's underperformance remains a drag. Management raised 2026 guidance for revenue and EPS, expects capex moderation, and continues aggressive share buybacks, supporting EPS growth....
Seeking Alpha - 2/14/2026 6:50:24 AM
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Brookfield Corporation delivered strong earnings growth and shareholder returns in 2025. The company is benefitting from its thematic investment approach....
The Motley Fool - 2/14/2026 6:45:00 AM
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Spotify's CEO says the company's best developers are exclusively using AI to write code. Gustav Söderström said AI generates the code and the engineers "supervise" it....
Business Insider - 2/14/2026 6:31:01 AM
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GFL Environmental is transitioning from aggressive growth to a high-quality, pure-play solid waste compounder with significant catalysts ahead. GFL's strategic focus includes deleveraging, achieving investment-grade credit, and S&P 500 inclusion, supported by divestitures and a major share buyback. Trading at 13.6x EV/EBITDA, GFL offers a 14% discount to peers and 26% to its historical average, with strong FCF growth and improved leverage....
Seeking Alpha - 2/14/2026 6:26:18 AM
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Investors are fearful of Uber Technologies' slowing growth and upcoming spending on autonomous vehicles. This, however, is exactly where the company needs to invest....
The Motley Fool - 2/14/2026 6:25:00 AM
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Companies come to CoreWeave for something they need a lot of right now: capacity for AI workloads. The tech player has seen revenue soar in the triple digits quarter after quarter....
The Motley Fool - 2/14/2026 6:15:00 AM
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The meteoric rise of artificial intelligence, which once propelled markets to record highs, has hit a wall of skepticism. In early February 2026, a sharp sell-off rippled through global exchanges as the narrative shifted from “AI as a savior” to “AI as a disruptor....
Invezz - 2/14/2026 6:15:00 AM
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The U.S. DSCA notified Congress of $22.5 billion in pending weapons sales last month. Lockheed Martin and Boeing were the month's biggest winners....
The Motley Fool - 2/14/2026 6:05:00 AM
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Nvidia and Broadcom are each seeing huge demand for their computing equipment. Taiwan Semiconductor is the primary chip supplier for artificial intelligence (AI) hardware components....
The Motley Fool - 2/14/2026 6:00:00 AM
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Walmart is rated a long-term 'Buy', supported by resilient cash flows, omnichannel execution, and defensive market positioning. Leadership transition to John Furner ensures strategic continuity and reduces execution risk, reinforcing WMT's durability as a compounder. WMT trades at a premium to peers, justified by its scale, brand strength, and stable margin outlook despite a low-growth retail environment....
Seeking Alpha - 2/14/2026 5:17:40 AM
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Nvidia dominates the market for data center accelerators, but the company also has a booming networking business. In recent years, Wall Street analysts have consistently underestimated how much hyperscalers will spend on AI infrastructure....
The Motley Fool - 2/14/2026 5:12:00 AM
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I upgrade Qfin Holdings from Hold to Buy, targeting a 61% upside on deep undervaluation and a robust 9%+ dividend yield. QFIN trades at 0.60x price/book versus a 1.59x all-time historical average and 1.19x the 5-year average. The sector median stands at 1.34x. Despite macro headwinds and flat loan facilitation, QFIN demonstrates resilience with steady user growth and disciplined cost management....
Seeking Alpha - 2/14/2026 5:11:45 AM
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Palantir has been one of the most successful growth stories of the AI boom so far. Commercial and government customers have rushed to the software company, driving revenue higher....
The Motley Fool - 2/14/2026 5:10:00 AM
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Federal Home Loan Mortgage, also known as Freddie Mac, has been in government conservatorship since 2008. Freddie Mac serves as a key source of liquidity for the mortgage market....
The Motley Fool - 2/14/2026 5:05:00 AM
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Wärtsilä Oyj Abp (WRTBY) Shareholder/Analyst Call Transcript...
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Nebius delivered record Q4'25 results, with revenues surging 547% Y/Y to $227.7M and strong EBITDA expansion. NBIS benefits from preferred Nvidia partnership status, positioning it to exploit upcoming GPU upgrade cycles and accelerating AI-driven CapEx trends. CapEx trends are intact, and projections call for more than $600B in investment spending, benefiting Nebius' expanding data center footprint....
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Kering SA (PPRUY) Q4 2025 Earnings Call Transcript...
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Forvis Mazars Wealth Advisors LLC lifted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,760 shares of the software giant's stock after buying an additional 1,943...
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Birch Financial Group LLC raised its stake in NVIDIA Corporation (NASDAQ: NVDA) by 34.0% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,735 shares of the computer hardware maker's stock after acquiring an additional 3,234 shares during the quarter. NVIDIA...
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Envestnet Asset Management Inc. cut its holdings in Kraft Heinz Company (NASDAQ: KHC) by 42.2% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 867,115 shares of the company's stock after selling 633,658 shares during the period. Envestnet Asset Management Inc....
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Envestnet Portfolio Solutions Inc. lifted its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 2.0% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,205,817 shares of the computer hardware maker's stock after acquiring an additional 23,507...
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Envestnet Asset Management Inc. grew its stake in shares of Roku, Inc. (NASDAQ: ROKU) by 29.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 226,867 shares of the company's stock after acquiring an additional 52,071 shares during the quarter. Envestnet Asset Management...
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Envestnet Asset Management Inc. grew its stake in APi Group Corporation (NYSE: APG) by 48.6% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 674,203 shares of the company's stock after purchasing an additional 220,551 shares during the quarter. Envestnet...
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Envestnet Asset Management Inc. raised its position in shares of Ingersoll Rand Inc. (NYSE: IR) by 3.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 282,175 shares of the industrial products company's stock after acquiring an additional 10,062 shares during...
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Envestnet Asset Management Inc. trimmed its stake in shares of DTE Energy Company (NYSE: DTE) by 3.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 168,055 shares of the utilities provider's stock after selling 5,812 shares during...
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Bessemer Group Inc. trimmed its holdings in Interparfums, Inc. (NASDAQ: IPAR) by 99.2% in the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 1,552 shares of the company's stock after selling 185,793 shares during the quarter. Bessemer Group Inc.'s holdings in Interparfums were worth $153,000 at...
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Envestnet Asset Management Inc. lifted its position in FT Vest Rising Dividend Achievers Target Income ETF (BATS: RDVI) by 50.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 923,088 shares of the company's stock after purchasing an additional...
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Envestnet Asset Management Inc. grew its position in shares of FT Vest Gold Strategy Target Income ETF (BATS: IGLD) by 217.6% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,023,577 shares of the company's stock after buying an...
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Envestnet Asset Management Inc. increased its position in shares of iShares Bloomberg Roll Select Commodity Strategy ETF (NYSEARCA:CMDY) by 16.0% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 405,624 shares of the company's stock after purchasing an additional 55,861 shares...
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Envestnet Asset Management Inc. raised its stake in shares of UMB Financial Corporation (NASDAQ: UMBF) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 182,721 shares of the bank's stock after purchasing an additional 4,589 shares during the quarter....
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Envestnet Asset Management Inc. raised its holdings in shares of OSI Systems, Inc. (NASDAQ: OSIS) by 5.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 94,574 shares of the technology company's stock after purchasing an additional 5,240...
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Envestnet Asset Management Inc. decreased its holdings in shares of Brookfield Asset Management Ltd. (NYSE: BAM) (TSE: BAM.A) by 5.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 408,303 shares of the financial services provider's stock after selling 21,778 shares...
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Envestnet Asset Management Inc. grew its position in shares of Toast, Inc. (NYSE: TOST) by 37.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 617,810 shares of the company's stock after purchasing an additional 168,039 shares during the period....
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Envestnet Asset Management Inc. lifted its position in Annaly Capital Management Inc (NYSE: NLY) by 8.8% in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,176,685 shares of the real estate investment trust's stock after acquiring an additional 95,201 shares during the...
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Rose's Income Garden portfolio features 75 dividend payers, 47+ with investment-grade S&P ratings and a 6.09% forward yield. Eight quality, high-yield stocks (4.7%-10%) are highlighted, with detailed valuation, yield, and buy/hold/trim recommendations. Several names, including ARCC, VICI, and KMB, are near fair or undervalued levels, while MO, BTI, and WPC are seen as ones to watch and hold....
Seeking Alpha - 2/14/2026 4:33:34 AM
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Primaris Real Estate Investment Trust (PMZ.UN:CA) Q4 2025 Earnings Call Transcript...
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Koç Holding A.S. (KHOLY) Q4 2025 Earnings Call Transcript...
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The goal of stock investing is to beat a passive index. Amazon's sales and profit have been growing....
The Motley Fool - 2/14/2026 4:25:00 AM
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