Articles authored by blakeanderson

Nvidia released its latest earnings report after market close on Wednesday, delivering results that largely met expectations. Despite increased volatility in the stock recently, which included a record one-day market cap loss, the company’s fundamentals appear strong, customer demand remains robust. While investors can never know with certainty how the future unfolds, Nvidia’s latest results …

Mid-Cap stocks have had a strong start to 2025. The iShares Russell Mid-Cap Growth ETF (trading under IWP) has outperformed both the S&P 500 and the Nasdaq 100 ETFs so far this year. In fact, the recent surge in this index is reaching historical levels, with concentration in the index at a decade-high. This heightened …

Investors digested results from six of the ‘Magnificent 7’ in the past two weeks. After A Magnificent Year, it is time for the companies to deliver the rise in earnings to support their lofty stock prices. Unfortunately, only one company, Meta Platforms, shows positive performance since reporting. This stock price performance for the group reflects …

Project Stargate was announced on January 21st, 2025. According to OpenAI, one of the partners in the project, Stargate aims to “invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States.”1 The newly created company will have its work cut out for it. Artificial Intelligence (AI) research …

Technology stocks find themselves at a pivotal crossroads ahead of this earnings season. Price action and fundamentals are beginning to send mixed signals. Active equity investors are likely to scrutinize both the quarter’s results and full-year outlook for the sector’s constituents to assess whether forward estimates are attainable. The technology sector, as proxied by XLK …

The 2025 Consumer Electronics Show (“CES”) took place this past week. To say AI-focused products stole the spotlight would be an understatement – AI practically was the show. Leading the charge was Nvidia, with CEO Jensen Huang opening the conference to preview the company’s latest advancements. Other companies, such as Delta Airlines, displayed their AI …

The age-old debate between technology investors was on prime display in 2024. While both the semiconductor and software industries had stellar performance in 2024 relative to broader market-cap weighted indices, it was a tale of two halves. I’m reminded, often, how debates, such as ‘software or semis,’ surface throughout markets, but may often be distracting. …

2024 has seen continued outperformance from the ‘Magnificent 7’ group of stocks. Year to date through December 24th, an equal weight portfolio of these 7 stocks has returned 69.0% versus a gain of 26.5% for the S&P 500 (FactSet data). This year builds on years of outperformance for this group as an equal weight portfolio …

By Blake Anderson, CFA®, Senior Analyst, Investment OpenAI has recently expanded its suite of AI tools and adjusted its subscription offerings to cater to a diverse user base. The company, with a reported 500 million monthly active users, is taking bold steps to increase monetization of the company’s intelligence products while also adding capabilities. Their …

The iShares Expanded Technology Software Sector ETF (trading under IGV) has recorded a quarter-to-date gain of +21.5% as of Thursday’s close (FactSet data). The software-focused ETF is trouncing other broader ETFs over this period. It’s a welcome relief for software and technology-focused investors compared to earlier in the year, with the ETF seeing a gain …