Stock market investment data and analysis finance graph. Business financial chart with moving up arrow graphgettyMy Long Idea this week features a rather unknown stock in an overlooked corner of the technology sector, where I see strong growth, market share expansion, long-term demand and major profit potential – all while making the world safer.And, let’s face it. We need a safer world more than ever these days…In any market, it’s very difficult to find good companies making money by making the world safer ...

Industry Overview - The global iGaming industry, which includes online casinos, sports betting, and digital gaming platforms, is rapidly growing and has become mainstream in markets like the United States, Canada, and Europe as regulators open new jurisdictions and consumer demand for mobile entertainment increases [1][2] Market Projections - The global online gambling market is projected to exceed $153 billion by 2030, with a compound annual growth rate of 11.9% [2] Software Providers - The rise of smartphones, secure payment solutions, and legalized online betting frameworks has created opportunities for software providers, which are essential for building and maintaining the platforms and compliance tools necessary for iGaming [2][3] Institutional Investment Trends - Hedge funds have been increasing their investments in iGaming software developers and data analytics firms, betting on the digital backbone of the industry to provide steadier margins and higher scalability compared to consumer-facing operators [3][6] Technological Transformation - The convergence of AI, cloud computing, and big data is transforming operations in online casinos and sportsbooks, enhancing user experience and profitability through personalized odds and real-time risk management [4] Competitive Landscape - The emergence of white-label solutions and modular gaming systems allows smaller brands to compete effectively with established names by utilizing third-party software, presenting investment opportunities in high-margin growth through technology vendors [5] Hedge Fund Sentiment - Research indicates that hedge funds are selectively increasing their exposure to publicly traded iGaming software companies, particularly those with strong B2B relationships and recurring revenue models, positioning them to benefit from the expansion of legalized iGaming in North America, Europe, and emerging markets [6]

It's the best of times for Jamie Dimon. JPMorgan's stock has lapped the S&P 500 Index this year. (Photo by Mark Wilson/Getty Images)Getty Images“I want to make it really clear, OK? We’re not going to buy back a lot of stock at these prices,” said billionaire JPMorgan Chase CEO Jamie Dimon during the bank’s annual meeting in May of 2024. “Buying back stock of a financial company greatly in excess of two times tangible book is a mistake. We aren’t going to do it.”At the time, JPMorgan’s shares traded at 2.4 t ...

Key Points In September, Nvidia made a $5 billion investment in Intel stock. By partnering with Intel, Nvidia seeks to level up its AI chip capabilities. Nvidia recognizes data centers require upgrades to meet the demands of AI systems. 10 stocks we like better than Nvidia › When Nvidia (NASDAQ: NVDA), was getting started in the 1990s, Intel (NASDAQ: INTC) was dominating the semiconductor chip industry. Now, the fortunes of these companies have flipped. Today, it's Nvidia that's dominating, thank ...

Oracle (ORCL) stock slid Tuesday following a report that the company has slim profit margins on AI cloud computing compared to the rest of its business. AI bullishness and cloud growth has been key to Oracle stock's rally over the past 12 months. Oracle collected roughly $900 million in revenue but only $125 million in gross profit from renting cloud-based servers with Nvidia (NVDA) chips to other businesses during its August-ended quarter, according to a report from The Information, which cited internal do ...

Key Takeaways Prologis' global warehouses in key markets continue to drive healthy operating performance.The company plans $1-$1.25B in acquisitions and up to $2.75B in 2025 development starts.Higher interest expenses and cautious tenants amid uncertainty could limit near-term gains.Prologis (PLD) is poised to gain from its scale and strategically located modern distribution facilities in key markets globally. Prudent buyouts, development and a healthy balance sheet will drive growth. The company is also co ...

A few years ago, moving to the cloud was seen as a smart IT upgrade. Today? It’s a full-blown business imperative. As digital innovation continues to reshape how companies build, scale, and compete, entrepreneurs who treat cloud as a strategic growth enabler — not merely a storage solution — are coming out ahead. Statista found that cloud infrastructure revenues soared to $330 billion in 2024, a humongous jump from $50 billion in 2017. The train isn’t slowing down soon, either. With the growing hype around ...

A Mizuho analyst thinks Wall Street is overreacting to the idea that Microsoft's cloud unit could lose OpenAI business down the road. ...

Key Takeaways Jabil's Q4 sales rose to $8.3B from $6.96B, beating estimates with broad-based end-market growth.Non-GAAP EPS climbed to $3.29, surpassing $2.95 consensus, driven by strong top-line expansion.AI-driven optical modules with Intel and healthcare strength highlight JBL's growth opportunities.Jabil, Inc. (JBL) reported strong fourth-quarter fiscal 2025 results, with both bottom and top lines surpassing the Zacks Consensus Estimate. The company reported a top-line expansion year over year, driven b ...

The U.S. stock market brushed aside worries over a potential government shutdown and advanced on Tuesday. The Dow Jones Industrial Average gained nearly 0.2% to 46,397.89, the S&P 500 climbed about 0.4% to 6,688.46, and the Nasdaq rose 0.3% to 22,660.These are the top stocks that gained the attention of retail traders and investors throughout the day:Lithium Americas Corp (NYSE:LAC)Lithium Americas’ stock dipped 0.52% to close at $5.71, with an intraday high of $6.38 and a low of $5.23. The stock’s 52-week ...