Key Points If a bear market hits, it will likely be driven by indebted companies betting big on AI infrastructure. Oracle and CoreWeave both carry huge debt loads, making them vulnerable if AI spending slows. Berkshire Hathaway, with nearly $400 billion in cash, is built to not just survive a downturn but to capitalize on … Read more
More Traders Predict a Fed Hike. Don’t Bet On It
Russ Cohen
Listen to the audio version of this article (generated by AI). Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are backing up the truck on AI This morning, Minneapolis Federal Reserve President Neel Kashkari went full hawk: Corporate earnings are … Read more
3 Magnificent Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade
Russ Cohen
Key Points In the artificial intelligence (AI) investing world, the cloud computing providers are one of the primary beneficiaries. These are the companies spending hundreds of billions of dollars on data centers purpose-built for AI computing, but expect to make all of that money back — and more — as the computing capacity is rented … Read more
SpaceX Q2 Earnings Countdown: Can Starlink Keep Funding AI and Space?
Space Exploration Technologies SPCX, better known as SpaceX, will report second-quarter earnings tomorrow after the market closes. While Wall Street expects another quarter of strong revenue growth, investors will be looking beyond the headline numbers. The bigger question is whether Starlink’s growing cash flows can continue funding the company’s ambitious investments in AI infrastructure and … Read more
15% Of Israel Englander's $240 Billion Millennium Portfolio Sits in Just 10 Stocks
Key Points Warren Buffett once said, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” I suspect that one of his fellow billionaires might disagree. Israel “Izzy” Englander runs Millennium Management. The hedge fund’s portfolio includes a staggering 5,622 holdings. But that large number could be somewhat misleading. … Read more
Pre-Q2 Earnings: Is Shopify Stock a Portfolio Must-Have?
Shopify SHOP is set to report second-quarter 2026 results on Aug. 5. For the to-be-reported quarter, Shopify expects revenue growth in the high-20% range year over year. The Zacks Consensus Estimate for revenues is currently pegged at $3.43 billion, suggesting growth of 28.11% from the year-ago quarter’s reported figure. The consensus mark for earnings is … Read more