AI valuation concerns and rising costs are driving broad weakness across global technology stocks. Higher interest rate expectations are increasing pressure on capital-intensive AI investment themes. Nasdaq 100 remains under pressure, with 29,000 emerging as a key technical support level. Technology stocks remained under pressure on Friday, extending a sell-off that has spread from Wall … Read more
These Landlords Pay Up to 17.1% – Will Those Dividends Survive the Fed?
Russ Cohen
We should avoid REITs right now because the Fed talks tough about raising rates. Or we should buy REITs right now because the Fed’s worries are overblown. Which is true? Well, it depends. Let’s talk about our beloved real estate investment trusts, or REITs, which we favor as retirement-focused investors. REITs must dish most of … Read more
2 High-Growth AI Stocks I'd Be Buying Instead of SpaceX
Russ Cohen
Key Points Space Exploration Technologies (NASDAQ: SPCX) — otherwise known as SpaceX — has caught investors’ imagination after a hot initial public offering (IPO) and promises of huge revenue figures in a few years. While its internet satellite business, StarLink, is currently its biggest source of profit, SpaceX is trying to position itself as the … Read more
Oracle's Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
Oracle’s ORCL rapidly expanding contract backlog is enhancing visibility into its long-term revenue growth. The company ended fiscal 2026 with a record $638 billion in Remaining Performance Obligations (RPO), including an $85 billion sequential increase, reflecting strong customer demand for its AI cloud infrastructure and enterprise applications. Much of the backlog stems from large AI … Read more
Why KB Home Could Reward Patient Investors Later
is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret. The market has had ample opportunity to adjust to the reality that interest rates will remain elevated … Read more
The AI Winning the Most Money Isn’t the One You’re Thinking Of
The most profitable AI applications aren’t chatbots – and the stocks benefiting from them are hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at … Read more