The Walt Disney Company DIS is strengthening its international streaming business, creating a potential path to challenge Netflix NFLX and Amazon AMZN through local content, improved engagement and a broader Disney+ ecosystem. Disney’s early international programming results are encouraging, with Rivals Season 2 becoming the biggest EMEA original premiere in the U.K. and Ireland, while … Read more
Here’s Who Wins When AI Infrastructure Gets Cheap
Russ Cohen
The dot-com bust created a surprising class of winners. Here’s why AI could be setting up the same opportunity today. Listen to the audio version of this article (generated by AI). Hello, Reader. The AI boom is still pouring billions of dollars into infrastructure, but the economics of that infrastructure are already changing. Companies are … Read more
4 Dividend-Friendly Auto Stocks to Weather the Industry Challenges
Russ Cohen
The auto industry faces a challenging road ahead. At its September meeting, the Federal Reserve raised the federal funds rate by 25 basis points to 3.75-4%, its first hike since 2023, as persistent inflation remains a concern. Higher borrowing costs could further strain consumers and businesses, weighing on demand in the highly cyclical auto sector. … Read more
The Small-Cap Comeback May Be Earlier Than It Looks
Faster earnings growth, historically low valuations and years of underperformance could give these stocks plenty of room to run Listen to the audio version of this article (generated by AI). Editor’s Note: Every year, NFL teams spend months studying the next class of potential stars. They watch the film, pore over the numbers, and interview … Read more
4 No-Brainer ETFs I'm Buying if the Stock Market Crashes in 2026
Key Points Is the stock market going to crash in 2026? No one can know for sure, but there’s ample reason to think it’s far from unlikely. For example, the S&P 500 index of America’s 500 biggest companies was recently sporting a Shiller Cyclically Adjusted Price-to-Earnings (CAPE) ratio of 41.6. That ratio has been rising, … Read more
Nvidia Would Have to Add Almost a Whole Broadcom to Reach $7 Trillion
Key Points Nvidia’s market value is roughly $5.45 trillion as of this writing, leaving a gap of roughly $1.55 trillion to $7 trillion. Nvidia’s own outlook calls for revenue to climb around 70% in fiscal 2028, limited by how many chips it can supply. At $7 trillion, Nvidia would cost around 18 times its forecast … Read more