When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Cloudflare (NET) before we … Read more
S&P 500: Strong Earnings Support the Market, but a Reset Still Looks Likely
Russ Cohen
Earnings are strong, but the market setup is deteriorating as AI capex is pressuring free cash flow, Mag 7 leadership is no longer one-way, equity supply is rising, and midterm seasonality creates a window for a sentiment reset. Earnings support the index. S&P 500 profits grew about 28% in the latest reporting season, the strongest … Read more
Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.
Russ Cohen
Why one of the market’s most volatile trades might still have room to run… and how to know when it doesn’t Listen to the audio version of this article (generated by AI). If you’ve ever read George Washington’s journal entries, they’re about as dry as the wheat Washington farmed at Mount Vernon. But they provide … Read more
Cathie Wood Goes Bargain Hunting as AI Stocks Decline: 3 Stocks She Just Bought
Key Points When investors look for innovative companies, they may turn to Cathie Wood for inspiration. The chief executive officer of Ark Invest is a specialist in this area, aiming to invest in tomorrow’s technology winners today. Wood loves uncovering companies with big dreams and cutting-edge methods of accomplishing those dreams. And this top investor … Read more
Has Stock Market Exuberance Become Irrational?
The second quarter is winding down, and what a quarter it has been with the up 12.6% quarter to date, while the and are both up over 20%. Despite some twists and turns, the path of least resistance for stocks broadly remained up and to the right for much of the last three months. The … Read more
The Most Important Lesson From the SpaceX IPO
I’ve been at this for 47 years. Here’s what I see that most investors are missing. Listen to the audio version of this article (generated by AI). There are some stories that can’t help but make you proud to be an American. Victor Glover is one of them. Glover is a Navy captain, test pilot, … Read more