Intel Stock Has Absolutely Skyrocketed. Here's What Is Going On — and Why I Think the Stock May Be Overbought.

Russ Cohen

Key Points Intel stock has more than quadrupled over the past 12 months. Recent quarterly results showed an accelerating data center business and significant margin expansion. But some metrics suggest the stock’s run-up may have gone too far. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) have skyrocketed over the … Read more

The Backlash to “Train Your Replacement” Begins

Russ Cohen

Listen to the audio version of this article (generated by AI). The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull run… Eric Fry with where the smart money goes now… make money before 2028 The layoff itself wasn’t all … Read more

Market News

Copper, the AI Gold Rush, and 12 Stocks to Avoid

Russ Cohen

Listen to the audio version of this article (generated by AI). Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about Editor’s Note:🔊 Prefer to listen? Tap the play button above to hear today’s Digest. One of Eric Fry’s favorite ways to play the … Read more

Market News

Norwegian Cruise Line Cuts Outlook as Headwinds Build

Russ Cohen

It’s been rough seas for , and it’s unlikely to be smooth sailing anytime soon. After reporting mixed first-quarter results Monday morning, the company slashed its outlook, citing mounting headwinds ahead. The cruise company has been taking steps to address internal missteps that have weighed on results over the past few years. While progress is … Read more