This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on pace for 49% YOY Q3 earnings growth. But it wasn’t … Read more
The Man Who Saved the Internet – And What Investors Can Learn
Russ Cohen
Last week’s internet emergency showed why businesses need better protection… and highlighted one cybersecurity stock worth a closer look. Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, the internet nearly broke. Organizations faced a difficult choice: Take their websites offline or risk leaving them open to attack. And … Read more
The AI Test Alphabet Just Failed
Russ Cohen
Listen to the audio version of this article (generated by AI). Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock election In yesterday’s Digest, we said last night’s earnings from Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) would show … Read more
Hasbro Upgraded, General Motors Downgraded: Updated Rankings on Top Blue-Chip Stocks
Are your holdings on the move? See my updated ratings for 129 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a … Read more
Anthropic Could Be the Next Amazon, and That’s the Problem
Even if the AI company becomes a spectacular success, its rumored IPO valuation could leave investors disappointed. Listen to the audio version of this article (generated by AI). Hello, Reader. Single-number roulette is one of the worst bets you can make in a casino. The player picks a number between 1 and 36 and hopes … Read more
As the AI Buildout Slows Down, Here’s What to Do Next
How “Data Center Alley” became a warning for the AI boom. Listen to the audio version of this article (generated by AI). Hello, Reader. Most of us know the story of Silicon Valley. In 1939, Bill Hewlett and Dave Packard started their electronics company in a garage in Palo Alto. That little operation helped give … Read more