1 Stock to Buy for the AI Revolution

Russ Cohen

Listen to the audio version of this article (generated by AI). Tom Yeung here, with your Sunday Digest. Over the past several months, the most common question we’ve heard is this: Is it too late to buy AI stocks? You would be right to wonder. After all, most AI stock charts now look something like … Read more

Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative

Russ Cohen

Revenue, capacity expansion, and infrastructure orders are showing that real demand is starting to justify the spending Listen to the audio version of this article (generated by AI). Editor’s note: “Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative” was previously published in July 2026 with the title “The AI Capex Bear Case Just … Read more

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Lumentum’s 680% Run Created a New Portfolio Problem

Russ Cohen

Listen to the audio version of this article (generated by AI). Lumentum (LITE) just gave investors exactly what they want from a long-term winner: another reason to keep holding. The optical-networking company just reported roughly $1.01 billion in quarterly revenue, more than double what it generated a year ago. Adjusted earnings jumped to $3.23 per … Read more

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This Dividend Aristocrat Posted Record Quarterly Results

Russ Cohen

Everybody loves dividends, as they provide a passive income stream, limit drawdowns in other positions, and provide more than one way to profit from an investment. And when considering dividend-paying stocks, those with a history of boosting their payout are prime considerations, reflecting their commitment to increasingly rewarding shareholders. And when it comes to a … Read more