Key Points Ackman’s hedge fund already owns Alphabet, Amazon, and Meta. These three stocks alone made up over 39% of Pershing Square Capital Management’s portfolio at the end of 2025. In February, Ackman said he and his team capitalized on another great opportunity to buy a “Magnificent Seven” stock at a discount. 10 stocks we … Read more

Better Super Semiconductor Stock: Advanced Micro Devices (AMD) or Broadcom?

Russ Cohen

Key Points The artificial intelligence (AI) boom is driving incredible demand for specialized data center chips, which is benefiting Advanced Micro Devices (AMD) and Broadcom. Both AMD and Broadcom are producing accelerating revenue growth in their AI hardware businesses, and that momentum is expected to continue. Shares of AMD and Broadcom are soaring, but picking … Read more

NeurAxis Stock Gains Post Q1 Earnings, Revenues and Margin Surge Y/Y

Russ Cohen

Shares of NeurAxis, Inc. NRXS have gained 2.5% since the company reported earnings for the quarter ended March 31, 2026, outperforming the S&P 500 Index’s 1.3% increase over the same period. Over the past month, the stock advanced 13.5%, also ahead of the S&P 500’s 7.3% rise. NeurAxis’ Earnings Snapshot NeurAxis reported first-quarter 2026 revenues … Read more

Market News

Chip Stocks Priced in a Deal, but Beijing Didn’t Deliver

Russ Cohen

Global semiconductor equities retreated on Friday after the Trump-Xi Beijing summit concluded without a formal agreement on Nvidia chip exports to China, unwinding a rally that had priced in a specific diplomatic outcome. The immediate mechanism is valuation rather than a change in the AI demand thesis: U.S. export authorization for the H200 existed before … Read more