Key Points Some tech giants already have Anthropic stakes, which you can get exposure to by investing in those companies. The same brokers that offered pre-IPO SpaceX shares will likely offer pre-IPO Anthropic shares. Investors can follow where Anthropic is spending money to discover new opportunities. 10 stocks we like better than Alphabet › Anthropic … Read more

MRVL Rides on the AI Capex Wave: What's Ahead for Investors?

Russ Cohen

Marvell Technology MRVL is benefiting from several AI infrastructure growth engines, including custom silicon, interconnect, optics and Ethernet switching. Custom silicon has more than 20 multi-generational socket wins, supporting a broader pipeline beyond individual product cycles. MRVL expects custom revenues to grow more than 20% in fiscal 2027 and more than double in fiscal 2028. … Read more

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Russ Cohen

Key Points Nike’s turnaround is progressing at a sluggish pace. The current operating environment remains challenging, as Nike doesn’t have a clear path to return to growth. Alphabet replacing Verizon in the Dow makes Nike the lowest-weighted component. 10 stocks we like better than Nike › S&P Global (NYSE: SPGI) announced that Nike (NYSE: NKE) … Read more

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AVEM, BABA, AU, NTES: ETF Inflow Alert

Russ Cohen

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $444.6 million dollar inflow — that’s a 1.6% increase week over week in outstanding units (from 291,800,000 to 296,500,000). Among the largest … Read more