AI Stocks Are Stuck – and Not Because of Earnings

Russ Cohen

Listen to the audio version of this article (generated by AI). The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields fall, ask why… follow the earnings, not the multiple… how to invest in this market For nearly four months, … Read more

Ford Goes All In on Bronco With Massive Portfolio Refresh Planned

Russ Cohen

Key Points As Ford pulls back on EV ambitions, it plans a large overhaul of North American product. Bronco and Mustang will get some unique variations as consumer favorites. Ford is also strategizing ways to make more affordable models as average new car prices rise. 10 stocks we like better than Ford Motor Company › … Read more

Market News

The Mispriced Winner of the AI Boom

Russ Cohen

Listen to the audio version of this article (generated by AI). Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke Lango is hunting One week ago, Nvidia (NVDA) delivered a blowout earnings report, punctuated by guidance calling for another … Read more