International Business Machines Corporation IBM experienced slower momentum in its Software business in the second quarter of 2026. Software revenues increased 5% year over year to $7.8 billion, but organic revenue growth was flat. The weakness was primarily in the Transaction Processing business. Revenues from this business declined 8% year over year. The company attributed … Read more

AI’s “Google Moment” May Still Be Ahead

Russ Cohen

Listen to the audio version of this article (generated by AI). Why ChatGPT May Have a Google Problem You probably didn’t notice a recent farewell note from a once-popular internet brand. I almost missed it myself. Go to Ask.com today and instead of a search box, you’ll find a simple message: “Every great search must … Read more

Netflix vs. Disney: Which Streaming Stock Has an Edge Right Now?

Russ Cohen

Netflix NFLX and Disney DIS sit atop the global streaming industry, together commanding hundreds of millions of subscribers and pouring billions into original content every single year. Both built that leadership from very different starting points, one a technology-first streaming pioneer, the other a century-old entertainment conglomerate now anchored around direct-to-consumer distribution. With both stocks … Read more

Market News

The Next AI Winners May Already Have All the AI They Need

Russ Cohen

While Wall Street worries about an AI slowdown, a new crop of companies is finding profitable ways to put today’s technology to work… Listen to the audio version of this article (generated by AI). Editor’s Note: There’s been a lot of noise around AI lately. As I explained in Tuesday’s Market 360, the latest concerns … Read more

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Warren Buffett Has More Than 50% of His Portfolio in These 3 Stocks. Which One Is the Best Buy Today?

Russ Cohen

Key Points Apple has a great compounding business, and the iPhone Duo could help spark growth. American Express’ close-loop systems and affluent customer base give it a big edge. Alphabet’s complete AI stack, distribution, and ad network are huge advantages. 10 stocks we like better than American Express › While he stepped down as CEO … Read more