While the crowd grows fearful, the real opportunity is just getting started. Listen to the audio version of this article (generated by AI). Hello, Reader. One of the world’s first motion pictures captured what is now an everyday sight. But in 1896, it might as well have been a horror film. L’Arrivée d’un train en … Read more
GM Up 14%, F Down 3% Since Q2 Earnings: Which Is the Better Buy Now?
Russ Cohen
U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks. So, the question is … Read more
The AI Trade Is Back On – Here’s Where to Look Next
Russ Cohen
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout… Few video games are easier to understand – or harder to master – than Tetris. It began as a simple program created by a Soviet engineer in 1984. Five years later, Nintendo put it in … Read more
Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?
Outside of Nvidia NVDA), Marvell Technology MRVL) will provide the semiconductor market’s most closely watched earnings report this week when it posts Q2 results after the closing bell on Thursday, August 27. Marvell has become a prime beneficiary of the AI infrastructure boom through custom AI silicon, optical interconnects, and Ethernet switching, with hyperscale relationships … Read more
Amazon Has Been Lagging the S&P 500 in 2026. This Is the Only Reason I'd Need to Buy the Stock in August Without Hesitation.
Key Points Amazon stock is trading at 21 times earnings. Other than a dip to 19 in June, it is Amazon’s lowest valuation in at least 10 years. The company has a whopping $496 billion in backlog contracts. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) stock has trailed the S&P 500 … Read more
How the AI Boom Ends
Listen to the audio version of this article (generated by AI). Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test Below is a chart that bears have been circulating recently. It shows AI token prices collapsing – roundtripping from a … Read more