Colgate-Palmolive Company CL strengthened its 2026 profit outlook after a second-quarter earnings beat and 140-basis-point gross-margin expansion. Base Business EPS rose 8%, while organic sales growth reflected contributions from both volume and pricing. The update shifts attention to durability. Management is raising the earnings and margin view while keeping advertising elevated, but higher second-half raw-material … Read more
Bill Ackman Is Buying Netflix. Should Investors Load Up, Too?
Russ Cohen
Key Points Bill Ackman and his hedge fund, Pershing Square Capital Management, recently disclosed that it increased its stake in Netflix (NASDAQ: NFLX). The last time Ackman’s funds owned Netflix, all the way back in 2022, the position was exited at a hefty loss. The new thesis is simple: Netflix is officially the champion of … Read more
Here’s What NVIDIA’s $500 Billion “Checkmate” Means for Investors
Russ Cohen
Listen to the audio version of this article (generated by AI). Editor’s Note: Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. Although I don’t currently recommend the stock, there’s still plenty to learn from CEO Jensen Huang’s strategy. That is why my InvestorPlace colleague Louis Navellier is joining … Read more
SPOT Gains 12.5% in a Month as Growth Strength Meets Valuation Risk
Spotify Technology S.A. SPOT shares have gained 12.5% over the past four weeks, renewing attention on whether improving operating performance can support further upside. A record gross margin, subscriber growth and better monetization strengthen the fundamental case. Still, a premium valuation, softer estimate revisions and planned reinvestment leave little room for execution slippage. SPOT’s Profit … Read more
That AI Breakthrough That Is Still Coming
Listen to the audio version of this article (generated by AI). Don’t make this mistake when investing in the AI Revolution Can you guess which technology this quote from The Washington Post refers to? “The discovery and perfection of XXX is so important, so revolutionizing and so far-reaching in its effects that we need the … Read more
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
Listen to the audio version of this article (generated by AI). Hall of Fame coach Gregg Popovich had an unusual problem during the later years of Tim Duncan’s career. Duncan was still one of the greatest basketball players in the world. But he was getting older. The two had already won four championships together. And … Read more