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
What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
Listen to the audio version of this article (generated by AI). Most people who live in the city or suburbs don’t think twice about the price of diesel. Maybe they should. I can assure you, long-haul truckers pay attention to it. Farmers do, too. So do folks who work in construction. That’s because diesel fuels … Read more
AVEM, BABA, AU, NTES: ETF Inflow Alert
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
Prediction: Here's What a $5,000 Investment in SpaceX Stock Could Be Worth in 2031
Key Points SpaceX reported a 92% revenue increase in the 2026 second quarter, and Wall Street expects 137% growth next year. It has rocket-launching, satellite broadband, and AI businesses, but only satellite is profitable. SpaceX stock trades at a high price-to-sales multiple, and it isn’t likely to last too long. 10 stocks we like better … Read more