In a few days, the most anticipated IPO in history begins trading. Even people who have never bought a stock are talking about it. Before you join them, it is worth slowing down: what does actually do, and does it make money? What are you really paying for at a $1.77 trillion valuation? And what … Read more
Billionaire Ray Dalio Just Warned of an AI Bubble, but His Top Stock Holdings Are in These 6 AI Names
Russ Cohen
Key Points Despite saying companies are overspending on artificial intelligence (AI), Dalio has big investments in cloud providers Amazon, Alphabet, and Microsoft. Dalio is also heavily invested in top AI infrastructure players like Nvidia, Broadcom, and Micron. 10 stocks we like better than Nvidia › Billionaire investor Ray Dalio of Bridgewater Associates runs the largest … Read more
From Stock Repurchases to AI Capex: The New Playbook for Corporate Cash
Russ Cohen
Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come, prompting asset allocators to rethink strategy Record-breaking IPOs and ambitious tech capex plans put the onus on the corporate world to absorb new equity hitting … Read more
Semiconductor Index Outlook: Upside Target Reached, Correction Underway
In our May 26 update on the Semiconductor Index, we found, using the Elliott Wave Principle (EWP), that “Based on Fibonacci relationships between 1st, 3rd, and 5th waves, we expect the smaller, green 5th Wave (W-5) to reach $13,400-14,000. Thus, the larger (red) W-iii is rapidly approaching its end, as its 5th wave (green W-5) … Read more
2 Domestic Auto Giants Worth Holding Despite Industry Weakness
The Zacks Domestic Auto industry outlook appears muted. While vehicle sales have remained relatively resilient, industry volumes are expected to decline in 2026 as affordability challenges, high financing costs and economic uncertainty continue to weigh on demand. The EV market is also facing a slower-than-expected transition following the expiration of purchase incentives, creating another growth headwind … Read more
SaaSmageddon Isn’t Over. It’s Just on Pause.
Software stocks rallied 45% off the lows — and the stocks worth holding are not the ones leading the charge Listen to the audio version of this article (generated by AI). Two months ago, software stocks were in freefall. Today, they’re within striking distance of all-time highs. Same companies. Same AI threat. Completely different prices. … Read more