The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI winners come from? The answer may lie beyond traditional AI infrastructure. … Read more
Buying Warner Bros. Discovery Today Isn't a Bet on Media. It's a Bet on 12 State Attorneys General.
Russ Cohen
Key Points Paramount Skydance has agreed to buy Warner Bros. Discovery for $31 per share in cash, an equity value of $81 billion. A federal judge has the merger frozen while 12 states pursue an antitrust challenge, and the deal can now stay open as late as June 1, 2027. If closing slips past Sept. … Read more
Cummins Q2 Earnings Miss Estimates on High Costs, Revenues Beat
Russ Cohen
Cummins Inc. CMI reported second-quarter 2026 adjusted earnings of $6.94 per share, which missed the Zacks Consensus Estimate of $7.33 by 5.3%. Higher incentive compensation, research and development spending, freight costs and product coverage expenses put pressure on profitability. Revenues increased 9.4% year over year to $9.46 billion and topped the consensus mark of $9.33 … Read more
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s crash in AI infrastructure stocks had a cause, a name, and a leverage ratio Listen to the audio version of this article (generated by AI). Does bad luck actually exist? Physicists have spent a century attempting to get to the bottom of this question. At the subatomic level, the universe looks like pure chaos. … Read more
IONQ Q2 Earnings Miss Estimates, Revenues Beat, Stock Rises
IonQ, Inc. IONQ reported an adjusted loss of 33 cents per share for the second quarter of 2026, wider than the year-ago loss of 8 cents. The figure missed the Zacks Consensus Estimate by 13.8%. Revenues surged 287% year over year to $80.1 million and topped the Zacks Consensus Estimate by 20.63%. Following the announcement yesterday, … Read more
ANET Jumps 30.1% in 3 Months: Can the Rally Continue?
Arista Networks ANET has surged 30.1% over the past three months, reflecting growing investor confidence in the company’s expanding role in AI networking. The rally has been supported by another quarter of stronger-than-expected financial results, accelerating AI infrastructure demand and continued expansion beyond its traditional cloud switching business. The key question for investors is whether … Read more