is looking to fill a hole in the market born out of geopolitical uncertainty. Along with mining companies like , USA Rare Earth is aiding the United States in loosening China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines, and 94% of permanent magnet production—the vital end product … Read more
Nvidia's Earnings Are Hours Away. Here Are 3 Things to Watch.
Russ Cohen
Key Points Management’s own guidance calls for fiscal first-quarter revenue of $78 billion, plus or minus 2%. The forecast for the second fiscal quarter may be more important than the quarter’s results. Vera Rubin progress and any change in how Nvidia treats China could reset the narrative. 10 stocks we like better than Nvidia › … Read more
AI Forced Two Utilities to Merge… Here’s How to Profit
Russ Cohen
A blockbuster energy deal shows how AI is reshaping utilities into critical infrastructure investments. Listen to the audio version of this article (generated by AI). Hello, Reader. Casey, Illinois, is home to the world’s largest rocking chair, standing in at 56 ft. and 1 in. tall. Source The United Kingdom houses the world’s largest cardboard … Read more
Forget “Sell in May” – This Could Be the Summer of Small Caps
Listen to the audio version of this article (generated by AI). It happens every year like clockwork. The calendar flips to May, and the financial media starts trotting out the same tired advice: Sell your stocks and go away until fall. I’ve never been a fan of this. And this year, I think following that … Read more
Teleflex Investors to Put a Lost Decade Behind
With a market cap of $5.8B and operating in a field most people prefer not to think about, is not a household name. If you’ve heard about it, you’re either a doctor or a very perceptive yet unlucky patient. The company makes and sells single-use medical devices for diagnostic and therapeutic procedures in critical care … Read more
Alibaba Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y
Alibaba Group BABA reported non-GAAP earnings of 9 cents per ADS for the fourth quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 92.62%. In domestic currency, the company reported non-GAAP earnings of RMB 0.62, down 95% year over year. The company posted fourth-quarter fiscal 2026 revenues of $35.28 billion. The top line … Read more