Key Points Google Cloud revenue climbed 82% year over year to $24.8 billion in the second quarter, accelerating from 63% growth in the first. Microsoft reported 43% growth in Azure and other cloud services for the quarter ended June 30, while Amazon Web Services grew 37%. Google Cloud’s backlog reached $514 billion, and Alphabet says … Read more
88% of Nvidia's Portfolio Is Invested in These 3 Artificial Intelligence (AI) Stocks
Russ Cohen
Key Points SpaceX’s prospects appear bright, but there is little margin for error at current levels. CoreWeave’s massive backlog is more than 13 times its trailing-12-month revenue. Intel is tapping into a large opportunity, but several issues may hinder its progress. 10 stocks we like better than Space Exploration Technologies › Nvidia (NASDAQ: NVDA) is … Read more
Will Higher Bond Yields Break the AI Bull Market?
Russ Cohen
Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, the bond market just got rescued…for the moment. Yesterday, the 30-year Treasury yield touched 5.33% – a 19-year high. The “Bond … Read more
Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks
Key Points Donald Trump’s “Liberation Day” tariffs were invalidated by the U.S. Supreme Court in February 2026, triggering the need to refund approximately $166 billion to American businesses. Several of America’s best-known companies have received or expect to collect between $500 million and $2.4 billion in International Emergency Economic Powers Act (IEEPA) tariff refunds. However, … Read more
Don’t Sell Your AI Stocks – Sort Them
Listen to the audio version of this article (generated by AI). The public’s data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is “sort,” not “sell” The public really hates data centers – but that could make you a lot of money. Last month, I introduced an … Read more
Is Dolby Stock Worth Buying as Growth Meets Near-Term Execution Risks?
Dolby Laboratories, Inc. DLB offers exposure to wider adoption of premium audio and imaging, automotive licensing and content-platform monetization. Its discounted valuation and substantial cash balance strengthen the long-term case. The near-term picture is less certain. Uneven royalty timing, weak device shipments and reliance on partner launches make execution difficult to forecast, leaving investors to … Read more