’Sell in May and Go Away’ might turn out to be bad advice this year Which stocks are best positioned to buck the seasonal trend? Discover 9 handpicked opportunities to outperform in the coming months. May has arrived, and with it comes a well-known Wall Street idea: Sell in May and go away. The thinking … Read more
Intel Stock Has Absolutely Skyrocketed. Here's What Is Going On — and Why I Think the Stock May Be Overbought.
Russ Cohen
Key Points Intel stock has more than quadrupled over the past 12 months. Recent quarterly results showed an accelerating data center business and significant margin expansion. But some metrics suggest the stock’s run-up may have gone too far. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) have skyrocketed over the … Read more
The Backlash to “Train Your Replacement” Begins
Russ Cohen
Listen to the audio version of this article (generated by AI). The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull run… Eric Fry with where the smart money goes now… make money before 2028 The layoff itself wasn’t all … Read more
Cloud Computing Isn't the Only Exciting Catalyst for Amazon Stock. Here's One More.
Key Points Shares of Amazon (NASDAQ: AMZN) have staged a sharp recovery, recently touching fresh all-time highs after the e-commerce and cloud computing giant reported its first-quarter results last week. Most of the chatter since has centered on Amazon Web Services (AWS), which grew 28% year over year on a $150 billion annualized revenue run … Read more
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Listen to the audio version of this article (generated by AI). Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about Editor’s Note:🔊 Prefer to listen? Tap the play button above to hear today’s Digest. One of Eric Fry’s favorite ways to play the … Read more
Norwegian Cruise Line Cuts Outlook as Headwinds Build
It’s been rough seas for , and it’s unlikely to be smooth sailing anytime soon. After reporting mixed first-quarter results Monday morning, the company slashed its outlook, citing mounting headwinds ahead. The cruise company has been taking steps to address internal missteps that have weighed on results over the past few years. While progress is … Read more