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Russ Cohen

Post Holdings Q3 Earnings Beat: Can Foodservice Drive 2027?

Post Holdings, Inc. POST topped third-quarter fiscal 2026 earnings expectations even as sales declined, with Foodservice delivering better-than-anticipated performance. Attention now shifts to fiscal 2027. Management has set a comparable adjusted EBITDA starting point of about $1.48 billion and expects Foodservice growth, pricing and productivity to offset inflation and lingering volume pressure enough to keep ...

Russ Cohen

This One Company’s Trash Is an Investor’s Treasure

AI is transforming an unlikely industry, turning mountains of discarded materials into a potential new source of earnings growth. Listen to the audio version of this article (generated by AI). Hello, Reader. Artificial Intelligence, meet Circular Economy. I think the two of you are really going to hit it off. A circular-economy company doesn’t just ...

Russ Cohen

The 161-Year-Old Warning Hiding in the Tech Selloff

AI token prices look flat to falling but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff is sentiment, not fundamentals. Listen to the audio version of this article (generated by AI). In 1865, a young English economist named William Stanley Jevons published a book that made him ...

Russ Cohen

Can Cerebras' Latest CS-4 Help the Stock in Confronting NVDA & AMD?

Cerebras CBRS unveiled its fourth-generation CS-4 AI system, which the company says can deliver inference speeds of more than 4,400 tokens per second per user on GPT-OSS-120B and perform up to 30 times faster than GPU-based solutions. CS-4 delivers 750 PFLOPS of AI compute and 7.2 Tbps of I/O, strengthening CBRS’ position in the rapidly ...

Russ Cohen

Elon Musk Wants to Bring on 20 Gigawatts of Compute Capacity. Here's What That Could Mean For Memory Chip Stocks.

Key Points Elon Musk’s AI capacity plans could create a sustained bottleneck in memory chips. Micron’s financial performance has been phenomenal in recent quarters. This may continue for quarters to come, but it is unclear how sustainable Micron’s profits are. 10 stocks we like better than Micron Technology › The artificial intelligence (AI) world revolves ...

Russ Cohen

CGDV, MSFT, RCL, CARR: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Capital Group Dividend Value ETF (Symbol: CGDV) where we have detected an approximate $229.7 million dollar inflow — that’s a 0.6% increase week over week in outstanding units (from 763,400,000 to 768,000,000). Among the largest ...