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Russ Cohen

Best Growth Stocks to Buy for August 11th

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11th: Pan American Silver Corp. PAAS: This mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 23% over the last 60 days. Pan American Silver Corp. ...

Russ Cohen

Four Actionable Stock Ideas From a Legendary Investor

Listen to the audio version of this article (generated by AI). Four Actionable Stock Ideas From a Legendary Investor This week, Digest writer Jeff Remsburg is on vacation. But don’t worry – the Digest isn’t going anywhere. While he’s out, we’ll go straight to our experts, letting them share the ideas they’re most fired up ...

Russ Cohen

Alphabet's Cloud Computing Business Just Posted 82% Revenue Growth. Next Quarter Could Be Even Better.

Key Points Alphabet saw its backlog of contracted cloud computing services climb to $514 billion last quarter. It’s spending huge amounts of capital to build additional capacity. The long-term profit and cash-generation potential can’t be ignored. 10 stocks we like better than Alphabet › The amount of money being spent on AI compute was plainly ...

Russ Cohen

Why the AI “Freight Train” Is Still Gathering Steam

Listen to the audio version of this article (generated by AI). Wall Street has a strange habit of worrying most when things are going well. We got a perfect example last week. SanDisk Corporation (SNDK) reported fourth-quarter earnings of $39.25 per share, easily topping analysts’ expectations of $34.51 per share. Revenue surged 372% year-over-year to ...

Russ Cohen

Should You Buy, Sell or Hold SMCI Stock Before Q4 Earnings?

Super Micro Computer, Inc. SMCI is set to report its fourth-quarter fiscal 2026 results on Aug. 11, 2026, after market close. For the fourth quarter of fiscal 2026, SMCI expects net sales between $11 billion and $12.5 billion. The Zacks Consensus Estimate is pegged at $11 billion, indicating growth of 91% from the year-ago quarter’s ...

Russ Cohen

Space Stocks Crashed in July. Their Businesses Didn’t.

Listen to the audio version of this article (generated by AI). July was a brutal month for space stocks.  BlackSky (BKSY) was down almost 20%. Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Planet Labs (PL) shed more than 30%. Even SpaceX (SPCX) – fresh off the largest IPO in history – slid over 50% from ...

Russ Cohen

Moonshot AI's 2.8 Trillion Parameter Model Just Became the First From China to Top a Major Coding Benchmark

Key Points Moonshot AI recently released the full weights for its new Kimi K3 model, the first Chinese model to achieve frontier-level performance. Cloud providers benefit from increased compute demand, while frontier labs could face margin pressure from more affordable alternatives. 10 stocks we like better than Microsoft › On July 16, the Chinese AI ...

Russ Cohen

Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026

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. ...