Blog

Russ Cohen

Prediction: Ferrari Is a Better Buy Than Ford for the Next Decade

Key Points Thanks to its incredible brand power, Ferrari possesses what is arguably the widest moat in the auto sector. Ford Motor Company’s profit growth is significantly weaker than what the Italian carmaker has registered. Ferrari is deserving of a much higher price-to-earnings ratio than Ford. 10 stocks we like better than Ferrari › Since ...

Russ Cohen

Why Apple Stock Climbed to a New All-Time High Today

Key Points Innovative new tech could bring the power of advanced AI models to the iPhone. Partnerships with Chinese cloud leaders will help Apple bring AI services to its largest international market. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) jumped to a record high on Wednesday, following some positive ...

Russ Cohen

Don’t Wait for the IPO — Find the Next AI Winner Now

The biggest AI fortunes may be made before a company ever goes public. Listen to the audio version of this article (generated by AI). Editor’s Note: Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango believes that assumption is becoming increasingly outdated. In today’s ...

Russ Cohen

Intel AI and Foundry Trends Could Shape INTC Growth in Coming Years

Artificial intelligence is reshaping the semiconductor industry, creating new opportunities across data centers, enterprise computing, networking and advanced manufacturing. For Intel Corporation INTC, these trends are driving a broader transformation that extends well beyond its traditional PC business. The company’s ability to capitalize on AI infrastructure demand while executing its manufacturing roadmap will likely play ...

Russ Cohen

Harley-Davidson Q2 Earnings Beat Estimates on HDMC Growth

Harley-Davidson, Inc. HOG reported second-quarter 2026 earnings of 75 cents per share, beating the Zacks Consensus Estimate of 62 cents by 21%. Earnings declined 15% from 88 cents a year ago. Harley-Davidson Motor Company revenues increased 6% year over year to $1.10 billion but missed the Zacks Consensus Estimate of $1.12 billion. Consolidated revenues fell ...

Russ Cohen

S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions

Key Points The Dow rose 0.7% midday while the S&P 500 climbed 0.6% and the Nasdaq gained just 0.1%. Oil dropped 4% to $95 per barrel on reports Pakistan is exploring U.S.-Iran peace negotiations with Chinese backing. Next week brings four more Magnificent 7 earnings reports as investors assess AI infrastructure costs. 10 stocks we ...

Russ Cohen

Is CART Stock Attractive After Strong Growth and Margin Pressure?

Maplebear Inc. CART, doing business as Instacart, presents a balanced investment setup after a quarter that mixed healthy marketplace growth with visible margin pressure. The stock’s current valuation partly reflects that tension. CART trades below its own historical sales multiple, but still at a premium to its sub-industry and sector, making execution increasingly important. CART ...

Russ Cohen

2 Vanguard Index Funds Are Crushing the S&P 500 This Year

Key Points Year to date, the Vanguard U.S. Momentum Factor ETF and the Vanguard Information Technology ETF have more than doubled the S&P 500’s return. The Vanguard U.S. Momentum Factor ETF is an actively-managed fund that provides exposure to stocks with strong recent performance. The Vanguard Information Technology ETF is a passively managed fund that ...

Russ Cohen

The Secret Behind Silicon Valley’s Biggest Fortunes

History’s biggest discoveries rarely happened where everyone else was searching. Investing may work the same way. Listen to the audio version of this article (generated by AI). The Greatest Discoveries Can Be Found Where No One Else Is Looking It was one of history’s great unsolved mysteries. For more than 500 years, no one knew ...

Russ Cohen

Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?

PulteGroup, Inc. PHM gave investors a mixed second-quarter readout. Earnings and revenues topped expectations, but both fell from the prior year as closings, pricing and margins weakened. The investment case now rests on balance. PHM offers capital returns, a solid balance sheet and modest price-target upside, but growth estimates and margins remain under pressure. PHM Beats ...