Articles for category: Market News

Russ Cohen

Why Micron Is Doubling Down While the HBM Shortage Persists

Investors looking ahead to when the high-bandwidth memory (HBM) shortage will end can start looking a little further out. ’s response to ’s bold U.S. entry reveals that HBM shortages persist and will likely linger into the next decade (as indicated by the SK Hynix CEO), and that both companies are scrambling to ramp production. ...

Russ Cohen

This 89-Year-Old Wants Growth — Here’s the 52% Answer

I need to ask your honest opinion, my careful contrarian! Should this reader move on from me? “I’m 89 years young and active,” Peter wrote. “Don’t need income—only growth.” (I’m the income guy. Do I have a growth arrow in my quiver, or should this young man look elsewhere to get rich?) First of all ...

Russ Cohen

Fastenal Stock Dips After Q2 Earnings, Offering a Solid Entry Point

Fastenal’s (NASDAQ:) stock price declined following its Q2 earnings release, creating another solid entry point for investors. The worst that can be said about the report is that earnings were only in alignment with the consensus forecast, providing no immediate impetus for bullish behavior. However, “tepid” as the results may have been, the company revealed strengths ...

Russ Cohen

Insiders Sell 2 AI Enablers: Investors Can Buy Into Their Futures

Insiders are selling AI enablers such as Penguin Solutions and , but investors should think twice before doing so. AI is more than a one-company, one-system, or one-ecosystem solution; it is a global network of data, computing power, memory storage, and inference outputs that has yet to be fully realized. While insiders sell these stocks, ...

Russ Cohen

9 Stocks With Strong Rebound Potential in the Second Half of 2026

Several beaten-down large-cap stocks combine attractive valuations with strong rebound potential. Screening favored financially healthy companies trading well below fair value and analyst targets. The Trade Desk and Gartner stand out despite sharp declines and resilient underlying fundamentals. Wall Street delivered a strong first half of 2026. The S&P 500 gained 9.6%, while the Nasdaq ...

Russ Cohen

Looking For the Next Micron? Try This Tool Instead…

Listen to the audio version of this article (generated by AI). Editor’s Note: AI memory stocks have been some of the market’s biggest winners. But after a recent pullback, many investors are asking the same question: Is the opportunity over, or just gently tapping the brakes? That’s the question TradeSmith CEO Keith Kaplan tackles in ...

Russ Cohen

Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing

lived up to its motto, with the Q2 2026 earnings results showing strength, suggesting its shares can Keep Climbing. Drivers include outperformance driven by international demand, overall demand, premiumization, and structural cost advantages, which together provide ample cash flow. The critical detail in the release was the guidance, which forecasts that these trends will continue. ...