Key Points Just a handful of large growth stocks can move the S&P 500. Investors may have significant exposure to the “Ten Titans” through index funds and ETFs. The “Ten Titans” could be responsible for a prolonged bull market or a major sell-off. 10 stocks we like better than Broadcom › Broadcom (NASDAQ: AVGO) and ...
Microsoft‘s MSFT aggressive datacenter expansion strategy is emerging as a powerful catalyst for future growth, with the tech giant’s infrastructure investments reaching unprecedented levels. The company’s recent announcement to expand its Wisconsin datacenter plan to $7 billion underscores a broader commitment to building the computational backbone necessary for AI and cloud services dominance. The scale ...
Here’s a quick recap of the crypto landscape for Wednesday (September 17) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$115,680, a 1 percent decrease in 24 hours. Its lowest valuation ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...
Key Points Intel (NASDAQ: INTC) stock soared more than 25% in early trading Thursday, and Nvidia (NASDAQ: NVDA) stock is at least up a couple of percentages, but what about the third giant of the semiconductor manufacturing world, Advanced Micro Devices (NASDAQ: AMD)? AMD, it turns out, is down 3% through 10:55 a.m. ET. Where ...
Key Points Rising infrastructure investments from AI hyperscalers should fuel further growth for Nvidia’s data center business. Over the next year, Nvidia will be increasing the commercialization of its next-generation GPU architectures. Emerging applications and the release of new GPUs should help Nvidia maintain its dominant position in the AI infrastructure landscape. 10 stocks we ...
Key Points These stocks range from $270 million to $22 billion in market cap, providing AI exposure without mega-cap concentration risk. Each targets specific AI niches — from edge chip design to credit decisioning to IoT platforms — rather than competing head-on with giants. Many generate real revenue today with enterprise customers, unlike speculative AI ...
Disney’s DIS streaming base is growing rapidly, underscoring its growing role in driving the company’s Entertainment strategy. In the third quarter of fiscal 2025, combined Disney+ and Hulu subscriptions climbed to 183 million, up 2.6 million sequentially. This momentum broadens the company’s advertising reach, strengthens bundling opportunities and enhances its ability to monetize subscribers through ...
Here’s a quick recap of the crypto landscape for Friday (September 19) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$116,312, a one percent decrease in 24 hours. Its lowest valuation ...
Key Points Ford is recalling 1.9 million vehicles globally, and 1.45 million in the U.S. Ford has previously been fined for not recalling swiftly enough. Ford warranty payments as a percentage of revenue are on the rise. 10 stocks we like better than Ford Motor Company › It’s been about three years since Ford Motor ...
Russ Cohen
Russ Cohen
