Articles for category: Most Popular

Russ Cohen

Stacked for Success: Inside SK Hynix's HBM Dominance

SK Hynix Company Overview Zacks Rank #2 (Buy) stock SK Hynix (SKHY) is a South Korean semiconductor giant that manufactures memory chips. The company is South Korea’s second-largest company and the world’s largest memory chip supplier. SK Hynix specializes in manufacturing the highly sought-after dynamic random-access memory (DRAM) and NAND flash memory chips. These chips ...

Russ Cohen

3 Lesser Discussed Stocks That Offer Meaningful AI Exposure

When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure. For investors looking beyond the usual mega-cap names, Innodata INOD, Applied Optoelectronics AAOI, and Celestica CLS offer three less-discussed ways to gain exposure to AI spending. All three ...

Russ Cohen

This Vanguard ETF Is Up 12% in 2026. Here's Whether Long-Term Investors Should Still Be Buying at These Levels.

Key Points Vanguard’s S&P 500 ETF (NYSEMKT: VOO), the world’s largest S&P 500 (SNPINDEX: ^GSPC) exchange-traded fund (ETF), hit an all-time intraday high of $716.39 per share on Aug. 13. It’s pulled back slightly since then, but it’s still risen 12% year-to-date. VOO is usually considered a safe way to passively invest in the stock ...

Russ Cohen

Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?

Key Points Ackman’s hedge fund has averaged annual gains of around 16%. That’s well above the stock market’s average. The portfolio’s concentration suggests a lot of confidence. 10 stocks we like better than Netflix › Bill Ackman is the Founder and CEO of the Pershing Square Capital Management hedge fund company. Many investors follow his ...

Russ Cohen

Forget Robotaxi and Optimus: Billionaire Stanley Druckenmiller May Have Invested in Tesla for a Very Different Reason

Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a key performance metric. These 10 stocks could mint the next ...

Russ Cohen

Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy?

Amazon AMZN and Alibaba Group BABA lead e-commerce on their continents, each evolving into cloud and AI powerhouses. Amazon dominates North American and international marketplaces, with Amazon Web Services (“AWS”) anchoring global cloud infrastructure. Alibaba, via Taobao and Tmall, remains China’s commerce backbone, with Alibaba Cloud as a regional AI leader. Both companies reported quarters ...

Russ Cohen

Breakfast News: To Buy Nvidia or Not to Buy

Aug. 29, 2026 Motley Fool Rule Breakers first recommended Nvidia (NASDAQ: NVDA) at a split-adjusted price of $0.16 in April 2005. Our Breakers team recommended it again in 2009 at $0.39. Since then, we’ve made more than 30 investments and recommendations across The Motley Fool. Very few public companies deserve to be held for 20+ ...

Russ Cohen

Peter Thiel's Fund Reported Zero Stocks for 2 Straight Quarters. Its $419 Million Comeback Put 72% Into Energy and Power.

Key Points Thiel Macro reported no U.S. long stock holdings for the quarters ended December 2025 and March 2026. The fund’s second-quarter filing lists eight positions worth a combined $418.7 million as of June 30. About 72% of the portfolio sits in energy and power companies, from regulated utilities to a nuclear reactor developer. These ...

Russ Cohen

Broadcom Rides AI Semiconductor Growth: Can it Beat NVDA & AMD?

Broadcom’s AVGO Semiconductor Solutions business is being driven primarily by surging demand for AI infrastructure and is helping the company manage competition from NVIDIA NVDA and Advanced Micro Devices AMD. Semiconductor Solutions revenues jumped 79% year over year to a record $15 billion in the second quarter of fiscal 2026, with AI semiconductor revenues jumping ...