Articles for category: Most Popular

Russ Cohen

How Nvidia and Micron Are Single-Handedly Reshaping S&P 500 Tech Earnings

We are off to a strong start this Q2 earnings season, which accelerates significantly this week as more than 300 companies report results—including 85 S&P 500 members. This week’s lineup offers a highly representative cross-section of the market, featuring key players from all sectors alongside two prominent “Magnificent Seven” members: Tesla and Alphabet. By Friday, ...

Russ Cohen

Had You Parked $5,000 in This Vanguard ETF When Warren Buffett Recommended It in 2014, Here's How Much You'd Have Today

Key Points Warren Buffett steered Berkshire Hathaway to market-beating returns during his 60-year tenure as CEO. Buffett consistently recommended index funds for everyday investors because of their ability to generate steady, long-term returns. Buffett was a fan of the Vanguard S&P 500 ETF because of its very low cost. 10 stocks we like better than ...

Russ Cohen

Is JBHT Stock too Expensive or Still Attractive After Its Rally?

J.B. Hunt Transport Services, Inc. JBHT has rallied sharply, putting investors in a familiar spot. The stock has momentum, but that does not automatically make it cheap. The better question is whether earnings power, improving freight conditions and estimate revisions can support the premium investors are now paying. For JBHT, the answer is constructive, but ...

Russ Cohen

Netflix Q2 Earnings Call Highlights AI, Ads & Growth Plans

Netflix, Inc. NFLX used its second-quarterearnings callto emphasize expanding entertainment value, improving monetization and using technology to support growth. Management highlighted progress in advertising, artificial intelligence (AI), live programming and broader content formats as key areas shaping the company’s next phase. The discussion also focused on how Netflix measures engagement, with executives stressing quality and ...

Russ Cohen

Ford Joins Its Partner Micron on the Coveted Zacks Rank #1 (Strong Buy) List

Ford Motor F) has quietly become one of the more intriguing turnaround stories in the automotive sector. Fresh off announcing a long-term strategic partnership with Micron Technology MU), Ford has joined its semiconductor partner on the coveted Zacks Rank #1 (Strong Buy) list, thanks to favorable earnings estimate revisions. The combination of strengthening fundamentals, improving ...

Russ Cohen

SpaceX vs. the Last 5 Biggest IPOs in History. How Did Those Stocks Perform a Year Later?

Key Points Prior to SpaceX, the five largest initial public offerings came from various sectors with wildly different 12-month share-price performances. SpaceX continues to lower launch costs, and its Starlink segment is posting solid profits. With shares trading at 51 times 2026 estimated revenue, the market has extremely high expectations. 10 stocks we like better ...

Russ Cohen

Tesla Rides Tightening Global Emission Standards for EV Thrust

Tesla, Inc. TSLA is well-positioned to capitalize on the global shift toward cleaner transportation as governments across major economies tighten vehicle emissions standards. Stricter carbon regulations are compelling automakers to accelerate electric vehicle (EV) production and expand model offerings. This has helped Tesla, one of the world’s leading pure-play EV manufacturers, carve out a niche ...

Russ Cohen

If I Could Own Only 1 Stock, This Would Be My Choice

Key Points If I could own only one stock, my choice would be Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). The reason is simple: It’s the most complete artificial intelligence (AI) company, with multiple advantages built in, and I think it can win whether AI infrastructure spending continues to rise or levels off. Alphabet’s biggest edge is ...

Russ Cohen

Is VICR Stock Still Worth Buying After Its Big AI-Fueled Run?

Vicor VICR has become one of the more dramatic AI infrastructure stories in the power-components space. The stock’s surge reflects better demand, stronger backlog and improving earnings trends.  The question is no longer whether the business has momentum. It is whether the stock still offers enough room for new buyers after a major rerating. VICR’s ...

Russ Cohen

Can Oracle's Database Business Sustain Long-Term Margins?

Oracle‘s ORCL database business notched its strongest growth signal yet in the fourth quarter of fiscal 2026, with the Oracle Multicloud AI Database expanding 404% year over year, a pace the company itself flagged as its fastest-growing business ever. The momentum builds on a series of product moves through mid-2026, including the rollout of Oracle ...