Articles for category: Most Popular

Russ Cohen

Taiwan Semiconductor Trading at a Discount: How to Play the Stock?

Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, stock looks attractive from a valuation perspective. TSM is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 24.31, significantly lower than the Zacks Computer and Technology sector’s average of 28.53. Taiwan Semiconductor Forward 12-Month P/E Ratio Image Source: Zacks Investment Research Compared with other ...

Russ Cohen

SIFCO Stock Surges 77% in Six Months: What's Behind the Rally?

SIFCO Industries, Inc.’s SIF investors have been experiencing some short-term gains from the stock of late. Shares of the Cleveland, OH-based manufacturer of forgings, sub-assemblies and machined components (primarily serving the aerospace and energy or A&E markets) have surged 77% in the past six months compared with the industry’s 5% rise. The stock also outperformed ...

Russ Cohen

Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong

Nvidia’s record-breaking earnings and bullish guidance signal the AI build-out is accelerating For the past several weeks, fears about an ‘AI bubble’ have been hammering AI stocks.  Big Tech’s soaring capex has traders worried that firms are overspending only to underdeliver – and that’s been weighing heavily on the AI trade.  This is illustrated by ...

Russ Cohen

Is Palantir's Deal With Nvidia a Game Changer?

Key Points Nvidia is bringing its software system and GPUs to Palantir’s Artificial Intelligence Platform. The deal should broaden Palantir’s uses while providing Nvidia with more opportunity beyond selling its products to AI model developers. 10 stocks we like better than Palantir Technologies › Among megacap technology stocks, no other company has benefited from the ...

Russ Cohen

VLUE, GM, F, CVS: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI USA Value Factor ETF (Symbol: VLUE) where we have detected an approximate $612.6 million dollar inflow — that’s a 7.3% increase week over week in outstanding units (from 65,500,000 to 70,250,000). Among the ...

Russ Cohen

Buy the Spike in Marvell Technology Stock After Q3 Earnings?

As one of the promising players in the AI landscape, Marvell Technology MRVL is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI. Marvell also provided upbeat guidance, with MRVL spiking as much as +9% in Wednesday’s trading session and trading over $100 a share ...