Articles for category: Most Popular

Russ Cohen

Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.

Key Points Modern data centers powered by advanced Nvidia chips require significantly more power compared to traditional setups. Technology companies have signed some major long-term power purchase agreements with independent power producers. Hyperscalers are also turning to behind-the-meter, off-grid power solutions like gas turbines and fuel cells. 10 stocks we like better than Nvidia › ...

Russ Cohen

Can STERIS Stock Deliver as Its $600 Million Chemistry Bet Scales?

STERIS plc STE is making its largest-ever investment in a single manufacturing site with a $600 million formulated chemistries Center of Excellence in North Carolina. The project is designed to expand capacity, improve efficiency and support long-term demand across key parts of its portfolio. The opportunity is meaningful, but so is the execution burden. Investors ...

Russ Cohen

Goodyear Q2 Earnings Miss Expectations on Volume Pressure

The Goodyear Tire & Rubber Company GT incurred an adjusted loss of 61 cents per share in the second quarter of 2026, wider than the Zacks Consensus Estimate of a loss of 59 cents. The adjusted loss widened 258.8% year over year, translating into a 3.4% earnings miss. Net sales fell 4.8% year over year ...

Russ Cohen

These Were the Biggest Changes in Berkshire Hathaway's Holdings for Q2

Key Points Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB)‘s 13F filing for the second quarter came out recently, which highlighted the company’s changes in holdings during the period. While under previous CEO Warren Buffett, the company has been cautious about buying stocks and adding to its positions, that has changed of late under Greg Abel, who took over at ...

Russ Cohen

Google Cloud Grew 82% Last Quarter. Azure Grew 43% and AWS Grew 37%.

Key Points Google Cloud revenue climbed 82% year over year to $24.8 billion in the second quarter, accelerating from 63% growth in the first. Microsoft reported 43% growth in Azure and other cloud services for the quarter ended June 30, while Amazon Web Services grew 37%. Google Cloud’s backlog reached $514 billion, and Alphabet says ...