The Walt Disney Company DIS is strengthening its international streaming business, creating a potential path to challenge Netflix NFLX and Amazon AMZN through local content, improved engagement and a broader Disney+ ecosystem. Disney’s early international programming results are encouraging, with Rivals Season 2 becoming the biggest EMEA original premiere in the U.K. and Ireland, while ...
The auto industry faces a challenging road ahead. At its September meeting, the Federal Reserve raised the federal funds rate by 25 basis points to 3.75-4%, its first hike since 2023, as persistent inflation remains a concern. Higher borrowing costs could further strain consumers and businesses, weighing on demand in the highly cyclical auto sector. ...
Microsoft Corporation MSFT and Alibaba Group BABA sit at opposite ends of the globe but on the same technological frontier. Both companies have reshaped themselves into AI-first cloud operators, pouring record capital into new data centers, custom silicon and large language models to capture surging worldwide demand for generative AI tools and services today. The ...
Key Points All of the “Magnificent Seven” stocks are AI stocks, and owning all of them concentrates your risk. AI stocks as a group moved down after Anthropic CEO Dario Amodei urged a slowdown in AI development two weeks ago. Many investors own all seven through index funds, which is reasonable. These 10 stocks could ...
Alphabet GOOGL and Apple AAPL are intensifying their push into consumer artificial intelligence (AI), but their strategies differ significantly. Apple is embedding AI deeply across its hardware ecosystem through Apple Intelligence and Siri AI, while Alphabet is integrating Gemini across Search, the Gemini app, YouTube, Chrome and its broader services ecosystem. However, GOOGL or AAPL, ...
Key Points Cameco’s uranium mining business is booming. Constellation’s nuclear fleet is firing on all cylinders. Vistra is a balanced play on nuclear energy, natural gas, and other power sources. 10 stocks we like better than Cameco › The nuclear energy market stalled out for about a decade after the 2011 Fukushima disaster. Many countries ...
Key Points Is the stock market going to crash in 2026? No one can know for sure, but there’s ample reason to think it’s far from unlikely. For example, the S&P 500 index of America’s 500 biggest companies was recently sporting a Shiller Cyclically Adjusted Price-to-Earnings (CAPE) ratio of 41.6. That ratio has been rising, ...
Key Points Nvidia’s market value is roughly $5.45 trillion as of this writing, leaving a gap of roughly $1.55 trillion to $7 trillion. Nvidia’s own outlook calls for revenue to climb around 70% in fiscal 2028, limited by how many chips it can supply. At $7 trillion, Nvidia would cost around 18 times its forecast ...
Key Points The Dow rose 0.8% while the Nasdaq Composite gained 0.5% and the S&P 500 0.4%. Microsoft jumped 4.1% and contributed 120 Dow points after repositioning Copilot as a pure enterprise product. Oil dropped after Iran offered to reopen the Strait of Hormuz within seven days. 10 stocks we like better than Dow Jones ...
Key Points In the past year, Netflix’s stock has fallen, sometimes sharply, after releasing its latest quarterly numbers. Heading into its upcoming earnings release, expectations may be lower given the bearishness around the stock. The stock’s significant decline this year means that it’s now trading at a more attractive valuation. 10 stocks we like better ...
Russ Cohen
Russ Cohen
