Articles for category: Most Popular

Russ Cohen

2 Vanguard Index Funds Are Crushing the S&P 500 This Year

Key Points Year to date, the Vanguard U.S. Momentum Factor ETF and the Vanguard Information Technology ETF have more than doubled the S&P 500’s return. The Vanguard U.S. Momentum Factor ETF is an actively-managed fund that provides exposure to stocks with strong recent performance. The Vanguard Information Technology ETF is a passively managed fund that ...

Russ Cohen

Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?

PulteGroup, Inc. PHM gave investors a mixed second-quarter readout. Earnings and revenues topped expectations, but both fell from the prior year as closings, pricing and margins weakened. The investment case now rests on balance. PHM offers capital returns, a solid balance sheet and modest price-target upside, but growth estimates and margins remain under pressure. PHM Beats ...

Russ Cohen

Alphabet Crushed Earnings, But One Number Spooked the Market

Alphabet (NASDAQ: GOOGL) delivered its Q2 2026 results after the close on Wednesday, and by almost any measure, it was an exceptional quarter. Revenue hit a record. Google Cloud growth accelerated to a pace nobody expected. Earnings per share nearly quadrupled. And yet the stock fell in after-hours trading and extended those losses before the ...

Russ Cohen

The Most Obvious AI Company Nobody's Talking About

Key Points Qwen could become Alibaba’s biggest competitive advantage. Cloud, not commerce, may define Alibaba’s next decade. Management is steadily transforming the company into an AI infrastructure platform. 10 stocks we like better than Alibaba Group › Ask investors to name the biggest artificial intelligence (AI) companies in the world, and you’ll probably hear the ...

Russ Cohen

Market Indexes Sink as Oil Tops $100 Amid Rising AI Costs

Key Points The Nasdaq fell 2.6% mid-day while the S&P 500 dropped 1.4% and the Dow declined 1.0%. Alphabet dropped 7.0% despite 82% cloud revenue growth as negative free cash flow and raised capex guidance spooked investors. Brent crude briefly touched $100 per barrel on Red Sea tanker attacks. 10 stocks we like better than ...

Russ Cohen

Can Alphabet Set the Tone for Mag 7 Earnings?

Alphabet (GOOGL) reports earnings this afternoon, and expectations are high. Consensus estimates call for revenue of $101.28 billion, representing 23.9% year-over-year growth, and earnings of $2.87 per share, a 24.2% increase from the prior-year period. Last year marked a breakout period for Alphabet, as its vertically integrated ecosystem of proprietary hardware, software and large language ...