Articles for category: Most Popular

Russ Cohen

Just 4 "Magnificent Seven" Stocks Are Still More Valuable Than SpaceX. Could SpaceX Be a Better Buy Than All of Them?

Key Points Alphabet was an early investor in SpaceX and is now a SpaceX customer. Nvidia could play an integral role in providing the compute capacity for SpaceX’s orbital data centers. Microsoft and Apple are cash cows, but they may not appeal to high-octane growth investors. 10 stocks we like better than Space Exploration Technologies ...

Russ Cohen

PVH Stock Tracks Key Trends in DTC, AI and Apparel Margins

PVH Corp. PVH is trying to turn brand momentum into steadier profitability as apparel demand stays uneven. The company’s latest quarter showed progress in direct-to-consumer channels, digital commerce and inventory control. The stock’s next move may depend on whether those gains can offset tariff pressure, weaker wholesale trends and softer demand in Europe, the Middle ...

Russ Cohen

Can SpaceX Deliver Tesla-Level Returns? The Bull and the Bear Case

Key Points Tesla (NASDAQ: TSLA) went public in 2010. One of the company’s missions (though by no means the only one) was to revolutionize the auto industry. The electric vehicle (EV) maker has had tremendous success in that department. It has helped make EVs more mainstream, pioneered a vertically integrated model that some competitors in ...

Russ Cohen

Noteworthy Thursday Option Activity: ACN, AMD, TTWO

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Accenture plc (Symbol: ACN), where a total volume of 55,450 contracts has been traded thus far today, a contract volume which is representative of approximately 5.5 million underlying shares (given that every 1 contract represents 100 underlying ...

Russ Cohen

Is Marvell Technology Going to $1 Trillion?

Key Points Marvell Technology has high revenue growth and optimistic guidance that suggests it has the potential to become a $1 trillion company. New product upgrades highlight its efforts to gain ground on competitors and boost its market share. There are other candidates that are likely to hit $1 trillion sooner than Marvell Technology. 10 ...

Russ Cohen

Is PVH Stock a Value Buy After Earnings Strength and Flat Sales?

PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat. The answer depends on how investors weigh brand execution and tariff offsets against softer ...

Russ Cohen

Can Novelis' Hot Mill Restart Ease Ford's Supply Challenges?

Ford Motor Company’s F primary aluminum supplier in New York has resumed operations at its hot mill following two fires last year that shut down the facility and contributed to billions of dollars in lost production for Ford’s highly profitable F-Series pickup lineup. The Novelis facility in Oswego, NY, is the largest U.S.-based supplier of ...

Russ Cohen

SpaceX vs Anthropic: Here's Which Mega-IPO I'm More Likely to Buy

We’re in uncharted territory when it comes to IPOs. Prior to 2026, the largest IPO in U.S. history was Alibaba (NYSE: BABA), which raised about $25 billion in late 2024 at a market capitalization of roughly $230 billion. This year, there’s a possibility we’ll see not one but three companies with trillion-dollar valuations when their ...