Articles for category: Most Popular

Russ Cohen

Billionaire Philippe Laffont Dumped AI Titan Nvidia for the 11th Time in 12 Quarters. What Does He Know That Wall Street Doesn't?

Key Points Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street’s savviest investors have been buying and selling. Billionaire Philippe Laffont has been a persistent seller of Nvidia stock, dumping more than 43 million split-adjusted shares since March 31, 2023. Though profit-taking likely explains some of this selling, other headwinds look to be ...

Russ Cohen

Spruce Power Incurs Q1 Loss, Narrows Y/Y Due to Cost Cuts

Shares of Spruce Power Holding Corporation SPRU have declined 10% since the company reported earnings for the quarter ended March 31, 2026, compared with the S&P 500 index’s 0.2% growth over the same period. Over the past month, the stock has declined 31.1%, significantly underperforming the S&P 500’s 5.6% growth. Spruce Power incurred a first-quarter ...

Russ Cohen

Nvidia's Earnings Are Hours Away. Here Are 3 Things to Watch.

Key Points Management’s own guidance calls for fiscal first-quarter revenue of $78 billion, plus or minus 2%. The forecast for the second fiscal quarter may be more important than the quarter’s results. Vera Rubin progress and any change in how Nvidia treats China could reset the narrative. 10 stocks we like better than Nvidia › ...

Russ Cohen

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Experiences Big Inflow

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (Symbol: GSLC) where we have detected an approximate $308.0 million dollar inflow — that’s a 2.3% increase week over week in outstanding units (from 114,000,000 to 116,600,000). ...

Russ Cohen

This Is How Ford Plans to Drive Momentum From Q1 Into Summer

Key Points Full-size trucks and SUVs helped power Ford’s first-quarter earnings beat. For a second consecutive year, Ford is unleashing an employee pricing promotional strategy. Inventory is tighter than normal on F-Series trucks due to a supplier fire. 10 stocks we like better than Ford Motor Company › Full-size trucks have long been known to ...

Russ Cohen

Alibaba Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y

Alibaba Group BABA reported non-GAAP earnings of 9 cents per ADS for the fourth quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 92.62%. In domestic currency, the company reported non-GAAP earnings of RMB 0.62, down 95% year over year. The company posted fourth-quarter fiscal 2026 revenues of $35.28 billion. The top line ...

Russ Cohen

BK Technologies Stock Declines Post Q1 Earnings, Revenues Up Y/Y

Shares of BK Technologies Corporation BKTI have lost 3.8% since the company reported results for the quarter ended March 31, 2026, compared with the S&P 500 Index’s 0.7% decline over the same period. Over the past month, BKTI stock has lost 10.4%, while the S&P 500 advanced 4.9%. BK Technologies’ Earnings Snapshot BK Technologies reported ...

Russ Cohen

SpaceX Accelerates Its IPO Timeline: 10 Things You Need to Know

Key Points SpaceX put the wheels in motion by confidentially filing for an IPO with regulators on April 1. Elon Musk’s space and AI titan has chosen to list its shares on the Nasdaq exchange — and there’s a not-so-subtle reason behind this selection. Though an accelerated IPO timeline can capitalize on institutional and retail ...

Russ Cohen

3 Reasons Why Amazon Is a Top AI Investment

Key Points Amazon (NASDAQ: AMZN) might not be the first company that comes to mind when you think of artificial intelligence (AI). But it may need to be. Amazon is one of the most important companies in the AI ecosystem, stemming from Amazon Web Services (AWS) being a top provider of AI computing hardware. I’ve ...

Russ Cohen

Warren Buffett's Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That's Now a Top-5 Position for Berkshire Hathaway

Key Points Warren Buffett’s retirement as CEO on Dec. 31 means Greg Abel has the final say on Berkshire’s day-to-day operations and its mammoth investment portfolio. Quarterly Form 13F filings show Abel green-lit the complete sale of 16 stocks in the first quarter — and valuation likely played a big role. Meanwhile, Berkshire’s new boss ...