Articles for category: Most Popular

Russ Cohen

Most Popular

Greg Abel Has Kept 60% of Berkshire's $359 Billion Stock Portfolio in Just 5 Companies, Even After Eliminating 16 Other Positions in His First Quarter. Is That Concentration a Risk for Shareholders?

Key Points Berkshire Hathaway’s positions in Apple, American Express, Alphabet, Bank of America, and Coca-Cola make up 60% of its overall stock portfolio. Don’t blame this on Abel, as this high concentration is largely the product of Buffett’s American Express and Coca-Cola investments compounding over the decades. Moreover, downside risk from steep losses in the ...

Russ Cohen

Most Popular

Nvidia May Have Just Eliminated Its Biggest Risk

Key Points Nvidia (NASDAQ:NVDA) has been the artificial intelligence (AI) chip leader since the earliest days of this technology boom. This is because the company wisely chose to tailor its graphics processing units (GPUs) to the needs of AI early on — and it’s steadily innovated to remain in the lead. Still, Nvidia isn’t alone ...

Russ Cohen

Most Popular

Marvell (MRVL) Stock Falls 10% After Q2 Earnings: Buy the Dip?

Marvell Technology MRVL) shares fell 10% in Friday’s trading session despite the AI chip leader posting record Q2 results yesterday evening and raising its longer-term outlook. The sharp sell-off suggests investors wanted an even bigger beat following MRVL’s tremendous AI-fueled rally rather than signaling a meaningful deterioration in the company’s fundamentals. With data-center demand accelerating ...

Russ Cohen

Most Popular

AMD and INTC Are 2 AI Semiconductor Behemoths Ahead of NVDA in 2026

The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding the scope of AI infrastructure providers in the physical layer across industries. In line with this trend, Advanced Micro Devices Inc. AMD and Intel Corp. INTC are two ...

Russ Cohen

Most Popular

CNEQ, NVDA, AMZN, WDC: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Alger Concentrated Equity ETF (Symbol: CNEQ) where we have detected an approximate $546.3 million dollar inflow — that’s a 35.8% increase week over week in outstanding units (from 38,100,000 to 51,737,500). Among the largest underlying ...

Russ Cohen

Most Popular

Could Investing $10,000 in Netflix Set You Up for Life?

Key Points A stock investment that appreciates so much that you no longer have to work is a dream for many people. Everyone hears about the stocks that have done so well that they’ve grown investments into enormous sums. Netflix (NASDAQ: NFLX) has been such a company. But investing is about looking forward. If you ...

Russ Cohen

Most Popular

GM Up 14%, F Down 3% Since Q2 Earnings: Which Is the Better Buy Now?

U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks. So, the question is ...

Russ Cohen

Most Popular

BABA Q1 Earnings Call Centers on AI Cloud Growth & CapEx

Alibaba Group Holding Limited BABA used its first-quarter fiscal 2027earnings callto put AI infrastructure at the center of its growth strategy, with management forecasting faster cloud revenue growth and margin improvement. The forward message came with mixed headline results. Non-GAAP earnings of $1.26 per ADS missed the Zacks Consensus Estimate of $1.94, while revenues of $39.64 ...