Articles for category: Most Popular

Russ Cohen

Primo Brands Rides Premium Water Demand as Costs Restrain Margin Gains

Primo Brands Corporation PRMB is benefiting from healthier hydration demand and a sharper premium-water mix. Those trends are helping sales recover after integration disruption. The issue is profitability. Freight, weather, service spending and integration costs are still limiting how much of that revenue momentum reaches earnings. Primo Brands Corporation Price, Consensus and EPS Surprise Primo ...

Russ Cohen

Stock Indexes Split as Chip Stocks Fall, Oil Surges

Key Points The Nasdaq Composite fell 0.7% as semiconductor losses dominated. Dow Jones held losses to just 0.2%, showing a split market favoring less capital-intensive businesses. Earnings season begins this week with major banks reporting results, providing either clarity or new questions in a complicated economy. 10 stocks we like better than NASDAQ Composite Index ...

Russ Cohen

Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD — It's Something That's Hidden in Plain Sight

Key Points Empowering software and systems to make autonomous, split-second decisions can add $15.7 trillion in global economic value by 2030. Although Advanced Micro Devices (AMD) and Broadcom are garnering headlines, neither is a threat to Nvidia’s dominance in AI data centers. Nvidia’s top customers may turn the tables on the face of the AI ...

Russ Cohen

TRT vs. INTT: Which Semiconductor Testing Stock Is the Better Buy?

Technology companies continue to operate in an environment influenced by increasing automation, semiconductor innovation and the growing need for advanced testing and process technologies across industrial markets. Within this backdrop, Trio-Tech International TRT and InTest Corporation INTT are two technology companies offering specialized test and process solutions to semiconductor and industrial customers. TRT provides semiconductor ...

Russ Cohen

My Top 3 Software Stocks to Buy on the Dip

Key Points These companies have been dragged down along with much of the software industry. However, all three are improving their businesses thanks to artificial intelligence. They have attractive long-term growth opportunities. 10 stocks we like better than Microsoft › Software companies have not performed well recently. One reason is that many investors believe artificial ...

Russ Cohen

Netflix's 111 Emmy Nominations: Is the Strong Slate Enough to Win Big?

Netflix NFLX opened this year’s Emmy season with 111 Primetime Emmy nominations spread across 34 new and returning titles and 12 program categories, according to the streamer’s own awards disclosure. BEEF Season 2 led the tally with 16 nominations, followed by limited series The Beast in Me, while documentary title Rafa became the first non-English-language ...

Russ Cohen

With 6 Months Wrapped Up, Ford Is Losing a Race It Rarely Loses

Key Points Ford’s lucrative F-150 often finds itself at the top of U.S. industry sales. The F-Series line has been estimated to drive 90% of Ford’s net profit. Due to supplier issues, critical F-150 supplies have dwindled, but Ford is working to recoup lost production through the end of 2026. 10 stocks we like better ...

Russ Cohen

History Says SpaceX Stock Will Do This in the Months After Its IPO

Key Points The biggest initial public offering (IPO) is now history. The blockbuster public debut of Space Exploration Technologies (NASDAQ: SPCX) earlier this month more than doubled the previous record, raising $85.7 billion. The stock has already been on quite a ride. Where does it go from here? Here’s what history suggests the next year ...