Articles for category: Most Popular

Russ Cohen

Before You Invest in SpaceX, Consider This Top Competitor

Key Points The upcoming SpaceX initial public offering (IPO) has caught the market’s attention, and the buzz is getting louder as SpaceX, Anthropic, and OpenAI are all planning huge public debuts. But investing in a giant IPO may not be the right move for most individual investors. The private investors who have funded these companies ...

Russ Cohen

Is This Acquisition a Game Changer for Netflix?

Key Points Netflix bought a company that provides AI tools to filmmakers. This acquisition may somewhat move the needle for the company down the road. Given Netflix’s competitive edge and massive addressable market, the stock is still a buy. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has underperformed broader equities over ...

Russ Cohen

XLE, FDRS: Big ETF Inflows

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the State Street Energy Select Sector SPDR ETF, which added 24,350,000 units, or a 3.5% increase week over week. Among the largest underlying components of XLE, in morning trading today Exxon Mobil is ...

Russ Cohen

Could Apple Be the Biggest Pick-and-Shovel AI Stock?

Key Points Some investors have worried that Apple might be falling behind in the age of AI. But it is seeing surprising demand from companies using its laptops for AI development. Mac sales are up 6% year over year, based on the latest quarterly earnings. 10 stocks we like better than Apple › Is Apple ...

Russ Cohen

Beyond Mega-Cap Tech: Q1 Earnings Confirm a Broadening Growth Trend

The Q1 earnings season reconfirmed the steadily improving earnings outlook we have consistently highlighted in our earnings commentary. The earnings focus lately has been on the blockbuster mega-cap Tech players in the Magnificent 7 group of companies, but results have been impressive across the board in all sectors. Most companies have comfortably exceeded Zacks Consensus ...