Broadcom vs. AMD: Which AI Chip Stock Has the Better Risk-Reward?

Tech behemoths Broadcom Inc AVGO and Advanced Micro Devices, Inc. AMD have benefited immensely from strong artificial intelligence (AI)-driven growth, as reflected in their latest quarterly results. However, the two companies differ in their growth prospects, competitive positioning and valuation. So, which stock offers the …

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A Hawkish Fed Speech Turns a Green Morning Red

Key Points The Dow finished flat, the S&P 500 slipped 0.13%, and the Nasdaq Composite fell 0.30% after a hawkish Warsh speech. The odds of a September rate hike firmed to roughly a coin toss. Exactly half of the 30 Dow stocks rose, leaving the …

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TPR's Fiscal 2027 Outlook Pits Margin Expansion Against Tariff Risk

Tapestry, Inc. TPR enters fiscal 2027 with a tougher earnings test after fourth-quarter adjusted earnings beat the Zacks Consensus Estimate and margins expanded sharply. Management still expects profit growth even as revenue growth moderates. The question is whether operating gains can absorb higher marketing spending …

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Billionaire Ken Griffin Is Shifting His AI Bets. Here's What He's Buying and Selling.

Key Points Amazon Web Services had its fastest growth in more than four years in the latest quarter. Microsoft generated $19.6 billion in free cash flow in the fourth quarter of fiscal 2026. Griffin’s Citadel funds sold shares in several other top AI companies, including …

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Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?

Key Points Ackman’s hedge fund has averaged annual gains of around 16%. That’s well above the stock market’s average. The portfolio’s concentration suggests a lot of confidence. 10 stocks we like better than Netflix › Bill Ackman is the Founder and CEO of the Pershing …

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4 Domestic Auto Biggies Poised to Benefit From Industry Resilience

The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax …

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AVEM, BABA, AU, NTES: 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 Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $444.6 million dollar inflow — that’s a 1.6% increase week over week …

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Even Elon Musk Now Admits Natural Gas Isn't Going Away. Here's What That Means for Nuclear Energy Stocks, Including NuScale Power and Oklo

Key Points Space Exploration Technologies CEO Elon Musk has long been known for his war on carbon emissions. In a 2006 blog post for Tesla, he laid out his ultimate aim: “[T]he overarching purpose of Tesla Motors (and the reason I am funding the company) …

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PCE Runs Hotter-Than-Expected – Time for a Hike?

Listen to the audio version of this article (generated by AI). The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings? The July Personal Consumption Expenditures (PCE) price index report dropped this morning, coming in a touch hotter than Wall Street …

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Crypto Market Update: Market Hits Extreme Greed for First Time Since 2024

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 26) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,423.32, down by …

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