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US Top News and Analysis | These capital markets names on Josh Brown's list have been big winners. Where they're going next

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The article reviews Josh Brown’s “Best Stocks in the Market” list, noting that even though the S&P financials sector is down about 5% year‑to‑date amid concerns over AI‑driven margin pressure, higher‑rate borrowing, and inflation expectations, two capital‑markets firms—Cboe Global Markets (CBOE) and Interactive Brokers (IBKR)—are flourishing because they earn fees on every trade, posting record‑setting revenue and earnings growth and benefitting from surging trading volumes; the piece also highlights Goldman Sachs (GS), a larger bank whose banking and trading divisions have driven a 71% gain over the past year, though its momentum has softened, and provides price‑level guidance and disclosures for each stock while emphasizing that the broader sector’s underperformance creates selective opportunities in these well‑positioned trading‑focused companies.

#JoshBrown #CboeGlobal #InteractiveBrokers #GoldmanSachs #SP #SeanRusso

The Bad Place Apr 24

US Top News and Analysis | An industrial name key to the AI buildout made Josh Brown's Best Stocks list. It's breaking out

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Josh Brown highlighted Trane Technologies (TT) as a top pick because the HVAC maker is capitalizing on the AI‑driven data‑center boom. After expanding revenue from $12.5 billion to $21.3 billion over five years, the company bolstered its cooling portfolio with the 2026 acquisition of LiquidStack for immersion cooling and the purchase of Stellar Energy Americas for modular data‑center solutions. These moves position Trane to serve the high‑heat demands of AI‑heavy facilities while also benefiting from broader demand for energy‑efficient HVAC in commercial, industrial and residential buildings. Financially, revenue has grown at an 11 % CAGR and adjusted EPS at a 24 % CAGR, with an $8 billion backlog and 6‑7 % organic top‑line growth expected in 2026. Technically, the stock has broken out of a 2025 correction, holding above $450; a dip below $445 would invalidate the rally, while sustained strength could push the price toward $500‑$550. The outlook is reinforced by strong Q4 bookings, a record backlog, and an upcoming earnings release on April 30.

#JoshBrown #TraneTechnologies #Nvidia #SeanRusso

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The Bad Place Apr 20

US Top News and Analysis | A 100-year-old trucking name made Josh Brown's Best Stocks list. How it's beating the market in 2026

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Josh Brown’s latest “Best Stocks in the Market” roundup highlights how 100‑year‑old industrial firms are thriving amid the AI‑driven capex boom and a nationwide push for electrification and infrastructure upgrades. He and Sean Russo point to three standout names: PACCAR (PCAR), the maker of Kenworth, Peterbilt and DAF trucks, which boasts 87 years of profitability and aims to add $3.5 billion in parts sales by 2030 through AI‑enabled services; Westinghouse Air Brake Technologies (WAB), a rail‑equipment leader whose EPS has tripled since 2020 and is targeting mid‑single‑digit revenue growth and double‑digit EPS gains in 2026; and Deere & Co. (DE), which rebounded after a sharp sell‑off, driven by strong equipment orders, cost‑cutting measures and rising construction spending tied to U.S. infrastructure projects. While Brown sees PACCAR poised for a breakout above $130 and WAB consolidating before a next leg up, DE appears stalled around its 50‑day average, with investors cautioned to wait for more decisive momentum before adding positions.

#JoshBrown #PACCAR #Westinghouse #Deere #SeanRusso

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