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.

Read more: https://www.cnbc.com/2026/05/11/these-capital-markets-names-on-josh-browns-list-have-been-big-winners-where-theyre-going-next.html

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

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.

Read more: https://www.cnbc.com/2026/04/23/an-industrial-name-key-to-the-ai-buildout-made-josh-browns-best-stocks-list-its-breaking-out.html

#JoshBrown #TraneTechnologies #Nvidia #SeanRusso

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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.

Read more: https://www.cnbc.com/2026/04/20/a-100-year-old-trucking-name-made-josh-browns-best-stocks-list-how-its-beating-the-market-in-2026.html

#JoshBrown #PACCAR #Westinghouse #Deere #SeanRusso

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US Top News and Analysis | Travel demand shows no signs of slowing. 3 stocks on Josh Brown's list to ride the wave

Travel demand shows no signs of slowing. 3 stocks on Josh Brown's list to ride the wave

This is The Best Stocks in the Market, brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management. Josh — The last time we wrote to you about the travel sector broadly, the big picture idea was that these were among the strongest names in the consumer discretionary part of the market because travel had been immune to some of the concern over household spending. People have been pulling back on lots of wants and needs, but the desire to get on a plane and check into a hotel is showing zero signs that it is abating. With the exception of Expedia (EXPE), the travel names we've written about have held up remarkably well given the market turmoil that began in February. The Expedia sell-off has nothing to do with travel spending, it's a byproduct of the AI disruption worries. As for the rest of the sector, cruising, flying, lodging, etc. are all pretty HALO and, as a result, these stocks have been hanging in there on our list. Sean thought it would be a good time to check in on the travel names we still have on our Best Stocks in the Market list given the underlying strength of the theme in the real economy. People are trading down and sacrificing elsewhere but they're not throwing away the experience portion of their budgets. Good news. We've got a trio of names to show you today — Hilton Worldwide Holdings (HLT), Marriott International (MAR) and Viking Holdings LTD (VIK).

Hilton Worldwide Holdings, Inc. (HLT): Sean — Post-Covid, travel stocks have been massive compounders. HLT has annualized 21% a year in total returns the past five years. But if you zoom out to 10 years (inclusive of a 51% drawdown in April 2020) the hotel chain has annualized an even more impressive 23% a year. We just had one of the largest tech booms in history the past decade. Hilton had a better annualized return than: Meta, the literal creator of today's social media, Amazon, the creator of e-commerce, and Microsoft, a leader in software, cloud and AI. Hilton even has the same annualized return as Google, the AI darling, cloud super-power, and owner of one of the best streaming platforms out there. How wild is that? People love traveling, and these two travel titans are delivering year in and year out. Starting with HLT first, in 2025 the chain had a net unit growth rate of 6.7% year-over-year with nearly 9,000 hotels in operation and 100,000 rooms open throughout the year. Hilton reports later in the month, they expect to report 9% top line revenue growth, 38% EBIT growth and roughly 14% EPS growth, all year over year. Josh — Regular readers of this column know we learn a lot about how persistent the buyers are by how a stock behaves during a broad market sell-off. Hilton (HLT) acts pretty well so far. This is where you separate damage from deterioration. Yes, the stock lost the 50-day, but it hasn't broken the trend. Price pulled back from the highs and is now hovering around that $300 area, which had been resistance and is now being tested as support. RSI in the low 50s shows momentum cooled off, not collapsed. For investors, this is still very much in play. The line that matters is the 200-day near $280 on a weekly closing basis. As long as that holds, this is a pullback within an uptrend, not the end of it. A move back above $300–$305 would quickly repair the chart and put the highs back in focus.

Read more: https://www.cnbc.com/2026/04/06/travel-demand-shows-no-signs-of-slowing-3-stocks-on-josh-browns-list-to-ride-the-wave.html

#joshbrown #ritholtzwealthmanagement

Who is Josh Brown?

Josh Brown is one of the most recognizable voices in personal finance today. Known as “The Reformed Broker,” Brown has carved out a niche for himself by helping everyday investors understand how money works. As the CEO of Ritholtz Wealth Management and a regular contributor on CNBC, he offers straightforward, real-world financial advice without the usual jargon.

If you’re trying to make better decisions about your finances, understanding who Josh Brown is and why his message resonates is a smart move.

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Stockbroker to Fiduciary

Josh Brown didn’t start out as a champion of everyday investors. In fact, he began his career as a traditional stockbroker. Over time, he became disillusioned with the conflicts of interest built into the commission-driven model of finance. He saw how brokers often pushed products that benefited the firm more than the client. This experience eventually led to a dramatic shift in his career philosophy.

He became a fiduciary—someone legally and ethically obligated to act in a client’s best interest. That move changed everything. He founded Ritholtz Wealth Management alongside other like-minded advisors who believe in transparency, evidence-based investing, and financial planning over product pushing.

What Does Ritholtz Wealth Management Do?

Ritholtz Wealth Management helps individuals and families build long-term financial plans. The firm emphasizes low-cost investing, often recommending index funds such as those that track the S&P 500. Instead of trying to beat the market with expensive strategies, they focus on aligning investments with personal goals and timelines.

Their services include:

• Retirement planning
• Tax-aware investing
• Cash flow management
• Investment portfolio design
• Behavioral coaching

Clients who follow their advice are often encouraged to keep a portion of their money in high-yield savings accounts for short-term goals, short-term Treasury bills for capital preservation, and a diversified stock portfolio—frequently built around the S&P 500—for long-term growth.

A Voice for Financial Literacy

https://youtu.be/PQQ7pPT_ObE?si=Rm9owu6NuBqv9Qzd

Josh Brown’s influence goes far beyond his day job. His blog, The Reformed Broker, has been active since 2008 and became popular during the financial crisis for its candid take on Wall Street. He has also written books, including Backstage Wall Street, which offers readers a behind-the-scenes look at how financial firms really operate.

Brown is a strong advocate for financial education. He often emphasizes the psychological side of money—how fear, greed, and emotional decision-making can derail even the best financial plan. His focus on behavior mirrors the core belief that understanding your money starts with understanding yourself.

Why Josh Brown Matters to Everyday Investors

Brown has helped shift the conversation in personal finance from speculation and hype to planning and discipline. He demystifies terms like “asset allocation,” “fee-based advisor,” and “long-term investing” for the average person. He also uses his platform on CNBC to call out bad practices in the industry and to promote a more ethical, transparent approach.

If you’re someone who’s interested in learning about money, budgeting, or working with a financial advisor, following Josh Brown can give you insights that go far beyond the usual talking points. He’s not selling a get-rich-quick plan—he’s teaching people how to think about wealth in a sustainable, rational way.

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Final Thoughts

Josh Brown represents a new kind of financial advisor: honest, data-driven, and focused on the client. He encourages people to read more about money, understand the risks they’re taking, and take control of their financial journey through thoughtful planning.

For anyone interested in building wealth over time—whether through budgeting apps, high-yield savings accounts, Treasury bills, or S&P 500 index funds—Brown’s work offers both clarity and inspiration.