Articles for author: Russ Cohen

Russ Cohen

AI Isn’t Done, but the Leaders Might Be

Listen to the audio version of this article (generated by AI). Editor’s Note: 🔊 Prefer to listen? You can now listen to today’s issue. Click the play button above. Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My colleague ...

Russ Cohen

Noteworthy ETF Inflows: SNPE, NVDA, AAPL, MSFT

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Xtrackers S&P 500 ESG ETF (Symbol: SNPE) where we have detected an approximate $407.2 million dollar inflow — that’s a 15.4% increase week over week in outstanding units (from 40,300,001 to 46,500,001). Among the largest ...

Russ Cohen

onsemi Stock Dips After Earnings: Why the Dip Is Buyable

’s price action surged in April as signs of broad-based improvement in industrial semiconductor demand gripped the market. The move raises red flags, as its parabolic advance is unsustainable unless, of course, there are forces supporting it. In this case, onsemi has numerous factors working in its favor, pointing not only to fresh highs but ...

Russ Cohen

Copper, the AI Gold Rush, and 12 Stocks to Avoid

Listen to the audio version of this article (generated by AI). Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about Editor’s Note:🔊 Prefer to listen? Tap the play button above to hear today’s Digest. One of Eric Fry’s favorite ways to play the ...

Russ Cohen

Norwegian Cruise Line Cuts Outlook as Headwinds Build

It’s been rough seas for , and it’s unlikely to be smooth sailing anytime soon. After reporting mixed first-quarter results Monday morning, the company slashed its outlook, citing mounting headwinds ahead. The cruise company has been taking steps to address internal missteps that have weighed on results over the past few years. While progress is ...

Russ Cohen

The AI Job Shake-Up Could Create Big Winners – and Losers

The AI workforce revolution is accelerating, creating major risks for some stocks and major opportunities for others. Listen to the audio version of this article (generated by AI). Hello, Reader. 92,000. That’s the staggering number of tech workers that have been laid off so far this year, according to Layoffs.fyi. AI is a large contributor to ...

Russ Cohen

CDW Gears Up to Post Q1 Earnings: Is a Beat in the Cards?

CDW Corporation CDW is scheduled to release first-quarter 2026 results before the market opens on May 6. The Zacks Consensus Estimate for revenues is pegged at $5.4 billion, indicating 3.9% growth from the prior-year quarter. As a leading IT solutions provider serving enterprises, government, education and healthcare sectors, Vernon Hills-based CDW sits at the intersection of enterprise IT spending, ...