Articles for author: Russ Cohen

Russ Cohen

Stock-Split Watch: Is IonQ Next?

Key Points IonQ is the most valuable pure-play quantum computing stock. It’s surged over the last year as excitement over quantum computing has picked up. Revenue is still minimal, but management expects growth to improve this year. 10 stocks we like better than IonQ › Quantum computing stocks are getting a lot of attention these ...

Russ Cohen

Where Will Plug Power Be in 5 Years?

Key Points Plug Power has achieved a lot in 2025, and its stock price has more than doubled in just six months. Plug Power’s worst days could be over as its electrolyzer sales boom and hydrogen costs come down. Its stock price could zoom if Plug Power can become profitable as planned. 10 stocks we ...

Russ Cohen

Wall Street Bulls Look Optimistic About Nu (NU): Should You Buy?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

1 Stock to Buy, 1 Stock to Sell This Week: Meta Platforms, Starbucks

Fed policy decision, ‘Mag 7’ earnings, and Trump-Xi meeting will be in focus this week. Meta is expected to report solid earnings and guidance thanks to AI-driven momentum and an improving digital ad market. Starbucks’ stock is trading in a vulnerable range, with technical indicators pointing to potential downside if earnings disappoint. Looking for actionable ...

Russ Cohen

Year-End Rally Odds Increase: Stocks to Watch

US stocks opened higher Friday morning and looked primed for their second straight winning week after President Trump confirmed an upcoming meeting with Chinese President Xi, alleviating trade tensions between the two nations. Adding to the bullish case, market participants have reacted positively to the latest round of third-quarter earnings reports. Overall, the start to ...

Russ Cohen

Is This AI Rally Sustainable or Just Another Bubble in Disguise?

Key Points Nvidia is more informed on this subject than many investors are. Companies like Microsoft, Amazon, Alphabet, and Meta Platforms have legitimate, non-AI businesses funding their AI investments. 10 stocks we like better than Nvidia › The race for leadership in artificial intelligence (AI) has been ongoing since the start of 2023. As we ...

Russ Cohen

Palantir Expands AI Alliance With Lumen for Enterprise Innovation

Palantir Technologies PLTR has deepened its collaboration with Lumen Technologies LUMN through a multi-year, multi-million-dollar strategic partnership focused on helping enterprises deploy artificial intelligence faster and more securely. The deal integrates Palantir’s Foundry and Artificial Intelligence Platform with Lumen’s Connectivity Fabric, designed to streamline data movement across multi-cloud environments. Together, the companies aim to simplify ...

Russ Cohen

Is Now the Time to Buy Netflix Stock?

Key Points The stock turned lower following the streaming-TV specialist’s earnings report this week. Business momentum remains solid, with revenue growth accelerating and ads gaining traction. The price-to-earnings multiple may be too demanding. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) stock’s stellar year was threatened this week. The company reported third-quarter ...

Russ Cohen

Be Concerned About Tesla's Q3 Earnings Miss?

Despite missing earnings expectations yesterday evening, Tesla TSLA stock was resilient in Thursday’s trading session. Falling sharply in early morning trading, TSLA ended the day up +2%, extending YTD gains to a respectable +10% considering the cost challenges the EV leader has faced. Adding to these headwinds, it was inevitable that Tesla would have to reduce ...

Russ Cohen

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

Baidu’s BIDU AI Cloud business is gaining strategic significance as the company focuses on scaling its foundation model ecosystem and expanding enterprise use cases. The launch of ERNIE 4.5, a family of 10 open-sourced models optimised for reasoning, instruction-following and multimodal understanding, marks an important step toward strengthening Baidu’s technological depth in China’s competitive AI ...