Articles for author: Russ Cohen

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 ...

Russ Cohen

Ford Tops Q3 Earnings Mark, Cuts '25 EBIT View Amid Novelis Fire

Ford F reported third-quarter 2025 adjusted earnings per share of 45 cents, which surpassed the Zacks Consensus Estimate of 38 cents but declined from 49 cents recorded in the year-ago quarter. The company’s consolidated third-quarter revenues came in at $50.5 billion, up 9.3% year over year. F’s total automotive revenues came in at $47.2 billion, ...

Russ Cohen

Meet the Magnificent Vanguard ETF With 43% of Its Portfolio Invested in Nvidia, Apple, and Microsoft

Key Points One of the key benefits of exchange-traded funds is instant diversification. Vanguard Information Technology ETF’s portfolio doesn’t seem particularly diverse when you look at the top 10 holdings. Using a hybrid market cap weighting approach, this ETF has more inside it than you may think. 10 stocks we like better than Vanguard Information ...

Russ Cohen

NVE Corp Reports Y/Y Declines in Profit & Revenues in Q2

Shares of NVE Corporation NVEC have declined 1.5% since reporting second-quarter fiscal 2026 results on Oct. 22, 2025, compared with a 0.5% drop in the S&P 500 index. Over the past month, the stock has risen 9.7%, outpacing the S&P 500’s 1.5% rally, reflecting investor optimism about the company’s growth prospects despite near-term revenue softness. ...

Russ Cohen

eBay Gears Up to Report Q3 Earnings: What's in the Offing?

eBay EBAY is scheduled to report its third-quarter 2025 results on Oct. 29. For the third quarter, eBay expects total revenues between $2.69 billion and $2.74 billion. The Zacks Consensus Estimate for third-quarter 2025 revenues is pegged at $2.74 billion, suggesting 6.38% year-over-year growth. eBay’s third-quarter 2025 diluted non-GAAP earnings per share (EPS) are expected ...

Russ Cohen

Could Advanced Micro Devices Become the New Growth Story in AI Chips?

Key Points When investors talk about artificial intelligence (AI) chips, they often mention Nvidia (NASDAQ: NVDA). It’s the world’s largest producer of discrete GPUs for data centers, where they’re used to process complex AI tasks. Most of the world’s top AI companies, including Microsoft (NASDAQ: MSFT) and OpenAI, use its chips. But Advanced Micro Devices ...