Articles for author: Russ Cohen

Russ Cohen

Is Cava (CAVA) a Buy as Wall Street Analysts Look Optimistic?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let’s see ...

Russ Cohen

Shutdown, Jobs Shock & the AI Stock Rally

Last week, our government shut down for the first time since December 2018. It lasted 35 days, the longest in U.S. history. But I don’t expect this shutdown to last that long. Although we’re several days into the shutdown, the market doesn’t seem worried. In fact, all the major indices have been up since last ...

Russ Cohen

Will Nebius' Toloka and ClickHouse Stakes Fund Its AI Expansion?

Nebius Group N.V. NBIS is an Amsterdam-based AI infrastructure neo cloud company. NBIS is witnessing hyper revenue growth (up 625% last quarter) as demand for AI infrastructure has exploded, fueled by the increasing usage of generative AI, machine learning and high-performance computing applications. AI cloud infrastructure revenues grew more than nine times year over year, ...

Russ Cohen

Are Amazon's Subscription Services Becoming a Long-Term Growth Engine?

Amazon‘s AMZN subscription services are becoming one of its strongest and most stable growth drivers. This segment consists of Prime memberships, digital video, audiobooks, digital music and e-books. With enhanced content, faster delivery and bundled offerings, the company is turning its subscription ecosystem into a reliable source of long-term profitability. The success of Prime Day ...

Russ Cohen

Ford Just Can't Catch a Break Right Now

Key Points Challenges have mounted for Ford, including tariffs, recalls, and removal of EV incentives. Now, a new problem: a supplier plant fire is expected to derail F-150 production. Ford’s plant downtime could cost the automaker up to $1 billion. 10 stocks we like better than Ford Motor Company › Ford Motor Company (NYSE: F) ...

Russ Cohen

Best Stock to Buy Right Now: Alibaba vs. Amazon

When it comes to tech stocks riding the artificial intelligence (AI) wave, both Amazon (NASDAQ: AMZN) and Alibaba (NYSE: BABA) are in strong positions. Each is leaning into AI to help drive growth for cloud computing and e-commerce businesses that both companies operate. Let’s see which stock is the better buy. Where to invest $1,000 ...

Russ Cohen

Noteworthy Friday Option Activity: NFLX, TSLA, AXP

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Netflix Inc (Symbol: NFLX), where a total of 69,401 contracts have traded so far, representing approximately 6.9 million underlying shares. That amounts to about 226% of NFLX’s average daily trading volume over the past month of 3.1 million ...