Articles for author: Russ Cohen

Russ Cohen

The 4 Best AI Stocks to Buy in May

Key Points Nvidia and Broadcom are profiting mightily from AI compute demand. Chip foundry Taiwan Semiconductor just raised full-year guidance. AI infrastructure provider Nebius is growing at warp speed. 10 stocks we like better than Nvidia › It’s hard to believe that 2026 is a third of the way over, but that’s where we find ...

Russ Cohen

What This Week’s Earnings Really Tell Us About AI

Listen to the audio version of this article (generated by AI). Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your portfolio As I write on Monday, oil is trading higher in the wake of this weekend’s failed peace negotiations. ...

Russ Cohen

Palantir’s Biggest Rival Revealed

Wall Street is heading into one of its most pivotal weeks of the year. One reason is the Federal Reserve. The central bank will announce its key interest rate decision on Wednesday. And while it is widely expected to remain steady at the 3.5% – 3.75% range, Wall Street will be looking for clues to ...

Russ Cohen

Worried About Meta's AI Spend? It's Already Paying Off.

Key Points Meta fell sharply after its latest earnings report amid fears it was overspending on capex. Revenue grew at its fastest pace since the pandemic. Its AI spending is supporting its core ad business. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) stock plunged on Thursday as investors balked ...

Russ Cohen

Netflix Stock Is Down 32%. Here's Why It's a Screaming Buy.

Key Points Netflix is expanding into live events, video podcasts, and gaming to further engage subscribers. Although the streaming giant’s stock is well off 52-week highs, the company’s balance sheet is very strong. The company has more than 325 million subscribers. 10 stocks we like better than Netflix › Trading at $91 per share, Netflix ...

Russ Cohen

Inside the Machines That Now Run Wall Street

Listen to the audio version of this article (generated by AI). Editor’s Note: Some of the most powerful trading firms in the world no longer rely on human instinct. They rely on pattern recognition — systems that sift through enormous amounts of market data looking for repeatable setups with a statistical edge. That shift is ...

Russ Cohen

Three AI Stocks Surging As the Market Meanders

Listen to the audio version of this article (generated by AI). Bear talk? A bull market is still going on… Earlier this week, multiple roads were closed in Albany, N.Y., when a black bear climbed a tree and spent hours lounging on a branch. The bear was eventually shot with a tranquilizer dart and caught in ...

Russ Cohen

Buy GM or Ford Stock After Crushing Q1 EPS Expectations?

Investors may be taking a fresh look at General Motors GM) and Ford Motor’s F) stock after their stronger-than-expected Q1 earnings and upgraded guidance. GM topped Wall Street’s EPS expectations yesterday evening, and Ford followed suit with its own earnings beat after-market hours on Wednesday. Both automakers delivered earnings beats that signaled stronger profitability, healthier ...