Articles for author: Russ Cohen

Russ Cohen

Lithia Q1 Earnings Top Estimates on Higher Aftersales Margin

Lithia Motors LAD posted first-quarter 2026 adjusted earnings of $7.34 per share, down 4% from $7.66 a year ago. However, the bottom line beat the Zacks Consensus Estimate of $7.06 by 4%.  Quarterly revenues rose 1% year over year to $9.27 billion but came in below the Zacks Consensus Estimate of $9.36 billion by 0.9%. ...

Russ Cohen

Gold or Silver – Which Do You Buy Right Now?

Listen to the audio version of this article (generated by AI). The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which do you buy? In the horse race between gold and silver, which metal is poised to take the lead ...

Russ Cohen

Bloom Energy Stock Surges 27% on Q1 Beat, but Correction Looms

If you are wondering how all those data centers will be powered, look no further than Bloom Energy (NYSE:). It holds the key to unlocking the bottleneck limiting datacenter expansion today: power supply. Hyperscalers unable to connect to the power grid are turning to Bloom Energy because its fuel cells are easy to deploy and ...

Russ Cohen

If New Apple CEO John Ternus Takes Anything Away From Tim Cook's Legendary 15-Year Run, It Should Be This $841 Billion Lesson

Key Points Tim Cook will leave Apple with shareholders’ high regard because he’s steered the company to phenomenal returns during his 15-year stint as CEO. Cook is known for being an expert in supply chain logistics. But he also employed one shareholder-friendly practice that has certainly made an impact during his tenure. 10 stocks we ...

Russ Cohen

Tesla Vs. Vertiv – Which One Should You Buy After Earnings?

Listen to the audio version of this article (generated by AI). If you’ve ever seen the movie Moneyball, you already understand one of the most important lessons in investing. In the film, one team couldn’t compete with the biggest spenders in baseball. So, instead of chasing star players, they changed the way they evaluated talent. ...

Russ Cohen

The AI Shopping Shift Separating Retail Winners From Losers

AI-driven shoppers are spending more – and quietly boosting a select group of retail stocks… Listen to the audio version of this article (generated by AI). Tom Yeung here with today’s Smart Money. We are all well aware of the risks artificial intelligence adds to investing. Just look at the recent “SaaSpocalypse” that rocked the ...

Russ Cohen

Alphabet Earnings Didn’t Just Beat—They Changed the Story

Some quarters meet expectations, some beat them, and some reframe the entire narrative. ’s Q1 2026 results, reported on April 29, fall firmly in the third category. The company just delivered its strongest revenue growth rate since 2022. It absolutely crushed estimates across nearly every major metric and provided a forward outlook that suggests the ...

Russ Cohen

Three Stocks for the AI Infrastructure Boom

Listen to the audio version of this article (generated by AI). 114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum reversal… how do you invest? As I write on Wednesday, stocks are rallying on last night’s news that President ...