Articles for author: Russ Cohen

Russ Cohen

JD Rides on Strong Retail Segment Growth: Can Upside Continue Ahead?

JD.com‘s JD core retail business is powering ahead, reaffirming its role as the company’s key growth engine. JD Retail’s revenues rose 20.6% year over year to RMB 310.1 billion, contributing the bulk of the total company’s revenues. Profitability also improved, with operating margin rising to 4.5% from 3.9%, its best sequential performance. Broad-based category strength ...

Russ Cohen

Where Will Lucid Stock Be in 1 Year?

With its shares down 52% since the start of the year, Lucid Group (NASDAQ: LCID) seems to be a falling knife. Even though shares look cheap right now, they could fall even more due to the company’s deteriorating fundamentals. Let’s explore what the next 12 months could have in store as the embattled electric-vehicle (EV) ...

Russ Cohen

Broadcom and Oracle Just Catapulted the "Ten Titans" to 39% of the S&P 500. Here's What It Means for Your Investment Portfolio

Key Points Just a handful of large growth stocks can move the S&P 500. Investors may have significant exposure to the “Ten Titans” through index funds and ETFs. The “Ten Titans” could be responsible for a prolonged bull market or a major sell-off. 10 stocks we like better than Broadcom › Broadcom (NASDAQ: AVGO) and ...

Russ Cohen

Microsoft's Datacenter Boom: The Next Big Growth Driver for the Stock?

Microsoft‘s MSFT aggressive datacenter expansion strategy is emerging as a powerful catalyst for future growth, with the tech giant’s infrastructure investments reaching unprecedented levels. The company’s recent announcement to expand its Wisconsin datacenter plan to $7 billion underscores a broader commitment to building the computational backbone necessary for AI and cloud services dominance. The scale ...

Russ Cohen

Crypto Market Update: Fed Cuts Rates, Bitcoin Price Reacts

Here’s a quick recap of the crypto landscape for Wednesday (September 17) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ethereum and altcoins, along with a round-up of key cryptocurrencymarket news ​Bitcoin and Ethereum price update Bitcoin (BTC) was priced at US$115,680, a 1 percent decrease in 24 hours. Its lowest valuation ...

Russ Cohen

Why AMD Stock Tumbled Today

Key Points Intel (NASDAQ: INTC) stock soared more than 25% in early trading Thursday, and Nvidia (NASDAQ: NVDA) stock is at least up a couple of percentages, but what about the third giant of the semiconductor manufacturing world, Advanced Micro Devices (NASDAQ: AMD)? AMD, it turns out, is down 3% through 10:55 a.m. ET. Where ...

Russ Cohen

Prediction: This Artificial Intelligence (AI) Stock Will Become the First $6 Trillion Company, According to a Wall Street Analyst

Key Points Rising infrastructure investments from AI hyperscalers should fuel further growth for Nvidia’s data center business. Over the next year, Nvidia will be increasing the commercialization of its next-generation GPU architectures. Emerging applications and the release of new GPUs should help Nvidia maintain its dominant position in the AI infrastructure landscape. 10 stocks we ...

Russ Cohen

9 Under-the-Radar AI Stocks to Buy Now

Key Points These stocks range from $270 million to $22 billion in market cap, providing AI exposure without mega-cap concentration risk. Each targets specific AI niches — from edge chip design to credit decisioning to IoT platforms — rather than competing head-on with giants. Many generate real revenue today with enterprise customers, unlike speculative AI ...

Russ Cohen

Disney's Streaming Base Expands: Can Subscriber Growth Drive Gains?

Disney’s DIS streaming base is growing rapidly, underscoring its growing role in driving the company’s Entertainment strategy. In the third quarter of fiscal 2025, combined Disney+ and Hulu subscriptions climbed to 183 million, up 2.6 million sequentially. This momentum broadens the company’s advertising reach, strengthens bundling opportunities and enhances its ability to monetize subscribers through ...