Articles for author: Russ Cohen

Russ Cohen

Bull of the Day: NVIDIA Corp. (NVDA)

NVIDIA Corp. NVDA is back to being a Zacks Rank #1 (Strong Buy). Are you in? NVIDIA is the leading AI and accelerated computing company in the world. It is in the exclusive “trillion-dollar” club. NVIDIA has a market cap of $5.4 trillion. NVIDIA Beat Again in the Fiscal Second Quarter 2027 On Aug 26, ...

Russ Cohen

Bill Ackman Built a $2.4 Billion Stake in Microsoft, Calling It a "Core Holding" Bought at a "Highly Compelling Valuation." Here's Why He's Betting Big on Big Tech.

Key Points Earlier this year, Pershing Square (NYSE: PS) founder and CEO Bill Ackman piled into a stock well-known not only to tech investors, but the general public at large: Microsoft (NASDAQ: MSFT). Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called ...

Russ Cohen

Did California Hit the “Kill Switch” On the AI Trade?

Listen to the audio version of this article (generated by AI). California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market California just took the first step toward reining in AI… When we first profiled last week’s AI selloff caused by Jacon Coxon’s viral extinction ...

Russ Cohen

Nasdaq 100 Movers: NFLX, HONIV

In early trading on Friday, shares of Honeywell International topped the list of the day’s best performing components of the Nasdaq 100 index, trading up 7.5%. Year to date, Honeywell International registers a 42.2% gain. And the worst performing Nasdaq 100 component thus far on the day is Netflix, trading down 5.3%. Netflix is lower ...

Russ Cohen

Why Quarter-End Window Dressing Could Lift These 2 AI Stocks

Listen to the audio version of this article (generated by AI). There’s an old Wall Street ritual that happens near the end of every quarter. It’s called “window dressing.” This is when professional money managers start making their portfolios look a little prettier. Fund managers know their clients are about to see what they own. ...

Russ Cohen

A Closer Look at the 'Big 3' Investing Styles

Investors typically gravitate toward several market strategies, including income, growth, or value. Each style caters to different investor profiles. Income investors seek passive income from dividend payouts or other income-generating assets, growth investors seek market-beating gains from companies expected to grow at an above-average rate, and value investors look for discounted market opportunities. Let’s take ...

Russ Cohen

Don’t Miss the Great AI Rotation

The AI revolution is entering a new regime, and asset-heavy companies could be next in line. Listen to the audio version of this article (generated by AI). Hello, Reader. There is a common pattern in new technology cycles, and it goes like this:  The innovation itself appears. Then, a bottleneck emerges. Next, capital floods in to solve the problem. ...

Russ Cohen

Will Ford's $1B Kentucky Investment Boost Manufacturing Efficiency?

Ford Motor Company F is reinforcing its long-term presence in Kentucky with plans to invest $1 billion in a new state-of-the-art paint shop at the Kentucky Truck Plant. The new facility will replace the plant’s existing paint shop and further modernize one of Ford’s key manufacturing operations. Construction is expected to begin by the end ...