Articles for author: Russ Cohen

Russ Cohen

Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?

Alibaba‘s BABA aggressive push into AI has reached an inflection point in September 2025, with the Chinese tech giant unveiling groundbreaking models that challenge Western dominance in generative AI. The company’s latest releases, including the ultra-efficient Qwen3-Next architecture and the trillion-parameter Qwen3-Max preview, signal a transformative shift in its cloud and AI strategy. For growth ...

Russ Cohen

This Artificial Intelligence (AI) ETF Has Outperformed the Market By 2.4X Since Inception and Only Holds Profitable Companies

Key Points AI is poised to be the biggest secular trend in many decades or even generations. Buying an exchange-traded fund (ETF) can be a less risky way to gain exposure to AI relative to buying individual stocks. Roundhill Magnificent Seven ETF (MAGS) holds the “Magnificent Seven” stocks: Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, ...

Russ Cohen

Is GigaCloud Technology Inc. (GCT) 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

Not Nearly Enough Investors Are Talking About Coupang Stock

Key Points When U.S. investors hear the word “e-commerce,” it’s natural for them to think of Amazon, the company that redefined how people think about shopping online. But they may easily overlook one company in Asia that’s following the Amazon playbook and putting up impressive results. Coupang (NYSE: CPNG) now dominates the South Korean e-commerce ...

Russ Cohen

NVIDIA's Data Center Sales Soar 56% in Q2: Can It Keep the Momentum?

NVIDIA Corporation’s NVDA latest quarterly results showcased how critical the data center business has become for the company. In the second quarter of fiscal 2026, Data Center revenues jumped 56% year over year to $41.1 billion and accounted for approximately 89% of the total revenues of $46.74 billion. This robust growth was primarily driven by ...

Russ Cohen

Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity

Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide tools for data mining, transformation, visualization, and predictive analytics. Market Data Forecast estimated that the global big data ...

Russ Cohen

Will New Big Technology Engagements Reshape Innodata's Growth Path?

Innodata Inc. INOD is strengthening its position as a key partner in the artificial intelligence (“AI”) ecosystem. The company has built strong relationships with leading global technology firms, where demand for high-quality data services continues to rise. As AI advances toward more complex applications, these partnerships have the potential to significantly alter the company’s growth ...