Articles for author: Russ Cohen

Russ Cohen

This Catalyst Helped AMD Avoid Bankruptcy, and It's Coming Back to Supercharge the Stock (Hint: It's Not Artificial Intelligence)

Key Points AMD’s video game console business has historically been a major growth driver for the company. The company has deals to design semi-custom processors for Microsoft and Sony’s next-generation consoles. The strong growth of AMD’s data center business and a potentially strong surge in game console sales could send the stock soaring over the ...

Russ Cohen

5 Reasons Rambus Stock Price Collapse Is One Hot Entry Point

Rambus’ (NASDAQ: RMBS) stock price took investors on a wild ride in April, surging to fresh highs then collapsing in the wake of its earnings release. The candle formed in late April is scary, a large red candle nearly engulfing the prior two weeks, but this is one bear investors will want to cuddle. While ...

Russ Cohen

Quant Ratings Updated on 120 Stocks

Listen to the audio version of this article (generated by AI). This isn’t just another week for the market. You’ve got geopolitical uncertainty in the background and a Federal Reserve decision on deck. But it’s the surge of major earnings about to roll in that could really move the needle. And that’s where we could ...

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 ...