Articles for author: Russ Cohen

Russ Cohen

Alibaba Doubles Down on AI Margins: Time to Hold or Cut Your Losses?

Alibaba Group‘s BABA aggressive AI strategy is rapidly becoming an expensive gamble that threatens to destroy shareholder value rather than create it. Despite appearing cheap on traditional metrics, Alibaba represents a classic value trap where superficial attractiveness masks deeper structural problems. Alibaba continues to trade at a premium valuation with a Value Score of C. ...

Russ Cohen

Prediction: These 2 Trillion-Dollar Artificial Intelligence (AI) Stocks Could Strike a Megadeal That Wall Street Isn't Ready For

Key Points Apple has yet to launch a widely adopted breakthrough in the artificial intelligence (AI) landscape, instead opting for incremental iPhone updates and grand visions for products not yet launched. Tesla has built an autonomous driving system and a humanoid robot, but neither business is moving the needle financially for the company. Apple and ...

Russ Cohen

1 Reason to Buy Amazon (AMZN) Stock

Key Points Amazon is known for being the leader in online shopping, but it has numerous growth drivers. The sprawling business has its hands in digital advertising, healthcare, and autonomous driving. Its most exciting segment is perhaps cloud computing, which boasts strong profitability. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) is ...

Russ Cohen

Taylor Devices' Q4 Earnings Surge Y/Y on Defense Demand

Shares of Taylor Devices, Inc. TAYD have gained 4.7% since the company reported its earnings for the quarter ended May 31, 2025. This compares favorably to the S&P 500 index, which has declined 1.2% in the same time frame. However, over the past month, Taylor Devices’ stock has declined 5.8%, underperforming the S&P 500’s 0.7% ...

Russ Cohen

Bull of the Day: Micron Technology (MU)

Still flying somewhat under the radar, Micron Technology MU has become a leader in the AI infrastructure boom due to strong demand for its high-bandwidth memory (HBM) solutions. With HBM being essential to powering generative AI models, Micron’s stock has started to rebound toward its 52-week highs of $129 a share, with some analysts’ price targets ...

Russ Cohen

Buy, Sell or Hold OKTA Stock? Key Tips Ahead of Q2 Earnings

Okta OKTA is set to release second-quarter fiscal 2026 results on Aug. 26. Okta anticipates non-GAAP earnings in the range of 83-84 cents per share in the to-be-reported quarter. Revenues are expected to be in the range of $710-$712 million, indicating growth of 10% year over year. The Zacks Consensus Estimate for earnings has remained ...