Articles for author: Russ Cohen

Russ Cohen

Notable ETF Inflow Detected – QQQ, NVDA, MSFT, AAPL

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $5.4 billion dollar inflow — that’s a 1.5% increase week over week in outstanding units (from 634,750,000 to 644,150,000). Among the largest underlying components ...

Russ Cohen

Will Nebius' 1 GW Capacity Target by 2026 Accelerate Revenue Growth?

Nebius Group N.V. NBIS is positioning itself as a key player in the AI infrastructure space by setting an ambitious target of securing one gigawatt (“GW”) of capacity by 2026. Management remains confident that aggressive capacity buildout will aid in achieving “mid-single digit billions of dollars in revenues” in the mid-term. Scaling capacity is inherent ...

Russ Cohen

See Which Of The Latest 13F Filers Holds NFLX

At Holdings Channel, we have reviewed the latest batch of the 74 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Netflix Inc (Symbol: NFLX) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer ...

Russ Cohen

Can Ferrari Maintain Pole Position After Its Q2 Performance?

Ferrari N.V. RACE has been firing on all cylinders, with second-quarter 2025 results underscoring why the prancing horse continues to outpace the broader auto sector. The luxury automaker’s revenues surged 12% year over year to €1.66 billion, powered by not just higher deliveries but also strong pricing discipline. Its ability to raise prices without denting ...

Russ Cohen

Thinking of Buying Alibaba Stock? Here's 1 Green Flag and 1 Red Flag.

Key Points Alibaba (NYSE: BABA) was once the crown jewel of China’s internet economy. Today, it’s more complicated. The e-commerce giant has faced regulatory crackdowns, weakening Chinese consumer marketing, and fierce competition from fast-moving rivals like Pinduoduo and Douyin. Yet beneath the surface, Alibaba is quietly undergoing a significant transformation — one that could define ...

Russ Cohen

Honda Q1 Earnings Surpass Expectations, Revenues Rise Y/Y

Honda HMC reported earnings of 97 cents per share for the first quarter of fiscal 2026, topping the Zacks Consensus Estimate of 51 cents. The bottom line, however, declined from the year-ago quarter’s earnings of $1.57 per share. Quarterly revenues totaled $37 billion, which lagged the Zacks Consensus Estimate of $37.8 billion but came ahead ...

Russ Cohen

Dutch Bros (BROS) Is Considered a Good Investment by Brokers: Is That True?

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 ...