Articles for author: Russ Cohen

Russ Cohen

Did Alphabet Just Say "Checkmate" to Nvidia?

Key Points Nvidia’s success throughout the artificial intelligence (AI) revolution rests almost entirely on its chip dominance. Alphabet’s custom tensor processing units (TPUs) are gaining momentum from AI hyperscalers. Some investors worry that Nvidia could be dethroned by Alphabet in the chip industry. 10 stocks we like better than Alphabet › For the last three ...

Russ Cohen

Is Palantir or Nvidia the Best AI Stock for 2026?

Key Points Palantir’s software is dominating its industry. Nvidia is seeing rising competition from its peers. Palantir’s stock trades at a much higher valuation than Nvidia’s. 10 stocks we like better than Nvidia › Palantir (NASDAQ: PLTR) and Nvidia (NASDAQ: NVDA) have been two of the best-performing AI stocks since 2023. Palantir is leading Nvidia, ...

Russ Cohen

ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?

Arista Networks, Inc. ANET and International Business Machines Corporation IBM are leading players in the enterprise and data-center networking space, focusing on infrastructure vital to cloud computing and AI (artificial intelligence) workloads, hybrid cloud adoption and data center growth. Arista offers one of the broadest product lines of data center and campus Ethernet switches and ...

Russ Cohen

3 High-Growth Finance Stocks to Buy as the Fed Cuts Rates Again

The Fed’s easing cycle is starting to ripple across the financial sector, which is host to many rate-sensitive companies that are starting to benefit in the process. Capping off the last policy meeting of the year, the Federal Reserve cut rates by another 25 basis points on Wednesday, December 10. This lowers the benchmark federal ...

Russ Cohen

Notable ETF Inflow Detected – VONG, NFLX, MA, ORCL

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Russell 1000 Growth ETF (Symbol: VONG) where we have detected an approximate $2.0 billion dollar inflow — that’s a 5.9% increase week over week in outstanding units (from 274,156,844 to 290,306,844). Among the largest ...

Russ Cohen

How is General Motors Planning to Rebuild Its Profitability?

General Motors Company GM plans to restore North American margins to the 8-10% range, even as the industry navigates shifting economic and regulatory pressures. During its third-quarterearnings call the company reaffirmed that this target is aspirational but achievable with the right strategic adjustments and time to recalibrate operations. A key area of focus is reducing ...

Russ Cohen

Wall Street Bulls Look Optimistic About Alibaba (BABA): Should You Buy?

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

Why Lucid Stock Sank Today

What happened Investors have been unloading shares of electric vehicle start-up Lucid Group (NASDAQ: LCID) for the past two weeks, ever since it released its quarterly update and announced that it was cutting its production forecast for 2022 due to supply chain and other issues. Shares are now down by more than 25% since that ...