Articles for author: Russ Cohen

Russ Cohen

Will Nebius' $5B CapEx Spike Weigh on Its 2025 EBITDA Targets?

Nebius Group N.V.’s NBIS third-quarter 2025 results not only highlight a business that is moving at a breakneck speed but also reflect dramatically accelerated investments to keep up with AI demand.  As it doubles down on AI infrastructure, NBIS has now set an ambitious $5 billion capital expenditure plan for 2025, up from its earlier ...

Russ Cohen

2 Growth Stocks to Invest $1,000 In Right Now

Key Points AMD saw its revenue climb 32% in its latest report, and that’s with shipments to a key market temporarily depressed. Nu Holdings just posted well-received results, but it’s still trading essentially where it was a year ago. AMD and Nu trade at a premium to their industries, but healthy catalysts make them compelling ...

Russ Cohen

Ford's Overlooked Profit Machine Is Under Attack by Rival

Key Points Ford Pro is overlooked by too many investors as a core part of Ford’s bottom line. It continues to expand its high-margin paid software subscription business. Stellantis has had commercial success overseas and aims to import its playbook to the U.S. 10 stocks we like better than Ford Motor Company › If you ...

Russ Cohen

2 Vanguard Index Funds to Buy Now — They Can Beat the S&P 500 Over the Next Decade, According to Wall Street Analysts

Key Points Goldman Sachs thinks stocks across Asia and various emerging markets will beat the S&P 500 (the benchmark for the U.S. market) over the next 10 years. The Vanguard FTSE Pacific ETF provides exposure to stocks in Asian economies, especially Japan, Australia, and Korea. The Vanguard FTSE Emerging Markets ETF offers exposure to stocks ...

Russ Cohen

Robotics Stocks Surged on Wednesday. Here's Why.

Key Points President Trump is reportedly considering signing an executive order in the new year to accelerate the development of robots in the U.S. Such a move could boost select robotics stocks over the longer term. Technological advances in robots of various types have sped up, thanks to advances in artificial intelligence, 10 stocks we ...

Russ Cohen

Noteworthy Wednesday Option Activity: TSLA, MSFT, AAPL

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Tesla Inc (Symbol: TSLA), where a total volume of 1.7 million contracts has been traded thus far today, a contract volume which is representative of approximately 165.6 million underlying shares (given that every 1 contract represents 100 ...

Russ Cohen

Read This Before Buying Walmart Stock

Key Points Walmart is the largest company in the world by sales, but it continues to grow at a healthy pace. It has made strides in its e-commerce business, where it has an edge in its vast store distribution system. Walmart is a Dividend King. 10 stocks we like better than Walmart › Walmart (NYSE: ...

Russ Cohen

Taiwan Semiconductor Trading at a Discount: How to Play the Stock?

Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, stock looks attractive from a valuation perspective. TSM is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 24.31, significantly lower than the Zacks Computer and Technology sector’s average of 28.53. Taiwan Semiconductor Forward 12-Month P/E Ratio Image Source: Zacks Investment Research Compared with other ...