Articles for author: Russ Cohen

Russ Cohen

SIFCO Stock Surges 77% in Six Months: What's Behind the Rally?

SIFCO Industries, Inc.’s SIF investors have been experiencing some short-term gains from the stock of late. Shares of the Cleveland, OH-based manufacturer of forgings, sub-assemblies and machined components (primarily serving the aerospace and energy or A&E markets) have surged 77% in the past six months compared with the industry’s 5% rise. The stock also outperformed ...

Russ Cohen

Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong

Nvidia’s record-breaking earnings and bullish guidance signal the AI build-out is accelerating For the past several weeks, fears about an ‘AI bubble’ have been hammering AI stocks.  Big Tech’s soaring capex has traders worried that firms are overspending only to underdeliver – and that’s been weighing heavily on the AI trade.  This is illustrated by ...

Russ Cohen

Is Palantir's Deal With Nvidia a Game Changer?

Key Points Nvidia is bringing its software system and GPUs to Palantir’s Artificial Intelligence Platform. The deal should broaden Palantir’s uses while providing Nvidia with more opportunity beyond selling its products to AI model developers. 10 stocks we like better than Palantir Technologies › Among megacap technology stocks, no other company has benefited from the ...

Russ Cohen

VLUE, GM, F, CVS: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI USA Value Factor ETF (Symbol: VLUE) where we have detected an approximate $612.6 million dollar inflow — that’s a 7.3% increase week over week in outstanding units (from 65,500,000 to 70,250,000). Among the ...

Russ Cohen

Buy the Spike in Marvell Technology Stock After Q3 Earnings?

As one of the promising players in the AI landscape, Marvell Technology MRVL is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI. Marvell also provided upbeat guidance, with MRVL spiking as much as +9% in Wednesday’s trading session and trading over $100 a share ...

Russ Cohen

3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss

Alibaba Group Holding BABA reported its fiscal second-quarter 2026 results on Nov. 25, delivering mixed results that suggest investors should be cautious about the stock’s near-term prospects. (Read more: BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y) While the Chinese e-commerce and cloud computing giant managed to beat revenue expectations with RMB 247.8 billion, representing ...