Articles for author: Russ Cohen

Russ Cohen

SPYV, VLLU: Big ETF Inflows

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the SPDR Portfolio S&P 500 Value ETF, which added 13,000,000 units, or a 2.6% increase week over week. Among the largest underlying components of SPYV, in morning trading today Microsoft is down about ...

Russ Cohen

IVV, AMZN, META, AVGO: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P 500 ETF (Symbol: IVV) where we have detected an approximate $1.3 billion dollar inflow — that’s a 0.2% increase week over week in outstanding units (from 1,005,500,000 to 1,007,600,000). Among the largest ...

Russ Cohen

Can Growing Adoption of Tomahawk Ultra Boost Broadcom's AI Revenues?

Broadcom’s AVGO latest Tomahawk Ultra Ethernet switch is a key catalyst for its AI revenues. As the demand for AI and high-performance computing (HPC) infrastructure continues to soar, the company believes that growing adoption of this cutting-edge chip will significantly boost its AI revenues, which rallied 46% year over year in the second quarter of ...

Russ Cohen

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

Alphabet GOOGL is set to report second-quarter 2025 results on July 23.  For second-quarter 2025, the Zacks Consensus Estimate for earnings is pegged at $2.13 per share, up by a penny over the past 30 days and indicates 12.7% year-over-year growth. The consensus mark for second-quarter revenues is pegged at $79.22 billion, indicating growth of ...

Russ Cohen

Best Momentum Stocks to Buy for July 18th

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 18th: Fortuna Silver Mines Inc. FSM: This miner of precious and base metals has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 11.4% over the last 60 days. Fortuna Silver Mines ...

Russ Cohen

A ‘Forgotten Megatrend’ That Could Be Key to the AI Economy

Remember solid–state batteries (SSBs)?  Back in 2020 and ‘21, they were talked about everywhere. They quickly became the centerpiece of the EV hype cycle, touted as the ultimate energy storage solution. If we could make solid-state batteries work, they’d likely be the final puzzle piece that would dethrone Tesla (TSLA) as industry king and launch ...

Russ Cohen

Netflix Q2 Earnings Beat on Squid Game Finale, 2025 Outlook Raised

Netflix NFLX reported second-quarter 2025 earnings of $7.19 per share, which beat the Zacks Consensus Estimate by 1.7%. The figure jumped 47.3% from the year-ago quarter. Revenues came in slightly above the company guidance at $11.07 billion, increasing 16% year over year or 17% on a foreign exchange (F/X) neutral basis, driven primarily by membership ...

Russ Cohen

Why Alibaba Rallied Today

Key Points Nvidia announced it should be able to resume shipping its H20 chips to China soon. The move bolstered the stocks of virtually all Chinese AI companies. Alibaba’s latest Qwen models have been shooting up the open-source model ranks. 10 stocks we like better than Alibaba Group › Shares of Chinese tech giant Alibaba ...