Articles for author: Russ Cohen

Russ Cohen

Why the AI “Freight Train” Is Still Gathering Steam

Listen to the audio version of this article (generated by AI). Wall Street has a strange habit of worrying most when things are going well. We got a perfect example last week. SanDisk Corporation (SNDK) reported fourth-quarter earnings of $39.25 per share, easily topping analysts’ expectations of $34.51 per share. Revenue surged 372% year-over-year to ...

Russ Cohen

Should You Buy, Sell or Hold SMCI Stock Before Q4 Earnings?

Super Micro Computer, Inc. SMCI is set to report its fourth-quarter fiscal 2026 results on Aug. 11, 2026, after market close. For the fourth quarter of fiscal 2026, SMCI expects net sales between $11 billion and $12.5 billion. The Zacks Consensus Estimate is pegged at $11 billion, indicating growth of 91% from the year-ago quarter’s ...

Russ Cohen

Space Stocks Crashed in July. Their Businesses Didn’t.

Listen to the audio version of this article (generated by AI). July was a brutal month for space stocks.  BlackSky (BKSY) was down almost 20%. Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Planet Labs (PL) shed more than 30%. Even SpaceX (SPCX) – fresh off the largest IPO in history – slid over 50% from ...

Russ Cohen

Moonshot AI's 2.8 Trillion Parameter Model Just Became the First From China to Top a Major Coding Benchmark

Key Points Moonshot AI recently released the full weights for its new Kimi K3 model, the first Chinese model to achieve frontier-level performance. Cloud providers benefit from increased compute demand, while frontier labs could face margin pressure from more affordable alternatives. 10 stocks we like better than Microsoft › On July 16, the Chinese AI ...

Russ Cohen

Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026

The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI winners come from? The answer may lie beyond traditional AI infrastructure. ...

Russ Cohen

Cummins Q2 Earnings Miss Estimates on High Costs, Revenues Beat

Cummins Inc. CMI reported second-quarter 2026 adjusted earnings of $6.94 per share, which missed the Zacks Consensus Estimate of $7.33 by 5.3%. Higher incentive compensation, research and development spending, freight costs and product coverage expenses put pressure on profitability. Revenues increased 9.4% year over year to $9.46 billion and topped the consensus mark of $9.33 ...

Russ Cohen

Honda's Q1 Earnings Beat Estimates, Revenues Increase Y/Y

Honda HMC reported quarterly earnings of $2.18 per share for the first quarter of fiscal 2027, beating the Zacks Consensus Estimate by 90.2%. The bottom line also rose from the year-ago quarter’s earnings of 97 cents per share. Quarterly revenues totaled $38.04 billion, which rose from the year-ago period’s figure of $37 billion. Honda Motor ...