Articles for author: Russ Cohen

Russ Cohen

Should You Buy, Sell, or Hold Apple Stock Before Q2 Earnings?

Apple AAPL is set to report its second-quarter fiscal 2025 results on May 1. Apple expects the March quarter’s (second-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. For the Services segment, it expects a low double-digit growth rate. The Zacks Consensus Estimate for fiscal second-quarter revenues is currently pegged ...

Russ Cohen

ISG to Evaluate Public Sector Consulting Services in the U.K. and Australia

Upcoming ISG Provider Lens™ report will study the service portfolios of companies serving government agencies and institutions Information Services Group (ISG) III, a global AI-centered technology research and advisory firm, has launched a research study examining the strengths and comparative differentiators for providers of strategy, consulting and managed IT services to organizations and agencies working ...

Russ Cohen

Sentiment Fissures In the Semiconductor Space Put Spotlight On Direxion's AMD-Focused Bull And Bear Funds

While being under the shadow of a major competitor isn’t necessarily the strongest selling point, for semiconductor giant Advanced Micro Devices Inc. AMD, it certainly has its perks. Yes, the chipmaking industry tends to focus on artificial-intelligence darling Nvidia Corp NVDA, thanks to its world-class graphics processors and innovative tech architectures. Still, AMD is no ...

Russ Cohen

Anthony Scaramucci Once Purchased $1,200 Worth Of Microsoft Stock For His Son In 1992 And Then Forgot About It — Three Decades Later, It Quietly Turned Into A Small Fortune That He Didn't Know He Owned

Former White House communications director and current investor, Anthony Scaramucci’s forgotten investment in Microsoft Corporation MSFT stock for his newborn son turned into a powerful lesson on the rewards of long-term investing. What Happened: Last year, during a recent appearance on The Julia La Roche Show, Scaramucci shared how, at 28 years old, he purchased ...

Russ Cohen

Should You Buy, Sell or Hold Amazon Stock Before Q1 Earnings?

Amazon AMZN is scheduled to report first-quarter 2025 results on May 1. For the first quarter, net sales are expected between $151 billion and $155.5 billion. Net sales are expected to grow 5-9% from the year-ago quarter’s reported figure. Management projects an unfavorable foreign exchange impact of 150 basis points. The Zacks Consensus Estimate for ...

Russ Cohen

Earnings Preview: What To Expect From Charles River Laboratories' Report

With a market cap of $6.7 billion, Charles River Laboratories International, Inc. (CRL) is a global, early-stage contract research organization supporting drug discovery and development. Through its three segments – Research Models and Services (RMS), Discovery and Safety Assessment (DSA), and Manufacturing Solutions, the company provides essential products, services, and testing solutions to pharmaceutical, biotechnology, government, ...

Russ Cohen

Nasdaq Bear Market: Is AMD or Nvidia the Best Buy Now?

Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD) are two of the biggest providers of artificial intelligence (AI) computing hardware, but Nvidia is much larger and more successful than AMD in this regard. However, after the latest market sell-off, each is still well off its all-time highs, with AMD down around 60% and Nvidia down 30%. ...

Russ Cohen

Is Nvidia an Undervalued Growth Stock or a Falling Knife?

Nvidia (NASDAQ: NVDA) was one of the market’s hottest growth stocks of the past decade. From the first trading day of 2014 to the last trading day of 2024, its stock surged 33,430%. From fiscal 2015 to fiscal 2025, which ended in January, its revenue grew at a compound annual growth rate (CAGR) of 39% ...

Russ Cohen

U.S. Firms Use GenAI to Ease SAP S/4HANA Migration

Service providers deploy new technologies to reduce client concerns about risks, delays in moving to cloud, ISG Provider Lens™ report says U.S. enterprises are becoming more open to SAP S4/HANA cloud migration with advances in generative AI and real-time analytics, according to a new research report published today by Information Services Group (ISG) III, a ...