Articles for author: Russ Cohen

Russ Cohen

Netflix: The Days of Rapid Growth Are Over

Key Points Netflix management has decided to publish its “What We Watched” engagement report only once a year. The company’s operating strategy has evolved dramatically in recent years. Slower revenue gains should warrant a lower valuation multiple. 10 stocks we like better than Netflix › When Netflix (NASDAQ: NFLX) reported its financial results for the ...

Russ Cohen

GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?

General Motors GM) and Ford Motor F) have both delivered better-than-expected second-quarter results, reinforcing the resilience of Detroit’s legacy automakers despite a challenging backdrop that includes tariffs, slowing EV demand, and elevated interest rates. Better pricing, disciplined cost controls, and continued strength in trucks and SUVs helped both companies top Wall Street’s expectations while raising ...

Russ Cohen

Breaking Down The Big 3 Investing Strategies

Investors typically gravitate toward several market strategies, including income, growth, or value. Each style caters to different investor profiles. Income investors seek passive income from dividend payouts or other income-generating assets, growth investors seek to reap market-beating gains from companies expected to grow at an above-average level, and value investors look for discounted market opportunities. ...

Russ Cohen

BABA's International Commerce Narrows Losses: Can It Sustain Momentum?

Alibaba’s BABA international commerce business is narrowing losses, positioning the segment as a stronger long-term growth driver. Alibaba International Digital Commerce Group (AIDC) — which includes AliExpress, Alibaba.com, Lazada and Trendyol — significantly reduced its adjusted EBITA loss in fiscal 2026 as management improved logistics efficiency, optimized operations and enhanced unit economics, bringing the business ...

Russ Cohen

How to Find the Next AI Opportunity Before Apple Does

The three traits to look for in young companies that could attract a Big Tech buyer. Listen to the audio version of this article (generated by AI). Editor’s Note: Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango to ...

Russ Cohen

SpaceX Q2 Earnings Countdown: Can Starlink Keep Funding AI and Space?

Space Exploration Technologies SPCX, better known as SpaceX, will report second-quarter earnings tomorrow after the market closes. While Wall Street expects another quarter of strong revenue growth, investors will be looking beyond the headline numbers. The bigger question is whether Starlink’s growing cash flows can continue funding the company’s ambitious investments in AI infrastructure and ...

Russ Cohen

15% Of Israel Englander's $240 Billion Millennium Portfolio Sits in Just 10 Stocks

Key Points Warren Buffett once said, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” I suspect that one of his fellow billionaires might disagree. Israel “Izzy” Englander runs Millennium Management. The hedge fund’s portfolio includes a staggering 5,622 holdings. But that large number could be somewhat misleading. ...

Russ Cohen

Pre-Q2 Earnings: Is Shopify Stock a Portfolio Must-Have?

Shopify SHOP is set to report second-quarter 2026 results on Aug. 5. For the to-be-reported quarter, Shopify expects revenue growth in the high-20% range year over year. The Zacks Consensus Estimate for revenues is currently pegged at $3.43 billion, suggesting growth of 28.11% from the year-ago quarter’s reported figure.  The consensus mark for earnings is ...

Russ Cohen

The AI Boom’s Next 2 Winners May Surprise You

Listen to the audio version of this article (generated by AI). Going into last week, semiconductor stocks were already suffering their worst monthly rout since 2008. There was no single cause for the bearish turn. Wall Street grew anxious about how quickly Big Tech could turn massive AI investments into profits. Reports that NVIDIA Corporation ...