Articles for author: Russ Cohen

Russ Cohen

F Q2 Earnings Call Highlights Profit Shift

Ford Motor Company F used its second-quarterearnings callto highlight a broader shift toward higher profitability, stronger pricing discipline and new growth areas. Management raised its full-year outlook as it emphasized improving quality, cost control and business mix. The company also outlined progress across commercial vehicles, connected services, electric vehicles and energy storage while addressing investor ...

Russ Cohen

AVEM, BABA, ASX, NTES: 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 Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $275.1 million dollar inflow — that’s a 1.1% increase week over week in outstanding units (from 276,900,000 to 279,900,000). Among the largest ...

Russ Cohen

Ford Just Delivered Bad News for Tesla Investors

Key Points The prospect of high robotaxi and humanoid robot sales is the main reason Tesla gets away with a P/E ratio close to 300. Ford is working on self-driving technology that can position it to offer robotaxis, and other automakers may follow suit. If more competitors pile into robotaxis, it can put pressure on ...

Russ Cohen

NOV Earnings Reveal Improving Margins Amid Uneven Revenue Trends Today

NOV Inc. NOV delivered a second quarter that paired softer year-over-year revenues with a much stronger earnings result. Adjusted earnings of 31 cents per share topped the Zacks Consensus Estimate of 16 cents, while revenues of $2.1 billion also exceeded expectations. The investor question is whether margin improvement can carry the story while demand remains uneven. ...

Russ Cohen

Amazon CEO Andy Jassy Just Sold $25 Billion in Bonds to Finance the Company's AI Data Center Build-Out. Amazon Has Committed $200 Billion in Capex for 2026.

Key Points Amazon raised $25 billion in bonds in early July. CEO Andy Jassy’s company plans to spend $200 billion this year to build out AI infrastructure. Jassy called AI a “once-in-a-lifetime opportunity.” 10 stocks we like better than Amazon › In 2026, one of the dominant investment themes is concern about how much large ...

Russ Cohen

Prediction: AMD Stock Could Double by 2028. Here's Why

Key Points AMD competes with Nvidia in the AI accelerator market. Over the last couple of years, AMD has emerged as a formidable competitor to Nvidia in supporting hyperscale AI workloads. Wall Street expects AMD’s revenue and profit to grow by more than twofold by 2028. 10 stocks we like better than Advanced Micro Devices ...

Russ Cohen

Is Palantir Still a Millionaire-Maker Stock?

Key Points Palantir’s fundamentals continue to improve as U.S. government and commercial contracts accumulate. A high P/E ratio and $300 billion market cap make it more difficult for Palantir to produce substantial long-term returns. Still, if you want a growth stock that can beat the S&P 500 in the long run, Palantir may be worth ...