Articles for author: Russ Cohen

Russ Cohen

Warren Buffett Has 40% of Berkshire Hathaway's $293 Billion Portfolio Invested in 5 Artificial Intelligence (AI) Stocks

Key Points Buffett typically stays away from cutting-edge tech companies. These companies are all working on AI systems with significant payoffs in productivity and revenue. Some of these stocks are more compelling values at today’s prices than others. 10 stocks we like better than Apple › In general, Warren Buffett has stayed away from tech ...

Russ Cohen

AVLV, JPM, AMZN, CAT: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis U.S. Large Cap Value ETF (Symbol: AVLV) where we have detected an approximate $161.9 million dollar inflow — that’s a 2.0% increase week over week in outstanding units (from 112,300,000 to 114,600,000). Among the ...

Russ Cohen

5 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

Key Points Nvidia and TSMC are two of the best ways to play the growth in AI infrastructure. Meta Platforms and Toast are using AI to help drive growth. GitLab is helping transform the software development lifecycle. 10 stocks we like better than Nvidia › Investors looking for long-term winners should focus on companies with ...

Russ Cohen

Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?

Microsoft MSFT is slated to report fourth-quarter fiscal 2025 results on July 30. The Zacks Consensus Estimate for revenues is pegged at $73.71 billion, indicating growth of 13.88% from the figure reported in the year-ago quarter. The consensus mark for earnings has remained steady at $3.35 per share over the past 30 days, suggesting 13.56% ...

Russ Cohen

How Will Walt Disney Stock React To Its Upcoming Earnings?

Walt Disney (NYSE:DIS) is set to report its Q3 FY’25 results around Wednesday, August 6, 2025. Earnings are expected to come in at about $1.44 per share, per consensus estimates, while revenue is projected to grow by about 2.5% to $23.75 billion. Disney+ and the company’s broader streaming portfolio are expected to remain key financial ...

Russ Cohen

Is D-Wave Quantum Stock a Buy?

The quantum computing industry stands at a fascinating inflection point. While widespread practical applications remain years away, investors have substantially bid up quantum computing stocks in 2024. Industry peer IonQ has gained 206%, while Rigetti Computing is up 344.7% year to date, suggesting broad optimism about the industry’s future. Among these quantum computing players, D-Wave ...

Russ Cohen

Franklin Financial Earnings Surge 95% Y/Y in Q2, Stock Slips

Shares of Franklin Financial Services Corporation FRAF have declined 6.2% since reporting results for the second quarter of 2025 on July 22. In contrast, the S&P 500 index has risen 0.9% over the same period. Despite this post-earnings dip, FRAF has seen a significant rally of 23.7% over the past month compared with 3.9% growth ...