Articles for author: Russ Cohen

Russ Cohen

Snowflake and the Snowballing Impact of its AI Flywheel

Snowflake is only the latest example of how the AI flywheel is gaining momentum. Demand for the company’s product is hot, exceeding expectations and driving management to increase spending. Increased spending leads to new demand, increased revenue, and an improved outlook—and the cycle has only just begun. The likely outcome is that Snowflake and other ...

Russ Cohen

Nvidia Stock Sank Today. Is It a Buy With Earnings Due Next Week?

Key Points Nvidia will announce its fiscal 2027 first quarter on Wednesday, May 20. The company expects revenue of about $78 billion, 15% higher than just last quarter. Today’s drop comes as investors were disappointed there was no major China announcement. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) shares sank as ...

Russ Cohen

Tesla vs. Alphabet: Who Wins the Autonomous AI Race?

Key Points Both Tesla and Alphabet are betting heavily on autonomous driving. Tesla is manufacturing its own robotaxis, while Alphabet’s Waymo subsidiary is outsourcing much of its vehicle manufacturing. 10 stocks we like better than Alphabet › Both Tesla (NASDAQ: TSLA) and Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) have invested billions of dollars over many years to ...

Russ Cohen

Microsoft Is Spending Billions on AI, But Investors Aren’t Buying It

delivered what, by almost any conventional measure, was a spectacular quarter. Revenue climbed, cloud growth re-accelerated, and Azure posted numbers that beat even the most optimistic analyst models. On paper, this is a company firing on every cylinder. And yet MSFT shares have shed roughly 15% in 2026, underperforming the broader market at a time ...

Russ Cohen

Is Co-Diagnostics National Security’s Next Diagnostic Pick?

A structural shift is underway in the biodefense landscape. The declaration of a Public Health Emergency of International Concern (PHEIC) by the World Health Organization on May 17, 2026, for the Bundibugyo virus Ebola outbreak should be seen by investors as more than a headline, because it is a fundamental catalyst. This declaration compels sovereign ...

Russ Cohen

Apple Stock Hits New Record Highs as AI Doubts Begin to Fade

As the most searched for stock on Zacks.com, Apple’s AAPL) remarkable rally has accelerated in recent weeks.  Apple has once again captured Wall Street’s full attention as investors pile back into mega-cap technology stocks, with analysts growing increasingly optimistic that the iPhone maker’s artificial intelligence strategy may finally be gaining traction. Reclaiming its spot among ...

Russ Cohen

As Big Pharma Bets On Radiopharmaceuticals, Aptevo And Niowave Join Forces To Advance Novel Targeted Cancer Therapeutics In The $17B+ Oncology Category

As Big Pharma Bets On Radiopharmaceuticals, Aptevo And Niowave Join Forces To Advance Novel Targeted Canc – Benzinga When it comes to treating metastatic cancers, the current approach is to destroy everything in the path to the tumor. But the collateral damage from that can be deadly.  For good reason: this search-and-destroy approach may be ...