Articles for author: Russ Cohen

Russ Cohen

Is Quanta Services (PWR) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

Should You Buy Ford Stock Now on the Energy Deal With EDF?

Ford’s F energy division has signed its first major customer agreement, securing a five-year battery storage supply deal with EDF Power Solutions North America. The agreement marks an important milestone for Ford Energy as it pushes deeper into the fast-growing energy storage market tied to renewable power and grid modernization. Per the deal, EDF can ...

Russ Cohen

What Jensen Huang Said That Nobody Noticed

Listen to the audio version of this article (generated by AI). Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango just upgraded to “Buy” … a new agentic AI pick from Brian Hunt In our May 4 Digest, we ...

Russ Cohen

BABA Q4 Profit Falls on Heavy Tech Spending: Time to Sell the Stock?

Alibaba Group BABA closed its fiscal 2026 with a sobering message for investors — the cost of staying relevant in the artificial intelligence (AI) era is steep, and shareholders are footing the bill. The Chinese Internet major reported its fourth-quarter and full-year results on May 13, 2026, revealing that non-GAAP net income for the March ...

Russ Cohen

3 AI Data Centers to Buy Before They Explode

Listen to the audio version of this article (generated by AI). I hope you had a good holiday weekend, folks! Last week, NVIDIA Corporation (NVDA) delivered another quarter of record-setting earnings. I wrote about NVIDIA’s earnings here, but the big takeaway is that the AI boom is far from over. In fact, it’s entering an ...

Russ Cohen

Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet

The AI race is accelerating, and Google is certainly not standing still. At its annual Google I/O developer conference on May 19, Alphabet unveiled a wave of new AI models and products that signal a company moving decisively to keep pace with OpenAI and Anthropic in one of the most competitive technology races in history. ...