Articles for author: Russ Cohen

Russ Cohen

Can SpaceX Deliver Tesla-Level Returns? The Bull and the Bear Case

Key Points Tesla (NASDAQ: TSLA) went public in 2010. One of the company’s missions (though by no means the only one) was to revolutionize the auto industry. The electric vehicle (EV) maker has had tremendous success in that department. It has helped make EVs more mainstream, pioneered a vertically integrated model that some competitors in ...

Russ Cohen

Noteworthy Thursday Option Activity: ACN, AMD, TTWO

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Accenture plc (Symbol: ACN), where a total volume of 55,450 contracts has been traded thus far today, a contract volume which is representative of approximately 5.5 million underlying shares (given that every 1 contract represents 100 underlying ...

Russ Cohen

Is Marvell Technology Going to $1 Trillion?

Key Points Marvell Technology has high revenue growth and optimistic guidance that suggests it has the potential to become a $1 trillion company. New product upgrades highlight its efforts to gain ground on competitors and boost its market share. There are other candidates that are likely to hit $1 trillion sooner than Marvell Technology. 10 ...

Russ Cohen

Why Settle for Nvidia When This AI Stock Has 1,000% Upside? 

Listen to the audio version of this article (generated by AI). Tom Yeung here.  Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, smaller AI companies can do even better in relative terms.  To investors, that’s all that matters.  So, for this Sunday Digest, I’d like to leave it ...

Russ Cohen

The $25,000 Mistake AI Just Made Obsolete

Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors are focused on the AI names everyone already knows.Joe Austin — tech-sector research analyst, senior portfolio manager overseeing more than $10 billion in assets, and coverage analyst for a $5 billion hedge fund — is focused on the ones most ...

Russ Cohen

Is PVH Stock a Value Buy After Earnings Strength and Flat Sales?

PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat. The answer depends on how investors weigh brand execution and tariff offsets against softer ...

Russ Cohen

Can Novelis' Hot Mill Restart Ease Ford's Supply Challenges?

Ford Motor Company’s F primary aluminum supplier in New York has resumed operations at its hot mill following two fires last year that shut down the facility and contributed to billions of dollars in lost production for Ford’s highly profitable F-Series pickup lineup. The Novelis facility in Oswego, NY, is the largest U.S.-based supplier of ...