Articles for author: Russ Cohen

Russ Cohen

Warren Buffett's Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That's Now a Top-5 Position for Berkshire Hathaway

Key Points Warren Buffett’s retirement as CEO on Dec. 31 means Greg Abel has the final say on Berkshire’s day-to-day operations and its mammoth investment portfolio. Quarterly Form 13F filings show Abel green-lit the complete sale of 16 stocks in the first quarter — and valuation likely played a big role. Meanwhile, Berkshire’s new boss ...

Russ Cohen

This AI Stock Has Even Faster Growth Than NVIDIA

Listen to the audio version of this article (generated by AI). This week is all about Wednesday. That’s when the grand finale of earnings season will take place. Of course, that’s when NVIDIA Corporation (NVDA) will announce its first-quarter results. Personally, I’m expecting fireworks. The analyst community is expecting another blowout quarter, with earnings estimates ...

Russ Cohen

Hang Seng Tech at Risk of Deeper Losses After Trend Break

has rolled over hard, with a break of trend support shifting focus towards 4800 and potentially lower. The failed breakout above the October downtrend triggered a sharp bearish unwind Break beneath the March uptrend leaves 4800 support firmly in focus Nvidia earnings may matter less for China tech than regional AI peers China Tech Continues ...

Russ Cohen

The Bond Market Just Flashed Red

Listen to the audio version of this article (generated by AI). The 10-year yield sets a 52-week high… a wedge pattern suggests a big move is coming… which way will it break?… a quick 140% winner from Jonathan Rose… Tom Yeung and Eric Fry and urging investors to avoid the hot AI trade This morning, ...

Russ Cohen

Analyst Predicts Nvidia Stock Should Be 42% Higher

Key Points Bank of America analyst Vivek Arya has increased Nvidia’s target price from $300 to $320. The company has an exceptional financial growth trajectory. CEO Jensen Huang sees more than $1 trillion in expected Blackwell and Rubin demand through 2027. 10 stocks we like better than Nvidia › Bank of America‘s (NYSE: BAC) top ...

Russ Cohen

Insider Buying Says Upstart Isn’t Down for the Count

Insiders are buying , highlighting two interesting stories. The first is the sort of CEO transition that investors normally can only dream about. The transition is from one founder to the next, ensuring the stability of vision, and from one generation to the next, ensuring long-term tenure. The takeaway is that these insiders, including the ...

Russ Cohen

Best Momentum Stocks to Buy for May 18th

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May 18: SiTime Corporation SITM: This timing semiconductor company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 95.2% over the last 60 days. SiTime Corporation Price and Consensus SiTime Corporation price-consensus-chart ...

Russ Cohen

Can Healthy Revenue Growth Boost Workday's Q1 Earnings?

Workday, Inc. WDAY is set to release first-quarter fiscal 2027 results on May 21, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 8.53%, while in the last reported quarter, it delivered an earnings surprise of 7.39%. Workday is expected to report year-over-year revenue growth in the first quarter, ...