Articles for author: Russ Cohen

Russ Cohen

The Scrappy $949 GPU Taking Aim at Nvidia's Grip on Local AI

Key Points The Arc Pro B70 comes with 32GB or RAM, enabling smaller AI models to run locally. It compares favorably with products from Nvidia and AMD, and it’s much cheaper at $949. If AI workloads move away from mega data centers, Intel is well positioned to benefit. 10 stocks we like better than Intel ...

Russ Cohen

Prediction: This Will Be Nvidia's Stock Price 3 Years From Now

Key Points Nvidia (NASDAQ: NVDA) is the world’s largest company and has risen to this position at an unbelievable pace, but it’s far from done growing. Nvidia is one of the primary benefactors of the artificial intelligence (AI) arms race because its GPUs have become the standard computing unit that many AI companies have built ...

Russ Cohen

ACN Continues to Focus on AI Development: Is it a Growth Catalyst?

In a bid to remain technologically updated in this Artificial Intelligence (AI)-driven era, Accenture plc (ACN) announced an investment in DaVinci Commerce, a company that specializes in agentic AI-powered commerce. The investment has been made through Accenture Ventures and includes a strategic partnership with Accenture Song. Through the partnership, Accenture Song will work with DaVinci Commerce ...

Russ Cohen

Is Netflix Stock's 7.3X PS Still Worth it? Buy, Sell, or Hold?

Netflix NFLX shares are overvalued, as suggested by a Value Score of C. The NFLX stock is trading at a forward 12-month price/sales (P/S) of 7.3X compared with the broader Zacks Consumer Discretionary sector’s 2.31X. Netflix shares are trading at a premium compared with peers, including Disney DIS, Paramount Skydance PSKY and Amazon AMZN, shares ...

Russ Cohen

Better Industrial Stock: Ford vs. Ferrari

Key Points Ford dominates the market for pickup trucks and SUVs, but its shares are cheap for a reason. Ferrari’s financial profile doesn’t resemble a typical car company, a nod to its incredible brand power. The best stock to own has what it takes to generate a higher return over the next five years. 10 ...

Russ Cohen

Alibaba Missed Its Revenue Expectations but the Tech Giant Is Leaning Hard Into AI. Should Investors Buy, Sell, or Hold?

Key Points Alibaba generated 2% revenue growth in its most recent quarter, and its earnings fell by 66%. The company, however, says that revenue from artificial intelligence (AI) products doubled for a 10th straight quarter. 10 stocks we like better than Alibaba Group › There’s growing pressure for artificial intelligence (AI) companies to deliver strong ...

Russ Cohen

Carnival Reports Record Q1 Sales: Are Cruise Stocks Oversold?

Cruise stocks have pulled back sharply as investors weigh the risk of travel disruptions stemming from the war in Iran, which has largely spilled over into the broader market outside of the transportation sector. Optimistically, Carnival Corporation CCL) reported favorable Q1 results on Friday, highlighting record revenue and bookings, stronger-than-expected yields, and the launch of ...