Articles for author: Russ Cohen

Russ Cohen

Apple's Expanding Enterprise Footprint to Boost Sales: What's Ahead?

Apple’s AAPL top-line is benefiting from an expanding enterprise footprint. In the first quarter of fiscal 2026, the company saw strong adoption with Snowflake deploying more than 9,000 Mac devices while AstraZeneca rolled out more than 5,000 M5-powered iPad Pros to its pharmaceutical sales team. Mexico’s largest domestic retailer – Coppel – added MacBook Air ...

Russ Cohen

META Deepens AI Strategy With New Arm CPU Initiative: What's Ahead?

Meta Platforms META is spending heavily on building its AI infrastructure, and its latest partnership with Arm is a step forward in developing AI-optimized data centers. META and Arm are collaborating to develop a new class of CPUs to support growing AI workloads and general-purpose computing. The first release of this multiple generations of cutting-edge ...

Russ Cohen

Move Over, Nvidia GPUs. The AI CPU Era Is Here

Key Points Ever since ChatGPT launched in Nov. 2022, one AI stock has stood head and shoulders above the others. That’s Nvidia (NASDAQ: NVDA), as the GPU-maker has jumped nealry 1,000% since then, adding more than $4 trillion in market cap to make it the most valuable company. Will AI create the world’s first trillionaire? ...

Russ Cohen

2 Microcap Regional Bank Valuation Plays

AmeriServ Financial, Inc. (ASRV) is a bank holding company that owns and operates AmeriServ Financial Bank, a full-service financial institution offering retail and commercial banking, lending, and wealth management services, serving primarily southwestern Pennsylvania and parts of Maryland.   Image Source: Zacks Investment Research Importantly, borrowed funds declined to $75.3 million from $101.7 million in ...

Russ Cohen

The AI Boom Is Running Into Physical Limits

Editor’s Note: Every technological revolution runs into the same problem eventually: the real world. The internet needed fiber-optic cables. Smartphones needed wireless networks. Electric vehicles needed lithium mines and charging stations. Artificial intelligence is no different. Right now, AI demand is exploding across the global economy. But behind the scenes, the industry is already colliding ...

Russ Cohen

Is General Motors Stock a Buy Now on OnStar's Growth Potential?

At the recent BofA Global Automotive Summit, General Motors GM made it clear that its future isn’t just about selling vehicles anymore. The company is increasingly leaning into software and digital services as a key growth driver. At the center of this shift is its OnStar platform, which management sees as a meaningful source of ...