Articles for author: Russ Cohen

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 ...

Russ Cohen

Alibaba Stumbles Again — But Is a Rebound Closer Than It Looks?

Key Points A positive start to the year for Alibaba Group Holding Ltd. (NYSE: BABA) has turned decidedly negative. That’s especially true after the Chinese e-commerce and cloud services company reported the results from its 2025 December quarter on Thursday, with Alibaba’s shares tumbling 7%. Alibaba stumbled again in many investors’ eyes, with earnings plunging ...

Russ Cohen

Should You Buy Rivian Stock Right Now?

Key Points Not long ago, I named Rivian (NASDAQ: RIVN) my top growth stock to buy in 2026. My thesis was two-fold. First, Rivian is about to begin deliveries of its R2 SUV. As I’ll highlight below, this should prove a historic milestone for the company’s growth journey. Second, Rivian’s AI exposure is undervalued. After ...

Russ Cohen

The Trade Desk Stock Likely to Reverse Course Soon

It wasn’t that long ago, when The Trade Desk (NASDAQ:) reached an all-time high of $141.53 per share in December 2024. Less than a year and a half later now, the stock is trading in the low-$20s, down 85%. Furthermore, that sell-off included not one, but two occasions, when it lost more than 30% of ...

Russ Cohen

DASH Benefits From Robust E-Commerce Growth: More Upside Ahead?

DoorDash DASH is benefiting from the growing consumer demand for e-commerce and local delivery services, which has led to a significant uptick in its e-commerce growth. The company’s efforts to expand its e-commerce capabilities, particularly through initiatives like DashMart Fulfillment Services, have been a key catalyst. This service aims to provide customers with faster delivery ...

Russ Cohen

What Q1 Earnings Could Mean for the S&P 500 Uptrend

The Q1 2026 earnings reporting season is fast approaching, and all signs suggest it will be a good one. Headwinds, risks, and fears remain, but the outlook for growth provides a triple tailwind for the market, likely to continue in Q2. The tailwind includes earnings growth, an outlook for sequential acceleration, and steadily rising forecasts, ...