Articles for author: Russ Cohen

Russ Cohen

Is Wall Street’s Trash Our Treasure? 5 Outcasts Yielding up to 18.3%

Let’s capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot! A widely cited academic study on analyst target price accuracy found that only about 54% of 12-month price targets correctly predicted even the direction of the subsequent price move. Fifty-four percent. On direction alone. That’s barely better than a coin flip! ...

Russ Cohen

Should You Hold or Fold Alibaba Stock Ahead of Q4 Earnings?

Alibaba BABA is scheduled to report fourth-quarter fiscal 2026 results on May 13. For the fiscal fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $35.23 billion, suggesting an 8.12% rise from the year-ago quarter’s reported figure. The Zacks Consensus Estimate for earnings is pinned at $1.22 per share, indicating a decline of ...

Russ Cohen

The AI Boom’s Best-Kept Secret

The AI Boom just hit its Standard Oil moment, and Wall Street is finally catching on America has bet everything on winning artificial intelligence, but it’s China who has cornered the four technologies that are necessary to convert electricity into profitable outcomes. These include lithium-ion batteries, magnets and electric motors, power electronics, and embedded compute.  ...

Russ Cohen

Do Lumpy Q1 Deployments Undermine Tesla's Energy Momentum?

Tesla’s TSLA energy storage business recorded 8.8 GWh of deployments in the first quarter of 2026, reflecting a sequential decline of 38% and a 15% year-over-year decrease. At first glance, the drop may appear to signal a slowdown in momentum. However, energy storage deployments are inherently volatile, as large utility-scale projects depend on customer timing ...

Russ Cohen

3 Reasons to Hold Netflix Stock Despite 16% Drop in the Past Month

Netflix NFLX has shed roughly 16% over the past month, underperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector, prompting investors to question whether the stock’s long-term investment thesis remains intact. The global streaming leader has navigated a turbulent macro environment, yet a closer look at its first-quarter 2026 results, ...

Russ Cohen

The Market Now Expects a Rate Hike. Louis Disagrees

Why the crowd is reading the data wrong – and what Louis Navellier sees coming instead Listen to the audio version of this article (generated by AI). From two cuts to a hike in five months… why Louis says the market is misreading this… the Bessent-Warsh playbook… how to be positioned before the pivot… how ...