Articles for author: Russ Cohen

Russ Cohen

Gamma and Momentum: A Recipe for Spikes and Tears

Intel (NASDAQ:) shares have risen nearly 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (NASDAQ:) and Micron (NASDAQ:), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving ...

Russ Cohen

HOG Q1 Earnings Miss Estimates on Tariff-Pressured Margins

Harley-Davidson, Inc. HOG reported first-quarter 2026 earnings of 22 cents per share, missing the Zacks Consensus Estimate of 34 cents by 36.1%. Earnings also dropped 79% from $1.07 a year ago. Profitability deteriorated sharply despite the revenue beat. Harley-Davidson posted consolidated operating income of $23 million versus $160 million in the year-ago quarter, pushing operating ...

Russ Cohen

Nasdaq Rises Ahead of Trump-Xi Summit Despite Hot CPI

US stocks are mixed ahead of the open as investors digest a sharp rise in US and turn attention towards President Trump’s summit with Xi Jinping in Beijing. US Futures -0.35%, 0.03%, and 0.38% In Europe 0.13% and 0.45% U.S. stocks are mixed after hot PPI data. The summit between President Trump and China’s Xi ...

Russ Cohen

Hims & Hers Plunges After Q1 Miss: Is the GLP-1 Pivot Enough to Fuel a Recovery?

Shares of telehealth provider sold off sharply following disappointing Q1 FY2026 financial results, with shares falling more than 12% in after-hours trading after the company reported on May 11. Expectations for the quarter were high, particularly after partnering with Danish multinational pharmaceutical company Novo Nordisk. In March, Novo Nordisk dismissed its patent infringement lawsuit against ...

Russ Cohen

Notable ETF Inflow Detected – AVEM, BABA, ASX, IBN

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $248.0 million dollar inflow — that’s a 1.1% increase week over week in outstanding units (from 258,000,000 to 260,800,000). Among the largest ...

Russ Cohen

On Holdings Sets Up for Marathon Rally: New Highs Are Coming

’ share price has its share of headwinds, including macroeconomic pressures, a surprise CEO change, FX conversion, and slowing growth, but these are priced into the market. While headwinds remain, the company continues to perform well, sustaining a high growth pace and widening margins in a world with share for the taking. Its biggest competitor ...

Russ Cohen

MP Materials Is Quietly Building a Rare Earth Powerhouse

In 2025, rare earth elements company was indisputably one of the market’s most discussed and best-performing stocks. Shares ended the year up approximately 224%, buoyed by investments from the U.S. government and deals with massive companies like Apple. Although headlines around this name have died down a bit in 2026, MP Materials continues to perform ...

Russ Cohen

Inflation’s Back – Will It Crash the Market?

Listen to the audio version of this article (generated by AI). April inflation comes in hot… why Louis Navellier doesn’t expect relief at the pump anytime soon… but he’s bullish on this corner of the market… Luke Lango says the market’s divergence is getting worse… the “Summer of Stagflation” This morning’s April Consumer Price Index ...