Articles for author: Russ Cohen

Russ Cohen

onsemi Stock Dips After Earnings: Why the Dip Is Buyable

’s price action surged in April as signs of broad-based improvement in industrial semiconductor demand gripped the market. The move raises red flags, as its parabolic advance is unsustainable unless, of course, there are forces supporting it. In this case, onsemi has numerous factors working in its favor, pointing not only to fresh highs but ...

Russ Cohen

Copper, the AI Gold Rush, and 12 Stocks to Avoid

Listen to the audio version of this article (generated by AI). Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about Editor’s Note:🔊 Prefer to listen? Tap the play button above to hear today’s Digest. One of Eric Fry’s favorite ways to play the ...

Russ Cohen

Norwegian Cruise Line Cuts Outlook as Headwinds Build

It’s been rough seas for , and it’s unlikely to be smooth sailing anytime soon. After reporting mixed first-quarter results Monday morning, the company slashed its outlook, citing mounting headwinds ahead. The cruise company has been taking steps to address internal missteps that have weighed on results over the past few years. While progress is ...

Russ Cohen

The AI Job Shake-Up Could Create Big Winners – and Losers

The AI workforce revolution is accelerating, creating major risks for some stocks and major opportunities for others. Listen to the audio version of this article (generated by AI). Hello, Reader. 92,000. That’s the staggering number of tech workers that have been laid off so far this year, according to Layoffs.fyi. AI is a large contributor to ...

Russ Cohen

CDW Gears Up to Post Q1 Earnings: Is a Beat in the Cards?

CDW Corporation CDW is scheduled to release first-quarter 2026 results before the market opens on May 6. The Zacks Consensus Estimate for revenues is pegged at $5.4 billion, indicating 3.9% growth from the prior-year quarter. As a leading IT solutions provider serving enterprises, government, education and healthcare sectors, Vernon Hills-based CDW sits at the intersection of enterprise IT spending, ...

Russ Cohen

This 4.2% Payout Is Masquerading as 0.8%: Here’s How

Visa (NYSE:) is truly the Rocky Balboa of dividend stocks. I know. I’m dating myself with that reference. But I can’t help it: Every time Visa takes a beating—and the mainstream crowd counts it out—it comes roaring back. Take a look at this long-term chart. Every single dip was a buying opportunity—including this latest one: Visa ...

Russ Cohen

Amazon: A Diversified Juggernaut

is a household name. We all have Prime for shopping, videos, music, books and more. And in every practical sense, this is a consumer discretionary stock. That may be set to change. Because this week, the company just made a major announcement that further extends the company from the shopping platform we all know and ...

Russ Cohen

How Intel Stock More Than Doubled Last Month

Key Points Intel stock gained 114.1% in April 2026, crushing the S&P 500’s impressive 10.4% return. Major partnership deals with Google and Tesla kicked off the rally in early April. Demand for AI chips is so strong that Intel is selling imperfect silicon that used to be scrapped. 10 stocks we like better than Intel ...