Articles for author: Russ Cohen

Russ Cohen

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood doesn’t take any trading days off. The co-founder and CEO of Ark Invest publishes her transactions for the family of exchange-traded funds she manages. She didn’t make a lot of moves on Wednesday, but the ones she did make are worth watching. Reddit (NYSE: RDDT), Intellia Therapeutics (NASDAQ: NTLA), and PagerDuty (NYSE: PD) ...

Russ Cohen

Should You Buy Nvidia Stock Before Earnings?

Key Points Tech stocks, including Nvidia, are undergoing turmoil as Wall Street reevaluates artificial intelligence. Nvidia continues to impress, as its fiscal fourth quarter forecast for substantial sales of $65 billion illustrates. The semiconductor giant’s sales to China are set to resume in 2026. 10 stocks we like better than Nvidia › Tech stocks have ...

Russ Cohen

Is Salesforce Stock Worth Owning Ahead of Q4 Earnings Release?

Salesforce CRM is scheduled to release fourth-quarter fiscal 2026 results on Feb. 25. For the fiscal fourth quarter, the company expects total revenues between $11.13 billion and $11.23 billion (midpoint at $11.18 billion). The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $11.17 billion, which indicates an increase of 11.7% from the year-ago quarter’s ...

Russ Cohen

Netflix Stock Dropped 8% Last Month — Here's What Happened

Key Points Netflix’s stock price dropped in January, but it wasn’t due to the AI concerns sweeping the rest of the market. Shareholders are worried that Netflix is about to make a big investment without a clear plan for profits. It’s going to be some time before a clearer picture forms. 10 stocks we like ...

Russ Cohen

How Quickly Can Ford Reverse This $16 Billion Problem?

Key Points Investors in Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) are all too aware that companies can sometimes be both right and wrong at the same time. In this instance, Ford and GM, along with many competitors, jumped ahead on electric vehicle (EV) strategies that will very likely prove correct in ...

Russ Cohen

See Which Of The Latest 13F Filers Holds BABA

At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Alibaba Group Holding Ltd (Symbol: BABA) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take ...