Articles for author: Russ Cohen

Russ Cohen

Alibaba Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y

Alibaba Group BABA reported non-GAAP earnings of 9 cents per ADS for the fourth quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 92.62%. In domestic currency, the company reported non-GAAP earnings of RMB 0.62, down 95% year over year. The company posted fourth-quarter fiscal 2026 revenues of $35.28 billion. The top line ...

Russ Cohen

Goldman’s AI Warning Shows the S&P 500 Is No Longer Broad Exposure

Goldman Sachs strategist Ben Snider issued a quantified warning on May 15 that the AI Market Rally has structurally transformed the into something that no longer functions like a diversified index. Technology stocks accounted for 85% of the index’s year-to-date return through that date, while the S&P 500 excluding technology advanced just 3%, reducing what ...

Russ Cohen

When the AI Backlash Will Hit Your Portfolio

Listen to the audio version of this article (generated by AI). The Lower-K consumer is falling behind… 5 trillion reasons why Wall Street hasn’t cared… what will spark the reckoning… watch growing anti-AI legislation… exactly when it all ends Two weeks ago, the University of Michigan’s Consumer Sentiment Index sank to 48.2 – the lowest ...

Russ Cohen

BK Technologies Stock Declines Post Q1 Earnings, Revenues Up Y/Y

Shares of BK Technologies Corporation BKTI have lost 3.8% since the company reported results for the quarter ended March 31, 2026, compared with the S&P 500 Index’s 0.7% decline over the same period. Over the past month, BKTI stock has lost 10.4%, while the S&P 500 advanced 4.9%. BK Technologies’ Earnings Snapshot BK Technologies reported ...

Russ Cohen

7 High-Dividend Stocks to Navigate 4 Growing Market Risks

US indices are falling after last week’s record highs. Several key risks raise concerns that losses could deepen. In this context, dividend-paying stocks offer several key advantages that should not be overlooked. Last week, the and the both reached new record highs, while the briefly moved above the 50,000-point level. However, market sentiment has weakened ...

Russ Cohen

SpaceX Accelerates Its IPO Timeline: 10 Things You Need to Know

Key Points SpaceX put the wheels in motion by confidentially filing for an IPO with regulators on April 1. Elon Musk’s space and AI titan has chosen to list its shares on the Nasdaq exchange — and there’s a not-so-subtle reason behind this selection. Though an accelerated IPO timeline can capitalize on institutional and retail ...

Russ Cohen

Dillard’s Posted a Huge Earnings Beat—So Why Did the Rally Fade?

stock surged after the company posted a massive first-quarter earnings beat, but the rally quickly faded as investors realized much of the upside was tied to a litigation settlement. Shares ultimately ended the session only slightly higher, as investors appeared more cautious after digging into the report. Some enthusiasm may also have been tempered by ...

Russ Cohen

3 Reasons Why Amazon Is a Top AI Investment

Key Points Amazon (NASDAQ: AMZN) might not be the first company that comes to mind when you think of artificial intelligence (AI). But it may need to be. Amazon is one of the most important companies in the AI ecosystem, stemming from Amazon Web Services (AWS) being a top provider of AI computing hardware. I’ve ...

Russ Cohen

Looking for the Next Nvidia Stock? Start Here

Louis Navellier says the next major AI winners aren’t household names yet. Listen to the audio version of this article (generated by AI). Editor’s Note: By the time a stock feels “safe” to buy, the biggest gains are usually gone. That’s one of the biggest lessons from Nvidia’s historic run. Back in 2019, before AI ...

Russ Cohen

The Nvidia Earnings Report: Could It Pop the Gamma Bubble?

As we wrote in , the broad market indexes have surged since the April lows, driven largely by a handful of technology and AI stocks and the benefit of massive options volumes. Among the leaders is Nvidia (NASDAQ:), climbing nearly 40% from the April lows. Tomorrow, NVDA reports earnings, which, given its leadership role and ...