Articles for author: Russ Cohen

Russ Cohen

2 Tariffic Microcaps To Check Out

As Q3 earnings unfurl, companies which rely heavily upon China for product sourcing are taking their tariff lumps, mostly on the Gross Margin line. In my universe of micro-cap stocks it’s common to see 50-700 bps degradation in Gross Margin resulting from tariffs. Consequently, the share prices of these stocks have taken a hit.  However, ...

Russ Cohen

AVEM, BABA, NTES, IBN: ETF Inflow Alert

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 $243.1 million dollar inflow — that’s a 1.7% increase week over week in outstanding units (from 190,600,000 to 193,800,000). Among the largest ...

Russ Cohen

The No. 1 Holding of Retail Investors on Robinhood Was Just Dumped (Again!) by Billionaire Philippe Laffont of Coatue Management

Key Points The rise of artificial intelligence (AI) has lit a fire under Wall Street. The most commonly held stock on Robinhood’s investment platform is a company that has, thus far, unrivaled hardware in AI-accelerated data centers. However, Coatue Management’s billionaire boss has been paring down his fund’s stake in this company for two and ...

Russ Cohen

IVV, NVDA, AAPL, MSFT: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P 500 ETF (Symbol: IVV) where we have detected an approximate $4.1 billion dollar inflow — that’s a 0.6% increase week over week in outstanding units (from 1,061,000,000 to 1,067,050,000). Among the largest ...

Russ Cohen

The Ultimate Growth Stock to Buy With $1,000 Right Now

When you think of growth stocks these days, you probably think of players in the technology sector, and specifically those that are exposed to the artificial intelligence (AI) trend. Those are the stocks that lifted the tech-heavy Nasdaq Composite index to record levels last year. But you don’t necessarily have to invest in tech to ...

Russ Cohen

The Market’s Biggest Headwind Is About to Disappear

Editor’s Note: Earlier this week, I joined Jonathan Rose for a special event where we shared some of our biggest ideas and saw firsthand how his trading system tracks Wall Street’s hidden moves. It was an incredible session – and if you missed it, you can still catch the replay for a limited time.  But first, ...

Russ Cohen

3 Stocks to Buy for the Evolution of AI Infrastructure

The evolution of artificial intelligence (AI) is tied to physical infrastructure. Every breakthrough in AI models, training speeds, and inference workloads requires massive amounts of power, cooling, and compute capacity. That’s why some of the most compelling technology stocks in the next phase of the AI boom aren’t traditional “AI stocks” at all, but the ...