Blog

Russ Cohen

Why Amazon Is Under Pressure Even After Strong AWS Results

Amazon () shares are falling again, and the move looks less like a one-day shock than the latest step in a broader reassessment. The business is still growing, but investors are increasingly skeptical about how much it will cost to keep that growth going. The immediate backdrop is Prime Day, which begins this week and ...

Russ Cohen

Ford Stock Up 45% Over the Past Year: Buy, Hold or Sell?

U.S. legacy automaker Ford F is up more than 45% over the past year, outpacing the industry’s 37% gain over the same period. While the stock has underperformed its closest peer, General Motors GM, it has handily outperformed Stellantis STLA, which witnessed its shares decline 30% over the same timeframe.   1-Year Price Performance Comparison Image Source: ...

Russ Cohen

3 Space Stocks Got Crushed by SpaceX – Now They’re a Buy

Listen to the audio version of this article (generated by AI). Space Exploration Technologies Corp.’s (SPCX) IPO was supposed to be a win for the entire space sector. It didn’t work out that way. To Elon Musk’s credit, the IPO brought the space industry into the spotlight. Initially, the hype drove space stocks higher as ...

Russ Cohen

The Technical Backdrop: When Flows Meet a Hawkish Fed

Here’s the setup most investors are underrating right now. Over the next two weeks, the tape will trade on plumbing rather than fundamentals. We just cleared the largest options expiration in history. Quarter-end pension selling comes next, and then July 1 reopens the passive-money firehose into a market that already routes forty cents of every ...

Russ Cohen

Why Penguin Solutions Is Rallying as AI Data Centers Scale

is no newcomer to tech, data centers or AI, but it is only now, with the AI boom years in the making, that its stock price is rallying. The reason is simple: now that GPU supply and supply chains are firming up, connectivity and networking solutions are being delivered, and data centers are under construction, ...