Blog

Russ Cohen

ProShares UltraPro QQQ Experiences Big Outflow

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $80.9 million dollar outflow — that’s a 0.4% decrease week over week (from 353,250,000 to 351,900,000). Among the largest underlying components of TQQQ, in ...

Russ Cohen

Is Tesla's Rising Capital Spending Putting Strain on Cash Flows?

Tesla, Inc.’s TSLA operating cash flows have declined to $2.5 billion in the second quarter of 2025, down from $3.6 billion in the second quarter of 2024. Consequently, the company’s free cash flow has fallen to $146 million from $1.34 billion recorded in the year-ago period. However, its capital expenditure continues to trend upward and ...

Russ Cohen

BABA's Free Cash Flow Turns Negative: Can Heavy Spending Pay Off?

Alibaba‘s BABA first-quarter fiscal 2026 free cash flow turned negative at RMB 18.8 billion compared with a positive RMB 17.4 billion inflow a year ago. The reversal was largely due to a sharp rise in capital expenditures, which reached RMB 38.7 billion. The bulk of this spending has gone toward building AI and cloud infrastructure ...

Russ Cohen

Notable Wednesday Option Activity: MBI, TSLA, META

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in MBIA Inc. (Symbol: MBI), where a total of 10,169 contracts have traded so far, representing approximately 1.0 million underlying shares. That amounts to about 229.9% of MBI’s average daily trading volume over the past month of 442,320 shares. ...

Russ Cohen

Don't Overlook These 2 Highly Ranked Medical Stocks: COLL, MASI

Two medical sector stocks that are standing out among the recent additions to the Zacks Rank #1 (Strong Buy) list are Collegium Pharmaceutical COLL and Masimo Corporation MASI. Correlated with the trend of rising earnings estimate revisions (EPS), Collegium has made its way onto the coveted strong buy list as an undervalued specialty pharmaceutical company that ...

Russ Cohen

This Artificial Intelligence (AI) Stock Trades at Just 2 Times Sales — Is It Too Cheap to Ignore?

Key Points Growth investors have poured unprecedented capital into megacap technology stocks over the last few years. In particular, semiconductor stocks have been some of the biggest beneficiaries of artificial intelligence euphoria. Still, some chip stocks have not yet benefited from the frothy AI trade. 10 stocks we like better than Intel › When investors ...

Russ Cohen

Will Walmart Stock Continue to Ring Up Investor Returns?

Key Points Walmart (NYSE: WMT) has risen from modest beginnings in rural Arkansas to grow into one of the world’s most successful retailers. Although its rapid growth days are likely behind it, the company has continued to earn significant returns for investors as it leverages its massive U.S. footprint and online presence to cement its ...

Russ Cohen

3 AI Infrastructure Stocks Riding the Coming Power Crunch

Key Points AI’s next bottleneck isn’t chips but electricity, with data centers consuming 4% of U.S. power and climbing. Iren offers the best risk-reward with dual crypto-AI exposure and Nvidia partnership status. Applied Digital and Poet Technologies provide higher-risk plays on infrastructure buildout and optical efficiency. 10 stocks we like better than Iren › Nvidia’s ...