Blog

Russ Cohen

Why AMD Stock Tumbled Today

Key Points Intel (NASDAQ: INTC) stock soared more than 25% in early trading Thursday, and Nvidia (NASDAQ: NVDA) stock is at least up a couple of percentages, but what about the third giant of the semiconductor manufacturing world, Advanced Micro Devices (NASDAQ: AMD)? AMD, it turns out, is down 3% through 10:55 a.m. ET. Where ...

Russ Cohen

Prediction: This Artificial Intelligence (AI) Stock Will Become the First $6 Trillion Company, According to a Wall Street Analyst

Key Points Rising infrastructure investments from AI hyperscalers should fuel further growth for Nvidia’s data center business. Over the next year, Nvidia will be increasing the commercialization of its next-generation GPU architectures. Emerging applications and the release of new GPUs should help Nvidia maintain its dominant position in the AI infrastructure landscape. 10 stocks we ...

Russ Cohen

9 Under-the-Radar AI Stocks to Buy Now

Key Points These stocks range from $270 million to $22 billion in market cap, providing AI exposure without mega-cap concentration risk. Each targets specific AI niches — from edge chip design to credit decisioning to IoT platforms — rather than competing head-on with giants. Many generate real revenue today with enterprise customers, unlike speculative AI ...

Russ Cohen

Disney's Streaming Base Expands: Can Subscriber Growth Drive Gains?

Disney’s DIS streaming base is growing rapidly, underscoring its growing role in driving the company’s Entertainment strategy. In the third quarter of fiscal 2025, combined Disney+ and Hulu subscriptions climbed to 183 million, up 2.6 million sequentially. This momentum broadens the company’s advertising reach, strengthens bundling opportunities and enhances its ability to monetize subscribers through ...

Russ Cohen

Why 2025 Is Turning Into a Disaster for Ford Motor Company

Key Points Ford is recalling 1.9 million vehicles globally, and 1.45 million in the U.S. Ford has previously been fined for not recalling swiftly enough. Ford warranty payments as a percentage of revenue are on the rise. 10 stocks we like better than Ford Motor Company › It’s been about three years since Ford Motor ...

Russ Cohen

iHuman's International Push Boosted By Cricket Media Tie-up

The edutech company’s new alliance with a U.S. children’s media brand with more than a half century of history looks more promising than its earlier global expansion efforts Key Takeaways: iHuman has formed a new partnership with U.S. children’s publisher Cricket Media, aiming to boost its three-year-old globalization drive The new partnership could help return ...

Russ Cohen

The Market’s Smoke Alarm: What the Yield Curve Is Telling Traders in 2025

Inversions end; decisions begin. You’ve probably seen it splashed everywhere – “Yield Curve Steepens to Multi-Year Highs,” “Bond Market Flashes Caution,” “Is the Soft Landing in Sight?”  The yield curve has gone from an obscure chart on bond desks to front-page material because it’s one of the few indicators that consistently front-runs the big turns ...