Blog

Russ Cohen

NVIDIA's Data Center Sales Soar 56% in Q2: Can It Keep the Momentum?

NVIDIA Corporation’s NVDA latest quarterly results showcased how critical the data center business has become for the company. In the second quarter of fiscal 2026, Data Center revenues jumped 56% year over year to $41.1 billion and accounted for approximately 89% of the total revenues of $46.74 billion. This robust growth was primarily driven by ...

Russ Cohen

Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity

Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide tools for data mining, transformation, visualization, and predictive analytics. Market Data Forecast estimated that the global big data ...

Russ Cohen

Will New Big Technology Engagements Reshape Innodata's Growth Path?

Innodata Inc. INOD is strengthening its position as a key partner in the artificial intelligence (“AI”) ecosystem. The company has built strong relationships with leading global technology firms, where demand for high-quality data services continues to rise. As AI advances toward more complex applications, these partnerships have the potential to significantly alter the company’s growth ...

Russ Cohen

Wall Street Analysts Think MasterCard (MA) Is a Good Investment: Is It?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

My Market Outlook for the Rest of 2025

The month of August closed out with a lot of fanfare but no fireworks. While much of Wall Street was focused on NVIDIA Corporation’s (NVDA) earnings – which did not disappoint – there were plenty of other major events also snagging headlines and leading to a relatively muted market in the final trading week of August. First, ...

Russ Cohen

1 Reason Wall Street Is Obsessed With Netflix Stock

Key Points Netflix’s financial situation has benefited greatly from its massive scale. The business is still growing its top line at a double-digit pace. Despite Netflix’s incredible success, shares appear to trade at a very expensive valuation. 10 stocks we like better than Netflix › In the past 20 years, shares of Netflix (NASDAQ: NFLX) ...

Russ Cohen

Will Ford Pro's ServiceTitan Deal Transform Fleet Management?

Ford Motor Company’s F commercial business unit, Ford Pro, has signed a multi-year partnership with ServiceTitan, Inc. TTAN, a leading software platform for trades businesses, to launch a fleet management solution for field service operators, per Benzinga. The collaboration is designed to reduce downtime, lower repair expenses and deliver real-time insights to companies that depend ...

Russ Cohen

This Underrated Artificial Intelligence (AI) Stock Just Posted Triple-Digit AI Growth for an 8th Straight Quarter

Key Points Alibaba Group Holdings’ artificial intelligence products have generated tremendous growth for the company over the past couple of years. The company has its own chatbot, Qwen, and it has also been making custom artificial intelligence chips. Earlier this year, it partnered with Apple to develop artificial intelligence features for the company’s iPhones. 10 ...

Russ Cohen

Wall Street Week in Review: Stocks Notch Highs Despite Pessimism

Investor Sentiment Remains Bearish The S&P 500 Index is up 12.5% year-to-date, 17% over the past six months, and is at an all-time high. In fact, small caps, large caps, and tech stocks are all hovering near all-time highs. However, the one item not near new highs is investor sentiment. Despite the stellar market performance ...