Blog

Russ Cohen

How Is Rivian Balancing Efficiency With Its Push Toward R2?

Rivian Automotive, Inc. RIVN continues to double down on its philosophy to drive efficiencies across the organization to help self-fund the technologies that set it apart. Per Rivian’s third-quarter earnings transcript, the company remains committed to channeling resources into strategic differentiators, most significantly, its autonomous driving training, without losing sight of disciplined spending. This approach ...

Russ Cohen

The Top 3 Risks Alibaba Investors Should Not Ignore

Key Points Competitive pressure in e-commerce remains intense and structural. Quick commerce continues to weigh heavily on profitability. Investor sentiment toward Chinese tech remains volatile and unpredictable. 10 stocks we like better than Alibaba Group › Alibaba Group (NYSE: BABA) continues to remake itself. Its September 2025 quarter delivered a familiar mix of progress and ...

Russ Cohen

Is Apollo Go's Global Push a Sign of More Upside for Baidu Stock?

Baidu‘s BIDU strategic push to expand Apollo Go internationally represents a pivotal moment in the autonomous ride-hailing industry. Rather than treating Robotaxi as a domestic showcase, the company is positioning Apollo Go as a global mobility platform, leveraging its decade-long technical edge and one of the industry’s largest fully driverless fleets. The strategy centres on ...

Russ Cohen

Here's My Top "Magnificent Seven" Stock to Buy for 2026

Key Points Neither Tesla nor Apple has delivered great growth recently. Alphabet, Microsoft, and Amazon are spending heavily on their cloud computing divisions. Meta Platforms and Nvidia are the best bargains in the group based on the forward price-to-earnings metric. 10 stocks we like better than Nvidia › The “Magnificent Seven” is a popular grouping ...

Russ Cohen

Wall Street Analysts See Unity Software (U) as a Buy: Should You Invest?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Unity Software Inc. (U) ...

Russ Cohen

Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally

Oracle’s (NYSE: ORCL) stock price plunged following its fiscal year 2026 (FY2026) Q2 earnings release in mid-December because of its mixed results. However, weak as the revenue may be, the company is undergoing a strategic transformation supported by AI that will cement its position as a leader for decades to come. While the build-out of ...