Blog

Russ Cohen

Tesla's AI Hype Is Doing the Heavy Lifting for the Stock, but It Won't Be Enough for Long

Key Points Tesla stock is down in 2025, but shares remain overvalued compared to other automotive stocks. While Tesla’s EV business faces significant headwinds, investor focus remains largely on the company’s long-term artificial intelligence (AI) growth potential. If the AI bubble bursts, or Tesla fails to make enough AI-related progress, shares could be in for ...

Russ Cohen

Is Apple Stock a Buy Now?

Investors in Apple (NASDAQ: AAPL) have experienced anxious times recently. The company was feared to have fallen behind in the AI race due to the lack of groundbreaking AI initiatives like those announced by its “Magnificent Seven” peers. Moreover, after the company’s strong, five-year run, some may believe Apple is overvalued. Even Warren Buffett sold ...

Russ Cohen

Roku's Devices Segment Under Pressure: A Temporary Setback or Trend?

Roku’s ROKU Devices business is facing mounting pressure as hardware revenues continue to decline. In the second quarter of 2025, Devices revenues dropped 6% year over year to about $136 million, pressured by tariffs, intense competition from Amazon and Apple, and slower consumer demand as households hold on to existing devices. While the platform segment ...

Russ Cohen

Intel Boosts Cyber Threat Detection With Acronis Deal: A Gamechanger?

Intel Corporation INTC has collaborated with Acronis, a global leader in cybersecurity and data protection, to boost artificial intelligence (AI)-driven cyber threat detection in endpoint devices without compromising on performance. The partnership will leverage OpenVINO (Open Visual Inference and Neural Network Optimization) – an open-source toolkit from Intel to deploy deep learning models for high-performance ...

Russ Cohen

Alphabet Focuses on AI Mode to Boost Search Growth: What's Ahead?

Alphabet’s GOOGL Search business is benefiting from AI infusion. The company is leading the search domain with 89.57% market share, followed by Microsoft’s MSFT Bing, with 3.88% share, Yandex’s 2.19%, Yahoo!’s 1.49%, DuckDuckGo’s 0.95% and Baidu’s BIDU 0.72%, per the latest data from StatCounter. According to Semrush data, Google handles more than 5 trillion queries ...

Russ Cohen

Is Ford Stock a Millionaire Maker?

Key Points Ford’s long history, which spans more than 120 years, has made it a symbol of American industry. One of the biggest criticisms of Ford’s operations is that demand will always be cyclical, as sales will ebb and flow with the economy. The stock is cheap, and the dividend yield is high, but investors ...

Russ Cohen

Should You Stay Away From Alibaba Stock Ahead of Q1 Earnings?

Alibaba Group Holding Limited BABA is scheduled to report first-quarter fiscal 2026 results on Aug. 29. For the fiscal first quarter, the Zacks Consensus Estimate for revenues is pegged at $34.26 billion, suggesting a 2.37% rise from the year-ago quarter’s reported figure. The Zacks Consensus Estimate for earnings is pinned at $2.13 per share, indicating ...