Blog

Russ Cohen

Nasdaq 100: AI Momentum Keeps Markets Buoyant Despite Middle East Tensions

Nasdaq 100 continues setting record highs as AI-driven technology stocks lead markets higher. Falling oil prices and ceasefire hopes have eased investor concerns over Middle East tensions. Strong corporate AI spending and semiconductor demand continue supporting bullish technology sector momentum. European equity markets and US index futures traded cautiously on Friday, with investors balancing renewed ...

Russ Cohen

2 Brilliant Stock Split Stocks to Buy on the Dip and Hold for 10 Years

Key Points Netflix and Booking Holdings have conducted stock splits over the past year. Both stocks have declined 25% due to company-specific issues. There remain good reasons to be optimistic about their prospects. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) and Booking Holdings (NASDAQ: BKNG) are two of the most prominent ...

Russ Cohen

7 Financial-Sector Outcasts Paying Us up to 12.3%

We contrarians always need to remain a step ahead. That means to find the best deals and yields, we need to be where everyone else isn’t (yet). Right now, that means we’re taking a trip to the bank—to collect up to 12.3% annually in dividend checks. Financials are in the tank. They are the dogs ...

Russ Cohen

S&P 500: Another Deal Day, Another Market Rally

It feels like we are stuck on a carousel that just keeps going around and around. For the past two months, we have seen headlines about a deal between the US and Iran to end the fighting. The odd part is that the deal is supposedly meant to extend the two-week ceasefire, which began on ...

Russ Cohen

COST Q3 Earnings Call Shows Value Focus, Digital Push

Costco Wholesale Corporation COST used its fiscal third-quarter call to stress a familiar point with sharper urgency: in a volatile consumer and cost environment, management wants to protect member value first. That stance shaped the company’s pricing, fuel, digital and capital allocation commentary. The setup around that message was solid. Costco reported earnings per share ...

Russ Cohen

S&P 500: A Technical Take on the Record-High Rally

Risk appetite remains firmly intact as optimism surrounding a potential resolution to the war with Iran continues to improve investor sentiment. The has now advanced for eight consecutive weeks, with price action remaining remarkably resilient throughout the recovery. Since bottoming on March 30, the index has gained roughly 18% over just 39 trading sessions, producing ...

Russ Cohen

Snowflake and the Snowballing Impact of its AI Flywheel

Snowflake is only the latest example of how the AI flywheel is gaining momentum. Demand for the company’s product is hot, exceeding expectations and driving management to increase spending. Increased spending leads to new demand, increased revenue, and an improved outlook—and the cycle has only just begun. The likely outcome is that Snowflake and other ...

Russ Cohen

Nvidia Stock Sank Today. Is It a Buy With Earnings Due Next Week?

Key Points Nvidia will announce its fiscal 2027 first quarter on Wednesday, May 20. The company expects revenue of about $78 billion, 15% higher than just last quarter. Today’s drop comes as investors were disappointed there was no major China announcement. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) shares sank as ...