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Russ Cohen

Here's How Trump's Tariffs Could Affect Alibaba Stock

Key Points Alibaba’s e-commerce business is relatively (although not completely) tariff-resistant. Tariffs aren’t a big issue for Alibaba Cloud, but other U.S. trade policies could be. Alibaba’s greatest threat arguably comes from the Chinese government rather than from the U.S. government. 10 stocks we like better than Alibaba Group › New York Times columnist Thomas ...

Russ Cohen

2 Top Electric Vehicle (EV) Stocks to Buy in August

Key Points Nio’s booming Onvo SUV launch could signal a turnaround, though profitability remains a 2025 target. Rivian’s Amazon partnership and upcoming lower-cost R2 SUV could offer growth potential, backed as it is by a $1 billion Volkswagen investment. Both stocks trade at lower price-to-sales (P/S) ratios than Tesla but face cash-burn problems and execution ...

Russ Cohen

AMD Stock Declines as Earnings Drop 30% on Government Restricting Advanced AI Chip Sales to China

Key Points Second-quarter revenue beat Wall Street’s estimate and adjusted earnings per share (EPS) met the analyst expectation. Third-quarter guidance for revenue growth was 28% year over year, above the analyst consensus estimate of 27%. AMD took approximately $800 million in inventory and related charges stemming from the U.S. export controls restricting sales of advanced ...

Russ Cohen

Up 33% Year to Date, Is Netflix Stock Still a Buy?

Key Points Netflix has improved earnings trends and operating margins in the first half of the year. Forecasts for the third quarter are strong. In all, the content lineup for the second half of the year bodes well for viewership. 10 stocks we like better than Netflix › I’ll be honest. A few years back ...

Russ Cohen

Ford Q2 Earnings Surpass Expectations, Revenues Rise Y/Y

Ford Motor Company F reported second-quarter 2025 adjusted earnings per share of 37 cents, which surpassed the Zacks Consensus Estimate of 34 cents but declined from 47 cents recorded in the year-ago quarter. The company’s consolidated second-quarter revenues came in at $50.18 billion, up 5% year over year. F’s total automotive revenues came in at ...