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Russ Cohen

Apple Stock: Big Earnings, Small Move—Time to Buy?

Apple Inc (NASDAQ:) delivered a blowout earnings report after the market closed on July 31. That’s not showing up in the company’s stock price. The stock is up over 3% after the results dropped. However, the stock was trading just a little over 1% before the earnings call. By every metric that matters to Apple ...

Russ Cohen

How Will Services, Mac and iPad Fare in Apple's Q3 Earnings?

Apple’s AAPL third-quarter fiscal 2025 results, to be reported on July 31, are expected to reflect the impact of Apple Intelligence on iPhone, as well as non-iPhone devices: Mac and iPad.  Introduction of Apple Intelligence, an advanced personal intelligence system seamlessly integrated into iOS 18, iPadOS 18, and macOS Sequoia, is helping Apple sell more ...

Russ Cohen

Ford's Q2 Beat Overshadowed by Tariff Pain: What's Your Move Now?

U.S. legacy automaker Ford F posted better-than-expected results for the second quarter of 2025. Automotive revenues rose nearly 5% to $46.9 billion, beating the Zacks Consensus Estimate of $41.7 billion. EPS came in at 37 cents, topping the consensus mark of 34 cents. Ford Motor Company Price and EPS Surprise Ford Motor Company price-eps-surprise | ...

Russ Cohen

Alibaba's AI Ambitions: 3 Strategic Bets Investors Should Watch Closely

Key Points Alibaba Group (NYSE: BABA) has spent the past few years navigating regulatory crackdowns, macro uncertainty in China, and intensifying competition. However, behind the scenes, a massive transformation is underway as the tech giant repositions itself as an artificial intelligence (AI)-native company. For investors, this pivot could mark a turning point. While the headlines ...

Russ Cohen

Amazon Stock Falls Despite Q2 Earnings & Revenues Beat Estimates

Amazon.com AMZN delivered second-quarter 2025 earnings of $1.68 per share, which increased 36.6% from the year-ago quarter and beat the Zacks Consensus Estimate by 26.32%. AMZN’s net income increased 34.8% year over year to $18.2 billion in the second quarter. Net sales of $167.7 billion rose 13% year over year, ahead of management’s guidance of ...

Russ Cohen

Should Investors Buy, Sell or Hold SMCI Stock Before Q4 Earnings?

Super Micro Computer, Inc. SMCI is set to report its fourth-quarter fiscal 2025 results on Aug. 5. For the fiscal fourth quarter, the company expects revenues between $5.6 billion and $6.4 billion. The Zacks Consensus Estimate is pegged at $5.99 billion, indicating growth of 12.76% from the year-ago quarter. Super Micro Computer expects non-GAAP earnings ...

Russ Cohen

Buy META as Solid Q2 Reduces Concerns on Monetization of AI Spending

Global social media behemoth Meta Platforms Inc. META reported second-quarter 2025 adjusted earnings of $7.14 per share, beating the Zacks Consensus Estimate by 22.5%. The figure surged 38.4% year over year. Revenues of $47.52 billion outpaced the Zacks Consensus Estimate by 6% and increased 21.6% year over year. META is benefiting from steady user growth ...