Blog

Russ Cohen

The Good News Just Keeps Flowing in for Nebius Investors. Here's Why This AI Stock Could Jump 4X After the Meta Platforms Contract.

Key Points Meta Platforms has awarded Nebius a sizeable contract that’s going to supercharge its long-term growth. Nebius is likely to outperform Wall Street’s expectations by aggressively adding new data center capacity, which should help convert its backlog into revenue. 10 stocks we like better than Nebius Group › Shares of Nebius Group (NASDAQ: NBIS) ...

Russ Cohen

The Trade Desk Growth Story Hinges on CTV Strength and AI Push

The Trade Desk TTD sits at the center of one of digital advertising’s most important shifts —budgets moving toward connected TV (“CTV”) that can be planned and measured with the same discipline as digital. That backdrop has kept video demand firm even as some end markets turn cautious. The key question for investors is whether ...

Russ Cohen

Is Ford's F-150 Lightning EREV the Next Costly Mistake?

Key Points EREVs are controversial and could merely be a distraction or lateral move. EREVs can minimize battery cost and vastly improve range. Ford’s decision to turn the Lightning truck EV into an EREV is more based on necessity in the near term, not a huge strategic change. 10 stocks we like better than Ford ...

Russ Cohen

NERA Incurs a Loss in Q4 Due to Escalating Costs, Stock Down 5%

Shares of New England Realty Associates Limited Partnership NEN have declined 4.6% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares to the S&P 500 index’s 0.6% decline over the same time frame. Over the past month, the stock has declined 4.6% compared with the S&P 500’s 2.9% decrease. ...

Russ Cohen

Dow Jones Falls as Iran War Continues, Rate Cut Bets Fade

US stocks are set to open lower and are on track for steep weekly declines as investors continue to weigh the situation in the Middle East alongside the prospect of fewer . US futures                                             -0.74%, -0.78%, and -0.87% In Europe                                                                            -2.95% and -3% US stocks fall and are on track for another weekly decline Iran ...

Russ Cohen

Why Lemonade Stock Soared by 16% This Week

Key Points An analyst move on Tuesday sweetened investor sentiment toward next-generation insurance company Lemonade (NYSE: LMND), as did developments in the technology that pundit was bullish about. With that, the stock rose by more than 16% over the course of the week, according to data compiled by S&P Global Market Intelligence. Accelerating momentum The ...

Russ Cohen

Jabil Quietly Manufactures an Accelerating Stock Price Rally

Jabil Inc. (NYSE: JBL) is critical to the tech industry, as it is a leading manufacturer and provider of manufacturing services for technology companies. Its top customers include Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Cisco (NASDAQ: CSCO), Ericsson (NASDAQ: ERIC), and Tesla (NASDAQ: TSLA), which rely heavily on it for components and services. This now-diversified ...