Blog

Russ Cohen

Year-End Rally Odds Increase: Stocks to Watch

US stocks opened higher Friday morning and looked primed for their second straight winning week after President Trump confirmed an upcoming meeting with Chinese President Xi, alleviating trade tensions between the two nations. Adding to the bullish case, market participants have reacted positively to the latest round of third-quarter earnings reports. Overall, the start to ...

Russ Cohen

Is This AI Rally Sustainable or Just Another Bubble in Disguise?

Key Points Nvidia is more informed on this subject than many investors are. Companies like Microsoft, Amazon, Alphabet, and Meta Platforms have legitimate, non-AI businesses funding their AI investments. 10 stocks we like better than Nvidia › The race for leadership in artificial intelligence (AI) has been ongoing since the start of 2023. As we ...

Russ Cohen

Palantir Expands AI Alliance With Lumen for Enterprise Innovation

Palantir Technologies PLTR has deepened its collaboration with Lumen Technologies LUMN through a multi-year, multi-million-dollar strategic partnership focused on helping enterprises deploy artificial intelligence faster and more securely. The deal integrates Palantir’s Foundry and Artificial Intelligence Platform with Lumen’s Connectivity Fabric, designed to streamline data movement across multi-cloud environments. Together, the companies aim to simplify ...

Russ Cohen

Is Now the Time to Buy Netflix Stock?

Key Points The stock turned lower following the streaming-TV specialist’s earnings report this week. Business momentum remains solid, with revenue growth accelerating and ads gaining traction. The price-to-earnings multiple may be too demanding. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) stock’s stellar year was threatened this week. The company reported third-quarter ...

Russ Cohen

Be Concerned About Tesla's Q3 Earnings Miss?

Despite missing earnings expectations yesterday evening, Tesla TSLA stock was resilient in Thursday’s trading session. Falling sharply in early morning trading, TSLA ended the day up +2%, extending YTD gains to a respectable +10% considering the cost challenges the EV leader has faced. Adding to these headwinds, it was inevitable that Tesla would have to reduce ...

Russ Cohen

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

Baidu’s BIDU AI Cloud business is gaining strategic significance as the company focuses on scaling its foundation model ecosystem and expanding enterprise use cases. The launch of ERNIE 4.5, a family of 10 open-sourced models optimised for reasoning, instruction-following and multimodal understanding, marks an important step toward strengthening Baidu’s technological depth in China’s competitive AI ...

Russ Cohen

Ford Tops Q3 Earnings Mark, Cuts '25 EBIT View Amid Novelis Fire

Ford F reported third-quarter 2025 adjusted earnings per share of 45 cents, which surpassed the Zacks Consensus Estimate of 38 cents but declined from 49 cents recorded in the year-ago quarter. The company’s consolidated third-quarter revenues came in at $50.5 billion, up 9.3% year over year. F’s total automotive revenues came in at $47.2 billion, ...

Russ Cohen

Meet the Magnificent Vanguard ETF With 43% of Its Portfolio Invested in Nvidia, Apple, and Microsoft

Key Points One of the key benefits of exchange-traded funds is instant diversification. Vanguard Information Technology ETF’s portfolio doesn’t seem particularly diverse when you look at the top 10 holdings. Using a hybrid market cap weighting approach, this ETF has more inside it than you may think. 10 stocks we like better than Vanguard Information ...

Russ Cohen

NVE Corp Reports Y/Y Declines in Profit & Revenues in Q2

Shares of NVE Corporation NVEC have declined 1.5% since reporting second-quarter fiscal 2026 results on Oct. 22, 2025, compared with a 0.5% drop in the S&P 500 index. Over the past month, the stock has risen 9.7%, outpacing the S&P 500’s 1.5% rally, reflecting investor optimism about the company’s growth prospects despite near-term revenue softness. ...