Blog

Russ Cohen

ONEY, BMY, CAH, F: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Russell 1000 Yield Focus ETF (Symbol: ONEY) where we have detected an approximate $203.7 million dollar inflow — that’s a 24.3% increase week over week in outstanding units (from 7,770,000 to 9,660,000). Among the ...

Russ Cohen

3 Red-Hot Growth Stocks to Buy in 2025

Most growth stocks delivered sizzling performances in 2023 and 2024. However, the uncertainty created by the threats of steep tariffs caused the sizzle to fizzle for many in the first half of this year. There are some exceptions, though, that have continued to soar despite the overall market volatility. Several of them remain great picks ...

Russ Cohen

Navitas' GaN Power ICs Gaining Traction: What's Fueling It?

Navitas Semiconductor NVTS is a key player in the next generation of power semiconductors, driving innovation in GaN (gallium nitride) technologies. Its GaN business —  branded as GaNFast, GaNSafe and GaNSense — is now a major growth engine. Investors are increasingly eyeing the GaN semiconductor device market, which is expected to grow at a compound ...

Russ Cohen

Can Spotify's Reliance on AI-Powered Offerings Drive Growth?

Spotify Technology S.A. SPOT has consistently focused on integrating AI to personalize its offerings. This approach has helped the company’s steady growth in user engagement reinforce its leadership in the audio streaming market. The AI DJ feature, launched in 2023, continues to resonate with users, with reports indicating high engagement. In the first quarter of 2023, ...

Russ Cohen

If I Could Load Up on Any Artificial Intelligence (AI) Stock, It Would Be This One (Hint: It's Not Nvidia)

Key Points Taiwan Semiconductor Manufacturing Company (TSMC) produces the vast majority of all high-performance AI chips. High-performance chips (which include AI chips) accounted for 59% of TSMC’s total revenue in the first quarter of 2025. TSMC has been expanding its manufacturing operations to different countries outside of Taiwan. Artificial intelligence (AI) has been around for ...

Russ Cohen

Is Royal Caribbean (RCL) a Buy as Wall Street Analysts Look Optimistic?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Royal Caribbean (RCL) before ...