Blog

Russ Cohen

June, Second Quarter 2025 Review and Outlook

Executive Summary The S&P 500 and Nasdaq 100 ended Q2at new all-time highs Industrials and Financials at new highs signals economic strength U.S. Dollar Index (DXY) with the biggest 6M decline in 16 years (2009) S&P 500 corporate EPS is forecasted to grow 5% in Q2 2025 Nine of 11 large-cap sectors are positive YTD ...

Russ Cohen

AGI Incoming: Sooner Than You Think, Bigger Than You Can Imagine

Artificial General Intelligence (AGI) is no longer a distant dream. It stands to be one of the most disruptive – and profitable – technological shifts of our lifetime.  That’s right. It’s not something your grandkids will grapple with in 2080. It’s something you will see unfold within the next few years… perhaps before the next ...

Russ Cohen

Baidu's AI-Push Gains Momentum: Is ERNIE Enough to Power Ambitions?

Baidu, Inc.’s BIDU push into AI is gaining momentum and the centerpiece of that effort is its ERNIE family of large language models. The latest iterations, ERNIE 4.5 and X1 Turbo, demonstrate remarkable progress in both reasoning and multimodal capabilities. Yet the key question remains: Is ERNIE alone enough to anchor Baidu’s broader AI strategy? ...

Russ Cohen

Why Tesla Stock Is Plummeting Today

Shares of Tesla (NASDAQ: TSLA) are falling on Tuesday, down 4.3% as of 12:23 p.m. ET. The drop comes as the S&P 500 and Nasdaq Composite lost 0.1% and 0.8%, respectively. Tesla CEO Elon Musk and President Donald Trump reignited their dormant social media conflict yesterday with Trump directly calling for the government to review ...

Russ Cohen

DFUS, AAPL, GOOG, LLY: 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 Dimensional U.S. Equity ETF (Symbol: DFUS) where we have detected an approximate $286.9 million dollar inflow — that’s a 1.9% increase week over week in outstanding units (from 227,300,000 to 231,600,000). Among the largest underlying ...

Russ Cohen

These 2 Artificial Intelligence (AI) Stocks Are Undervalued Right Now

Less than three months after the stock market plunged on President Donald Trump’s “Liberation Day” tariffs announcement, major indexes are back near all-time highs. Investors have shrugged off concerns around tariffs and a potential economic slowdown as businesses adjusted to the new trade regime and as economic data so far around unemployment and inflation has ...

Russ Cohen

ROYAL CARIBBEAN'S FIRST ROYAL BEACH CLUB NOW AVAILABLE TO BOOK

Royal Beach Club Paradise Island will deliver an all-inclusive beach day in The Bahamas in December 2025 MIAMI, July 1, 2025 /PRNewswire/ — Vacationers can officially add the ultimate beach day to their bucket lists as Royal Caribbean has opened bookings for the first-of-its-kind beach club experience in The Bahamas. Combining the vibrant culture and ...