Blog

Russ Cohen

Where Will UPS Be in 1 Year?

Key Points UPS won’t get anywhere near the 2026 targets laid out on its investor day presentation in 2024. Tariff uncertainty and overcapacity in the small package segment are weighing the company down. Management may need to reset investor expectations and address its capital allocation strategy. 10 stocks we like better than United Parcel Service ...

Russ Cohen

Why Lam Research Rocketed to All-Time Highs Today

Key Points OpenAI inked a massive deal with memory giants Samsung and SK Hynix. Intel may have landed AMD as a foundry customer. Both are highly bullish events for semiconductor investment, including Lam’s leading tools. 10 stocks we like better than Lam Research › Shares of etch and deposition chip equipment maker Lam Research (NASDAQ: ...

Russ Cohen

Why The Trade Desk Stock Fell 10.3% in September

Key Points August’s 37% plunge after a disappointing earnings report set a weak tone heading into September. Amazon announced it is partnering with Netflix to help marketers buy ads on the streaming service — a move that could undercut The Trade Desk and potentially take market share. In light of intensifying competition, the stock’s high ...

Russ Cohen

Ford Motor (F) Shares Cross 5% Yield Mark

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of Ford Motor Co. (Symbol: F) were yielding above the 5% mark based on its quarterly dividend (annualized to $0.6), with the stock changing hands as low as $11.88 on the day. Dividends are particularly important for investors to ...

Russ Cohen

Jefferies Maintains Alibaba Group Holding Limited – Depositary Receipt (BABA) Buy Recommendation

Fintel reports that on September 29, 2025, Jefferies maintained coverage of Alibaba Group Holding Limited – Depositary Receipt (NYSE:BABA) with a Buy recommendation. Analyst Price Forecast Suggests 2.21% Downside As of September 13, 2025, the average one-year price target for Alibaba Group Holding Limited – Depositary Receipt is $168.11/share. The forecasts range from a low ...