Blog

Russ Cohen

What Jensen Huang Said That Nobody Noticed

Listen to the audio version of this article (generated by AI). Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango just upgraded to “Buy” … a new agentic AI pick from Brian Hunt In our May 4 Digest, we ...

Russ Cohen

BABA Q4 Profit Falls on Heavy Tech Spending: Time to Sell the Stock?

Alibaba Group BABA closed its fiscal 2026 with a sobering message for investors — the cost of staying relevant in the artificial intelligence (AI) era is steep, and shareholders are footing the bill. The Chinese Internet major reported its fourth-quarter and full-year results on May 13, 2026, revealing that non-GAAP net income for the March ...

Russ Cohen

3 AI Data Centers to Buy Before They Explode

Listen to the audio version of this article (generated by AI). I hope you had a good holiday weekend, folks! Last week, NVIDIA Corporation (NVDA) delivered another quarter of record-setting earnings. I wrote about NVIDIA’s earnings here, but the big takeaway is that the AI boom is far from over. In fact, it’s entering an ...

Russ Cohen

Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet

The AI race is accelerating, and Google is certainly not standing still. At its annual Google I/O developer conference on May 19, Alphabet unveiled a wave of new AI models and products that signal a company moving decisively to keep pace with OpenAI and Anthropic in one of the most competitive technology races in history. ...

Russ Cohen

Alphabet: Upcoming Pullback Is Another Buying Opportunity

Google parent needs no introduction, and we’re not going to waste your time with one. The stock’s decline in 2022, attributed to inflation risks and the ChatGPT threat, is a laughably good example of how short-sighted the market can be. Over the following four years, the company’s market cap surged roughly fivefold as it proved ...

Russ Cohen

Intuit: Assessing the Bull Case Amidst Management’s Hesitancy to Restore Growth

(INTU), the financial software provider responsible for TurboTax, QuickBooks, and Credit Karma, is currently experiencing a challenging period. Disappointing tax-season results and slowing growth across major business segments have raised concerns regarding the company’s short-term outlook. The stock has plunged approximately 62% from its 52-week high of $813.70 to its current price near $320 – ...