Blog

Russ Cohen

This Artificial Intelligence (AI) ETF Has Outperformed the Market By 2.4X Since Inception and Only Holds Profitable Companies

Key Points AI is poised to be the biggest secular trend in many decades or even generations. Buying an exchange-traded fund (ETF) can be a less risky way to gain exposure to AI relative to buying individual stocks. Roundhill Magnificent Seven ETF (MAGS) holds the “Magnificent Seven” stocks: Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, ...

Russ Cohen

Is GigaCloud Technology Inc. (GCT) 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? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let’s see ...

Russ Cohen

Not Nearly Enough Investors Are Talking About Coupang Stock

Key Points When U.S. investors hear the word “e-commerce,” it’s natural for them to think of Amazon, the company that redefined how people think about shopping online. But they may easily overlook one company in Asia that’s following the Amazon playbook and putting up impressive results. Coupang (NYSE: CPNG) now dominates the South Korean e-commerce ...

Russ Cohen

NVIDIA's Data Center Sales Soar 56% in Q2: Can It Keep the Momentum?

NVIDIA Corporation’s NVDA latest quarterly results showcased how critical the data center business has become for the company. In the second quarter of fiscal 2026, Data Center revenues jumped 56% year over year to $41.1 billion and accounted for approximately 89% of the total revenues of $46.74 billion. This robust growth was primarily driven by ...

Russ Cohen

Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity

Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide tools for data mining, transformation, visualization, and predictive analytics. Market Data Forecast estimated that the global big data ...

Russ Cohen

Will New Big Technology Engagements Reshape Innodata's Growth Path?

Innodata Inc. INOD is strengthening its position as a key partner in the artificial intelligence (“AI”) ecosystem. The company has built strong relationships with leading global technology firms, where demand for high-quality data services continues to rise. As AI advances toward more complex applications, these partnerships have the potential to significantly alter the company’s growth ...

Russ Cohen

Wall Street Analysts Think MasterCard (MA) Is a Good Investment: Is It?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

My Market Outlook for the Rest of 2025

The month of August closed out with a lot of fanfare but no fireworks. While much of Wall Street was focused on NVIDIA Corporation’s (NVDA) earnings – which did not disappoint – there were plenty of other major events also snagging headlines and leading to a relatively muted market in the final trading week of August. First, ...