Blog

Russ Cohen

What Wall Street Isn’t Telling You About SpaceX

Listen to the audio version of this article (generated by AI). The hype machine is running at full speed… what Jay Ritter’s 45-year database actually shows… and the backdoor into AI’s biggest winners before Wall Street reprices them… Don’t you do it – don’t you buy the SpaceX (SPCX) IPO tomorrow. Or, if you insist, ...

Russ Cohen

Ford Stock Is Off to the Races. Can Its 55% Rally Continue?

Key Points Ford stock is racing higher on excitement over its new energy storage business, which just landed its first major score. April’s vehicle sales fell 14% year over year amid a challenging market. At this point, the stock seems to have gotten too far ahead of itself. 10 stocks we like better than Ford ...

Russ Cohen

Natural Grocers Gains 26% YTD: Should You Buy the Stock?

Natural Grocers by Vitamin Cottage, Inc. NGVC shares have gained 25.6% year to date compared with the industry’s 11.5% growth. The company has outperformed other industry players, including Sprouts Farmers Market, Inc. SFM and Performance Food Group Company PFGC. Shares of Sprouts Farmers Market and Performance Food Group have rallied 9% and 12%, respectively, in ...

Russ Cohen

Don’t Let This Week’s Inflation Data Scare You Out of Stocks

The latest inflation reports show why investors should stay bullish – but be more tactical… Listen to the audio version of this article (generated by AI). Julia Child became famous because she made people feel brave in the kitchen. Before she came along, French cooking seemed intimidating to a lot of Americans. It felt fancy. ...

Russ Cohen

BABA vs. META: Which AI Data Center Giant Is the Better Bet?

Alibaba BABA and Meta Platforms META sit on opposite sides of the globe, yet both have repositioned around one ambition: building the AI data center capacity to power the next era of artificial intelligence (AI). Alibaba is expanding its Cloud Intelligence backbone at home and abroad, while Meta Platforms pours record sums into AI-optimized U.S. ...

Russ Cohen

Beware of CME Nasdaq Price Limits

The just reminded everyone how fast things break when fear takes the wheel. Down nearly 2% on Wednesday. Down more than 4% on Friday, June 5, volatility has returned to the market in a big way. Sharp intraday swings, widening ranges, and rapidly changing sentiment have become the norm rather than the exception Most traders ...

Russ Cohen

Is Dynatrace the Right Observability Bet in the Age of AI?

The artificial intelligence buildout has created a new category of winners in enterprise software. One of the beneficiaries has been observability, the category of tools that tells companies what is happening inside their cloud environments in real time. More AI workloads mean more complexity, more failure points, and more need for platforms that can make ...

Russ Cohen

This May Be the Next Big Catalyst for Intel Stock

Key Points Intel’s foundry business has gained solid momentum lately, and a new deal with Google suggests its performance will improve further. Intel is trading at an expensive valuation right now, but the stock could keep rising as the company can keep delivering better-than-expected growth. 10 stocks we like better than Intel › Intel (NASDAQ: ...