Blog

Russ Cohen

Broadcom's Trillion-Dollar Run: Analyst Expects ASIC To Take 10%-15% Market Share Backed By AI Compute Demand

Application-specific Integrated Circuit (ASIC) vendor Broadcom Inc AVGO entered the trillion-dollar valuation club in 2024, rubbing shoulders with Nvidia Corp NVDA and Taiwan Semiconductor Manufacturing Co TSM. Broadcom stock surged over 634% in the last five years and over 84% in the previous 12 months. Gartner estimates worldwide semiconductor revenue reached $626 billion in 2024, ...

Russ Cohen

Google: Post-Earnings Dip Could Be a Buying Opportunity

Google (NASDAQ:) posted adjusted EPS of $2.15 in Q4, beating street estimates of $2.13. The company has beat earnings estimates in each of the last 8 quarters. Although earnings results came in above estimates by the smallest of margins, at 0.9%. Well below the 8 quarter average of 8.6%. Earnings growth has slowed since Q1 ...

Russ Cohen

Warren Buffett Has Two-Thirds of Berkshire Hathaway's $297 Billion Portfolio Invested in 5 Magnificent Stocks

There aren’t many money managers who can captivate the attention of professional and everyday investors like Berkshire Hathaway‘s (NYSE: BRK.A)(NYSE: BRK.B) billionaire CEO, Warren Buffett. Since the appropriately named “Oracle of Omaha” took over as CEO six decades ago, he’s led his company’s Class A shares (BRK.A) to an eye-popping cumulative return of almost 5,650,000%, ...

Russ Cohen

Nvidia Stock Investors Just Got the Best News of 2025 So Far

It’s been a rocky year for Nvidia (NASDAQ: NVDA) investors. After soaring to new heights, the chipmaker was taken out behind the woodshed and soundly thrashed, at one point losing as much as 22% of its value. There was widespread panic among some investors after Chinese artificial intelligence (AI) start-up DeepSeek claimed that its R1 ...

Russ Cohen

Is Wall Street Bullish or Bearish on Fidelity National Information Services Stock?

Fidelity National Information Services, Inc. (FIS), headquartered in Jacksonville, Florida, provides financial services technology solutions for financial institutions, businesses, and developers. Valued at $44.3 billion by market cap, FIS is a leading global provider of financial services technology solutions offering credit and debit card processing, electronic banking services, check risk management, check cashing, and merchant card processing services to financial ...

Russ Cohen

Carisma Therapeutics to Participate in Oppenheimer 35th Annual Healthcare Life Sciences Conference

PHILADELPHIA, Feb. 5, 2025 /PRNewswire/ — Carisma Therapeutics Inc. CARM (“Carisma” or the “Company”), a leader in macrophage-focused therapeutics, today announced that Steven Kelly, President and Chief Executive Officer, will participate in the Oppenheimer 35th Annual Healthcare Life Sciences Conference on Tuesday, February 11 at 4:40 pm ET. An audio webcast of the event will ...

Russ Cohen

Options Corner: Microchip Offers A High-Risk Wager Just Ahead Of Earnings

On paper, Microchip Technology Inc. MCHP should rank among the top semiconductor specialists. While it’s not directly tied to artificial intelligence, the Chandler, Arizona-based company plays a powerful supporting role in AI applications. Fundamentally, the company specializes in microcontrollers, analog chips and field-programmable gate arrays (FPGAs) that are essential for embedded AI systems. Encompassing relevancies ...

Russ Cohen

New Strong Buy Stocks for February 7th

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Allegiant ALGT: This low-cost passenger airline company which focuses on linking leisure travelers in small and medium sized cities to world-class leisure destinations, has seen the Zacks Consensus Estimate for its current year earnings increasing 10.3% over the last 60 day. ...