Blog

Russ Cohen

Here Are My Top 10 Stocks for 2025

With 2025 approaching, it’s time to start thinking about what stocks to add to your portfolio. While I’m a proponent of a well-diversified portfolio, I see a lot of potential in the tech realm right now, especially with how big artificial intelligence (AI) is becoming. If you’re looking for a shopping list of stocks to ...

Russ Cohen

Is Motorola Solutions Stock Outperforming the Nasdaq?

Chicago, Illinois-based Motorola Solutions, Inc. (MSI) offers services and solutions to public safety programs, government sectors, large corporations, and wireless infrastructure service providers. With a market cap of $78.5 billion, the company develops and integrates security and safety technology.  Companies worth $10 billion or more are generally described as “large-cap stocks,” and MSI fits right into that category with its ...

Russ Cohen

The Semiconductor Supercycle: 5 Reasons to Stay Bullish

AI Leaders Remain Bullish on the Future I recently discussed the overwhelmingly bullish sentiment shared among top management teams in the semiconductor space, particularly regarding AI-related growth. Over the last handful of weeks, AI-centric growth stocks like Marvell (MRVL), Broadcom (AVGO), and Astera Labs (ALAB) have seen their shares explode higher after blowing away Wall ...

Russ Cohen

Now That Nvidia and Amazon Are in the Dow Jones, Can the Index Beat the S&P 500 and Nasdaq in 2025?

The historic Dow Jones Industrial Average (DJINDICES: ^DJI) has undergone major changes in recent years. In 2020, Salesforce (NYSE: CRM), Amgen, and Honeywell International replaced ExxonMobil, Pfizer, and Raytheon Technologies (now RTX). In February, Amazon (NASDAQ: AMZN) replaced Walgreens Boots Alliance. And in November, Nvidia (NASDAQ: NVDA) and Sherwin-Williams replaced Intel and commodify chemical giant, ...

Russ Cohen

Enterprises Seek Self-Service, AI-Powered Analytics: ISG

ISG predicts almost all business intelligence software providers will include augmented intelligence based on GenAI by 2026 Self-service analytics with advanced capabilities powered by AI continue to be a goal for most enterprises, according to a new series of research reports from leading global technology research and advisory firm Information Services Group (ISG) III. The ...

Russ Cohen

Should You Invest in United (UAL) Based on Bullish Wall Street Views?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

Wall Street Retreats As Treasuries Suffer Worst Week In Over A Year, Broadcom Soars, Bitcoin Rebounds: What's Driving Markets Friday?

The U.S. stock market experienced subdued price action on Friday as investors adopted a cautious stance following disappointing inflation data earlier in the week and in anticipation of the Federal Reserve’s Dec. 18 meeting. The tech-heavy Nasdaq 100 was the only major index to post gains, rising 0.4%. Yet, after briefly climbing to 21,900 points ...

Russ Cohen

Can Microchip's Expanding FPGA Portfolio Push the Stock Higher?

Microchip Technology MCHP launched updates to its PolarFire FPGA and SoC solution stacks to support medical imaging and smart robotics applications. These advanced stacks include firmware, IP cores and software design kits that support AI-powered computer vision, real-time robotics tasks and industrial networking protocols. They also offer extensive customization options and compatibility with popular development ...