Blog

Russ Cohen

UiPath's Debt-Free Balance Sheet Fuels Strategic Flexibility

UiPath PATH stands out in the competitive automation landscape for one simple reason: financial autonomy. At the close of the second quarter of fiscal 2026, the company held $1.4 billion in cash and equivalents and carried zero debt obligations. That clean balance sheet is more than a statistic; it’s a strategic advantage. In an environment ...

Russ Cohen

Notable ETF Inflow Detected – DFUS, NFLX, MCD, T

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Dimensional U.S. Equity Market ETF (Symbol: DFUS) where we have detected an approximate $654.1 million dollar inflow — that’s a 3.5% increase week over week in outstanding units (from 245,300,000 to 254,000,000). Among the largest ...

Russ Cohen

There Goes the Dividend — Now What for Investors?

Key Points Though similar competitors, Detroit automakers’ stocks have traded wildly differently. A pullback on industry EV plans has cost many automakers a pretty penny. One consequence of Stellantis’ large charges is a suspended dividend. 10 stocks we like better than General Motors › Detroit automakers, commonly thought of as Ford Motor Company (NYSE: F), ...

Russ Cohen

AVEM, BABA, IBN, AU: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $423.8 million dollar inflow — that’s a 2.2% increase week over week in outstanding units (from 225,500,000 to 230,400,000). Among the largest ...

Russ Cohen

If You Like Money, This ETF Could Be What You're Looking For

Key Points Vanguard Total Stock Market (VTI) excedes the criteria for an outstanding fund. Like some other Vanguard ETFs, VTI closely follows an index with a long history of success. VTI is great for nervous investors because it diversifies your portfolio and spreads the risk of a market downturn. 10 stocks we like better than ...

Russ Cohen

Polymarket Lets You Wager on the Future — I'd Rather Own These 2 AI Stocks

Key Points Polymarket, the cryptocurrency-based prediction platform, is becoming a popular way to place binary bets on elections, geopolitical conflicts, economic data, and other news-driven events. Nearly half a million people were trading actively on Polymarket as of last October, and that figure could keep rising as it attracts more short-term speculators with simple “A ...

Russ Cohen

Is Netflix Stock a Smart Pick for Investors Amid Rising Content Costs?

Netflix NFLX delivered a strong fourth quarter of 2025, but the road ahead is defined by a deliberate tradeoff: spend more to grow more. Whether that calculus works in investors’ favor depends on how well the streaming giant executes on a content-heavy 2026 strategy that is already testing the market’s patience. For the fourth quarter, ...

Russ Cohen

Instinct GPUs Anchor AMD-META Deal: What's Ahead for AMD Stock?

Advanced Micro Devices’ AMD data center AI business has been driven by strong demand for Instinct MI350 series and MI300 series GPUs. Prospects are expected to accelerate with the upcoming MI450 series, which forms the crux of the 6-gigawatt (GWs) deal inked between AMD and Meta Platforms (META). The first deployment will see Meta Platforms’ ...

Russ Cohen

CEO Jensen Huang Just Handed Down Incredible News for Nvidia Stock Investors

Key Points Nvidia just reported fourth-quarter results that were robust by any measure. The results confirm the ongoing demand for AI. Nvidia’s unprecedented growth appears poised to continue. 10 stocks we like better than Nvidia › When it comes to powering artificial intelligence (AI), there’s Nvidia (NASDAQ: NVDA), then there’s everyone else. As the leading ...