Blog

Russ Cohen

This Is How Ford Plans to Drive Momentum From Q1 Into Summer

Key Points Full-size trucks and SUVs helped power Ford’s first-quarter earnings beat. For a second consecutive year, Ford is unleashing an employee pricing promotional strategy. Inventory is tighter than normal on F-Series trucks due to a supplier fire. 10 stocks we like better than Ford Motor Company › Full-size trucks have long been known to ...

Russ Cohen

S&P 500 Momentum Signals a Rally That Could Extend Into Mid-July

The bottom window is the daily and top window is the NYSE McClellan Oscillator. Market bottoms are made when a “Selling Climax” is generated and right after a “Sign of Strength” is seen. A Selling Climax in McClellan Oscillator terms is when it reaches below -200; A Sign of Strength in McClellan Oscillator terms is ...

Russ Cohen

Teleflex Investors to Put a Lost Decade Behind

With a market cap of $5.8B and operating in a field most people prefer not to think about, is not a household name. If you’ve heard about it, you’re either a doctor or a very perceptive yet unlucky patient. The company makes and sells single-use medical devices for diagnostic and therapeutic procedures in critical care ...

Russ Cohen

Alibaba Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y

Alibaba Group BABA reported non-GAAP earnings of 9 cents per ADS for the fourth quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 92.62%. In domestic currency, the company reported non-GAAP earnings of RMB 0.62, down 95% year over year. The company posted fourth-quarter fiscal 2026 revenues of $35.28 billion. The top line ...

Russ Cohen

Goldman’s AI Warning Shows the S&P 500 Is No Longer Broad Exposure

Goldman Sachs strategist Ben Snider issued a quantified warning on May 15 that the AI Market Rally has structurally transformed the into something that no longer functions like a diversified index. Technology stocks accounted for 85% of the index’s year-to-date return through that date, while the S&P 500 excluding technology advanced just 3%, reducing what ...

Russ Cohen

When the AI Backlash Will Hit Your Portfolio

Listen to the audio version of this article (generated by AI). The Lower-K consumer is falling behind… 5 trillion reasons why Wall Street hasn’t cared… what will spark the reckoning… watch growing anti-AI legislation… exactly when it all ends Two weeks ago, the University of Michigan’s Consumer Sentiment Index sank to 48.2 – the lowest ...

Russ Cohen

BK Technologies Stock Declines Post Q1 Earnings, Revenues Up Y/Y

Shares of BK Technologies Corporation BKTI have lost 3.8% since the company reported results for the quarter ended March 31, 2026, compared with the S&P 500 Index’s 0.7% decline over the same period. Over the past month, BKTI stock has lost 10.4%, while the S&P 500 advanced 4.9%. BK Technologies’ Earnings Snapshot BK Technologies reported ...