Blog

Russ Cohen

Will Alibaba's Cash Flow Weakness Hurt Its Long-Term Growth Potential?

Alibaba‘s BABA weakening cash flow could become a headwind to its long-term growth potential if heavy investments continue to outpace cash generation. The company generated solid revenue growth in fiscal 2026, but its cash generation deteriorated sharply as it accelerated spending on AI infrastructure, cloud capacity, quick commerce and the Qwen AI ecosystem. Operating cash ...

Russ Cohen

Warren Buffett's Favorite Compounders: 3 Stocks to Hold Forever

Key Points Apple’s hardware business feeds into its high-margin services business. Coca-Cola has unmatched brand equity and distribution. Alphabet’s Google is a great flywheel business, while it is also the most complete AI player. 10 stocks we like better than Apple › Investor Warren Buffett may have retired as head of Berkshire Hathaway (NYSE: BRKA) ...

Russ Cohen

Best Growth Stocks to Buy for August 13th

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 13th: Blue Bird Corporation BLBD: This school buses company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.8% over the last 60 days. Blue Bird Corporation Price and ...

Russ Cohen

Here's How the AI Trade Blows Up (Hint: It Has to Do With OpenAI, Anthropic, and China)

Key Points It’s becoming increasingly clear that OpenAI and Anthropic are driving much of the spend on artificial intelligence compute at data centers. However, these companies are still not in the best financial state. Chinese competitors are also releasing open-source models with improving performance that are reportedly much cheaper than OpenAI and Anthropic. 10 stocks ...

Russ Cohen

Crypto Market Update: Russia Oks BTC, Ethereum, USDT Trading

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 12) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,048.61, trading flat over the past 24 hours. ​Bitcoin price chart Chart via ...

Russ Cohen

The $1.3 Trillion Inference War Is Heating Up. 3 Stocks to Watch.

Key Points After dominating the AI training market, Nvidia has positioned itself to be a leader in inference as well. Cerebras’ super-fast inference solution should help it gain a foothold in the huge market. AMD is aggressively tackling inference from multiple angles. 10 stocks we like better than Nvidia › Inference has become the fastest-growing ...

Russ Cohen

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and Qualcomm expanding its AI accelerator and data-center CPU roadmap, expanding its ...