Blog

Russ Cohen

A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AI

Key Points Microsoft and other tech giants have been spending aggressively on artificial intelligence (AI). High spending levels have raised concerns about whether AI investments are worthwhile. Recently, Microsoft told employees to be more mindful of AI usage. 10 stocks we like better than Microsoft › The trouble with tech is that many companies want ...

Russ Cohen

Netflix Is Down 46% — Here's Why I'm Buying More

Key Points Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader. Management is leveraging its content expense to expand margins and grow cash flow. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has seen its stock drop around 46% since peaking ...

Russ Cohen

Crypto Market Update: Senate Delays CLARITY Act Vote to September

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 Friday (August 7) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,929.85, trading 0.3 percent higher over the past 24 hours. Bitcoin hit a ...

Russ Cohen

LEA Q2 Earnings Beat Estimates on E-Systems Margin Expansion

Lear Corporation LEA reported second-quarter 2026 adjusted earnings of $4.28 per share, up 23.3% year over year. Earnings beat the Zacks Consensus Estimate of $3.89 by 10.03%. Revenues rose 3% to $6.21 billion and surpassed the consensus mark of $6.14 billion by 1.17%. The quarter benefited from strong net operating performance, new Seating business and ...

Russ Cohen

These Shortages Could Fuel AI’s Next Winners

When supply tightens, the companies controlling the chokepoint often win the most. Listen to the audio version of this article (generated by AI). Editor’s Note: Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these ...

Russ Cohen

Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?

Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels ...

Russ Cohen

China Targeted MP Materials for a Reason

Rare earth magnets sit inside robots, EVs, satellites, and chipmaking equipment – and China controls the supply chain Listen to the audio version of this article (generated by AI). In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced ...

Russ Cohen

CEO Elon Musk Says This Is the Most Underappreciated Part of SpaceX's Business

Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) second-quarter earnings have come and gone, sparking much intrigue among investors. SpaceX posted strong revenue growth and a narrowing of its operating loss compared with past quarters. However, huge capital expenditures of roughly $18.4 billion in the quarter drove the stock down during the day following earnings. Missed ...

Russ Cohen

Best Growth Stocks to Buy for August 11th

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11th: Pan American Silver Corp. PAAS: This mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 23% over the last 60 days. Pan American Silver Corp. ...