Blog

Russ Cohen

Preparing for Stock Market Volatility: September Insights Preparing for Stock Market Volatility: September Insights

Following a lively rally from May to July, the major U.S. equity indices have hit a bumpy road, leaving investors in a whirlwind. Stocks took a nosedive after complications in the Japanese “Yen Carry” trade emerged. Subsequently, tech stocks were jettisoned following AI leader Nvidia’s report of its first margin contraction in ages. However, stocks ...

Russ Cohen

Insights into Recent Options Activity Surrounding CHWY Revealing CHWY Investment Patterns of Big Players

Investors with deep pockets have leaned towards a bullish stance on Chewy’s stock (CHWY), piquing the curiosity of retail traders worldwide. The surge in activity was uncovered today via Benzinga’s monitoring of publicly accessible options data. While the identities of these investors remain shrouded, such a notable shift in CHWY often hints at insider knowledge. ...

Russ Cohen

Unraveling Microsoft’s New Structural Changes: Analyst Perspectives Unraveling Microsoft’s New Structural Changes: Analyst Perspectives

The Shift in Microsoft’s Business Units Microsoft recently announced significant restructuring in its business units, leading to adjustments in revenue projections across multiple segments. Noteworthy among the changes is the redistribution of Enterprise Mobility + Security (EMS) and Power BI per user revenue from Azure to Microsoft 365 (M365) Commercial Products and Cloud Services. Analyst ...

Russ Cohen

Paramount: A Refined Era Dawns A Refined Era Dawns for Paramount (NASDAQ:PARA)

Paramount’s recent quietude is gradually dissipating as rumors about a fresh strategic direction are beginning to surface, hinting at a tantalizing future imbued with a stronger tech focus and potential shifts in advertising approaches. An observation by FE International CEO Thomas Smale underscores a change in sentiment towards Paramount. He suggests that the stewardship of ...

Russ Cohen

Assessing Alphabet Inc’s Descent and Potential Rebound Assessing Alphabet Inc’s Descent and Potential Rebound

Google parent company Alphabet Inc‘s GOOGL GOOG shares have seen better days. The stock has plummeted 35% from its all-time highs, landing it squarely in bear market territory. Among the tech giants, Alphabet’s downturn is more severe than most, leaving investors wondering if it’s time to buckle up for a rebound or remain cautious. Alphabet ...

Russ Cohen

The Potential Reversal of Alibaba’s Stock Fortunes Through Buybacks The Potential Reversal of Alibaba’s Stock Fortunes Through Buybacks

Alibaba has weathered a storm of lackluster stock performance, plagued by regulatory hurdles and macroeconomic headwinds. In its recent financial reporting, the tech behemoth demonstrated sluggish revenue growth and dwindling earnings, exacerbating the prevailing pessimism surrounding the stock. However, amidst this turbulence, Alibaba’s aggressive buyback program shines as a beacon of hope, offering a glimpse ...