Blog

Russ Cohen

Equity Supply Surge: What Historically Comes Next

This past week, the market hit an all-time high. At the same time, Alphabet (NASDAQ:) told investors it would raise $80 billion by selling stock to fund its AI buildout, and the shares fell about 4% on the news. Within days, is reportedly set to price one of the largest IPOs ever attempted. If you want a live picture ...

Russ Cohen

Why TSMC Is a Better AI Stock to Hold Right Now Than Broadcom

AI spending remains concentrated around advanced computing infrastructure, benefiting companies involved in chip design, manufacturing, packaging and memory. Yet, recent market actions suggest that investors are increasingly distinguishing between companies benefiting from broad-based AI spending and those reliant on specific customer programs. Following Broadcom‘s AVGO latest earnings report, the stock stumbled despite the company surpassing ...

Russ Cohen

Why Are Brazilian Equities Dividend Yields So High?

When studying Brazilian equities, you quickly notice a historical trend: they offer exceptionally high dividend yields. In this article, we will break down exactly why this happens.The Dividend DataThe dividend yields for the two main ETFs tracking the Brazilian market—the iShares MSCI Brazil ETF () and the Franklin FTSE Brazil ETF ()—have varied from 6% ...

Russ Cohen

Last Friday Marked the Beginning of a New Market Environment

When a market has a big short-term move, there is rarely just one cause. However, the market and the media will almost always gravitate toward an explanation that assigns all the credit or blame to a single reason. It’s important to separate bullish and bearish factors from catalysts to figure out what’s next. Friday’s catalyst ...

Russ Cohen

The "Magnificent Seven's" Capex Spending Spree Has Given Birth to 2 Millionaire-Maker Stocks Hiding in Plain Sight. Here's the Best of the Bunch

Key Points Nvidia and Sandisk are in the middle of the AI infrastructure boom, driven by the terrific demand for their chips deployed in AI data centers. Both companies are on track to deliver phenomenal earnings growth, but investors looking to buy one of these two stocks have an easy decision to make. 10 stocks ...

Russ Cohen

Party Like It’s 1999: 5 Stocks to Buy Without Getting Bubble-Burned 

Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest.  When people talk about the year “1999,” most investors will immediately tense up. That year was the start of a terrible stretch for the value-focused buy-and-hold crowd. The dot-com bubble burst meant that anyone who bought the Nasdaq Composite in ...

Russ Cohen

Oak Valley Bancorp Gains 26% in a Year: Should You Buy the Stock?

Oak Valley Bancorp OVLY shares have gained 25.9% in the past year compared with the industry’s 18.7% growth. The company has outperformed other industry players, including BayCom Corp BCML and CVB Financial Corp. CVBF. Shares of BCML and CVBF have rallied 17.5% and 7.6%, respectively, in the same time frame. OVLY benefits from a strong ...

Russ Cohen

Is Tesla's Model Y Driving a Lasting Recovery in Europe?

Tesla’s TSLA recovery in Europe gained momentum in May, as the electric vehicle maker recorded strong year-over-year sales growth across several major markets and achieved a record-breaking May performance in France. Per the data published by various European automotive associations, Tesla registrations rose substantially in France, Denmark, Spain, Sweden and Norway compared with the same ...