Blog

Russ Cohen

How to Keep Overconfidence From Getting in the Way of Profits

Overconfidence can cloud your judgment, but the right data can help keep your portfolio on track… Listen to the audio version of this article (generated by AI). If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders. Over the years, I’ve discussed some of the psychological ...

Russ Cohen

Notable ETF Outflow Detected – PWV, T, PEP, F

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Large Cap Value ETF (Symbol: PWV) where we have detected an approximate $451.7 million dollar outflow — that’s a 19.3% decrease week over week (from 28,720,000 to 23,190,000). Among the largest underlying components of ...

Russ Cohen

What Are Hyperscalers? The 3 Cloud Giants Powering AI's Next Decade

Key Points As AI continues to proliferate, data centers are getting larger to achieve greater efficiency. Some of them are becoming so big, in fact, that they are their own digital, physical, and logistical ecosystem. Even without knowing precisely what a hyperscale data center is, knowing who offers cloud-based access to them — and what ...

Russ Cohen

Can Micron (MU) Keep the Earnings Surprise Streak Alive?

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Micron (MU), which belongs to the Zacks Computer – Integrated Systems industry. This chipmaker has an established record of topping earnings estimates, especially when looking at the previous two reports. The ...

Russ Cohen

Crypto Market Update: CFTC Files Federal Rules After Clarity Act Failure

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 (September 18) as of 11:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,215.49, trading 5.1 percent higher over the past 24 hours. ​Bitcoin price chart ...

Russ Cohen

The Next AI Winners May Already Have All the AI They Need

While Wall Street worries about an AI slowdown, a new crop of companies is finding profitable ways to put today’s technology to work… Listen to the audio version of this article (generated by AI). Editor’s Note: There’s been a lot of noise around AI lately. As I explained in Tuesday’s Market 360, the latest concerns ...

Russ Cohen

Generac Signs Amazon Generator Deal With $2.4B of Initial Deliveries

Generac Holdings Inc. GNRC has entered into a major long-term supply agreement with Amazon AMZN, significantly strengthening its position in the rapidly expanding data center infrastructure market. Shares are up 34.5% in premarket trading today. In a regulatory filing, Generac disclosed that it will supply backup power generators for Amazon data centers, with initial deliveries ...

Russ Cohen

1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge

Key Points Artificial intelligence (AI) infrastructure spending isn’t slowing down, and that’s not surprising, as major hyperscalers and AI companies need to fulfill massive contractual backlogs. Oracle, for instance, recently reported a contractual backlog of a whopping $664 billion. Meanwhile, Alphabet notes that its Google Cloud backlog hit a whopping $514 billion in the second ...