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Russ Cohen

Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype

The start of 2026 hasn’t been kind to . Despite delivering strong Q2 FY2026 earnings, the stock is down over 16% year-to-date (YTD). Microsoft beat on the top and bottom lines, and the company’s cloud computing revenue came in at over $50 billion. But the conventional wisdom is that MSFT stock was priced for perfection. ...

Russ Cohen

3 Trillion-Dollar Stocks That Can Soar Up to 90% in 2026, According to Select Wall Street Analysts

Key Points The 12 U.S.-listed trillion-dollar stocks are responsible for a lot of the heavy lifting on Wall Street. Members of the trillion-dollar club are industry leaders with competitive edges that are expected to grow in value over time. However, certain analysts expect three artificial intelligence (AI)-focused trillion-dollar companies to catapult higher in 2026. 10 ...

Russ Cohen

Does it Make Sense to Own Ford Stock After Dismal Q4 Results?

U.S. legacy automaker Ford F ended 2025 on a weak note, snapping its four-quarter earnings beat streak. The company posted sharply disappointing fourth-quarter 2025 results, incurring a net loss of $11.1 billion on a GAAP basis versus a profit of $1.8 billion in the corresponding quarter of 2024. On a non-GAAP basis, EPS came in ...

Russ Cohen

Already Up Over 50% – These 2 AI Chip Stocks Are Just Getting Started

NVIDIA Corporation NVDA, a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Limited TSM, or TSMC, the manufacturer of advanced AI chips, have seen their shares climb 59.9% and 62%, respectively, over the past year.   This growth momentum shows no signs of slowing down, as incessant AI demand, expanding data centers, ...

Russ Cohen

Best Momentum Stock to Buy for February 11th

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, February 11th: ENGIE – Sponsored ADR ENGIY: This company, which engages in the power, natural gas, and energy services businesses. It operates through Renewables, Networks, Energy Solutions, FlexGen, Retail, Nuclear and Others segments, has a Zacks Rank #1(Strong Buy), ...

Russ Cohen

The Only 3 AI Stocks Billionaire Peter Thiel's Hedge Fund Owns (Hint: Palantir and Nvidia Aren't on the List)

Key Points Despite Thiel co-founding Palantir, the stock isn’t in his hedge fund’s portfolio. Neither is Nvidia, as of the end of Q3. However, Thiel’s hedge fund still owns Tesla and initiated new positions in Microsoft and Apple. The billionaire probably likes Microsoft’s focus on building products that integrate AI and Apple’s huge install base. ...

Russ Cohen

1 Unstoppable Stock To Buy Before It Joins Nvidia, Apple, Alphabet, and Microsoft in the $3 Trillion Club

Key Points The demand for semiconductors and related technology for AI and data centers has surged in recent years. Broadcom’s dizzying array of infrastructure products and customizable chips is feeding the data center boom. Despite its crucial role in data center infrastructure, the stock is still reasonably priced. 10 stocks we like better than Broadcom ...

Russ Cohen

Why Dynatrace Stock Climbed Today

Key Points Shares of Dynatrace (NYSE: DT) rose on Monday after the artificial intelligence (AI)-powered observability platform reported solid quarterly results and issued an optimistic growth forecast. By the close of trading, Dynatrace’s stock price was up more than 7%. Will AI create the world’s first trillionaire? Our team just released a report on the ...