Blog

Russ Cohen

SOX Mania, Tariffs, and Volatility Keep Markets on Edge

Overview SOX mania, tariff volatility, sentiment divergence, and the growing power strain behind the AI race. The Mother of All Buy signal generated on May 7, 2025 remains valid. At the same time, the Resource Remobilisation trend continues to unfold beneath the daily market theatre. The key question remains unchanged: are these markets building toward ...

Russ Cohen

3 Battered Stocks Under $10 Worth Buying Right Now

Single‑digit stocks are often dismissed as too risky, but they can also be where mispriced growth and turnaround stories live. These three sub-$10 stocks stand out for their high analyst conviction and substantial upside, despite tough recent performance. Each is trading well below its Fair Value price target, offering the kind of risk/reward profile bargain ...

Russ Cohen

Disney Stock Before Q2 Earnings: Buy Now or Wait for Results?

The Walt Disney Company DIS is slated to report second-quarter fiscal 2026 results on May 6. The Zacks Consensus Estimate for second-quarter fiscal 2026 revenues is pegged at $25.03 billion, suggesting modest growth of 5.96% from the year-ago quarter’s reported figure. The consensus mark for earnings has remained stable at $1.49 per share over the ...

Russ Cohen

Gamma and Momentum: A Recipe for Spikes and Tears

Intel (NASDAQ:) shares have risen nearly 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (NASDAQ:) and Micron (NASDAQ:), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving ...

Russ Cohen

HOG Q1 Earnings Miss Estimates on Tariff-Pressured Margins

Harley-Davidson, Inc. HOG reported first-quarter 2026 earnings of 22 cents per share, missing the Zacks Consensus Estimate of 34 cents by 36.1%. Earnings also dropped 79% from $1.07 a year ago. Profitability deteriorated sharply despite the revenue beat. Harley-Davidson posted consolidated operating income of $23 million versus $160 million in the year-ago quarter, pushing operating ...

Russ Cohen

Nasdaq Rises Ahead of Trump-Xi Summit Despite Hot CPI

US stocks are mixed ahead of the open as investors digest a sharp rise in US and turn attention towards President Trump’s summit with Xi Jinping in Beijing. US Futures -0.35%, 0.03%, and 0.38% In Europe 0.13% and 0.45% U.S. stocks are mixed after hot PPI data. The summit between President Trump and China’s Xi ...

Russ Cohen

Hims & Hers Plunges After Q1 Miss: Is the GLP-1 Pivot Enough to Fuel a Recovery?

Shares of telehealth provider sold off sharply following disappointing Q1 FY2026 financial results, with shares falling more than 12% in after-hours trading after the company reported on May 11. Expectations for the quarter were high, particularly after partnering with Danish multinational pharmaceutical company Novo Nordisk. In March, Novo Nordisk dismissed its patent infringement lawsuit against ...

Russ Cohen

Notable ETF Inflow Detected – AVEM, BABA, ASX, IBN

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $248.0 million dollar inflow — that’s a 1.1% increase week over week in outstanding units (from 258,000,000 to 260,800,000). Among the largest ...