Blog

Russ Cohen

AI Layoffs Are Spreading Faster Than Expected

What started in fintech is now hitting software, crypto, and banking – and accelerating AI layoffs are accelerating – and they’re spreading across the economy. Fintech. Enterprise software. Crypto. Now traditional banking. Different industries, same message: fewer people are needed to do the same work. Not long ago, we detailed Jack Dorsey’s 40% headcount cut ...

Russ Cohen

4 Stocks to Watch From a Prospering Technology Solutions Industry

Players operating within the Zacks Computer – Integrated Systems industry, including Micron Technology MU, Advanced Micro Devices AMD, Hewlett Packard HPE and Agilysys AGYS, are reaping the benefits of several favorable industry trends like advancements in data management capabilities, a rapid shift away from traditional siloed systems toward more integrated deployment techniques and heightened demand ...

Russ Cohen

Don't Panic Over UPS: These 2 Mega-Cap Stocks Are the Real Opportunity

Key Points Labor issues, declining revenue, and a risky dividend are steering investors away from United Parcel Service (NYSE: UPS), with its shares falling more than 5% over the past month. Instead of worrying about UPS’s future, there are mega-cap stocks that continue to deliver, even if they aren’t in the delivery business. Here’s why ...

Russ Cohen

Why PriceSmart’s Discount May Not Last Much Longer

has elevated risk as an emerging-market stock, but it is well positioned and trading at a value relative to its peers, ’s Sam’s Club and . These two leading membership club retailers, which trade at much higher valuations, suggest PriceSmart’s stock has plenty of upside. Trading at approximately 29x earnings versus Costco’s approximately 50x, the ...