Blog

Russ Cohen

How to Profit From Wall Street’s Next Fireworks Show

Listen to the audio version of this article (generated by AI). Legend has it that Marco Polo once stood in the court of Kublai Khan and watched the night sky explode. Fire arrows streaked through the darkness. Explosions cracked across the palace grounds. Strange devices skittered along the floor, spitting sparks in every direction. To ...

Russ Cohen

Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors

Key Points Advanced Micro Devices currently shows much stronger and significantly more stable revenue generation than Navitas over the observed timeframe. Over the last eight quarters, AMD displayed steady quarter-over-quarter growth before a recent plateau, while Navitas experienced a highly volatile and consistently downward trajectory. Investors should carefully watch whether the massive revenue gap between ...

Russ Cohen

AI Has Entered a Bear Market

Listen to the audio version of this article (generated by AI). SOXX dips into a bear market… Luke Lango on when the AI bull will return… one of Jonathan Rose’s favorite trades today… the blue-chip investment that Brian Hunt flagged as just making a new all-time high As I write on Monday, the tech/AI trade ...

Russ Cohen

Nebius vs. C3.ai: Which AI Growth Stock is the Better Buy?

Nebius Group N.V. NBIS and C3.ai, Inc. AI are capitalizing on the rapid adoption of AI, but they are pursuing distinct growth strategies to capture the expanding market opportunity. While Nebius is building an AI-native cloud infrastructure platform with a focus on hyperscale computing capacity, C3.ai is strengthening its enterprise AI software business through organizational ...

Russ Cohen

Why Did Two AI Giants Fall After Beating Earnings?

Listen to the audio version of this article (generated by AI). It’s my favorite time of year. Earnings season is now underway, but something unusual is happening this time around. Good earnings are no longer enough to send some of the market’s biggest AI stocks higher. Two of those stocks, ASML Holding N.V. (ASML) and ...

Russ Cohen

The Investment Lesson Hidden in Spain’s 1-0 Victory

Winning investors know something impatient investors don’t: The scoreboard isn’t always telling the whole story. Listen to the audio version of this article (generated by AI). Hello, Reader. 0-0 The score remained deadlocked for nearly two hours. In last night’s FIFA World Cup championship game, Argentina goalkeeper Emiliano Martínez repeatedly denied Spain with spectacular saves ...

Russ Cohen

Should You Buy Micron Technology Stock While It's Below $1,000? The Answer Might Surprise You.

Key Points Micron Technology supplies high-bandwidth memory for the data center, which is a critical component in the artificial intelligence (AI) hardware stack. Micron’s revenue and earnings are soaring because of the global memory shortage, which allows the company to dictate prices. Micron stock is technically very cheap, but its valuation alone doesn’t tell the ...

Russ Cohen

Friday's ETF with Unusual Volume: FFLG

The Fidelity Fundamental Large Cap Growth ETF is seeing unusually high volume in afternoon trading Friday, with over 2.0 million shares traded versus three month average volume of about 89,000. Shares of FFLG were off about 1.2% on the day. Components of that ETF with the highest volume on Friday were Netflix, trading down about ...