Blog

Russ Cohen

Three Stocks Just Flashed Seasonal Signals

One window is open, another starts next week, and a bearish pattern begins at month-end Listen to the audio version of this article (generated by AI). Editor’s Note: Technology has a way of making the invisible visible. That’s true in medicine and science. And increasingly, it’s true in investing. As computing power improves, researchers can ...

Russ Cohen

Delta vs. United Airlines Stock: Which Is the Better Buy After Q2 Earnings?

Delta Air Lines DAL) and United Airlines UAL) have both delivered better-than-expected Q2 results, demonstrating that demand for premium, international, and corporate travel remains resilient despite significantly higher fuel costs. Both carriers exceeded Wall Street’s earnings expectations and expressed confidence in the second half of the year. However, they took slightly different approaches to guidance. ...

Russ Cohen

Micron Technology Is Quietly Setting Up for a Strong Earnings Catalyst

Key Points Long-term supply agreements with automakers like General Motors and Ford Motor Company suggest Micron is locking in future demand instead of relying solely on the volatile spot memory market. More agreements could mean fewer surprises. If Micron continues announcing new strategic customer agreements, investors may get a clearer picture of future demand before ...

Russ Cohen

SK Hynix Just Raised $26.5 Billion in the Biggest U.S. IPO Ever by a Foreign Company. Here's What It Signals for the AI Memory Boom.

Key Points SK Hynix priced 177.9 million American depositary shares at $149 each, raising about $26.5 billion. The offering was reportedly more than seven times oversubscribed. Micron guided for about $50 billion of fiscal fourth-quarter revenue, up from $41.5 billion in fiscal Q3. 10 stocks we like better than Sk Hynix › The biggest U.S. ...

Russ Cohen

Tesla and Alphabet Earnings: The Metrics That Matter Most

The 2026 Q2 earnings season is in full swing following the release of the big banks’ results, with many other notable companies on deck in the coming days and weeks. Concerning next week’s docket, several Mag 7 members, Tesla TSLA and Alphabet GOOGL, are scheduled to report. Watch Tesla’s CapEx and Margin Performance Tesla shares ...

Russ Cohen

The Nile Flooded Every Year — So Does This Stock

Stocks have tended to rise and fall in the past with remarkable accuracy during specific windows of time… Listen to the audio version of this article (generated by AI). Editor’s Note: Looking back can often help us see what’s likely to happen next. That approach has enabled Keith Kaplan and his team at TradeSmith to ...

Russ Cohen

My No. 1 Summer Stock to Buy

Summer is often a dull time to buy American stocks. As I said last week, Wall Street whales often go on holiday, taking liquidity along with them on their 50-foot yachts. However, long-term investors dare less likely to mind. It’s hard to imagine Warren Buffett caring much about stock prices while he’s sipping a Cherry ...

Russ Cohen

Has Nvidia Become a Value Stock?

Key Points Nvidia (NASDAQ: NVDA) has become one of the key winners of this artificial intelligence (AI) revolution — this is thanks to the company’s early entry into the market with the fastest chips around and its focus on innovation. Nvidia makes graphics processing units (GPUs), the chips that power essential AI tasks like the ...

Russ Cohen

BayFirst Rallies 16% in a Month: Should You Buy the Stock?

BayFirst Financial Corp. BAFN shares have gained 15.9% over the past month compared with the industry’s 4.6% growth. The company has outperformed other industry players, including First Bancorp FBNC and Southern First Bancshares, Inc. SFST. Shares of FBNC and SFST have rallied 9% and 9.7%, respectively, in the same time frame. BAFN benefits from a ...

Russ Cohen

Should You Buy, Sell or Hold IBM Stock Before Q2 Earnings?

International Business Machines Corporation IBM is scheduled to report second-quarter 2026 earnings after the closing bell on July 22. The Zacks Consensus Estimate for sales and earnings is pegged at $17.66 billion and $3.02 per share, respectively. Earnings estimates for IBM for 2026 have declined 0.56% to $12.33 per share over the past 60 days, but ...