Blog

Russ Cohen

2 AI Stocks Poised for Outperformance Over the Next 5 Years

Key Points As AI cloud demand grows, Microsoft’s recent dip provides investors a timely entry point. Advanced Micro Devices saw its CPU market share gains accelerate in the first quarter. 10 stocks we like better than Microsoft › The tech-centric Nasdaq-100 has outperformed the S&P 500 (SNPINDEX: ^GSPC) over the last one-, five-, and 10-year ...

Russ Cohen

The investing lesson hidden in Taylor Swift’s wedding

Listen to the audio version of this article (generated by AI). The opportunity hiding behind the headlines $2 billion dollars. That’s how much money Taylor Swift brought in during her Eras Tour. It is estimated that she personally made between $600 million and $1 billion. There are few fan bases as passionate as Taylor Swift’s. ...

Russ Cohen

How Nvidia and Micron Are Single-Handedly Reshaping S&P 500 Tech Earnings

We are off to a strong start this Q2 earnings season, which accelerates significantly this week as more than 300 companies report results—including 85 S&P 500 members. This week’s lineup offers a highly representative cross-section of the market, featuring key players from all sectors alongside two prominent “Magnificent Seven” members: Tesla and Alphabet. By Friday, ...

Russ Cohen

The Market Leaves Clues. Here’s How to Find Them…

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: Yesterday, TradeSmith CEO Keith Kaplan explained why July 23 marks the end of a historically favorable seasonal window for the S&P 500. His message ...

Russ Cohen

July Is Historically Strong. What Comes Next Is the Problem.

Listen to the audio version of this article (generated by AI). Editor’s Note: Every market moves to a rhythm. Bull markets. Bear markets. Earnings seasons. Election years. The headlines change. But often, the patterns don’t – something TradeSmith CEO Keith Kaplan has been researching closely. Today’s guest essay from Keith examines one pattern most investors ...

Russ Cohen

Had You Parked $5,000 in This Vanguard ETF When Warren Buffett Recommended It in 2014, Here's How Much You'd Have Today

Key Points Warren Buffett steered Berkshire Hathaway to market-beating returns during his 60-year tenure as CEO. Buffett consistently recommended index funds for everyday investors because of their ability to generate steady, long-term returns. Buffett was a fan of the Vanguard S&P 500 ETF because of its very low cost. 10 stocks we like better than ...

Russ Cohen

Is JBHT Stock too Expensive or Still Attractive After Its Rally?

J.B. Hunt Transport Services, Inc. JBHT has rallied sharply, putting investors in a familiar spot. The stock has momentum, but that does not automatically make it cheap. The better question is whether earnings power, improving freight conditions and estimate revisions can support the premium investors are now paying. For JBHT, the answer is constructive, but ...

Russ Cohen

Netflix Q2 Earnings Call Highlights AI, Ads & Growth Plans

Netflix, Inc. NFLX used its second-quarterearnings callto emphasize expanding entertainment value, improving monetization and using technology to support growth. Management highlighted progress in advertising, artificial intelligence (AI), live programming and broader content formats as key areas shaping the company’s next phase. The discussion also focused on how Netflix measures engagement, with executives stressing quality and ...

Russ Cohen

How to Beat Wall Street’s “Easy Button”

Momentum works – until it doesn’t. Here’s a smarter way to build wealth. Listen to the audio version of this article (generated by AI). Hello, Reader. Tom Yeung here with today’s Smart Money. In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Customers soon began asking where ...

Russ Cohen

Ford Joins Its Partner Micron on the Coveted Zacks Rank #1 (Strong Buy) List

Ford Motor F) has quietly become one of the more intriguing turnaround stories in the automotive sector. Fresh off announcing a long-term strategic partnership with Micron Technology MU), Ford has joined its semiconductor partner on the coveted Zacks Rank #1 (Strong Buy) list, thanks to favorable earnings estimate revisions. The combination of strengthening fundamentals, improving ...