Blog

Russ Cohen

Should Investors Buy TJX as Growth Improves but Valuation Stays Rich?

The TJX Companies, Inc. TJX combines rising sales, higher earnings guidance and a larger store-expansion runway with a valuation that remains above key benchmarks. That mix keeps the investment case tied closely to execution. Second-quarter results showed broad strength outside Marmaxx, while cash generation remained substantial. The question is whether those advantages can support the ...

Russ Cohen

Apple Bought Back More Than $880 Billion of Its Own Stock During Tim Cook's 15 Years as CEO. Here's How That Reshaped Shareholder Returns.

Key Points Former CEO Tim Cook oversaw the initiation of Apple’s share repurchase program in 2012. Remaining shareholders have seen their stakes in Apple soar as the company retires shares. That’s helped boost earnings per share and support a higher earnings multiple for the stock. 10 stocks we like better than Apple › Tim Cook ...

Russ Cohen

Bull of the Day: Caterpillar (CAT)

Caterpillar Company Overview Zacks Rank #1 (Strong Buy) company Caterpillar (CAT), known for its iconic yellow machines, is the largest global construction and mining equipment manufacturer. Given that it serves a gamut of sectors – infrastructure, construction, mining, oil & gas and transportation, the company is considered a bellwether of the global economy. Since 1925, ...

Russ Cohen

Why Direxion Daily Semiconductor Bull 3X ETF Dropped Today

Key Points The Direxion Daily Semiconductor Bull 3X Shares ETF (NYSEMKT: SOXL) is a momentum back — but its momentum is moving in the wrong direction today. Over the weekend, as you’ve probably heard, leading tech voices in the AI space Elon Musk, Dario Amodei, and Sam Altman all warned of the dangers of artificial ...

Russ Cohen

Are Chinese Bots Driving the AI Panic?

Listen to the audio version of this article (generated by AI). A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last call for Luke’s workshop You can choose to be manipulated. Or you can choose to follow the earnings and ...

Russ Cohen

Why You Shouldn’t Worry About the Latest AI Panic

Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question… Listen to the audio version of this article (generated by AI). Last week, a relatively unknown 27-year-old researcher quit his job at Anthropic, the company behind the Claude AI model. Then, he ...

Russ Cohen

Buy TI and NVIDIA for Exposure to Semiconductor Boom

Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT and other technologies. The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently. AI ...

Russ Cohen

Earnings Estimates Moving Higher for Oddity Tech (ODD): Time to Buy?

Oddity Tech (ODD) could be a solid addition to your portfolio given a notable revision in the company’s earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts’ growing optimism on the earnings prospects of this online retailer of cosmetics and beauty products is ...

Russ Cohen

CoinShares Q2 Earnings Call Highlights

CoinShares (NASDAQ:CSHR) reported lower revenue and profitability for the first half of 2026 as digital-asset prices fell sharply, though the company said positive client flows and a debt-free balance sheet positioned it to participate in a market recovery. The company’s first earnings presentation since completing its Nasdaq listing came after Bitcoin declined about 32% during ...