Blog

Russ Cohen

ACFN vs. DAKT: Which Industrial Technology Stock Is a Better Buy Now?

Technology companies continue to operate in an environment influenced by increasing digitalization, infrastructure modernization and evolving customer requirements across industrial and commercial markets. Within this backdrop, Acorn Energy, Inc. ACFN and Daktronics, Inc. DAKT are two technology companies serving different end markets with distinct operating models. ACFN provides remote monitoring and control solutions for critical ...

Russ Cohen

These Seasonal Trends Take the Guesswork Out of Buying and Selling

Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors spend their time deciding what to buy. TradeSmith CEO Keith Kaplan believes they’re overlooking an equally important question: when to buy it. Drawing on decades of historical market data, Keith and his team have identified recurring seasonal patterns they believe ...

Russ Cohen

Why Trade Desk Stock Lost 52% in the First Half of 2026

Key Points Trade Desk’s stock fell 52% in the first half of 2026 amid slowing revenue growth and executive turnover. A public dispute with advertising giant Publicis Groupe weighed on the stock for months before the two sides settled in mid-June. CEO Jeff Green bought $150 million worth of company stock in April, signaling confidence ...

Russ Cohen

Rave Restaurant Stock Gains 35.4% in the Past 3 Months: Time to Buy?

Rave Restaurant Group, Inc.’s RAVE investors have been experiencing some short-term gains from the stock of late. Shares of this Dallas, TX-based operator of pizza restaurants have jumped 35.4% in the past three months against the industry’s 1.2% decline. The stock also outperformed the sector and the S&P 500’s 1.8% loss and 9.8% gain, respectively, ...

Russ Cohen

Mark Zuckerberg Is Turning Meta Into a Bigger Chipmaker. Its Newest In-House AI Chip Enters Production in September.

Key Points Meta reportedly plans to put its in-house “Iris” AI chip into production in September, with Broadcom helping design it and TSMC manufacturing it. The company reportedly plans to deploy 7 gigawatts of computing capacity this year and double that to 14 gigawatts in 2027. Meta expects 2026 capital expenditures of $125 billion to ...

Russ Cohen

Can Chevron's Microsoft Partnership Power the Next Leg of Growth?

Chevron Corporation CVX is expanding beyond its traditional oil and gas business by entering one of the fastest-growing markets in the global economy — artificial intelligence (“AI”) infrastructure. The company recently signed a 20-year power purchase agreement with Microsoft Corporation MSFT to develop a dedicated natural gas-fired power facility for a West Texas data center. ...