Blog

Russ Cohen

Alibaba's Cost Surge Intensifies: Is Profitability Under Pressure?

Alibaba’s BABA rising cost structure is putting clear pressure on profitability, raising concerns around margin sustainability. The company is witnessing a sharp surge in expenses in the third quarter of fiscal 2026, with sales and marketing costs climbing to 25.3% of revenues, reflecting aggressive spending to attract and retain users in an increasingly competitive e-commerce ...

Russ Cohen

What AI Sees in the Market That You Don’t

Editor’s Note: Markets generate an enormous amount of data every single day. The challenge has always been figuring out which data actually matters. In my experience, the investors who do best are the ones who can cut through that noise and focus on the signals that tend to repeat. Today, my colleague Keith Kaplan shares ...

Russ Cohen

3 Software Stocks to Buy on the Dip With Accelerating AI-Driven Earnings Growth

Salesforce, Adobe, and HubSpot have all suffered bruising year-to-date stock price declines. Despite the drawdown, each offers double-digit revenue growth, sector-leading margins, and outsized earnings growth projections. Below is a closer look at why these three companies represent a “buy on the dip” opportunity amid the current market backdrop. Software stocks have faced significant pressure ...

Russ Cohen

Crypto Market Update: White House Teases Bitcoin Stockpile Update

Here’s a quick recap of the crypto landscape for Wednesday (April 29) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$75,469.06, down by 1.2 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...

Russ Cohen

Crypto Market Update: White House Teases Bitcoin Stockpile Update

Here’s a quick recap of the crypto landscape for Wednesday (April 29) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$75,469.06, down by 1.2 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...

Russ Cohen

Apple’s Earnings Make $300 Look Like a Matter of When, Not If

Shares of moved higher in Thursday’s after-hours session following its fiscal Q2 earnings report, setting the stock up for a potential move back towards last December’s highs. Apple has delivered strong quarters before, but this one lands differently. Not because it was wildly unexpected; Apple, after all, has one of the better track records out ...

Russ Cohen

Lithia Q1 Earnings Top Estimates on Higher Aftersales Margin

Lithia Motors LAD posted first-quarter 2026 adjusted earnings of $7.34 per share, down 4% from $7.66 a year ago. However, the bottom line beat the Zacks Consensus Estimate of $7.06 by 4%.  Quarterly revenues rose 1% year over year to $9.27 billion but came in below the Zacks Consensus Estimate of $9.36 billion by 0.9%. ...

Russ Cohen

Gold or Silver – Which Do You Buy Right Now?

Listen to the audio version of this article (generated by AI). The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which do you buy? In the horse race between gold and silver, which metal is poised to take the lead ...

Russ Cohen

Bloom Energy Stock Surges 27% on Q1 Beat, but Correction Looms

If you are wondering how all those data centers will be powered, look no further than Bloom Energy (NYSE:). It holds the key to unlocking the bottleneck limiting datacenter expansion today: power supply. Hyperscalers unable to connect to the power grid are turning to Bloom Energy because its fuel cells are easy to deploy and ...