Blog

Russ Cohen

Tuesday's ETF with Unusual Volume: ILDR

The First Trust Innovation Leaders ETF is seeing unusually high volume in afternoon trading Tuesday, with over 530,000 shares traded versus three month average volume of about 49,000. Shares of ILDR were down about 0.6% on the day. Components of that ETF with the highest volume on Tuesday were Nvidia, trading up about 2.4% with ...

Russ Cohen

The Fed Cuts – Will the Bond Market Finally Listen?

The Fed cuts again… but this might be the last one for a while… a different Fed curveball from Monday… why has the 10-year Treasury yield been rising?… Today, in a 9–3 vote, the Federal Reserve delivered a 25-basis-point rate cut at its December FOMC meeting – the first time in six years that three ...

Russ Cohen

Is Amazon Stock Still a Buy After Hitting All-Time Highs?

Key Points AWS is enjoying robust multiyear revenue visibility. Advertising is also becoming a key profit engine. Amazon’s shares can continue to soar even above their all-time high levels. 10 stocks we like better than Amazon › Shares of Amazon (NASDAQ: AMZN) are hovering close to an all-time high of $254. Image source: Amazon. Where ...

Russ Cohen

Notable Monday Option Activity: APPF, AMD, CRWD

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in AppFolio Inc (Symbol: APPF), where a total of 1,712 contracts have traded so far, representing approximately 171,200 underlying shares. That amounts to about 80.3% of APPF’s average daily trading volume over the past month of 213,230 shares. Especially ...

Russ Cohen

Broadcom's Semiconductor Growth Picks Up: A Sign of More Upside?

Broadcom’s AVGO Semiconductor revenues are benefiting from strong demand for XPUs, which are a type of application-specific integrated circuit (ASIC) necessary to train Generative AI (Gen AI) models. In the fourth quarter of fiscal 2025, AI revenues surged 74% year over year to $6.5 billion. XPU adoption accelerated in the reported quarter as enterprises continue ...

Russ Cohen

Can Cloudflare's Edge AI Inference Reshape Cost Economics?

Cloudflare’s NET AI inference strategy has been different from hyperscalers, as instead of renting server capacity and aiming to earn multiples on hardware costs that hyperscalers do, Cloudflare maximizes system efficiency and utilization per capital expenditure dollar spent on developing the infrastructure, hence optimizing the cost structure of AI inference. While hyperscalers are dealing with ...

Russ Cohen

Best Momentum Stocks to Buy for Dec. 24

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Dec. 24th:  Zumiez Inc. ZUMZ: This retail apparel and footwear company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 73.8% over the last 60 days.  Zumiez Inc. Price and Consensus Zumiez ...

Russ Cohen

This ‘Sleepy’ Yield Hides a 14% Raise and Even More Upside

Washington has a debt problem going into 2026. To put it mildly. Policymakers are desperate to boost demand for US Treasuries. Higher Treasury prices mean lower Treasury yields. Lower yields translate to reduced interest payments for Uncle Sam on his huge federal debt pile. The interest payments are what policymakers care about. The total debt ...