Blog

Russ Cohen

Are Bearish Investors Wrong About Microsoft Stock?

Key Points Microsoft (NASDAQ: MSFT) stock has taken quite a turn over the past six months, losing nearly 30% of its value during that time frame. What was once seen as a safe, hot tech stock to own has recently become anything but that. It’s trading near its 52-week low and is nowhere near the ...

Russ Cohen

Who Is Tesla's Top Competitor?

Key Points In terms of market capitalization, it’s a distant second. In terms of total unit sales, however, this company is already bigger than Tesla, and likely to remain so indefinitely. Both companies are facing many of the same problems stemming from competition, calling into question whether either one is a great investment prospect. These ...

Russ Cohen

Alibaba Just Made a $100 Billion Bet on AI. Here's What It Means for Investors.

Key Points Alibaba Group (NYSE: BABA) has spent the past few years rebuilding its business amid regulatory pressure, slowing e-commerce growth, and rising competition. But its latestearnings callrevealed something far more important than a single quarter’s results. Management outlined an ambitious goal: to generate more than $100 billion in annual revenue from its cloud and ...

Russ Cohen

Lulus Incurs Loss in Q4, Narrows Y/Y on Higher AOV and Cost Cuts

Shares of Lulu’s Fashion Lounge Holdings, Inc. LVLU have declined 10.6% since the company reported its earnings for the quarter ended Dec. 28, 2025, underperforming the S&P 500 index’s 3.5% change over the same period. Over the past month, the stock has declined 9.5% compared with a 4.6% decline in the broader index. Lulus incurred ...