Blog

Russ Cohen

Alibaba Missed Its Revenue Expectations but the Tech Giant Is Leaning Hard Into AI. Should Investors Buy, Sell, or Hold?

Key Points Alibaba generated 2% revenue growth in its most recent quarter, and its earnings fell by 66%. The company, however, says that revenue from artificial intelligence (AI) products doubled for a 10th straight quarter. 10 stocks we like better than Alibaba Group › There’s growing pressure for artificial intelligence (AI) companies to deliver strong ...

Russ Cohen

Carnival Reports Record Q1 Sales: Are Cruise Stocks Oversold?

Cruise stocks have pulled back sharply as investors weigh the risk of travel disruptions stemming from the war in Iran, which has largely spilled over into the broader market outside of the transportation sector. Optimistically, Carnival Corporation CCL) reported favorable Q1 results on Friday, highlighting record revenue and bookings, stronger-than-expected yields, and the launch of ...

Russ Cohen

Apple's Expanding Enterprise Footprint to Boost Sales: What's Ahead?

Apple’s AAPL top-line is benefiting from an expanding enterprise footprint. In the first quarter of fiscal 2026, the company saw strong adoption with Snowflake deploying more than 9,000 Mac devices while AstraZeneca rolled out more than 5,000 M5-powered iPad Pros to its pharmaceutical sales team. Mexico’s largest domestic retailer – Coppel – added MacBook Air ...

Russ Cohen

META Deepens AI Strategy With New Arm CPU Initiative: What's Ahead?

Meta Platforms META is spending heavily on building its AI infrastructure, and its latest partnership with Arm is a step forward in developing AI-optimized data centers. META and Arm are collaborating to develop a new class of CPUs to support growing AI workloads and general-purpose computing. The first release of this multiple generations of cutting-edge ...

Russ Cohen

Move Over, Nvidia GPUs. The AI CPU Era Is Here

Key Points Ever since ChatGPT launched in Nov. 2022, one AI stock has stood head and shoulders above the others. That’s Nvidia (NASDAQ: NVDA), as the GPU-maker has jumped nealry 1,000% since then, adding more than $4 trillion in market cap to make it the most valuable company. Will AI create the world’s first trillionaire? ...

Russ Cohen

2 Microcap Regional Bank Valuation Plays

AmeriServ Financial, Inc. (ASRV) is a bank holding company that owns and operates AmeriServ Financial Bank, a full-service financial institution offering retail and commercial banking, lending, and wealth management services, serving primarily southwestern Pennsylvania and parts of Maryland.   Image Source: Zacks Investment Research Importantly, borrowed funds declined to $75.3 million from $101.7 million in ...