Articles for category: Market News

Russ Cohen

Domino’s Pizza: The Amazon of QSR?

purchase of is interesting not because Berkshire noticed that the stock has worked in the past. Plenty of stocks have worked in the past. Berkshire’s investment is interesting because it implies that, at the right price, Domino’s may still have a durable economic engine capable of compounding from here. That is the more useful question: ...

Russ Cohen

Recession Indicator: eBay’s Stock Is Up More Than 50% Over the Past Year

For over 30 years, people have turned to to declutter their homes, capitalize on collections of old baseball cards and Beanie Babies, and sell vintage t-shirts their parents asked them to discard decades earlier. But eBay isn’t just an online marketplace and auction platform. The e-commerce company is considered one of many counter-cyclical recession indicators. ...

Russ Cohen

Earnings Season Shows Resilient Consumers and Surging AI Demand

We’re a few weeks into earnings season, and many of the market’s most important companies have already reported. Big banks, credit card companies, consumer-facing brands, and most of the Magnificent 7 have all weighed in — and we’ve been combing through the conference calls for key insights. On Consumers & Gas Prices Jeremy Barnum, CFO ...

Russ Cohen

Dow Jones Outlook Points to Another Leg Lower Below 48,500

Executive Summary Trend Bias: Down as the may have finalized its first bearish leg lower. Key Level: ~49,989 (start of the bearish wave). After a brief rally, we anticipate a decline to 47,758 – 48,409, and possibly lower levels. While the mega cap stocks are rallying to new highs, DJI is struggling to reach its ...

Russ Cohen

700 Billion Reasons to Stay in AI This Summer

Listen to the audio version of this article (generated by AI). Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for a summer surge… nervous about buying Tech today? Don’t be As I write on Wednesday morning, the markets are ...

Russ Cohen

AMD’s Upside Movement Has Just Begun After Years in the Making

It has been years in the making, but is set up to accelerate its revenue and sustain high-level growth for years, as it’s become the spokes to ’s hub. NVIDIA’s GPUs and AI infrastructure offer many advantages and will continue to drive AI. However, Advanced Micro Devices GPUs, specifically the MI450 line to be launched ...

Russ Cohen

The Biggest Myth In the Market Just Broke

Listen to the audio version of this article (generated by AI). In the spring of 1999, Wall Street reached a consensus. The dot-com rally, once the exclusive property of a handful of Silicon Valley darlings, was finally broadening out. Retailers were getting websites. Manufacturers were becoming “e-businesses.” Regional banks were upgrading their software.  But the ...

Russ Cohen

S&P 500 Gains Mask Volatility Disconnect Across Markets

volume on Tuesday was lower than on the day after Thanksgiving. At least based on the data I have, the total volume was just 35.9 million shares. Christmas Eve, a half day, saw 39.5 million shares traded, Friday, November 28, a half day saw 49.2 million shares, and even July 3 saw 51 million shares ...