Articles for category: Most Popular

Russ Cohen

The People Who Know Nvidia Best Are Sounding a Warning — but Is Anyone Listening?

Key Points Artificial intelligence (AI) is a $15.7 trillion addressable opportunity that’s being led by graphics processing unit (GPU) titan Nvidia. Nvidia’s AI GPUs have well-defined compute advantages and are benefiting from persistent GPU scarcity. However, the trading activity of Nvidia’s executives and directors is alarming. 10 stocks we like better than Nvidia › Three ...

Russ Cohen

Cadence Strengthens Analysis Portfolio With Hexagon D&E Unit Buyout

Cadence Design Systems, Inc. CDNS has signed a definitive agreement to acquire the Design & Engineering (D&E) division of Hexagon AB, including its renowned MSC Software business, an industry pioneer in engineering simulation and analysis. The €2.7 billion deal, structured with 70% cash and 30% Cadence common stock, marks a significant step in advancing Cadence’s ...

Russ Cohen

Netflix's Strategic Bet on Asia: Will BIFF Tie-Up Strengthen Its Lead?

Netflix’s NFLX strategic focus on Asia has become a cornerstone of its global growth strategy. The Asia-Pacific (APAC) region has consistently outperformed other markets, emerging as the company’s strongest growth engine. In the second quarter of 2025, APAC revenues climbed 24.1% year over year, the highest among all other regions. This momentum is driven by ...

Russ Cohen

What Are Hertz and Amazon Up to Right Now?

Key Points Hertz is selling used rental vehicles on Amazon Autos in four select cities. Hertz benefits by reaching customers who might not consider buying a used fleet vehicle. Amazon benefits by scaling up its Amazon Autos offerings. 10 stocks we like better than Amazon › No, before you ask, e-commerce titan Amazon (NASDAQ: AMZN) ...

Russ Cohen

SIFCO Stock Surges 101.1% in Three Months: What's Fueling the Rally?

SIFCO Industries, Inc.’s SIF investors have been experiencing some short-term gains from the stock of late. Shares of the Cleveland, OH-based manufacturer of forgings, sub-assemblies and machined components (primarily serving the aerospace and energy or A&E markets) have gained 101.1% in the past three months compared with the industry’s 2.3% rise. The stock also outperformed ...

Russ Cohen

E-Mini S&P 500 Hits Gann Time-Price Wall Into September Cycle Crest

The E-Mini S&P futures are trading at 6483.75, down modestly on the session after an explosive rally from the September 2 low at 6371.75. That low marked a textbook Square of 9 harmonic support cluster, setting the stage for a sharp mean-reversion advance. The rebound carried prices to 6541.75, where supply re-entered the market directly ...

Russ Cohen

Down 34%, Should You Buy the Dip on Viking Therapeutics?

Key Points Viking Therapeutics (NASDAQ: VKTX) has intrigued investors over the past year and a half because it’s involved in a potential David and Goliath story. Today, pharma giants Eli Lilly and Novo Nordisk dominate the weight loss drug market, and other big pharmas such as Pfizer are working to get in on this valuable ...

Russ Cohen

Noteworthy ETF Inflows: JEPQ, NVDA, MSFT, AAPL

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPMorgan Nasdaq Equity Premium Income ETF (Symbol: JEPQ) where we have detected an approximate $465.5 million dollar inflow — that’s a 1.6% increase week over week in outstanding units (from 525,250,000 to 533,675,000). Among the ...