Articles for category: Most Popular

Russ Cohen

CNEQ, NVDA, AMZN, WDC: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Alger Concentrated Equity ETF (Symbol: CNEQ) where we have detected an approximate $546.3 million dollar inflow — that’s a 35.8% increase week over week in outstanding units (from 38,100,000 to 51,737,500). Among the largest underlying ...

Russ Cohen

Could Investing $10,000 in Netflix Set You Up for Life?

Key Points A stock investment that appreciates so much that you no longer have to work is a dream for many people. Everyone hears about the stocks that have done so well that they’ve grown investments into enormous sums. Netflix (NASDAQ: NFLX) has been such a company. But investing is about looking forward. If you ...

Russ Cohen

GM Up 14%, F Down 3% Since Q2 Earnings: Which Is the Better Buy Now?

U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks. So, the question is ...

Russ Cohen

BABA Q1 Earnings Call Centers on AI Cloud Growth & CapEx

Alibaba Group Holding Limited BABA used its first-quarter fiscal 2027earnings callto put AI infrastructure at the center of its growth strategy, with management forecasting faster cloud revenue growth and margin improvement. The forward message came with mixed headline results. Non-GAAP earnings of $1.26 per ADS missed the Zacks Consensus Estimate of $1.94, while revenues of $39.64 ...

Russ Cohen

Billionaire Bill Ackman Has 10.5% of His $19.5 Billion Portfolio in Amazon. What's the Thesis Behind Pershing Square's Bet?

Key Points Pershing Square (NYSE: PS), the company headed by high-profile investor Bill Ackman, has emerged as one of the largest corporate bulls on Amazon (NASDAQ: AMZN). Despite recently trimming its stake in the monster retailer as part of a portfolio reallocation, Pershing still holds nearly 8.6 million shares of the company. According to Pershing’s ...

Russ Cohen

Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?

Outside of Nvidia NVDA), Marvell Technology MRVL) will provide the semiconductor market’s most closely watched earnings report this week when it posts Q2 results after the closing bell on Thursday, August 27. Marvell has become a prime beneficiary of the AI infrastructure boom through custom AI silicon, optical interconnects, and Ethernet switching, with hyperscale relationships ...