Articles for category: Most Popular

Russ Cohen

IBRX and the BCG Shortage: Deals That Could Expand Demand

ImmunityBio IBRX is trying to turn a persistent bottleneck in bladder cancer care into a durable demand driver. The long-running U.S. Bacillus Calmette-Guérin (BCG) shortage has created a structural “pull” for regimens that can improve treatment availability and keep patients on schedule. That backdrop matters because Anktiva plus BCG is already the company’s commercial engine ...

Russ Cohen

Amazon vs. Microsoft: What Their Revenue Trends Tell Investors

Key Points Amazon generates higher total revenue than Microsoft, though the latter demonstrates a much smoother and more consistent baseline growth pattern. Amazon experiences distinct quarter-over-quarter revenue spikes during its fourth-quarter periods, while Microsoft maintains a steady, uninterrupted upward trajectory across all evaluated quarters. Investors should carefully watch whether the wide absolute revenue gap between ...

Russ Cohen

CrowdStrike Holdings Takes Over #72 Spot From Netflix

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, CrowdStrike Holdings Inc (Symbol: CRWD) has taken over the #72 spot from Netflix Inc (Symbol: NFLX), according to ETF Channel. Below is a chart of CrowdStrike Holdings Inc versus Netflix Inc plotting their respective rank within the ...

Russ Cohen

Ford vs. Tesla: Which Stock Looks Better After Strong 1-Month Gains?

Over the past month, shares of U.S. legacy automaker Ford F and electric vehicle tech giant Tesla TSLA have rallied more than 23% and 15%, respectively, outperforming the industry. Despite weakening vehicle sales in the country amid affordability concerns, the expiration of federal electric vehicle tax credits and supply chain issues, Ford and Tesla shares ...

Russ Cohen

ImmunityBio: Anktiva Explained and What Comes Next

ImmunityBio IBRX is building a portfolio of immunotherapies designed to activate both innate and adaptive immunity in cancer and infectious diseases. Its Cancer BioShield platform centers on Anktiva (nogapendekin alfa inbakicept), an interleukin-15 receptor superagonist antibody-cytokine fusion protein built to stimulate natural killer cells, cytotoxic T cells and memory T cells. With a vertically integrated ...

Russ Cohen

Could a SpaceX-Tesla Merger Happen Earlier Than Expected?

Key Points Earlier this year, Elon Musk merged two of his companies: xAI and SpaceX. Many investors also believe that a much larger merger may be inevitable, involving SpaceX and Tesla (NASDAQ: TSLA). While Musk has kept his businesses separate, they also work together on many projects, and it could certainly be beneficial for them ...

Russ Cohen

Is Nvidia the Next Apple?

Key Points During the early 2000s, Apple was one of the hottest technology stocks, supported by years of growth driven by product innovation. In the post-Steve Jobs era, Apple’s share price appreciation has been driven less by exciting new product launches and more by financial engineering. Like Apple, Nvidia has employed a series of shareholder ...

Russ Cohen

Cathie Wood is Buying Cerebras Post-IPO: Should You Follow?

Key Points When Cathie Wood makes a move, investors take notice. That’s because the chief executive officer of Ark Invest has a good eye for innovation and spotting tomorrow’s success stories today. She often bargain-hunts, getting in on a stock when others are selling, then holds on for the long term to fully benefit from ...