Articles for category: Most Popular

Russ Cohen

Tesla's AI5 Chip Recently Completed Tape-Out. Here's Why This Could Be the Most Important Development in the Company's Transition From Automaker to AI Giant.

Key Points Although its roots are in its electric vehicle (EV) business, Tesla (NASDAQ: TSLA) aspires to greater heights, and sees artificial intelligence (AI) as part of its path to reach them. The company’s AI journey began in earnest back in 2015 when it introduced an early version of its self-driving software, then called Autopilot. ...

Russ Cohen

CHWY Is Tapping AI and Pet Health to Expand Margins in 2026

Chewy, Inc. CHWY is trying to turn two investments into a clearer earnings story in fiscal 2026. Pet healthcare can broaden the revenue base, while artificial intelligence can reduce cost to serve. The setup is not without friction. Consumers remain cautious, but CHWY’s margin levers are becoming more structural than inflation-driven. How CHWY Is Building ...

Russ Cohen

Noteworthy ETF Inflows: QQQM, AAPL, MSFT, GOOG

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco NASDAQ 100 ETF (Symbol: QQQM) where we have detected an approximate $1.6 billion dollar inflow — that’s a 1.7% increase week over week in outstanding units (from 320,510,000 to 325,800,000). Among the largest underlying ...

Russ Cohen

Billionaire Ken Griffin Sold Amazon and Nvidia but Quietly Loaded Up on This Healthcare Giant

Key Points Citadel Advisors bought the dip in Intuitive Surgical, a leading medical device company. The healthcare giant has faced some challenges recently, including increased competition and tariffs. However, Intuitive Surgical remains well-positioned to capitalize on the large addressable market ahead. 10 stocks we like better than Intuitive Surgical › Ken Griffin, the billionaire CEO ...

Russ Cohen

Nebius Soars 124% in 3 Months: Should You Buy, Hold, or Fold?

Nebius Group N.V. NBIS stock has gained 123.6% in the past three months, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 20.3% and 23.2%, respectively. The S&P 500 composite is up 11% over the same time frame. The company’s shares have soared 30.1% in a month. NBIS ...

Russ Cohen

MTN Shows How Ski Demand Trends Are Shifting Beyond Snowfall

Vail Resorts, Inc. MTN is showing how the ski resort model is changing under pressure. Weather still drives the season, but the company’s latest results also point to shifts in ticketing, customer segmentation and digital execution. The broader lesson is that mountain leisure operators need more than snow to protect demand. MTN’s response is increasingly ...