Articles for category: Most Popular

Russ Cohen

Cerebras Stock Is Up 11% Since Its IPO. Is It a Buy?

Key Points Cerebras (NASDAQ: CBRS), a producer of AI chips, went public at $185 per share on May 14. Its stock opened at $350, but it now trades at about $205. That’s still 11% above its IPO price, but investors who chased its post-IPO gains are now underwater. Let’s see why Cerebras’ stock fizzled out ...

Russ Cohen

Meta Wants In on the Cloud. Is Amazon Stock Still a Buy?

Key Points Meta is reportedly building a cloud business that would sell AI computing power, putting it in competition with Amazon Web Services. AWS revenue grew 28% year over year in the first quarter — its fastest growth in 15 quarters. AWS generated $14.2 billion of Amazon’s $23.9 billion in first-quarter operating income. These 10 ...

Russ Cohen

Is Tenet (THC) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

NFLX Continues to Expand Its Advertising Platform: What's Ahead?

Netflix NFLX continues to strengthen its advertising platform, positioning the business as an increasingly important growth driver beyond subscription revenues. The company is expanding its in-house ad technology, broadening advertiser access and improving campaign measurement, steps expected to help it capture a larger share of the growing connected television advertising market. This complements Netflix’s expanding ...

Russ Cohen

Down 14%, Is Tesla a Good Buy Now?

Key Points As competition heats up and demand for electric vehicles (EVs) in the U.S. cools down, shares of Tesla (NASDAQ: TSLA) have unsurprisingly fallen more than 14% in 2026. Simultaneously, Tesla’s self-driving capabilities have come under intense scrutiny for both safety reasons and the pace at which they’re being rolled out. Is the dip ...

Russ Cohen

MercadoLibre Expands 1P Rapidly: Is Margin Recovery at Risk?

MercadoLibre‘s MELI aggressive expansion of its first-party (1P) business is emerging as a key headwind to margin recovery. While the strategy is strengthening assortment, improving pricing competitiveness and helping the company gain share across key categories, the rapid scaling of inventory-led commerce is introducing structural profitability pressures that could weigh on operating leverage for longer ...

Russ Cohen

Why ASML Holdings Rallied in June

Key Points SpaceX’s IPO gave the company funds to begin its Terafab project, with Musk praising ASML specifically. Major memory makers announced big capital expenditure increases. Wall Street analysts also raised their expectations for semiconductor equipment spending out to 2028. 10 stocks we like better than ASML › Shares of semiconductor equipment giant ASML Holdings ...