Articles for category: Most Popular

Russ Cohen

Alibaba's Cost Surge Intensifies: Is Profitability Under Pressure?

Alibaba’s BABA rising cost structure is putting clear pressure on profitability, raising concerns around margin sustainability. The company is witnessing a sharp surge in expenses in the third quarter of fiscal 2026, with sales and marketing costs climbing to 25.3% of revenues, reflecting aggressive spending to attract and retain users in an increasingly competitive e-commerce ...

Russ Cohen

Lithia Q1 Earnings Top Estimates on Higher Aftersales Margin

Lithia Motors LAD posted first-quarter 2026 adjusted earnings of $7.34 per share, down 4% from $7.66 a year ago. However, the bottom line beat the Zacks Consensus Estimate of $7.06 by 4%.  Quarterly revenues rose 1% year over year to $9.27 billion but came in below the Zacks Consensus Estimate of $9.36 billion by 0.9%. ...

Russ Cohen

If New Apple CEO John Ternus Takes Anything Away From Tim Cook's Legendary 15-Year Run, It Should Be This $841 Billion Lesson

Key Points Tim Cook will leave Apple with shareholders’ high regard because he’s steered the company to phenomenal returns during his 15-year stint as CEO. Cook is known for being an expert in supply chain logistics. But he also employed one shareholder-friendly practice that has certainly made an impact during his tenure. 10 stocks we ...

Russ Cohen

Top 2 Unstoppable AI Stocks to Buy for 2026

Key Points After a short-lived rotation into value stocks, it didn’t take long for artificial intelligence (AI) stocks to regain their momentum. Ultimately, this makes sense. AI is shaping up to be one of the most impactful technological innovations of our time, and it still appears to be in the very early innings. Top tech ...

Russ Cohen

Bull of the Day: Bloom Energy (BE)

Bloom Energy: An Innovative Clean Energy Provider Bloom Energy (BE) is a clean-energy/fuel-cell provider that designs, manufactures, and installs solid-oxide fuel cell (SOFC) systems that generate electricity on-site. The Zacks Rank #1 (Strong Buy) company is best known for its energy servers, called “Bloom Boxes.” Unlike traditional power plants that burn fuel to create steam ...

Russ Cohen

Netflix's Engagement Momentum Builds: Is Growth Sustainable?

Netflix’s NFLX engagement momentum is strengthening, raising confidence in the sustainability of its growth. The company reported a record high in its primary engagement quality metric in the first quarter of 2026, indicating users are increasingly satisfied with the content experience. This is critical, as stronger engagement directly improves retention — driving repeat viewing, reducing ...

Russ Cohen

Earnings Preview: Rivian Automotive (RIVN) Q1 Earnings Expected to Decline

The market expects Rivian Automotive (RIVN) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company’s earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare ...

Russ Cohen

Microsoft vs. Alibaba: Which Cloud Titan Is the Smarter Buy Right Now?

Microsoft MSFT and Alibaba BABA lead Western and Chinese cloud-AI markets, respectively, both pouring capital into generative models, agentic platforms and custom silicon. With upcoming quarterly results and major recent AI announcements from both, this comparison is timely. Let’s delve deep and closely compare the fundamentals of the two stocks to determine which one is ...