Articles for category: Most Popular

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 ...

Russ Cohen

Prediction: Solana (SOL) Will Be Worth $200 in 2 Years

Key Points Solana‘s (CRYPTO: SOL) price hit an all-time high of $293.31 on Jan. 18, 2025. But today, it trades at about $77. Along with other cryptocurrencies, Solana slumped over the past year as fears of interest rate hikes drove investors toward more conservative investments. However, I believe a few catalysts could drive Solana’s price ...

Russ Cohen

SLSN's Earnings Break-Even in Q2, High Operating Costs Hurt

Shares of Solesence, Inc. SLSN have gained 6.5% since the company reported its earnings for the quarter ended June 30, 2026. This compares with the S&P 500 index’s 0.2% decline over the same time frame. Over the past month, the stock has gained 1.5% compared with the S&P 500’s 3.7% increase. Solesence reported second-quarter 2026 ...

Russ Cohen

Alibaba's E-Commerce Business: Can Quick Commerce Aid Growth?

Alibaba Group BABA is positioning quick commerce as an important growth lever for its China e-commerce business. The model is expanding beyond food delivery into categories such as fresh produce, healthcare and supermarket products. This is broadening the use cases for Alibaba’s e-commerce ecosystem, spanning Taobao, Tmall and Freshippo, and is helping drive stronger consumer ...