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Jesse Cohen

  • Analysis & Comment

Jesse Cohen's Comment & Analysis
A complete archive of Jesse Cohen's articles, including current analysis & comment - Page 17

Fed speakers and Nvidia earnings will be in focus this week. Nvidia is a buy with another huge beat-and-raise quarter on deck. Target is a sell amid declining sales, downbeat outlook...
The tech-heavy Nasdaq has been on a tear this year, reaching a new record high. Investors seeking exposure to AI-driven growth opportunities should consider Arista Networks and AppLovin. With their...
The highly anticipated April CPI report comes out on Wednesday morning with the S&P 500 trading just below its all-time high. Headline annual inflation is seen rising 3.4% and core CPI is...
CPI inflation, retail sales, producer prices, and retailer earnings will be in focus this week. Walmart is a buy with upbeat Q1 profit and sales growth expected. Deere is a sell amid shrinking EPS,...
Investors are gearing up for what is expected to be an eventful week ahead. CPI inflation and retail sales data will be in focus. In addition, Home Depot and Walmart report quarterly earnings. Looking...
U.S.-listed China stocks have come back in favor with investors following their year-long selloff. There are several bargain-buying opportunities in some of the most well-known Chinese companies. As...
Jobless claims, Fed speakers, and more earnings in focus this week. Arista Networks is a buy with a strong beat-and-raise quarter expected. Rivian Automotive is a sell with disappointing earnings,...
May is expected to be another volatile month on Wall Street amid a plethora of significant market-moving events. Identifying favorable opportunities becomes paramount in the current environment. As...
Investors are on edge ahead of the Federal Reserve’s latest policy decision as inflation fears return to the forefront. I believe Fed Chair Powell will strike a hawkish tone and push back...
Big Tech earnings, core PCE inflation data will be in focus this week. Meta Platforms is a buy with upbeat earnings expected. Tesla is a sell amid weak profit growth, disappointing guidance on...