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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 2

Investors face heightened uncertainty as global trade tensions escalate under President Donald Trump’s aggressive tariff policies. Amid this backdrop, companies with business models insulated from...
Trump tariff deadline, Fed FOMC minutes, Trump-Musk feud will be in focus this week. Amazon is set to shine with its upcoming Prime Day shopping event, making it a compelling buy for the week. Tesla...
The tech-heavy Nasdaq enters the second half of 2025 near record highs. While mega-cap tech stocks have dominated the market, lesser-known companies with strong fundamentals and favorable tailwinds...
June jobs report, Powell speech, Trump trade war developments will be in focus this week. Tesla is a buy with better-than-feared Q2 deliveries expected. Constellation Brands is a sell as it gets set...
The stablecoin sector is entering a period of rapid growth, driven by rising adoption, regulatory clarity, and institutional integration. Several major public companies are now making bold moves in...
Bolstered by strong competitive advantages and secular demand backdrops, Cloudflare and Zscaler seem destined for new all-time highs. Both companies are delivering best-in-class growth, winning...
Latest PCE inflation reading, Congressional testimony from Fed Chair Powell, and U.S.-Israel-Iran tensions will be in focus this week. Micron stands well-positioned to beat earnings expectations...
A full-scale war involving the U.S., Iran, and Israel would send ripples through financial markets and introduce significant volatility. While the potential for conflict poses substantial risks to...
The Federal Reserve's June FOMC meeting comes at a critical moment for the stock market. While rates are forecast to remain unchanged, investors will scrutinize the updated dot plot as well as...
Fed meeting, FOMC dot-plot, Powell news conference, retail sales, and Israel-Iran conflict will be in focus this week. Amazon is a buy as it holds its annual AWS re:Inforce conference. Lennar is a...