Jesse Cohen's Comment & Analysis
A complete archive of Jesse Cohen's articles, including current analysis & comment - Page 3
The closely watched U.S. May CPI report comes out today.
Headline annual inflation is seen rising by 2.5% and core CPI is forecast to increase by 2.9%.
With stocks hovering near all-time highs,...
U.S.-China trade talks, inflation data, last batch of earnings will be in focus this week.
Datadog is a buy as it holds its annual 'Dash' event.
Apple is a sell with its WWDC event on deck.
Looking...
In an investment landscape often dominated by growth stories and market volatility, dividend-paying stocks provide a compelling foundation for long-term wealth building.
Two companies that stand out...
In the dynamic landscape of growth stocks, identifying companies with the potential to multiply in value requires analyzing both current business momentum and long-term market...
Trump tariffs, U.S. jobs report, and last batch of earnings will be in focus this week.
Broadcom’s robust earnings outlook, driven by AI and software growth, makes it a standout buy this...
The AI boom is far from over, and SuperMicro, Kyndryl, and Qorvo are well-positioned to benefit from the next wave of adoption.
Their strategic roles in AI infrastructure and innovation make them...
Nvidia is scheduled to release its Q1 earnings report at 4:20PM ET on Wednesday. A call with CEO Jensen Huang is set for 5:00PM ET.
The AI chipmaker’s results will serve as a crucial test for both...
PCE inflation data, Fed FOMC minutes, Nvidia earnings will be in focus in the holiday-shortened week ahead.
Nvidia is a buy with earnings, guidance beat on deck.
Kohl’s’ shrinking revenue, weak...
The 10-year Treasury yield is spiking amid renewed turmoil in the bond market.
Quality companies in sectors that benefit in the current environment warrant increased attention.
Chevron and...
Moody’s U.S. credit downgrade, housing data, and retailer earnings will be in focus this week.
Snowflake is a buy with strong earnings, upbeat guidance on deck.
Target’s shrinking revenue, declining...