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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 4

U.S.-listed Chinese stocks have come back in favor with investors following their tariff-related selloff. The stocks benefit from stabilizing US-China ties and improving sentiment toward Chinese...
The Nasdaq is back in rally mode amid renewed optimism in tech stocks. Investors are increasingly turning to companies leveraging AI to drive revenue growth and operational efficiency. Among these,...
U.S.-China trade talks, CPI inflation, and retail sales will be in focus this week. Alibaba is a buy with strong earnings, guidance beat on deck. Walmart is a sell with disappointing profit growth,...
The Federal Reserve's May FOMC meeting arrives at a crucial moment for the market. While borrowing costs are forecast to remain unchanged, investors will scrutinize comments from Fed Chair Powell...
• Fed FOMC meeting, Powell news conference, and trade war developments will be in focus this week. • Palantir is expected to report strong earnings and guidance, making it an appealing stock to...
Wall Street’s Q1 earnings season shifts into high gear as investors brace for quarterly results from the mega-cap tech companies. While most of the focus will be on the ‘Magnificent 7’ group of...
• Tariff headlines, ‘Mag 7’ earnings, U.S. jobs report, and PCE inflation data will be in focus this week. • Meta is expected to report better-than-feared earnings due to an improving digital ad...
Amid the ongoing tech sector downturn in 2025, certain companies have demonstrated remarkable resilience. Palantir, VeriSign, and CrowdStrike stand out as top tech performers maintaining strength...
Wall Street’s Q1 earnings season gathers momentum as the biggest names in the world get set to report their latest results. These five companies, spanning various sectors, are forecast to deliver...
• Tesla, Alphabet earnings, and more Trump tariff news will be in focus this week. • Philip Morris stands out as a buy, driven by its strong smoke-free product growth and a promising earnings...