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Jesse Cohen

  • Analysis & Opinion

Jesse Cohen's Comment & Analysis
A complete archive of Jesse Cohen's articles, including current analysis & opinion - Page 8

Markets are on edge ahead of the Federal Reserve’s latest policy meeting. I believe the Fed will lean hawkish with its messaging as inflation fears return. Contrary to the consensus view, there...
Fed meeting, FOMC dot-plot, Powell news conference will be in focus this week. Nvidia is a buy as its annual ‘GTC 2024’ conference kicks off. Nike shares are a sell amid weak earnings and...
This week, the massive rally in the tech sector has shown signs of fatigue as investors rotated out of the sector amid renewed inflation fears. Amid the current backdrop, analysts see significant...
February's CPI report came in hotter than expected for the second straight month. Sticky inflation suggests the Fed could delay an anticipated June interest rate cut despite the market’s...
CPI inflation, retail sales, producer prices, and more earnings will be in focus this week. Oracle is a buy with strong earnings and guidance on deck. Dollar Generalis a sell with disappointing...
The rally in the stock market is showing no signs of slowing down due to the AI boom. Amid the current backdrop, I used the InvestingPro Stock Screener to find cheap, undervalued companies with...
Ongoing excitement around artificial intelligence continues to fuel strong gains in the stock market, especially throughout the tech sector. Despite the blistering rally, several software stocks offer...
Powell testimony, U.S. jobs report, last batch of Q4 earnings will be in focus this week. CrowdStrike (NASDAQ:CRWD) is a buy with strong earnings and guidance on deck. Nio (NYSE:NIO) is a sell with...
The U.S. stock market is off to its best start to a year since 2019. The rally could be tested in March amid several major market-moving events. Market focus will be on commentary from leading Fed...
Wall Street’s Q4 earnings season continues to wind down, with the last batch of notable cybersecurity stocks set to report their results. There are several companies poised to trounce...