U.S. investor and philanthropist Warren Buffet listens to a question during a press conference in Beijing, China, 30 September 2010.

Microsoft Corp. co-founder Bill .... </div> <div style=‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
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The Early Bird Newsletter
The Early Bird Newsletter

Monday, May 19th

Good Morning

Equity markets are set to continue rising this week. The news-driven melt-up is on track to put the S&P 500 back at its all-time high by Friday. The question is whether the index can move up to set a new high and sustain it, a signal that the rally can continue or not. If not, this market will remain range-bound until well into the 3rd quarter when the 2nd quarter earnings reports are released. If so, this market could continue advancing and potentially increase to 6,800 by the end of summer.

This week's catalysts include earnings reports from retailers and economic data. The earnings reports include Lowe's, TJX Companies, and Target, which is likely to be a laggard. The economic data includes readings on Leading Indicators and jobless claims. The latest jobless claims data suggest the labor market is healthy; any change to that outlook could lead the index into a significant sell-off, regardless of other news.

Featured: 7 Cheap Stocks to Buy Now—Massive Upside Potential (TradingTips)

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Markets

Buffett's Latest Portfolio Moves, and Another Secret Stock

U.S. investor and philanthropist Warren Buffet listens to a question during a press conference in Beijing, China, 30 September 2010.

Microsoft Corp. co-founder Bill ...</p><a target='_blank' class=Read the Full Story

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Markets

The UK and the EU hail a new chapter as they sign fresh deals 5 years after Brexit

Britain and the European Union hailed a new chapter in their relationship Monday after sealing fresh agreements on defense cooperation and easing trade flows at their first formal summit since Brexit. Five years after the U.K. left the EU, ties were growing closer again as Prime Minister Keir Starme...

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Markets

Trump's massive import taxes haven't done much economic damage -- yet

For months, American consumers and businesses have been hearing that President Trump’s massive import taxes – tariffs – would drive up prices and hurt the U.S. economy. But the latest economic reports don’t match the doom and gloom: Inflation actually eased last month, and hiring was solid in April....

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From Our Partners

5 Stocks Poised to Soar Under Trump's Presidency

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Stocks

Stocks, bonds and the dollar drift after the latest downgrade to the US government's credit rating

U.S. stocks, bonds and the value of the U.S. dollar drifted following the latest reminder that the U.S government seems to be hurtling toward an unsustainable mountain of debt. The S&P 500 edged up 0.1% Monday after Moody’s Ratings became the last of the three major credit-rating agencies to say...

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Markets

What Ray Dalio's Latest Moves Tell Investors

Coming up with original ideas is one of the foundations for success as an independent trader or investor in the financial markets, though sometimes ideas can run out during quiet markets. Today’s S&P 500 volatility spike after the latest round of tariffs implemented by President Trump...

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From Our Partners

Think NVDA’s run was epic? You ain’t seen nothin’ yet

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade.

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Markets

Qualcomm: This Week Could Make or Break the Rally

Qualcomm Inc (NASDAQ: QCOM) closed just above $150 on Friday, up a solid 25% from its multi-year low set in April. While that rebound initially looked like the beginning of a breakout, momentum has since stalled. The stock has started to consolidate and now sits at the lower end of the trading r...

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Markets

Trump warns Walmart: Don't raise prices due to my tariffs but do eat the costs from those taxes

President Donald Trump on Saturday ripped into Walmart, saying on social media that the retail giant should eat the additional costs created by his tariffs.As Trump has jacked up import taxes, he has tried to assure a skeptical public that foreign producers would pay for those taxes and that retaile...

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Markets

Walmart Stock Holds as Tariff Risk Spurs Support

There’s no denying that the current state of the S&P 500 index can be summed up in a couple of words: volatile and uncertain. President Trump's recently rolled out trade tariffs create a less clear future for global trade and the costs to be paid and handled by hundreds of busines...

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Markets

Trump's tariff onslaught casts shadow over European economy, even in best case scenario

U.S. President Donald Trump’s tariff offensive has led European officials to cut their growth forecasts for this year and next, even in a best-case scenario in which the highest rates on most goods could be negotiated away

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Markets

Amazon: Why May Is the Last Month to Get the Stock at a Discount

Amazon.com Inc. (NASDAQ: AMZN) closed just above $205 on Friday, marking a sharp recovery of nearly 30% since its April low. The latest burst of momentum has come on the back of improving trade relations between the U.S. and China, a development with direct implications for the tech giant’...

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Monday's Early Bird Stock Of The Day

A Stock Being Downgraded:Cogent Communications (NASDAQ:CCOI)

Cogent Communications

Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Oceania, South America, and Africa. The company offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. It also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, the company offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, it operates data centers that allow its customers to collocate their equipment and access the network. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.

Should I Buy Cogent Communications Stock? CCOI Bull and Bear Case Explained

These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Cogent Communications was last updated on Monday, May 19, 2025 at 1:05 AM.

Cogent Communications Bull Case

  • The company has recently seen a significant increase in institutional investment, with Beaconlight Capital LLC boosting its stake by 17.2%, indicating strong confidence in its future performance.
  • Cogent Communications Holdings, Inc. operates in a growing industry, providing high-speed Internet access and private network services, which are increasingly essential for businesses across various sectors.
  • The stock price is currently valued at approximately $69.36, reflecting a stable investment opportunity in the technology sector.
  • With 92.45% of its stock owned by institutional investors, there is a strong backing from major financial entities, which often leads to more stability and potential growth.
  • The company has a diverse customer base, including law firms, financial services, and educational institutions, which helps mitigate risks associated with reliance on a single sector.

Cogent Communications Bear Case

  • Recent insider selling, including transactions by directors, may raise concerns about the company's short-term outlook and could indicate a lack of confidence among its leadership.
  • The competitive landscape in the communication services industry is intense, with many players vying for market share, which could pressure profit margins.
  • As a company primarily serving small and medium-sized businesses, economic downturns could disproportionately affect its revenue, as these businesses may cut back on spending.
  • While institutional ownership is high, it can also lead to volatility if large investors decide to sell their stakes, impacting stock price stability.
  • The reliance on off-net services, which depend on other carriers' circuits, may limit the company's control over service quality and customer satisfaction.
View Today's Stock Pick

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