Articles for author: Russ Cohen

Russ Cohen

The Market May Be Missing What’s Changing at BigBear AI

BigBearai AI ()’s price action says the bear market is not only over, but that a complete reversal is at hand. The market hit a bottom earlier this year and completed a Head & Shoulders Reversal pattern. The company turnaround has it on track to grow and achieve profitability within the foreseeable future. As it stands, ...

Russ Cohen

What to Look For Before the SpaceX IPO

172,000 jobs. Negative real wages. A week that could move everything. The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything As I write on Monday morning, the markets are trying to claw back from last Friday’s tech rout triggered ...

Russ Cohen

Allstate’s Comeback Is Turning Into a Profit Machine

Big insurance companies often post big numbers—sometimes big in a good way, sometimes bad. Just ask Allstate (). Less than four years after reporting massive losses, Allstate just delivered a powerful turnaround with strong underwriting, rising premiums, growing investment income, and a higher dividend. Net income applicable to common shareholders rose more than fourfold compared ...

Russ Cohen

CELH and Zero-Sugar Energy Trends to Watch Through 2026

Celsius Holdings, Inc. CELH is leaning into the part of the energy drink category that is expanding fastest: low- and zero-sugar offerings. That positioning matters because it ties the company’s next leg of growth to a clear consumer preference shift, not just to deal-driven scale. In the first quarter of 2026, the company’s portfolio accounted ...

Russ Cohen

Here's Why Warren Buffett Changed His Mind About Tech Stocks

Key Points It’s no secret that Warren Buffett, one of the greatest investors in history, long avoided technology stocks while CEO of Berkshire Hathaway. Buffett was never shy about admitting that he didn’t understand tech. But eventually he started putting the conglomerate’s money into tech. Here’s a look at what it took for the Oracle ...

Russ Cohen

Planet Labs: Coming Back Down to Earth

Space stocks are having a moment. But as the Q1 earnings report for fiscal 2027 from Planet Labs PBC () shows, it may be a big, irrational moment When SpaceX’s IPO became the most anticipated market event in years, investors did what investors always do—they got ahead of themselves. If you couldn’t buy SpaceX directly, ...

Russ Cohen

Equity Supply Surge: What Historically Comes Next

This past week, the market hit an all-time high. At the same time, Alphabet (NASDAQ:) told investors it would raise $80 billion by selling stock to fund its AI buildout, and the shares fell about 4% on the news. Within days, is reportedly set to price one of the largest IPOs ever attempted. If you want a live picture ...