Articles for author: Russ Cohen

Russ Cohen

The Question Every Investor Gets Wrong

Most investors focus on market direction, but the real edge comes from something else entirely. Editor’s Note: Most investors spend their time trying to answer a simple question: Is the market going up… or down? But that question can actually lead you astray. Some of the most successful investors in history didn’t focus on predicting ...

Russ Cohen

OpenAI and Microsoft Just Revamped Their Longstanding Partnership. Will This Impact Microsoft's Artificial Intelligence (AI) Moat?

Key Points Microsoft has invested over $13 billion in OpenAI since 2019 and holds a 27% stake in the company as of late 2025. Microsoft has served as OpenAI’s primary cloud provider, licensed its models exclusively, and had revenue-sharing agreements in place. Now, things are about to change. 10 stocks we like better than Microsoft ...

Russ Cohen

Stop Guessing the Market. Use AI Trading Signals Instead

Why the best investors don’t predict direction – they follow patterns hidden in data Editor’s Note: Most investors are trained to ask a simple question: Is the market going up… or down?  While it seems logical, that can actually lead you in the wrong direction. Because the best investors – the ones who consistently win ...

Russ Cohen

S&P 500 Reacts to AI-Driven Misinformation Before Facts Emerge

Within minutes of the April 25, 2026, White House Correspondents Dinner shooting, in which Secret Service neutralized 32-year-old Malik Thompson within 45 seconds of three shots being fired, with two attendees sustaining non-life-threatening leg wounds. At the same time, social media platforms were generating a parallel information event that would prove more consequential for markets ...

Russ Cohen

Is the Slide in Netflix Stock a Buying Opportunity?

Key Points Netflix shares fell after investors were disappointed that the company didn’t increase guidance. The video streaming giant is slowly turning from a high-growth company into a cable-like utility. 10 stocks we like better than Netflix › The share price of Netflix (NASDAQ: NFLX) sank despite the video streaming company reporting strong first-quarter results, ...

Russ Cohen

Oracle Is All-In on AI, and That’s Exactly the Problem

Hello, Reader. Oracle Corp. (ORCL) seems to be “blessed by the Fates” this week. The stock jumped 13% on Monday and more than 4% on Tuesday, helped by a broader, short-lived rally in software stocks and a new deal with Bloom Energy Corp. (BE), which sent that stock up 22%. Building on an existing partnership, ...

Russ Cohen

Casey’s General Stores: Is a Stock Split on the Horizon?

has made no official comment on stock splits, choosing instead to focus on its growth, financial health, cash flow, and capital returns. However, the case for a split is getting stronger by the quarter. Casey’s stock price has increased by 45% since the start of 2026 and 260% over the past five years, and is ...