Articles for author: Russ Cohen

Russ Cohen

Amazon Blocked Meta's AI Shopping Agent. Shopify Welcomed It — and Gets Paid on Every Checkout.

Key Points Amazon began blocking Meta’s Muse agent from shopping on its site Sunday night, citing its conditions of use. Shopify’s president says agent-driven orders carry the same economics as ordinary online store orders. The two-day rally lifted the stock’s forward price-to-earnings ratio from about 52 to about 60. These 10 stocks could mint the ...

Russ Cohen

Muse Powers META Shares Higher: A Closer Look

Meta Platforms META shares have been red-hot as of late, seeing big gains on the recent release of Muse, Meta’s personal AI assistant that can autonomously complete multi-step tasks across the web, apps, and smart glasses. It marks another major step in the AI race, with the company pushing beyond traditional chat-based assistants and deeper ...

Russ Cohen

Shopify Stock Jumps on Meta Muse Deal: Time to Buy?

Shopify SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms META) that will bring Shop Pay checkout capabilities to Meta’s fast-growing Muse AI agent. The excitement surrounding Muse has spilled into other AI stocks as well, including Advanced Micro Devices AMD), as investors anticipated that broader adoption of AI agents could ...

Russ Cohen

The Big Short Just Shorted a Grade-“A” Stock

Listen to the audio version of this article (generated by AI). As I write on Thursday, Wall Street is under pressure again from several angles. In bonds, the 10-year Treasury yield is up to 5.14% – its highest level in nearly 19 years. Meanwhile, the 30-year Treasury yield just notched its highest level since 2004 ...

Russ Cohen

What an NFL Legend Can Teach You About Small-Cap Stocks

The biggest winners aren’t always the obvious picks – and small caps may be proving that again… Listen to the audio version of this article (generated by AI). Every year, NFL teams spend months and countless hours of time trying to answer one question. Who should we draft? For months, scouts watch countless hours of ...

Russ Cohen

Crypto Market Update: Apple, Google Recruits Fuel Crypto Rumors

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (September 23) as of 11:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$85,904.75, trading 0.9 percent lower over the past 24 hours. ​Bitcoin price chart ...

Russ Cohen

How to Position Before the Oil Cushion Hits Empty

The West is burning its last emergency barrels to keep prices calm today. The smart money is already wiring up a different power source. Listen to the audio version of this article (generated by AI). Hello, Reader. A warning doesn’t do much good if you don’t treat it like a warning. In 1999, the cargo ...

Russ Cohen

Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology MU) and SanDisk SNDK) delivering extraordinary rallies. Over the last month, Micron shares are up nearly 20%, with SanDisk stock rising over 25%. Year to date, SNDK has skyrocketed almost 700%, with MU spiking more than 270%, as tight ...

Russ Cohen

1 of Billionaire Investor Bill Ackman's Newest Positions Is Down Roughly 21% This Year. A Wall Street Analyst Thinks Another 21% Decline Is Coming. Should Investors Sell the Stock?

Key Points One new tech position Ackman and his team initiated is the streaming platform Netflix. Netflix stock has gotten crushed, as investors worry about engagement trends. The shift to shorter-form content and potential for AI to disrupt the streaming industry has the market concerned. 10 stocks we like better than Netflix › In the ...