Articles for author: Russ Cohen

Russ Cohen

3 Under-the-Radar AI Energy Stocks to Buy Right Now

Key Points Ford Motor Company is repurposing its manufacturing facility to produce battery energy storage systems. FuelCell Energy notes that 90% of its growing sales pipeline is related to data centers. Fluence Energy has partnered with Nvidia to integrate its battery technology into Nvidia’s AI factories. 10 stocks we like better than Ford Motor Company ...

Russ Cohen

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

’s Nasdaq listing can not only reset the AI memory trade but also accelerate it. The company is weaponizing Wall Street to ensure it retains its leadership position in the hottest market since the AI boom started booming. With control of approximately 60% of the high-bandwidth memory (HBM) market, which is critical for advanced computing, ...

Russ Cohen

BridgeBio Stock Outlook Hinges on Attruby & New Drug Catalysts

BridgeBio Pharma BBIO is moving from a launch-driven story toward a broader commercial execution test. Attruby has quickly become the company’s financial backbone, while late-stage pipeline assets could add new revenue streams. The stock’s outlook now depends on whether BridgeBio can scale Attruby, convert upcoming regulatory catalysts into launches and manage risks tied to a leveraged ...

Russ Cohen

The Iranian Ceasefire Collapses: What Happens Now?

The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buy… a contrarian 14% Bitcoin play from Jonathan Rose… As I write on Wednesday, the ceasefire between the U.S. and Iran is over. At least, that’s how President Trump described it. Overnight, three commercial ...

Russ Cohen

Abivax: Wall Street Catches Up to the Data

Shares of were up more than 40% in the month ending July 6, after the company announced positive results from its late-stage (Phase 3) trial of its lead candidate, Obefazimod, which is being designed as a long-term maintenance treatment for ulcerative colitis (UC). The rally pushed ABVX nearly to its all-time high of $146.41, set ...

Russ Cohen

Here's How Trump's Tariffs Could Impact Alibaba Stock

Key Points Alibaba’s stock has plunged nearly 70% from its all-time high. Macro, competitive, and regulatory challenges are compressing its valuation. Investors shouldn’t underestimate the impact of the Trump Administration’s tariffs. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA), China’s largest e-commerce and cloud infrastructure company, set a record high of ...