Articles for author: Russ Cohen

Russ Cohen

What the Dot-Com Bust Teaches About Today’s AI Vendor Financing

Vendor financing fueled the dot-com crash. Today, it’s back in AI… Innovation has always opened the door to unprecedented market gains. The personal computer… the internet… mobile connectivity… the cloud. Every era has crowned new winners – and richly rewarded investors who spotted them early. Take Apple (AAPL). The now-titanic firm began as a scrappy ...

Russ Cohen

Should You Buy Ford While It's Below $14?

Key Points Ford’s stock has risen 31% this year, despite uncertainties surrounding tariffs and a shift in its approach to electric vehicles. The U.S. auto tariff policy has increased duties on imports, though recent changes have benefitted Ford by offsetting tariffs due to its large U.S. manufacturing volume. Ford is shifting its focus from costly ...

Russ Cohen

Alibaba: Is It Time to Buy the Stock as AI Revenue Climbs?

Key Points Alibaba is seeing strong revenue growth in both its e-commerce and cloud computing segments. However, heavy investments, especially in quick commerce, are weighing on profitability and cash flow. The stock is not expensive, but its valuation has still risen a lot over the past year. 10 stocks we like better than Alibaba Group ...

Russ Cohen

Stocks to Watch as the AI-Driven Robotics Productivity Push Accelerates

U.S. Inflation is In Line with Historical Readings, Despite Tariff Fears In the wake of U.S. President Donald Trump’s ‘Liberation Day’ reciprocal tariff rollout in April, stocks plummeted and many investors sold their stocks. In addition to the temporary market spook, the Trump Administration’s tariff policy triggered inflation fears, especially among left-leaning economists and market ...

Russ Cohen

OpenAI Vs. Google: Who Will Win the Race?

The market has finally realized that not all AI stocks are created equal. But in the rush to debate platform winners, investors are still missing the bigger opportunity. The conversation around ’s long-term dominance intensified after Google’s Gemini announcement—and escalated further with reports that may explore using Google’s TPUs. As a result, performance has started ...

Russ Cohen

Billionaire Warren Buffett Has Over $75 Billion Invested in 3 "Magnificent" Artificial Intelligence (AI) Stocks

Key Points Berkshire Hathaway’s soon-to-be-retiring CEO has crushed Wall Street’s stock indexes over the last six decades. The largest investment holding the Oracle of Omaha oversees sports a market-leading share repurchase program. Members of the “Magnificent Seven” have become staples of Buffett’s investment portfolio — and they’re also leading the charge of the AI revolution. ...

Russ Cohen

3 Stocks That Could Be Easy Wealth Builders

Finding a quality stock isn’t hard. Finding a true wealth-building name to own for the long haul, however, can be a different story. Not every leading company’s dominance is permanent, and not every business is future-proof. Just ask Kodak, MySpace, Pier 1 Imports, and Blockbuster! Here’s a closer look at three stocks that could be ...

Russ Cohen

Notable Friday Option Activity: AMD, ORCL, SOFI

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Advanced Micro Devices Inc (Symbol: AMD), where a total of 636,552 contracts have traded so far, representing approximately 63.7 million underlying shares. That amounts to about 125.3% of AMD’s average daily trading volume over the past month of ...