Articles for author: Russ Cohen

Russ Cohen

Tesla's Robotaxi Just Launched in Miami — Its First City Outside Texas and California. Can It Rescue the Stock?

Key Points Tesla’s Robotaxi service began carrying riders in Miami on Friday, its first market outside Texas and California. Tesla’s own roadmap lists Orlando, Tampa, Phoenix, and Las Vegas as the next markets in preparation. Shares jumped almost 7% on Monday. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) ...

Russ Cohen

Token Unmaxxing: AI’s Price War Is Starting to Reshape the Trade

The issue is not that demand for AI is evaporating. It is that the price of intelligence is beginning to fall faster than many investors expected. Takeaways Token demand is not the same thing as token pricing power. AI usage can keep compounding while realised spend per token falls under free credits, aggressive discounting, smarter ...

Russ Cohen

IWF, XLPX: Big ETF Outflows

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares Russell 1000 Growth ETF, where 59,200,000 units were destroyed, or a 5.4% decrease week over week. Among the largest underlying components of IWF, in morning trading today Nvidia is up ...

Russ Cohen

Why This AI Drawdown Shouldn’t Rattle You

Listen to the audio version of this article (generated by AI). Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains Another day, another wobble in the AI trade… As I write on Tuesday, South Korea’s Kospi just closed down ...

Russ Cohen

Is the SpaceX IPO Officially Overhyped?

Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) (SpaceX) initial public offering (IPO) was undoubtedly the most hyped IPO in recent stock market memory. It didn’t disappoint, either, setting the record for the largest IPO in stock market history, with an initial valuation of around $1.77 trillion. Now, it’s valued at over $2.1 trillion as of ...

Russ Cohen

Palantir’s CEO Just Called Out OpenAI and Anthropic

is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g., , ), Palantir had been pulling its punches. That changed in a recent interview that Palantir co-founder and CEO Alex Karp gave to CNBC. In the interview, Karp said what the company’s business model has ...

Russ Cohen

Is ESNT Stock a Buy at 1.04 Times Book With Mixed Near-Term Risks?

Essent Group Ltd. ESNT sits between mortgage credit, housing affordability and capital discipline. The stock’s appeal is less about momentum and more about valuation and balance-sheet protection. The debate is whether those supports are enough while rates, affordability pressure and reserve needs limit near-term growth. Why ESNT Looks Inexpensive ESNT trades at 1.04X trailing 12-month ...

Russ Cohen

4 Signs a Company Is About to Be Destroyed by AI

Jonathan Rose found all of them in 14 major stocks. Here’s what to avoid – and where the money is going instead. Listen to the audio version of this article (generated by AI). Editor’s Note: One thing I’ve learned over the years is that markets often give you clues before a big change takes place. ...