Articles for author: Russ Cohen

Russ Cohen

Elon’s New AI Master Plan Needs These Companies

Tesla, SpaceX, xAI… Luke Lango studied them all. What he found points to a far bigger opportunity. Editor’s Note: Elon Musk has big new plans for a major part of the AI industry. It’s the sort of epic strategic shift we’ve gotten used to from Musk. And if it works, early investors stand to make ...

Russ Cohen

Tesla Just Put Physical AI In the Driver’s Seat

As intelligence moves into cars, robots, and factories, a new supply-chain opportunity is forming underneath the headline brands Listen to the audio version of this article (generated by AI). When Tesla (TSLA) first put Grok in its cars last summer, the tech press wasn’t impressed. The AI could chat. It could answer trivia. It could ...

Russ Cohen

Alibaba Is Selling $10.2 Billion of Stock to Fund AI. Alphabet and Intel Went First.

Key Points Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026’s third-largest primary follow-on offering, behind Alphabet’s $84.75 billion equity program and Intel’s $20 billion sale. Alibaba’s free cash flow was ...

Russ Cohen

Cathie Wood's Ark Has Delivered Just a 13.8% Annualized Return Since 2014, Roughly Matching the S&P 500. Should You Trust Her Bold Predictions for 2030?

Key Points Since its launch, Cathie Wood’s Ark Innovation ETF has performed roughly in line with the S&P 500. Wood and Ark Invest are known for making eye-catching forecasts. Wood has some clear misses in her forecasting history, but investors should approach the targets on an individual basis. 10 stocks we like better than Ark ...

Russ Cohen

The Mispriced Winner of the AI Boom

Listen to the audio version of this article (generated by AI). Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke Lango is hunting One week ago, Nvidia (NVDA) delivered a blowout earnings report, punctuated by guidance calling for another ...

Russ Cohen

If Elon Musk Puts Data Centers in Space, Here’s Who Gets Paid

The offshore oil boom offers a clue about where some of the biggest gains could go… Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague, InvestorPlace Senior Investment Analyst Luke Lango, has spent months studying what Elon Musk is building across Tesla, SpaceX, xAI, and the rest of his ...