Articles for author: Russ Cohen

Russ Cohen

Credo Technologies Paved a Path to a $300 Price Point

Credo Technologies stock price rally isn’t over yet, not by a long shot. The fiscal Q4 2026 release and 2027 guidance suggest this stock can easily reach $300 and continue rallying from there. Not only are its Active Electric Cables in high demand (critical for datacenter connectivity and networking), but the company’s optical portfolio has ...

Russ Cohen

Is Alibaba a Buy on AI and Cloud Upside Potential?

Key Points Despite reporting plummeting profitability in its recent fiscal fourth-quarter earnings report (for the period ended March 30), Alibaba (NYSE: BABA) shares jumped as investors were excited about the Chinese company’s artificial intelligence (AI) road map. The stock is now trading around breakeven on the year, as of this writing. Let’s dig into the ...

Russ Cohen

Has the Next Leg of the AI Trade Arrived?

Chinese tech stocks surge on reports Tencent is close to launching a WeChat AI assistant. The price action raises an interesting question: is the market beginning to shift its focus from AI infrastructure to AI adoption? Tencent AI assistant report coincides with China tech rally Investors may be looking beyond AI infrastructure Breakout attempt underway ...

Russ Cohen

Why 2026 Is a Year of Foundational Growth for Tesla

Key Points Everybody would like catalysts to appear sooner rather than later for their stocks, and that’s definitely the case with Tesla (NASDAQ: TSLA). Investors have waited for years for the robotaxi rollout, for the Optimus robot, for full self-driving (FSD) software revenue to take off, and for the Semi truck to begin production. The ...

Russ Cohen

Market Brief: AI Infrastructure Trade Is Due for a Pause

The AI infrastructure trade is moving from a capex-acceleration to a capex-digestion regime, in contrast to the prior 18 months where uncapped enterprise token consumption underwrote every upward revision. AI adoption in enterprise is usage-based, agentic, recursive, and easy to overconsume. Uber burned its entire 2026 AI coding budget in four months; Microsoft is cancelling ...

Russ Cohen

Why the Bullish Case Is Strengthening Across Multiple Market Indicators

Last month, several market indicators were sending cautionary signals. Since then, market conditions have improved considerably. Major indexes have continued to advance, market breadth has improved, and investors have increasingly shifted back toward economically sensitive and growth-oriented sectors. While the market is extended in the short term and could experience periodic pullbacks, the overall evidence ...

Russ Cohen

Greg Abel Just Dumped Amazon Stock. Here Are 5 Reasons to Buy It.

Key Points Amazon’s artificial intelligence (AI) business is growing rapidly, and it has many facets, including development tools and a chip business. E-commerce is still the core business, and Amazon is now the second-largest grocer in the U.S. Amazon is getty ready to launch Amazon Leo, a satellite broadband business. 10 stocks we like better ...