Articles for author: Russ Cohen

Russ Cohen

The AI Story Is Changing – And So Will the Market Leaders

Over the years, smart investors have learned to pay close attention when NVIDIA Corp. (NVDA) CEO Jensen Huang steps onto a stage. Much like Steve Jobs in his prime at Apple Inc. (AAPL), Huang has a rare ability to see where technology is headed and explain it in a way that captures the market’s imagination. ...

Russ Cohen

Bull of the Day: Bloom Energy (BE)

Bloom Energy: An Innovative Clean Energy Provider Bloom Energy (BE) is a clean-energy/fuel-cell provider that designs, manufactures, and installs solid-oxide fuel cell (SOFC) systems that generate electricity on-site. The Zacks Rank #1 (Strong Buy) company is best known for its energy servers, called “Bloom Boxes.” Unlike traditional power plants that burn fuel to create steam ...

Russ Cohen

Bespoke Co-Founder Reveals His “Triple Play” Stocks

The Strait of Hormuz was reopened on Friday, signaling that negotiations with Iran were going well. This news sent the S&P 500 up 1.1%, the NASDAQ climbing 1.4% and the Dow jumping 1.8%, and each closed the week at all-time highs. But that optimism didn’t last long. Stocks began to fall this morning when traffic ...

Russ Cohen

This 7.8% Payer Is Our Play on the ’Software Apocalypse’

The time has come to make a move on this software-stock selloff. And we’re going to use (our favorite income plays, closed-end funds (CEFs), to do it. That’s because the story here—that AI is going to harm the sector, cost jobs and hurt the economy as a whole—is the opposite of what’s really happening on ...

Russ Cohen

BDCs: Not All Yield Is Created Equal

Gated funds, collateral fraud, and auto-sector defaults are giving investors in private credit funds and their stock-market equivalents, business development corporations (BDCs), a headache. We have discussed the recent woes of private credit funds (, ), yet we haven’t addressed BDCs. The similarities and differences between private credit funds and BDCs are important. For instance, ...

Russ Cohen

Here’s How to Pivot From EV Headwinds to Robotics Tailwinds

We’re putting Tesla’s upcoming earnings in focus as competition rises. Hello, Reader. “Beware the Ides of March” is a well-known warning from Shakespeare’s Julius Caesar – in which a seer delivers the infamous warning to the Roman emperor before his assassination. It is often used to symbolize a day of doom or inevitable misfortune. I’m ...

Russ Cohen

Netflix's Engagement Momentum Builds: Is Growth Sustainable?

Netflix’s NFLX engagement momentum is strengthening, raising confidence in the sustainability of its growth. The company reported a record high in its primary engagement quality metric in the first quarter of 2026, indicating users are increasingly satisfied with the content experience. This is critical, as stronger engagement directly improves retention — driving repeat viewing, reducing ...