Articles for author: Russ Cohen

Russ Cohen

Micron Earnings: Blowout Quarter Raises the Bar for AI Memory Demand

On Wednesday, June 24th, after the market closed, (NASDAQ:) reported what could only be described as a blowout fiscal Q3 ’26, as revenue, operating income and EPS materially exceeded Street consensus. Actual revenue vs estimate was $41.5 bl versus the estimate of $35.4 billion for a 17% revenue “upside surprise”; Actual operating income was $33.7 ...

Russ Cohen

SpaceX Stock Climbed 23% in Its First Week of Trading. Here's Where the Stock Price Will Be 1 Year From Now, According to History.

Key Points Space Exploration Technologies (NASDAQ: SPCX) offered investors a historic moment this month. The company, more often known as SpaceX, completed the world’s biggest initial public offering and made it a key event for retail investors, earmarking about 20% of the shares for them — individuals like you and me. So, of course, all ...

Russ Cohen

Why the 60/40 Portfolio May Be Ready for a Comeback

In the late 1990’s there was always one or two financial press commentators, and even a few investment advisors suggesting that the 60% / 40% Barclays Aggregate (AGG) had outrun it’s usefulness, and suggested alternative allocations for investors. You are hearing the same thing today on a number of fronts from either investment advisors (and ...

Russ Cohen

S&P 500: Market Dispersion Rises as Technology Leadership Fades

It’s July, which means we’re in the heart of dance competition season. As a result, I’ll once again be traveling with my family to another obscure location for Nationals. While I’m incredibly proud of everything my daughter has accomplished, I’ve also come to appreciate that competitive dance may be one of the better money-making businesses ...

Russ Cohen

Why You Should Be Proud to Be an American Investor

While the rest of the world sends visitors here to have their minds blown by a Buc-ees, Louis Navellier is reminded of something he’s believed for 47 years. Listen to the audio version of this article (generated by AI). Editor’s Note: This Fourth of July marks the 250th anniversary of the United States — and ...

Russ Cohen

Cerebras Stock Is Up 11% Since Its IPO. Is It a Buy?

Key Points Cerebras (NASDAQ: CBRS), a producer of AI chips, went public at $185 per share on May 14. Its stock opened at $350, but it now trades at about $205. That’s still 11% above its IPO price, but investors who chased its post-IPO gains are now underwater. Let’s see why Cerebras’ stock fizzled out ...