Articles for author: Russ Cohen

Russ Cohen

Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy?

Amazon AMZN and Alibaba Group BABA lead e-commerce on their continents, each evolving into cloud and AI powerhouses. Amazon dominates North American and international marketplaces, with Amazon Web Services (“AWS”) anchoring global cloud infrastructure. Alibaba, via Taobao and Tmall, remains China’s commerce backbone, with Alibaba Cloud as a regional AI leader. Both companies reported quarters ...

Russ Cohen

Warsh Puts a Rate Hike Back in Play

Listen to the audio version of this article (generated by AI). Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines to look past… and the plays underneath them Two weeks ago, we told you not to expect Fed Chair ...

Russ Cohen

Where the Smart Money Is Moving Next in the AI Boom

Listen to the audio version of this article (generated by AI). Every quarter, Wall Street looks closely at NVIDIA Corporation’s (NVDA) latest results for clues about where the artificial intelligence boom may be headed next. And on the latest earnings call, the company revealed something that caught my attention. Higher memory costs are reportedly forcing ...

Russ Cohen

Breakfast News: To Buy Nvidia or Not to Buy

Aug. 29, 2026 Motley Fool Rule Breakers first recommended Nvidia (NASDAQ: NVDA) at a split-adjusted price of $0.16 in April 2005. Our Breakers team recommended it again in 2009 at $0.39. Since then, we’ve made more than 30 investments and recommendations across The Motley Fool. Very few public companies deserve to be held for 20+ ...

Russ Cohen

Use This 2-Question Test to Find AI’s Next Winners

In the AI era, the biggest investing mistake may be assuming today’s leaders will still dominate tomorrow. Listen to the audio version of this article (generated by AI). Hello, Reader. If you were to compare human beings to companies, there aren’t many similarities to hang your hat on. For starters, we are, obviously, alive, and companies ...

Russ Cohen

Nvidia Just Revealed the Next Big AI Bottleneck

The AI Boom’s biggest profits keep moving down the supply chain and now we know where to look next Listen to the audio version of this article (generated by AI). On a plateau south of Bandung, in what is now Indonesia, Dutch planters spent decades cultivating a scrubby South American tree. It was called cinchona. ...

Russ Cohen

Peter Thiel's Fund Reported Zero Stocks for 2 Straight Quarters. Its $419 Million Comeback Put 72% Into Energy and Power.

Key Points Thiel Macro reported no U.S. long stock holdings for the quarters ended December 2025 and March 2026. The fund’s second-quarter filing lists eight positions worth a combined $418.7 million as of June 30. About 72% of the portfolio sits in energy and power companies, from regulated utilities to a nuclear reactor developer. These ...