Articles for author: Russ Cohen

Russ Cohen

Is the Slide in Netflix Stock a Buying Opportunity?

Key Points Netflix shares fell after investors were disappointed that the company didn’t increase guidance. The video streaming giant is slowly turning from a high-growth company into a cable-like utility. 10 stocks we like better than Netflix › The share price of Netflix (NASDAQ: NFLX) sank despite the video streaming company reporting strong first-quarter results, ...

Russ Cohen

Oracle Is All-In on AI, and That’s Exactly the Problem

Hello, Reader. Oracle Corp. (ORCL) seems to be “blessed by the Fates” this week. The stock jumped 13% on Monday and more than 4% on Tuesday, helped by a broader, short-lived rally in software stocks and a new deal with Bloom Energy Corp. (BE), which sent that stock up 22%. Building on an existing partnership, ...

Russ Cohen

Casey’s General Stores: Is a Stock Split on the Horizon?

has made no official comment on stock splits, choosing instead to focus on its growth, financial health, cash flow, and capital returns. However, the case for a split is getting stronger by the quarter. Casey’s stock price has increased by 45% since the start of 2026 and 260% over the past five years, and is ...

Russ Cohen

Ford Stock in 10 Years: Where Will It Be?

Key Points Ford’s position as a legacy business in a mature industry means that its growth will remain extremely low in the long run. Ten years from now, this company will still face intense competition, and demand will keep fluctuating with the broader economy. Despite the potential for small profit gains, investors doubt that this ...

Russ Cohen

The Biggest AI Story You Missed

Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy bull topped out?.. where Eric Fry is finding opportunity Last week, Anthropic – the AI company behind Claude – accidentally left a cache of unpublished documents in a publicly accessible ...

Russ Cohen

Tech Sector: Creative Destruction Is Speeding Up With AI Shift

We lowered the and sectors from overweight to market weight on December 7, 2025. We did so because the two sectors together accounted for 45% of the ’s market capitalization (chart). We were also concerned about the mounting uncertainties regarding the rate of return on hyperscalers’ massive AI investments. Since then, investors have concluded that ...

Russ Cohen

3 Energy Stocks to Buy Now

Well, folks, it looks like the two-week ceasefire that started last week is already falling apart. This morning, President Trump ordered the U.S. Navy to blockade the Strait of Hormuz after peace talks with Iran failed to produce results over the weekend. The ultimate goal is to increase pressure on Iran to reopen the critical ...

Russ Cohen

Boeing, IBM Earnings: Production Gains Show as AI Commentary Falls Short

Boeing (NYSE:) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline manufacturers across the globe (AirBus being the other), reported their Q1 ’26 financial results on Wednesday morning, April 22nd, 2026, and while the results weren’t great, the results do indicate Boeing is slowly moving forward ...

Russ Cohen

Microsoft's AI Data Center Push: Growth Engine or Capex Trap?

Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, further expanding an already formidable infrastructure footprint. The scale of ...