Articles for author: Russ Cohen

Russ Cohen

Volkswagen’s 16-Year Low Masks a Massive Margin Engine

Markets rarely misprice $360 billion global conglomerates. When they do, though, it’s wise to pay attention. Investors screening for European automotive equities right now are staring at a bloodbath, and is sitting at the epicenter. Trading near $8.40, Volkswagen is grinding against a 16-year low, having shed more than 31% of its value since the ...

Russ Cohen

Meet the ETF That Beat the S&P 500 for Over 20 Years — and History Suggests It's Ready to Pop Again

Key Points The S&P 500 (SNPINDEX: ^GSPC) is a powerhouse index, with decades of history surviving even the worst bear markets, crashes, and recessions. It’s also a market-cap-weighted index, meaning larger stocks are weighted more heavily within the portfolio. That isn’t necessarily a bad thing, as large companies often add more stability to the index. ...

Russ Cohen

Overclocking Qualcomm: Rewiring the AI Compute Market

The semiconductor sector is notorious for punishing cyclicality. When global smartphone shipments stall or supply chains bottleneck, legacy chipmakers often bear the brunt of market anxiety. This dynamic has played out recently with , which has suffered a drawdown of more than 20% over the last 30 days. Much of this selling pressure stems from ...

Russ Cohen

How COO Is Riding Myopia and Fertility Trends Amid Execution Risks

The Cooper Companies, Inc. COO sits at the intersection of two durable healthcare trends: premium vision care and fertility demand. Its CooperVision business benefits from contact lens upgrades, while CooperSurgical gives it exposure to IVF and women’s health. The issue is execution. Long-term demand remains attractive, but Asia-Pacific softness, portfolio transitions, cost pressure and litigation ...

Russ Cohen

Kalshi’s Harrison Shows Where the Next AI Trade Is Heading

Listen to the audio version of this article (generated by AI). AI just joined the payroll. At Kalshi, the U.S.-regulated prediction-market platform where traders bet on real-world outcomes, an internal AI agent named Harrison is already performing work that looks a lot like analyst labor.  It tracks news, monitors competitors, recommends new markets, drafts contract ...

Russ Cohen

MSFT Suffers Historic June Rout as AI Spending Surges: What's Ahead?

Microsoft MSFT shares slid to a 52-week low of $349.20 on June 25, extending a decline tied largely to the scale of the company’s ongoing investment in artificial intelligence infrastructure. The selloff reflects continued investor scrutiny of capital spending set at roughly $190 billion for calendar 2026, directed mainly toward data centers, GPUs and the ...

Russ Cohen

Netflix Stock Is Trading Near a 52-Week Low. Is It Finally a Buy?

Key Points Netflix shares have fallen close to a 52-week low after a string of setbacks. The company expects its advertising revenue to roughly double again in 2026. The sell-off has pulled Netflix’s valuation down to its lowest level in years. 10 stocks we like better than Netflix › Shares of streaming giant Netflix (NASDAQ: ...