Articles for author: Russ Cohen

Russ Cohen

S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions

Key Points The Dow rose 0.7% midday while the S&P 500 climbed 0.6% and the Nasdaq gained just 0.1%. Oil dropped 4% to $95 per barrel on reports Pakistan is exploring U.S.-Iran peace negotiations with Chinese backing. Next week brings four more Magnificent 7 earnings reports as investors assess AI infrastructure costs. 10 stocks we ...

Russ Cohen

Is CART Stock Attractive After Strong Growth and Margin Pressure?

Maplebear Inc. CART, doing business as Instacart, presents a balanced investment setup after a quarter that mixed healthy marketplace growth with visible margin pressure. The stock’s current valuation partly reflects that tension. CART trades below its own historical sales multiple, but still at a premium to its sub-industry and sector, making execution increasingly important. CART ...

Russ Cohen

2 Vanguard Index Funds Are Crushing the S&P 500 This Year

Key Points Year to date, the Vanguard U.S. Momentum Factor ETF and the Vanguard Information Technology ETF have more than doubled the S&P 500’s return. The Vanguard U.S. Momentum Factor ETF is an actively-managed fund that provides exposure to stocks with strong recent performance. The Vanguard Information Technology ETF is a passively managed fund that ...

Russ Cohen

The Secret Behind Silicon Valley’s Biggest Fortunes

History’s biggest discoveries rarely happened where everyone else was searching. Investing may work the same way. Listen to the audio version of this article (generated by AI). The Greatest Discoveries Can Be Found Where No One Else Is Looking It was one of history’s great unsolved mysteries. For more than 500 years, no one knew ...

Russ Cohen

Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?

PulteGroup, Inc. PHM gave investors a mixed second-quarter readout. Earnings and revenues topped expectations, but both fell from the prior year as closings, pricing and margins weakened. The investment case now rests on balance. PHM offers capital returns, a solid balance sheet and modest price-target upside, but growth estimates and margins remain under pressure. PHM Beats ...

Russ Cohen

Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO

The buyout – not the public offering – is increasingly becoming the finish line. Here’s why that matters for investors… Listen to the audio version of this article (generated by AI). Editor’s Note: Yesterday, Luke Lango explained why he believes the next phase of the AI boom could reward a different kind of company. Today, ...

Russ Cohen

Alphabet Crushed Earnings, But One Number Spooked the Market

Alphabet (NASDAQ: GOOGL) delivered its Q2 2026 results after the close on Wednesday, and by almost any measure, it was an exceptional quarter. Revenue hit a record. Google Cloud growth accelerated to a pace nobody expected. Earnings per share nearly quadrupled. And yet the stock fell in after-hours trading and extended those losses before the ...

Russ Cohen

How to Get in Position Before the Next AI Megadeal

Silicon Valley’s richest companies are hunting for breakthroughs. Here’s how investors could benefit… Listen to the audio version of this article (generated by AI). The first phase of the AI boom rewarded the companies building the technology. Our technology expert Luke Lango thinks the next phase could reward the smaller companies those giants eventually decide ...