Articles for author: Russ Cohen

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 ...

Russ Cohen

One AI Deal Could Be Worth More Than a Portfolio Full of Stocks

The uneven mathematics behind Silicon Valley’s biggest fortunes — and how to follow the money… Listen to the audio version of this article (generated by AI). Editor’s Note: In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful acquisitions in ...

Russ Cohen

Crypto Market Update: Senate Republicans Release Updated CLARITY Act

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (July 22) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,826.33, down by 0.4 percent over the past 24 hours. Bitcoin price chart​ ...

Russ Cohen

The Ticker May Be Too Late for AI’s Next Great Winners

The biggest gains may form before an acquisition – or an IPO – ever reaches Wall Street Listen to the audio version of this article (generated by AI). Back in 1957, William Shockley should have owned the future. He had co-invented the transistor, won the Nobel Prize, and had eight of the brightest young engineers ...

Russ Cohen

The Most Obvious AI Company Nobody's Talking About

Key Points Qwen could become Alibaba’s biggest competitive advantage. Cloud, not commerce, may define Alibaba’s next decade. Management is steadily transforming the company into an AI infrastructure platform. 10 stocks we like better than Alibaba Group › Ask investors to name the biggest artificial intelligence (AI) companies in the world, and you’ll probably hear the ...

Russ Cohen

Market Indexes Sink as Oil Tops $100 Amid Rising AI Costs

Key Points The Nasdaq fell 2.6% mid-day while the S&P 500 dropped 1.4% and the Dow declined 1.0%. Alphabet dropped 7.0% despite 82% cloud revenue growth as negative free cash flow and raised capex guidance spooked investors. Brent crude briefly touched $100 per barrel on Red Sea tanker attacks. 10 stocks we like better than ...

Russ Cohen

Can Alphabet Set the Tone for Mag 7 Earnings?

Alphabet (GOOGL) reports earnings this afternoon, and expectations are high. Consensus estimates call for revenue of $101.28 billion, representing 23.9% year-over-year growth, and earnings of $2.87 per share, a 24.2% increase from the prior-year period. Last year marked a breakout period for Alphabet, as its vertically integrated ecosystem of proprietary hardware, software and large language ...

Russ Cohen

How to Get Ahead of the Next AI Megadeal

Let’s talk about this incredible shift we’re seeing in private-company valuations in recent years… Listen to the audio version of this article (generated by AI). I have said it before, and I will say it again: I do not buy IPOs (initial public offerings). That is why I warned investors to stay away from the ...