Articles for author: Russ Cohen

Russ Cohen

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Elon Musk Is Expanding Tesla's Robotaxi Network Beyond Austin and Miami. Here's Why That's Important for the Future Success of the Stock.

Key Points Tesla (NASDAQ: TSLA) is not valued as a traditional automotive stock. Much of the company’s $1.1 trillion valuation is tied to future growth opportunities such as robotics and artificial intelligence. Robotaxis might be the company’s largest long-term opportunity, with some experts predicting this industry will one day be worth $10 trillion worldwide. Initially, ...

Russ Cohen

Market News

The Unknown Companies Behind Elon’s Next Big Project

Listen to the audio version of this article (generated by AI). One of history’s greatest achievements depended on suppliers no one would have guessed It was a life-or-death challenge. When NASA first aimed to land a person on the moon, they faced numerous challenges, but chief among them was how any person could survive for ...

Russ Cohen

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Greg Abel Has Kept 60% of Berkshire's $359 Billion Stock Portfolio in Just 5 Companies, Even After Eliminating 16 Other Positions in His First Quarter. Is That Concentration a Risk for Shareholders?

Key Points Berkshire Hathaway’s positions in Apple, American Express, Alphabet, Bank of America, and Coca-Cola make up 60% of its overall stock portfolio. Don’t blame this on Abel, as this high concentration is largely the product of Buffett’s American Express and Coca-Cola investments compounding over the decades. Moreover, downside risk from steep losses in the ...

Russ Cohen

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Nvidia May Have Just Eliminated Its Biggest Risk

Key Points Nvidia (NASDAQ:NVDA) has been the artificial intelligence (AI) chip leader since the earliest days of this technology boom. This is because the company wisely chose to tailor its graphics processing units (GPUs) to the needs of AI early on — and it’s steadily innovated to remain in the lead. Still, Nvidia isn’t alone ...

Russ Cohen

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Marvell (MRVL) Stock Falls 10% After Q2 Earnings: Buy the Dip?

Marvell Technology MRVL) shares fell 10% in Friday’s trading session despite the AI chip leader posting record Q2 results yesterday evening and raising its longer-term outlook. The sharp sell-off suggests investors wanted an even bigger beat following MRVL’s tremendous AI-fueled rally rather than signaling a meaningful deterioration in the company’s fundamentals. With data-center demand accelerating ...

Russ Cohen

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AMD and INTC Are 2 AI Semiconductor Behemoths Ahead of NVDA in 2026

The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding the scope of AI infrastructure providers in the physical layer across industries. In line with this trend, Advanced Micro Devices Inc. AMD and Intel Corp. INTC are two ...

Russ Cohen

Blockchain

Crypto Market Update: US$6.4 Billion in Bitcoin Options Set to Expire

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 Friday (August 28) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$79,292.20, down by 1.1 percent over the past 24 hours. Bitcoin price chart​ ...