Articles for author: Russ Cohen

Russ Cohen

Billionaire Bill Ackman Has 10.5% of His $19.5 Billion Portfolio in Amazon. What's the Thesis Behind Pershing Square's Bet?

Key Points Pershing Square (NYSE: PS), the company headed by high-profile investor Bill Ackman, has emerged as one of the largest corporate bulls on Amazon (NASDAQ: AMZN). Despite recently trimming its stake in the monster retailer as part of a portfolio reallocation, Pershing still holds nearly 8.6 million shares of the company. According to Pershing’s ...

Russ Cohen

PCE Runs Hotter-Than-Expected – Time for a Hike?

Listen to the audio version of this article (generated by AI). The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings? The July Personal Consumption Expenditures (PCE) price index report dropped this morning, coming in a touch hotter than Wall Street wanted. Headline PCE rose 0.2% in July, holding the 12-month ...

Russ Cohen

Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?

Outside of Nvidia NVDA), Marvell Technology MRVL) will provide the semiconductor market’s most closely watched earnings report this week when it posts Q2 results after the closing bell on Thursday, August 27. Marvell has become a prime beneficiary of the AI infrastructure boom through custom AI silicon, optical interconnects, and Ethernet switching, with hyperscale relationships ...

Russ Cohen

How the AI Boom Ends

Listen to the audio version of this article (generated by AI). Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test Below is a chart that bears have been circulating recently. It shows AI token prices collapsing – roundtripping from a ...

Russ Cohen

Prediction: Solana (SOL) Will Be Worth $200 in 2 Years

Key Points Solana‘s (CRYPTO: SOL) price hit an all-time high of $293.31 on Jan. 18, 2025. But today, it trades at about $77. Along with other cryptocurrencies, Solana slumped over the past year as fears of interest rate hikes drove investors toward more conservative investments. However, I believe a few catalysts could drive Solana’s price ...

Russ Cohen

SLSN's Earnings Break-Even in Q2, High Operating Costs Hurt

Shares of Solesence, Inc. SLSN have gained 6.5% since the company reported its earnings for the quarter ended June 30, 2026. This compares with the S&P 500 index’s 0.2% decline over the same time frame. Over the past month, the stock has gained 1.5% compared with the S&P 500’s 3.7% increase. Solesence reported second-quarter 2026 ...

Russ Cohen

How to Use the AI Selloff to Your Advantage

Yesterday’s selloff masked a powerful demand signal – and a chance to make sure you own the right names in the right amounts… Listen to the audio version of this article (generated by AI). Editor’s Note: Yesterday’s selloff is a useful reminder that even when the long-term AI story remains intact, good stocks can still ...