Articles for author: Russ Cohen

Russ Cohen

The AI Platforms Are Real. The People Who Built Them Are Leaving.

Key Points Four top Alphabet engineers left the company on Aug. 5, and longtime OpenAI executive Brad Lightcap exited that company six days later. The hyperscalers’ AI backlogs are growing faster than ever as companies lock in commitments for cloud computing capacity. The companies that control the infrastructure and the applications will have a distinct ...

Russ Cohen

C.H. Robinson Worldwide Moves Up In Analyst Rankings, Passing Netflix

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, C.H. Robinson Worldwide, Inc. (Symbol: CHRW) has taken over the #80 spot from Netflix Inc (Symbol: NFLX), according to ETF Channel. Below is a chart of C.H. Robinson Worldwide, Inc. versus Netflix Inc plotting their respective rank ...

Russ Cohen

Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor

Listen to the audio version of this article (generated by AI). Editor’s Note: My Investorplace colleague Louis Navellier has been watching two very important trends collide: cooling inflation and a weakening labor market. And that could put the Federal Reserve in a very interesting position. Louis is joining us today to breake down the latest ...

Russ Cohen

Can Ford's Sub-$30K Fathom Succeed Where the F-150 Lightning Failed?

U.S. legacy automaker Ford F is planning to bring an affordable electric truck to the market by next year. The e-pickup is named “Fathom”, with a starting price of $28,350 that extends to $29,945 with destination and delivery charges. Built under Ford’s Universal Electric Vehicle (UEV) platform, the Fathom hits the sub-$30,000 mark the company ...

Russ Cohen

1 Stock to Buy for the AI Revolution

Listen to the audio version of this article (generated by AI). Tom Yeung here, with your Sunday Digest. Over the past several months, the most common question we’ve heard is this: Is it too late to buy AI stocks? You would be right to wonder. After all, most AI stock charts now look something like ...

Russ Cohen

Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative

Revenue, capacity expansion, and infrastructure orders are showing that real demand is starting to justify the spending Listen to the audio version of this article (generated by AI). Editor’s note: “Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative” was previously published in July 2026 with the title “The AI Capex Bear Case Just ...

Russ Cohen

AVEM, BABA, ASX, NTES: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $403.6 million dollar inflow — that’s a 1.7% increase week over week in outstanding units (from 279,900,000 to 284,600,000). Among the largest ...

Russ Cohen

MP Materials Just Signed a Secret Aerospace Deal. Here's Why It Matters.

Key Points MP Materials signed a significant long-term supply agreement with an unnamed U.S. aerospace and defense customer. The deal provides several benefits for the rare-earth company. It’s a continued validation of its growth strategy. 10 stocks we like better than MP Materials › MP Materials (NYSE: MP) recently announced it had signed a supply ...