Articles for author: Russ Cohen

Russ Cohen

CHAOS Economics Is No Longer a Theory

AI job displacement and dollar devaluation are already reshaping markets in real time Not long ago, I introduced you to what I call CHAOS Economics: the Currency Hollowing And Overautomation Spiral.  It’s the theory that two powerful forces – dollar devaluation and AI-driven job loss – are on a collision course that could hollow out ...

Russ Cohen

Why is Tesla Buying $2.9B Solar Equipment From China Now?

Tesla, Inc. TSLA is reportedly negotiating a $2.9 billion deal to acquire solar manufacturing equipment from Chinese suppliers, including Suzhou Maxwell Technologies, the world’s leading maker of screen-printing tools for solar cells. Per Reuters, deliveries could begin before autumn, with the equipment headed to Texas to support Tesla’s next phase of U.S.-based solar production. This ...

Russ Cohen

Alibaba's Q3 Earnings Disappoint: Time to Hold or Fold the Stock?

Alibaba Group‘s BABA third-quarter fiscal 2026 results painted a troubling picture for investors hoping the Chinese tech giant’s transformation story would finally deliver. The company missed on both top and bottom lines, with revenues of approximately $40.7 billion falling 1.95% short of the Zacks Consensus Estimate and non-GAAP diluted earnings of $1.01 per ADS missing ...

Russ Cohen

Is Tutor Perini (TPC) a Buy as Wall Street Analysts Look Optimistic?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Tutor Perini (TPC) before ...

Russ Cohen

Got $5,000? 2 Stocks the Fed's Rate Decision Just Made More Attractive

Key Points Alphabet’s massive liquidity and role in AI positions it well to make productivity gains without worrying about interest rates. AI investment helps boost Amazon’s productivity in both its cloud and e-commerce segments. 10 stocks we like better than Alphabet › Stock investors tend to think that lower interest rates translate into higher stock ...

Russ Cohen

The Scrappy $949 GPU Taking Aim at Nvidia's Grip on Local AI

Key Points The Arc Pro B70 comes with 32GB or RAM, enabling smaller AI models to run locally. It compares favorably with products from Nvidia and AMD, and it’s much cheaper at $949. If AI workloads move away from mega data centers, Intel is well positioned to benefit. 10 stocks we like better than Intel ...

Russ Cohen

Prediction: This Will Be Nvidia's Stock Price 3 Years From Now

Key Points Nvidia (NASDAQ: NVDA) is the world’s largest company and has risen to this position at an unbelievable pace, but it’s far from done growing. Nvidia is one of the primary benefactors of the artificial intelligence (AI) arms race because its GPUs have become the standard computing unit that many AI companies have built ...