Articles for author: Russ Cohen

Russ Cohen

The One Word That Predicts Which Companies Win

In the AI era, the biggest investing mistake may be assuming today’s leaders will still dominate tomorrow. Listen to the audio version of this article (generated by AI). Hello, Reader. If you were to compare human beings to companies, there aren’t many similarities to hang your hat on. For starters, we are, obviously, alive, and ...

Russ Cohen

What to Expect From Q2 Earnings as Tech Strength Broadens

The Q1 2026 earnings reporting season is wrapped up, leaving investors wondering what will happen in Q2. With the season scheduled to heat up by mid-July, the signs point to another quarter of strength. The result for Q1 was nearly 29% earnings growth among companies, well above the forecast at the start of the season. ...

Russ Cohen

Adobe Enters Bullish Reversal Area Amid AI Disruption Fears

While stole the show last week with the biggest IPO in history, Adobe (NASDAQ:) found itself on the opposite side of market sentiment. The illustration and design software company lost another 19% of its market value last week despite beating estimates and raising its outlook for the year. What investors focused on instead, and punished ...

Russ Cohen

The Agentic AI Tax: Who Pays and Who Profits

Listen to the audio version of this article (generated by AI). Editor’s note: “The Agentic AI Tax: Who Pays and Who Profits” was previously published in May 2026 with the title, “Why the Smartest AI Investors Are Ignoring the Model Race.” It has since been updated to include the most relevant information available. The dot-com ...

Russ Cohen

SpaceX Clears the Tower as Dark Market Flows Point to Pay Dirt

The Musk premium remains the most expensive gravity-defying instrument on the board. Takeaways • did not just open for trading. It opened a new pressure chamber for markets, where scarcity, index demand, retail heat, sovereign money, and Musk mythology all collided on the same launch pad. • The first day pop was not only about ...

Russ Cohen

FOX CORPORATION TO ACQUIRE ROKU, INC.

FOX CORPORATION TO ACQUIRE ROKU, INC. – Fox (NASDAQ:FOX), Fox (NASDAQ:FOXA) – Benzinga Combination Creates a Scaled Media and Technology Platform with Superior Reach, Engagement and Monetization Capability Unites FOX’s Premium Live Content with Roku’s Leading Streaming Platform Reaching Over 100 Million Households Combined Company to Have One of the Largest Streaming Businesses in the ...

Russ Cohen

Bull Market Resets Look Like This

Long before the June 5th, Friday “extraordinary” down day, we were preparing to identify “bull market reset patterns” that occur when leading sectors stumble. As it turned out, the beginning of the reset wasn’t hard to identify. The market had one of the largest down days it has had in months. The leading sector, semiconductors ...