Articles for author: Russ Cohen

Russ Cohen

Tesla Rides Tightening Global Emission Standards for EV Thrust

Tesla, Inc. TSLA is well-positioned to capitalize on the global shift toward cleaner transportation as governments across major economies tighten vehicle emissions standards. Stricter carbon regulations are compelling automakers to accelerate electric vehicle (EV) production and expand model offerings. This has helped Tesla, one of the world’s leading pure-play EV manufacturers, carve out a niche ...

Russ Cohen

If I Could Own Only 1 Stock, This Would Be My Choice

Key Points If I could own only one stock, my choice would be Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). The reason is simple: It’s the most complete artificial intelligence (AI) company, with multiple advantages built in, and I think it can win whether AI infrastructure spending continues to rise or levels off. Alphabet’s biggest edge is ...

Russ Cohen

Is VICR Stock Still Worth Buying After Its Big AI-Fueled Run?

Vicor VICR has become one of the more dramatic AI infrastructure stories in the power-components space. The stock’s surge reflects better demand, stronger backlog and improving earnings trends.  The question is no longer whether the business has momentum. It is whether the stock still offers enough room for new buyers after a major rerating. VICR’s ...

Russ Cohen

Can Oracle's Database Business Sustain Long-Term Margins?

Oracle‘s ORCL database business notched its strongest growth signal yet in the fourth quarter of fiscal 2026, with the Oracle Multicloud AI Database expanding 404% year over year, a pace the company itself flagged as its fastest-growing business ever. The momentum builds on a series of product moves through mid-2026, including the rollout of Oracle ...

Russ Cohen

New York Bans New Data Centers

Listen to the audio version of this article (generated by AI). Albany pulls the plug… Ford’s “AI Boomerang” in jobs… a margin-debt flashing light… why we’re not worried about the AI trade yet… and how to trade either way Yesterday, New York Governor Kathy Hochul signed an executive order barring construction of new large-scale data ...

Russ Cohen

Before You Buy the Dip, Check the Calendar

Seasonality research suggests some AI stocks have historically better buying windows than others… Listen to the audio version of this article (generated by AI). Editor’s Note: Memory and data storage stocks have dominated the AI market for the past few years, achieving such huge gains that many investors wonder whether there’s still money to be ...

Russ Cohen

8 Undervalued Stocks That Fit Warren Buffett’s Value Investing Playbook

Warren Buffett has issued another warning, stating that the markets are dominated by speculation. However, solid value opportunities can be identified with the right tools. Discover eight opportunities that even Buffett himself wouldn’t turn down. Legendary investor Warren Buffett may have stepped down as CEO of Berkshire Hathaway last year, but his views on markets ...