Articles for author: Russ Cohen

Russ Cohen

Better ETF Buy Right Now: QQQ vs. SCHG

Key Points The Invesco QQQ ETF (QQQ) is one of the best-performing funds over the past couple of decades thanks to its heavy tech allocation. The Schwab U.S. Large-Cap Growth ETF (SCHG) takes more of a fundamentally guided approach to target growth stocks. SCHG’s more modest tech exposure and lower expense ratio gives it a ...

Russ Cohen

The US Cannabis Sector Is Nearing a Major Event

A major market-moving event for the US cannabis sector will arrive soon. We are referring to the upcoming administrative hearing to determine whether recreational marijuana will follow in the footsteps of medical marijuana and be moved from Schedule 1 to Schedule 3 under the Controlled Substances Act. The hearing will start on 29th June and ...

Russ Cohen

Hire the Bond King’s Heir for 15.8%, Paid Monthly

Remember Bill Gross? The financial media still quotes him here and there. Otherwise, he’s kicking around on X, tweeting a bit, looking (and flailing) to stay relevant. A far cry from his previous life! Bill Gross was the man who built PIMCO into the biggest bond shop on planet Earth. He’s kind of a quirky ...

Russ Cohen

CoreWeave Stock Tumbles 34% in a Year: What Should Investors Do Now?

The AI boom has created a new generation of infrastructure companies that power the massive computing demands of machine learning and generative AI. Among the most closely watched names is CoreWeave, Inc. CRWV, a specialized cloud provider that rents high-performance GPUs to AI developers and enterprises. Despite being positioned in one of the fastest-growing industries ...

Russ Cohen

When the Chips Are Down, The AI Tape Starts to Shake

The issue is that the AI story has become so crowded, so capital-hungry, and so aggressively priced that even believers are starting to ask if the market has already eaten too much of tomorrow’s meal. Takeaways • The failed bounce was the tell. This was not just another ugly tech session. It was the market ...

Russ Cohen

What You Need to Know Before the SpaceX IPO

In a few days, the most anticipated IPO in history begins trading. Even people who have never bought a stock are talking about it. Before you join them, it is worth slowing down: what does actually do, and does it make money? What are you really paying for at a $1.77 trillion valuation? And what ...

Russ Cohen

Billionaire Ray Dalio Just Warned of an AI Bubble, but His Top Stock Holdings Are in These 6 AI Names

Key Points Despite saying companies are overspending on artificial intelligence (AI), Dalio has big investments in cloud providers Amazon, Alphabet, and Microsoft. Dalio is also heavily invested in top AI infrastructure players like Nvidia, Broadcom, and Micron. 10 stocks we like better than Nvidia › Billionaire investor Ray Dalio of Bridgewater Associates runs the largest ...

Russ Cohen

From Stock Repurchases to AI Capex: The New Playbook for Corporate Cash

Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come, prompting asset allocators to rethink strategy Record-breaking IPOs and ambitious tech capex plans put the onus on the corporate world to absorb new equity hitting ...

Russ Cohen

Nvidia Still Has 40% Upside – Here’s the Math

Listen to the audio version of this article (generated by AI). Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first… As I worked through my inbox over coffee this past Saturday morning, one subject line caught my attention… I won’t repeat it verbatim – no ...

Russ Cohen

Crypto Winter Is Here: 3 Stocks To Put On Ice This Summer

Cryptocurrency markets began soaring following the 2024 U.S. presidential election, reaching new all-time highs in August 2025 as the crypto-friendly Trump administration began implementing policies. But this summer has been anything but sunny for crypto markets. Bitcoin has erased all its post-election gains over the last few weeks, dipping below the critical $60,000 level for ...