Articles for author: Russ Cohen

Russ Cohen

Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?

PulteGroup, Inc. PHM gave investors a mixed second-quarter readout. Earnings and revenues topped expectations, but both fell from the prior year as closings, pricing and margins weakened. The investment case now rests on balance. PHM offers capital returns, a solid balance sheet and modest price-target upside, but growth estimates and margins remain under pressure. PHM Beats ...

Russ Cohen

Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO

The buyout – not the public offering – is increasingly becoming the finish line. Here’s why that matters for investors… Listen to the audio version of this article (generated by AI). Editor’s Note: Yesterday, Luke Lango explained why he believes the next phase of the AI boom could reward a different kind of company. Today, ...

Russ Cohen

Alphabet Crushed Earnings, But One Number Spooked the Market

Alphabet (NASDAQ: GOOGL) delivered its Q2 2026 results after the close on Wednesday, and by almost any measure, it was an exceptional quarter. Revenue hit a record. Google Cloud growth accelerated to a pace nobody expected. Earnings per share nearly quadrupled. And yet the stock fell in after-hours trading and extended those losses before the ...

Russ Cohen

How to Get in Position Before the Next AI Megadeal

Silicon Valley’s richest companies are hunting for breakthroughs. Here’s how investors could benefit… Listen to the audio version of this article (generated by AI). The first phase of the AI boom rewarded the companies building the technology. Our technology expert Luke Lango thinks the next phase could reward the smaller companies those giants eventually decide ...

Russ Cohen

One AI Deal Could Be Worth More Than a Portfolio Full of Stocks

The uneven mathematics behind Silicon Valley’s biggest fortunes — and how to follow the money… Listen to the audio version of this article (generated by AI). Editor’s Note: In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful acquisitions in ...

Russ Cohen

Crypto Market Update: Senate Republicans Release Updated CLARITY Act

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (July 22) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,826.33, down by 0.4 percent over the past 24 hours. Bitcoin price chart​ ...