Articles for author: Russ Cohen

Russ Cohen

Overclocking Qualcomm: Rewiring the AI Compute Market

The semiconductor sector is notorious for punishing cyclicality. When global smartphone shipments stall or supply chains bottleneck, legacy chipmakers often bear the brunt of market anxiety. This dynamic has played out recently with , which has suffered a drawdown of more than 20% over the last 30 days. Much of this selling pressure stems from ...

Russ Cohen

How COO Is Riding Myopia and Fertility Trends Amid Execution Risks

The Cooper Companies, Inc. COO sits at the intersection of two durable healthcare trends: premium vision care and fertility demand. Its CooperVision business benefits from contact lens upgrades, while CooperSurgical gives it exposure to IVF and women’s health. The issue is execution. Long-term demand remains attractive, but Asia-Pacific softness, portfolio transitions, cost pressure and litigation ...

Russ Cohen

Kalshi’s Harrison Shows Where the Next AI Trade Is Heading

Listen to the audio version of this article (generated by AI). AI just joined the payroll. At Kalshi, the U.S.-regulated prediction-market platform where traders bet on real-world outcomes, an internal AI agent named Harrison is already performing work that looks a lot like analyst labor.  It tracks news, monitors competitors, recommends new markets, drafts contract ...

Russ Cohen

MSFT Suffers Historic June Rout as AI Spending Surges: What's Ahead?

Microsoft MSFT shares slid to a 52-week low of $349.20 on June 25, extending a decline tied largely to the scale of the company’s ongoing investment in artificial intelligence infrastructure. The selloff reflects continued investor scrutiny of capital spending set at roughly $190 billion for calendar 2026, directed mainly toward data centers, GPUs and the ...

Russ Cohen

Netflix Stock Is Trading Near a 52-Week Low. Is It Finally a Buy?

Key Points Netflix shares have fallen close to a 52-week low after a string of setbacks. The company expects its advertising revenue to roughly double again in 2026. The sell-off has pulled Netflix’s valuation down to its lowest level in years. 10 stocks we like better than Netflix › Shares of streaming giant Netflix (NASDAQ: ...

Russ Cohen

The AI Trade Has Three New Problems

SpaceX buyers underwater… Sanders goes nuclear on AI… Kashkari calls for a hike Listen to the audio version of this article (generated by AI). SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI investors Almost three weeks ago, we ...