Articles for author: Russ Cohen

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 ...

Russ Cohen

ASML Stock: Monopoly Position and Strong Q2 Results Fuel Rally

ASML (NASDAQ:) holds a monopoly on foundational AI technology, making it the most structurally sound tech investment you can own. Its Extreme Ultraviolet (EUV) lithography machines are the only ones capable of printing AI-capable circuitry, and they are in high demand. Evidence of its strength was seen in the company’s Q2 results and guidance update, released ...

Russ Cohen

Dow Jones Stays Calm While Memory Chips Give Investors Whiplash (Again)

Key Points Wholesale prices fell 0.3% in June, the first monthly decline since August 2025. Warren Buffett told CNBC it’s “tough to find values when everybody is preferring gambling.” SK Hynix plunged 13.2% on Wednesday, erasing most of Tuesday’s 18.5% surge. 10 stocks we like better than NASDAQ Composite Index › Investors woke up feeling ...

Russ Cohen

BDL vs. PTLO: Which Restaurant Stock Is the Better Long-Term Buy?

Restaurant companies continue to operate amid evolving consumer preferences, inflationary cost pressures and increasing demand for convenient dining options. Against this backdrop, Flanigan’s Enterprises, Inc. BDL and Portillo’s Inc. PTLO are two restaurant operators serving customers through distinct dining concepts. BDL operates casual dining restaurants, sports bars and package liquor stores under the Flanigan’s Seafood ...