Articles for author: Russ Cohen

Russ Cohen

The Backlash to “Train Your Replacement” Begins

Listen to the audio version of this article (generated by AI). The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull run… Eric Fry with where the smart money goes now… make money before 2028 The layoff itself wasn’t all ...

Russ Cohen

AI Isn’t Done, but the Leaders Might Be

Listen to the audio version of this article (generated by AI). Editor’s Note: 🔊 Prefer to listen? You can now listen to today’s issue. Click the play button above. Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My colleague ...

Russ Cohen

Noteworthy ETF Inflows: SNPE, NVDA, AAPL, MSFT

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Xtrackers S&P 500 ESG ETF (Symbol: SNPE) where we have detected an approximate $407.2 million dollar inflow — that’s a 15.4% increase week over week in outstanding units (from 40,300,001 to 46,500,001). Among the largest ...

Russ Cohen

onsemi Stock Dips After Earnings: Why the Dip Is Buyable

’s price action surged in April as signs of broad-based improvement in industrial semiconductor demand gripped the market. The move raises red flags, as its parabolic advance is unsustainable unless, of course, there are forces supporting it. In this case, onsemi has numerous factors working in its favor, pointing not only to fresh highs but ...