Articles for author: Russ Cohen

Russ Cohen

Uber and Lyft Earnings: How Have Expectations Evolved?

There are many notable ‘duos’ in the market, a list that includes Uber Technologies UBER and Lyft LYFT. Both companies facilitate the same type of service, though UBER’s reach does extend to food delivery and others as well. Both companies will soon deliver quarterly results, with each on the reporting docket this week. How do ...

Russ Cohen

Missed the Mag 7 Gains? Here’s Your Second Chance

The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the market. Hello, Reader. Hollywood loves a “second chance” story. It’s no surprise that It’s a Wonderful Life ranks No. 1 on the American Film Institute’s 100 YEARS…100 CHEERS list of ...

Russ Cohen

GameStop’s eBay Gamble: Bold Move or Balance Sheet Disaster?

Once a struggling brick-and-mortar retailer, is now swinging for a much bigger stage. GameStop CEO Ryan Cohen made his move, announcing the intended acquisition of , but now faces many challenges. The primary challenge is execution, as integrating the two platforms will not be easy. The real question is whether eBay accepts the offer or ...

Russ Cohen

3 Stocks to Sell Before May 19

Every so often, a single day changes the course of technological progress. For example… October 1, 1908: Ford Motor Co. (F) introduced the Model T. October 26, 1958: Pan Am’s Boeing 707 completed the first scheduled transatlantic jet service from New York to Paris. January 9, 2007: Steve Jobs walked onstage and introduced the iPhone. ...

Russ Cohen

Warren Buffett: 3 Investment Metrics to Distinguish Value From Hype

At his May 3–4, 2026 shareholder meeting in Omaha, Warren Buffett described modern financial markets as a “church with a casino attached”, a characterization that landed with more analytical precision than philosophical flourish. With the holding nearr 4.3% and speculative trading in zero-day options and leveraged ETFs reaching record volumes, the cost of owning hype ...

Russ Cohen

$725 Billion and Counting: Why the AI Gusher Is Just Getting Started

The Mag 7 just committed $725 billion to AI. Here’s where the downstream money flows… and which stocks are still undervalued. Somewhere around 1910, a self-taught geologist named Patillo Higgins lost almost everything betting on oil near Beaumont, Texas. The locals thought he was nothing more than a crank using shoddy drilling equipment to extract ...