Articles for author: Russ Cohen

Russ Cohen

This 150% Run Is Just the Beginning

Listen to the audio version of this article (generated by AI). The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis Navellier is positioning for the Warsh Era If you acted on our March 19 Digest and jumped into Intel ...

Russ Cohen

Bernstein Upgrades Advanced Micro Devices (AMD)

Fintel reports that on May 6, 2026, Bernstein upgraded their outlook for Advanced Micro Devices (NasdaqGS:AMD) from Market Perform to Outperform. Analyst Price Forecast Suggests 17.38% Downside As of April 28, 2026, the average one-year price target for Advanced Micro Devices is $293.51/share. The forecasts range from a low of $135.54 to a high of ...

Russ Cohen

Astera Labs Revenue Growth Keeps AI Infrastructure Bull Case Intact

is a nuts-and-bolts AI play gaining traction. While it doesn’t make GPUs, it does make the products that connect them, including critical timers, switches, and controllers that help eliminate data bottlenecks. Unlike other connectivity plays, this one focuses on what goes inside the server, and its products have advantages, as evidenced by the demand for ...

Russ Cohen

This Tiny AI Stock Exploded Higher … Here’s How to Spot the Next One

The biggest AI winners often start quietly before Wall Street catches on. Listen to the audio version of this article (generated by AI). Editor’s Note: For nearly five decades, my InvestorPlace colleague Louis Navellier has built his reputation around finding fundamentally strong growth stocks before Wall Street fully catches on. And lately, he’s been talking ...

Russ Cohen

Corning Stock Surges on Nvidia’s $500 Million Warrant Investment

Nvidia’s (NASDAQ:) $500 million direct warrant injection into Corning (NYSE:) unequivocally confirms that physical optical bandwidth operates as the definitive bottleneck for next-generation artificial intelligence (AI) processing. Silicon architecture and graphics processing units can only calculate data as fast as the physical infrastructure allows it to transfer. By weaponizing its accelerated Springboard plan to scale domestic ...

Russ Cohen

Record Earnings Expected in 2026 Q1

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total Q1 earnings for the 392 S&P 500 companies that have already reported results are up +21.7% from the ...

Russ Cohen

2 Temporary Disruptions Get Priced as Permanent at Chemed

What the Market Missed has returned roughly $400 to $500 million to shareholders every year for the past five years, combining buybacks with a quarterly dividend now running at $0.60 per share. Against a current market capitalization of approximately $5.7 billion, that capital return represents a 7 to 8% yield before any growth in the ...