Articles for author: Russ Cohen

Russ Cohen

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Billionaire Investor David Tepper Recently Dumped Appaloosa Management's Stake in Sandisk and Initiated a New Position In a Stock That Some Wall Street Experts Think Could Eventually Be Worth $10 Trillion

Key Points David Tepper ran Appaloosa Management for over 25 years, generating spectacular returns. Now, the billionaire runs Appaloosa as a family office. Tepper sold Sandisk, a memory maker, which was a multibagger in the second quarter alone. Tepper also took a new position in a stock generating quite a lot of buzz in the ...

Russ Cohen

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Is Colgate Stock a Buy as Growth Improves but Valuation Stays Rich?

Colgate-Palmolive Company CL enters the second half of 2026 with better operating momentum. Volumes are improving, margins have held up better than expected and management lifted its Base Business earnings outlook. The restraint is valuation. CL still trades above its sub-industry, sector and the broader market, while weakness in North America leaves less room for ...

Russ Cohen

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SPOT Gains 12.5% in a Month as Growth Strength Meets Valuation Risk

Spotify Technology S.A. SPOT shares have gained 12.5% over the past four weeks, renewing attention on whether improving operating performance can support further upside. A record gross margin, subscriber growth and better monetization strengthen the fundamental case. Still, a premium valuation, softer estimate revisions and planned reinvestment leave little room for execution slippage. SPOT’s Profit ...

Russ Cohen

Market News

That AI Breakthrough That Is Still Coming

Listen to the audio version of this article (generated by AI). Don’t make this mistake when investing in the AI Revolution Can you guess which technology this quote from The Washington Post refers to? “The discovery and perfection of XXX is so important, so revolutionizing and so far-reaching in its effects that we need the ...

Russ Cohen

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Is Amazon (AMZN) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take a look at what these Wall Street heavyweights have to ...

Russ Cohen

Blockchain

Crypto Market Update: SEC Proposes Crypto Exemption Rules

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 19) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$68,411.90, up by 5.7 percent over the past 24 hours. The crypto markets ...