Articles for author: Russ Cohen

Russ Cohen

Micron’s Blowout Is About to Test the Summer Fade the Rally Crowd

But an AI factory without enough memory is a Formula One car with no fuel tank Takeaways Micron did not just beat estimates; it reinforced that AI demand is still colliding with a hard physical constraint: memory supply. That keeps pricing power firmly with the producers. The real upgrade is structural. Multi-year take-or-pay agreements, price ...

Russ Cohen

Best Value Stocks to Buy for June 25th

Here are three stocks with buy rank and strong value characteristics for investors to consider today, June 25th:   Upland Software UPLD: This company which is a provider of cloud-based Enterprise Work Management software that helps organizations to plan, manage and execute projects and work, carries a Zacks Rank #1(Strong Buy), and has witnessed the ...

Russ Cohen

Russell 2000: Sellers Appear as Support Comes Under Pressure

It was going to happen at some point, but sellers have come out of the woodwork. Tech was hardest hit, but there is plenty of support for indices to work with. The () was one of the least impacted by the selling. It staged a mini-breakout, while Wednesday’s inverse hammer came on higher volume accumulation, ...

Russ Cohen

Tesla’s New NHTSA Probe Lands at the Worst Possible Time

Shares of are down about 15% from the May high and are starting to take a shape that investors won’t want to see. The broader narrative around the company has been getting more interesting by the month, from the Wall Street hype around the company’s full self-driving (FSD) and robotaxi projects to the increasingly serious ...

Russ Cohen

Nano Nuclear’s AI Data Center Deal Puts the Stock Back in Focus

Nano Nuclear appears to be the right company for the right time. The company has a goal of building a vertically integrated nuclear business. This goes beyond microreactors to include fuel fabrication, transportation, and other parts of the nuclear supply chain. The case for nuclear energy has never been stronger. The unprecedented electricity demand being ...

Russ Cohen

Why Tesla Stock Dropped on Tuesday

Key Points Tesla (NASDAQ: TSLA) stock tumbled 6%.1 through 3:15 p.m. ET Tuesday, one week before Tesla is expected to report its Q2 deliveries number — and just hours after Swiss megabanker UBS announced it’s sticking with only a “neutral” rating on Tesla shares ahead of the report. Image source: Tesla. Where to invest $1,000 ...

Russ Cohen

Micron Earnings Preview: AI Memory Rally Faces Reality Check

Wall Street forecasts blockbuster fiscal Q3 for Micron Technology (MU) when it reports after market this evening, as booming AI data-center demand drives the stock to record levels. Twelve months ago, Micron traded under $100 a share. Now its value has surged into the trillion-dollar range because a once-overlooked component has become essential to the ...