Articles for author: Russ Cohen

Russ Cohen

Crypto Market Update: Coinbase Partners With Moov on Stablecoins

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 Monday (September 14) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,113.22, trading 2 percent higher over the past 24 hours. ​Bitcoin price chart ...

Russ Cohen

Alibaba (BABA) Q1 2027 Earnings Call Transcript

DATE Thursday, Aug. 20, 2026 at 7:30 a.m. ET CALL PARTICIPANTS Chairman – Joe Tsai Chief Executive Officer – Eddie Wu Chief Financial Officer – Toby Xu Chief Executive Officer of Alibaba E-commerce Business Group – Jiang Fan Head of Investor Relations – Lydia Lu TAKEAWAYS Revenue — RMB 269 billion (US$39.6 billion), an increase ...

Russ Cohen

What Nvidia Told Us About the Next Big AI Bottleneck

The AI Boom’s biggest profits keep moving down the supply chain and now we know where to look next Listen to the audio version of this article (generated by AI). On a plateau south of Bandung, in what is now Indonesia, Dutch planters spent decades cultivating a scrubby South American tree. It was called cinchona. ...

Russ Cohen

This AI ETF Is Missing the Biggest AI Winners

For investors who favor exchange-traded funds (ETFs), the market has never been more dynamic. Not only do ETFs now outnumber individual stocks, but the sheer versatility of today’s funds allows investors to target nuanced strategies, from exposure to thematic trends like the memory chip shortage to increasingly risky leveraged short-term speculation. But as with any ...

Russ Cohen

3 Ways to Invest in Anthropic Pre-IPO

Key Points Some tech giants already have Anthropic stakes, which you can get exposure to by investing in those companies. The same brokers that offered pre-IPO SpaceX shares will likely offer pre-IPO Anthropic shares. Investors can follow where Anthropic is spending money to discover new opportunities. 10 stocks we like better than Alphabet › Anthropic ...

Russ Cohen

MRVL Rides on the AI Capex Wave: What's Ahead for Investors?

Marvell Technology MRVL is benefiting from several AI infrastructure growth engines, including custom silicon, interconnect, optics and Ethernet switching. Custom silicon has more than 20 multi-generational socket wins, supporting a broader pipeline beyond individual product cycles. MRVL expects custom revenues to grow more than 20% in fiscal 2027 and more than double in fiscal 2028. ...

Russ Cohen

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Key Points Nike’s turnaround is progressing at a sluggish pace. The current operating environment remains challenging, as Nike doesn’t have a clear path to return to growth. Alphabet replacing Verizon in the Dow makes Nike the lowest-weighted component. 10 stocks we like better than Nike › S&P Global (NYSE: SPGI) announced that Nike (NYSE: NKE) ...

Russ Cohen

$1 Trillion in Market Cap Erased, but This AI Stock Could Soon Be the World's Most Valuable Company (According to Elon Musk)

Key Points Elon Musk says Space Exploration Technologies could be “worth more than the rest of Earth” if the company accomplishes its goals. AI is SpaceX’s biggest driver, but dominating this space will be hard, and the company is already overspending on capital expenditures. Investors aren’t on board with SpaceX stock and are skeptical of ...