Blog

Russ Cohen

Netflix Stock Is Trading Near a 52-Week Low. Is It Finally a Buy?

Key Points Netflix shares have fallen close to a 52-week low after a string of setbacks. The company expects its advertising revenue to roughly double again in 2026. The sell-off has pulled Netflix’s valuation down to its lowest level in years. 10 stocks we like better than Netflix › Shares of streaming giant Netflix (NASDAQ: ...

Russ Cohen

The AI Trade Has Three New Problems

SpaceX buyers underwater… Sanders goes nuclear on AI… Kashkari calls for a hike Listen to the audio version of this article (generated by AI). SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI investors Almost three weeks ago, we ...

Russ Cohen

AI Leadership Is Shifting. Here’s How to Follow the Big Money

Listen to the audio version of this article (generated by AI). The market has been all over the place lately. Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories on Wall Street. The NASDAQ has been under pressure. And ...

Russ Cohen

Is OpenAI’s IPO Delay a Warning for AI Investors?

In late June 2026, rumors began to circulate across the tech world that ChatGPT-maker is leaning toward delaying its IPO from late 2026 to 2027. While the regulatory review process, market volatility, and a host of other factors regularly shift IPO timelines for companies planning to go public, this update is particularly significant. There has ...

Russ Cohen

Ford Could Make $500 Million From AI. Is Now the Time to Buy?

Key Points Ford is shifting from its EV battery tech to energy storage as data centers use more energy. Some analysts estimate the company will generate $500 million in operating profit from Ford Energy by 2030. Ford Energy could be a good move for the company, but it’s not worth buying Ford stock because of ...

Russ Cohen

Why Alphabet’s Pullback May Be an Opportunity in Disguise

Alphabet has been one of the most impressive mega-cap stories of 2026, climbing to a fresh all-time high of $408.61 as Google Cloud accelerated, its AI roadmap expanded, and investor sentiment around the company reached its strongest point in years. But over the past few weeks, the stock has cooled. With now trading about 15% ...