Blog

Russ Cohen

What You Need to Know Before the SpaceX IPO

In a few days, the most anticipated IPO in history begins trading. Even people who have never bought a stock are talking about it. Before you join them, it is worth slowing down: what does actually do, and does it make money? What are you really paying for at a $1.77 trillion valuation? And what ...

Russ Cohen

Billionaire Ray Dalio Just Warned of an AI Bubble, but His Top Stock Holdings Are in These 6 AI Names

Key Points Despite saying companies are overspending on artificial intelligence (AI), Dalio has big investments in cloud providers Amazon, Alphabet, and Microsoft. Dalio is also heavily invested in top AI infrastructure players like Nvidia, Broadcom, and Micron. 10 stocks we like better than Nvidia › Billionaire investor Ray Dalio of Bridgewater Associates runs the largest ...

Russ Cohen

From Stock Repurchases to AI Capex: The New Playbook for Corporate Cash

Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come, prompting asset allocators to rethink strategy Record-breaking IPOs and ambitious tech capex plans put the onus on the corporate world to absorb new equity hitting ...

Russ Cohen

Nvidia Still Has 40% Upside – Here’s the Math

Listen to the audio version of this article (generated by AI). Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first… As I worked through my inbox over coffee this past Saturday morning, one subject line caught my attention… I won’t repeat it verbatim – no ...

Russ Cohen

Crypto Winter Is Here: 3 Stocks To Put On Ice This Summer

Cryptocurrency markets began soaring following the 2024 U.S. presidential election, reaching new all-time highs in August 2025 as the crypto-friendly Trump administration began implementing policies. But this summer has been anything but sunny for crypto markets. Bitcoin has erased all its post-election gains over the last few weeks, dipping below the critical $60,000 level for ...

Russ Cohen

Why Did Netflix Stock Fall Even Though the Business Kept Growing?

Key Points Netflix’s stock fell because expectations changed, not because the business broke. A great business and a great stock are not always the same thing. Netflix’s next chapter is about monetization, not scale. 10 stocks we like better than Netflix › When a stock falls 30%, most investors assume something must be wrong with ...

Russ Cohen

Don’t Let This Pullback Shake You Out of Great Stocks

Listen to the audio version of this article (generated by AI). Last week, the S&P 500’s nine-week winning streak came to an end as all three major indexes pulled back. On Monday, it looked like the pain might be over. But that selling pressure continued today. As I write this, the S&P 500 is down ...

Russ Cohen

The J.M. Smucker Company’s Dividend: Too Sweet to Ignore?

The JM Smucker Company () may not pay the highest-yielding dividend among companies, but it still offers a sweet payout and is on track for annual increases alongside share price appreciation. The net result will be a double-digit compound annual growth rate (CAGR) over the subsequent few years, a tidy return for buy-and-hold investors. While ...