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Russ Cohen

AI Is Now Drilling for Oil, and the Profits Are Enormous

AI is quietly transforming one of the world’s oldest industries. Here’s how to profit. Listen to the audio version of this article (generated by AI). Editor’s Note: Some of you may remember Joe Austin from last week. He’s a Wall Street veteran who has spent decades studying how technology changes the way businesses operate, and ...

Russ Cohen

Buy CrowdStrike Before the Stock Split? Here’s the Case

is up approximately 45% in 2026, making it one of the best-performing stocks of 2026. However, CRWD is down approximately 10% since reporting solid earnings on June 3. That dip comes even though the company’s board approved a 4-for-1 stock split. Shareholders of record as of June 25 will receive three additional shares for every ...

Russ Cohen

2 Wide-Moat Stocks That Are Drop-Dead Bargains Right Now

Key Points Stocks are expensive, with the S&P 500 trading at a P/E ratio of 27. Netflix is down more than 40%, setting up a good buying opportunity. Microsoft stock has fallen to a P/E ratio of 21. 10 stocks we like better than Netflix › Cheap stocks aren’t easy to find these days. In ...

Russ Cohen

Google Tests Major Support as AI Spending Fears Return

Alphabet (NASDAQ:) shares have returned to a major decision zone after Monday’s selloff wiped roughly 5% from the stock and dragged the wider lower. The immediate trigger was renewed concern over Google’s ability to retain top artificial-intelligence talent after senior DeepMind researcher John Jumper reportedly left for Anthropic. However, the decline was not solely about ...

Russ Cohen

Healthcare: Pockets of Alpha

We recommend a market-weight position in the . It is down 3.8% ytd, the worst among all 11 sectors, and remains one of the clear laggards of the bull market that began in October 2022 (chart). That underperformance has created selective opportunities. The aggregate sector still lacks a near-term earnings catalyst, carries the second-lowest forward ...

Russ Cohen

Russell 2000 Fresh Breakout Points to More Upside

A quiet start to the week with only the () suggesting it could be on the move (higher). Monday’s action registered as a breakout, albeit on low volume, but with technicals net positive. The Russell 2000 has been outperforming the since the start of June, so it has the interest of market participants and is ...

Russ Cohen

Why Amazon Is Under Pressure Even After Strong AWS Results

Amazon () shares are falling again, and the move looks less like a one-day shock than the latest step in a broader reassessment. The business is still growing, but investors are increasingly skeptical about how much it will cost to keep that growth going. The immediate backdrop is Prime Day, which begins this week and ...