Blog

Russ Cohen

Don’t Let This Week’s Inflation Data Scare You Out of Stocks

The latest inflation reports show why investors should stay bullish – but be more tactical… Listen to the audio version of this article (generated by AI). Julia Child became famous because she made people feel brave in the kitchen. Before she came along, French cooking seemed intimidating to a lot of Americans. It felt fancy. ...

Russ Cohen

BABA vs. META: Which AI Data Center Giant Is the Better Bet?

Alibaba BABA and Meta Platforms META sit on opposite sides of the globe, yet both have repositioned around one ambition: building the AI data center capacity to power the next era of artificial intelligence (AI). Alibaba is expanding its Cloud Intelligence backbone at home and abroad, while Meta Platforms pours record sums into AI-optimized U.S. ...

Russ Cohen

Beware of CME Nasdaq Price Limits

The just reminded everyone how fast things break when fear takes the wheel. Down nearly 2% on Wednesday. Down more than 4% on Friday, June 5, volatility has returned to the market in a big way. Sharp intraday swings, widening ranges, and rapidly changing sentiment have become the norm rather than the exception Most traders ...

Russ Cohen

Is Dynatrace the Right Observability Bet in the Age of AI?

The artificial intelligence buildout has created a new category of winners in enterprise software. One of the beneficiaries has been observability, the category of tools that tells companies what is happening inside their cloud environments in real time. More AI workloads mean more complexity, more failure points, and more need for platforms that can make ...

Russ Cohen

This May Be the Next Big Catalyst for Intel Stock

Key Points Intel’s foundry business has gained solid momentum lately, and a new deal with Google suggests its performance will improve further. Intel is trading at an expensive valuation right now, but the stock could keep rising as the company can keep delivering better-than-expected growth. 10 stocks we like better than Intel › Intel (NASDAQ: ...

Russ Cohen

Palantir’s AIPCon Shows Why Customers Are Fueling the Bull Case

A key reason why earnings reports mean so much is their ability to turn anecdotes into evidence. When a company performs well, it’s usually a sign that it’s growing and retaining its customer base. The opposite is true when a company underperforms. But the point is, earnings reports matter because they translate customer behavior into ...

Russ Cohen

Chewy’s Growth Engine Is Stronger Than the Market Thinks

Chewy is not without hurdles or headwinds, like any consumer retailer this year. However, market fears are clouding an otherwise bullish outlook, setting the stage for a massive stock price rebound over time. Critical factors include the company’s digital-first presence, its strength in dailies and consumables, and the visibility of cash flow. The digital-first presence ...

Russ Cohen

Market Indexes Retreat Tuesday as the Tech Sell-Off Returns

Key Points Apple dropped 3.8% after unveiling Siri AI at its developer conference, on track for its worst day since February. The iShares Semiconductor ETF fell 8.6%, erasing Monday’s rebound and then some. SpaceX goes public Friday in what’s expected to be the largest IPO ever, with OpenAI and Anthropic filings close behind. 10 stocks ...

Russ Cohen

The IPO Boom: Where Will the Money Come From?

The media hype surrounding ’s upcoming mid-June initial public offering (IPO) is immense. The company recently filed its S-1 with the SEC, targeting a valuation of $1.75 trillion and a capital raise of up to $75 billion. Some believe its valuation could rise to $2 trillion after the IPO. In its wake, Anthropic (Claude) and ...