Blog

Russ Cohen

Can Apple's Foldable iPhone Fuel the Next Growth Cycle for the Stock?

Apple AAPL has expanded its flagship smartphone portfolio with the iPhone Duo, its first foldable iPhone, opening a new product category that could strengthen the company’s upgrade cycle and deepen engagement across its hardware, AI and services ecosystem. The launch comes against a strong backdrop for iPhone, which generated $54.3 billion in third-quarter fiscal 2026 ...

Russ Cohen

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

Monolithic Power Systems, Inc. MPWR and Intel Corporation INTC are two major semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Monolithic focuses on high-performance analog and mixed-signal integrated circuits (ICs) that are widely utilized in industrial applications, cloud computing, telecommunication infrastructures, automotive and consumer applications. It offers ...

Russ Cohen

An Nvidia Move Just Put AMD and Intel on the Defensive

Key Points Nvidia notes that its Vera server CPU is poised for widespread adoption by customers. The shrinking share of x86 server CPUs and Nvidia’s entry into this market doesn’t bode well for Intel and AMD. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has played a pioneering role in the field ...

Russ Cohen

We’re Just Eight Basis Points From Trouble

Listen to the audio version of this article (generated by AI). Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how Jonathan Rose’s subscribers just made 65% in two weeks Yesterday, the Treasury pulled out its biggest weapon yet – ...

Russ Cohen

Who Gets Paid When Musk Builds 10 Million Robots?

Elon wants to build 10 million Optimus robots with help from AI. Here’s the under-the-radar group of companies that could get paid every time Tesla builds one…. Listen to the audio version of this article (generated by AI). Editor’s Note: Thanks to AI, robots are advancing at a rapid pace and starting to do real ...

Russ Cohen

The AI Boom Isn’t Over: 3 Stocks You Need to Watch

Listen to the audio version of this article (generated by AI). Picture two businesses at closing time. At one, a clerk replaces yesterday’s sale sign with a deeper discount. Yet, its customers have mostly gone elsewhere, leaving behind full shelves. At the other, the business’ phone keeps ringing long after the lights go out. Customers ...

Russ Cohen

What's Behind Ford's Recall of Nearly 149K Mustang Vehicles?

Ford Motor Company F is recalling 148,663 Mustang vehicles over an electrical wiring issue that could result in a loss of drive power or disrupt key functions, including the headlights, thereby raising the risk of a crash. Per the National Highway Traffic Safety Administration (NHTSA), certain Mustang vehicles may have an electrical wiring defect that ...