Blog

Russ Cohen

AI News: Chatbot Wars, Soaring Valuations, & Disruption

Artificial intelligence is all the hype currently on Wall Street. Below are three of the most important Ai stories that are worth following: 1.      AI Chatbot Race Tightens Amid Gemini Success OpenAI, which is closely partnered with tech juggernaut Microsoft (MSFT), is responsible for ushering in the AI revolution with the 2022 launch of the ...

Russ Cohen

Inflation Comes in Soft, but Markets Remains On Edge

CPI inflation comes in below expectations… when we’ll get the next rate cut… Louis Navellier’s prediction… a horserace for the Fed Chair nomination… are we in for negative 10-year returns?… how to sidestep a lost decade This morning, the Consumer Price Index (CPI) landed right in the bulls’ sweet spot. No upside surprise… no ugly ...

Russ Cohen

Micron at 11.7 P/E: One of 2026's Best Buying Opportunities

Micron Technology, Inc.’s MU shares tripled in 2025, far outpacing Wall Street favorite NVIDIA Corporation NVDA. But for investors who haven’t yet jumped in, there is still a chance to invest in the company’s growth story, especially given its attractive valuation. Let’s see in detail –   Micron Gains From Surging HBM Demand  Surging demand for ...

Russ Cohen

Lucid and Rockwell Strengthen Production Backbone in Saudi Arabia

Electric vehicle (EV) startup Lucid Group, Inc. LCID is drawing renewed investor attention after announcing a major expansion of its global manufacturing operations. The company stated that it will collaborate more closely with Rockwell Automation, Inc. ROK to power its expanding electric vehicle assembly plant in Saudi Arabia. The facility is located in King Abdullah ...

Russ Cohen

Tech Rebound Eases Greenland Jitters as Earnings Season Gains Momentum

With only 13% of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 8.2% The tech sector continues to dominate, despite a significant earnings-related slide from Intel, the Information Technology sector remained the market’s primary engine, lifted by an ongoing “AI supercycle” and strong results from names like Meta and ...

Russ Cohen

Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

Alibaba Group BABA and Microsoft MSFT represent two divergent paths in the global cloud and AI race. While Microsoft dominates Western enterprise computing through Azure and its OpenAI partnership, Alibaba maintains leadership in China’s cloud market despite mounting challenges. Both companies have made massive AI commitments that will define their trajectories for years to come. ...

Russ Cohen

Tesla Stock: Buy, Sell, or Hold in 2026?​

Key Points Tesla (NASDAQ: TSLA) divides investors, and that’s unlikely to change. The company has significant earnings potential from its robotaxi ambitions, but the debate rages on regarding its growth and the timing of the rollout. It’s undoubtedly the swing factor in deciding the stock’s fate in 2026. Managing investor expectations One issue with Tesla ...