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Russ Cohen

Could a SpaceX-Tesla Merger Happen Earlier Than Expected?

Key Points Earlier this year, Elon Musk merged two of his companies: xAI and SpaceX. Many investors also believe that a much larger merger may be inevitable, involving SpaceX and Tesla (NASDAQ: TSLA). While Musk has kept his businesses separate, they also work together on many projects, and it could certainly be beneficial for them ...

Russ Cohen

The 7th China-CEEC Local Leaders' Meeting and 2026 Shandong International Friendship Cities Cooperation and Exchange Week Successfully Held

The 7th China-CEEC Local Leaders’ Meeting and 2026 Shandong International Friendship Cities Cooperation a – Benzinga Klodiana Spahiu, Deputy Speaker of the Parliament of Albania, also attended related events. SOURCE Shandong International Friendship Cities Cooperation and Exchange Week Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred ...

Russ Cohen

Is Nvidia the Next Apple?

Key Points During the early 2000s, Apple was one of the hottest technology stocks, supported by years of growth driven by product innovation. In the post-Steve Jobs era, Apple’s share price appreciation has been driven less by exciting new product launches and more by financial engineering. Like Apple, Nvidia has employed a series of shareholder ...

Russ Cohen

Cathie Wood is Buying Cerebras Post-IPO: Should You Follow?

Key Points When Cathie Wood makes a move, investors take notice. That’s because the chief executive officer of Ark Invest has a good eye for innovation and spotting tomorrow’s success stories today. She often bargain-hunts, getting in on a stock when others are selling, then holds on for the long term to fully benefit from ...

Russ Cohen

Investors Who Ignore This AI Shift Could Be Left Behind

The Next Great AI Winners May Surprise You I saw my first cell phone, used by a real person, in 1987. It belonged to an executive friend of my father’s. Calling it a “phone” almost feels generous by today’s standards. The thing looked more like military equipment than consumer technology. It was a massive black ...

Russ Cohen

Don’t Buy the SpaceX IPO. Do This Instead…

Listen to the audio version of this article (generated by AI). For the past few weeks, I had not planned to spend much time talking about the SpaceX IPO. Left to my own devices, I’d rather talk about AI factories, memory shortages, order backlogs, earnings revisions and the companies quietly supplying the next great tech ...

Russ Cohen

SpaceX’s Next Mission Leads to Wall Street

This June, SpaceX (NASDAQ:) is expected to list on at a valuation of $1.75 trillion, surpassing Saudi Aramco’s 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted. Introduction There has never been an IPO quite like this one. In its prospectus published last Wednesday, SpaceX presents itself as ...

Russ Cohen

Broadcom's BCM68850 Boosts AVGO's Edge AI Push: More Upside Ahead?

Broadcom’s AVGO Semiconductor business gets a boost with the latest launch of the BCM68850, a SoC, which is the industry’s first 50G ITU-PON home gateway chipset with an integrated neural processing unit (NPU) and native Wi-Fi 8 compatibility. The company is pairing 50G PON with Wi-Fi 8 readiness and post-quantum cryptography that strengthens Broadcom’s share ...

Russ Cohen

InterGroup Climbs 45% Year to Date: Should You Buy the Stock?

The InterGroup Corporation INTG shares have gained 45% year to date against the industry’s 6.3% decline. The company has outperformed other industry players, including New World Development Company Limited NDVLY and Forestar Group Inc. FOR. Shares of NDVLY and FOR have rallied 15.1% and 11.3%, respectively, in the same time frame. INTG is aided by ...

Russ Cohen

Salesforce Stock Finds Support as AI Momentum Builds

It has taken time, but ’s bottom has been reached, and the stage is set for a robust rebound. The SaaS apocalypse is not happening; Salesforce continues to gain traction, and its Q1 earnings results reveal that the virtuous cycle of AI is gaining momentum. The virtuous cycle, driven by the bullish impact of AI ...