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Russ Cohen

The Mispriced Winner of the AI Boom

Listen to the audio version of this article (generated by AI). Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke Lango is hunting One week ago, Nvidia (NVDA) delivered a blowout earnings report, punctuated by guidance calling for another ...

Russ Cohen

If Elon Musk Puts Data Centers in Space, Here’s Who Gets Paid

The offshore oil boom offers a clue about where some of the biggest gains could go… Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague, InvestorPlace Senior Investment Analyst Luke Lango, has spent months studying what Elon Musk is building across Tesla, SpaceX, xAI, and the rest of his ...

Russ Cohen

Stacked for Success: Inside SK Hynix's HBM Dominance

SK Hynix Company Overview Zacks Rank #2 (Buy) stock SK Hynix (SKHY) is a South Korean semiconductor giant that manufactures memory chips. The company is South Korea’s second-largest company and the world’s largest memory chip supplier. SK Hynix specializes in manufacturing the highly sought-after dynamic random-access memory (DRAM) and NAND flash memory chips. These chips ...

Russ Cohen

3 Lesser Discussed Stocks That Offer Meaningful AI Exposure

When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure. For investors looking beyond the usual mega-cap names, Innodata INOD, Applied Optoelectronics AAOI, and Celestica CLS offer three less-discussed ways to gain exposure to AI spending. All three ...

Russ Cohen

This Vanguard ETF Is Up 12% in 2026. Here's Whether Long-Term Investors Should Still Be Buying at These Levels.

Key Points Vanguard’s S&P 500 ETF (NYSEMKT: VOO), the world’s largest S&P 500 (SNPINDEX: ^GSPC) exchange-traded fund (ETF), hit an all-time intraday high of $716.39 per share on Aug. 13. It’s pulled back slightly since then, but it’s still risen 12% year-to-date. VOO is usually considered a safe way to passively invest in the stock ...

Russ Cohen

Is This Market About to Roll Over?

The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the Chinese bots behind the data-center backlash… two questions that Eric Fry asks to find “powerful” stocks As I write on Tuesday, the first day of September, stocks are solidly in ...