Blog

Russ Cohen

Walmart's 22% E-Commerce Sales Jump: Can It Keep Up the Pace?

Walmart Inc. WMT continues to make impressive strides in the e-commerce space, reporting a 22% jump in global e-commerce sales in the first quarter of fiscal 2026. The growth comes on the back of its robust omnichannel strategy, which blends the strengths of its physical store network with expanding digital capabilities. The retail giant has ...

Russ Cohen

Billionaire David Tepper Sold 97% of Appaloosa's Nvidia Stake and His Entire Position in AMD in Favor of This Trillion-Dollar Artificial Intelligence (AI) Stock

More than 30 years ago, the advent and proliferation of the internet represented a leap forward in growth potential for corporate America. Although it took years for businesses to turn this innovation into a powerful moneymaking tool, investors have been waiting a long time for the next game-changing trend to come along that can positively ...

Russ Cohen

Billionaire Philippe Laffont Thinks This Could Be Worth More Than Amazon, Meta Platforms, and Tesla By 2030

Philippe Laffont is a billionaire investor and a co-founder of Coatue Management, a hedge fund that focuses its investments on emerging themes across technology, healthcare, and cryptocurrency. Coatue recently hosted its annual East Meets West conference, during which it published a number of findings that are fueling capital markets — specifically, the artificial intelligence (AI) ...

Russ Cohen

Palantir vs. UiPath: Which AI-First Software Stock Deserves Your Bet?

Both Palantir Technologies Inc. PLTR and UiPath Inc. PATH are prominent companies at the forefront of AI-centric software innovation. Palantir is renowned for its expertise in large-scale data analytics and decision intelligence platforms, serving government agencies, defense sectors and large enterprises with complex data integration and real-time situational awareness. UiPath focuses on robotic process automation (RPA), ...

Russ Cohen

Kroger Stock Confirms Buy Signal as Uptrend Gains Strength

Kroger Company (NYSE:)’s stock price entered an uptrend in early 2024 when it became clear it would emerge from the Albertsons (NYSE:) merger talks a winner, regardless of how they turned out. Now, months later, the company is moving forward, growing, generating solid cash flows, and returning capital to shareholders like mad. The takeaway is ...

Russ Cohen

Answering Two Questions Flooding My Inbox Right Now

One subscriber asked the right question… Here’s my full answer and what comes next. If you caught U.S. Secretary of Treasury Scott Bessent’s interview on CBS’s “Face the Nation” this weekend, you know exactly why I keep telling my premium readers: “In Bessent we trust.” While CBS tried to corner him with the usual doom-and-gloom ...

Russ Cohen

Geopolitical Crisis Can't Stop These 6 Soaring Disruptive Innovators

One economic and geopolitical concern after another this year has led to uncertain market trends and increased volatility, leaving investors unsure of which direction to take. However, for those with a long-term view, some stocks remain attractive regardless of market conditions. This is especially true of “Disruptive Innovators,” i.e., companies with technologies capable of revolutionizing ...