Blog

Russ Cohen

This Index’s Comeback Is a Lesson in Long-Term Investing

Value Investing and the Importance of Diversification Factor investing can play an important role in maintaining a well-diversified portfolio, especially in today’s market, where a relatively small group of large, growth-oriented stocks has driven much of the performance. At its core, factor investing is simply owning a basket of securities that share a common trait ...

Russ Cohen

The SpaceX IPO Is the Biggest in a Decade. These 2 Stocks Will Benefit.

Key Points The SpaceX IPO is nearly upon us. And investors around the world are grappling with the company’s lofty $1.77 trillion valuation target. Critical to that valuation target is the company’s fledgling artificial intelligence division. SpaceX estimates that its AI division alone is chasing a total addressable market of $26.5 trillion. If true, that ...

Russ Cohen

Applied Digital Is Building a $36 Billion AI Real Estate Empire

recently finalized a 15-year, 210-megawatt lease at its Delta Forge 2 campus, signaling a definitive transition from a high-beta crypto miner to a tier-one digital infrastructure landlord. While retail investors temporarily dumped shares over macroeconomic inflation jitters and near-term debt mechanics, institutional capital recognizes a business holding approximately $36 billion in total contracted base-term lease ...

Russ Cohen

Deep Discounts, High Yields: 4 BDCs Paying Up to 13%

Stocks are sky-high, but us contrarians are looking for dividend deals. And we found them in one forgotten corner of the Wall Street world. Here, we’re going to bank yields between 11% and 13%. That’s right—up to 13%, for as little as 68 cents on the dollar. What does that mean? Well, these funds are ...

Russ Cohen

Pixelworks and CINITY Partner to Expand TrueCut Motion Ecosystem

Pixelworks and CINITY Partner to Expand TrueCut Motion Ecosystem – Pixelworks (NASDAQ:PXLW) – Benzinga Collaboration to Bring Increased Motion-Enhanced Content to Ultra-Premium Large Format Cinematic Experiences Globally Newly released titles in TrueCut Motion format are expected to begin arriving at CINITY premium large format theaters as soon as the second half of 2026. TrueCut Motion ...

Russ Cohen

ASX 200 Tests Range Highs as RBA Rate Hike Odds Collapse

Hopes for a US-Iran peace deal may have sparked today’s rally, but softer RBA pricing could be helping to keep it alive. Is the stage being set for a push towards 8900? RBA August hike odds tumble to 28% ASX 200 presses against 8811 Bulls retain the near-term advantage Rates Tailwind Re-Emerges One of the ...

Russ Cohen

Stocks Rise, Oil Falls, and Inflation May Still Be a Problem

Stocks finished higher on Thursday following some late-breaking news on the Middle East conflict. Headlines come and go, and whether this latest development has any lasting impact remains to be seen. The most notable aspect of Thursday’s rally is that it effectively took the back to Wednesday’s highs, where it ultimately closed. One could easily ...

Russ Cohen

Amid the Artificial Intelligence (AI) Bonanza, Investors Might be Overlooking a Big Opportunity to Buy Netflix Stock

Key Points Netflix operates the world’s largest streaming platform for movies and television shows, and it has a positive long-term growth trajectory. The stock is down by 34% from its all-time high and trading at an attractive valuation. 10 stocks we like better than Netflix › Artificial intelligence (AI) stocks are dominating Wall Street’s attention ...