Blog

Russ Cohen

Most Popular

Billionaire Philippe Laffont Dumped AI Titan Nvidia for the 11th Time in 12 Quarters. What Does He Know That Wall Street Doesn't?

Key Points Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street’s savviest investors have been buying and selling. Billionaire Philippe Laffont has been a persistent seller of Nvidia stock, dumping more than 43 million split-adjusted shares since March 31, 2023. Though profit-taking likely explains some of this selling, other headwinds look to be ...

Russ Cohen

Most Popular

Spruce Power Incurs Q1 Loss, Narrows Y/Y Due to Cost Cuts

Shares of Spruce Power Holding Corporation SPRU have declined 10% since the company reported earnings for the quarter ended March 31, 2026, compared with the S&P 500 index’s 0.2% growth over the same period. Over the past month, the stock has declined 31.1%, significantly underperforming the S&P 500’s 5.6% growth. Spruce Power incurred a first-quarter ...

Russ Cohen

Market News

The End of the Bull Market Is Nigh

Listen to the audio version of this article (generated by AI). Michael Burry’s crash warning … the one macro risk that actually matters … why the earnings data tells a different story… where Louis Navellier and Luke Lango are investing today Michael Burry has a message for investors who’ve been riding this bull market… The ...

Russ Cohen

Market News

USA Rare Earth’s Cash War Chest Offsets Its Early-Stage Losses

is looking to fill a hole in the market born out of geopolitical uncertainty. Along with mining companies like , USA Rare Earth is aiding the United States in loosening China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines, and 94% of permanent magnet production—the vital end product ...

Russ Cohen

Most Popular

Nvidia's Earnings Are Hours Away. Here Are 3 Things to Watch.

Key Points Management’s own guidance calls for fiscal first-quarter revenue of $78 billion, plus or minus 2%. The forecast for the second fiscal quarter may be more important than the quarter’s results. Vera Rubin progress and any change in how Nvidia treats China could reset the narrative. 10 stocks we like better than Nvidia › ...

Russ Cohen

Market News

AI Forced Two Utilities to Merge… Here’s How to Profit

A blockbuster energy deal shows how AI is reshaping utilities into critical infrastructure investments. Listen to the audio version of this article (generated by AI). Hello, Reader. Casey, Illinois, is home to the world’s largest rocking chair, standing in at 56 ft. and 1 in. tall. Source The United Kingdom houses the world’s largest cardboard ...

Russ Cohen

Market News

Why AST SpaceMobile Is the Bigger Winner of AT&T, T-Mobile, and Verizon Venture

A trio of mega-cap communication services providers just announced a joint venture to extend mobile connectivity for wireless customers by using satellite-based, direct-to-service technologies. Last week, , , and announced an initiative to deliver resilient connectivity and create the best and most diverse ecosystem for wireless and satellite products and services. According to a press ...

Russ Cohen

Most Popular

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Experiences Big Inflow

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (Symbol: GSLC) where we have detected an approximate $308.0 million dollar inflow — that’s a 2.3% increase week over week in outstanding units (from 114,000,000 to 116,600,000). ...