Blog

Russ Cohen

Big Tech’s Tab Is Running Up – But Who Is Profiting?

Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial ...

Russ Cohen

AEIS Set to Report Q2 Earnings: What's in the Cards for the Stock?

Advanced Energy Industries AEIS is scheduled to release second-quarter 2026 results on Aug. 3. Advanced Energy expects revenues of approximately $540 million (+/- $20 million). The company expects non-GAAP earnings of $2.18 per share (+/- 25 cents), driven by stronger semiconductor demand, improving Industrial and Medical revenues, and continued gross margin expansion. The Zacks Consensus ...

Russ Cohen

Why Berkshire's Cash Pile Keeps Growing (and Which AI Stock It Might Buy Next)

Key Points Berkshire’s nearly $400 billion cash pile gives Greg Abel unmatched flexibility when opportunities emerge. If Berkshire wants a bigger AI footprint, Taiwan Semiconductor checks almost every box. The biggest story is where Abel invests it first, because that could define Berkshire’s post-Buffett era. 10 stocks we like better than Berkshire Hathaway › Berkshire ...

Russ Cohen

How to Find the AI Companies Big Tech May Buy Next

Apple paid nearly $2 billion for a startup with no public product. Here’s what its earliest investors saw first. Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech ...

Russ Cohen

How Venture Capitalists Really Decide Where to Invest

Three questions that can help you think like an early-stage investor. Listen to the audio version of this article (generated by AI). Editor’s Note: One of the biggest misconceptions about venture investing is that finding the next big winner comes down to intuition. It doesn’t. The truth is, the best venture investors aren’t relying on ...

Russ Cohen

Down 25%, Is It Finally Time to Buy Netflix (NFLX) Stock?

Key Points Netflix (NASDAQ: NFLX) has averaged annual gains of 21% over the past 15 years. But in 2026, shares are down 25%. Is this a good opportunity to invest in Netflix? Image source: The Motley Fool. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best ...

Russ Cohen

F Q2 Earnings Call Highlights Profit Shift

Ford Motor Company F used its second-quarterearnings callto highlight a broader shift toward higher profitability, stronger pricing discipline and new growth areas. Management raised its full-year outlook as it emphasized improving quality, cost control and business mix. The company also outlined progress across commercial vehicles, connected services, electric vehicles and energy storage while addressing investor ...

Russ Cohen

AVEM, BABA, ASX, NTES: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $275.1 million dollar inflow — that’s a 1.1% increase week over week in outstanding units (from 276,900,000 to 279,900,000). Among the largest ...