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Russ Cohen

5 Dips to Buy as the Market Hits Record Highs

Listen to the audio version of this article (generated by AI). We’ve had too much fun, too fast! Last week, the S&P 500 hit its 15th straight record high this year. And when things get this good, you can’t help but wonder if the market is overheated. Consider this… CNBC recently reported that only 22% ...

Russ Cohen

Parabolic Semiconductor Rally Is Pricing in 2028 Already

The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF (NASDAQ:), closed Friday at $509.77 after touching a fresh intraday high of $511.68. That’s a gain of roughly 244% from the April 2025 low of $148.31. Most of that move has been compressed into the last two months alone. Since mid-March, ...

Russ Cohen

A New AI Gold Rush Is Starting in Finance

One fintech may already be ahead of the trend. Listen to the audio version of this article (generated by AI). Hello, Reader. Vines are often a visual symbol of overgrowth. They can wrap around a building’s exterior, growing and clinging to worn, cracked stone, creating fractures that let further destruction in. In a similar way, ...

Russ Cohen

TSMC: The AI Infrastructure Monopoly Trading at a Discount

Every meaningful AI model trained this year runs on hardware that passed through ’s fabs. While investor attention has rotated toward memory and CPU suppliers, the foundry that enables them all trades at a discount to its semiconductor index peers. $414.15 TSM Close May 8, 2026 $420.00 52-Wk High NYSE ADR +130% 1-Year Return vs. ...

Russ Cohen

Sell in May? No Way

The old adage of “sell in May and go away” is rooted in fact. Since the index was constructed in 1958, the average returns for the May through September period haven’t been anything to brag about. The average monthly return is 0.73%, which means every month, with the exception of July, has average returns that ...

Russ Cohen

Is This Acquisition a Game Changer for Netflix?

Key Points Netflix bought a company that provides AI tools to filmmakers. This acquisition may somewhat move the needle for the company down the road. Given Netflix’s competitive edge and massive addressable market, the stock is still a buy. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has underperformed broader equities over ...