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Russ Cohen

Top 5 Tech Stocks Built to Weather Higher Interest Rates

The Federal Reserve raised interest rates 25 basis points yesterday, lifting the federal funds target range to 3.75%-4.00% as policymakers cited still-elevated inflation. The move puts renewed monetary tightening in focus, with higher rates potentially pressuring economic growth, increasing borrowing costs, and compressing valuation multiples across the tech sector. However, companies with fortress balance sheets, ...

Russ Cohen

Surging Earnings Estimates Signal Upside for Valero Energy (VLO) Stock

Valero Energy (VLO) appears an attractive pick given a noticeable improvement in the company’s earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts’ growing optimism on the earnings prospects of this oil refiner is driving estimates higher, which ...

Russ Cohen

The Fed Just Revealed Something Big About the AI Boom

One company’s investment bill can become another company’s sales. Listen to the audio version of this article (generated by AI). Wall Street can handle bad news. What it really hates is uncertainty. And yesterday, one of the market’s biggest uncertainties disappeared. The Federal Reserve voted to raise its key interest rate by 25 basis points, ...

Russ Cohen

I've Held Microsoft for 10 Years. Here's Why I'm Not Selling a Single Share.

Key Points Microsoft’s growth has come from expanding products across the same enterprise customers. AI demand looks strong, but heavy infrastructure spending must translate into durable returns on capital. At today’s valuation, I’m more focused on holding and buying dips than adding aggressively. 10 stocks we like better than Microsoft › After holding Microsoft (NASDAQ: ...

Russ Cohen

Forget AI Stocks: This Tech Play Is the Real Winner

Key Points AI stocks are great, but a portfolio needs balance. Netflix has taken a hit this year, and itʻs the cheapest in four years. This is a good time to consider adding some shares of Netflix. 10 stocks we like better than Netflix › If you are like many investors, your portfolio has probably ...

Russ Cohen

The AI Slowdown Could Change Where the Biggest Checks Go

If you’re worried about the AI slowdown, there’s another way to participate in AI’s growth… Listen to the audio version of this article (generated by AI). In 2009, an Israeli venture capitalist watched a video in total disbelief. “This has to be fake,” he thought, as a person moved in front of a camera and ...

Russ Cohen

Crypto Market Update: Senate Blocks Clarity Act in Close Vote

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (September 16) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$75,930.77, trading 1.3 percent lower over the past 24 hours. ​Bitcoin price chart ...