Blog

Russ Cohen

5% Was the Line – We’re Now at 5.25%

Listen to the audio version of this article (generated by AI). Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy As I write on Monday morning, stocks are selling off due to geopolitical disappointments over the weekend. President Donald Trump rejected Iran’s latest ...

Russ Cohen

Can Disney's International Streaming Expansion Challenge NFLX & AMZN?

The Walt Disney Company DIS is strengthening its international streaming business, creating a potential path to challenge Netflix NFLX and Amazon AMZN through local content, improved engagement and a broader Disney+ ecosystem. Disney’s early international programming results are encouraging, with Rivals Season 2 becoming the biggest EMEA original premiere in the U.K. and Ireland, while ...

Russ Cohen

Here’s Who Wins When AI Infrastructure Gets Cheap

The dot-com bust created a surprising class of winners. Here’s why AI could be setting up the same opportunity today. Listen to the audio version of this article (generated by AI). Hello, Reader. The AI boom is still pouring billions of dollars into infrastructure, but the economics of that infrastructure are already changing. Companies are ...

Russ Cohen

4 Dividend-Friendly Auto Stocks to Weather the Industry Challenges

The auto industry faces a challenging road ahead. At its September meeting, the Federal Reserve raised the federal funds rate by 25 basis points to 3.75-4%, its first hike since 2023, as persistent inflation remains a concern. Higher borrowing costs could further strain consumers and businesses, weighing on demand in the highly cyclical auto sector. ...

Russ Cohen

Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?

Microsoft Corporation MSFT and Alibaba Group BABA sit at opposite ends of the globe but on the same technological frontier. Both companies have reshaped themselves into AI-first cloud operators, pouring record capital into new data centers, custom silicon and large language models to capture surging worldwide demand for generative AI tools and services today. The ...

Russ Cohen

Alphabet vs. Apple: Which Consumer AI Tech Stock Has an Edge Now?

Alphabet GOOGL and Apple AAPL are intensifying their push into consumer artificial intelligence (AI), but their strategies differ significantly. Apple is embedding AI deeply across its hardware ecosystem through Apple Intelligence and Siri AI, while Alphabet is integrating Gemini across Search, the Gemini app, YouTube, Chrome and its broader services ecosystem. However, GOOGL or AAPL, ...

Russ Cohen

Wall Street’s Tom Brady Is Still Flying Under the Radar

The next market superstar may not be a household name yet, and small caps could be where Wall Street’s biggest surprises are hiding. Listen to the audio version of this article (generated by AI). Editor’s Note: Every year, NFL teams spend months studying the next class of potential stars. They watch the film, pore over ...

Russ Cohen

Crypto Market Update: Federal Reserve Proposes Stablecoin Capital Rules

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 Friday (September 25) as of 12 noon. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$84,579.76, trading 0.6 percent lower over the past 24 hours. Bitcoin price chart​ ...