Blog

Russ Cohen

Can Chevron's Microsoft Partnership Power the Next Leg of Growth?

Chevron Corporation CVX is expanding beyond its traditional oil and gas business by entering one of the fastest-growing markets in the global economy — artificial intelligence (“AI”) infrastructure. The company recently signed a 20-year power purchase agreement with Microsoft Corporation MSFT to develop a dedicated natural gas-fired power facility for a West Texas data center. ...

Russ Cohen

How to Stop Chasing the Wrong Stocks at the Wrong Time

The market’s next big move may not come from the stocks everyone is chasing today… Listen to the audio version of this article (generated by AI). One of the easiest investing mistakes to make is assuming yesterday’s winners will also be tomorrow’s. According to legendary investor Louis Navellier, that instinct – what psychologists call “recency ...

Russ Cohen

These Seasonal Trends Take the Guesswork Out of Buying and Selling

Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors spend a lot of time deciding what to buy. TradeSmith CEO Keith Kaplan believes we should spend just as much time thinking about when to buy it. Keith has spent years studying recurring seasonal patterns across thousands of stocks. That ...

Russ Cohen

Why Netflix Stock Lost 17% in June

Key Points Netflix co-founder and longtime CEO Reed Hastings left the board at the beginning of the month. Media outlets reported that the company had put in a bid for Roku and was interested in Lionsgate. The stock is down more than 40% from a year ago as its valuation may have gotten stretched. 10 ...

Russ Cohen

F & GM's Deals With Micron: Is MU Stock Worth Buying Now?

Micron Technology MU received another vote of confidence from the auto industry after signing a long-term agreement with Ford F to supply memory and storage solutions for the automaker’s next-generation vehicles. The deal comes just days after Micron announced a similar supply agreement with General Motors GM, highlighting the chipmaker’s growing role in powering increasingly ...

Russ Cohen

The Calendar Could Be Hiding Your Next Winning Trade

Preview a tool that measures recurring seasonal trends across thousands of stocks… Listen to the audio version of this article (generated by AI). Most investors spend their time trying to figure out what to buy. But according to Keith Kaplan, just as important– if not more – is when you buy. In today’s Friday Digest ...

Russ Cohen

Cerebras Rides the Shift to Faster AI Inference: More Upside Ahead?

Cerebras Systems CBRS is tied to a clear change in AI infrastructure: the move from training-heavy demand toward faster, lower-latency inference.  That shift has made speed a commercial feature. For Cerebras, the question is whether demand for fast tokens can scale without stretching capacity, supply chains or margins too far. Why Cerebras is Levered to ...

Russ Cohen

10 Stocks to Sell as the Second Half Begins

Listen to the audio version of this article (generated by AI). We’re now in the early days of the second half of 2026. And that makes this a perfect time to reassess what’s working in your portfolio… and what isn’t. You see, a lot has changed since the year began. Conflict in the Middle East ...