Blog

Russ Cohen

Here's How Trump's Tariffs Could Impact Alibaba Stock

Key Points Alibaba’s stock has plunged nearly 70% from its all-time high. Macro, competitive, and regulatory challenges are compressing its valuation. Investors shouldn’t underestimate the impact of the Trump Administration’s tariffs. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA), China’s largest e-commerce and cloud infrastructure company, set a record high of ...

Russ Cohen

Tesla's Robotaxi Just Launched in Miami — Its First City Outside Texas and California. Can It Rescue the Stock?

Key Points Tesla’s Robotaxi service began carrying riders in Miami on Friday, its first market outside Texas and California. Tesla’s own roadmap lists Orlando, Tampa, Phoenix, and Las Vegas as the next markets in preparation. Shares jumped almost 7% on Monday. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) ...

Russ Cohen

Token Unmaxxing: AI’s Price War Is Starting to Reshape the Trade

The issue is not that demand for AI is evaporating. It is that the price of intelligence is beginning to fall faster than many investors expected. Takeaways Token demand is not the same thing as token pricing power. AI usage can keep compounding while realised spend per token falls under free credits, aggressive discounting, smarter ...

Russ Cohen

IWF, XLPX: Big ETF Outflows

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares Russell 1000 Growth ETF, where 59,200,000 units were destroyed, or a 5.4% decrease week over week. Among the largest underlying components of IWF, in morning trading today Nvidia is up ...

Russ Cohen

Why This AI Drawdown Shouldn’t Rattle You

Listen to the audio version of this article (generated by AI). Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains Another day, another wobble in the AI trade… As I write on Tuesday, South Korea’s Kospi just closed down ...

Russ Cohen

Is the SpaceX IPO Officially Overhyped?

Key Points Space Exploration Technologies‘ (NASDAQ: SPCX) (SpaceX) initial public offering (IPO) was undoubtedly the most hyped IPO in recent stock market memory. It didn’t disappoint, either, setting the record for the largest IPO in stock market history, with an initial valuation of around $1.77 trillion. Now, it’s valued at over $2.1 trillion as of ...