Blog

Russ Cohen

3 Energy Stocks to Buy Now

Well, folks, it looks like the two-week ceasefire that started last week is already falling apart. This morning, President Trump ordered the U.S. Navy to blockade the Strait of Hormuz after peace talks with Iran failed to produce results over the weekend. The ultimate goal is to increase pressure on Iran to reopen the critical ...

Russ Cohen

Boeing, IBM Earnings: Production Gains Show as AI Commentary Falls Short

Boeing (NYSE:) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline manufacturers across the globe (AirBus being the other), reported their Q1 ’26 financial results on Wednesday morning, April 22nd, 2026, and while the results weren’t great, the results do indicate Boeing is slowly moving forward ...

Russ Cohen

Microsoft's AI Data Center Push: Growth Engine or Capex Trap?

Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, further expanding an already formidable infrastructure footprint. The scale of ...

Russ Cohen

Crypto Market Update: Bitcoin at Critical Crossroads

Here’s a quick recap of the crypto landscape for Friday (April 24) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$77,638.02, down by 0.2 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...

Russ Cohen

Why I'm Staying on the Sidelines Headed Into Microsoft's Earnings Report

Key Points Microsoft reports fiscal Q3 results after market close on April 29. Azure and other cloud services revenue rose sharply in fiscal Q2. Artificial intelligence demand is strong, but Microsoft’s AI initiatives are up against ruthless competitors. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have rallied recently, rising ...

Russ Cohen

The Dow Is Down While the Nasdaq-100 Soars. Blame the Chips.

Key Points Intel crushed its Q1 estimates and hit an all-time high, topping a record that stood since the dot-com era. Nvidia, AMD, and Broadcom are all surging on Intel’s news, even though none of them reported earnings or other major news today. Days like this don’t fit the Dow’s philosophy; it simply doesn’t hold ...

Russ Cohen

Does "The Big Short's" Michael Burry Know Something That Wall Street Doesn't? The Famed Investor Is Buying a "Magnificent Seven" Stock Coming Off Its Worst Quarter Since 2008

Key Points Michael Burry, who now publishes on Substack, has been gobbling up beaten-down software stocks. While Burry has concerns about artificial intelligence, he sees a massive opportunity in this “Magnificent Seven” company, which has struggled this year. 10 stocks we like better than Microsoft › Since the Great Recession in 2008, Michael Burry has ...