Blog

Russ Cohen

The AI Winning the Most Money Isn’t the One You’re Thinking Of

The most profitable AI applications aren’t chatbots – and the stocks benefiting from them are hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at ...

Russ Cohen

Energy Fuels Just Made a Bold Bet on Rare Earth Magnets

Traders who dumped shares after its $1.9 billion deal to buy German magnet maker Vacuumschmelze are missing a major shift. The immediate share price pullback reflects short-term dilution anxiety rather than long-term asset value. By acquiring Vacuumschmelze, Energy Fuels is pursuing a vertical integration strategy to secure a domestic mine-to-magnet supply chain. The broader industrial ...

Russ Cohen

Why Netflix Stock Fell Today

What happened Netflix (NASDAQ: NFLX) sank on Friday, adding to the brutal decline in its stock price since it delivered its first-quarter earnings report on April 19. As of 2:10 p.m. ET, the streaming leader’s shares were down by more than 4%, and had been off by as much as 6.6% earlier in the session. ...

Russ Cohen

Micron Prints Perfect, and Now the Chart Has to Answer

Memory’s biggest name just delivered the cleanest quarter of its life, and the most interesting thing about it is that the stock isn’t sure what to do with it. Micron (NASDAQ:) closed out fiscal Q3 with revenue of $41.5 billion, up 346% on the year, a fifth straight record. Gross margin came in at 84.9%, ...

Russ Cohen

These 8.7%-Paying Funds Just Got Their Day in Court and We Won

Every now and then, something happens that shines a light on the value of our favorite income investments—our 8%+ paying closed-end funds (CEFs). These stout income plays are so valuable, in fact, that some activists are willing to go all the way to the Supreme Court to gain more influence over them. Let me explain. ...

Russ Cohen

Micron’s Blowout Is About to Test the Summer Fade the Rally Crowd

But an AI factory without enough memory is a Formula One car with no fuel tank Takeaways Micron did not just beat estimates; it reinforced that AI demand is still colliding with a hard physical constraint: memory supply. That keeps pricing power firmly with the producers. The real upgrade is structural. Multi-year take-or-pay agreements, price ...

Russ Cohen

Best Value Stocks to Buy for June 25th

Here are three stocks with buy rank and strong value characteristics for investors to consider today, June 25th:   Upland Software UPLD: This company which is a provider of cloud-based Enterprise Work Management software that helps organizations to plan, manage and execute projects and work, carries a Zacks Rank #1(Strong Buy), and has witnessed the ...

Russ Cohen

Russell 2000: Sellers Appear as Support Comes Under Pressure

It was going to happen at some point, but sellers have come out of the woodwork. Tech was hardest hit, but there is plenty of support for indices to work with. The () was one of the least impacted by the selling. It staged a mini-breakout, while Wednesday’s inverse hammer came on higher volume accumulation, ...