Blog

Russ Cohen

Why Nebius Rallied Today

Key Points A key Nebius peer saw positive analyst coverage today, boosting the whole AI neocloud sector. Another Wall Street analyst idetified Nebius as a potential acquisition target in 2026. These stocks have had tremendous years, but have seen large pullbacks over the past two months or so. 10 stocks we like better than Nebius ...

Russ Cohen

Here Are My Top 10 Stocks for 2026

Key Points The AI buildout trend is expected to continue at full speed. Cloud infrastructure companies are expected to thrive due to increased AI demands. Several stocks that had disappointing performances in 2025 could bounce back in 2026. 10 stocks we like better than Nvidia › With 2025 nearly over, it’s a good time for ...

Russ Cohen

Rocket Lab’s Sharp Rebound: What’s Behind the Recent Momentum

has once again reminded investors why it remains one of the most closely watched names in the public space industry. Despite bouts of sharp volatility along the way, the stock has delivered another remarkable year, rising roughly 111% year-to-date and pushing its three-year gain to more than 1,200%. That type of performance is not purely ...

Russ Cohen

1 No-Brainer Growth S&P Index Fund to Buy Right Now for Less Than $500

April has been a difficult month for the stock market as investors worry about the impact of President Donald Trump’s tariffs on corporate earnings and the general economy. Trump announced a sweeping tariff plan, including countries worldwide, earlier this month, then more recently launched a 90-day pause to allow for negotiations. However, tariffs on goods ...

Russ Cohen

My Surprising Top "Magnificent Seven" Stock Pick for 2026

Key Points Investors have become impatient with the lack of immediate results from Amazon’s increased spending. Amazon is adding more computing capacity to Amazon Web Services. Advertising was Amazon’s fastest-growing segment in the third quarter. 10 stocks we like better than Amazon › The “Magnificent Seven” is the name given to the group of Nvidia, ...

Russ Cohen

Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?

Alibaba Group Holding‘s BABA ambitious infrastructure expansion threatens to further erode profitability as the company locks in RMB 380 billion in capital commitments over the next three years for AI and cloud development. Management’s forward guidance signals continued margin compression with limited visibility on when massive technology investments will translate into sustainable returns. The company ...