Blog

Russ Cohen

Tesla’s New NHTSA Probe Lands at the Worst Possible Time

Shares of are down about 15% from the May high and are starting to take a shape that investors won’t want to see. The broader narrative around the company has been getting more interesting by the month, from the Wall Street hype around the company’s full self-driving (FSD) and robotaxi projects to the increasingly serious ...

Russ Cohen

Nano Nuclear’s AI Data Center Deal Puts the Stock Back in Focus

Nano Nuclear appears to be the right company for the right time. The company has a goal of building a vertically integrated nuclear business. This goes beyond microreactors to include fuel fabrication, transportation, and other parts of the nuclear supply chain. The case for nuclear energy has never been stronger. The unprecedented electricity demand being ...

Russ Cohen

Why Tesla Stock Dropped on Tuesday

Key Points Tesla (NASDAQ: TSLA) stock tumbled 6%.1 through 3:15 p.m. ET Tuesday, one week before Tesla is expected to report its Q2 deliveries number — and just hours after Swiss megabanker UBS announced it’s sticking with only a “neutral” rating on Tesla shares ahead of the report. Image source: Tesla. Where to invest $1,000 ...

Russ Cohen

Micron Earnings Preview: AI Memory Rally Faces Reality Check

Wall Street forecasts blockbuster fiscal Q3 for Micron Technology (MU) when it reports after market this evening, as booming AI data-center demand drives the stock to record levels. Twelve months ago, Micron traded under $100 a share. Now its value has surged into the trillion-dollar range because a once-overlooked component has become essential to the ...

Russ Cohen

Frozen Assets: How Super Micro Puts AI Heat on Ice

Investors looking for high-growth AI infrastructure opportunities have likely watched the recent volatility in with a mix of intrigue and anxiety. The central question is whether Supermicro’s recent decline represents a warning sign or a buying opportunity. By understanding how physical data center bottlenecks are shifting, investors can see where real value accumulates in the ...

Russ Cohen

S&P 500 Rebound Tests Whether AI Sell-Off Is Only a Valuation Reset

U.S. stocks are inching higher following a brutal two-day sell-off as chip stocks rebound ahead of Micron Technology’s (NASDAQ:) earnings after the close and as continue to decline. US Futures -0.05%, 0.27%, and 0.4% In Europe -0.4% and -1% U.S stocks are set to rise after recent losses Tech stocks rebound after losses, MU reports ...

Russ Cohen

Micron Under the Spotlight: What to Expect From Today’s Quarterly Earnings Report?

Micron’s earnings will test whether AI-driven growth can justify elevated market expectations. Analysts remain bullish, though valuation models suggest the stock may be overvalued. Strong guidance and AI demand outlook will likely determine Micron’s post-earnings price reaction. is once again in focus as investors await its quarterly earnings report, scheduled for today. The company occupies ...