Articles for category: Market News

Russ Cohen

Are You Making the Kodak Mistake?

Kodak invented new technology and still lost … where you can find tomorrow’s winners Can you identify the item below? This is – believe it or not – the world’s first digital camera … invented by Kodak. Well, invented by Kodak engineer Steven Sasson. As you probably remember, Kodak was the leader in photography. They ...

Russ Cohen

How GPUs Are Becoming the Hottest Asset Class

Not long ago, GPU chips were a gamer’s luxury. Today, they are rapidly evolving into a distinct asset class, one that investors can finance, collateralize, lease, and even treat as yield-generating infrastructure Introduction In April 2026, KPMG and UK-based alternative investment firm Nuway Capital published their joint research series on GPU investing. In a survey ...

Russ Cohen

Nvidia’s Outlook Gains Momentum: Stock Price to Follow

Investors concerned that NVIDIA’s May 2026 price peak is a market top can lay their fears to rest. The signs pointing to higher prices only strengthened in early June, suggesting a robust upside both near and long-term. Especially in light of the comments and announcements at the Taiwan Computex conference, NVIDIA’s future looks not only ...

Russ Cohen

The AI Boom Has a Hidden Winner—And It’s Not Nvidia

While not immune to the SaaS AI apocalypse, cybersecurity stocks are rebounding ferociously and are likely to continue building momentum as the year progresses. There is still a risk that AI could disrupt their businesses, but so far, the disruption has been only positive. AI not only improves internal operations but also client outcomes, and ...

Russ Cohen

This Index’s Comeback Is a Lesson in Long-Term Investing

Value Investing and the Importance of Diversification Factor investing can play an important role in maintaining a well-diversified portfolio, especially in today’s market, where a relatively small group of large, growth-oriented stocks has driven much of the performance. At its core, factor investing is simply owning a basket of securities that share a common trait ...

Russ Cohen

Applied Digital Is Building a $36 Billion AI Real Estate Empire

recently finalized a 15-year, 210-megawatt lease at its Delta Forge 2 campus, signaling a definitive transition from a high-beta crypto miner to a tier-one digital infrastructure landlord. While retail investors temporarily dumped shares over macroeconomic inflation jitters and near-term debt mechanics, institutional capital recognizes a business holding approximately $36 billion in total contracted base-term lease ...