Articles for category: Most Popular

Russ Cohen

JD Expands Core Retail Engine: Is the Growth Thesis Strengthening?

JD.com JD is reinforcing its leadership in China’s e-commerce market through a vertically integrated, supply chain-driven model that combines retail, logistics and marketplace services. JD Retail, the company’s core growth engine, leverages direct procurement, nationwide warehousing and last-mile delivery to serve key categories such as electronics, home appliances and general merchandise. This model emphasises reliability ...

Russ Cohen

3 AI ETFs to Buy Now for the Coming Tech Revolution

Key Points Some technological innovations are transformative. The introduction of the personal computer was one great example. So was the development of the internet. We can include the launch of the smartphone, especially the iPhone, on the list too. Today, artificial intelligence (AI), autonomous vehicles, and robotics are rapidly changing how we live. And these ...

Russ Cohen

MP Gains 135% Post Securing U.S. Govt. Backing: Buy, Hold or Sell?

MP Materials MP is emerging as a critical player in the United States’ push to rebuild a domestic rare earth supply chain, a mission now backed by the U.S  government and industry heavyweights. The company’s recent partnerships with the U.S. Department of Defense (DoD) and Apple AAPL underscore its strategic significance and long-term growth potential. ...

Russ Cohen

The Secret Behind Warren Buffett’s KO Deal

In 1993, Warren Buffett pocketed $7.5 million instantly. Here’s how you can adapt his playbook. Editor’s Note: One of the things I love most about our InvestorPlace community is the chance to connect you with ideas and tools that normally sit behind hedge fund walls. Today, my colleague Keith Kaplan from TradeSmith is pulling back ...

Russ Cohen

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive investment underscores the company’s determination to expand its cloud infrastructure footprint and strengthen its position as a global cloud powerhouse. The bulk of ...

Russ Cohen

3 Top AI Stocks Push Record Highs Again (NVDA, ANET, VRT)

As the bull market and AI data center buildout gain momentum, Nvidia (NVDA), Arista Networks (ANET), and Vertiv (VRT) continue to lead the way, and for good reason. While many new opportunities have emerged to play the AI theme, these three remain, in my view, the lowest-risk and most structurally important players in the space. Each company ...

Russ Cohen

Noteworthy Thursday Option Activity: AMZN, WEAV, MSFT

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Amazon.com Inc (Symbol: AMZN), where a total volume of 671,576 contracts has been traded thus far today, a contract volume which is representative of approximately 67.2 million underlying shares (given that every 1 contract represents 100 underlying ...