The semiconductor sector is notorious for punishing cyclicality. When global smartphone shipments stall or supply chains bottleneck, legacy chipmakers often bear the brunt of market anxiety. This dynamic has played out recently with , which has suffered a drawdown of more than 20% over the last 30 days. Much of this selling pressure stems from … Read more
How COO Is Riding Myopia and Fertility Trends Amid Execution Risks
Russ Cohen
The Cooper Companies, Inc. COO sits at the intersection of two durable healthcare trends: premium vision care and fertility demand. Its CooperVision business benefits from contact lens upgrades, while CooperSurgical gives it exposure to IVF and women’s health. The issue is execution. Long-term demand remains attractive, but Asia-Pacific softness, portfolio transitions, cost pressure and litigation … Read more
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Russ Cohen
Listen to the audio version of this article (generated by AI). AI just joined the payroll. At Kalshi, the U.S.-regulated prediction-market platform where traders bet on real-world outcomes, an internal AI agent named Harrison is already performing work that looks a lot like analyst labor. It tracks news, monitors competitors, recommends new markets, drafts contract … Read more
Crypto Market Update: Strategy Outlines Rules for Selling Bitcoin Reserves
Here’s a quick recap of the crypto landscape for Monday (June 29) as of 11:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin price update Bitcoin (BTC) was priced at US$60,001.17, down by 1.4 percent over the past 24 hours. Chart via Investing … Read more
AI Leadership Is Shifting. Here’s How to Follow the Big Money
Listen to the audio version of this article (generated by AI). The market has been all over the place lately. Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories on Wall Street. The NASDAQ has been under pressure. And … Read more
Is OpenAI’s IPO Delay a Warning for AI Investors?
In late June 2026, rumors began to circulate across the tech world that ChatGPT-maker is leaning toward delaying its IPO from late 2026 to 2027. While the regulatory review process, market volatility, and a host of other factors regularly shift IPO timelines for companies planning to go public, this update is particularly significant. There has … Read more