Wedbush is making a bold call on memory chip maker . The firm aggressively raised its targets for revenue, earnings, and stock price, citing pricing trends and a high likelihood that management had underestimated the strength. Wedbush hiked its revenue and earnings targets by quadruple-digit basis points, pushed both above consensus, and warned that even … Read more
Amazon Vs. Alibaba: The Tariff Economy Returns to Global E-Commerce
Russ Cohen
Global e-commerce grew up in a comfortable world of cheap shipping, frictionless customs clearance, and predictable consumer demand. That setup has dissolved. By mid-2026, trade policy had become one of the most influential forces shaping international retail margins. Tariffs, stricter border checks, and protective industrial policies are rewriting business models faster than many companies can … Read more
Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD — It's Something That's Hidden in Plain Sight
Russ Cohen
Key Points Empowering software and systems to make autonomous, split-second decisions can add $15.7 trillion in global economic value by 2030. Although Advanced Micro Devices (AMD) and Broadcom are garnering headlines, neither is a threat to Nvidia’s dominance in AI data centers. Nvidia’s top customers may turn the tables on the face of the AI … Read more
$41 Billion in Losses… and Still Going Up?
Listen to the audio version of this article (generated by AI). Iran rattles stocks… Louis Navellier and Keith Kaplan’s read on the memory trade… why SpaceX’s next leg up won’t mean what you think… It was another violent weekend in the Middle East, with the U.S. and Iran trading a wave of strikes rather than … Read more
My Predictions for the Rest of 2026
Listen to the audio version of this article (generated by AI). As we enter the second half of 2026, investors are being pulled in a dozen different directions. First, there were concerns about memory stocks. Next came renewed concerns about inflation heating back up. (I’ll be reviewing this week’s inflation data in another Market 360 … Read more
AST SpaceMobile’s Next Launches Could Decide Whether Its Rally Regains Orbit
Midland, Texas-based AST SpaceMobile has been a battleground for bulls and bears this year. Among space stocks, it has been one of the most volatile, seeing its fair share of ups and downs throughout 2026 including a 59% run-up to its all-time high on May 28 and a series of double-digit peaks and troughs mixed … Read more