Cisco offers a warning as the Mag 7 pour billions into AI. Listen to the audio version of this article (generated by AI). Hello, Reader. While trick-or-treaters fill neighborhoods across the U.S. tonight, our neighbors to the south are preparing for another celebration: Día de los Muertos, or Day of the Dead. On the eve … Read more
An Entire Industry Is About to Change. Again.
Russ Cohen
Listen to the audio version of this article (generated by AI). A Technology Shift Can Bring New Market Winners Growing up in South Texas, I didn’t go to the neighborhood convenience store for candy or gum. I went to the icehouse. The term was a leftover from a time before electric refrigeration when storefronts sold … Read more
AI’s Next Shift, Hiding in a Drone Battery
Russ Cohen
From batteries to factory equipment, a new generation of machines needs more than smart software. Listen to the audio version of this article (generated by AI). Editor’s Note: Instead of endless delays, imagine your next food delivery arrives by drone at your doorstep piping hot in under five minutes. For my colleague Luke Lango, this … Read more
Why Oil Prices Are High Despite Persian Gulf Supply Recovery
The oil paradox… energy zigs as tech zags… can the Fed look past $100 oil?… Louis Navellier says to invest in companies that get paid no matter where oil goes The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the … Read more
Buy, Sell or Hold? My Take on Your Stocks
From the AI buildout to energy: Where I see buying opportunities– and which names don’t make the cut. Listen to the audio version of this article (generated by AI). Buy, sell or hold? With earnings season underway and a historically favorable stretch for stocks ahead, it’s a good time to take a fresh look at … Read more
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
Brazil’s election shows how quickly market expectations can shift. Listen to the audio version of this article (generated by AI). Hello, Reader. In Sunday’s close runoff election, Brazil’s incumbent president, Luiz Inácio Lula da Silva, defeated Flávio Bolsonaro, winning about 52% of the vote. The problem? The election didn’t go as investors expected. Bolsonaro had … Read more