Goldman Sachs strategist Ben Snider issued a quantified warning on May 15 that the AI Market Rally has structurally transformed the into something that no longer functions like a diversified index. Technology stocks accounted for 85% of the index’s year-to-date return through that date, while the S&P 500 excluding technology advanced just 3%, reducing what … Read more
When the AI Backlash Will Hit Your Portfolio
Russ Cohen
Listen to the audio version of this article (generated by AI). The Lower-K consumer is falling behind… 5 trillion reasons why Wall Street hasn’t cared… what will spark the reckoning… watch growing anti-AI legislation… exactly when it all ends Two weeks ago, the University of Michigan’s Consumer Sentiment Index sank to 48.2 – the lowest … Read more
BK Technologies Stock Declines Post Q1 Earnings, Revenues Up Y/Y
Russ Cohen
Shares of BK Technologies Corporation BKTI have lost 3.8% since the company reported results for the quarter ended March 31, 2026, compared with the S&P 500 Index’s 0.7% decline over the same period. Over the past month, BKTI stock has lost 10.4%, while the S&P 500 advanced 4.9%. BK Technologies’ Earnings Snapshot BK Technologies reported … Read more
Oil Breakout Stalls as Stock Market Volatility Rises
looked poised to break out on Monday, but could not clear the trendline. At least for now, oil bulls will have to wait and see if the market can gather enough momentum today to finally push through. From a fundamental standpoint, there are plenty of reasons for oil to break out, but for some reason, … Read more
Warren Buffett's Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That's Now a Top-5 Position for Berkshire Hathaway
Key Points Warren Buffett’s retirement as CEO on Dec. 31 means Greg Abel has the final say on Berkshire’s day-to-day operations and its mammoth investment portfolio. Quarterly Form 13F filings show Abel green-lit the complete sale of 16 stocks in the first quarter — and valuation likely played a big role. Meanwhile, Berkshire’s new boss … Read more
This AI Stock Has Even Faster Growth Than NVIDIA
Listen to the audio version of this article (generated by AI). This week is all about Wednesday. That’s when the grand finale of earnings season will take place. Of course, that’s when NVIDIA Corporation (NVDA) will announce its first-quarter results. Personally, I’m expecting fireworks. The analyst community is expecting another blowout quarter, with earnings estimates … Read more