An Army drone demonstration reveals an investment opportunity hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: Cheap drones can create an expensive problem for the military – and a lucrative new business for the companies that help defend against them. My colleague Luke Lango believes that’s … Read more
The AI Selloff Meets Election Day
Russ Cohen
Listen to the audio version of this article (generated by AI). AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan Friday put an exclamation point on a brutal month for the AI trade. By the closing bell, the Nasdaq had fallen … Read more
3 Warning Signs That Matter More Than the Midterm Elections
Russ Cohen
Why I still favor select AI stocks and why I’ve moved out of almost all my gold miners. Listen to the audio version of this article (generated by AI). Election Day is almost here. And Wall Street has plenty to worry about. Interest rates remain elevated, inflation remains sticky – and the AI skeptics are … Read more
The Man Who Saved the Internet – And What Investors Can Learn
Last week’s internet emergency showed why businesses need better protection… and highlighted one cybersecurity stock worth a closer look. Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, the internet nearly broke. Organizations faced a difficult choice: Take their websites offline or risk leaving them open to attack. And … Read more
The AI Test Alphabet Just Failed
Listen to the audio version of this article (generated by AI). Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock election In yesterday’s Digest, we said last night’s earnings from Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) would show … Read more
The Fed Hit Pause, But the Energy Boom Is Just Getting Started…
Borrowing costs are still squeezing households. But one sector is delivering the growth I want to see. Listen to the audio version of this article (generated by AI). Liz Suder was living in an empty nest. She wanted to downsize. So, in April 2025, she listed her four-bed, 3.5-bath home in Murphy, Texas, for $750,000. … Read more