Listen to the audio version of this article (generated by AI). The best time of year for stocks has arrived, folks. I hope you are as excited as I am, because we are officially in the seasonally strongest stretch of the calendar. Several important catalysts are set to converge over the next few weeks. But … Read more
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Russ Cohen
Listen to the audio version of this article (generated by AI). Editor’s note: “Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute” was previously published in September 2026 with the title, “What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks.” It has since been updated to include the most relevant … Read more
The Fed Won’t Turn Dovish – So, Here’s the Play
Russ Cohen
Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, … Read more
Chartstopper: October 2, 2026
This Week This week saw odds of a Federal Reserve rate hike at the end of the month fall from 70% to 20%. The reasons being: Fed voters said as much (in “Fedspeak”). New York Fed President John Williams said there’s “no need for urgency,” while Fed Vice Chair Philip Jefferson said the Fed may … Read more
Copper’s AI Boom – Three Ways to Play It
Three names to watch, a potential catalyst, and a trader’s approach to the entry, risk, and payoff. Listen to the audio version of this article (generated by AI). Editor’s Note: Some of the fastest growing sectors in the market right now, like AI data centers, electric vehicles and new power grids, all need one critical … Read more
Google’s AI Chips Blast Off Today
Listen to the audio version of this article (generated by AI). Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing It’s been a whipsaw session on Wall Street. This morning, investors greeted blockbuster earnings from Micron (MU) by selling the stock, … Read more