Software stocks rallied 45% off the lows — and the stocks worth holding are not the ones leading the charge Listen to the audio version of this article (generated by AI). Two months ago, software stocks were in freefall. Today, they’re within striking distance of all-time highs. Same companies. Same AI threat. Completely different prices. … Read more
2 ’Dividend Lifeboats’ to Buy Now, Before the Next Market Storm
Russ Cohen
If this manic market is making you queasy, I get it. So let’s talk about the perfect dividend payers for this volatility. Those would be two funds throwing off 8%+ payouts we can collect in peace. And because both are cheap (for now), they have a higher “floor” on pullbacks than the does. They’re both … Read more
MercadoLibre Expands 1P Rapidly: Will Margin Pressure Persist?
Russ Cohen
MercadoLibre‘s MELI aggressive push into first-party (1P) commerce is emerging as a pressure point on the company’s profitability trajectory. While the strategy is demonstrably strengthening pricing competitiveness and buyer engagement across Latin America, the rapid scaling of inventory-led operations is introducing meaningful margin dilution at a moment when broader ecosystem spending remains heavily elevated. The … Read more
SpaceX, Anthropic, and OpenAI Won't Be Added to the S&P 500 in 2026. Here's What Investors Can Do About It.
Key Points S&P Dow Jones Indices decided against fast-tracking companies into the S&P 500. No matter the valuation, companies must undergo a minimum 12-month period in the public markets before being eligible for the S&P 500. For now, the Nasdaq-100 seems to be going in the opposite direction of the S&P 500. 10 stocks we … Read more
Crypto Market Update: House Bill Aims to Ban Lawmakers from Crypto Prediction Markets
Here’s a quick recap of the crypto landscape for Friday (June 5) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$59,269.83, trading 6.9 percent lower over the past 24 hours. Chart via TradingView. Bitcoin price performance, … Read more
What to Look For Before the SpaceX IPO
172,000 jobs. Negative real wages. A week that could move everything. The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything As I write on Monday morning, the markets are trying to claw back from last Friday’s tech rout triggered … Read more