Remember Bill Gross? The financial media still quotes him here and there. Otherwise, he’s kicking around on X, tweeting a bit, looking (and flailing) to stay relevant. A far cry from his previous life! Bill Gross was the man who built PIMCO into the biggest bond shop on planet Earth. He’s kind of a quirky … Read more

CoreWeave Stock Tumbles 34% in a Year: What Should Investors Do Now?

Russ Cohen

The AI boom has created a new generation of infrastructure companies that power the massive computing demands of machine learning and generative AI. Among the most closely watched names is CoreWeave, Inc. CRWV, a specialized cloud provider that rents high-performance GPUs to AI developers and enterprises. Despite being positioned in one of the fastest-growing industries … Read more

When the Chips Are Down, The AI Tape Starts to Shake

Russ Cohen

The issue is that the AI story has become so crowded, so capital-hungry, and so aggressively priced that even believers are starting to ask if the market has already eaten too much of tomorrow’s meal. Takeaways • The failed bounce was the tell. This was not just another ugly tech session. It was the market … Read more

Market News

The J.M. Smucker Company’s Dividend: Too Sweet to Ignore?

Russ Cohen

The JM Smucker Company () may not pay the highest-yielding dividend among companies, but it still offers a sweet payout and is on track for annual increases alongside share price appreciation. The net result will be a double-digit compound annual growth rate (CAGR) over the subsequent few years, a tidy return for buy-and-hold investors. While … Read more