Articles for author: Russ Cohen

How Does AtHoc's Expansion Boost BlackBerry Amid Global Uncertainty?

Organizations today face an unprecedented combination of cyber threats, climate-related disasters, geopolitical tensions and operational disruptions, leaving little room for delayed decision-making or fragmented communication. Recognizing this need, BlackBerry Limited BB recently upgraded its BlackBerry AtHoc mission orchestration platform, further strengthening its position in secure communications for enterprises, governments and critical infrastructure operators. The augmented ...

July 2, 2026

AirJoule Unveils Prime System, Clearing Path to Commercialization

revealed a major milestone with the unveiling of its Prime system. The system, a commercial-scale device, is now locked into its initial design, cementing the company’s shift to commercialization. No longer a design-and-dreams company, AirJoule’s revenue timeline is clearer. The first launches are expected by year’s end, with acceleration expected in 2027. The next major ...

July 2, 2026

AtaiBeckley Stock Outlook Depends on Key Pipeline Catalysts in 2026

AtaiBeckley ATAI is entering a catalyst-heavy period as its lead depression program moves closer to late-stage testing. The stock story is tied less to current revenue scale and more to whether its pipeline can validate new approaches in difficult mental health conditions. That setup gives growth-oriented biotech investors a clear reason to watch the name. It ...

July 2, 2026

The AI Capex Bear Case Just Lost Its Best Argument

Exponential View’s data just closed the door on the most compelling bear thesis in the market Listen to the audio version of this article (generated by AI). When the first American railroads began reporting revenue in the 1840s, the critics who had called the whole enterprise an overbuilt fantasy found themselves with less and less ...

July 2, 2026

AI Is Starting to Scare Wall Street – We’re Calmly Buying Dividends Up to 12.3%

The wind is shifting around AI—and we’re getting set to ride the next wave with dividends up to 12.3%. Today we’re going to discuss what I see as the “intersection” between AI’s growth and the 8%+ income streams we’re drawing from the portfolio of our CEF Insider service. Then we’re going to spotlight three CEFs ...

July 2, 2026

Netflix Bets Bigger on AI Strategy: Can It Strengthen User Retention?

Netflix’s NFLX aggressive AI strategy is emerging as a key differentiator that could strengthen user retention and help drive long-term revenue growth. The company has made AI one of its three strategic priorities, using generative AI to improve content discovery, personalize recommendations, test conversational search features and create higher-quality promotional assets. These enhancements are designed ...

July 2, 2026

S& 500: June Jobs Report Could Trigger a Spike in the VIX and Market Volatility

The closed at just 13, which is a very low level heading into a that I think is as important as this one, given the trends we’ve been seeing in the and . On the surface, the equity market doesn’t seem concerned about this report in the least. It also means that, unless implied volatility ...

July 2, 2026

Retail Margin Calls Hit Korea as Japan and South Korea Open to Semiconductor Storm

To no one’s surprise, Japan and South Korea entered a full-scale risk unwind. The selling was concentrated exactly where the crowd had been most comfortable. Samsung Electronics and SK Hynix fell around 7% to 8%, while Kioxia tumbled 10% in Japan. The slipped back below 70,000, dragged lower by the same semiconductor complex that had ...

July 2, 2026