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Russ Cohen

Microsoft's Quantum Leap Hits A Technical Snag: Death Cross Looms Large

Microsoft Corp MSFT unveiled its most ambitious tech yet—Majorana 1. This quantum chip, built on an entirely new state of matter called topoconductors, is what CEO Satya Nadella calls “an entirely new state of matter.” The chip harnesses elusive Majorana fermions, first theorized in 1937 and detected by Microsoft’s team only in 2022. Nadella claims ...

Russ Cohen

There's a way to predict the S&P 500 with an 85% correlation!

Did you know there’s a way to predict the S&P 500 with an ~85% correlation? Sounds insane, but it’s true. Here’s the surprising logic behind my claim: When investors look for long-term bullish S&P 500 signals, they look at: U.S CPI U.S. interest rates U.S. M2 supply (relatively liquid assets in the U.S economy) This ...

Russ Cohen

1 Supercharged Growth ETF I'm Buying Hand Over Fist Right Now

Investing in the stock market is a powerful way to build wealth, and exchange-traded funds (ETFs) make the process simpler and more approachable. A growth ETF is a collection of stocks with the potential to earn higher-than-average returns, with all of these stocks bundled together into a single investment. Some growth ETFs track particular industries, ...

Russ Cohen

If I Could Only Buy 1 Warren Buffett Artificial Intelligence (AI) Stock, This Would Be It (Hint: It's Not Apple)

For decades, Warren Buffett helped build Berkshire Hathaway into a financial behemoth primarily through investments across consumer goods and insurance. It’s quite rare that the Oracle of Omaha dabbles with stocks in the technology sector. Ironically enough, though, the largest position in Berkshire’s portfolio is Apple. However, Berkshire has actually been trimming its stake in ...

Russ Cohen

Noteworthy ETF Outflows: SOXX, AMD, MRVL, KLAC

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Semiconductor ETF (Symbol: SOXX) where we have detected an approximate $368.1 million dollar outflow — that’s a 2.7% decrease week over week (from 61,200,000 to 59,550,000). Among the largest underlying components of SOXX, in ...

Russ Cohen

DJCO's December-Quarter Earnings Drop Y/Y, Stock Down 2%

Shares of Daily Journal Corporation DJCO have declined 2.2% since the company reported its earnings for the quarter ended Dec. 31, 2024. This compares to the S&P 500 index’s 0.2% decline over the same time frame. Over the past month, the stock has declined 10.3% against the S&P 500’s 0.2% growth. See the Zacks Earnings ...

Russ Cohen

Why Trump’s Tariffs Won’t Stop AI From Taking American Jobs

Resistance is futile. Import taxes can’t protect U.S. workers from automation as AI is reshaping the job market faster than any tariff can. Hello, Reader.   Tom Yeung here with today’s Smart Money.  Last Saturday, Donald Trump did what he does best – steal the headlines. The news cycle was fixated on DeepSeek-R1, a cheap ...